Aptiv (NYSE:APTV) Updates FY 2026 Earnings Guidance

Aptiv (NYSE:APTV) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 5.600-5.800 for the period, compared to the consensus estimate of 6.160. The company issued revenue guidance of $12.6 billion-$12.8 billion, compared to the consensus revenue estimate of $14.4 billion. Aptiv also updated its Q3 2026 guidance to 1.250-1.350 EPS.

Aptiv Trading Down 1.0%

Shares of APTV traded down $0.49 during trading hours on Wednesday, hitting $47.23. The company had a trading volume of 3,382,072 shares, compared to its average volume of 2,994,392. The stock’s 50 day moving average price is $61.90 and its 200 day moving average price is $66.29. The company has a quick ratio of 1.57, a current ratio of 2.11 and a debt-to-equity ratio of 0.98. Aptiv has a 52-week low of $46.42 and a 52-week high of $88.93. The firm has a market cap of $9.99 billion, a P/E ratio of 27.95, a P/E/G ratio of 1.06 and a beta of 1.46.

Aptiv (NYSE:APTV) last announced its earnings results on Tuesday, August 4th. The auto parts company reported $1.63 earnings per share for the quarter, beating analysts’ consensus estimates of $1.42 by $0.21. Aptiv had a net margin of 1.77% and a return on equity of 17.83%. The firm had revenue of $3.27 billion for the quarter, compared to analyst estimates of $3.31 billion. During the same quarter in the previous year, the firm posted $2.12 EPS. The company’s revenue for the quarter was up 2.3% compared to the same quarter last year. Aptiv has set its FY 2026 guidance at 5.600-5.800 EPS and its Q3 2026 guidance at 1.250-1.350 EPS. On average, research analysts predict that Aptiv will post 5.93 EPS for the current year.

Analyst Ratings Changes

Several research firms have issued reports on APTV. Morgan Stanley downgraded Aptiv from an “overweight” rating to an “equal weight” rating and dropped their target price for the stock from $71.00 to $55.00 in a research report on Wednesday. Fox Advisors cut Aptiv from an “overweight” rating to an “equal weight” rating in a research report on Wednesday. Barclays lowered their price objective on Aptiv from $77.00 to $73.00 and set an “overweight” rating on the stock in a research report on Wednesday, May 6th. Royal Bank Of Canada raised their target price on shares of Aptiv from $81.00 to $90.00 and gave the stock an “outperform” rating in a research note on Monday, July 13th. Finally, Evercore dropped their price target on shares of Aptiv from $100.00 to $80.00 and set an “outperform” rating for the company in a research report on Tuesday, May 5th. Nineteen investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $79.85.

Insider Buying and Selling at Aptiv

In related news, EVP Katherine H. Ramundo sold 2,000 shares of the business’s stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $78.30, for a total value of $156,600.00. Following the completion of the transaction, the executive vice president directly owned 163,752 shares in the company, valued at $12,821,781.60. The trade was a 1.21% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 0.06% of the stock is currently owned by company insiders.

Key Aptiv News

Here are the key news stories impacting Aptiv this week:

• Positive Sentiment: Second-quarter adjusted EPS was $1.63, above the $1.42 analyst consensus, while revenue increased 2.3% year over year to $3.27 billion. Adjusted EBITDA rose to $613 million from $547 million, indicating improved margins and operating performance. Aptiv’s Q2 Earnings Beat Estimates, Revenues Increase Year Over Year
• Positive Sentiment: Aptiv is targeting approximately $300 million in 2026 revenue from robotics and drones, offering a potential growth avenue beyond its traditional automotive business. The company also repurchased 4.1 million shares for $250 million during the quarter, with $1.8 billion remaining under its buyback authorization. Aptiv expects 2026 revenue amid China weakness while targeting robotics and drone revenue
• Neutral Sentiment: Analyst sentiment became more cautious: Deutsche Bank lowered Aptiv from “buy” to “hold” but assigned a $56 price target, while Fox Advisors cut its rating from “overweight” to “equal weight.” The Deutsche Bank target still implies meaningful upside from recent levels. Aptiv downgraded by Deutsche Bank
• Negative Sentiment: Aptiv reduced 2026 revenue guidance to $12.6 billion-$12.8 billion from $12.8 billion-$13.2 billion and adjusted EPS guidance to $5.60-$5.80 from $5.70-$6.10. Third-quarter EPS guidance of $1.25-$1.35 and revenue guidance of $3.1 billion-$3.2 billion were also below consensus expectations. Aptiv Reports Second Quarter 2026 Financial Results
• Negative Sentiment: Free cash flow was only $12 million in the quarter and negative $196 million year to date, adding to concerns about near-term cash generation. The guidance cut and China-related risks appear to be outweighing the quarterly earnings beat.

Institutional Trading of Aptiv

Hedge funds have recently made changes to their positions in the company. NewEdge Advisors LLC grew its holdings in shares of Aptiv by 502.1% in the first quarter. NewEdge Advisors LLC now owns 15,557 shares of the auto parts company’s stock valued at $926,000 after purchasing an additional 12,973 shares in the last quarter. Woodline Partners LP raised its position in Aptiv by 439.2% in the 1st quarter. Woodline Partners LP now owns 76,109 shares of the auto parts company’s stock valued at $4,528,000 after purchasing an additional 61,994 shares in the last quarter. Focus Partners Wealth increased its holdings in Aptiv by 110.7% in the first quarter. Focus Partners Wealth now owns 9,511 shares of the auto parts company’s stock valued at $566,000 after buying an additional 4,998 shares during the last quarter. Geneos Wealth Management Inc. raised its position in Aptiv by 452.3% in the 1st quarter. Geneos Wealth Management Inc. now owns 486 shares of the auto parts company’s stock valued at $29,000 after purchasing an additional 398 shares during the last quarter. Finally, EverSource Wealth Advisors LLC increased its position in Aptiv by 523.1% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 2,561 shares of the auto parts company’s stock valued at $175,000 after acquiring an additional 2,150 shares during the period. 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.