Aptiv Q4 Earnings and Revenues Beat Estimates, Rise Y/Y

Aptiv PLC APTV reported impressive fourth-quarter 2025 results. Adjusted earnings of $1.86 per share beat the Zacks Consensus Estimate by 2.2% and increased 6.3% year over year. Revenues of $5.15 billion topped the Zacks Consensus Estimate by 1.5% and rose 5% year over year.

The company’s adjusted revenues improved 3% year over year. However, adjusted revenues fell 1% in Europe and 1% in Asia, while growing 8% in North America and 12% in South America.

Aptiv PLC Price, Consensus and EPS Surprise

Aptiv PLC price-consensus-eps-surprise-chart | Aptiv PLC Quote

Other Quarterly Numbers of APTV

The Electrical Distribution Systems and Engineered Components Group’s revenues of $2.30 billion and $1.64 billion rose 8% and 4% year over year, respectively. The Advanced Safety and User Experience segment’s revenues grew 3% on a year-over-year basis to $1.42 billion.

Adjusted operating income was $607 million, down 2.6% from the figure reported in the year-ago quarter. The adjusted operating income margin was 11.78%, up 92 basis points year over year.

Aptiv exited the quarter with a cash and cash equivalent balance of $1.85 billion compared with $1.57 billion in the December-end quarter of 2024. Long-term debt was $7.47 billion compared with $7.84 billion in the fourth quarter of 2024.

The company generated $2.19 billion in cash from operating activities in 2025 compared with $2.45 billion at the end of 2024.

APTV’s Outlook for Q1 and 2026

For the first quarter of 2026, Aptiv expects revenues to be between $4.95 billion and $5.15 billion. The midpoint ($5.05) of the guided range is above the current Zacks Consensus Estimate of $4.99 billion. Adjusted EPS is expected to be between $1.55 and $1.75. The Zacks Consensus Estimate for the same is $1.94. The adjusted operating income margin is anticipated to be between $715 million and $765 million. The adjusted EBITDA margin is expected to be 14.7%.

For 2026, Aptiv expects revenues to be between $21.12 billion and $21.82 billion, above the Zacks Consensus Estimate of $21.05 billion. Adjusted EPS is expected to be between $8.15 and $8.75 per share. The mid-point ($8.45) of the guided range is above the current Zacks Consensus Estimate of $8.18 per share. The adjusted operating income is anticipated to be between $3.39 billion and $3.59 billion. The adjusted EBITDA margin is projected to be 16.2%. The adjusted effective tax rate is expected to be around 20.5%.

Currently, Aptiv carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Earnings Snapshot of Peers

Accenture plc (ACN) reported impressive first-quarter fiscal 2026 results.

ACN’s earnings were $3.94 per share, beating the Zacks Consensus Estimate by 5.6%. The metric increased 9.8% from the year-ago quarter. Total revenues of $18.7 billion beat the consensus estimate by 1% and rose 6% on a year-over-year basis.

Automatic Data Processing, Inc. (ADP) has reported impressive second-quarter fiscal 2026 results, wherein earnings and revenues outpaced the Zacks Consensus Estimate.

ADP’s earnings per share of $2.62 beat the consensus estimate by 1.6% and increased 11.5% from the year-ago quarter. Total revenues of $5.4 billion missed the consensus estimate by a slight margin but grew 6.2% on a year-over-year basis.

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This article originally published on Zacks Investment Research (zacks.com).

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