Latest revenue
$5.09B
as of 2026-03-31
Latest net income
$189.0M
as of 2026-03-31
Net margin
3.7%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $12.14B
- Enterprise value
- $18.13B
- P/E (trailing)
- 73.6×
- Forward P/E
- —
- P/B
- 1.31×
- Dividend yield
- 0.0%
- 52-wk high
- $88.93
- 52-wk low
- $51.68
- Beta
- —
- Shares out
- 211.6M
5-year trend
What this company does
Aptiv designs and manufactures the electrical wiring, connectors, sensors, and software that power vehicle safety, autonomy, and connectivity systems for global automakers. It generates revenue primarily by selling these components and engineered systems to OEMs, posting $15.2 billion in sales for the first nine months of 2025. The company just took a $648 million goodwill impairment and is preparing to spin off its Electrical Distribution Systems segment, having recently redomiciled its parent to Switzerland and bought back nearly $1 billion in shares this year.
Key risks
- Q3 2025 $648M goodwill impairment drove operating loss of $175M versus $503M profit prior year, signaling segment value deterioration.
- Leverage remains elevated: $7.6B long-term debt against $1.64B cash; nine-month effective tax rate spiked to 89% ($504M on $565M pretax).
- Aggressive buybacks continue despite weakness — $846M repurchased YTD plus $750M forward contracts, reducing share count ~8% while earnings collapsed.
Profitability
Operating margin
5.8%
37.9%Net margin
0.8%
91.1%Return on equity
1.8%
91.2%Return on assets
0.7%
90.7%Leverage
Debt / equity
1.54×
7.4%Long-term debt / equity
0.81×
9.0%Debt / assets
60.7%
2.9%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $5.09B | +5.4% | $189.0M | +1818.2% | 3.7% |
Q4 2025 2025-12-31 | $5.15B | +5.0% | $-233.0M | -186.9% | -4.5% |
Q3 2025 2025-09-30 | $5.21B | +7.4% | $27.0M | -92.6% | 0.5% |
Q2 2025 2025-06-30 | $5.21B | +3.1% | $382.0M | -59.3% | 7.3% |
Q1 2025 2025-03-31 | $4.83B | -1.6% | $-11.0M | -105.0% | -0.2% |
Q4 2024 2024-12-31 | $4.91B | — | $268.0M | — | 5.5% |
Q3 2024 2024-09-30 | $4.85B | -5.1% | $363.0M | -77.7% | 7.5% |
Q2 2024 2024-06-30 | $5.05B | -2.9% | $938.0M | +287.6% | 18.6% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Motor Vehicle Parts & Accessories · SIC 3714
Your notes
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Insider activity
Insider buying
$649.1K
Insider selling
$7.4M
Net activity
−$6.8M
Distinct insiders
7
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns APTV
Institutional value
$8.10B
Total shares held
120.1M
Distinct holders
471
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 19.0M | $1.32B | — | New |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 13.9M | $962.6M | — | New |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 9.0M | $626.6M | — | New |
| 4 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 5.2M | $361.5M | — | New |
| 5 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 5.1M | $357.5M | — | New |
| 6 | Impax Asset Management Group plc | 4.6M | $318.8M | — | New |
| 7 | NORDEA INVESTMENT MANAGEMENT AB | 4.7M | $318.5M | — | New |
| 8 | Invesco Ltd. | 4.4M | $307.1M | — | New |
| 9 | Boston Partners | 4.1M | $281.5M | — | New |
| 10 | Allspring Global Investments Holdings, LLC | 3.0M | $188.1M | — | New |
| 11 | DIMENSIONAL FUND ADVISORS LP | 2.6M | $177.7M | — | New |
| 12 | FIRST TRUST ADVISORS LP | 2.4M | $166.2M | — | New |
| 13 | JPMORGAN CHASE & CO | 1.9M | $125.4M | — | New |
| 14 | Rathbones Group PLC | 1.4M | $99.3M | — | New |
| 15 | BNP PARIBAS FINANCIAL MARKETS | 1.4M | $98.7M | — | New |
| 16 | Robeco Institutional Asset Management B.V. | 1.4M | $98.2M | — | New |
| 17 | DEUTSCHE BANK AG\ | 1.3M | $91.2M | — | New |
| 18 | AustralianSuper Pty Ltd | 1.3M | $89.8M | — | New |
| 19 | Swedbank AB | 1.3M | $89.0M | — | New |
| 20 | Legal & General Group Plc | 1.3M | $88.4M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
- 1
The $648M goodwill impairment this quarter—which reporting unit, what triggered it now, and is further impairment likely given remaining $4.6B goodwill?
- 2
Why did Q3 SG&A jump 31% YoY to $433M and restructuring quadruple to $60M—are these run-rate costs or one-time?
- 3
Effective tax rate hit 89% on YTD pre-tax income; explain the $504M tax expense and whether valuation allowances are driving this.