Aptiv sells roughly 2x more electrical content per EV versus traditional ICE cars and 1.6x more for PHEVs. Below I argue EV penetration in the US will increase but more slowly due to Trump tariffs and the removal of EVs incentives granted under Biden. Despite a difficult trading environment globally for auto OEMs, Aptiv is still favorably positioned as a leading Western-based tier 1 auto supplier.
Aptiv's growth has stalled in 2024 due to a slowdown in relevant EV production amid temporarily slower global EV adaption and lagging car sales. Long-term trends in EV adoption remain a clear positive for Aptiv despite the company's uncertain ability to capture growth in Chinese manufacturing. Given Aptiv's stock price decline, strong margin control, and long-term growth tailwinds, I now estima...
DUBLIN--(BUSINESS WIRE)--Aptiv PLC (NYSE: APTV), a global technology company focused on making mobility safer, greener and more connected, will present at UBS Global Industrials and Transportation Conference, December 4 at 8 a.m. Eastern Time. A simultaneous webcast will be available on the Aptiv Investor Relations website at ir.aptiv.com. About Aptiv Aptiv is a global technology company that d...
DUBLIN--(BUSINESS WIRE)--Aptiv PLC (NYSE: APTV), a global technology company focused on making mobility safer, greener and more connected, will present at Barclays Global Automotive and Mobility Tech Conference, November 21 at 8 a.m. Eastern Time. A simultaneous webcast will be available on the Aptiv Investor Relations website at ir.aptiv.com. About Aptiv Aptiv is a global technology company th...
DUBLIN--(BUSINESS WIRE)--Aptiv PLC (NYSE: APTV) a global technology company focused on making the world safer, greener, and more connected, is announcing executive appointments, effective tomorrow, that strengthen leadership in key product lines and bring additional proven talent to Aptiv to enhance performance and value creation. Joseph Massaro, most recently Vice Chairman, Business Operations...
Aptiv PLC (NYSE:APTV ) Q3 2024 Earnings Conference Call October 31, 2024 8:00 AM ET Company Participants Kevin Clark - Chairman and CEO Joe Massaro - Vice Chairman and CFO\ Jane Wu - VP, IR and Corporate Development Conference Call Participants Chris McNally - Evercore ISI John Murphy - Bank of America Joe Spak - UBS Emmanuel Rosner - Wolfe Research Mark Delaney - Goldman Sachs Dan Levy - Barcl...
Aptiv PLC cut its annual sales forecast on Thursday as the auto parts supplier navigates a challenging market and a decline in overall automotive production.
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