)
Visual
test
Aptiv
Aptiv (APTV) investor relations material
Aptiv Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary2 Feb, 2026
Executive summary
Achieved record Q4 2025 revenue of $5.2 billion, up 3% year-over-year, with strong performance across all segments and robust new business bookings, reflecting operational resilience despite macroeconomic and FX headwinds.
Continued to diversify into non-automotive markets, with 8% growth in non-auto revenue and new partnerships in robotics and AI-powered systems.
Announced and finalized plans for the spin-off of the Electrical Distribution Systems (EDS) business as VersaGen/Versigent, effective April 1, 2026.
Maintained a resilient operating model, enhancing supply chain visibility and consolidating manufacturing facilities to drive efficiency.
Financial highlights
Q4 adjusted operating income was $607 million, with adjusted EPS of $1.86, up 6% year-over-year, and Q4 operating cash flow of $818 million.
Full-year adjusted net income was $1,726 million, with adjusted EPS up 24.9% to $7.82; full-year new business awards totaled $27 billion.
EBITDA for Q4 was $798 million (15.5% margin), and full-year adjusted EBITDA reached $3.2 billion.
Share count reduced by 20% since Q3 2024 through $3.5 billion in repurchases.
Year-end cash balance of $1.9 billion; full-year operating cash flow over $2 billion.
Outlook and guidance
2026 guidance: total revenue of $21.1–$21.8 billion, adjusted EPS of $8.15–$8.75, and free cash flow of $650–$850 million.
New Aptiv 2026: revenue of $12.8–$13.2 billion, EBITDA margin of 18.6%, adjusted EPS of $5.70–$6.10.
VersaGen/Versigent 2026: revenue of $9.1–$9.4 billion, EBITDA margin of 10.7%, and free cash flow of $250 million.
Bookings for FY 2026 expected to exceed $30 billion, supported by a strong pipeline.
Confident in achieving 200 basis points of margin expansion by 2028 as stranded costs are eliminated.
Versigent's 2026 pro forma revenue outlook
Impact of OECD guidance on 2025 tax expense
Factors impacting Q4 2025 Adj Op Income margin
Memory cost recovery strategy for 2027
New Aptiv 2026 growth vs. Investor Day target
Wind River's robotics market TAM and content
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- 6 FebSPKSJF
Record income, strong growth, and robust capital position despite lower interest income. - 6 FebISCTR
Net profit hit TL 67.4 billion in 2025, with strong NIM, fee growth, and solid 2026 outlook. - 6 FebSCW
73% revenue growth and record backlog driven by new space contracts and strategic investments. - 6 FebCDP
2025 FFO/share rose 5.8% with strong leasing and retention; 2026 guidance signals further growth. - 6 FebSCWRevenue at 15.86 mln PLN, backlog 17.14 mln PLN, and major space contracts drive 2025 outlook.
- 6 FebPENG
All proposals passed, with no questions raised during the Q&A session. - 6 FebSCWQ2 2024 revenue up 115% y/y, backlog nearly doubled, Space segment leads growth.
- 6 FebPECO
2026 FFO per share growth guided at 5.5% with record occupancy and strong acquisitions. - 6 FebSCWQ2 2025 revenue surged 120% y/y, driven by a record Asian contract and a tripled backlog.
- 6 FebSCWQ1 2025 revenue jumped 97% year-over-year, with strong backlog and major new contracts secured.
Next Aptiv earnings date
Barclays 43rd Annual Industrial Select Conference18 Feb, 2026
Aptiv
Next Aptiv earnings date
Barclays 43rd Annual Industrial Select Conference18 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Aptiv PLC designs, manufactures, and sells advanced vehicle components for the worldwide automotive industry. The company operates through Light Vehicle Power and Propulsion Systems, and Heavy Duty Power segments. The Light Vehicle Power and Propulsion Systems segment offers auto industry customers powertrain products such as engines, transmissions, electronics, components, full drive systems, wheels, tires, air springs, braking solutions, and complete vehicles.
This segment also provides aftermarket products primarily to costumers in China and Europe. The Heavy Duty Power segment serves commercial truck customers in a variety of markets with components and finished goods primarily related to engine blocks. Aptiv PLC was founded in 2011 and is based in Dublin, Ireland.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage