Aptiv PLC (APTV)

Aptiv's stock (APTV) has experienced significant movement in the past six months. As of October 3, 2025, the stock was up 10.49% over the past 30 days and 27.56% over the past 12 months. However, APTV's stock plummeted by 36% year-to-date in 2024, significantly underperforming the S&P 500 and other transportation stocks. Shares of Aptiv soared 5.4% after its Q2 earnings release, where the company reported a 3.1% year-over-year increase in revenue to $5.21 billion and adjusted EPS grew by 26.4% to $2.12. The Q3 results proved to be another negative factor, with the stock plummeting by another 16% since that event. Several analysts have adjusted their ratings and price targets for APTV, with some raising their targets and upgrading the company, while others downgraded Aptiv.

The demand for Aptiv's products and services is closely tied to the automotive industry, making it susceptible to market volatility and fluctuations in vehicle production and sales. Key trends influencing demand include the increasing market for high-voltage electrification, rising demand for Advanced Driver-Assistance Systems (ADAS) and autonomous driving, global supply chain challenges, uncertainty in auto production, and the evolving trend towards on-demand services like car- and ride-sharing.

Aptiv Plc is a global technology company focused on designing, developing, and manufacturing advanced vehicle components and systems for the automotive and commercial vehicle markets. Originally founded as Delphi Automotive in 1994, it rebranded to Aptiv in 2017 to emphasize its focus on innovation and smart mobility solutions, operating within the automotive technology sector, particularly in electrification, connectivity, and autonomous driving. Aptiv's business model integrates hardware and software solutions to create comprehensive systems for the automotive industry, operating through two primary segments: Signal and Power Solutions, which provides electrical distribution systems, and Advanced Safety and User Experience, which develops technologies enhancing vehicle safety, automation, and user interaction. Major products include software and hardware foundations for vehicle features like sensing and perception systems, electronic control units, and vehicle connectivity systems. The company is also advancing autonomous driving technologies through partnerships and acquisitions, enhancing its capabilities in sensor development, AI, and machine learning.

Aptiv has a global presence, operating in over 44 countries with more than 190,000 employees. It serves original equipment manufacturers (OEMs) in the automotive and commercial vehicle sectors across North America, Asia Pacific, Africa, the Middle East, and Europe. Its global network includes 124 manufacturing facilities and 12 major technical centers. Headquartered in Dublin, Ireland, Aptiv relocated from the United Kingdom to Ireland in 2018 and reportedly moved to Schaffhausen, Switzerland, in early 2025 for tax reasons.

Aptiv has maintained a strong brand reputation for ethical business practices and was named one of the World's Most Ethical Companies by Ethisphere for the 13th consecutive year in March 2025. This recognition highlights the company's commitment to business integrity through its ethics, compliance, and governance programs.

Aptiv Plc's ownership structure is primarily institutional, with approximately 96.34% of the company's stock held by institutional shareholders, including Vanguard Group Inc. and BlackRock, Inc. Individual ownership includes Aptiv insiders, who hold 22.87% of the stock, with Elliott International LP being the largest individual shareholder. Retail investors hold a smaller portion, approximately 20.55%.