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APAPTV

What Aptiv promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

24 of 33 judged targets kept · 30 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
EBITDA (New Aptiv)$580 million at the midpointMar 2026Jun 2026:Adjusted EBITDA totaled $613 million, and adjusted EBITDA margin increased 10 basis points.
Call transcript, Jun 2026 · no direct link
Achieved
Active Safety Revenuesolid return to growthSep 2025Jun 2026:Our IS business was disproportionately impacted by the #2 player in the China market who we were launching several active safety programs with.
Call transcript, Jun 2026 · no direct link
At Risk
EBITDA Margin (New Aptiv)17.7% at the midpointJun 2026Jun 2026:adjusted EBITDA and EBITDA margin of $560 million and 17.7% at the midpoint
Call transcript, Jun 2026 · no direct link
New

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

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The rest of the ledger

Pro opens all 63 tracked commitments for Aptiv

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.