Start here if you're new
what it is
Aptiv makes the wiring, safety systems, and software that help cars move, see, and keep people safe.
how it gets paid
Last year Aptiv made $20.4B in revenue. Signal and Power Solutions was the main engine at $10.1B, or 50% of sales.
why it's growing
Revenue grew 3.5% last year. EPS was $1.86 versus $1.47 expected, a 26.5% beat.
what just happened
Aptiv beat estimates with $1.86 a share, versus $1.47 expected.
At a glance
B++ balance sheet — above average — nothing keeping you up at night
40/100 earnings predictability — expect surprises
9.8x trailing p/e — the market's not buying it — or you found a deal
11.0% return on capital — nothing to write home about
xvary composite: 58/100 — below average
What they do
Aptiv makes the wiring, safety systems, and software that help cars move, see, and keep people safe.
Signal and Power Solutions was about half of sales (~$10.1B of ~$20.4B), with connectors and wiring assemblies another big slab (~$4.8B). Advanced Safety and User Experience (~$3.8B) plus infotainment/software (~$1.7B) make up the rest. So what: your car's electrical backbone is hard to rip out once it is installed, and safety plus cockpit stack still need a supplier.
How they make money
$20.4B
annual revenue · their business grew +3.5% last year
Signal and Power Solutions
$10.1B
Connectors and wiring assemblies
$4.8B
Advanced Safety and User Experience
$3.8B
Infotainment and software
$1.7B
The products that matter
vehicle architecture and software
Vehicle Architecture and Software
$20.4B revenue
this is the reported business line shown in the snapshot: a $20.4B revenue base that grew ~3.5% last year (match the annual revenue callout above). it is the electrical backbone of the story.
entire snapshot revenue base
Key numbers
$20.4B
Revenue
This is the size of the machine. $20.4B of sales makes a 5.8% operating margin look thin.
9.8x
Trailing P/E
You pay $9.80 for each $1 of trailing earnings. That is cheap only if profits stay on track.
28.5%
Earnings growth
Projected earnings growth is 28.5%. That is the gap between a boring supplier and a stock people bid up.
$85
Target
The 18-month target is $85, or 11% above $76.87. That is mild upside, not a rescue.
Financial health
B++
strength
- balance sheet grade B++ — above average financial health
- risk rank 3 — safer than 50% of stocks
- price stability 40 / 100
- long-term debt $7.5B (31% of capital)
- net profit margin 8.9% — keeps 9 cents of every dollar in revenue
- return on equity 14% — $0.14 profit for every $1 investors have put in
B++ — above-average balance sheet for a leveraged auto supplier; still watch OEM volumes.
Total return vs. market
You invested $10,000 in APTV 3 years ago → it's now worth $6,600.
The index would have given you $13,880.
source: institutional data · total return
What just happened
beat estimates
Aptiv beat estimates with $1.86 a share, versus $1.47 expected.
The $15.2B revenue line here is a different fiscal slice than the $20.4B full year in the revenue section— check the filing (e.g. nine-month or segment rollup). Gross margin was 6.3% on that slice. EPS beat $1.47 with $1.86 (~26.5%).
$15.2B
as-filed period revenue (non-FY)
$1.86
diluted EPS (beat)
6.3%
gross margin
the number that mattered
EPS was $1.86 versus $1.47 expected, a 26.5% beat.
source: company earnings report, 2026
Get this snapshot in your inbox
This page, delivered free — plus weekly updates when the numbers change. plain english, no spam.
weekly updates
earnings alerts
plain english
no spam
What could go wrong
the #1 risk is automaker production and advanced-electronics spending slowing at the same time.
med
EV and advanced-content adoption stays slower than the thesis needs
Aptiv needs vehicles to keep carrying more electronics, software, and safety content. If automakers delay that spend, a 3.5% revenue grower stops looking cheap and starts looking stuck.
impact: it puts pressure on the full $20.4B revenue base, not just a side segment.
med
$7.5B in long-term debt becomes less comfortable in a downturn
Debt is 31% of capital. That is manageable while margins and volumes behave. If production weakens, leverage stops being a background fact and starts affecting flexibility.
impact: lower revenue plus fixed financing obligations can compress an 8.5% net margin quickly.
med
The auto cycle is still the boss here
Consumers can delay vehicle purchases. Automakers can cut production. Tier 1 suppliers feel that fast. The stock's 9.8x P/E is the market's way of reminding you this is not software revenue.
impact: the recent EPS improvement matters less if volumes fall across the industry.
$10,000 became $6,600 over three years while institutions sold for two straight quarters. That is the market telling you one clean earnings year does not erase cycle risk. If revenue turns negative for two quarters, the cheap multiple probably stays cheap.
source: institutional data · regulatory filings · risk analysis
Pay attention to
next earnings
Q1 2026 results
The question is simple: do margins stay elevated while revenue stays positive. A second clean quarter would help the market believe 2025 was not just a reset.
the key trend
Revenue growth versus EPS growth
75% EPS growth on 3.5% revenue growth is the whole debate. If sales growth catches up, the stock likely rerates. If it does not, 9.8x may be exactly where it belongs.
risk to watch
Institutional selling trend
Q4 2025 had 278 sellers versus 250 buyers, extending two straight quarters of net selling. If that flips, sentiment may be bottoming. If it keeps widening, the market is still de-risking.
the metric to track
FY2026 EPS estimate
The current estimate is $8.45. If that holds, the stock still screens cheap. If it slips below $8.00, the recovery story loses one of its few hard anchors.
Analyst rankings
short-term outlook
average
momentum score 3 — in human-speak, analysts see no clear short-term edge versus the market.
risk profile
average
stability score 3 — typical risk profile. Not a bunker stock. Not a disaster either.
chart momentum
top 20%
technical score 2 — the chart has been stronger than you would expect from the three-year return story.
earnings predictability
40 / 100
earnings predictability: 40/100. Translation: results can swing around more than the cheap multiple suggests.
source: institutional data
Institutional activity
institutions have been net selling for 2 consecutive quarters — 250 buyers vs. 278 sellers in 4q2025. total institutional holdings: 0.2B shares. net selling for 2 quarters.
source: institutional data
Price targets
3-5 year target range
$56
$114
$77
current price
$85
target midpoint · +11% from current · 3-5yr high: $190 (+145% · 25% ann'l return)
Want the deeper analysis?
The full deep dive: dcf model, scenario analysis, competitive moat breakdown, and quarterly tracking — everything on this page, taken further.
see plans from $5/moThe deep dive