• Aptiv PLC recently reported fourth-quarter 2025 results, with sales rising to US$5,153 million while net income fell to US$138 million, alongside guidance for 2026 calling for up to US$21.82 billion in sales and up to US$1.37 billion in net income.
• The company also completed a large share repurchase program, retiring 18.91% of its shares for US$2.92 billion, which could influence earnings per share and capital allocation perceptions.
• We’ll now examine how Aptiv’s weaker quarterly profitability alongside its 2026 earnings outlook affects the previously discussed investment narrative.

Explore 23 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.

Aptiv Investment Narrative Recap

To own Aptiv, you need to believe that demand for vehicle electrification and ADAS can offset macro, cost, and China-related pressures that have recently weighed on margins. The latest quarter’s weaker profitability, alongside 2026 guidance, sharpens attention on execution as a short term catalyst, while the biggest near term risk remains earnings pressure from cost inflation and program timing. This quarter’s results do not fundamentally alter that risk, but they do make it more visible.

The most relevant update here is Aptiv’s completed share repurchase program, which retired 18.91% of its shares for US$2,921.5 million. With 2026 guidance calling for up to US$21,820 million in sales and up to US$1,365 million in net income, the lower share count could have an important effect on reported earnings per share, and may shape how investors weigh execution risks against the potential upside from Aptiv’s core electrification and ADAS catalysts.

Yet against this, investors should also be aware that...

Aptiv's narrative projects $23.3 billion revenue and $1.9 billion earnings by 2028.

Uncover how Aptiv's forecasts yield a $100.81 fair value, a 21% upside to its current price.

Exploring Other Perspectives

Some of the lowest ranked analysts were already cautioning that Aptiv might reach only about US$22,000 million in revenue and US$1,800 million in earnings by 2028, so this latest earnings miss and guidance could push them to double down on concerns about margin pressure and OEM insourcing, while others may still see it as noise in a longer electrification story.

Explore 5 other fair value estimates on Aptiv - why the stock might be worth just $90.41!

Build Your Own Aptiv Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Aptiv research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.
• Our free Aptiv research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Aptiv's overall financial health at a glance.

Ready For A Different Approach?

Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:

• The future of work is here. Discover the 31 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation.
• Capitalize on the AI infrastructure supercycle with our selection of the 34 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow.
• We've uncovered the 16 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.