Aptiv (NYSE:APTV) Updates Q3 2026 Earnings Guidance

Aptiv (NYSE:APTV) issued an update on its third quarter 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 1.250-1.350 for the period, compared to the consensus EPS estimate of 1.610. The company issued revenue guidance of $3.1 billion-$3.2 billion, compared to the consensus revenue estimate of $3.3 billion. Aptiv also updated its FY 2026 guidance to 5.600-5.800 EPS.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on APTV shares. Robert W. Baird set a $59.00 price target on Aptiv in a research report on Wednesday. Weiss Ratings upgraded shares of Aptiv from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Tuesday, July 28th. JPMorgan Chase & Co. lowered their target price on shares of Aptiv from $84.00 to $75.00 and set an “overweight” rating for the company in a report on Friday, July 10th. Deutsche Bank Aktiengesellschaft cut shares of Aptiv from a “buy” rating to a “hold” rating and set a $56.00 price target on the stock. in a report on Wednesday. Finally, Piper Sandler dropped their target price on shares of Aptiv from $106.00 to $94.00 and set an “overweight” rating on the stock in a research report on Monday, June 8th. Nineteen analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $79.85.

Aptiv Stock Performance

Shares of NYSE:APTV traded down $0.49 during trading on Wednesday, hitting $47.23. 3,382,072 shares of the company were exchanged, compared to its average volume of 2,994,392. Aptiv has a 52-week low of $46.42 and a 52-week high of $88.93. The stock has a 50 day moving average of $61.90 and a 200 day moving average of $66.29. The company has a debt-to-equity ratio of 0.98, a current ratio of 2.11 and a quick ratio of 1.57. The company has a market cap of $9.99 billion, a PE ratio of 27.95, a P/E/G ratio of 1.06 and a beta of 1.46.

Aptiv (NYSE:APTV) last announced its quarterly earnings results on Tuesday, August 4th. The auto parts company reported $1.63 earnings per share for the quarter, beating the consensus estimate of $1.42 by $0.21. Aptiv had a return on equity of 17.83% and a net margin of 1.77%.The firm had revenue of $3.27 billion for the quarter, compared to analysts’ expectations of $3.31 billion. During the same period in the prior year, the business posted $2.12 earnings per share. The company’s revenue was up 2.3% on a year-over-year basis. Aptiv has set its FY 2026 guidance at 5.600-5.800 EPS and its Q3 2026 guidance at 1.250-1.350 EPS. As a group, equities research analysts predict that Aptiv will post 5.93 EPS for the current year.

Insider Activity at Aptiv

In other Aptiv news, EVP Katherine H. Ramundo sold 2,000 shares of the stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $78.30, for a total transaction of $156,600.00. Following the transaction, the executive vice president directly owned 163,752 shares in the company, valued at $12,821,781.60. This trade represents a 1.21% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Company insiders own 0.06% of the company’s stock.

Trending Headlines about Aptiv

Here are the key news stories impacting Aptiv this week:

• Positive Sentiment: Second-quarter adjusted EPS was $1.63, above the $1.42 analyst consensus, while revenue increased 2.3% year over year to $3.27 billion. Adjusted EBITDA rose to $613 million from $547 million, indicating improved margins and operating performance. Aptiv’s Q2 Earnings Beat Estimates, Revenues Increase Year Over Year
• Positive Sentiment: Aptiv is targeting approximately $300 million in 2026 revenue from robotics and drones, offering a potential growth avenue beyond its traditional automotive business. The company also repurchased 4.1 million shares for $250 million during the quarter, with $1.8 billion remaining under its buyback authorization. Aptiv expects 2026 revenue amid China weakness while targeting robotics and drone revenue
• Neutral Sentiment: Analyst sentiment became more cautious: Deutsche Bank lowered Aptiv from “buy” to “hold” but assigned a $56 price target, while Fox Advisors cut its rating from “overweight” to “equal weight.” The Deutsche Bank target still implies meaningful upside from recent levels. Aptiv downgraded by Deutsche Bank
• Negative Sentiment: Aptiv reduced 2026 revenue guidance to $12.6 billion-$12.8 billion from $12.8 billion-$13.2 billion and adjusted EPS guidance to $5.60-$5.80 from $5.70-$6.10. Third-quarter EPS guidance of $1.25-$1.35 and revenue guidance of $3.1 billion-$3.2 billion were also below consensus expectations. Aptiv Reports Second Quarter 2026 Financial Results
• Negative Sentiment: Free cash flow was only $12 million in the quarter and negative $196 million year to date, adding to concerns about near-term cash generation. The guidance cut and China-related risks appear to be outweighing the quarterly earnings beat.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in APTV. EverSource Wealth Advisors LLC increased its stake in shares of Aptiv by 523.1% during the second quarter. EverSource Wealth Advisors LLC now owns 2,561 shares of the auto parts company’s stock valued at $175,000 after purchasing an additional 2,150 shares in the last quarter. Zions Bancorporation National Association UT grew its position in Aptiv by 220.6% during the 4th quarter. Zions Bancorporation National Association UT now owns 1,696 shares of the auto parts company’s stock valued at $129,000 after purchasing an additional 1,167 shares during the last quarter. Parallel Advisors LLC lifted its stake in shares of 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 buying an additional 192 shares in the last quarter. UMB Bank n.a. increased its position in shares of Aptiv by 425.3% during the fourth quarter. UMB Bank n.a. now owns 1,329 shares of the auto parts company’s stock valued at $101,000 after acquiring an additional 1,076 shares in the last quarter. Finally, Brown Brothers Harriman & Co. lifted its position in Aptiv by 81.2% in the 4th quarter. Brown Brothers Harriman & Co. now owns 1,029 shares of the auto parts company’s stock valued at $78,000 after acquiring an additional 461 shares in the last quarter. Hedge funds and other institutional investors own 94.21% of the company’s stock.

About Aptiv

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.