Abstract

Aptiv PLC will release its Q4 fiscal results on February 02, 2026 Pre-Market, with investors watching revenue near $5.10 billion, margins stabilization, and adjusted EPS trends amid resilient demand and disciplined cost control.

Market Forecast

Consensus and company-provided forecast data indicate Aptiv PLC’s current quarter revenue estimate at $5.10 billion, with expected EBIT of $617.23 million and adjusted EPS of $1.85; year-over-year changes are forecast at revenue growth of 4.13%, EBIT growth of 1.79%, and adjusted EPS growth of 12.27%. The market projects gross profit margin to be broadly stable compared with the prior quarter’s actual 19.53%, while net profit and net margin are expected to normalize from the last quarter’s reported net margin of -6.81% and net loss attributable to the parent of $355.00 million; adjusted EPS is projected to rise by 12.27% year over year to $1.85. Aptiv PLC’s main business remains weighted toward vehicle power and signal architecture, component systems, and advanced safety and user experience solutions; the outlook highlights steady demand from automakers and a modest recovery in electronics mix. The most promising segment appears to be advanced safety and user experience as OEM programs ramp, with recent quarter revenue of $1.44 billion and a constructive pipeline pointing to supportive year-over-year momentum.

Last Quarter Review

Aptiv PLC’s last quarter delivered revenue of $5.21 billion, a gross profit margin of 19.53%, a net loss attributable to the parent of $355.00 million, a net profit margin of -6.81%, and adjusted EPS of $2.17, with revenue up 7.38% year over year and adjusted EPS up 18.58% year over year. A notable highlight was adjusted EBIT of $654.00 million, which exceeded estimates and reflected solid operating execution despite headwinds. Main business performance showed vehicle distribution systems revenue of $2.29 billion, engineered components revenue of $1.71 billion, and advanced safety and user experience revenue of $1.44 billion, signaling balanced contributions across the portfolio with continued investment in software-enabling content.

Current Quarter Outlook

Vehicle Power and Signal Architecture

Vehicle power and signal architecture, reflected in distribution systems revenue of $2.29 billion last quarter, is positioned to benefit from content per vehicle growth as automakers deliver more electrified and software-defined platforms. Volume stability from North American and European OEMs should underpin sequential performance even if production schedules show mixed trends. Pricing discipline and design wins on next-generation platforms are likely to support revenue resilience, while material cost pass-throughs may limit margin volatility. Near-term risks include any temporary platform launch delays or regional production interruptions, though the diversified customer base and program visibility mitigate abrupt swings.

Advanced Safety and User Experience

Advanced safety and user experience, with last quarter revenue of $1.44 billion, is set up to be the strongest relative growth driver this quarter as ADAS content and domain controllers scale with OEM deployments. Software and compute integration contracts that ramp in late-cycle model years can lift mix, supporting adjusted EPS expansion even if hardware margins remain competitive. The business stands to gain from higher attach rates of cameras, radar, and centralized compute, translating into favorable year-over-year comparisons embedded in the $1.85 adjusted EPS forecast. Supply-chain normalization compared with prior years should help delivery timeliness and reduce expedite costs, while continued R&D prioritization may weigh on near-term segment margins but enable medium-term accretive growth.

Engineered Components and Systems

Engineered components generated $1.71 billion last quarter and should provide dependable cash generation and margin consistency this quarter. Content increases tied to electrification, thermal management, and connection systems can offset moderate production swings at key OEMs. Efficiency programs visible in prior-quarter EBIT outperformance suggest operating leverage from factory throughput and footprint optimization. However, component cost inflation and currency effects can constrain gross margin expansion, making execution on cost control and mix improvement essential to support the forecast 1.79% EBIT growth to $617.23 million.

Key Stock Price Drivers This Quarter

Investors will focus on adjusted EPS relative to the $1.85 estimate and the path toward margin normalization after the prior quarter’s net loss. Commentary on ADAS program ramps, software monetization, and order intake will shape views on the sustainability of mid-single-digit revenue growth. Free cash flow conversion and working capital management will be scrutinized as the company balances capital allocation with strategic investments; beats on cash metrics could reinforce the cautiously bullish stance implied by institutional previews.

Analyst Opinions

Analyst and institutional previews collected over recent weeks skew cautiously bullish, with the majority expecting Aptiv PLC to deliver in-line to modestly better adjusted EPS and stable margins. Well-followed sell-side desks point to improving ADAS mix and resilient architecture content as supports for the $1.85 adjusted EPS estimate and a roughly $5.10 billion revenue print. The prevailing view emphasizes execution on program ramps and cost control as catalysts for slight upside to EBIT, while acknowledging that any non-operational items affecting GAAP net income could temper headline optics. Within this majority perspective, the near-term investment narrative favors adjusted results and cash generation over pure GAAP metrics, consistent with the company’s historical focus on operational performance and disciplined growth.