APTV Earnings
Thursday, Apr 30 2026
EPS Estimate
$1.64
$1.50 – $1.71
Revenue Estimate
$5.0B
Current Price
$60.80
Our Position
bullishAptiv spins off EDS business, posts 25% EPS growth
structured data
est. revisions falling
(-2.8pp / 30d)
The spin-off unlocks two pure-play businesses: Aptiv focused on advanced software and electrical architecture, Versigent specializing in electrical distribution systems. The 25% EPS growth signals operational leverage even as revenue moderates, suggesting the core business is becoming more profitable despite modest organic growth.
Watch: Monitor the Versigent spin-off execution timeline and Aptiv's standalone guidance for organic revenue growth post-separation. EV supply-chain dynamics and tariff exposure remain critical given automotive sector headwinds.
Data Signal Summary
2 bullish
2 bearish
Estimates down -3%
Insider buying cluster
Put/call 0.3 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
-0.1%
P/E Ratio
81.7
Est. Revisions (30d)
-2.8% 0up/4dn
Analyst Target (mean)
$88 $74–$106 +45%
Options P/C Ratio
0.30
Est. Dispersion
34% 19 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
strong Citadel, Bridgewater, Renaissance, Two Sigma, D.E. Shaw
Recent Activity
insider trades
60 transactions
Other
·
CLARK KEVIN P (Chief Executive Officer)
·29,770 shares
Sell
·
LOUISSAINT OBED D (Officer)
·1,500 shares
·$112,500
Other
·
CLARK KEVIN P (Chief Executive Officer)
·83,988 shares
Award
·
BRAZIER ALLAN J (Officer)
·1,437 shares
Award
·
LOUISSAINT OBED D (Officer)
·7,186 shares
55 more
Award
·
CLARK KEVIN P
·31,137 shr
Award
·
MASSARO JOSEPH R
·13,772 shr
Award
·
RAMUNDO KATHERINE HARGROVE
·5,509 shr
Sell
·
RAMUNDO KATHERINE HARGROVE
·5,000 shr
·$425,000
Sell
·
LAROYIA VARUN
·5,000 shr
·$400,250
Buy
·
AGNEVALL HAKAN
·3,700 shr
·$296,918
Other
·
CLARK KEVIN P
·25,320 shr
Award
·
AGNEVALL HAKAN
·955 shr
Sell
·
MAHONEY SEAN O
·7,881 shr
·$603,685
Sell
·
LAROYIA VARUN
·14,500 shr
·$1,129,260
Other
·
MAHONEY SEAN O
·310 shr
Sell
·
RAMUNDO KATHERINE HARGROVE
·13,000 shr
·$1,092,000
Sell
·
BRAZIER ALLAN J
·1,000 shr
·$85,000
Sell
·
BRAZIER ALLAN J
·6,539 shr
·$523,120
Sell
·
LOUISSAINT OBED D
·3,000 shr
·$240,000
Sell
·
MASSARO JOSEPH R
·35,000 shr
·$2,602,600
Sell
·
LOUISSAINT OBED D
·1,500 shr
·$105,000
Sell
·
LOUISSAINT OBED D
·3,000 shr
·$196,980
Award
·
BRAZIER ALLAN J
·16,456 shr
Other
·
MEISTER PAUL M
·19,181 shr
Award
·
PINCZUK ANA G.
·3,377 shr
Award
·
PARRIS COLIN J.
·3,602 shr
Award
·
JAKKAL VASUMATI P.
·4,502 shr
Award
·
JANOW MERIT E
·3,377 shr
Award
·
MEISTER PAUL M
·6,941 shr
Award
·
COOPER NANCY E
·3,715 shr
Award
·
HOOLEY JOSEPH L.
·6,097 shr
Award
·
ORTBERG ROBERT KELLY
·3,377 shr
Award
·
MAHONEY SEAN O
·3,602 shr
Other
·
CLARK KEVIN P
·44,198 shr
Sell
·
LYON BENJAMIN
·14,568 shr
·$954,204
Award
·
BRAZIER ALLAN J
·12,760 shr
Award
·
LIOTINE JOSEPH T
·64,546 shr
Award
·
LAROYIA VARUN
·60,793 shr
Award
·
LYON BENJAMIN
·66,047 shr
Award
·
LOUISSAINT OBED D
·66,047 shr
Award
·
KHAN JAVED A
·67,549 shr
Award
·
CLARK KEVIN P
·217,653 shr
Award
·
MASSARO JOSEPH R
·117,083 shr
Award
·
RAMUNDO KATHERINE HARGROVE
·52,538 shr
Other
·
LAROYIA VARUN
·126,232 shr
Other
·
KHAN JAVED A
·148,669 shr
Other
·
ORTBERG ROBERT KELLY
·2,522 shr
Other
·
MAHONEY SEAN O
·2,690 shr
Buy
·
CLARK KEVIN P
·29,770 shr
·$1,948,563
Other
·
LIOTINE JOSEPH T
·96,869 shr
Sell
·
COOPER NANCY E
·793 shr
·$60,271
Sell
·
PRESLEY WILLIAM T
·7,560 shr
·$629,597
Other
·
PINCZUK ANA G.
·4,202 shr
Other
·
PARRIS COLIN J.
·2,690 shr
Other
·
JAKKAL VASUMATI P.
·3,362 shr
Other
·
JANOW MERIT E
·2,522 shr
Other
·
MEISTER PAUL M
·5,183 shr
Other
·
COOPER NANCY E
·2,774 shr
Other
·
HOOLEY JOSEPH L.
·4,552 shr
analyst ratings
2 ratings
TD Cowen
→Buy
6d ago
BNP Paribas
→Outperform
7d ago
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