Aptiv (NYSE:APTV) Releases FY 2026 Earnings Guidance

Aptiv (NYSE:APTV) updated its FY 2026 earnings guidance on Monday. The company provided EPS guidance of 8.150-8.750 for the period, compared to the consensus EPS estimate of 8.370. The company issued revenue guidance of $21.1 billion-$21.8 billion, compared to the consensus revenue estimate of $21.1 billion. Aptiv also updated its Q1 2026 guidance to 1.550-1.750 EPS.

Wall Street Analysts Forecast Growth

APTV has been the subject of a number of analyst reports. Piper Sandler raised shares of Aptiv from a “neutral” rating to an “overweight” rating and lifted their price objective for the stock from $87.00 to $103.00 in a research note on Thursday, January 8th. TD Cowen reissued a “buy” rating on shares of Aptiv in a research note on Friday, October 31st. BNP Paribas Exane lifted their price target on shares of Aptiv from $100.00 to $107.00 in a research note on Friday, November 21st. Argus boosted their price target on Aptiv from $78.00 to $99.00 in a research report on Monday, November 10th. Finally, Wells Fargo & Company lowered their price objective on shares of Aptiv from $100.00 to $99.00 and set an “overweight” rating on the stock in a research note on Tuesday, December 9th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and six have given a Hold rating to the company. According to MarketBeat, Aptiv currently has an average rating of “Moderate Buy” and an average target price of $99.48.

Aptiv Stock Performance

NYSE APTV opened at $77.99 on Tuesday. The stock has a market cap of $16.85 billion, a PE ratio of 61.90, a PEG ratio of 0.93 and a beta of 1.51. Aptiv has a fifty-two week low of $47.19 and a fifty-two week high of $88.93. The company has a debt-to-equity ratio of 0.80, a quick ratio of 1.26 and a current ratio of 1.79. The firm’s fifty day moving average price is $78.67 and its two-hundred day moving average price is $78.86.

Aptiv (NYSE:APTV) last released its earnings results on Monday, February 2nd. The auto parts company reported $1.86 earnings per share for the quarter, beating analysts’ consensus estimates of $1.82 by $0.04. Aptiv had a net margin of 1.46% and a return on equity of 18.51%. The business had revenue of $5.15 billion during the quarter, compared to the consensus estimate of $5.07 billion. During the same quarter in the prior year, the firm posted $1.75 EPS. The company’s revenue for the quarter was up 5.0% compared to the same quarter last year. Aptiv has set its Q1 2026 guidance at 1.550-1.750 EPS and its FY 2026 guidance at 8.150-8.750 EPS. On average, equities analysts expect that Aptiv will post 7.2 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, EVP Katherine H. Ramundo sold 5,000 shares of Aptiv stock in a transaction dated Thursday, January 8th. The stock was sold at an average price of $85.00, for a total value of $425,000.00. Following the completion of the sale, the executive vice president owned 116,959 shares of the company’s stock, valued at approximately $9,941,515. This trade represents a 4.10% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Insiders own 0.45% of the company’s stock.

Aptiv News Roundup

Here are the key news stories impacting Aptiv this week:

• Positive Sentiment: Q4 results beat expectations — Q4 EPS $1.86 vs. $1.82 est and revenue $5.15B vs. $5.07B; full?year revenue was a record ~$20.4B. The print demonstrates demand resilience and top?line growth. Aptiv Reports Fourth Quarter 2025 Financial Results
• Positive Sentiment: Longer?term bookings and strategic moves: management forecasted $30B+ in 2026 bookings and is preparing to spin off the Versigent (Electrical Distribution Systems) business — a move that could unlock value if executed cleanly. Aptiv forecasts $30B+ in 2026 bookings with Versigent spin while navigating FX and commodity headwinds
• Neutral Sentiment: Earnings?call color: management highlighted record sales and strategic rationale for the spin while emphasizing operational challenges (FX, commodities). The call gives context but left several execution questions. Aptiv Earnings Call: Record Sales, Spin and Margin Strain
• Neutral Sentiment: Transcripts and company materials are available for investor review (earnings transcript, slide deck, press release), useful for parsing margins, segment details and spin timing. Aptiv PLC (APTV) Q4 2025 Earnings Call Highlights
• Negative Sentiment: Near?term profit guidance disappointed: Q1 EPS guide 1.55–1.75 vs. ~1.92 consensus and FY EPS guide 8.15–8.75 vs. ~8.37 consensus — the Q1 gap and the conservative FY range signal margin pressure ahead. Aptiv slips as weak Q1 profit guidance, margin pressure offsets Q4 beat
• Negative Sentiment: Cost headwinds and taxes weighed on profit — management cited FX, commodity costs and higher tax items that trimmed margins this quarter and could persist, pressuring near?term profitability. Higher Taxes Take A Bite Out Of Aptiv’s Profits

Institutional Investors Weigh In On Aptiv

Large investors have recently added to or reduced their stakes in the company. CIBC Bancorp USA Inc. purchased a new stake in Aptiv in the third quarter worth about $2,590,000. Captrust Financial Advisors boosted its position in shares of Aptiv by 33.2% in the 3rd quarter. Captrust Financial Advisors now owns 24,296 shares of the auto parts company’s stock worth $2,095,000 after purchasing an additional 6,055 shares in the last quarter. Advisory Services Network LLC grew its stake in shares of Aptiv by 13.9% in the 3rd quarter. Advisory Services Network LLC now owns 19,088 shares of the auto parts company’s stock worth $1,646,000 after buying an additional 2,334 shares during the last quarter. Cim Investment Management Inc. bought a new position in Aptiv during the 3rd quarter valued at approximately $209,000. Finally, Jacobs Levy Equity Management Inc. purchased a new position in Aptiv during the third quarter valued at $3,070,000. Hedge funds and other institutional investors own 94.21% of the company’s stock.

About Aptiv

Aptiv plc is a global automotive technology company that develops safer, greener and more connected solutions for the mobility industry. The company designs and supplies advanced electrical architectures, electronic systems and software that enable vehicle connectivity, active safety, advanced driver-assistance systems (ADAS) and autonomous driving capabilities. Aptiv’s customers include major automakers and mobility service providers seeking to integrate higher levels of automation, electrification and software-defined features into production vehicles and mobility platforms.

Product and service offerings span vehicle electrical systems and wiring, connectors and harnesses, high-voltage electrification components, power electronics and charging solutions, sensors and compute platforms that support ADAS and autonomous functions, and the software and services required to integrate and manage these systems.