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APAPTV

Aptiv PLC

$APTV·$9.5B·Auto - Parts·Consumer Cyclical
$43.22-1.0%YTD-43.2%1Y-49.1%
Price updated 15m ago·X counts updated 2d ago
APAPTV
$APTVAptiv PLC
$43.22-0.97%41 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $APTV on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

41X posts · last 7 days
Sep 11Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $APTV's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 63% of tracked names.

Bearish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-08

APTV underperformance is being questioned as 'interesting' amid VW's turnaround plan including 50K additional global job cuts. The auto-supplier tape is soft.

Read what X is saying about $APTV

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $APTV — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-09-29

Falling on heavy selling — points lower unless it turns around.

Aptiv: -43% YTD at 1.4% of 52w range — Q2 EPS +15% beat but Q1 revenue -37% YoY says structural auto-supplier decline.

Aptiv PLC is the auto-technology supplier (electrical architecture, ADAS/autonomous) at $43.64 with $9.5B market cap. -43% YTD, -49% TTM at 1.4% of 52w range. Q2 EPS $1.63 beat by 15% but Q1 revenue -37% YoY signals structural decline that concentrated OEM exposure has amplified.

The tension in one line:

  • Revenue decline is the fundamental issue: Q1 revenue -37% YoY — this is a step-change, not cyclical noise; VW's 50K additional global job cuts plus broader OEM production compression is the source.
  • Beat cadence intact but doesn't matter: Q2 EPS +15%, Q1 +5.6%, Q4 2025 +2.2%, Q3 +19.9% — the earnings side keeps beating consensus, but consensus keeps coming down.
  • Deep-value multiples: PS 0.56x, EV/EBITDA reasonable, 7.3% FCF yield; 2027 EPS $6.56 implies 6.7x forward — deep value if the revenue trajectory stabilizes.

The bull path is Oct 29 Q3 print ($1.33 EPS est) confirming Q3 stabilization plus specific OEM-mix or ADAS-content-per-vehicle growth commentary. The bear path is another VW/OEM-driven revenue miss. The Sept 18 'New Strong Sell' Zacks tag captures the analyst-side pessimism.

Agrees with X sentimentX sentiment is bearish framing 'APTV underperformance is interesting amid VW's turnaround plan including 50K additional global job cuts' — fair given the -37% Q1 revenue YoY. The auto-supplier tape is broadly soft; APTV's concentrated OEM exposure amplifies the sector pressure.

What to watch: Oct 29 Q3 print ($1.33 EPS est) — revenue trajectory vs Q1's -37%, OEM-mix commentary, and ADAS content-per-vehicle growth. VW/GM/Stellantis production-schedule updates affecting auto-supplier demand.

On the calendar: 2026-10-29 — Q3 earnings

large drawdownstructural decline

Read the AI verdict on $APTV

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Automotive technology supplier delivering electrical architecture, advanced safety hardware, and software platforms to global OEMs.

Industry overviewAI analysisGenerated by AI from underlying data

Where Auto - Parts sits in its cycle right now — and what that implies for $APTV.

Auto - Parts · Consumer Cyclical

No material change from last week — aging US vehicle fleet (avg 12.

What this means for $APTV

Neutral — Automotive technology supplier delivering electrical architecture, advanced safety hardware, and software platforms to global OEMs.

Industry benchmark

10-name peer basket
-4.5%YTD
-8.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
47.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
5.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
2.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
19.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$1.63$1.42+14.8%
Q1 2026May 5, 2026$1.71$1.62+5.6%
Q4 2025Feb 2, 2026$1.86$1.82+2.2%
Q3 2025Oct 30, 2025$2.17$1.81+19.9%
Next earningsThu, Oct 29·consensus EPS $1.33

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$3.3B-37.1%23.7%11.2%$1.17$33.0M
Q1 FY26$5.1B+5.4%18.1%8.7%$0.88—
Q4 FY25$5.2B+5.0%19.8%7.6%$0.63$651.0M
Q3 FY25$5.2B+7.4%19.5%-3.4%$-1.63$441.0M

Forward consensus

5-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$12.7B$12.7B – $12.7B$5.75$5.71 – $5.8010
FY27$13.3B$12.8B – $14.3B$6.56$6.03 – $6.9513
FY28$13.9B$13.0B – $14.5B$7.45$6.47 – $7.969
FY29$14.4B$14.0B – $14.8B$8.05$7.75 – $8.354
FY30$15.2B$14.7B – $15.6B$8.86$8.53 – $9.194

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.1%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-10.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-30.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 208.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.335-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 13Hakan AgnevallDirector4.1K sh$199KBuyAug 11Sean O MahoneyDirector11.0K sh$553KBuyAug 10Kevin P ClarkCEO51.2K sh$2.5MBuyAug 5Paul M MeisterDirector105.6K sh$5.0MSellJun 15Obed D. LouissaintEVP & Chief People Officer3.0K sh$209KSellJun 3Katherine H RamundoEVP, CLO, CCO & Secretary2.0K sh$157KBuyMay 8Hakan AgnevallDirector6.1K sh$352K
+ 28 other (16 awards · 11 inkinds · 1 gift) in window

See when $APTV insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteApr 308-K — Item 5.07: Shareholder vote
+ 11 other (2 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Aptiv PLC (APTV) Registers a Bigger Fall Than the Market: Important Facts to Notezacks.com·23h agoAptiv PLC (APTV) Is a Trending Stock: Facts to Know Before Betting on Itzacks.com·1d agoNew Strong Sell Stocks for September 18thzacks.com·12d agoInvestors Heavily Search Aptiv PLC (APTV): Here is What You Need to Knowzacks.com·13d agoHere Are Tuesday’s Top Wall Street Analyst Research Calls: Autodesk, Eli Lilly, Etsy, Lear, Netskope, Nokia, Northrop Grumman, Rapid7, Rivian Automotive, Ulta Beauty, and More247wallst.com·14d ago

In themes

Explore the broader themes this ticker is being talked about under.

EVs & Autonomous Vehicles

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Voices on X · last 7 days

No standout posts about $APTV on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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