Aptiv (NYSE:APTV) Updates FY 2026 Earnings Guidance

Aptiv (NYSE:APTV) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 5.700-6.100 for the period, compared to the consensus earnings per share estimate of 6.600. The company issued revenue guidance of $12.8 billion-$13.2 billion, compared to the consensus revenue estimate of $16.2 billion. Aptiv also updated its Q2 2026 guidance to 1.300-1.500 EPS.

Wall Street Analyst Weigh In

Several analysts have issued reports on the stock. Piper Sandler upped their price target on shares of Aptiv from $103.00 to $106.00 in a research report on Tuesday, February 3rd. Robert W. Baird dropped their price target on shares of Aptiv from $105.00 to $74.00 and set an “outperform” rating on the stock in a research report on Thursday, April 2nd. Weiss Ratings raised shares of Aptiv from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Wednesday. Morgan Stanley upped their price target on shares of Aptiv from $84.00 to $87.00 and gave the stock an “equal weight” rating in a research report on Monday, March 30th. Finally, President Capital began coverage on shares of Aptiv in a research report on Wednesday, March 25th. They issued a “buy” rating and a $82.50 price objective on the stock. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $87.21.

Aptiv Stock Performance

Shares of APTV traded up $0.33 during trading hours on Thursday, hitting $57.13. The company had a trading volume of 4,417,050 shares, compared to its average volume of 3,064,241. The firm has a market cap of $12.09 billion, a price-to-earnings ratio of 33.80, a PEG ratio of 1.06 and a beta of 1.42. The business has a fifty day moving average of $65.80 and a 200-day moving average of $74.98. Aptiv has a 12 month low of $52.38 and a 12 month high of $88.93. The company has a quick ratio of 1.23, a current ratio of 2.11 and a debt-to-equity ratio of 0.98.

Aptiv (NYSE:APTV) last issued its quarterly earnings data on Tuesday, May 5th. The auto parts company reported $1.71 earnings per share for the quarter, topping the consensus estimate of $1.62 by $0.09. Aptiv had a net margin of 1.77% and a return on equity of 17.83%. The business had revenue of $5.09 billion during the quarter, compared to analysts’ expectations of $5.03 billion. During the same quarter in the previous year, the company earned $1.69 EPS. The business’s revenue was up 5.4% on a year-over-year basis. Aptiv has set its FY 2026 guidance at 5.700-6.100 EPS and its Q2 2026 guidance at 1.300-1.500 EPS. Equities analysts anticipate that Aptiv will post 5.9 EPS for the current fiscal year.

Key Headlines Impacting Aptiv

Here are the key news stories impacting Aptiv this week:

• Positive Sentiment: Wells Fargo nudged its price target up (from $81 to $82) and kept an overweight rating, supporting upside expectations for APTV. Wells Fargo raises price target
• Positive Sentiment: The company completed/announced the Versigent spin‑off transformation and posted Q1 results in that new corporate context — a strategic simplification that investors often view positively if it clarifies growth and capital allocation. Aptiv Posts Q1 Results
• Neutral Sentiment: Earlier Q1 coverage pieces and transcripts provide detail on metrics and guidance — useful for model updates but largely confirmatory after the release. See Zacks’ metrics comparison and the full earnings-call transcript for details. Zacks Q1 metrics Earnings call transcript
• Negative Sentiment: Citigroup cut its target substantially (from $109 to $92.33) though it maintained a buy — a signal that upside expectations were trimmed and analyst valuation assumptions are being moderated. Citigroup cuts target
• Negative Sentiment: Evercore reduced its price target (from $100 to $80) while keeping an outperform stance — another notable downward revision to peer valuations that increases near‑term downside risk. Evercore cuts target
• Negative Sentiment: Barclays and Deutsche Bank also trimmed targets (Barclays to $73, Deutsche Bank to $74) despite maintaining positive ratings — the cluster of cuts is weighing on sentiment and headline valuations. Barclays cuts target Deutsche Bank cuts target
• Negative Sentiment: Post‑earnings writeups flagged cash‑flow and margin concerns that drove APTV to a 52‑week low despite the EPS beat — these operational/FP&A issues are the main near‑term risk to the stock. Cash flow & margin concerns

Institutional Trading of Aptiv

Several hedge funds and other institutional investors have recently bought and sold shares of APTV. Mercer Global Advisors Inc. ADV lifted its stake in Aptiv by 6.0% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 19,394 shares of the auto parts company’s stock valued at $1,476,000 after purchasing an additional 1,097 shares during the last quarter. EP Wealth Advisors LLC bought a new stake in shares of Aptiv during the fourth quarter worth $367,000. Mackenzie Financial Corp increased its holdings in shares of Aptiv by 13.3% during the fourth quarter. Mackenzie Financial Corp now owns 195,932 shares of the auto parts company’s stock worth $15,038,000 after buying an additional 23,073 shares in the last quarter. Empowered Funds LLC lifted its stake in shares of Aptiv by 1.7% in the 4th quarter. Empowered Funds LLC now owns 226,145 shares of the auto parts company’s stock valued at $17,207,000 after acquiring an additional 3,694 shares during the last quarter. Finally, Polymer Capital Management US LLC boosted its holdings in shares of Aptiv by 582.2% during the 4th quarter. Polymer Capital Management US LLC now owns 17,695 shares of the auto parts company’s stock valued at $1,346,000 after acquiring an additional 15,101 shares in the last quarter. Institutional investors and hedge funds 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.