Aptiv (APTV)


December 7, 2022

APTV: Adding to the Motional Intrinsic Value Argument

By Steven Fox

This morning, Motional, which is Aptiv’s (APTV; $97.79; E/W) joint venture with Hyundai Motor Group (005380.KR; W163,000; NR) announced the launch of its previously disclosed Automated Mobility on Demand (AMoD) service on Uber Technologies’ (UBER;…

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November 4, 2022

APTV: On Firmer Footing

By Steven Fox

We raise 2022E EPS for Aptiv (APTV; $91.62; E/W) from $3.05 to $3.50 while sticking with 2023E EPS at $4.80 after global vehicle production trends in Q3 pulled forward some of its full year shipment…

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November 3, 2022

APTV: First Look at Q3 Results and Outlook

By Steven Fox

Aptiv (APTV; $88.00; E/W) reported adjusted Q3 EPS of $1.28, which was well ahead of the Street’s $0.98 and our much more conservative $0.82 on a healthy sales beat ($4,614mm vs. the Street’s $4,331mm and…

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October 31, 2022

APTV: Recent OEM Production Provides Solid EPS Support

By Steven Fox

We think Aptiv’s (APTV; $91.07; E/W) 2022E guidance is on solid ground ahead of Q3 results and outlook on Thursday (11/3 before market). Recall, APTV targeted 2022E sales, operating margin, and EPS of $17.0-17.3B, 9.0-9.7%…

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September 13, 2022

Adds to High Voltage Solution Set

By Steven Fox

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August 4, 2022

First Look at Q2 Results and Outlook

By Steven Fox

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July 12, 2022

More Modeling Risks to Consider

By Steven Fox

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April 5, 2022

Reducing Estimates Again

By Steven Fox

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February 8, 2022

10-K Tidbits

By Steven Fox

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February 3, 2022

Looking for Supply Chain Green Shoots

By Steven Fox

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February 3, 2022

First Look at Q4 Results and Outlook

By Steven Fox

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February 3, 2022

Adding Even More to Software Reach

By Steven Fox

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