Aptiv PLC

Informe acción NYSE:APTV

Capitalización de mercado: US$11.1b

Aptiv Resultados de beneficios anteriores

Pasado controles de criterios 1/6

Aptiv ha aumentado sus beneficios a una tasa media anual de 13.7%, mientras que los beneficios de la industria de Auto Components han experimentado un crecimiento de 5.8% anual. Los ingresos han ido creciendo a una tasa media de 6.8% al año. La rentabilidad financiera de Aptiv es de 4%, y sus márgenes netos son de 1.8%.

Información clave

13.68%

Tasa de crecimiento de los beneficios

15.16%

Tasa de crecimiento del BPA

Crecimiento de la industria Auto Components 10.46%
Tasa de crecimiento de los ingresos6.80%
Rentabilidad financiera4.02%
Margen neto1.77%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización de narrativa May 03

APTV: Versigent Spin Off And Margin Profile Will Shape Future Upside

Analysts have reduced their average Aptiv price targets by a double-digit dollar amount, broadly citing recent target cuts across banks along with modest adjustments to revenue growth, profit margin and P/E assumptions, while the model-derived fair value remains $74.00. Analyst Commentary Recent research on Aptiv shows a cluster of price target cuts alongside a few more constructive opinions, giving you a mixed but generally cautious research backdrop to weigh against the model based fair value of $74.00.
Actualización de narrativa Apr 19

APTV: Versigent Spin Off And Margin Profile Will Drive Future Upside

Aptiv's analyst fair value estimate has been revised from about $86.38 to $74.00 as analysts weigh a softer revenue outlook against slightly higher margin expectations and a richer future P/E, following a broad round of recent price target cuts and one modest increase. Analyst Commentary Recent research on Aptiv reflects a mixed backdrop, with a clear cluster of bearish analysts trimming price targets and expressing more caution on execution, growth, and valuation risks, even as a few major firms maintain a more constructive stance.
Actualización de narrativa Apr 05

APTV: Spin Offs And ADAS Content Are Expected To Reframe Earnings Profile

Aptiv's analyst price target has been trimmed from $109 to $107 as analysts factor in weaker revenue growth expectations, alongside higher projected margins and a higher future P/E multiple. Analyst Commentary Recent research updates show a mix of reduced price targets and fresh upgrades, with several bullish analysts highlighting potential value as Aptiv prepares for portfolio changes and spin offs.
Actualización de narrativa Mar 21

APTV: Versigent And EDS Spinoffs Will Unlock Future Upside Potential

Narrative Update on Aptiv The analyst price target for Aptiv has edged higher by about $0.76. The shift is supported by analysts pointing to potential value from the upcoming Versigent spin off, a reassessment of low current valuation multiples, and more constructive views on the company's growth and margin profile.
Actualización de narrativa Mar 07

APTV: EDS Spinoff And Auto Tech Focus Will Drive Bullish Outlook

Aptiv's updated analyst price target edges slightly lower to $85.61 from $86.72, as analysts balance a modestly higher discount rate with slightly firmer revenue growth and margin assumptions. They also point to recent Buy ratings and upgraded targets that reflect confidence in the company's broader opportunity set.
Actualización de narrativa Feb 21

APTV: EDS Spinoff And Physical AI Will Shape Balanced Outlook

Aptiv's updated fair value estimate has been reduced by about $3.69 per share as analysts factor in a slightly higher discount rate, more measured revenue growth assumptions, stronger margin expectations, and a lower future P/E. This reflects both recent price target changes and increased confidence in the company's broader opportunity set highlighted in multiple upgrades.
Actualización de narrativa Feb 07

APTV: Electrical Distribution Systems Spinoff And ADAS Wins Will Reshape Earnings Profile

Aptiv's analyst fair value estimate has moved from $95.00 to $109.00 as analysts weigh mixed price target revisions, with a focus on potential benefits tied to the Electrical Distribution Systems spinoff, improved margin expectations, and updated P/E assumptions. Analyst Commentary Recent Street research on Aptiv reflects a mix of target changes, but the tone of several reports leans constructive, especially around the Electrical Distribution Systems spinoff and management's positioning of the business.
Actualización de narrativa Jan 24

APTV: EDS Spinoff And Physical AI Expansion Will Drive Upside

Analysts have nudged their Aptiv price targets higher, with our fair value estimate moving from about $85.81 to $90.41 as they highlight potential upside from the planned Electrical Distribution Systems spinoff, a broader opportunity set beyond autos, and updated assumptions around profit margins and future P/E multiples. Analyst Commentary Recent research has largely highlighted potential upside around Aptiv's portfolio mix and the planned Electrical Distribution Systems spinoff, with several firms adjusting price targets higher and upgrading their ratings.
Seeking Alpha Jan 13

Aptiv: Positive On Non-Automotive Diversification And Good Risk Management

Summary Aptiv is still deserving of a 'Buy,' considering its future business mix changes and the efforts to protect its downside. APTV targets to have two-fifths of its top line generated from non-automotive businesses by 2030. These include high-growth verticals like aerospace and robotics. APTV has managed its risks well through debt pay-down and preemptive semiconductor stockpiling. Read the full article on Seeking Alpha
Actualización de narrativa Jan 10

APTV: EDS Separation Will Unlock Physical AI Upside Across Diversified End Markets

Analysts have nudged their price expectations for Aptiv higher, with our fair value estimate moving from about US$99.65 to US$100.81. They highlight more realistic growth targets, a broader business mix beyond auto technology, and updated long term forecasts through 2026.
Actualización de narrativa Dec 24

APTV: Medium Term Bookings And Physical AI Shift Will Drive Upside

Narrative Update The analyst-derived fair value estimate for Aptiv has been raised from approximately $65 to $86 per share. This reflects analysts' increased confidence in the company’s improving profit margins, slightly better growth trajectory, and higher long term earnings power supported by recent price target hikes and positive medium term bookings commentary.
Actualización de narrativa Dec 09

APTV: EDS Separation Will Unlock Physical AI Upside And Support Multiple Expansion

Aptiv's analyst price target has been nudged higher by about $1 to just under $100, as analysts point to resilient operating results, improving bookings visibility into 2025 and 2026, and growing confidence that the planned EDS spin and broader industrial and Physical AI exposure can support modestly faster growth at a slightly higher earnings multiple. Analyst Commentary Analysts are broadly constructive on Aptiv, highlighting resilient fundamentals, a clearer multi year growth runway, and the potential for valuation re rating as the portfolio shifts toward higher growth, higher margin end markets.
Actualización de narrativa Nov 25

APTV: EDS Separation Will Unlock Value And Reframe Future Business Model

Aptiv's analyst price target has inched higher to $98.24 from $97.53. Analysts cite resilient quarterly performance, diversification into new markets, and ongoing business transformation as key drivers of the improved outlook.
Actualización de narrativa Nov 07

APTV: Planned EDS Separation Will Drive New High-Margin Opportunities Into 2026

Aptiv's analyst price target increased by $2 to approximately $97.53. Analysts point to recent strong operating results, margin improvement, and a more diversified business outlook as primary drivers for the upward revision.
Actualización de narrativa Oct 24

Spin-Off Plans And ADAS Expansion Will Drive Next-Generation Market Opportunities

Aptiv's fair value estimate has been raised from $91.81 to $95.53. Analysts cite higher EBITDA projections, improved market sentiment, and resilience in end-market demand as key drivers for the upward revision.
Actualización de narrativa Oct 10

Advanced Electrical Architectures And ADAS Will Fuel Future Markets

Aptiv's analyst price target has increased from $88 to $91.81, as analysts cite stronger industry and end-market performance, improved business dynamics, and optimism around the company's pending spinoff. Analyst Commentary Recent analyst commentary on Aptiv has become notably more optimistic, with multiple firms updating price targets and ratings to reflect stronger industry fundamentals and improved company performance.
Actualización de narrativa Sep 26

Advanced Electrical Architectures And ADAS Will Fuel Future Markets

Driven by improved industry resilience, robust end market demand, and higher growth prospects following Aptiv’s planned EDS spinoff and ADAS expansion, analysts have raised the consensus price target from $86.50 to $88.00. Analyst Commentary Improved industry resilience and consumer strength, with light vehicle production and sales holding up better than expected despite ongoing tariffs.
Actualización de narrativa Sep 11

Advanced Electrical Architectures And ADAS Will Fuel Future Markets

Aptiv's consensus price target has been modestly raised to $86.50, reflecting analysts’ increased confidence driven by strong operating results, diversification beyond autos, and positive industry fundamentals. Analyst Commentary Resilient operating results and exposure to secular growth trends in advanced driver-assistance systems (ADAS).
Actualización de narrativa Aug 27

Advanced Electrical Architectures And ADAS Will Fuel Future Markets

Analysts have raised Aptiv’s price target slightly to $84.19, citing improved industry fundamentals and stronger expectations for Q2 results among auto suppliers, especially given their relative resilience versus automakers. Analyst Commentary Bullish analysts expect solid Q2 results from Aptiv, reflecting strength in autos and mobility.
Artículo de análisis Jul 10

Improved Earnings Required Before Aptiv PLC (NYSE:APTV) Shares Find Their Feet

With a price-to-earnings (or "P/E") ratio of 9.9x Aptiv PLC ( NYSE:APTV ) may be sending bullish signals at the moment...
Artículo de análisis Jun 18

These 4 Measures Indicate That Aptiv (NYSE:APTV) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Feb 14

Aptiv: A Deep Value Stock With Momentum Turning Positive

Summary Aptiv's stock is undervalued; improved margins, growth expected to return, and positive short-term price momentum make it a good buy. Aptiv's technological expertise positions it well to address evolving vehicle connectivity and safety regulations, ensuring mid-term growth. Expected mid-term revenue growth and improved margins justify a sector average PE base target price of $123, maintaining a buy rating. Read the full article on Seeking Alpha
Seeking Alpha Dec 24

Aptiv: Sensible Bet On Long-Term EV Penetration

Summary Aptiv sells roughly 2x more electrical content per EV versus traditional ICE cars and 1.6x more for PHEVs. Below I argue EV penetration in the US will increase but more slowly due to Trump tariffs and the removal of EVs incentives granted under Biden. Despite a difficult trading environment globally for auto OEMs, Aptiv is still favorably positioned as a leading Western-based tier 1 auto supplier. I view Aptiv as a "buy" with a price target closer to $93 per share, which is roughly 63% higher than the current trading price. Read the full article on Seeking Alpha
Seeking Alpha Dec 16

Aptiv: A Value Stock Amidst EV Adoption Slowdown (Rating Upgrade)

Summary Aptiv's growth has stalled in 2024 due to a slowdown in relevant EV production amid temporarily slower global EV adaption and lagging car sales. Long-term trends in EV adoption remain a clear positive for Aptiv despite the company's uncertain ability to capture growth in Chinese manufacturing. Given Aptiv's stock price decline, strong margin control, and long-term growth tailwinds, I now estimate upside of 65% to a fair value of ~$96. Read the full article on Seeking Alpha
Seeking Alpha Oct 04

Aptiv: A Value Stock Backed By Quality And Growth

Summary Aptiv is a highly profitable, cash-generative company trading at a significant discount, making it a value stock backed by quality and growth. The company serves the automotive sector by helping its customers infuse more advanced technology, and electronics and build more software-defined vehicles. Despite market challenges, Aptiv's improving margins, share buybacks, and strategic acquisitions position it well for future growth and profitability. Aptiv's valuation suggests a potential upside of over 50%, with a price target of $106, supported by its higher-than-average profit margins and earnings growth. Read the full article on Seeking Alpha
Seeking Alpha Sep 18

Aptiv: Strong Execution Gives Me Increased Conviction In Second Half Of 2024

Summary Despite the weakness in the market environment, Aptiv showed strong cost control and flexibility by generating strong margins and profitability. The company is aggressively repurchasing shares, indicating confidence in its undervaluation and a focus on enhancing shareholder value. Despite the weak operating environment in the automotive industry, Aptiv managed to book $4.3 billion in new business awards in the quarter. This includes continued traction in ADAS and market share gains at Chinese local OEMs. Strong execution, margin resilience, and strategic share buybacks position Aptiv for upside in the second half of 2024. Read the full article on Seeking Alpha
Seeking Alpha Aug 21

Aptiv: Minimal Revenue Growth With Declining Returns

Summary Aptiv's revenue growth has been low at 2.4% CAGR over the past 12 years, with declining returns. This was despite its substantial acquisitions. Despite being financially sound, Aptiv's operating and capital efficiencies have been declining, making it a risky investment. At the same time, there is no margin of safety. I do not consider this an investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha Jun 09

Aptiv: Executing Well Amidst A Challenging Market

Summary Aptiv revenues came in line with expectations, while margins and profits beat expectations as cost reductions and management execution shine through. Guidance was lowered to consensus expectations, helping relieve investor fears about a potentially worse outcome. The doubling of the share buyback target indicates management's confidence in the company's undervaluation and future potential. We also saw some strategically important wins with the Chinese local OEMs, radar wins with a Japanese OEM, and a Gen 6 ADAS win. The positive announcement about the Motional transaction brings direct EPS benefits to Aptiv. Read the full article on Seeking Alpha
Seeking Alpha May 04

Aptiv: Earnings Beat And New Buyback Target Support My Buy Rating

Summary APTV achieved a +16.0% earnings beat for Q1 2024, on the back of a +2.0 percentage points expansion in its recent quarterly operating margin. Aptiv's updated share repurchase goal of $1.5 billion for the current year implies that the stock is now offering an appealing 2024 buyback yield at the high-single digit percentage level. My bullish view of APTV is supported by the company's above-expectations first quarter EPS and the new 2024 buyback target. Read the full article on Seeking Alpha

Desglose de ingresos y gastos

Cómo gana y gasta dinero Aptiv. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:APTV Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 2620,6593651,4970
31 Dec 2520,3981651,4840
30 Sep 2520,1522951,4740
30 Jun 2519,7941,0131,4220
31 Mar 2519,6371,5581,4300
31 Dec 2419,7131,7871,4110
30 Sep 2419,7252,4241,4150
30 Jun 2419,9853,6901,4370
31 Mar 2420,1342,9811,3940
31 Dec 2320,0512,9091,3840
30 Sep 2319,7722,2371,3040
30 Jun 2319,2728941,2410
31 Mar 2318,1296041,1880
31 Dec 2217,4895311,1270
30 Sep 2216,9833131,1110
30 Jun 2216,0231131,1020
31 Mar 2215,7733211,0920
31 Dec 2115,6185271,0810
30 Sep 2115,6967951,0850
30 Jun 2115,7109921,0520
31 Mar 2113,8634769970
31 Dec 2013,0661,7699960
30 Sep 2012,4501,7169400
30 Jun 2012,3411,6791,0000
31 Mar 2014,0082,3221,0700
31 Dec 1914,3579901,1030
30 Sep 1914,3971,0071,1220
30 Jun 1914,3239831,0640
31 Mar 1914,3801,0001,0360
31 Dec 1814,4351,0671,0110
30 Sep 1814,2391,0211,0590
30 Jun 1813,9021,0871,0570
31 Mar 1813,3711,0851,0200
31 Dec 1712,8849909840
30 Sep 179,3707207910
30 Jun 1710,3137258370
31 Mar 1711,3666948910
31 Dec 1612,2747999420
30 Sep 1616,2271,0631,0940
30 Jun 1615,7671,1201,0620
31 Mar 1615,4191,2091,0420
31 Dec 1510,8647678290
30 Sep 1515,0641,3191,0330
30 Jun 1515,1951,2621,0420

Ingresos de calidad: APTV tiene una única gran pérdida de $1.1B que afecta a sus resultados financieros de los últimos 12 meses de 31st March, 2026.

Margen de beneficios creciente: Los actuales márgenes de beneficio(1.8%) de APTV son inferiores a los del año pasado (7.9%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de APTV han crecido un 13.7% al año en los últimos 5 años.

Acelerando crecimiento: APTV ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.

Beneficios vs. Industria: APTV tuvo un crecimiento negativo de los beneficios (-76.6%) durante el año pasado, lo que dificulta la comparación con la media de la industria Auto Components (7%).


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de APTV (4%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 10:19
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Aptiv PLC está cubierta por 37 analistas. 15 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Luke JunkBaird
Dan LevyBarclays
Richard CarlsonBMO Capital Markets Equity Research