Aptiv (NYSE:APTV) Releases Q2 2026 Earnings Guidance

Aptiv (NYSE:APTV) updated its second quarter 2026 earnings guidance on Tuesday. 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.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on APTV. Oppenheimer reduced their price target on shares of Aptiv from $106.00 to $84.00 and set an “outperform” rating on the stock in a report on Monday, April 13th. Evercore reduced their price target on shares of Aptiv from $100.00 to $80.00 and set an “outperform” rating on the stock in a report on Tuesday. BNP Paribas Exane reduced their price target on shares of Aptiv from $107.00 to $83.00 and set an “outperform” rating on the stock in a report on Tuesday, April 14th. The Goldman Sachs Group began coverage on shares of Aptiv in a report on Monday, April 13th. They issued a “buy” rating and a $74.00 price target on the stock. Finally, HSBC reduced their price target on shares of Aptiv from $81.32 to $75.00 and set a “buy” rating on the stock in a report on Monday, April 27th. One research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, Aptiv currently has an average rating of “Moderate Buy” and an average target price of $87.64.

Aptiv Trading Up 3.3%

Shares of NYSE:APTV traded up $1.80 during trading on Wednesday, reaching $56.63. The stock had a trading volume of 1,682,134 shares, compared to its average volume of 2,570,410. The business has a fifty day moving average price of $66.21 and a 200-day moving average price of $75.17. The company has a quick ratio of 1.23, a current ratio of 1.74 and a debt-to-equity ratio of 0.79. The stock has a market cap of $12.07 billion, a P/E ratio of 74.64, a PEG ratio of 0.79 and a beta of 1.42. Aptiv has a fifty-two week low of $52.38 and a fifty-two week high of $88.93.

Aptiv (NYSE:APTV) last issued its quarterly earnings results on Tuesday, May 5th. The auto parts company reported $1.71 EPS for the quarter, topping the consensus estimate of $1.62 by $0.09. Aptiv had a net margin of 0.81% and a return on equity of 18.22%. The firm had revenue of $5.09 billion during the quarter, compared to analyst estimates of $5.03 billion. During the same quarter in the prior year, the business posted $1.69 earnings per share. Aptiv’s revenue for the quarter was up 5.4% compared to the same quarter last year. 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, analysts anticipate that Aptiv will post 8.28 earnings per share for the current fiscal year.

Key Aptiv News

Here are the key news stories impacting Aptiv this week:

• Positive Sentiment: Q1 results beat expectations — Aptiv reported $1.71 EPS vs. $1.62 consensus and revenue of ~$5.09B, up ~5% year?over?year, showing top?line resilience. Aptiv PLC (APTV) Tops Q1 Earnings and Revenue Estimates
• Positive Sentiment: Some analyst support: Wells Fargo raised its price target to $82 and kept an overweight rating, signaling at least one bullish institutional view. Benzinga
• Neutral Sentiment: EDS spin?off (Versigent) completed April 1; Q1 results include EDS, and management provided new guidance on a post?spin basis, which makes year?over?year comparability and guidance interpretation more complex. Aptiv Reports First Quarter 2026 Financial Results
• Negative Sentiment: Guidance cut: Aptiv lowered Q2 2026 EPS to $1.30–1.50 (consensus ~1.63) and FY 2026 EPS to $5.70–6.10 (consensus ~6.60), and issued lighter revenue targets — the guidance shortfall is the primary bearish catalyst. Aptiv Earnings Summary & Guidance
• Negative Sentiment: Analysts trimmed price targets after the print: Evercore cut to $80 (from $100), Barclays to $73 (from $77), and Citi lowered to $92.33 (from $109) — signaling reduced near?term upside expectations despite some maintained buy/outperform labels. Evercore cuts price target on Aptiv Barclays adjusts price target on Aptiv Citigroup cuts price target on Aptiv
• Negative Sentiment: Investor concerns on margins and cash flow: post?earnings commentary and coverage flagged cash?flow and margin pressure as reasons for the sell?off despite the beat, which helps explain why the stock fell to a 52?week low after the report. Aptiv crashes to 52-week low post-earnings beat

Hedge Funds Weigh In On Aptiv

Several institutional investors and hedge funds have recently bought and sold shares of APTV. Advisors Asset Management Inc. grew its stake in Aptiv by 4.2% during the fourth quarter. Advisors Asset Management Inc. now owns 3,559 shares of the auto parts company’s stock worth $271,000 after buying an additional 143 shares during the period. Towarzystwo Funduszy Inwestycyjnych PZU SA grew its stake in Aptiv by 60.0% during the fourth quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 480 shares of the auto parts company’s stock worth $37,000 after buying an additional 180 shares during the period. Parallel Advisors LLC grew its stake 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 buying an additional 192 shares during the period. Brown Brothers Harriman & Co. grew its stake in Aptiv by 53.9% during the third quarter. Brown Brothers Harriman & Co. now owns 568 shares of the auto parts company’s stock worth $49,000 after buying an additional 199 shares during the period. Finally, Wedbush Securities Inc. grew its stake in Aptiv by 6.4% during the fourth quarter. Wedbush Securities Inc. now owns 3,769 shares of the auto parts company’s stock worth $287,000 after buying an additional 227 shares during the period. Institutional investors and hedge funds 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.