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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.
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Barclays 43rd Annual Industrial Select Conference summary18 Feb, 2026

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.

Non-auto competitive edge & market selection?
How will new APAC OEM wins impact future growth?
Memory cost mitigation strategy for 2027+?
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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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