Financial Guidance - For Q1 2026, the company expects earnings between $0.60 and $0.80 per share, adjusted earnings between $1.55 and $1.75 per share, and net sales between $4.95 billion and $5.15 billion [1] - For fiscal 2026, the company projects earnings between $5.75 and $6.36 per share, adjusted earnings between $8.15 and $8.75 per share, and net sales between $21.12 billion and $21.82 billion [2] Analyst Expectations - Analysts expect the company to report earnings of $1.91 per share on revenues of $5.05 billion for the quarter, excluding special items [2] - For the full year 2026, the Street anticipates earnings of $8.49 per share on revenues of $21.19 billion [2] Corporate Strategy - The company is working towards the spin-off of its EDS as Versigent, aiming to create two independent companies with increased flexibility for market opportunities and capital allocation strategies [3] Stock Performance - In pre-market trading, the company's stock is priced at $73.49, reflecting a decrease of $2.30 or 3.03 percent [3]

Revenue Performance - Full year 2025 revenue reached $20.4 billion, an increase of 3% compared to the previous year[6] - Fourth quarter 2025 revenue was $5.2 billion, reflecting a 5% increase year-over-year, with adjusted growth of 3% after accounting for currency and commodity impacts[7] - Net sales for Q4 2025 reached $5,153 million, a 5% increase from $4,907 million in Q4 2024, while total net sales for the year were $20,398 million, up from $19,713 million in 2024[40] Income and Earnings - Full year 2025 adjusted net income was $1,726 million, or $7.82 per diluted share, representing a 7.4% increase in net income and a 24.9% increase in earnings per share compared to the prior year[12] - The company reported a U.S. GAAP net income margin of 0.8% for the full year 2025, significantly lower than the prior year's margin of 9.1%[12] - Net income attributable to Aptiv for Q4 2025 was $138 million, a decrease from $268 million in Q4 2024, while total net income for the year was $165 million, down from $1,787 million in 2024[40] Operating Income - The company reported a fourth quarter adjusted operating income of $607 million, with an adjusted operating income margin of 11.8%, down from 12.7% in the prior year[9] - Operating income for Q4 2025 was $425 million, down from $479 million in Q4 2024, with total operating income for the year at $1,184 million compared to $1,842 million in 2024[40] - Total Adjusted Operating Income for the year ended December 31, 2025, was $2,461 million, with a margin of 12.1%, compared to $2,366 million and 12.0% in 2024[47] Cash Flow and Liquidity - The company generated cash from operations totaling $2,185 million for the full year 2025, compared to $2,446 million in the prior year[17] - Cash and cash equivalents increased to $1,851 million as of December 31, 2025, up from $1,573 million in 2024[36] - Cash flow before financing for Q4 2025 was $665 million, compared to $1,637 million in Q4 2024, indicating a significant decline[58] Future Projections - For Q1 2026, the company expects net sales between $4,950 million and $5,150 million, with U.S. GAAP net income guidance of $130 million to $170 million[21] - Full year 2026 net sales are projected to be between $21,120 million and $21,820 million, with adjusted EBITDA expected to range from $3,385 million to $3,585 million[21] - Estimated adjusted EBITDA for Q1 2026 is projected to be $740 million, with a margin of 14.7%[59] Shareholder Actions - The company repurchased $300 million of senior notes and retired 22.8 million shares valued at $1.5 billion during 2025[19] - The weighted average number of diluted shares outstanding for Q4 2025 was 216.14 million, down from 235.46 million in Q4 2024[54] Impairments and Costs - The company experienced a goodwill impairment of $648 million in 2025, compared to no impairment in 2024[38] - The company incurred separation costs of $78 million in Q4 2025, compared to none in Q4 2024[49] Tax and Valuation - The company recognized a $294 million increase in valuation allowances for deferred tax assets due to changes in tax incentives[54]

Core Insights - Aptiv PLC reported record full year financial results with revenues increasing 3% to $20.4 billion, demonstrating operational excellence and a strong product portfolio [1][3]. Financial Highlights - Fourth Quarter 2025 U.S. GAAP revenue was $5.2 billion, a 5% increase from the prior year, with adjusted revenue growth of 3% after accounting for currency and commodity fluctuations [4][8]. - Full Year 2025 U.S. GAAP revenue was $20.4 billion, reflecting a 3% increase, with adjusted revenue growth of 2% [10][11]. - Fourth quarter net income was $138 million, with a net income margin of 2.7% and diluted earnings per share of $0.64; adjusted net income was $402 million, or $1.86 per diluted share [5][8]. - Full year net income was $165 million, including a non-cash goodwill impairment charge of $648 million, resulting in a net income margin of 0.8% and diluted earnings per share of $0.75; adjusted net income totaled $1,726 million, or $7.82 per diluted share, a 7.4% increase [11][12]. Operating Performance - Fourth quarter U.S. GAAP operating income was $425 million, down from $479 million in the prior year; adjusted operating income was $607 million, compared to $623 million [6][8]. - Full year U.S. GAAP operating income was $1,184 million, a decrease from $1,842 million in the prior year; adjusted operating income was $2,461 million, up from $2,366 million [12][8]. Cash Flow and Capital Management - Cash from operations for the fourth quarter totaled $818 million, down from $1,060 million in the prior year [9][8]. - For the full year, cash from operations was $2,185 million, compared to $2,446 million in the prior year [15][8]. - The company repurchased $300 million of senior notes and 22.8 million shares valued at $1.5 billion during 2025, with $2.1 billion remaining for future share repurchases [17][8]. Strategic Outlook - The company is preparing for the spin-off of its Electrical Distribution Systems business, which will create two independent companies, enhancing their ability to pursue unique market opportunities [4][8]. - Financial guidance for Q1 2026 includes net sales of $4,950 - $5,150 million and U.S. GAAP net income of $130 - $170 million [20][8].

Core Viewpoint - Aptiv PLC is expected to report an increase in fourth-quarter earnings and revenue compared to the previous year [1][2] Group 1: Earnings Expectations - Analysts anticipate Aptiv will report fourth-quarter earnings of $1.86 per share, up from $1.75 per share in the same period last year [1] - The consensus estimate for Aptiv's quarterly revenue is $5.11 billion, an increase from $4.91 billion reported last year [1] Group 2: Recent Performance - On October 30, Aptiv reported stronger-than-expected third-quarter earnings, exceeding Wall Street expectations [2] - Following the earnings report, shares of Aptiv fell by 3.9%, closing at $75.75 [2]

Core Viewpoint - Aptiv PLC is expected to report an increase in fourth-quarter earnings and revenue compared to the previous year [1][2] Group 1: Earnings Expectations - Analysts anticipate Aptiv will report fourth-quarter earnings of $1.86 per share, up from $1.75 per share in the same period last year [1] - The consensus estimate for Aptiv's quarterly revenue is $5.11 billion, an increase from $4.91 billion reported last year [1] Group 2: Recent Performance - On October 30, Aptiv reported stronger-than-expected third-quarter earnings, exceeding Wall Street expectations [2] - Following the earnings report, shares of Aptiv fell by 3.9%, closing at $75.75 [2]

Core Viewpoint - Aptiv PLC is a global technology company focused on developing safer, greener, and more connected solutions for the automotive industry, with its fourth-quarter 2025 earnings report scheduled for February 2, 2026 [1] Financial Performance - Wall Street analysts estimate Aptiv's earnings per share (EPS) to be $1.82, with projected revenue of approximately $5.1 billion, reflecting a 3.5% increase from the previous year driven by increased vehicle production demand, particularly in North America and China [2] - The company has a strong track record of surpassing earnings estimates, with an average earnings surprise of 13.2% over the last four quarters [3] Business Segments - Aptiv's segments, including Electrical Distribution and Engineered Components, are benefiting from the launch of SUVs, electric vehicles (EVs), and high-voltage systems, while the Advanced Safety and User Experience unit is expected to see revenue growth but may face pressure on operating income [3] Market Valuation - Aptiv's price-to-earnings (P/E) ratio is approximately 58.10, indicating how the market values its earnings, while the price-to-sales ratio stands at 0.85, showing investor willingness to pay per dollar of sales [4] - The enterprise value to sales ratio is 1.17, reflecting the company's total valuation relative to its sales [4] Cash Flow and Leverage - The enterprise value to operating cash flow ratio is 9.71, providing insight into cash flow generation relative to valuation, with an earnings yield of 1.72% indicating a modest return on earnings [5] - The debt-to-equity ratio of 0.88 suggests a balanced approach to leveraging debt versus equity, while a current ratio of 1.79 indicates a strong ability to cover short-term liabilities with short-term assets [5]

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The market expects Aptiv PLC (APTV) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on February 2, might help the stock move higher if these key numbers are bett ...

Company Performance - Aptiv PLC closed at $76.47, reflecting a -1.37% change from the previous day, underperforming the S&P 500's 0.03% gain [1] - Over the last month, Aptiv's shares increased by 0.99%, outperforming the Auto-Tires-Trucks sector's loss of 4.66% and the S&P 500's gain of 0.6% [1] Upcoming Earnings - Aptiv is set to disclose its earnings on February 2, 2026, with projected earnings of $1.81 per share, indicating a year-over-year growth of 3.43% [2] - The consensus estimate for quarterly revenue is $5.03 billion, which represents a 2.55% increase from the same period last year [2] Full Year Estimates - For the full year, analysts expect earnings of $7.73 per share and revenue of $20.28 billion, reflecting changes of +23.48% and 0% respectively from the previous year [3] - Recent changes to analyst estimates indicate a positive outlook for Aptiv's business and profitability [3] Valuation Metrics - Aptiv is currently trading at a Forward P/E ratio of 9.22, which is lower than the industry average Forward P/E of 13.88 [6] - The company's PEG ratio stands at 0.9, compared to the Automotive - Original Equipment industry's average PEG ratio of 1.03 [6] Industry Context - The Automotive - Original Equipment industry is part of the Auto-Tires-Trucks sector, holding a Zacks Industry Rank of 92, placing it in the top 38% of over 250 industries [7] - The top 50% rated industries outperform the bottom half by a factor of 2 to 1, indicating a strong industry performance [7]

In the latest trading session, Aptiv PLC (APTV) closed at $77.53, marking a -3.41% move from the previous day. The stock trailed the S&P 500, which registered a daily gain of 0.55%. Meanwhile, the Dow gained 0.63%, and the Nasdaq, a tech-heavy index, added 0.91%. The stock of company has risen by 4.56% in the past month, leading the Auto-Tires-Trucks sector's loss of 5.88% and the S&P 500's gain of 0.71%.Market participants will be closely following the financial results of Aptiv PLC in its upcoming release ...