Aptiv (NYSE:APTV) Issues Q3 2026 Earnings Guidance

Aptiv (NYSE:APTV) issued an update on its third quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 1.250-1.350 for the period, compared to the consensus 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.

Aptiv Price Performance

Shares of APTV traded up $0.17 during mid-day trading on Thursday, reaching $47.18. The company had a trading volume of 1,500,670 shares, compared to its average volume of 3,021,974. The company’s 50 day simple moving average is $61.60 and its 200 day simple moving average is $66.04. Aptiv has a 1-year low of $46.42 and a 1-year high of $88.93. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.57 and a current ratio of 2.02. The company has a market capitalization of $9.98 billion, a price-to-earnings ratio of 44.78, a P/E/G ratio of 0.92 and a beta of 1.46.

Aptiv (NYSE:APTV) last released its quarterly earnings data on Tuesday, August 4th. The auto parts company reported $1.63 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.42 by $0.21. Aptiv had a net margin of 1.17% and a return on equity of 17.10%. The business had revenue of $3.27 billion during the quarter, compared to analysts’ expectations of $3.31 billion. During the same period in the prior year, the company earned $2.12 EPS. The firm’s quarterly revenue was up 2.3% compared to the same quarter last year. Aptiv has set its FY 2026 guidance at 5.600-5.800 EPS and its Q3 2026 guidance at 1.250-1.350 EPS. Analysts expect that Aptiv will post 5.7 EPS for the current year.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on APTV. Morgan Stanley lowered shares of Aptiv from an “overweight” rating to an “equal weight” rating and reduced their target price for the stock from $71.00 to $55.00 in a report on Wednesday. Piper Sandler dropped their price target on shares of Aptiv from $106.00 to $94.00 and set an “overweight” rating for the company in a research note on Monday, June 8th. UBS Group reiterated a “buy” rating on shares of Aptiv in a report on Wednesday. Deutsche Bank Aktiengesellschaft cut shares of Aptiv from a “buy” rating to a “hold” rating and set a $56.00 price objective on the stock. in a research note on Wednesday. Finally, JPMorgan Chase & Co. decreased their price objective on Aptiv from $84.00 to $75.00 and set an “overweight” rating for the company in a report on Friday, July 10th. Nineteen equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, Aptiv currently has a consensus rating of “Moderate Buy” and an average price target of $77.50.

Insider Activity at Aptiv

In other news, EVP Katherine H. Ramundo sold 2,000 shares of the stock in a transaction 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 completion of the sale, the executive vice president directly owned 163,752 shares in the company, valued at $12,821,781.60. This represents a 1.21% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Corporate insiders own 0.06% of the company’s stock.

More Aptiv News

Here are the key news stories impacting Aptiv this week:

• Positive Sentiment: Aptiv reported second-quarter adjusted EPS of $1.63, above the $1.42 consensus estimate, while revenue increased approximately 2% year over year to about $3.3 billion. Adjusted EBITDA rose to $613 million, supported by margin gains and new commercial awards. Aptiv Q2 earnings beat estimates
• Positive Sentiment: Goldman Sachs, RBC and Wells Fargo lowered their price targets but maintained bullish ratings of “buy,” “outperform” and “overweight,” respectively. Their revised targets of $71, $78 and $66 imply approximately 40% to 66% upside from recent levels. Analyst price target changes
• Positive Sentiment: Aptiv is targeting roughly $300 million in 2026 revenue from robotics and drones, providing a potential longer-term growth catalyst as the company expands beyond traditional automotive components. Aptiv robotics and drone revenue outlook
• Neutral Sentiment: Analyst opinion remains divided: Deutsche Bank downgraded Aptiv to “hold” with a $56 target, while Fox Advisors moved to “equal weight.” The targets remain above the current market price but reflect reduced confidence in near-term execution. Analyst rating changes
• Negative Sentiment: Aptiv cut 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. Management cited customer-mix headwinds, particularly in China, that are expected to weigh on second-half growth. Aptiv second-quarter financial results
• Negative Sentiment: Free cash flow was only $12 million in the quarter and negative $196 million year to date, adding to investor concerns about cash generation. Two reported insider transactions were sales, while more institutions reduced positions than added them in the latest quarter.

Institutional Trading of Aptiv

A number of institutional investors have recently bought and sold shares of the company. Atlas Capital Advisors Inc. acquired a new position in shares of Aptiv in the 4th quarter valued at about $33,000. DV Equities LLC acquired a new stake in Aptiv during the fourth quarter worth approximately $33,000. Towarzystwo Funduszy Inwestycyjnych PZU SA increased its holdings in Aptiv by 60.0% in the fourth quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 480 shares of the auto parts company’s stock worth $37,000 after purchasing an additional 180 shares in the last quarter. Geneos Wealth Management Inc. increased its holdings in Aptiv by 452.3% in the first quarter. Geneos Wealth Management Inc. now owns 486 shares of the auto parts company’s stock worth $29,000 after purchasing an additional 398 shares in the last quarter. Finally, Brown Brothers Harriman & Co. lifted its stake in Aptiv by 53.9% in the third quarter. Brown Brothers Harriman & Co. now owns 568 shares of the auto parts company’s stock valued at $49,000 after buying an additional 199 shares during the period. 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.