Aptiv (NYSE:APTV) Updates FY 2026 Earnings Guidance

Aptiv (NYSE:APTV) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided earnings per share guidance of 8.150-8.750 for the period, compared to the consensus earnings per share estimate of 8.370. The company issued revenue guidance of $21.1 billion-$21.8 billion, compared to the consensus revenue estimate of $21.1 billion. Aptiv also updated its Q1 2026 guidance to 1.550-1.750 EPS.

Aptiv Price Performance

APTV stock traded up $1.67 during trading on Monday, hitting $77.42. The company had a trading volume of 290,829 shares, compared to its average volume of 2,378,974. The firm has a market capitalization of $16.73 billion, a price-to-earnings ratio of 61.47, a P/E/G ratio of 0.93 and a beta of 1.51. Aptiv has a fifty-two week low of $47.19 and a fifty-two week high of $88.93. The company has a current ratio of 1.79, a quick ratio of 1.26 and a debt-to-equity ratio of 0.80. The business has a 50 day moving average of $78.61 and a 200 day moving average of $78.81.

Aptiv (NYSE:APTV) last released its quarterly earnings data on Monday, February 2nd. The auto parts company reported $1.86 earnings per share for the quarter, beating analysts’ consensus estimates of $1.82 by $0.04. Aptiv had a return on equity of 18.51% and a net margin of 1.46%.The company had revenue of $5.15 billion for the quarter, compared to the consensus estimate of $5.07 billion. During the same period in the previous year, the business earned $1.75 earnings per share. The company’s quarterly revenue was up 5.0% on a year-over-year basis. Aptiv has set its Q1 2026 guidance at 1.550-1.750 EPS and its FY 2026 guidance at 8.150-8.750 EPS. As a group, research analysts predict that Aptiv will post 7.2 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the stock. Fox Advisors upgraded shares of Aptiv from an “equal weight” rating to an “overweight” rating and set a $110.00 price objective for the company in a report on Tuesday, January 13th. Wall Street Zen raised Aptiv from a “buy” rating to a “strong-buy” rating in a report on Saturday, January 3rd. Citigroup initiated coverage on shares of Aptiv in a report on Friday, October 10th. They issued a “buy” rating and a $109.00 price objective for the company. Royal Bank Of Canada increased their price objective on Aptiv from $101.00 to $104.00 and gave the company an “outperform” rating in a report on Wednesday, January 14th. Finally, Wells Fargo & Company reduced their target price on Aptiv from $100.00 to $99.00 and set an “overweight” rating on the stock in a research report on Tuesday, December 9th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $99.48.

Insider Transactions at Aptiv

In other Aptiv news, EVP Katherine H. Ramundo sold 5,000 shares of the business’s stock in a transaction that occurred on Thursday, January 8th. The shares were sold at an average price of $85.00, for a total transaction of $425,000.00. Following the sale, the executive vice president directly owned 116,959 shares of the company’s stock, valued at $9,941,515. The trade was a 4.10% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.45% of the stock is owned by company insiders.

Key Headlines Impacting Aptiv

Here are the key news stories impacting Aptiv this week:

• Positive Sentiment: Q4 earnings and revenue beat — Aptiv reported $1.86 EPS and ~$5.15B revenue, topping consensus estimates and showing year‑over‑year revenue growth; this confirms execution on core auto‑electronics sales. Aptiv PLC (APTV) Beats Q4 Earnings and Revenue Estimates
• Positive Sentiment: Record full‑year results — management reported record full‑year revenue (~$20.4B) and highlighted growth in automated/electrified platforms, supporting the company’s long‑term electric/autonomous vehicle market exposure. Aptiv Reports Fourth Quarter 2025 Financial Results
• Neutral Sentiment: FY‑2026 guidance provided a range of $8.15–$8.75 EPS (vs. consensus ~8.37) and revenue $21.1B–$21.8B — the midpoint is roughly in line with estimates, but the wide range adds uncertainty. (Guidance detail released with earnings.)
• Negative Sentiment: Q1‑2026 guidance missed — management set Q1 EPS at $1.55–$1.75 versus Street consensus ~1.92, signaling weaker near‑term demand or margin pressure and driving the immediate share weakness despite the beat.
• Neutral Sentiment: Analyst attention — pre‑earnings analyst updates and previews were circulating; market reaction suggests analysts will re‑model 2026 estimates to reflect the below‑consensus Q1 guide. Aptiv Gears Up For Q4 Print; Here Are The Recent Forecast Changes From Wall Street’s Most Accurate Analysts

Institutional Trading of Aptiv

A number of large investors have recently added to or reduced their stakes in APTV. NewEdge Advisors LLC raised its position in shares of Aptiv by 502.1% during the 1st quarter. NewEdge Advisors LLC now owns 15,557 shares of the auto parts company’s stock valued at $926,000 after acquiring an additional 12,973 shares in the last quarter. Woodline Partners LP grew its holdings in Aptiv by 439.2% during the 1st quarter. Woodline Partners LP now owns 76,109 shares of the auto parts company’s stock worth $4,528,000 after acquiring an additional 61,994 shares during the last quarter. Focus Partners Wealth raised its holdings in Aptiv by 110.7% in the first quarter. Focus Partners Wealth now owns 9,511 shares of the auto parts company’s stock worth $566,000 after purchasing an additional 4,998 shares during the period. Geneos Wealth Management Inc. grew its holdings in shares of Aptiv by 452.3% in the 1st quarter. Geneos Wealth Management Inc. now owns 486 shares of the auto parts company’s stock valued at $29,000 after acquiring an additional 398 shares in the last quarter. Finally, EverSource Wealth Advisors LLC increased its position in Aptiv by 523.1% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 2,561 shares of the auto parts company’s stock worth $175,000 after buying an additional 2,150 shares during the period. Institutional investors own 94.21% of the company’s stock.

Aptiv Company Profile

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.