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Core Viewpoint - Aptiv raised its full-year profit forecast, driven by sustained demand for its electrical and software systems from the global auto industry [1] Company Summary - Aptiv's increased profit forecast indicates strong performance and confidence in the automotive sector's recovery and growth [1] Industry Summary - The global auto industry is experiencing sustained demand for electrical and software systems, which is positively impacting companies like Aptiv [1]

October 30, 2025 APTIV Third Quarter 2025 Earnings Call Forward-Looking Statements This presentation, as well as other statements made by Aptiv PLC (the "Company"), contain forward-looking statements that reflect, when made, the Company's current views with respect to current events, certain investments and acquisitions and financial performance. Such forward-looking statements are subject to many risks, uncertainties and factors relating to the Company's operations and business environment, which may cause ...

Financial Performance - U.S. GAAP revenue for Q3 2025 was $5.2 billion, a 7% increase year-over-year, with a 6% increase when adjusted for currency exchange and commodity movements[6]. - The company reported a U.S. GAAP net loss of $355 million for Q3 2025, including a non-cash goodwill impairment charge of $648 million[8]. - Adjusted Operating Income for Q3 2025 was $654 million, with an Adjusted Operating Income margin of 12.5%, up from 12.2% in the prior year[9]. - Year-to-date revenue for 2025 reached $15.2 billion, a 3% increase from the prior year, with adjusted revenue growth of 2%[11]. - Year-to-date Adjusted Net Income totaled $1,324 million, or $5.96 per diluted share, reflecting a 10.8% increase in net income and a 31.6% increase in earnings per share compared to the prior year[12]. - Net sales for Q3 2025 reached $5,212 million, a 7% increase from $4,854 million in Q3 2024[32]. - Operating loss for Q3 2025 was $(175) million compared to an operating income of $503 million in Q3 2024[32]. - Net loss attributable to Aptiv for the nine months ended September 30, 2025, was $(355) million, a significant decrease from net income of $1,519 million in the same period of 2024[32]. - Adjusted Revenue Growth for the three months ended September 30, 2025, was 6%, with reported net sales increasing by 7%[43]. - For the nine months ended September 30, 2025, Adjusted Revenue Growth was 2%, with reported net sales increasing by 3%[43]. - The company reported a net loss attributable to Aptiv of $355 million for the three months ended September 30, 2025, with an operating loss of $175 million[46]. - Adjusted net income attributable to Aptiv for Q3 2025 was $471 million, up from $449 million in Q3 2024, representing a 4.9% increase[53]. Cash Flow and Assets - The company generated cash flow from operations of $584 million in Q3 2025, compared to $499 million in the prior year[10]. - Total current assets increased to $8,760 million as of September 30, 2025, up from $7,826 million at the end of 2024[34]. - Cash and cash equivalents at the end of Q3 2025 were $1,640 million, compared to $1,573 million at the end of 2024[34]. - The company reported a net cash provided by operating activities of $1,367 million for the nine months ended September 30, 2025, compared to $1,386 million in 2024[36]. - Cash flow before financing for Q3 2025 was $451 million, compared to $325 million in Q3 2024, indicating a 38.8% increase[56]. - Cash flows from operating activities for the nine months ended September 30, 2025, totaled $1,367 million, slightly down from $1,386 million in the same period of 2024[56]. Shareholder Actions - The company repurchased 1.2 million shares for $96 million in Q3 2025, with a total of 18.9 million shares repurchased year-to-date for $1.2 billion[19]. - The weighted average diluted shares outstanding decreased to 217.41 million in Q3 2025 from 222.30 million in Q3 2024[39]. Future Guidance - The company expects Q4 2025 net sales to be between $4.905 billion and $5.205 billion, with full year 2025 guidance of $20.150 billion to $20.450 billion[21]. - The anticipated U.S. GAAP net income for Q4 2025 is projected to be between $210 million and $270 million, with a net income margin of 4.3% to 5.2%[21]. - Estimated adjusted operating income for Q4 2025 is projected to be $595 million, with an operating margin of 11.8%[58]. - Estimated full-year adjusted net income attributable to Aptiv for 2025 is expected to be $1,710 million, with an adjusted net income per share of $7.70[60]. - Estimated interest expense for the full year 2025 is projected to be $360 million[58]. - The company plans to incur restructuring costs of approximately $200 million for the full year 2025[58]. Segment Performance - Adjusted operating income for the Electrical Distribution Systems segment increased by 54% to $192 million in Q3 2025, compared to $125 million in Q3 2024[38]. - Adjusted Operating Income for the three months ended September 30, 2025, was $654 million, representing a margin of 12.5%[46]. - The Adjusted Operating Income margin for the nine months ended September 30, 2025, was 12.2%[46]. - Adjusted EBITDA for the three months ended September 30, 2025, was $851 million, compared to $778 million for the same period in 2024[51]. Impairments and Expenses - The company incurred a goodwill impairment of $648 million during the three months ended September 30, 2025[46]. - Goodwill impairment recorded in Q3 2025 was $648 million, with an additional estimated $650 million for the full year 2025[56][58]. - The company recognized a tax impact of $294 million due to changes in tax incentives for its Swiss subsidiary[53]. - The company reported interest expenses of $90 million for the three months ended September 30, 2025[51].

SCHAFFHAUSEN, Switzerland--(BUSINESS WIRE)--Aptiv PLC (NYSE: APTV), a global technology company focused on making the world safer, greener and more connected, today reported record financial results for the third quarter of 2025, with revenues increasing 7% to $5.2 billion. Additionally, the Company raised its full year 2025 guidance, reflecting the strong third quarter performance. Third Quarter Financial Highlights Include: U.S. GAAP revenue of $5.2 billion, an increase of 7% Revenue increase. ...

Core Insights - Aptiv PLC (APTV) is expected to release its third-quarter 2025 results on October 30, with earnings estimated at $1.81 per share, reflecting a 1.09% decline year-over-year, while revenues are projected at $5.06 billion, indicating a 4.25% increase from the previous year [1][8] Financial Performance Expectations - For Q3 2025, Aptiv anticipates revenues between $4.95 billion and $5.10 billion, with adjusted EPS expected between $1.6 and $1.8. The adjusted operating income margin is projected to be between 11.3% and 12%, and the adjusted EBITDA margin is expected to range from 15.3% to 15.8% [3] - For the full year 2025, Aptiv expects revenues between $20 billion and $20.3 billion, with adjusted EPS anticipated between $7.3 and $7.6 per share. The adjusted operating income margin is projected to be between 11.9% and 12.2%, with capital expenditure expected at $780 million [4] Recent Performance and Trends - Aptiv has a strong earnings surprise history, having beaten earnings estimates in each of the last four quarters, with an average surprise of 10.29% [2] - In Q2 2025, Aptiv reported adjusted earnings of $2.12 per share, surpassing estimates by 18.4% and increasing 34.2% year-over-year. Revenues for the same quarter were $5.21 billion, exceeding estimates by 3.5% and rising 3.1% year-over-year [7] Strategic Initiatives - The company's advanced safety and user experience segment is expected to benefit from cost reductions through the optimization of AI workloads. Collaboration with ServiceNow aims to enhance automation and efficiency across various sectors, potentially creating new revenue opportunities [5][8] - Aptiv's adoption of over 450 AI workflows is expected to accelerate digital transformation, supporting long-term growth and profitability [5] Earnings Prediction Model - The Zacks model predicts an earnings beat for Aptiv in the upcoming reporting cycle, supported by a positive Earnings ESP of +4.83% and a Zacks Rank of 2 (Buy) [6]

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Core Insights - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, particularly in the financial sector, to achieve exceptional returns [1] - Identifying a growth stock that can fulfill its potential is challenging due to inherent risks and volatility associated with such investments [1] Company Overview - Aptiv PLC (APTV) is highlighted as a recommended growth stock due to its favorable Growth Score and top Zacks Rank [2] - The company has a historical EPS growth rate of 32.7%, with projected EPS growth of 20.7% this year, surpassing the industry average of 15.1% [4] Earnings Growth - Earnings growth is crucial for investors, with double-digit growth being a strong indicator of a company's prospects [3] - APTIV's projected EPS growth of 20.7% this year positions it favorably compared to industry standards [4] Cash Flow Growth - APTIV's year-over-year cash flow growth stands at 12.5%, significantly higher than the industry average of -8.6% [5] - The company's annualized cash flow growth rate over the past 3-5 years is 5.7%, compared to the industry average of 1.8% [6] Earnings Estimate Revisions - Positive trends in earnings estimate revisions are correlated with stock price movements, and APTIV has seen a 1.4% increase in current-year earnings estimates over the past month [7] Conclusion - APTIV holds a Growth Score of A and a Zacks Rank of 2, indicating strong potential for outperformance in the growth stock category [9]

Core Viewpoint - The comparison between Aptiv PLC (APTV) and Modine (MOD) indicates that APTV is more attractive to value investors due to its stronger earnings estimate revisions and favorable valuation metrics [1][3][7] Valuation Metrics - APTV has a forward P/E ratio of 11.33, significantly lower than MOD's forward P/E of 33.83 [5] - APTV's PEG ratio is 0.93, while MOD's PEG ratio is 1.00, suggesting APTV is expected to grow earnings at a more favorable rate relative to its price [5] - APTV's P/B ratio stands at 1.89, compared to MOD's P/B of 8.07, indicating APTV is more undervalued based on its book value [6] Investment Grades - APTV holds a Zacks Rank of 2 (Buy), reflecting a positive analyst outlook, while MOD has a Zacks Rank of 3 (Hold) [3] - APTV has received a Value grade of A, whereas MOD has a Value grade of C, further supporting APTV's position as the superior choice for value investors [6][7]

Core Insights - Aptiv PLC (APTV) has shown significant year-to-date performance, gaining approximately 41.5%, which is substantially higher than the average gain of 9.4% in the Auto-Tires-Trucks sector [4] - The Zacks Rank for Aptiv PLC is 2 (Buy), indicating a favorable outlook based on earnings estimate revisions and improving earnings outlooks [3] Company Performance - Aptiv PLC is part of the Auto-Tires-Trucks group, which consists of 99 companies and currently ranks 10 in the Zacks Sector Rank [2] - The Zacks Consensus Estimate for Aptiv's full-year earnings has increased by 4.6% over the past three months, reflecting improved analyst sentiment [4] - In comparison, Standard Motor Products (SMP) has also outperformed the sector with a year-to-date return of 31.9% and a Zacks Rank of 2 (Buy) [5] Industry Context - Aptiv PLC belongs to the Automotive - Original Equipment industry, which includes 51 companies and is currently ranked 73 in the Zacks Industry Rank, with an average gain of 3.7% this year [6] - In contrast, Standard Motor Products is part of the Automotive - Replacement Parts industry, which has seen a decline of 8.6% year to date and consists of 7 stocks currently ranked 27 [6]