Description

Aptiv PLC’s Next Chapter: Portfolio Realignment, Cost Friction, and the Fight for Margin Stability!

Aptiv PLC closed the year with solid operating execution against a mixed macro and industry backdrop, while also entering a transitional phase driven by the planned separation of its Electrical Distribution Systems business. The quarter reflected steady revenue growth, disciplined cost management, and continued commercial momentum across automotive and nonautomotive markets, balanced against ongoing pressures from foreign exchange, commodities, and incremental investment requirements. Revenue reached $5.2 billion, supported by new program launches and strength in North America, while Europe tracked broadly in line with vehicle production and China remained challenged by unfavorable mix. Adjusted operating income benefited from volume flow-through and internal performance improvements, though these gains were largely offset by significant FX and commodity headwinds. Earnings per share increased year over year, aided by a lower share count and reduced interest expense, highlighting the impact of capital allocation actions.