EarningsQ2 2026 Earnings Report
MX:APTVN Q2 2026 EPS Results
Actual EPS$27.95
Consensus EPS$24.43
Beat/MissBeat by +$3.51
One Year Ago EPS$30.79
MX:APTVN Q2 2026 Revenue Results
Actual Revenue$56.13B
Expected Revenue$56.82B
Beat/MissMissed by -$690.06M
YoY Revenue Growth-37.14%
Earnings Announcement Details
QuarterQ2 2026
Date08/04/2026
TimeBefore Open
Conference CallTuesday, August 4, 2026
MX:APTVN Upcoming Earnings
Aptiv's next earnings date is estimated for October 29, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
MX:APTVN Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: solid strategic progress and strong traction in non-automotive markets (12% non-auto growth, large bookings, new product awards, and significant share repurchases) underline long-term opportunity, while near-term headwinds—principally China domestic market weakness, delayed launches, stranded costs from the spin, and a $300M revenue guide reduction—have pressured guidance and short-term margins. Management emphasized increased conservatism in planning and expects a Q3 soft patch followed by a Q4 rebound.Company Guidance
Quarterly Revenue and Growth
Q2 revenue of $3.3 billion, adjusted year-over-year growth of 2%, slightly shy of guidance midpoint.
Adjusted EBITDA and Margin Expansion
Adjusted EBITDA of $613 million with a consolidated adjusted EBITDA margin expansion of 10 basis points versus prior year.
Earnings Per Share Improvement
Reported EPS of $1.63, up $0.12 versus the new Aptiv pro forma Q2 2025, aided by higher operating income and share repurchases.
Strong Non-Automotive Momentum
Non-automotive revenues grew 12% in the quarter; company expects robotics and drone annual revenues of about $300 million over the next few years.
Region and Segment Wins
North America revenue up 10%; Asia Pacific revenue up 6% (China +5%). Engineered Components revenue $1.8 billion (+3%); Intelligent Systems revenue $1.5 billion (flat).
Large New Business Awards and Bookings
Secured ~$5 billion of new business awards in Q2 and $10 billion year-to-date, on track for a $20 billion full-year target; notable awards include Gen 8 radar from Volvo Cars and multiple ADAS/full-stack wins.
Strategic Partnerships and Product Innovations
Expanded partnerships with NVIDIA and Kyndryl; launched products including next-gen digital cockpit, AI/ML-based occupant detection, and high-voltage interconnects for 800V architectures.
Capital Allocation and Share Repurchases
Repurchased $250 million of shares in Q2 (YTD $325M) with plans for an additional ~$300 million in H2 to bring full-year repurchases to over $600 million; intent to return ~50% of free cash flow to buybacks over coming years.
MX:APTVN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed