Aptiv (NYSE:APTV) Posts Earnings Results, Beats Expectations By $0.09 EPS

Posted by Geri Gentry on May 5th, 2026

Aptiv (NYSE:APTV – Get Free Report) issued its earnings results on Tuesday. The auto parts company reported $1.71 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.62 by $0.09, FiscalAI reports. The firm had revenue of $5.09 billion during the quarter, compared to analyst estimates of $5.03 billion. Aptiv had a net margin of 0.81% and a return on equity of 18.22%. The business’s revenue was up 5.4% on a year-over-year basis. During the same period in the previous year, the firm earned $1.69 earnings per share. Aptiv updated its FY 2026 guidance to 5.700-6.100 EPS and its Q2 2026 guidance to 1.300-1.500 EPS.

Here are the key takeaways from Aptiv’s conference call:

Versigent spin-off completed; Aptiv says the separation sharpens focus on advanced software and optimized hardware, increasing exposure to non-automotive markets and accelerating its product and go-to-market plans.
Q1 operating performance — revenue of $5.1B (+1% adj.), adjusted EBITDA of $752M, and a record EPS of $1.71, with management citing strong execution and significant new business awards that support near-term momentum.
Rising input-cost pressures and cash impact — management flagged higher commodity and resin costs related to the Middle East conflict, a year-to-date FX/commodity headwind to margins, and a Q1 free cash flow shortfall (−$362M) that includes separation and transaction payments.
Maintained outlook and strong pipeline — Aptiv kept full-year pro forma guidance (≈4% revenue growth midpoint, EPS $5.70–$6.10) and expects >$20B of 2026 bookings, driven by double‑digit software/services growth and faster non‑automotive expansion.

Aptiv Stock Down 4.3%

NYSE:APTV traded down $2.58 during mid-day trading on Tuesday, reaching $56.95. The company’s stock had a trading volume of 5,637,822 shares, compared to its average volume of 2,524,826. Aptiv has a 1 year low of $52.38 and a 1 year high of $88.93. The stock has a fifty day moving average of $66.70 and a 200-day moving average of $75.37. The firm has a market capitalization of $12.14 billion, a PE ratio of 74.94, a price-to-earnings-growth ratio of 0.81 and a beta of 1.42. The company has a quick ratio of 1.23, a current ratio of 1.74 and a debt-to-equity ratio of 0.79.

Hedge Funds Weigh In On Aptiv

Large investors have recently added to or reduced their stakes in the company. Advisors Asset Management Inc. raised its holdings in Aptiv by 4.2% in the fourth quarter. Advisors Asset Management Inc. now owns 3,559 shares of the auto parts company’s stock worth $271,000 after purchasing an additional 143 shares in the last quarter. Fieldview Capital Management LLC bought a new position in Aptiv in the fourth quarter worth about $258,000. Algert Global LLC bought a new position in Aptiv in the third quarter worth about $253,000. Abel Hall LLC bought a new position in Aptiv in the fourth quarter worth about $206,000. Finally, Parallel Advisors LLC raised its holdings in Aptiv by 14.9% in the fourth quarter. Parallel Advisors LLC now owns 1,477 shares of the auto parts company’s stock worth $112,000 after purchasing an additional 192 shares in the last quarter. 94.21% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of analysts have recently issued reports on APTV shares. Wolfe Research raised shares of Aptiv from a “peer perform” rating to an “outperform” rating and set a $91.00 target price for the company in a research note on Friday, March 6th. Zacks Research lowered shares of Aptiv from a “hold” rating to a “strong sell” rating in a research note on Monday, April 27th. Fox Advisors raised shares of Aptiv from an “equal weight” rating to an “overweight” rating and set a $110.00 price objective for the company in a research note on Tuesday, January 13th. Morgan Stanley upped their price objective on shares of Aptiv from $84.00 to $87.00 and gave the stock an “equal weight” rating in a research note on Monday, March 30th. Finally, Wells Fargo & Company lowered their price objective on shares of Aptiv from $93.00 to $81.00 and set an “overweight” rating for the company in a research note on Monday, April 6th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $89.37.

Read Our Latest Stock Analysis on Aptiv

About Aptiv

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Aptiv plc is a global automotive technology company that develops safer, greener and more connected solutions for the mobility industry. The company designs and supplies advanced electrical architectures, electronic systems and software that enable vehicle connectivity, active safety, advanced driver-assistance systems (ADAS) and autonomous driving capabilities. Aptiv’s customers include major automakers and mobility service providers seeking to integrate higher levels of automation, electrification and software-defined features into production vehicles and mobility platforms.

Product and service offerings span vehicle electrical systems and wiring, connectors and harnesses, high-voltage electrification components, power electronics and charging solutions, sensors and compute platforms that support ADAS and autonomous functions, and the software and services required to integrate and manage these systems.