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Aptiv (APTV) investor relations material
Aptiv UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary3 Dec, 2025
Current industry environment and guidance
Guidance for Q4 and full year remains on track, with confidence in revenue and earnings projections despite a dynamic environment.
Caution in outlook was deemed appropriate due to ongoing supply chain risks, semiconductor shortages, and external disruptions.
Investments in semiconductor inventory and supplier diversification have helped de-risk operations.
The company expects the current level of industry uncertainty to be the new normal, requiring agility and close supplier/customer collaboration.
Memory shortages are anticipated to be more of a pricing issue than a supply constraint, with significant impact not expected until 2027.
Growth drivers and business outlook
Automotive growth is driven by robust bookings, mid-single-digit growth in Active Safety, and recovery in the UX business post-2026.
Strong performance in China, especially with domestic OEMs, and high single-digit growth in electrification and China market overall.
Non-automotive business targets 8-10% growth, supported by share gains, content growth, and market shifts in aerospace, defense, and telco.
Software revenues, mainly from Wind River, are growing at about 20% annually.
Long-term goal to increase non-automotive revenue mix to 35-40% by 2030, through organic growth and bolt-on acquisitions.
Margin expansion and capital allocation
Margin expansion of 200 basis points from 2025 to 2028 is expected, driven by manufacturing and material cost savings, higher margin non-auto revenue, and SG&A efficiencies.
Stranded costs of $70 million will be eliminated between 2026 and 2027, with guidance to clarify the impact on margins.
M&A strategy focuses on bolt-on acquisitions in interconnect and partnerships in software, with financial discipline and integration ease as key criteria.
Capital allocation balances organic growth, tuck-in acquisitions, and shareholder returns, with RemainCo targeting investment grade metrics.
Aptiv's DRAM price mitigation strategy?
New Aptiv's non-auto growth drivers?
Need for EDS industry consolidation?
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Q4 20255 Feb, 2026
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Frequently asked questions
Aptiv PLC designs, manufactures, and sells advanced vehicle components for the worldwide automotive industry. The company operates through Light Vehicle Power and Propulsion Systems, and Heavy Duty Power segments. The Light Vehicle Power and Propulsion Systems segment offers auto industry customers powertrain products such as engines, transmissions, electronics, components, full drive systems, wheels, tires, air springs, braking solutions, and complete vehicles.
This segment also provides aftermarket products primarily to costumers in China and Europe. The Heavy Duty Power segment serves commercial truck customers in a variety of markets with components and finished goods primarily related to engine blocks. Aptiv PLC was founded in 2011 and is based in Dublin, Ireland.
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