APTV
Aptiv PLC

Aptiv PLCAPTV

Consumer Cyclical · Auto Parts
44.61USD
+2.39%
Sep 23, 2026
APTV overview ready
Key Supplier of ADAS Sensors and High-Performance Vehicle Compute Platforms
Aptiv is a direct automotive technology enabler: it supplies ADAS sensors and platforms, high-performance vehicle compute, software and services, plus signal, power and data interconnect products used in next-generation vehicle architectures.
Narrative is still early
Exposed to the Automotive Digitalization and Vehicle Intelligence narrative through Vehicle Intelligence Platforms — enabling supplier.
Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
Demanding valuation
The price embeds expectations that run ahead of the strength of its balance sheet.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Cyclicality of automotive industry demand.
Market Sep 22Filing Jun 30Price action Sep 22Research Aug 28

Conviction Level

NarrativeHeat5.6ThemeHeat5.0PriceAction1.4Valuation2.9CompanyPosition7.3
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
EntryDamaged / breakdown

The technical structure itself is broken across timeframes — the weakest entry profile.

Key Financials

Market Cap
$9.3B
Avg Volume (60D)
4.8M
60 sessions
Revenue Growth YoY
+3.5%
FY2025 vs FY2024
Gross Margin
+17.6%
Trailing twelve months
Operating Margin
+5.3%
Trailing twelve months
Free Cash Flow Yield
+7.4%
Distance from 200DMA
-31.0%
Next Earnings
2026-10-29
P/E
42.1x
EV / EBITDA
6.6x
EV / Sales
0.7x
Market metrics as of Sep 22, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Two of the three valuation perspectives say expensive; intrinsic is the dissenting view.
Aptiv PLC has an Expensive valuation stance because the price embeds expectations that run ahead of the strength of its balance sheet. It trades at a 7.4% free-cash-flow yield and 6.6x EBITDA, which require sustained delivery to be justified.

Company Research

Thesis
Aptiv is a direct automotive technology enabler: it supplies ADAS sensors and platforms, high-performance vehicle compute, software and services, plus signal, power and data interconnect products used in next-generation vehicle architectures.
Opportunity
Moderate opportunity
OEM spending on advanced driver assistance, sensing, centralized vehicle compute, embedded software and lifecycle software tools that increase vehicle safety, automation, feature content and post-sale upgradability.
Key risk
Cyclicality of automotive industry demand.

Narrative & Theme

Automotive Digitalization and Vehicle Intelligence
Part of Vehicle Intelligence Platforms, with moderate fit.
Aptiv has a real and specific exposure to the automotive shift toward more capable ADAS and software-defined, centrally computed vehicles. This is a distinct narrative from the promoted AI, grid and semiconductor narratives.
Narrative HeatNeutral5.6 / 10
Theme HeatNeutral5.0 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Consumer Cyclical · Auto Parts
What they do

Aptiv PLC designs and manufactures hardware and software solutions for the automotive industry and other sectors globally, operating through segments focused on vehicle safety, engineered components, and electrical distribution systems.

How it earns

The company generates revenue primarily through transactional sales of automotive components and software products to vehicle manufacturers and related industries.

Products & services
Active safety systems
User experience and smart vehicle compute platforms
Engineered components
Electrical distribution systems
Connection systems
Customers & end markets
Automotive manufacturers
Industrial and other related industries
Market position

Aptiv is a leading supplier in automotive technology and components with a broad global footprint.

Demand drivers
High cyclicality

The company’s performance is closely tied to automotive industry production cycles and consumer vehicle demand.