Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission file number: 001-35346 APTIV PLC (Exact name of registrant as specified in its charter) (State or other jurisdiction of (I.R.S. Employer inc ...

SCHAFFHAUSEN, Switzerland--(BUSINESS WIRE)--Aptiv PLC (NYSE: APTV), a global industrial technology company focused on enabling a more automated, electrified, and digitalized future, will present at the Barclays 43rd Annual Industrial Select Conference on February 18 at 8:05 a.m. Eastern Time. A simultaneous webcast will be available on the Aptiv Investor Relations website at ir.aptiv.com. About Aptiv Aptiv is a global industrial technology company enabling more automated, electrified, and digitalized sol ...

Aptiv PLC (NYSE:APTV) reported better-than-expected fourth-quarter earnings on Monday.The global automotive technology supplier reported U.S. GAAP revenue of $5.153 billion, up from $4.907 billion a year earlier. The company said fourth-quarter revenue increased 3% on an adjusted basis, reflecting growth of 8% in North America and 12% in South America, partially offset by declines of 1% in Europe and 1% in Asia.Aptiv's fourth-quarter adjusted EPS of $1.86 beat a $1.85 analyst estimate, while revenue of $5.1 ...

Core Insights - Aptiv PLC reported fourth-quarter results that exceeded analyst expectations, with adjusted earnings per share of $1.86, slightly above the consensus estimate of $1.84 [1] - Revenue for the quarter reached $5.2 billion, surpassing expectations of $5.09 billion and reflecting a 5% year-over-year increase, although organic growth moderated to 3% after adjusting for currency and commodity impacts [1] Regional Performance - Regional performance showed mixed results, with North America growing by 8% and South America by 12%, while Europe and Asia both experienced a decline of 1% [2] - The adjusted operating margin contracted to 11.8% from 12.7% a year earlier, primarily due to $66 million in higher commodity costs and foreign exchange impacts [2] Full-Year and Future Outlook - For the full year 2025, Aptiv reported revenue of $20.4 billion, an increase of 3% year over year, or 2% on an adjusted basis [3] - The company announced plans to spin off its Electrical Distribution Systems business under the name Versigent [3] - Looking ahead, Aptiv forecasts fiscal 2026 revenue between $21.12 billion and $21.82 billion, with adjusted earnings per share projected between $8.15 and $8.75, broadly in line with analyst expectations [3]

Core Insights - Aptiv PLC reported strong financial performance for Q4 2025, with an EPS of $1.86, exceeding the Zacks Consensus Estimate of $1.82 and showing an increase from $1.75 in the previous year [1][6] - The company's revenue for the quarter was approximately $5.15 billion, surpassing estimates of $5.11 billion, and marking a 5% increase [2][6] - Full-year revenue reached a record $20.4 billion, reflecting a 3% increase from the previous year, alongside a U.S. GAAP net income of $138 million [3][6] Financial Metrics - The price-to-earnings (P/E) ratio stands at 55.83, indicating investors are willing to pay $55.83 for every dollar of earnings [4] - The price-to-sales ratio is 0.81, suggesting the stock is valued at 81 cents for every dollar of sales [4] - The enterprise value to sales ratio is 1.14, reflecting the company's total valuation relative to its sales [4] Liquidity and Stability - Aptiv's current ratio is 1.79, indicating $1.79 in current assets for every dollar of current liabilities [5] - The debt-to-equity ratio is 0.88, showing the company uses 88 cents of debt for every dollar of equity [5] - The earnings yield is 1.79%, and the enterprise value to operating cash flow ratio is 9.43, highlighting financial robustness [5]

Key Takeaways APTV delivered Q4 adjusted EPS of $1.86 on $5.15B revenue, beating estimates and rising 6.3% and 5% Y/Y. APTV saw strong regional growth in the Americas, offsetting adjusted revenue declines in Europe and Asia. APTV guided 2026 revenue of $21.12B-$21.82B and adjusted EPS of $8.15-$8.75, both above consensus.Aptiv PLC (APTV) reported impressive fourth-quarter 2025 results. Adjusted earnings of $1.86 per share beat the Zacks Consensus Estimate by 2.2% and increased 6.3% year over year. Revenues ...

Electrical Distribution Systems (EDS): Revenue was $2.3 billion , up 5% , primarily driven by North America. Operating income declined 2% and margin contracted 90 basis points , reflecting significant FX and commodity headwinds and unfavorable labor economics, partially offset by manufacturing and material improvements.Engineered Components: Revenue was $1.6 billion , up 1% . Operating income rose 8% , and margin expanded 60 basis points on volume flow-through and performance improvements, more than offsett ...

For the quarter ended December 2025, Aptiv PLC (APTV) reported revenue of $5.15 billion, up 5% over the same period last year. EPS came in at $1.86, compared to $1.75 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $5.08 billion, representing a surprise of +1.46%. The company delivered an EPS surprise of +2.23%, with the consensus EPS estimate being $1.82.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they ...

Aptiv PLC (NYSE:APTV) is one of the best Auto Parts stocks according to Hedge Funds. On January 14, Joseph Spak from UBS reaffirmed his Neutral rating on Aptiv PLC (NYSE:APTV), while adjusting his estimated price target from $94 to $99. With almost 26% upside potential based on the revised target, the analyst remains cautious about the stock prior to earnings announcements. Joby Aviation (JOBY) Soars 11% on Air Taxi Progress science-in-hd-T2XeWHGZ7xU-unsplash On January 8, Aptiv PLC (NYSE:APTV) was sub ...

Financial Data and Key Metrics Changes - The company reported record fourth-quarter revenue of $5.2 billion, an increase of 3% year-over-year on an adjusted basis [6][17] - Adjusted Operating Income totaled $607 million, with earnings per share at $1.86, reflecting a 6% increase from the prior year [7][18] - Operating cash flow was $818 million, with over half allocated to share repurchases and debt reduction [7][21] Business Line Data and Key Metrics Changes - Intelligent Systems segment revenue was $1.4 billion, a 2% increase year-over-year, but operating income declined by 17% due to investments and unfavorable FX [19][20] - Engineered Components segment revenue increased by 1% to $1.6 billion, with operating income up 8% and margin expanding by 60 basis points [20] - Electrical Distribution Systems (EDS) segment revenue grew by 5% to $2.3 billion, although operating income declined by 2% due to FX and commodities headwinds [20] Market Data and Key Metrics Changes - North America saw an 8% revenue growth, with double-digit growth in both Intelligent Systems and EDS [18] - European revenue decreased by 1%, while China revenue fell by 5%, reflecting unfavorable mix impacts [19] - Approximately 80% of new business awards in China were from local OEMs, indicating a shift in customer dynamics [19] Company Strategy and Development Direction - The company is focusing on penetrating non-automotive markets, leveraging trends in automation, electrification, and digitalization [4][5] - A significant emphasis is placed on enhancing the product portfolio and operational capabilities, including the launch of new innovations and partnerships in robotics [8][12] - The upcoming spin-off of the EDS business into VersaGen is expected to unlock value and enhance focus on core operations [5][29] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating a dynamic macro environment and highlighted the importance of operational efficiencies [4][30] - The outlook for 2026 includes expectations of revenue growth for both new Aptiv and VersaGen, with a focus on capturing higher-margin opportunities [23][26] - The company anticipates challenges from FX and commodity prices but remains optimistic about margin expansion in the long term [25][49] Other Important Information - The company finalized a leadership team for the EDS business, which is set to spin out as VersaGen on April 1 [5] - Full-year new business awards reached $27 billion, with expectations for 2026 bookings to exceed $30 billion [10][26] Q&A Session Summary Question: Insights on memory exposure and contract resets - The purchase value for memory is approximately $175 million, with expected low double-digit price increases in 2026 [35] Question: Guidance for new Aptiv into 2026 - The adjusted growth forecast for new Aptiv is 4%, with expectations for non-auto revenues to grow strongly [38][41] Question: EBITDA outlook for 2026 - EBITDA margins are expected to remain stable, with various factors impacting the outlook including commodity prices and investments [45][46] Question: Regional revenue performance expectations - North America is expected to lead revenue growth, while Europe may remain flat and China is anticipated to improve in the second half of the year [56] Question: Impact of EV volumes on VersaGen growth - The company expects EV growth of approximately 15% year-over-year, primarily driven by China [79]