Aptiv Q1 revenue rises 5%, adjusted EBITDA margin narrows

Aptiv

05/05/2026 11:53

Overview

Global industrial tech firm's Q1 revenue grew 5% yr/yr following EDS spin-off

Adjusted EPS for Q1 rose to $1.71, with adjusted EBITDA margin declining yr/yr

Company repurchased 1 mln shares for $75 mln and redeemed $266 mln of senior notes

Outlook

Aptiv sees Q2 2026 net sales of $3.2 bln to $3.4 bln

Company expects full-year 2026 net sales of $12.8 bln to $13.2 bln

Aptiv forecasts full-year 2026 adjusted net income per share of $5.70 to $6.10

Result Drivers

REGIONAL PERFORMANCE - Revenue growth was led by North America and South America, with Asia Pacific up modestly and EMEA declining, per company

MARGIN PRESSURE - Decline in adjusted EBITDA margin attributed to increased commodity costs and unfavorable foreign currency exchange, partially offset by increased volumes

Company press release: ID:nBwm4Rqta

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
$5.10 bln
Q1 Adjusted EPS
$1.71
Q1 EPS
$0.88
Q1 Net Income
$189 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 22 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 8 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)