Upside case
Bull case
$244+283.6%
APTV would need investors to value it at roughly 40x earnings — about 29x more generous than today's 10x forward P/E. That requires meaningful multiple expansion on top of continued earnings growth.
Analysis OverviewBuyUpdated Jun 18, 2026
Aptiv PLC (APTV) Stock Analysis
Wall Street verdict, consensus price target, and analyst rating breakdown — everything needed to frame the risk/reward at today's price.
Analyst consensus
Buy
Covering
33
analysts
20 bullish · 0 bearish · 33 covering APTV
Strong Buy
0
Buy
20
Hold
13
Sell
0
Strong Sell
0
Consensus Target
$89
+39.2% vs today
Scenario Range
$117 – $244
Model bear to bull value window
Coverage
33
Published analyst ratings
Valuation Context
10.3x
Forward P/E · Market cap $13.5B
APTV price targets
Three scenarios for where APTV stock could go
Current
~$64
Confidence
47 / 100
Updated
Jun 18, 2026
Where we are now
Current · $64
Bear
$117
Base
$185
Bull
$244
Market caseClosest to today
Base case
$185+191.1%
At 30x on FY1 earnings, the base case reflects a reasonable but not stretched valuation. It prices in continued growth without assuming an exceptional setup.
Stress case
Bear case
$117+83.4%
The bear case assumes sentiment or fundamentals disappoint enough to push APTV down roughly 83% from the current price.
Not financial advice. Model confidence reflects internal scenario assumptions, not a guarantee of returns. Past performance does not predict future results.
Aptiv PLC
APTV · NYSEConsumer CyclicalAuto - PartsDecember year-end
Aptiv is a global automotive technology company that designs and manufactures vehicle components, particularly electrical architecture and advanced safety systems. It generates revenue primarily through two segments: Signal and Power Solutions (roughly 60% of sales) for electrical components, and Advanced Safety and User Experience (roughly 40%) for autonomous driving and connectivity technologies. The company's competitive advantage lies in its deep integration with major automakers and extensive intellectual property portfolio in vehicle electrification and autonomous systems.
Market Cap
$13.5B
Revenue TTM
$20.7B
Net Income TTM
$365M
Net Margin
1.8%
APTV Revenue and Earnings Performance
Quarterly beat-or-miss track record against analyst estimates, plus forward revenue and EPS outlook for the next two fiscal years.
EPS Beat Rate
100%Exceptional
12 quarters tracked
Revenue Beat Rate
67%Exceptional
vs consensus estimates
Avg EPS Surprise
+11.0%
above Street consensus
Beat / Miss Record
BeatMissLeft = EPS · Right = Revenue
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Last 4 Quarters
EPS beats: 4 of 4Q3 2025
EPS
$2.12/$1.79
Revenue
$5.2B/$5.0B
Q4 2025
EPS
$2.17/$1.81
Revenue
$5.2B/$5.1B
Q1 2026
EPS
$1.86/$1.82
Revenue
$5.2B/$5.1B
Q2 2026
EPS
$1.71/$1.62
Revenue
$5.1B/$5.0B
| Quarter | EPS (Actual / Est) | EPS Surprise | Revenue (Actual / Est) | Rev Surprise |
|---|---|---|---|---|
| Q3 2025 | $2.12/$1.79 | +18.4% | $5.2B/$5.0B | +4.5% |
| Q4 2025 | $2.17/$1.81 | +19.9% | $5.2B/$5.1B | +2.1% |
| Q1 2026 | $1.86/$1.82 | +2.2% | $5.2B/$5.1B | +0.9% |
| Q2 2026 | $1.71/$1.62 | +5.6% | $5.1B/$5.0B | +1.1% |
FY1–FY2 Estimates
Revenue Outlook
FY1
$21.2B
+2.5% YoY
FY2
$21.4B
+1.1% YoY
EPS Outlook
FY1
$3.52
+106.0% YoY
FY2
$4.12
+17.2% YoY
Trailing FCF (TTM)$1.1B
FCF Margin: 5.3%
Next Earnings
July 30, 2026
Expected EPS
$1.41
Expected Revenue
$3.3B
APTV beat EPS estimates in 4 of 4 tracked quarters. A perfect track record raises the bar for the upcoming report.
APTV Revenue Breakdown by Segment
Product and geographic revenue mix from the latest annual disclosure, with year-over-year growth by segment.
Latest disclosure
FY 2025
Total disclosed revenue $21.3B
Product Mix
Latest annual revenue by segment or product family
Electrical Distribution Systems
41.5%
YoY unavailable
Tap, hover, or focus a slice to inspect segment detail.
Geographic Mix
Latest annual revenue by reported region
UNITED STATES
33.4%
+6.2% YoY
Tap, hover, or focus a slice to inspect segment detail.
Electrical Distribution Systems is the largest disclosed segment at 41.5% of FY 2025 revenue, with no year-over-year comparison yet.
UNITED STATES is the largest reported region at 33.4%, up 6.2% YoY.
APTV Valuation Snapshot
Current multiples compared to the S&P 500, the company's sector, and its own five-year average.
Relative Value Signal
Slightly expensive versus peers
Fair value est. $56 — implies -12.8% from today's price.
Premium to Fair Value
12.8%
above fair value
Deep DiscountFair ValueVery Expensive
vs S&P 500 Trailing P/E
APTV
84.9x
vs
S&P 500
24.4x
+247% premium
vs Consumer Cyclical Trailing P/E
APTV
84.9x
vs
Consumer Cyclical
21.2x
+301% premium
vs APTV 5Y Avg P/E
Today
84.9x
vs
5Y Average
50.3x
+69% premium
Forward PE
10.3x
S&P 500
18.8x
-45%
Consumer Cyclical
16.3x
-37%
5Y Avg
—
—
Trailing PE
84.9x
S&P 500
24.4x
+247%
Consumer Cyclical
21.2x
+301%
5Y Avg
50.3x
+69%
PEG Ratio
—
S&P 500
1.66x
—
Consumer Cyclical
0.92x
—
5Y Avg
—
—
EV/EBITDA
9.1x
S&P 500
15.2x
-40%
Consumer Cyclical
12.2x
-26%
5Y Avg
13.4x
-32%
Price/FCF
8.8x
S&P 500
20.7x
-57%
Consumer Cyclical
15.6x
-43%
5Y Avg
35.9x
-75%
Price/Sales
0.7x
S&P 500
3.1x
-79%
Consumer Cyclical
0.7x
-5%
5Y Avg
1.4x
-54%
Dividend Yield
—
S&P 500
1.91%
—
Consumer Cyclical
2.17%
—
5Y Avg
0.17%
—
| Metric | APTV | S&P 500 | Consumer Cyclical | 5Y Avg APTV |
|---|---|---|---|---|
| Forward PE | 10.3x | 18.8x-45% | 16.3x-37% | — |
| Trailing PE | 84.9x | 24.4x+247% | 21.2x+301% | 50.3x+69% |
| PEG Ratio | — | 1.66x | 0.92x | — |
| EV/EBITDA | 9.1x | 15.2x-40% | 12.2x-26% | 13.4x-32% |
| Price/FCF | 8.8x | 20.7x-57% | 15.6x-43% | 35.9x-75% |
| Price/Sales | 0.7x | 3.1x-79% | 0.7x | 1.4x-54% |
| Dividend Yield | — | 1.91% | 2.17% | 0.17% |
APTV trades above S&P 500 benchmarks on 1 of 5 measured multiples — appears modestly priced relative to the S&P 500 on most measures.
Forward P/E and PEG reflect analyst consensus estimates. Historical averages use trailing ratios where forward data is unavailable.S&P 500 and sector benchmarks both use trailing median P/E — similar readings indicate the broader index and sector are priced alike.
Open valuation toolAPTV Financial Health
Verdict
Strong
APTV returns 2.9% of market cap to shareholders annually.
Cash Engine
Revenue, margins, and cash generation
Revenue (TTM)
Trailing-twelve-month sales base
$20.7B
Revenue Growth
TTM vs prior year
+5.2%
Gross Margin
Gross profit as a share of revenue
19.1%
Operating Margin
Operating income divided by revenue
5.2%
Net Margin
Net income divided by revenue
1.8%
EPS (TTM)
Diluted earnings per share, trailing twelve months
$1.71
Free Cash Flow (TTM)
Cash generation after capex
$1.1B
FCF Margin
FCF as share of revenue — the primary cash quality signal
5.3%
Capital Quality
ROIC, leverage, and debt serviceability
ROIC
Return on invested capital — primary competitive quality signal
5.5%
ROA
Return on assets, trailing twelve months
1.7%
Cash & Equivalents
Liquid assets on the balance sheet
$1.9B
Net Debt
Total debt minus cash
$6.2B
Debt Serviceability
Net debt as a multiple of annual free cash flow
5.7× FCF
~5.7 years to full repayment at current FCF run-rate
ROE
Return on equity, trailing twelve months
3.8%
Shareholder Returns
How capital is returned to owners
Total shareholder yield
2.9%
Dividend
—
Buyback
2.9%
Share Repurchases
Trailing buyback outflow — dollar magnitude of capital returned
$397M
Dividend / Share
Annualized trailing dividend per share
—
Payout Ratio
Share of earnings distributed as dividends
—
Shares Outstanding
Declining as buybacks retire shares
212M
All figures from the trailing twelve months. ROIC uses invested capital (equity + net debt).
Open full ratios pageAPTV Stock Risk Factors
Key factors that could pressure the stock price, compress the multiple, or weigh on future results.
AI analysis · updated June 18, 2026
High Risk
Competitive Positioning
Aptiv operates in the highly competitive Auto Parts sector, where analysts consider competitive positioning a key factor in setting price targets.
Medium
Sector Outlook
The Consumer Discretionary sector outlook impacts Aptiv's performance, with analysts weighing revenue growth trends and profit margins.
High Risk
Valuation Risk
Stock price predictions and analyst targets suggest potential volatility, with AI-based forecasts indicating uncertainty in future valuations.
Medium
Technological Disruption
Aptiv's focus on advanced automotive technologies exposes it to risks from rapid technological changes and innovation in the mobility sector.
Lower
Regulatory Environment
As a global technology company, Aptiv faces regulatory risks in different markets, though its diversified operations may mitigate some impact.
Medium
Revenue Growth Uncertainty
Analysts highlight revenue growth trends as a key consideration, with potential fluctuations impacting investor confidence.
These are risk mechanisms, not predictions. The key question is which would force a cut to earnings estimates or a lower multiple than the market currently prices in.
Why APTV Stock Could Outperform
Structural drivers behind the upside case and why the stock could outperform over the next 12 months.
AI analysis · updated June 18, 2026
Strong market position
Aptiv has a robust position in both traditional and EV markets, supported by strong new business bookings and potential shareholder returns.
Advanced automotive technologies
Aptiv delivers cost-effective, advanced technologies that meet OEM needs for safe, sustainable, and connected mobility solutions.
Collaboration with NVIDIA
Aptiv's expanded collaboration with NVIDIA to evolve Jetson platforms into production-ready edge AI solutions enhances its technological capabilities.
Disciplined capital allocation
Aptiv demonstrates disciplined capital allocation, evidenced by the recent spin-off of Versigent and a $1.45B tender offer funded by the Versigent dividend.
Innovation in mobility
Aptiv focuses on developing safer, greener, and more connected solutions, positioning it as a leader in the future of mobility.
Revenue and margin growth
Despite modest revenue growth, Aptiv's EBITDA margin guidance suggests potential for profitability improvements.
A real bull case compounds — each driver matters most when it strengthens margins, supports capital returns, and keeps the company above the market's minimum growth bar simultaneously.
APTV Stock Price Performance
52-week range context and price returns across multiple time horizons. Dividend contribution is shown separately in the Capital Return section.
Current Price
$63.68
52W Range Position
32%
52-Week Range
Current price plotted between the 52-week low and high.
52-Week Low
$51.68
+23.2% from the low
52-Week High
$88.93
-28.4% from the high
1 Month
+20.13%
3 Month
-9.20%
YTD
-18.8%
1 Year
-5.9%
3Y CAGR
-14.0%
5Y CAGR
-15.4%
10Y CAGR
+1.4%
Range context matters because valuation compression and earnings misses rarely hit from the same starting point. A stock already far below its high can still fall, but it is no longer carrying the same embedded optimism as one pressing a fresh peak.
APTV vs Peers
Valuation, growth, and margin comparison against the closest publicly traded peers for this company.
Peer Set
Accurate peer set
Forward PE
10.3x
vs 12.1x median
-15% below peer median
Revenue Growth
+2.5%
vs -0.9% median
+367% above peer median
Net Margin
1.8%
vs 2.4% median
-26% below peer median
| Company | Mkt Cap | Fwd PE | Rev Grw | Margin | Rating | Upside |
|---|---|---|---|---|---|---|
APT APTV Aptiv PLC | $13.5B | 10.3x | +2.5% | 1.8% | Buy | +39.2% |
LEA LEA Lear Corporation | $7.1B | 9.4x | +3.4% | 2.2% | Hold | -3.5% |
BWA BWA BorgWarner Inc. | $14.8B | 13.8x | +3.5% | 2.5% | Buy | +7.3% |
VC VC Visteon Corporation | $3.1B | 13.3x | -1.3% | 5.3% | Buy | +6.3% |
DAN DAN Dana Incorporated | $3.9B | 12.1x | -1.5% | — | Buy | +26.1% |
ADN ADNT Adient plc | $1.6B | 9.8x | -0.9% | 0.4% | Hold | +38.2% |
This peer comparison reflects companies with similar business models, product lines, or market positioning, supplemented by industry grouping when direct matches are limited.
APTV Dividend and Capital Return
APTV returns 2.9% annually — null% through dividends and 2.9% through buybacks.
Dividend UnknownFCF Unknown
Total Shareholder Yield
2.9%
Dividend + buyback return per year
Buyback Yield
2.9%
Dividend Yield
—
Payout Ratio
—
Dividend Profile
Yield, cadence, and growth quality
Dividend / Share
Trailing annualized cash dividend
$0.00
Growth Streak
Consecutive years of dividend increases
0Y
3Y Div CAGR
-3.2%
5Y Div CAGR
1.0%
Ex-Dividend Date
—
Payment Cadence
Annual
0 payments over the last 12 months
Buyback Engine
How much per-share support comes from repurchases
Repurchases (TTM)
Cash used for buybacks in the latest trailing period
$397M
Estimated Shares Retired
6M
Approx. Share Reduction
2.9%
Shares Outstanding
Current diluted share count from the screening snapshot
212M
At 2.9%/year, buybacks mechanically lift EPS even with flat earnings — each remaining share represents a slightly larger piece of the company.
| Year | Div / Share | YoY Grw | BB Yield | Total Yield |
|---|---|---|---|---|
| 2020 | $0.22 | -75.0% | 0.2% | 0.3% |
| 2019 | $0.88 | 0.0% | 1.7% | 2.6% |
| 2018 | $0.88 | -9.4% | 3.1% | 4.5% |
| 2017 | $0.97 | 0.0% | 1.7% | 3.0% |
| 2016 | $0.97 | +16.0% | 4.3% | 6.5% |
FAQ
7 questionsAPTV Investor Questions
Common questions answered from live analyst data and company financials.
01Is Aptiv PLC (APTV) stock a buy or sell in 2026?
Aptiv PLC (APTV) is rated Buy by Wall Street analysts as of 2026. Of 33 analysts covering the stock, 20 rate it Buy or Strong Buy, 13 rate it Hold, and 0 rate it Sell or Strong Sell. The consensus 12-month price target is $89, implying +39.2% from the current price of $64. The bear case scenario is $117 and the bull case is $244.
02What is the APTV stock price target for 2026?
The Wall Street consensus price target for APTV is $89 based on 33 analyst estimates. The high-end target is $110 (+72.7% from today), and the low-end target is $71 (+11.5%). The base case model target is $185.
03Is Aptiv PLC (APTV) stock overvalued in 2026?
APTV trades at 10.3x times forward earnings. The stock trades at a notable premium to the broad market, which is typical for businesses with strong free cash flow and above-average growth expectations. Based on current multiples versus the peer group, the relative model signals slightly expensive versus peers. Whether the stock is over or undervalued ultimately depends on whether consensus earnings estimates are achievable.
04What are the main risks for Aptiv PLC (APTV) stock in 2026?
The primary risks for APTV in 2026 are: (1) Competitive Positioning — Aptiv operates in the highly competitive Auto Parts sector, where analysts consider competitive positioning a key factor in setting price targets. (2) Valuation Risk — Stock price predictions and analyst targets suggest potential volatility, with AI-based forecasts indicating uncertainty in future valuations. (3) Sector Outlook — The Consumer Discretionary sector outlook impacts Aptiv's performance, with analysts weighing revenue growth trends and profit margins. Each factor has the potential to pressure earnings or compress the stock's valuation multiple.
05What is Aptiv PLC's revenue and earnings forecast?
Analyst consensus estimates APTV will report consensus revenue of $21.2B (+2.5% year-over-year) and EPS of $3.52 (+106.0% year-over-year) for the upcoming fiscal year. The following year, analysts project $21.4B in revenue.
06When does Aptiv PLC (APTV) report its next earnings?
Aptiv PLC is expected to report its next earnings on approximately 2026-07-30. Consensus expects EPS of $1.41 and revenue of $3.3B. Over recent quarters, APTV has beaten EPS estimates 100% of the time.
07How much free cash flow does Aptiv PLC generate?
Aptiv PLC (APTV) generated $1.1B in free cash flow over the trailing twelve months — a free cash flow margin of 5.3%. APTV returns capital to shareholders through and share repurchases ($397M TTM).