Aptiv PLC

NYSE:APTV 株式レポート

時価総額：US$9.0b

Aptiv 過去の業績

過去 基準チェック /16

Aptivは、平均年間5.7%の収益成長を遂げていますが、 Auto Components業界の収益は、年間 成長しています。収益は、平均年間4.9% 4.3%収益成長率で 成長しています。 Aptivの自己資本利益率は5.5%であり、純利益率は2.3%です。

主要情報

5.74%

収益成長率

7.54%

EPS成長率

Auto Components 業界の成長10.46%
収益成長率4.34%
株主資本利益率5.52%
ネット・マージン2.29%
前回の決算情報30 Jun 2026

最近の業績更新

Recent updates

ナラティブ更新 • Sep 17

APTV: Post EDS Separation And Edge AI Partnerships Will Drive Future Upside

Aptiv's updated analyst price target has moved lower to $66.61, reflecting analysts' focus on increased uncertainty around auto software insourcing, China competition and electric vehicle adoption, partly offset by views that the post-EDS separation business mix still supports potential margin improvement. Analyst Commentary Recent research on Aptiv highlights a split view.
ナラティブ更新 • Sep 03

APTV: Non Auto Content And Edge AI Exposure Will Reshape Earnings Profile

Aptiv's updated fair value estimate has been reduced from $92.56 to $78.00 as analysts trim price targets and temper revenue growth and margin expectations following the company's lowered 2026 outlook, software timing delays, and softer core auto trends. Analyst Commentary Recent research on Aptiv reflects a reset in expectations after the revised 2026 outlook, yet many bullish analysts still see room for upside if execution improves and key growth areas play out as planned.
ナラティブ更新 • Aug 19

APTV: Versigent Reset Will Spotlight Expanding Non Auto Revenue Streams

Aptiv's updated analyst price target has moved down to $55, with analysts pointing to reduced revenue growth expectations, slightly lower profit margin forecasts, a modestly higher discount rate, and recent Street revisions following the company's 2026 outlook reset. Analyst Commentary Recent research on Aptiv shows a clear reset in expectations, with several bearish analysts trimming price targets and highlighting execution and growth risks.
Seeking Alpha • Aug 05

Aptiv: Q2 Highlights My Forecasted Risks, Still A Buy

Summary Aptiv is rated 'Buy' with a reduced price target of $80/share, reflecting heightened volatility and crystallized China risks. APTV's Q2 saw a 16-18% stock drop despite an earnings beat, driven by a $300M guidance cut and collapsing free cash flow. China demand weakness is now viewed as a structural headwind, with management pivoting messaging and exploring non-automotive diversification. Valuation is attractive at below 8x P/E, but I prefer sector peers due to Aptiv's capital allocation concerns and lack of dividend yield. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 05

APTV: Versigent Spin Off Reset Will Highlight Non Auto Opportunity Upside

Aptiv's updated analyst price target reflects a recalibrated fair value to about $59 from $65, as analysts balance softer revenue expectations with firmer profit margin assumptions and a lower future P/E. Analyst Commentary Recent research on Aptiv shows a mixed backdrop.
ナラティブ更新 • Jul 02

APTV: Non Auto Content And ADAS Platforms Will Reframe Post Spin Earnings Profile

Analysts have trimmed their consolidated price target for Aptiv, with the fair value estimate moving from about $107 to roughly $92.56. This reflects updated models after the Versigent spin off while still highlighting Aptiv's growing exposure to non automotive markets and key auto supply chain areas such as active safety, cockpit, controllers, e powertrain, and lighting.
ナラティブ更新 • Jun 18

APTV: Non Auto Exposure And Edge AI Partnerships Will Drive Future Upside

Analysts have modestly trimmed the consolidated price target for Aptiv stock, reflecting recent cuts to $94 at Piper Sandler and $77 at Citi tied to the Versigent spin off, while still highlighting Aptiv's growing non automotive revenue mix and its positioning across key auto supply chain growth areas. Analyst Commentary Recent research around Aptiv centers on how the Versigent spin off affects valuation, the pace of growth in non automotive revenue, and the company’s role in key auto supply chain themes such as active safety, cockpit, controllers, E powertrain, and lighting.
ナラティブ更新 • Jun 03

APTV: Versigent Spin Off And Edge AI Partnership Will Reshape Future Content Mix

Analysts have trimmed Aptiv's fair value estimate from about $100.81 to $78.47 as updated models reflect a higher discount rate, weaker revenue expectations after the Versigent spin off, slightly lower profit margins, and a higher assumed future P/E multiple consistent with more cautious sector price targets. Analyst Commentary Recent Street research around Aptiv reflects a mix of optimism on long term content growth and caution around execution and valuation after the Versigent spin off.
ナラティブ更新 • May 20

APTV: Versigent Spin Off Reset Will Shape Future Upside Potential

Analysts have trimmed the Aptiv fair value estimate from $74.00 to $65.00, reflecting a mix of lower price targets across the Street after the Versigent spin off, a slightly higher discount rate, more cautious revenue and margin assumptions, and a lower future P/E multiple, despite some firms still highlighting upside potential. Analyst Commentary Recent Street research around Aptiv has leaned more cautious, with several bearish analysts trimming price targets following the Versigent spin off and updating their models.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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).
ナラティブ更新 • 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.
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

収支内訳

Aptiv の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:APTV 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
30 Jun 2620,5184701,4880
31 Mar 2620,4434321,5010
31 Dec 2520,3981651,4840
30 Sep 2516,305321,3600
30 Jun 2515,9477501,3080
31 Mar 2517,7991,4281,3700
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

質の高い収益: APTVには$1.0B } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が30th June, 2026に影響を及ぼしています。

利益率の向上: APTVの現在の純利益率 (2.3%)は、昨年(4.7%)よりも低くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: APTVの収益は過去 5 年間で年間5.7%増加しました。

成長の加速: APTVは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: APTVは過去 1 年間で収益成長率がマイナス ( -37.3% ) となったため、 Auto Components業界平均 ( 12.5% ) と比較することが困難です。

株主資本利益率

高いROE: APTVの 自己資本利益率 ( 5.5% ) は 低い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/09/17 16:21
終値2026/09/17 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Aptiv PLC 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34

アナリスト機関
Luke JunkBaird
Dan LevyBarclays
Richard CarlsonBMO Capital Markets Equity Research