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Aptiv (APTV) investor relations material
Aptiv Barclays 43rd Annual Industrial Select Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Portfolio transition and strategic focus
Spinning off the EDS business into Versigent to sharpen focus on intelligent systems and interconnects.
New Aptiv will emphasize software stack, advanced compute, and sensor suite for automotive and non-automotive markets.
25% of revenues already come from non-automotive sectors, with strong positions in aerospace, defense, industrial, telecom, and datacom.
The new structure aims for higher growth, margins, and cash generation, enabling investment and shareholder returns.
Growth drivers and market expansion
Bookings of $25–$30 billion over the past 3–5 years underpin confidence in future growth.
Program cancellations in China and legacy UX headwinds will abate in 2026, supporting improved growth.
Significant progress with China domestic and non-China APAC OEMs, especially in Japan, Korea, and India.
Non-automotive bookings at $4 billion annually, with industrial revenues growing 8–10%.
Commercial vehicle growth driven by delivery vans; industrial segment is the fastest-growing non-auto area.
Competitive positioning and product application
Existing presence in A&D, robotics, and drones through Wind River and Winchester portfolios.
Automotive technology and scale provide cost and quality advantages in new markets.
Validation for non-auto applications is less stringent, enabling faster adaptation and market entry.
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