Aptiv (NYSE:APTV) Updates Q2 2026 Earnings Guidance

Aptiv (NYSE:APTV) issued an update on its second quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 1.300-1.500 for the period, compared to the consensus earnings per share estimate of 1.630. The company issued revenue guidance of $3.2 billion-$3.4 billion, compared to the consensus revenue estimate of $3.7 billion. Aptiv also updated its FY 2026 guidance to 5.700-6.100 EPS.

Aptiv Stock Down 4.1%

NYSE APTV traded down $2.47 during trading hours on Tuesday, reaching $57.06. 6,648,418 shares of the company traded hands, compared to its average volume of 2,536,650. The stock has a market capitalization of $12.16 billion, a PE ratio of 75.09, a PEG ratio of 0.81 and a beta of 1.42. The company has a current ratio of 1.74, a quick ratio of 1.23 and a debt-to-equity ratio of 0.79. Aptiv has a 12 month low of $52.38 and a 12 month high of $88.93. The company has a 50 day moving average of $66.70 and a two-hundred day moving average of $75.37.

Aptiv (NYSE:APTV) last released its earnings results on Tuesday, May 5th. The auto parts company reported $1.71 earnings per share for the quarter, beating the consensus estimate of $1.62 by $0.09. Aptiv had a net margin of 0.81% and a return on equity of 18.22%. The firm had revenue of $5.09 billion during the quarter, compared to analyst estimates of $5.03 billion. During the same quarter in the previous year, the firm earned $1.69 earnings per share. The firm’s revenue for the quarter was up 5.4% compared to the same quarter last year. Aptiv has set its FY 2026 guidance at 5.700-6.100 EPS and its Q2 2026 guidance at 1.300-1.500 EPS. As a group, equities analysts expect that Aptiv will post 8.28 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on APTV shares. Wolfe Research upgraded shares of Aptiv from a “peer perform” rating to an “outperform” rating and set a $91.00 target price for the company in a research report on Friday, March 6th. JPMorgan Chase & Co. decreased their target price on shares of Aptiv from $105.00 to $83.00 and set an “overweight” rating for the company in a research report on Thursday, April 23rd. Oppenheimer decreased their target price on shares of Aptiv from $106.00 to $84.00 and set an “outperform” rating for the company in a research report on Monday, April 13th. UBS Group decreased their target price on shares of Aptiv from $97.00 to $80.00 and set a “buy” rating for the company in a research report on Thursday, April 2nd. Finally, TD Cowen decreased their target price on shares of Aptiv from $93.00 to $90.00 and set a “buy” rating for the company in a research report on Wednesday, April 15th. One analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, Aptiv has a consensus rating of “Moderate Buy” and an average target price of $89.37.

Institutional Trading of Aptiv

Hedge funds have recently made changes to their positions in the stock. Atlas Capital Advisors Inc. purchased a new stake in shares of Aptiv in the fourth quarter worth approximately $33,000. DV Equities LLC purchased a new stake in shares of Aptiv in the fourth quarter worth approximately $33,000. Towarzystwo Funduszy Inwestycyjnych PZU SA lifted its position in shares of Aptiv by 60.0% in the fourth quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 480 shares of the auto parts company’s stock worth $37,000 after purchasing an additional 180 shares in the last quarter. Geneos Wealth Management Inc. lifted its position in shares of Aptiv by 452.3% in the first quarter. Geneos Wealth Management Inc. now owns 486 shares of the auto parts company’s stock worth $29,000 after purchasing an additional 398 shares in the last quarter. Finally, Brown Brothers Harriman & Co. lifted its position in shares of Aptiv by 53.9% in the third quarter. Brown Brothers Harriman & Co. now owns 568 shares of the auto parts company’s stock worth $49,000 after purchasing an additional 199 shares in the last quarter. 94.21% of the stock is owned by hedge funds and other institutional investors.

Aptiv Company Profile

Aptiv plc is a global automotive technology company that develops safer, greener and more connected solutions for the mobility industry. The company designs and supplies advanced electrical architectures, electronic systems and software that enable vehicle connectivity, active safety, advanced driver-assistance systems (ADAS) and autonomous driving capabilities. Aptiv’s customers include major automakers and mobility service providers seeking to integrate higher levels of automation, electrification and software-defined features into production vehicles and mobility platforms.

Product and service offerings span vehicle electrical systems and wiring, connectors and harnesses, high-voltage electrification components, power electronics and charging solutions, sensors and compute platforms that support ADAS and autonomous functions, and the software and services required to integrate and manage these systems.