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TickerTalks›$APTV
APAPTV

Aptiv PLC

Strong FundamentalsStrong Fundamentals3 insiders bought $8.1M in 30 daysStreet coverage with positive forward estimatesQuiet on X (90 mentions/wk)
$APTV·$10B·Auto - Parts·Consumer Cyclical
$49.56+0.8%1Y-33.3%
Mentions · last 7 days
2026-08-07: 17 posts2026-08-08: 3 posts2026-08-09: 2 posts2026-08-10: 6 posts2026-08-11: 21 posts2026-08-12: 29 posts2026-08-13: 11 posts90+5%
Price updated 11h ago·X counts updated 1d ago
APAPTV
$APTVAptiv PLC
$49.56+0.79%90 posts+5%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $APTV, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-08-14

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Auto-tech supplier at the 7th percentile of range — three insiders bought $8M in the past week even as management cut the 2026 outlook.

Aptiv is a global automotive-technology supplier — vehicle electrical architecture, advanced safety and autonomy systems — with a specific exposure to both traditional-OEM production and EV/ADAS technology growth. The tape is deeply out of favor; the insider signal this week is the anchor to size around.

  • The insider cluster is the standout signal: director Sean Mahoney bought $553K on Aug 11, director Kevin Clark bought $2.5M on Aug 10 (plus a $51K gift), and Paul Meister bought $5M on Aug 5 — that's ~$8M of open-market officer/director buying from three distinct buyers in a 30-day window, which for a name at the 7th percentile of its 52-week range is a meaningful conviction signal.
  • The Q2 print was mixed and the guide cut hurt: revenue of $3.27B declined -37% YoY (comp effect from the Motional joint-venture separation), EPS of $1.63 beat consensus of $1.42 by 15%, but management cut the 2026 outlook citing China and launch delays — that's the specific reason the tape is where it is, and why the buys matter.
  • The valuation supports the buy signal: PE of 47x TTM (distorted by prior-year comps) but consensus FY26 EPS of $5.76 puts the forward at ~9x, and PS of 0.56 with 7.3% FCF yield puts APTV in a genuinely value-priced range for an auto-tech supplier — the buy cluster reflects that math.

What resolves the coil upward is the Oct 29 print confirming China and launch-delay headwinds stabilize plus continued FCF generation; what breaks it down is another quarter of China weakness or additional launch delays that suggest the current outlook cut wasn't sufficient.

What to watch: Oct 29 Q3 earnings — China revenue trajectory, launch-delay resolution, and any specific FCF-generation commentary. Continued China weakness or additional launch delays beyond the current cut is what breaks the coil down.

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

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Read the AI verdict + X sentiment for $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)
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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 — solid-state batteries (QS) and advanced LiDAR (AEVA) are the enabling technology layer for next-generation EVs, while MOD's thermal management serves both AI..

Industry benchmark

11-name peer basket
+9.4%YTD
+13.7%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 $1.35

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 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$12.8B$12.7B – $12.8B$5.76$5.58 – $6.1112
FY27$13.3B$12.9B – $14.6B$6.57$6.23 – $6.9512
FY28$13.9B$12.9B – $14.5B$7.44$6.67 – $8.2110
FY29$14.8B$14.3B – $15.7B$8.15$7.78 – $8.845
FY30$15.6B$15.0B – $16.6B$9.03$8.62 – $9.805

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.0.7×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.8%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.-15.9%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.-26.9%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 today1.2% 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.

Insider activity

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

Cluster buy3 insiders bought shares in the last 30 days.

Recent transactions

BuyAug 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
+ 41 other (21 awards · 19 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
8-KMaterial agreementApr 18-K — Item 1.01: Material agreement · Item 2.01: Acquisition completed
8-KOfficer or director changeMar 168-K — Item 5.02: Officer or director change
3New insider — initial holdingsMar 123
+ 24 other (9 routine 8-Ks · 3 13Gs · 3 proxys · 2 10-Qs) in window

Recent news

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

An Aptiv Director Buys 11,000 Shares, Increasing Their Total Equity Stake by 54%. Here's What That Means for Investors.fool.com·2d agoAptiv PLC (APTV) Presents at J.P. Morgan Automotive Conference Transcriptseekingalpha.com·3d agoAPTV Cuts 2026 Outlook After Q2 Beat as China and Launch Delays Weighzacks.com·4d agoIs Aptiv Stock a Buy Now as Low Valuation Meets Rising Execution Risk?zacks.com·4d agoNew Strong Sell Stocks for August 10thzacks.com·5d ago

In themes

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

EVs & Autonomous Vehicles

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