Aptiv Shares Rise 2% as Q4 Results Beat Expectations Despite Slowing Growth

Core Insights - Aptiv PLC reported fourth-quarter results that exceeded analyst expectations, with adjusted earnings per share of $1.86, slightly above the consensus estimate of $1.84 [1] - Revenue for the quarter reached $5.2 billion, surpassing expectations of $5.09 billion and reflecting a 5% year-over-year increase, although organic growth moderated to 3% after adjusting for currency and commodity impacts [1] Regional Performance - Regional performance showed mixed results, with North America growing by 8% and South America by 12%, while Europe and Asia both experienced a decline of 1% [2] - The adjusted operating margin contracted to 11.8% from 12.7% a year earlier, primarily due to $66 million in higher commodity costs and foreign exchange impacts [2] Full-Year and Future Outlook - For the full year 2025, Aptiv reported revenue of $20.4 billion, an increase of 3% year over year, or 2% on an adjusted basis [3] - The company announced plans to spin off its Electrical Distribution Systems business under the name Versigent [3] - Looking ahead, Aptiv forecasts fiscal 2026 revenue between $21.12 billion and $21.82 billion, with adjusted earnings per share projected between $8.15 and $8.75, broadly in line with analyst expectations [3]