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Summary of Aptiv (NYSE: APTV) FY Conference Call - February 18, 2026 Company Overview - **Company**: Aptiv (NYSE: APTV) - **Event**: FY Conference Call - **Date**: February 18, 2026 - **Speakers**: Kevin Clark (Chairman and CEO), Varun Laroyia (CFO) Key Points Industry and Company Transition - Aptiv is undergoing a significant portfolio transition, highlighted by the upcoming spin-off of its EDS business into a new entity called Versigent, which focuses on signal power distribution in vehicles [7][9] - The separation aims to maximize value creation by allowing both Aptiv and Versigent to focus on their core competencies [9][13] Growth Dynamics - For FY 2026, Aptiv projects total company growth of 3%, with 2% organic growth, which is 3-4 points ahead of underlying Light Vehicle Production (LVP) [14] - Key growth drivers include robust bookings of $25 billion to $30 billion over the past few years, recovery from previous program cancellations, and increased bookings from domestic OEMs in China [15][16][40] - Non-automotive bookings are approximately $4 billion annually, with an expected growth rate of 8%-10% [20] Market Expansion - Aptiv is expanding its presence in non-automotive markets, leveraging its existing technology and capabilities in sectors like aerospace, defense, and telecommunications [13][27] - The company has seen significant growth in the APAC region, particularly in China, Japan, Korea, and India, with a focus on local engineering and manufacturing [41][42] Software and Services Revenue - Software revenue is projected to grow at a mid-teen rate, driven by demand for ADAS platforms and Wind River's embedded solutions [35][38] - The software segment is expected to contribute significantly to overall revenue growth, with a higher margin profile compared to hardware solutions [38] Margin Performance - Aptiv's EBITDA margin is expected to benefit from incremental sales volume, with a projected increase of 26%-27% for New Aptiv and 20%-22% for Versigent [54] - The company has successfully managed to offset price pressures through operational efficiencies and material performance [56] M&A Strategy - Aptiv has a history of over 25 M&A transactions, focusing on bolt-on acquisitions in the interconnect portfolio and partnerships in the intelligent systems segment [61][62] - The company aims to enhance its financial profile through strategic acquisitions that drive revenue growth and margin improvement [62] Financial Outlook - Aptiv is confident in achieving EPS growth above peers, with a focus on balancing growth and margin expansion [57][64] - The company is well-positioned for future growth, particularly post-spin-off, with significant opportunities in both automotive and non-automotive sectors [65] Additional Insights - The company has invested in inventory and established long-term agreements with memory providers to mitigate risks associated with supply chain disruptions [70] - Aptiv's strategy includes adapting to market demands and ensuring competitive pricing while maintaining quality and performance [30][70] This summary encapsulates the key insights and strategic directions discussed during the Aptiv FY Conference Call, highlighting the company's focus on growth, market expansion, and operational efficiency.

Stellantis Under Scrutiny After EV Adoption Forecasts Prove "Overly Optimistic" [Accessibility Statement] Skip NavigationNYSE: STLANEW YORK, Feb. 18, 2026 /PRNewswire/ -- Levi & Korsinsky, LLP is investigating Stellantis NV (NYSE: STLA) concerning whether the company's prior public statements about the trajectory of its electric-vehicle programs were consistent with information available to management at the time. On February 6, 2026, Stellantis disclosed a €22–22.2 billion charge and acknowledged that its ...

分组1 - Genuine Parts Company (GPC) reported Q4 results on February 17, leading to a nearly 15% decline in stock price [1] - The announcement of business separation plans did not positively impact GPC's share performance [1] 分组2 - The company focuses on identifying mispriced securities by understanding the drivers behind financials, often revealed through DCF model valuation [1]

Strategic focus remains on driving operating leverage by translating incremental transaction volumes into EBITDA growth through tight cost management.Commercial construction and transportation (CC&T) showed early signs of recovery as seller confidence improved alongside stabilizing equipment values and lower interest rates.The narrowing inflation differential between vehicle repair costs and used car pricing supported a 10 basis point increase in total loss frequency to 24.2%.Management secured a multi-year ...

Industry Overview - Electric vehicles (EVs) experienced a significant slowdown in sales growth after a record year in 2024, where 1.3 million EVs were sold in the U.S. market [1] - The removal of federal government-backed EV sales tax incentives in October 2025 resulted in a drastic decline in total EV sales, which fell by 46% in the fourth quarter compared to the third quarter and decreased by 36% year over year [2] - In 2025, EVs held a 7.8% market share of total U.S. vehicle sales, a decrease from 8.1% in 2024 [2] Company Performance - Rivian Automotive, a manufacturer of premium-priced all-electric SUVs and trucks, has seen its stock price recover despite a challenging market, outperforming Tesla and major indices like the Nasdaq-100 and S&P 500 over the past year [4] - Rivian's stock surged by approximately 26% following its fourth-quarter earnings report on February 12, 2026, which highlighted an 8% increase in annual revenue and a $1.3 billion improvement in gross profits year over year [6] - Although Rivian's automotive revenue decreased by 15% in 2025 compared to 2024, revenue from software and services increased dramatically by 222%, primarily due to a partnership with Volkswagen Group [7] Future Projections - Rivian delivered 42,247 vehicles in 2025 and is forecasting deliveries of 62,000 to 67,000 vehicles in 2026, indicating a potential increase of up to 59% if the high end of the range is achieved [8]

Polestar Automotive (NasdaqGM:PSNY) Update / briefing February 18, 2026 07:00 AM ET Company ParticipantsAnna Gavrilova - Head of Investor RelationsFredrika Klarén - Head of SustainabilityGiacomo Reghelin - Equity Research Senior AssociateMichael Lohscheller - CEOPhilipp Römers - Head of DesignStephanie Johansson - HostNone - Video NarratorConference Call ParticipantsAndres Sheppard - Managing Director and Senior Equity AnalystCamille Obeid - Equity Research AnalystStephanie JohanssonHello, everyone, and wel ...

MCNEX Launches Industry's First Automotive-Grade QHD Front-and-Rear Cameras over Unshielded Cables & Connectors, Based on Valens Semiconductor's VA7000 A-PHY Chipsets [Accessibility Statement] Skip NavigationThe cameras allow OEMs to reduce harness cost by operating over the simplest channels, including UTP and low-cost Coax, while retaining high-resolution imaging; MCNEX also introduces to market a 4K rear camera based on A-PHYSEOUL, South Korea and HOD HASHARON, Israel, Feb. 18, 2026 /PRNewswire/ -- MCNEX ...

On Sunday, Elon Musk said his $849.3 billion fortune is overwhelmingly tied to his ownership stakes in Tesla Inc. (NASDAQ:TSLA) and SpaceX. Musk Responds To Wealth Creation Debate Responding to a post on X about Musk creating wealth for others, the tech mogul said he has already created it "thousands of times over." "My ‘net worth' is almost entirely due to my ownership stakes in Tesla and SpaceX. I have <0.1% that is cash," Musk wrote. He added that employees at both companies receive stock and options ...

Core Insights - VinFast Auto aims to sell 300,000 vehicles globally by 2026, focusing on expanding into international markets with new models [1] - The company experienced a significant increase in global sales, which more than doubled to 196,919 vehicles in 2025 from 97,399 units in 2024, primarily due to strong domestic market performance [1] Domestic Market Performance - In Vietnam, VinFast's sales nearly doubled to 175,099 units in 2025, representing about one-third of the total 564,000 light vehicles sold in the country that year, aided by the launch of new battery-powered MPVs [2] - Domestic sales further increased by 55% to 16,172 units in January 2026, although this was a 42% decline from the record 27,649 units sold in December [2] Market Outlook and Strategy - GlobalData projects a modest 4% increase in total light vehicle sales in Vietnam, reaching 587,000 units in 2026, indicating rising competition in the domestic market [3] - To achieve its sales targets, VinFast is focusing on stronger growth in overseas markets, including Indonesia, India, and the Philippines, supported by the introduction of new models like the Limo Green taxi and VF MPV 7, along with an expanded distribution network [3]