Jun 2026 (Q2 FY26) — Aug 4, 2026
Aptiv Q2 FY26 — Guidance Cut Amid China Weakness, Non-Auto Growth Strong
Read the full callAptiv (APTV) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Aptiv earnings: last reported Tue, 4 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 3,274 | +2.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 11.2 | +1.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 248 | −36.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
24 of 33 judged targets kept · 30 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| EBITDA (New Aptiv) | $580 million at the midpoint | Mar 2026 | Adjusted EBITDA totaled $613 million, and adjusted EBITDA margin increased 10 basis points. | Achieved |
| Active Safety Revenue | solid return to growth | Sep 2025 | Our IS business was disproportionately impacted by the #2 player in the China market who we were launching several active safety programs with. | At Risk |
| EBITDA Margin (New Aptiv) | 17.7% at the midpoint | Jun 2026 | adjusted EBITDA and EBITDA margin of $560 million and 17.7% at the midpoint | New |
9 of Aptiv PLC's 63 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 60 more targets are in the full ledger.
Claimed
- Generated 2% revenue growth and 10 basis points of EBITDA margin expansion in Q2 FY26.
- Achieved double-digit non-auto revenue growth of 12% in Q2 FY26.
- Secured $5 billion in new business awards during Q2 FY26, bringing year-to-date total to $10 billion, on track for $20 billion full year target.
- Repurchased $250 million of shares in Q2 FY26, bringing year-to-date total to $325 million, with plans for over $600 million for the full year.
Qualified
- Lowered full-year 2026 revenue guidance by $300 million at the midpoint to a range of $12.6 billion to $12.8 billion.
- Reduced full-year 2026 adjusted EPS guidance to a range of $5.60 to $5.80.
- Lowered full-year 2026 free cash flow guidance to a range of $625 million to $725 million.
- Experienced prolonged sales weakness in the domestic China market and reduced schedules from luxury European OEMs exporting to China, impacting H2 revenue by $150 million.
Price
$45.19 +3.10% · +$1.36
Performance −45.4% 1Y
1Y: $82.73 on 14 Oct 2025 → $45.19. High $88.67 (9 Jan 2026), low $43.02 (30 Sept 2026).
- Previous close
- $43.83
- 52-week range
- $43.02 – $88.67
- One year
- −45.97%
Overview
- Symbol
- APTV
- Sector
- Consumer Discretionary
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
24 of 33 judged targets kept · 30 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| EBITDA (New Aptiv) | $580 million at the midpoint | Mar 2026 | Adjusted EBITDA totaled $613 million, and adjusted EBITDA margin increased 10 basis points. | Achieved |
| Active Safety Revenue | solid return to growth | Sep 2025 | Our IS business was disproportionately impacted by the #2 player in the China market who we were launching several active safety programs with. | At Risk |
| EBITDA Margin (New Aptiv) | 17.7% at the midpoint | Jun 2026 | adjusted EBITDA and EBITDA margin of $560 million and 17.7% at the midpoint | New |
Claimed
- Generated 2% revenue growth and 10 basis points of EBITDA margin expansion in Q2 FY26.
- Achieved double-digit non-auto revenue growth of 12% in Q2 FY26.
- Secured $5 billion in new business awards during Q2 FY26, bringing year-to-date total to $10 billion, on track for $20 billion full year target.
- Repurchased $250 million of shares in Q2 FY26, bringing year-to-date total to $325 million, with plans for over $600 million for the full year.
Qualified
- Lowered full-year 2026 revenue guidance by $300 million at the midpoint to a range of $12.6 billion to $12.8 billion.
- Reduced full-year 2026 adjusted EPS guidance to a range of $5.60 to $5.80.
- Lowered full-year 2026 free cash flow guidance to a range of $625 million to $725 million.
- Experienced prolonged sales weakness in the domestic China market and reduced schedules from luxury European OEMs exporting to China, impacting H2 revenue by $150 million.
The full ledger
Open Aptiv PLC’s full ledger
A free account opens 5 company ledgers a month. All 63 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — May 5, 2026
Aptiv Q1 FY26 — Strong New Business Awards and Portfolio Evolution Post-Spin-off
Read the full callEvery analysed call
Aptiv earnings calls (APTV)
Financials
What the filings say
Net profit, year on year: −37% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 4,854 | 4,907 | 4,825 | 3,199 | 5,212 | 5,153 | 5,086 | 3,274 |
| Expenses | 4,351 | 4,428 | 4,377 | 2,874 | 5,387 | 4,728 | 4,708 | 2,907 |
| Operating profit | 503 | 479 | 448 | 325 | -175 | 425 | 378 | 367 |
| Operating margin | 10.4% | 9.8% | 9.3% | 10.2% | −3.4% | 8.3% | 7.4% | 11.2% |
| Other income | 5 | 11 | 0 | 15 | 22 | 16 | -4 | 58 |
| Interest | 101 | 107 | 93 | 92 | 90 | 87 | 89 | 62 |
| Profit before tax | 407 | 347 | 355 | 294 | -243 | 354 | 285 | 366 |
| Tax rate | 7.9% | 18.4% | 100.3% | 5.4% | −42.4% | 55.4% | 28.4% | 14.2% |
| Net profit | 363 | 268 | -11 | 393 | -355 | 138 | 189 | 248 |
| EPS ($ per share) | 1.48 | 1.14 | -0.05 | 1.80 | -1.63 | 0.64 | 0.89 | 1.17 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 3 | 3 | 3 | 3 | 3 | 3 | 2 | 2 |
| Reserves | 2,511 | 2,890 | 4,550 | 5,077 | 5,608 | 8,162 | 7,002 | 6,227 |
| Total liabilities | 8,810 | 9,448 | 9,422 | 9,446 | 12,790 | 12,583 | 14,373 | 13,914 |
| Fixed assets | 3,179 | 3,309 | 3,301 | 3,294 | 3,495 | 3,785 | 3,698 | 2,872 |
| Investments | — | — | — | — | — | 0 | — | — |
| Total assets | 12,480 | 13,459 | 17,522 | 18,007 | 21,884 | 24,427 | 23,458 | 23,413 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 1,628 | 1,624 | 1,413 | 1,222 | 1,263 | 1,896 | 2,446 | 2,185 |
| Cash from investing | -2,048 | -1,111 | -626 | -729 | -5,182 | -1,002 | -507 | -498 |
| Cash from financing | -555 | -649 | 1,613 | -191 | 2,359 | -807 | -1,965 | -1,442 |
| Net cash flow | -1,029 | -139 | 2,424 | 286 | -1,584 | 85 | -66 | 280 |
| Capital expenditure | -846 | -781 | -584 | -611 | -844 | -906 | -830 | -656 |
| Free cash flow | 782 | 843 | 829 | 611 | 419 | 990 | 1,616 | 1,529 |
APTV revenue by segment
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Engineered Components | — | — | — | — | — | — | 28% | 54% | — |
| Intelligent Systems | — | — | — | — | — | — | 28% | 46% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
APTV operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | 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.
Revenue by region
Q2 FY2026 · share of revenue
- North America 36%
- EMEA 36%
- Asia Pacific 26% ↓ 3 pt
- South America 1% ↓ 1 pt
As APTV cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
67 filings between Nov 10, 2025 and Aug 13, 2026.
Open market
decisions to buy or sellPurchases
$8.90M
8 purchases by 4 insiders
Sales
$4.02M
7 sales by 4 insiders
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 28
- Award — granted as compensation
- 20
- Tax withheld — shares kept back by the company to cover tax
Also filed: 4 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| MEISTER PAUL M | $5.00M | — | Aug 5, 2026 |
| CLARK KEVIN P | $2.50M | — | Aug 10, 2026 |
| Ramundo Katherine H | — | $1.67M | Jun 3, 2026 |
| Laroyia Varun | — | $1.53M | Dec 12, 2025 |
| Mahoney Sean O | $552.7K | $603.7K | Aug 11, 2026 |
| Agnevall Hakan | $848.3K | — | Aug 13, 2026 |
| Louissaint Obed D. | — | $208.8K | Jun 15, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 13, 2026 | Agnevall Hakan Director | Purchase | 4,100 | $199.2K |
| Aug 12, 2026 | CLARK KEVIN P Chair and CEO | Gift | 51,190 | $0 |
| Aug 11, 2026 | Mahoney Sean O Director | Purchase | 1,000 | $50.3K |
| Aug 11, 2026 | Mahoney Sean O Director | Purchase | 6,000 | $301.3K |
| Aug 11, 2026 | Mahoney Sean O Director | Purchase | 4,000 | $201.1K |
| Aug 10, 2026 | CLARK KEVIN P Chair and CEO | Purchase | 51,190 | $2.50M |
| Aug 5, 2026 | MEISTER PAUL M Director | Purchase | 105,631 | $5.00M |
| Jul 14, 2026 | Brazier Allan J SVP & Chief Accounting Officer | Tax withheld | 4,062 | $235.8K |
| Jun 15, 2026 | Louissaint Obed D. EVP & Chief People Officer | Sale 10b5-1 plan | 3,000 | $208.8K |
| Jun 3, 2026 | Ramundo Katherine H EVP, CLO, CCO & Secretary | Sale 10b5-1 plan | 2,000 | $156.6K |
| May 8, 2026 | Agnevall Hakan Director | Purchase | 6,100 | $352.2K |
| Apr 29, 2026 | Janow Merit E Director | Award | 3,086 | $0 |
| Apr 29, 2026 | Ortberg Robert Kelly Director | Award | 3,086 | $0 |
| Apr 29, 2026 | Mahoney Sean O Director | Award | 3,292 | $0 |
| Apr 29, 2026 | Agnevall Hakan Director | Award | 3,086 | $0 |
| Apr 29, 2026 | MEISTER PAUL M Director | Award | 6,344 | $0 |
| Apr 29, 2026 | Parris Colin J. Director | Award | 3,292 | $0 |
| Apr 29, 2026 | HOOLEY JOSEPH L Director | Award | 5,572 | $0 |
| Apr 29, 2026 | COOPER NANCY E Director | Award | 3,395 | $0 |
| Apr 29, 2026 | Jakkal Vasumati P. Director | Award | 4,115 | $0 |
| Apr 29, 2026 | Pinczuk Ana G. Director | Award | 3,086 | $0 |
| Apr 28, 2026 | Pinczuk Ana G. Director | Tax withheld | 287 | $17.0K |
| Apr 28, 2026 | Parris Colin J. Director | Tax withheld | 306 | $18.1K |
| Apr 28, 2026 | Ortberg Robert Kelly Director | Tax withheld | 287 | $17.0K |
| Apr 28, 2026 | COOPER NANCY E Director | Tax withheld | 316 | $18.7K |
| Apr 28, 2026 | MEISTER PAUL M Director | Tax withheld | 590 | $34.9K |
| Apr 28, 2026 | Mahoney Sean O Director | Tax withheld | 408 | $24.1K |
| Apr 28, 2026 | Janow Merit E Director | Tax withheld | 287 | $17.0K |
| Apr 28, 2026 | HOOLEY JOSEPH L Director | Tax withheld | 518 | $30.6K |
| Apr 28, 2026 | Agnevall Hakan Director | Tax withheld | 271 | $16.0K |
| Apr 28, 2026 | Jakkal Vasumati P. Director | Tax withheld | 383 | $22.6K |
| Apr 22, 2026 | Brazier Allan J SVP & Chief Accounting Officer | Award | 9,057 | $0 |
| Apr 22, 2026 | Brazier Allan J SVP & Chief Accounting Officer | Award | 6,039 | $0 |
| Apr 22, 2026 | Massaro Joseph R Vice Chair & President, EC | Award | 41,933 | $0 |
| Apr 22, 2026 | Ramundo Katherine H EVP, CLO, CCO & Secretary | Award | 28,179 | $0 |
| Apr 22, 2026 | Ramundo Katherine H EVP, CLO, CCO & Secretary | Award | 18,786 | $0 |
| Apr 22, 2026 | Massaro Joseph R Vice Chair & President, EC | Award | 62,898 | $0 |
| Apr 22, 2026 | Louissaint Obed D. EVP & Chief People Officer | Award | 34,216 | $0 |
| Apr 22, 2026 | Louissaint Obed D. EVP & Chief People Officer | Award | 22,812 | $0 |
| Apr 22, 2026 | Laroyia Varun EVP & Chief Financial Officer | Award | 42,771 | $0 |
| Apr 22, 2026 | Laroyia Varun EVP & Chief Financial Officer | Award | 28,514 | $0 |
| Apr 22, 2026 | CLARK KEVIN P Chair and CEO | Award | 145,924 | $0 |
| Apr 22, 2026 | CLARK KEVIN P Chair and CEO | Award | 97,283 | $0 |
| Mar 3, 2026 | CLARK KEVIN P Chair and CEO | Gift | 83,988 | $0 |
| Feb 28, 2026 | Brazier Allan J SVP & Chief Accounting Officer | Tax withheld | 3,385 | $248.9K |
| Feb 28, 2026 | Brazier Allan J SVP & Chief Accounting Officer | Award | 1,437 | $0 |
| Feb 28, 2026 | Laroyia Varun EVP & Chief Financial Officer | Tax withheld | 8,626 | $634.4K |
| Feb 28, 2026 | Liotine Joseph T. EVP and President, EDS | Tax withheld | 5,296 | $389.5K |
| Feb 28, 2026 | CLARK KEVIN P Chair and CEO | Tax withheld | 80,115 | $5.89M |
| Feb 28, 2026 | CLARK KEVIN P Chair and CEO | Award | 31,137 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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