Overview
Aptiv Q3 2025 revenue grows 7% yr/yr to $5.2 bln, a record high
Adjusted EPS for Q3 2025 at $2.17, despite GAAP net loss due to impairment
Company raises full-year 2025 guidance, reflecting strong Q3 performance
Outlook
Aptiv sees Q4 net sales between $4.905 bln and $5.205 bln
Aptiv expects full-year net sales of $20.150 bln to $20.450 bln
Aptiv anticipates Q4 adjusted EBITDA between $740 mln and $840 mln
Result Drivers
REGIONAL GROWTH - Revenue growth driven by 14% increase in North America and 16% in South America, offset by a 3% decline in Europe
COST REDUCTION - Improved operating performance attributed to cost reduction initiatives, offsetting commodity and FX impacts
GOODWILL IMPAIRMENT - $648 mln non-cash goodwill impairment charge from Wind River acquisition due to slower growth expectations
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
$5.20 bln
Q3 Adjusted EPS
$2.17
Q3 EPS
-$1.63
Q3 Net Income
-$355 mln
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 16 "strong buy" or "buy", 4 "hold" and 2 "sell" or "strong sell"
The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 9 three months ago
Press Release: ID:nBw8vC4VZa
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(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.)