Aptiv (NYSE:APTV) Updates Q2 2026 Earnings Guidance

Aptiv (NYSE:APTV) issued an update on its second quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 1.300-1.500 for the period, compared to the consensus estimate of 1.630. The company issued revenue guidance of $3.2 billion-$3.4 billion, compared to the consensus revenue estimate of $3.7 billion. Aptiv also updated its FY 2026 guidance to 5.700-6.100 EPS.

Aptiv Stock Up 0.6%

APTV traded up $0.33 during trading on Thursday, hitting $57.13. 4,417,050 shares of the company’s stock were exchanged, compared to its average volume of 3,064,241. The company has a quick ratio of 1.23, a current ratio of 2.11 and a debt-to-equity ratio of 0.98. The business’s 50 day moving average is $65.80 and its two-hundred day moving average is $74.98. Aptiv has a fifty-two week low of $52.38 and a fifty-two week high of $88.93. The stock has a market cap of $12.09 billion, a P/E ratio of 33.80, a PEG ratio of 1.06 and a beta of 1.42.

Aptiv (NYSE:APTV) last released its quarterly earnings data on Tuesday, May 5th. The auto parts company reported $1.71 earnings per share for the quarter, topping the consensus estimate of $1.62 by $0.09. Aptiv had a net margin of 1.77% and a return on equity of 17.83%. The firm had revenue of $5.09 billion for the quarter, compared to the consensus estimate of $5.03 billion. During the same quarter in the prior year, the company posted $1.69 earnings per share. The business’s revenue was up 5.4% on a year-over-year basis. Aptiv has set its FY 2026 guidance at 5.700-6.100 EPS and its Q2 2026 guidance at 1.300-1.500 EPS. As a group, equities analysts expect that Aptiv will post 5.9 earnings per share for the current fiscal year.

Analysts Set New Price Targets

APTV has been the topic of several research reports. Wells Fargo & Company upped their price objective on shares of Aptiv from $81.00 to $82.00 and gave the stock an “overweight” rating in a report on Wednesday. Robert W. Baird lowered their price objective on shares of Aptiv from $105.00 to $74.00 and set an “outperform” rating on the stock in a report on Thursday, April 2nd. Fox Advisors upgraded shares of Aptiv from an “equal weight” rating to an “overweight” rating and set a $110.00 price objective on the stock in a report on Tuesday, January 13th. Zacks Research downgraded shares of Aptiv from a “hold” rating to a “strong sell” rating in a report on Monday, April 27th. Finally, Morgan Stanley upped their price objective on shares of Aptiv from $84.00 to $87.00 and gave the stock an “equal weight” rating in a report on Monday, March 30th. One analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $87.21.

Aptiv News Summary

Here are the key news stories impacting Aptiv this week:

• Positive Sentiment: Wells Fargo nudged its price target up (from $81 to $82) and kept an overweight rating, supporting upside expectations for APTV. Wells Fargo raises price target
• Positive Sentiment: The company completed/announced the Versigent spin?off transformation and posted Q1 results in that new corporate context — a strategic simplification that investors often view positively if it clarifies growth and capital allocation. Aptiv Posts Q1 Results
• Neutral Sentiment: Earlier Q1 coverage pieces and transcripts provide detail on metrics and guidance — useful for model updates but largely confirmatory after the release. See Zacks’ metrics comparison and the full earnings-call transcript for details. Zacks Q1 metrics Earnings call transcript
• Negative Sentiment: Citigroup cut its target substantially (from $109 to $92.33) though it maintained a buy — a signal that upside expectations were trimmed and analyst valuation assumptions are being moderated. Citigroup cuts target
• Negative Sentiment: Evercore reduced its price target (from $100 to $80) while keeping an outperform stance — another notable downward revision to peer valuations that increases near?term downside risk. Evercore cuts target
• Negative Sentiment: Barclays and Deutsche Bank also trimmed targets (Barclays to $73, Deutsche Bank to $74) despite maintaining positive ratings — the cluster of cuts is weighing on sentiment and headline valuations. Barclays cuts target Deutsche Bank cuts target
• Negative Sentiment: Post?earnings writeups flagged cash?flow and margin concerns that drove APTV to a 52?week low despite the EPS beat — these operational/FP&A issues are the main near?term risk to the stock. Cash flow & margin concerns

Institutional Investors Weigh In On Aptiv

A number of institutional investors have recently added to or reduced their stakes in the company. EverSource Wealth Advisors LLC increased its holdings in Aptiv by 523.1% during the second quarter. EverSource Wealth Advisors LLC now owns 2,561 shares of the auto parts company’s stock worth $175,000 after buying an additional 2,150 shares during the last quarter. Zions Bancorporation National Association UT boosted its position in Aptiv by 220.6% during the fourth quarter. Zions Bancorporation National Association UT now owns 1,696 shares of the auto parts company’s stock worth $129,000 after purchasing an additional 1,167 shares during the period. Parallel Advisors LLC boosted its position in Aptiv by 14.9% during the fourth quarter. Parallel Advisors LLC now owns 1,477 shares of the auto parts company’s stock worth $112,000 after purchasing an additional 192 shares during the period. UMB Bank n.a. boosted its position in Aptiv by 425.3% during the fourth quarter. UMB Bank n.a. now owns 1,329 shares of the auto parts company’s stock worth $101,000 after purchasing an additional 1,076 shares during the period. Finally, Brown Brothers Harriman & Co. boosted its position in Aptiv by 81.2% during the fourth quarter. Brown Brothers Harriman & Co. now owns 1,029 shares of the auto parts company’s stock worth $78,000 after purchasing an additional 461 shares during the period. 94.21% of the stock is owned by institutional investors.

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.