APTV Aptiv (APTV) Q2 FY26 earnings call
Aptiv navigated a challenging Q2 FY26 with strong non-automotive growth and significant new business awards, yet faced headwinds from a deteriorating China domestic market and program delays, leading to a full-year guidance reduction. The company remains committed to portfolio diversification, margin expansion, and shareholder returns, with increased share repurchases planned. Management acknowledged not being conservative enough in prior assumptions, particularly around launches and ramps.
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APTV operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| New business awards | $7BWe secured $7 billion of new business awards while also delivering solid financial results, including revenue of over $5 billion, an increase of 1% versus the prior year despite a deterioration in underlying vehicle production.Source: earnings call transcript | $5BThis list represents a small portion of the $5 billion of new business awards during the second quarter, bringing our year-to-date total to $10 billion, putting us on track for our $20 billion full year target.Source: earnings call transcript | -28.6% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.