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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
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Next Aptiv earnings date
Q1 202630 Apr, 2026
Aptiv
Next Aptiv earnings date
Q1 202630 Apr, 2026
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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.
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