FMP

FMP

Aptiv Shares Rise 2% as Q4 Results Beat Expectations Despite Slowing Growth

Aptiv PLC (NYSE: APTV) reported fourth-quarter results that exceeded analyst expectations, though underlying growth moderated, sending shares up more than 2% intraday.

The company posted adjusted earnings per share of $1.86, slightly above the consensus estimate of $1.84. Revenue reached $5.2 billion, exceeding expectations of $5.09 billion and rising 5% year over year. After adjusting for currency and commodity impacts, organic growth slowed to 3%.

Regional performance was mixed, with North America growing 8% and South America rising 12%, while Europe and Asia both declined 1%. Adjusted operating margin contracted to 11.8% from 12.7% a year earlier, largely due to $66 million in higher commodity costs and foreign exchange impacts.

For full-year 2025, Aptiv reported revenue of $20.4 billion, up 3% year over year, or 2% on an adjusted basis. The company also announced plans to spin off its Electrical Distribution Systems business under the name Versigent.

Looking ahead, Aptiv forecast fiscal 2026 revenue of $21.12 billion to $21.82 billion and adjusted earnings per share of $8.15 to $8.75, broadly in line with analyst expectations.