Analyst Consensus ?
ConsensusBuy31 ratings
Bullish2064.5%
Neutral1135.5%
Bearish00.0%
1 unmapped firm rating excluded from the percentages.
Aptiv PLC · APTV · FY2024 Q3 · Calendar Q4 2024
Aptiv Q3 2024: Record EPS Despite Revenue Pressure
Aptiv's Q3 showed resilient earnings power from cost discipline and active-safety demand, but the lowered revenue outlook and OEM volatility make the longer-term growth case dependent on product launches, bookings conversion, and a recovery in vehicle volumes.
Reported Before market openNYSEConsumer Cyclical
$9.31B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.83
Consensus $1.68
EPS surprise
+8.9%
Reported versus consensus
Reported revenue
$4.85B
Consensus $5.20B
Revenue surprise
-6.7%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-17.7%
Event window
SPY move
-2.0%
Same window
Abnormal move
-15.8%
Stock minus SPY
Volume
7.5×
Versus trailing sessions
Subsequent drift
-2.3%
Up to 20 sessions
APTVSPY benchmark
Ask FN2 about APTV FY2024 Q3
Transcript, numbers and history already loaded
Why did APTV fall 17.7% after beating EPS estimates in FY2024 Q3?What changed in APTV's guidance and outlook in FY2024 Q3?Give me the bull and bear case for APTV after FY2024 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The current quarter added a 6% revenue decline, record EPS, expanded operating margins, and a more cautious operating backdrop. Management highlighted Gen 7 radar, new software and vision investments, and continued cost reductions while keeping EPS support from efficiency actions.
Guidance delta
Management lowered its 2024 revenue outlook while retaining higher EPS guidance, supported by cost efficiencies.
Key takeaways
- Q3 revenue declined 6% as vehicle production weakened across North America, Europe, and China.
- Record EPS and wider operating margins reflected cost actions and strong active-safety bookings.
- Gen 7 radar, cockpit computing, Wind River eLxr Pro, and Maxieye investment support the longer-term product roadmap.
Management priorities
- Scale Gen 7 radar and integrated cockpit-controller launches.
- Expand Wind River eLxr Pro for cloud-edge workloads and develop vision-software partnerships.
- Continue cost actions, manufacturing consolidation, and localized China initiatives.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$44.86Current
$55Low
$107.05Average
$185High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 19, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| RBC Capital | Outperform | Outperform | Maintain | Oct 12, 2026 |
| Barclays | Overweight | Overweight | Maintain | Oct 9, 2026 |
| UBS | Buy | Buy | Maintain | Oct 7, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Oct 6, 2026 |
| JP Morgan | Neutral | Overweight | Downgrade | Sep 15, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Aug 10, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Aug 5, 2026 |
| TD Cowen | Buy | Buy | Maintain | Aug 5, 2026 |
| Morgan Stanley | Equal Weight | Overweight | Downgrade | Aug 5, 2026 |
| Deutsche Bank | Buy | Buy | Maintain | Jul 7, 2026 |
| Citigroup | Buy | Buy | Maintain | May 19, 2026 |
| BNP Paribas | Outperform | Outperform | Maintain | Apr 14, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Feb 3, 2026 |
| Piper Sandler | Overweight | Neutral | Upgrade | Jan 8, 2026 |
| B of A Securities | Buy | Buy | Maintain | Sep 10, 2025 |
| Baird | Outperform | Outperform | Maintain | Sep 3, 2025 |
| Wolfe Research | Peer Perform | Outperform | Downgrade | Jul 2, 2025 |
| Guggenheim | Neutral | Buy | Downgrade | Jun 4, 2025 |
| HSBC | Buy | Hold | Upgrade | Feb 4, 2025 |
| Raymond James | Market Perform | Outperform | Downgrade | Feb 3, 2025 |
| Fox Advisors | Equal Weight | Outperform | Downgrade | Oct 1, 2024 |
| Cowen & Co. | Outperform | Outperform | Maintain | Feb 15, 2023 |
| Credit Suisse | Outperform | Outperform | Maintain | May 6, 2022 |
| Jefferies | Buy | Buy | Maintain | Sep 20, 2021 |
| Keybanc | Overweight | Downgrade | Dec 16, 2020 | |
| Benchmark | Hold | Buy | Downgrade | Nov 2, 2020 |
| Piper Jaffray | Overweight | Neutral | Upgrade | Dec 3, 2019 |
| Buckingham Research | Neutral | Neutral | Maintain | Oct 31, 2019 |
| Buckingham | Neutral | Neutral | Maintain | Oct 31, 2019 |
| Bank of America | Neutral | Buy | Downgrade | Sep 13, 2019 |
| PiperJaffray | Neutral | Overweight | Downgrade | Feb 9, 2019 |
| Berenberg | Buy | Hold | Upgrade | Apr 4, 2018 |
Named analyst price targets
Upside is calculated against the persisted current price $44.86. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| RBC Capital | Tom Narayan | $77 | $43.66 | +71.6% | Oct 12, 2026 |
| Barclays | Analyst unavailable | $60 | $44.21 | +33.7% | Oct 9, 2026 |
| UBS | Joseph Spak | $57 | $44.72 | +27.1% | Oct 7, 2026 |
| Goldman Sachs | Mark Delaney | $61 | $43.89 | +36.0% | Oct 6, 2026 |
| Industrial Alliance Securities | Analyst unavailable | $61 | $43.89 | +36.0% | Oct 6, 2026 |
| Argus Research | Bill Selesky | $64 | $48.48 | +42.7% | Aug 13, 2026 |
| Evercore ISI | Chris McNally | $70 | $48.62 | +56.0% | Aug 10, 2026 |
| Barclays | Analyst unavailable | $65 | $49.55 | +44.9% | Aug 10, 2026 |
| Deutsche Bank | Analyst unavailable | $56 | $47.16 | +24.8% | Aug 5, 2026 |
| UBS | Analyst unavailable | $62 | $47.43 | +38.2% | Aug 5, 2026 |
| Robert W. Baird | Analyst unavailable | $59 | $47.72 | +31.5% | Aug 5, 2026 |
| Morgan Stanley | Andrew Percoco | $55 | $47.72 | +22.6% | Aug 5, 2026 |
| RBC Capital | Tom Narayan | $90 | $60.08 | +100.6% | Jul 13, 2026 |
| Deutsche Bank | Edison Yu | $75 | $58.91 | +67.2% | Jul 7, 2026 |
| Piper Sandler | Alexander Potter | $94 | $69.48 | +109.5% | Jun 8, 2026 |
| Morgan Stanley | Andrew Percoco | $71 | $57.11 | +58.3% | May 8, 2026 |
| Barclays | Analyst unavailable | $73 | $56.8 | +62.7% | May 7, 2026 |
| Deutsche Bank | Edison Yu | $84 | $60.13 | +87.2% | Apr 27, 2026 |
| Goldman Sachs | Mark Delaney | $74 | $59.36 | +65.0% | Apr 13, 2026 |
| UBS | Joseph Spak | $97 | $70.32 | +116.2% | Mar 12, 2026 |
| UBS | Analyst unavailable | $89 | $82.46 | +98.4% | Feb 4, 2026 |
| Oppenheimer | Colin Rusch | $106 | $79.66 | +136.3% | Feb 3, 2026 |
| Oppenheimer | Colin Rusch | $102 | $79.34 | +127.4% | Jan 21, 2026 |
| UBS | Analyst unavailable | $99 | $88.25 | +120.7% | Jan 14, 2026 |
| US Capital Advisors | Steven Fox | $110 | $86.83 | +145.2% | Jan 13, 2026 |
| Piper Sandler | Analyst unavailable | $103 | $82.15 | +129.6% | Jan 8, 2026 |
| Morgan Stanley | Analyst unavailable | $84 | $76.37 | +87.2% | Dec 8, 2025 |
| Evercore ISI | Analyst unavailable | $100 | $74.72 | +122.9% | Nov 24, 2025 |
| Oppenheimer | Analyst unavailable | $94 | $82.12 | +109.5% | Oct 31, 2025 |
| Wells Fargo | Analyst unavailable | $100 | $82.12 | +122.9% | Oct 31, 2025 |
| RBC Capital | Tom Narayan | $101 | $81.56 | +125.1% | Oct 10, 2025 |
| UBS | Analyst unavailable | $94 | $88.38 | +109.5% | Oct 6, 2025 |
| Wells Fargo | Colin Langan | $103 | $81.8 | +129.6% | Sep 9, 2025 |
| Robert W. Baird | Luke Junk | $97 | $79.63 | +116.2% | Sep 3, 2025 |
| Barclays | Dan Levy | $85 | $70.13 | +89.5% | Jul 16, 2025 |
| Robert W. Baird | Luke Junk | $82 | $69.28 | +82.8% | Jul 11, 2025 |
| Piper Sandler | Alexander Potter | $70 | $66.97 | +56.0% | May 22, 2025 |
| Goldman Sachs | Mark Delaney | $71 | $58.42 | +58.3% | Dec 11, 2024 |
| Industrial Alliance Securities | Mark Delaney | $92 | $72.01 | +105.1% | Oct 1, 2024 |
| Wells Fargo | Colin Langan | $87 | $70.52 | +93.9% | Sep 20, 2024 |
| RBC Capital | Joseph Spak | $87 | $70.05 | +93.9% | Sep 5, 2024 |
| Barclays | Dan Levy | $105 | $72.26 | +134.1% | Jul 16, 2024 |
| Piper Sandler | Alexander Potter | $63 | $67.04 | +40.4% | Jun 26, 2024 |
| Cowen & Co. | Cowen Cowen | $134 | $115.91 | +198.7% | Feb 7, 2023 |
| Citigroup | Analyst unavailable | $138 | $115.48 | +207.6% | Feb 7, 2023 |
| Wells Fargo | Analyst unavailable | $115 | $115.73 | +156.4% | Feb 6, 2023 |
| Robert W. Baird | Baird Baird | $135 | $115.73 | +200.9% | Feb 5, 2023 |
| Raymond James | Analyst unavailable | $135 | $118.68 | +200.9% | Feb 3, 2023 |
| CFRA | Strong Buy | $130 | $91.62 | +189.8% | Nov 3, 2022 |
| Raymond James | Brian Gesuale | $145 | $97.44 | +223.2% | Aug 24, 2022 |
| Morgan Stanley | Adam Jonas | $155 | $101.32 | +245.5% | Jun 13, 2022 |
| Morgan Stanley | Adam Jonas | $170 | $106.28 | +279.0% | Jun 4, 2022 |
| Deutsche Bank | Analyst unavailable | $140 | $112.28 | +212.1% | Apr 21, 2022 |
| Wells Fargo | Colin Langan | $112 | $107.51 | +149.7% | Apr 17, 2022 |
| Citigroup | Itay Michaeli | $181 | $108.37 | +303.5% | Apr 9, 2022 |
| Bank of America Securities | John Murphy | $165 | $111.39 | +267.8% | Apr 6, 2022 |
| Jefferies | David Kelley | $145 | $104.47 | +223.2% | Mar 14, 2022 |
| Credit Suisse | Dan Levy | $185 | $130.84 | +312.4% | Feb 7, 2022 |
| Cowen & Co. | Jeff Osborne | $180 | $132.2 | +301.2% | Feb 4, 2022 |
| Deutsche Bank | Emmanuel Rosner | $158 | $132.2 | +252.2% | Feb 4, 2022 |
| Oppenheimer | Colin Rusch | $196 | $175.03 | +336.9% | Nov 5, 2021 |
| Raymond James | Brian Gesuale | $215 | $175.03 | +379.3% | Nov 5, 2021 |
| Nomura | Anindya Das | $100 | $166.52 | +122.9% | Aug 12, 2021 |
| Guggenheim | Ali Faghri | $184 | $155.13 | +310.2% | Jun 24, 2021 |
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Start freeCompany context
Snapshot as of publicationAptiv PLC, an industrial technology company, provides hardware and software solutions to support automotive and other industries in North America, Europe, the Middle East, Africa, the Asia Pacific, and South America. It operates through three segments: Advanced Safety and User Experience, Engineered Components, and Electrical Distribution Systems. The company offers active safety, user experience and smart vehicle compute, and software products for vehicle safety and security, including intelligent sensors, compute platforms, and software tools and services. It also provides connection systems, interconnects, and cable management and protection solutions for the distribution of power, signal, and data. Aptiv PLC was incorporated in 2011 and is based in Schaffhausen, Switzerland.
Historical context
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2024-11-10T18:38:36.707185+00:00
- Polygon adjusted daily market bars · 2026-10-18T23:50:43.821109+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-18T23:50:43.818487+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-18. For educational purposes only; not investment advice.