Analyst Consensus ?
ConsensusBuy31 ratings
Bullish2064.5%
Neutral1135.5%
Bearish00.0%
1 unmapped firm rating excluded from the percentages.
Aptiv PLC · APTV · FY2026 Q1 · Calendar Q2 2026
Aptiv Q1 2026: Record EPS, Versigent Spin-Off Complete, Guidance Maintained
Aptiv's Q1 2026 results show a company mid-transition. The completed Versigent spin-off refocuses Aptiv on advanced safety, software, and engineered components, while record EPS of $1.71 and $7B in new business awards demonstrate underlying operational strength. However, only 1% revenue growth, negative free cash flow of $362M from separation costs, and headwinds from FX and commodity inflation temper near-term enthusiasm. Management maintained full-year guidance, signaling confidence that growth accelerates later in the year. The stock initially dropped 7.9% on the report but has since rallied over 40%, suggesting the market increasingly validates that view.
Reported Before market openNYSEConsumer Cyclical
$12.29B market cap
90quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.71
Consensus $1.62
EPS surprise
+5.6%
Reported versus consensus
Reported revenue
$5.09B
Consensus $5.03B
Revenue surprise
+1.1%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-7.9%
Event window
SPY move
+0.8%
Same window
Abnormal move
-8.7%
Stock minus SPY
Volume
3.9×
Versus trailing sessions
Subsequent drift
+40.1%
Up to 20 sessions
APTVSPY benchmark
Ask FN2 about APTV FY2026 Q1
Transcript, numbers and history already loaded
Why did APTV fall 7.9% after beating EPS estimates in FY2026 Q1?What changed in APTV's guidance and outlook in FY2026 Q1?Give me the bull and bear case for APTV after FY2026 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The most significant structural change is the completion of the Versigent spin-off, which transferred debt and generated cash proceeds while creating $70M in annualized stranded costs targeted for elimination by end-2027. Q1 free cash flow was negative $362M due to $260M in transaction and separation payments. Revenue grew just 1% to $5.1B, but EPS reached a record $1.71, beating estimates by 5.6%. The stock initially dropped 7.9% on the report but has subsequently rallied over 40%.
Guidance delta
Management maintained full-year 2026 guidance: 4% adjusted revenue growth, $2.4B adjusted EBITDA, and 18.6% margin. No changes to the prior outlook despite FX headwinds and commodity price spikes, which are being mitigated through pass-throughs and operational initiatives.
Key takeaways
- Record EPS of $1.71 beat the $1.62 consensus by 5.6%; revenue of $5.1B exceeded estimates by 1.1%.
- $7B in new business awards secured; management targeting over $20B in total bookings for 2026.
- Versigent spin-off completed, transferring debt and generating cash proceeds while isolating $70M in annualized stranded costs for elimination by end-2027.
- Full-year guidance unchanged at 4% revenue growth, $2.4B EBITDA, and 18.6% margin.
- Negative Q1 free cash flow of $362M driven by $260M in separation-related transaction payments.
- Software and services revenue grew double digits; non-automotive expansion in aerospace, robotics, data centers, and energy storage gaining traction.
Management priorities
- Scale AI-powered ADAS platform and broaden L2++ deployments
- Grow robotics and drone solutions using pulse sensor and compute technology
- Accelerate non-automotive revenue through aerospace, data center, and energy-storage offerings
- Pursue bolt-on acquisitions in industrial and data-center segments during 2026
- Continue share-repurchase program with disciplined capital allocation
- Eliminate $70M in stranded costs from EDS separation by end-2027
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$44.43Current
$55Low
$107.05Average
$185High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 29, 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 $44.43. 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 | +73.3% | Oct 12, 2026 |
| Barclays | Analyst unavailable | $60 | $44.21 | +35.0% | Oct 9, 2026 |
| UBS | Joseph Spak | $57 | $44.72 | +28.3% | Oct 7, 2026 |
| Goldman Sachs | Mark Delaney | $61 | $43.89 | +37.3% | Oct 6, 2026 |
| Industrial Alliance Securities | Analyst unavailable | $61 | $43.89 | +37.3% | Oct 6, 2026 |
| Argus Research | Bill Selesky | $64 | $48.48 | +44.0% | Aug 13, 2026 |
| Evercore ISI | Chris McNally | $70 | $48.62 | +57.6% | Aug 10, 2026 |
| Barclays | Analyst unavailable | $65 | $49.55 | +46.3% | Aug 10, 2026 |
| Deutsche Bank | Analyst unavailable | $56 | $47.16 | +26.0% | Aug 5, 2026 |
| UBS | Analyst unavailable | $62 | $47.43 | +39.5% | Aug 5, 2026 |
| Robert W. Baird | Analyst unavailable | $59 | $47.72 | +32.8% | Aug 5, 2026 |
| Morgan Stanley | Andrew Percoco | $55 | $47.72 | +23.8% | Aug 5, 2026 |
| RBC Capital | Tom Narayan | $90 | $60.08 | +102.6% | Jul 13, 2026 |
| Deutsche Bank | Edison Yu | $75 | $58.91 | +68.8% | Jul 7, 2026 |
| Piper Sandler | Alexander Potter | $94 | $69.48 | +111.6% | Jun 8, 2026 |
| Morgan Stanley | Andrew Percoco | $71 | $57.11 | +59.8% | May 8, 2026 |
| Barclays | Analyst unavailable | $73 | $56.8 | +64.3% | May 7, 2026 |
| Deutsche Bank | Edison Yu | $84 | $60.13 | +89.1% | Apr 27, 2026 |
| Goldman Sachs | Mark Delaney | $74 | $59.36 | +66.6% | Apr 13, 2026 |
| UBS | Joseph Spak | $97 | $70.32 | +118.3% | Mar 12, 2026 |
| UBS | Analyst unavailable | $89 | $82.46 | +100.3% | Feb 4, 2026 |
| Oppenheimer | Colin Rusch | $106 | $79.66 | +138.6% | Feb 3, 2026 |
| Oppenheimer | Colin Rusch | $102 | $79.34 | +129.6% | Jan 21, 2026 |
| UBS | Analyst unavailable | $99 | $88.25 | +122.8% | Jan 14, 2026 |
| US Capital Advisors | Steven Fox | $110 | $86.83 | +147.6% | Jan 13, 2026 |
| Piper Sandler | Analyst unavailable | $103 | $82.15 | +131.8% | Jan 8, 2026 |
| Morgan Stanley | Analyst unavailable | $84 | $76.37 | +89.1% | Dec 8, 2025 |
| Evercore ISI | Analyst unavailable | $100 | $74.72 | +125.1% | Nov 24, 2025 |
| Oppenheimer | Analyst unavailable | $94 | $82.12 | +111.6% | Oct 31, 2025 |
| Wells Fargo | Analyst unavailable | $100 | $82.12 | +125.1% | Oct 31, 2025 |
| RBC Capital | Tom Narayan | $101 | $81.56 | +127.3% | Oct 10, 2025 |
| UBS | Analyst unavailable | $94 | $88.38 | +111.6% | Oct 6, 2025 |
| Wells Fargo | Colin Langan | $103 | $81.8 | +131.8% | Sep 9, 2025 |
| Robert W. Baird | Luke Junk | $97 | $79.63 | +118.3% | Sep 3, 2025 |
| Barclays | Dan Levy | $85 | $70.13 | +91.3% | Jul 16, 2025 |
| Robert W. Baird | Luke Junk | $82 | $69.28 | +84.6% | Jul 11, 2025 |
| Piper Sandler | Alexander Potter | $70 | $66.97 | +57.6% | May 22, 2025 |
| Goldman Sachs | Mark Delaney | $71 | $58.42 | +59.8% | Dec 11, 2024 |
| Industrial Alliance Securities | Mark Delaney | $92 | $72.01 | +107.1% | Oct 1, 2024 |
| Wells Fargo | Colin Langan | $87 | $70.52 | +95.8% | Sep 20, 2024 |
| RBC Capital | Joseph Spak | $87 | $70.05 | +95.8% | Sep 5, 2024 |
| Barclays | Dan Levy | $105 | $72.26 | +136.3% | Jul 16, 2024 |
| Piper Sandler | Alexander Potter | $63 | $67.04 | +41.8% | Jun 26, 2024 |
| Cowen & Co. | Cowen Cowen | $134 | $115.91 | +201.6% | Feb 7, 2023 |
| Citigroup | Analyst unavailable | $138 | $115.48 | +210.6% | Feb 7, 2023 |
| Wells Fargo | Analyst unavailable | $115 | $115.73 | +158.8% | Feb 6, 2023 |
| Robert W. Baird | Baird Baird | $135 | $115.73 | +203.8% | Feb 5, 2023 |
| Raymond James | Analyst unavailable | $135 | $118.68 | +203.8% | Feb 3, 2023 |
| CFRA | Strong Buy | $130 | $91.62 | +192.6% | Nov 3, 2022 |
| Raymond James | Brian Gesuale | $145 | $97.44 | +226.4% | Aug 24, 2022 |
| Morgan Stanley | Adam Jonas | $155 | $101.32 | +248.9% | Jun 13, 2022 |
| Morgan Stanley | Adam Jonas | $170 | $106.28 | +282.6% | Jun 4, 2022 |
| Deutsche Bank | Analyst unavailable | $140 | $112.28 | +215.1% | Apr 21, 2022 |
| Wells Fargo | Colin Langan | $112 | $107.51 | +152.1% | Apr 17, 2022 |
| Citigroup | Itay Michaeli | $181 | $108.37 | +307.4% | Apr 9, 2022 |
| Bank of America Securities | John Murphy | $165 | $111.39 | +271.4% | Apr 6, 2022 |
| Jefferies | David Kelley | $145 | $104.47 | +226.4% | Mar 14, 2022 |
| Credit Suisse | Dan Levy | $185 | $130.84 | +316.4% | Feb 7, 2022 |
| Cowen & Co. | Jeff Osborne | $180 | $132.2 | +305.1% | Feb 4, 2022 |
| Deutsche Bank | Emmanuel Rosner | $158 | $132.2 | +255.6% | Feb 4, 2022 |
| Oppenheimer | Colin Rusch | $196 | $175.03 | +341.1% | Nov 5, 2021 |
| Raymond James | Brian Gesuale | $215 | $175.03 | +383.9% | Nov 5, 2021 |
| Nomura | Anindya Das | $100 | $166.52 | +125.1% | Aug 12, 2021 |
| Guggenheim | Ali Faghri | $184 | $155.13 | +314.1% | 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
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| ORLY O'Reilly Automotive, Inc. | FY2026 Q3 · Calendar Q4 2026 | +4.3% | -2.7% | O'Reilly raises guidance as comparable sales accelerate |
| BWA BorgWarner Inc. | FY2026 Q3 · Calendar Q4 2026 | — | -5.5% | BorgWarner advances industrial diversification as EPS outlook rises |
| F Ford Motor Company | FY2026 Q3 · Calendar Q4 2026 | +19.5% | +1.4% | Ford raises EBIT outlook as trucks and auto adjacencies strengthen |
| EBAY eBay Inc. | FY2026 Q3 · Calendar Q4 2026 | +7.1% | +0.2% | eBay sustains double-digit GMV growth while maintaining guidance |
| F-PB Ford Motor Company 6.20% Notes | FY2026 Q3 · Calendar Q4 2026 | +19.5% | — | Ford Q3: EBIT guidance raised as trucks and services lead |
| F-PC Ford Motor Company 6% Notes due | FY2026 Q3 · Calendar Q4 2026 | +19.5% | — | Ford raises EBIT outlook as trucks and adjacencies support Q3 |
Latest beats and misses
Who reports nextBeat on EPS
- ARFY2026 Q3 · October 28, 2026+22.3% EPS-2.2% move
- INVHFY2026 Q3 · October 28, 2026+49.5% EPS-0.4% move
- AEMFY2026 Q3 · October 28, 2026+5.7% EPS-3.9% move
- ORLYFY2026 Q3 · October 28, 2026+4.3% EPS-2.7% move
- STRLFY2026 Q3 · October 28, 2026+22.3% EPS-0.4% move
- KGCFY2026 Q3 · October 28, 2026+8.7% EPS-6.1% move
Get the APTV recap when the next report posts
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-07-31T14:41:49.458337+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-07-31T14:41:49.455382+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 2026-07-31. For educational purposes only; not investment advice.