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Aptiv (APTV) investor relations material
Aptiv Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Achieved record Q3 2025 revenue of $5.2B, up 7% year-over-year, with adjusted operating income and EPS at new highs, driven by strong execution, robust product portfolio, and capital allocation.
Bookings reached $8.4B in Q3, with YTD new business bookings at $19B and a full-year target of $31B, supported by strong momentum in China and software.
Double-digit growth in non-automotive markets, with non-auto revenues approaching $3B and Wind River up over 20%.
Progressing with the planned separation of the Electrical Distribution Systems (EDS) business by Q1 2026, incurring $100M in related costs YTD.
$648M non-cash goodwill impairment charge for Wind River due to slower 5G and software-defined vehicle adoption.
Financial highlights
Q3 2025 revenue: $5.2B (+7% YoY, 6% adjusted); adjusted operating income $654M (12.5% margin, +10% YoY); adjusted EPS $2.17 (+19% YoY).
Q3 GAAP net loss of $352M–$355M due to $648M goodwill impairment; adjusted net income $471M (+4.9% YoY).
Q3 adjusted EBITDA: $851M (16.3% margin, +9% YoY); operating cash flow: $584M; capital expenditures: $143M.
Cash and equivalents at Q3 end: $1.6B; total liquidity: $4.2B.
Share repurchases: 1.2M shares for $96M in Q3; $3.2B repurchased and $1.2B debt retired since Q3 2024.
Outlook and guidance
Raised full-year 2025 guidance: revenue $20.15B–$20.45B (+2% YoY adjusted), adjusted EPS $7.55–$7.85, operating income $2.4B–$2.5B.
Q4 2025 guidance: revenue $4.91B–$5.21B, adjusted EPS $1.60–$1.90, operating income $545M–$645M.
2026 revenue growth expected to accelerate, driven by new automotive launches and double-digit non-auto market growth.
Guidance incorporates conservatism for supply chain disruptions, trade tensions, and semiconductor issues; recent U.S. tariffs included, but further trade actions excluded.
Ongoing restructuring and separation costs expected through EDS spin-off completion.
Why is China revenue growth lagging production?
Reason for $648M goodwill impairment?
How will EDS separation impact capital allocation?
EDS spin-off value creation?
AS&UX segment performance improvement?
Ongoing tax impact of OECD Pillar Two?
Quantify Q4 revenue impact from trade tensions.
Non-auto growth: What's the long-term vision?
SVA: Update on bookings and revenue trajectory.
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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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