Analyst Consensus ?
ConsensusBuy31 ratings
Bullish2064.5%
Neutral1135.5%
Bearish00.0%
1 unmapped firm rating excluded from the percentages.
Aptiv PLC · APTV · FY2025 Q2 · Calendar Q3 2025
Aptiv posts record Q2 results while keeping a cautious outlook
Aptiv's record Q2 results, strong bookings and cash generation support its longer-term electrification, automation and digitalization thesis. Near-term evidence is mixed because management maintained a cautious outlook and flagged FX, commodity, tariff and production risks.
Reported Before market openNYSEConsumer Cyclical
$9.21B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$2.12
Consensus $1.79
EPS surprise
+18.4%
Reported versus consensus
Reported revenue
$5.21B
Consensus $4.98B
Revenue surprise
+4.5%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+2.9%
Event window
SPY move
-0.4%
Same window
Abnormal move
+3.3%
Stock minus SPY
Volume
1.7×
Versus trailing sessions
Subsequent drift
+17.0%
Up to 20 sessions
APTVSPY benchmark
Ask FN2 about APTV FY2025 Q2
Transcript, numbers and history already loaded
Why did APTV rise 2.9% after beating EPS estimates in FY2025 Q2?What changed in APTV's guidance and outlook in FY2025 Q2?Give me the bull and bear case for APTV after FY2025 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Aptiv moved from the prior quarter's record results and deleveraging focus to another record quarter with $5.4 billion of bookings, while placing more emphasis on the EDS spin-off, edge-AI partnerships, targeted M&A and second-half execution risks.
Guidance delta
Management's guidance sentiment was maintained; the supplied analysis cites FX, commodity and tariff headwinds in the outlook.
Key takeaways
- Revenue was $5.2 billion, operating income was $628 million and EPS was $2.12 in Q2 2025.
- New business bookings reached $5.4 billion, led by ADAS, engineered components and electrical distribution wins.
- Management highlighted sensor-to-cloud products, the EDS spin-off and targeted M&A while retaining a cautious second-half stance.
Management priorities
- Complete the Electrical Distribution Systems spin-off
- Expand ADAS, sensor-to-cloud and edge-AI offerings
- Pursue targeted acquisitions and continue cost optimization
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$43.54Current
$55Low
$110.05Average
$185High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 4, 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 |
|---|---|---|---|---|
| JP Morgan | Neutral | Overweight | Downgrade | Sep 15, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Aug 10, 2026 |
| Barclays | Overweight | Overweight | Maintain | Aug 10, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Aug 5, 2026 |
| UBS | Buy | Buy | Maintain | Aug 5, 2026 |
| TD Cowen | Buy | Buy | Maintain | Aug 5, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Aug 5, 2026 |
| Morgan Stanley | Equal Weight | Overweight | Downgrade | Aug 5, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | 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 $43.54. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Argus Research | Bill Selesky | $64 | $48.48 | +47.0% | Aug 13, 2026 |
| Evercore ISI | Chris McNally | $70 | $48.62 | +60.8% | Aug 10, 2026 |
| Barclays | Analyst unavailable | $65 | $49.55 | +49.3% | Aug 10, 2026 |
| Deutsche Bank | Analyst unavailable | $56 | $47.16 | +28.6% | Aug 5, 2026 |
| UBS | Analyst unavailable | $62 | $47.43 | +42.4% | Aug 5, 2026 |
| Robert W. Baird | Analyst unavailable | $59 | $47.72 | +35.5% | Aug 5, 2026 |
| Morgan Stanley | Andrew Percoco | $55 | $47.72 | +26.3% | Aug 5, 2026 |
| RBC Capital | Tom Narayan | $90 | $60.08 | +106.7% | Jul 13, 2026 |
| Deutsche Bank | Edison Yu | $75 | $58.91 | +72.3% | Jul 7, 2026 |
| Piper Sandler | Alexander Potter | $94 | $69.48 | +115.9% | Jun 8, 2026 |
| Morgan Stanley | Andrew Percoco | $71 | $57.11 | +63.1% | May 8, 2026 |
| Barclays | Analyst unavailable | $73 | $56.8 | +67.7% | May 7, 2026 |
| Deutsche Bank | Edison Yu | $84 | $60.13 | +92.9% | Apr 27, 2026 |
| Goldman Sachs | Mark Delaney | $74 | $59.36 | +70.0% | Apr 13, 2026 |
| UBS | Joseph Spak | $97 | $70.32 | +122.8% | Mar 12, 2026 |
| UBS | Analyst unavailable | $89 | $82.46 | +104.4% | Feb 4, 2026 |
| Oppenheimer | Colin Rusch | $106 | $79.66 | +143.5% | Feb 3, 2026 |
| Oppenheimer | Colin Rusch | $102 | $79.34 | +134.3% | Jan 21, 2026 |
| UBS | Analyst unavailable | $99 | $88.25 | +127.4% | Jan 14, 2026 |
| US Capital Advisors | Steven Fox | $110 | $86.83 | +152.6% | Jan 13, 2026 |
| Piper Sandler | Analyst unavailable | $103 | $82.15 | +136.6% | Jan 8, 2026 |
| Morgan Stanley | Analyst unavailable | $84 | $76.37 | +92.9% | Dec 8, 2025 |
| Evercore ISI | Analyst unavailable | $100 | $74.72 | +129.7% | Nov 24, 2025 |
| Oppenheimer | Analyst unavailable | $94 | $82.12 | +115.9% | Oct 31, 2025 |
| Wells Fargo | Analyst unavailable | $100 | $82.12 | +129.7% | Oct 31, 2025 |
| RBC Capital | Tom Narayan | $101 | $81.56 | +132.0% | Oct 10, 2025 |
| UBS | Analyst unavailable | $94 | $88.38 | +115.9% | Oct 6, 2025 |
| Wells Fargo | Colin Langan | $103 | $81.8 | +136.6% | Sep 9, 2025 |
| Robert W. Baird | Luke Junk | $97 | $79.63 | +122.8% | Sep 3, 2025 |
| Barclays | Dan Levy | $85 | $70.13 | +95.2% | Jul 16, 2025 |
| Robert W. Baird | Luke Junk | $82 | $69.28 | +88.3% | Jul 11, 2025 |
| Piper Sandler | Alexander Potter | $70 | $66.97 | +60.8% | May 22, 2025 |
| Goldman Sachs | Mark Delaney | $71 | $58.42 | +63.1% | Dec 11, 2024 |
| Industrial Alliance Securities | Mark Delaney | $92 | $72.01 | +111.3% | Oct 1, 2024 |
| Wells Fargo | Colin Langan | $87 | $70.52 | +99.8% | Sep 20, 2024 |
| RBC Capital | Joseph Spak | $87 | $70.05 | +99.8% | Sep 5, 2024 |
| Barclays | Dan Levy | $105 | $72.26 | +141.2% | Jul 16, 2024 |
| Piper Sandler | Alexander Potter | $63 | $67.04 | +44.7% | Jun 26, 2024 |
| Cowen & Co. | Cowen Cowen | $134 | $115.91 | +207.8% | Feb 7, 2023 |
| Citigroup | Analyst unavailable | $138 | $115.48 | +216.9% | Feb 7, 2023 |
| Wells Fargo | Analyst unavailable | $115 | $115.73 | +164.1% | Feb 6, 2023 |
| Robert W. Baird | Baird Baird | $135 | $115.73 | +210.1% | Feb 5, 2023 |
| Raymond James | Analyst unavailable | $135 | $118.68 | +210.1% | Feb 3, 2023 |
| CFRA | Strong Buy | $130 | $91.62 | +198.6% | Nov 3, 2022 |
| Raymond James | Brian Gesuale | $145 | $97.44 | +233.0% | Aug 24, 2022 |
| Morgan Stanley | Adam Jonas | $155 | $101.32 | +256.0% | Jun 13, 2022 |
| Morgan Stanley | Adam Jonas | $170 | $106.28 | +290.4% | Jun 4, 2022 |
| Deutsche Bank | Analyst unavailable | $140 | $112.28 | +221.5% | Apr 21, 2022 |
| Wells Fargo | Colin Langan | $112 | $107.51 | +157.2% | Apr 17, 2022 |
| Citigroup | Itay Michaeli | $181 | $108.37 | +315.7% | Apr 9, 2022 |
| Bank of America Securities | John Murphy | $165 | $111.39 | +279.0% | Apr 6, 2022 |
| Jefferies | David Kelley | $145 | $104.47 | +233.0% | Mar 14, 2022 |
| Credit Suisse | Dan Levy | $185 | $130.84 | +324.9% | Feb 7, 2022 |
| Cowen & Co. | Jeff Osborne | $180 | $132.2 | +313.4% | Feb 4, 2022 |
| Deutsche Bank | Emmanuel Rosner | $158 | $132.2 | +262.9% | Feb 4, 2022 |
| Oppenheimer | Colin Rusch | $196 | $175.03 | +350.2% | Nov 5, 2021 |
| Raymond James | Brian Gesuale | $215 | $175.03 | +393.8% | Nov 5, 2021 |
| Nomura | Anindya Das | $100 | $166.52 | +129.7% | Aug 12, 2021 |
| Guggenheim | Ali Faghri | $184 | $155.13 | +322.6% | Jun 24, 2021 |
Track every rating change on APTV the moment it posts. Free to start.
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
All APTV earningsConsumer Cyclical peers this season
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Latest beats and misses
Who reports nextBeat on EPS
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
Get the APTV recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:55.686058+00:00
- Polygon adjusted daily market bars · 2026-10-04T21:20:42.654170+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-04T21:20:42.651344+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 2026-10-04. For educational purposes only; not investment advice.