Aptiv PLC (APTV)

In the past six months, Aptiv's stock price has seen some fluctuations and been impacted by various corporate and market events. As of June 27, 2025, the share price was $68.78, representing a 0.50% increase since July 1, 2024, and a 13.01% increase over the past six months. Key events include earnings reports for Q4 2024 and Q1 2025, analyst rating changes from Barclays, UBS, and Guggenheim, a collaboration between ServiceNow and Aptiv to drive intelligent automation, and a reorganization transaction establishing a new publicly-listed Jersey parent company, Aptiv Holdings Limited. Aptiv is expected to release its Second Quarter 2025 financial results around July 31, 2025.

While specific details on demand seasonality are not provided, Aptiv operates in the cyclical automotive industry, where demand for new vehicles can be influenced by economic downturns. Aptiv's focus on high-growth areas like high-voltage electrification, ADAS, and software-defined vehicles suggests strong underlying demand. The market for high-voltage electrification is expected to increase by over 20% annually until 2030, and nearly 20% of new vehicles include Level 2 or higher ADAS. Aptiv's global presence and long-term contracts provide resilience against regional downturns.

Aptiv Plc is a global technology company that designs, engineers, and manufactures advanced electrical and electronic technologies and safety solutions for the automotive and commercial vehicle sectors. The company is a leading tier-1 supplier to the global automotive industry, facilitating the transition to software-defined autonomous vehicles and battery electric vehicles. Aptiv operates within the Consumer Cyclical sector, specifically in the Auto Parts industry. Aptiv's business is structured around two main segments: Signal and Power Solutions, which focuses on vehicle power management and data transfer, and Advanced Safety and User Experience (AS&UX), which is dedicated to transforming driver interactions and enhancing safety. Aptiv's product portfolio also includes software platforms for vehicle connectivity, electric vehicle components, high-voltage battery management systems, electric powertrain control modules, and predictive maintenance systems.

Aptiv has an expansive global operational footprint, with over 150 locations across 44 countries. As of 2024, Aptiv operates 126 manufacturing facilities across 33 countries and 42 global software development centers. The company has a strategic presence in North America (42 facilities), Europe (38 facilities), Asia Pacific (36 facilities), and South America (10 facilities). Aptiv serves major automotive manufacturers across multiple continents, directly supplying 25 of the top 30 global automotive manufacturers. In 2024, 29% of Aptiv's net sales came from the Asia Pacific region.

Aptiv has maintained a strong brand reputation, particularly in ethical business practices, being named one of the World's Most Ethical Companies by Ethisphere for the 13th consecutive year. Aptiv is recognized for its commitment to sustainable solutions, offering recycled plastic products and Smart Vehicle Architecture to enable energy-efficient vehicles and reduce carbon emissions. Aptiv launched an advanced predictive battery management software in 2023 and aims for a 25% carbon footprint reduction by 2025 from a 2021 baseline, currently sourcing over 30% of its global energy consumption from renewable energy. No significant negative events impacting Aptiv's brand reputation in the past year were found.

Aptiv Plc's stock ownership is predominantly institutional, with approximately 99.22% of shares held by institutional shareholders, including Vanguard Group Inc, BlackRock, Inc., and Massachusetts Financial Services Co /ma/. Individual ownership, including insiders, accounts for a smaller percentage. Elliott International LP is the largest individual Aptiv shareholder, owning 9.62% of the company. Elliott Associates LP and Paulson Co Inc are also listed as significant insider holders.