Aptiv PLC (APTV) Earnings Call Transcripts
Aptiv PLC's Latest Earnings Call - June 10, 2026
In the second quarter of fiscal year 2026, Aptiv PLC reported revenue of $3.1 billion, exceeding expectations of $2.9 billion, reflecting a 9% year-over-year growth. Earnings per share (EPS) came in at $0.75, beating the consensus estimate by $0.10. Management maintained its full-year guidance, projecting revenue growth of 6% to 7% in the second half, driven by strong demand in non-automotive sectors and successful product launches. The company remains optimistic about its strategic positioning post-spin-off, particularly in automation and electrification markets, which are expected to drive future growth.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $3.1B (beat) |
| EPS | $0.75 (beat) |
| Non-Automotive Revenue Growth | High single digits (positive) |
| Guidance for 2H 2026 Revenue Growth | 6% to 7% (inline) |
| Data Center Market Position | 19 of the top 20 800-volt platforms (positive) |
| Supply Chain Visibility | 7-8 levels down (positive) |
Guidance from management
Management maintained its revenue growth guidance of 6% to 7% for the second half of 2026, emphasizing strong demand in non-automotive sectors and successful product launches.
What management said
Yes. So about -- yes, 24%, 25% is nonautomotive. 10 points of that is commercial vehicle. The balance is in the A&D and telecom, datacom space. That nonautomotive sector is growing high single digits. So it's a faster-growing area at this point in time. And as I mentioned, Colin, we feel like we're well positioned to take real advantage of the trend in those markets.
I think the only other final piece, actually, Kevin, that you kind of remind me is from a year ago, where the overall trade policy elements were still being worked out. So from a year ago in the second quarter with the tariffs being announced in the first quarter a year ago, there was some level of conservatism, I'd say, just to kind of see as to how things would settle out. We don't have that conservatism built in a...
What analysts pressed on
Analysts expressed concerns about potential risks from macroeconomic factors affecting vehicle production and the competitive landscape in the user experience segment. There were questions regarding how Aptiv plans to navigate these challenges while maintaining growth in its core automotive business.
Main topics on the call
- Revenue Growth in Non-Automotive Sectors — Aptiv's non-automotive revenue is growing at a high single-digit rate, contributing significantly to overall growth. Management stated, "24% to 25% is nonautomotive, with 10 points of that being commercial vehicle," indi...
- Partnerships and Technological Advancements — Aptiv announced a partnership with NVIDIA to develop Edge AI solutions, which is expected to drive revenue. CEO Kevin Clark noted, "The partnership is really about how do we take our software stack, how do we put it on t...
- Guidance and Market Outlook — Management maintained its guidance for 2026, anticipating a revenue growth of 6% to 7% in the second half, supported by strong vehicle production trends and customer program anniversaries. CFO Varun Laroyia emphasized, "...
- Challenges in the Automotive Market — Management acknowledged potential risks from macroeconomic factors affecting vehicle production, particularly due to geopolitical tensions. Clark mentioned, "We're watching the market closely, just given the dynamics aga...
Read the full Aptiv PLC transcript (June 10, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Aptiv PLC
Aptiv PLC (APTV) is a publicly listed company in the Automobile Components industry, within the Consumer Discretionary sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 103 calls on record spanning January 7, 2020 to June 10, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 103 Aptiv PLC earnings call transcripts on record, spanning January 7, 2020 to June 10, 2026. Based on this history, Aptiv PLC reports quarterly. The most recent call on file is dated June 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- APTV
- Exchange
- NYSE
- Country
- US
- Sector
- Consumer Discretionary
- Industry
- Automobile Components
- Calls on record
- 103
- First call
- January 7, 2020
- Most recent
- June 10, 2026
- Reporting cadence
- quarterly