Financial Performance - Revenue reached $5.2 billion, with an adjusted growth of 2% year-over-year, driven by strong volumes in North America and Asia-Pacific[4] - Operating income increased by 4% year-over-year to $628 million, attributed to volume flow and operating performance offsetting foreign exchange and commodities headwinds[4] - Adjusted EPS rose by 34% year-over-year to $2.12, due to higher operating income and proactive capital allocation actions[4] - Operating cash flow amounted to $510 million, bolstering the balance sheet and providing flexibility for capital allocation[4] New Business and Market Trends - The company secured $5.4 billion in new business awards, leveraging trends in electrification, automation, and digitalization[3] - Bookings showed quarter-over-quarter growth despite heightened macro uncertainty, with awards across a diversified mix of customers and end markets[12] - 85% of year-to-date China bookings are with local Original Equipment Manufacturers (OEMs)[12] Segment Performance - Electrical Distribution Systems (EDS) revenue grew by 5% adjusted, with strong volume growth in North America and Asia-Pacific[30, 31] - Engineered Components Group (ECG) revenue increased by 5% adjusted, driven by growth in Asia-Pacific and Europe[30] - Advanced Safety & User Experience (AS&UX) revenue decreased by 3% adjusted, due to the roll-off of legacy UX platforms and lower volumes with local China OEMs[30] Full Year 2025 Outlook - The company anticipates full year 2025 adjusted revenue growth of 2%[37] - Full year 2025 operating cash flow is expected to be approximately $2 billion[37]
Aptiv(APTV) - 2025 Q2 - Earnings Call Presentation