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Investor Relations14 Oct 2025
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Aptiv (APTV) investor relations material
Aptiv J.P. Morgan Auto Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.J.P. Morgan Auto Conference summary12 Aug, 2025
Key financial and operational performance
Successfully reduced monthly tariff impact from $12M to $4M through internal actions and customer collaboration.
Achieved over 85% recovery on tariff costs with customers, maintaining manageable exposure.
Delivered $115M in business performance improvements in FY25, exceeding initial expectations.
Managed top-line compression of $200M (FX adjusted) while sustaining bottom-line performance.
Demonstrated strong execution and resilience despite volume and regulatory challenges.
Strategic outlook and capital allocation
Capital allocation emphasizes asset reuse and contractual backstops to mitigate EV volume uncertainty.
Conservative approach to new investments, prioritizing existing facilities for EV programs.
High hurdle rates for M&A; current focus is on share buybacks and maintaining dry powder for selective opportunities.
Flexible exposure to China through both consolidated and nonconsolidated JVs, allowing risk management.
Positioned to benefit from onshoring trends in North America due to a heavily US-weighted footprint.
Market and regional dynamics
Shifted China business mix to 70% domestic OEMs in recent wins, targeting 60%+ domestic share in coming years.
European turnaround is a multi-year plan, with restructuring, program roll-offs, and new wins driving margin improvement.
Asia ex-China growth driven by launches with Toyota, Nissan, Ford Thailand, and investments in local operations.
Booked 150,000 of 600,000 onshored units in North America, with more expected as automakers shift production.
Modular assembly approach offers both margin and customer efficiency benefits, supporting competitive positioning.
How will USMCA changes impact Aptiv?
How does Aptiv view EV adoption in the US?
What's Aptiv's strategy for Chinese OEMs?
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Next Aptiv earnings date
Q3 202530 Oct, 2025
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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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