Aptiv Community

Key Takeaways Rising demand for advanced vehicle electronics and ADAS is driving growth, margin expansion, and recurring high-margin software revenue opportunities for Aptiv. Diversification into non-automotive sectors and emerging markets, along with business restructuring, is improving margins, earnings stability, and strategic flexibility.Read more

Key Takeaways Shifts toward shared mobility and OEM insourcing threaten Aptiv's long-term revenue growth and market relevance as vehicle ownership plateaus. Rising input costs, ongoing R&D outlays, and customer concentration risks could squeeze margins and destabilize future earnings.Read more

Key Takeaways Growing software and intelligent systems revenue, strengthened by strategic partnerships and electrification demand, is driving higher margins and diversified long-term growth. The spin-off of EDS will create a leaner, more focused company, improving operational execution and supporting enhanced returns and efficiency.Read more