Financial Performance - Record Q3 revenue of $5.2 billion, with adjusted growth of 6% year-over-year[4] - Record adjusted operating income of $654 million, up 10% year-over-year, driven by strong flow through on volume and manufacturing performance[4] - Record adjusted EPS of $2.17, up 19% year-over-year, driven by increased operating income and lower share count from repurchases[4] - Operating cash flow of $584 million, enabling ~$250 million of capital deployment in share repurchases and debt repayment[4] Business Highlights - Bookings of $8.4 billion, reflecting sequential acceleration in program award timing[4] - Strong performance outside of Automotive, with double-digit revenue growth attributable to markets outside of Automotive, including 20%+ growth in Wind River[3] - 30% growth in Software bookings year-to-date[10] - Approximately 85% of year-to-date bookings in China are with Local OEMs[10] Segment Performance - Advanced Safety & User Experience (AS&UX) revenue was $1.442 billion[34] - Engineered Components Group (ECG) revenue was $1.714 billion[35] - Electrical Distribution Systems (EDS) revenue was $2.286 billion[36] Outlook - Raising full-year revenue guidance to $20.15 billion - $20.45 billion, representing adjusted revenue growth of 2%[47] - Expecting revenue growth to accelerate into 2026[49]
Aptiv(APTV) - 2025 Q3 - Earnings Call Presentation