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APAPTV

Aptiv PLC

$APTV·$9.6B·Auto - Parts·Consumer Cyclical
$43.34-0.9%YTD-43.6%1Y-47.9%
Price updated 14m ago·X counts updated 3d ago
APAPTV
$APTVAptiv PLC
$43.34-0.94%47 posts0.9×
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.

47X posts · last 7 days
Sep 1Sep 14
Chatter Meter
0.9×
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.

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.

Broken storySelling offAI verdict · as of 2026-09-17

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

Aptiv down 44% YTD with Q2 revenue collapse of 37% — the auto-supplier tape is genuinely broken.

Aptiv PLC is a global automotive technology supplier — electrical architecture, active safety, and increasingly software-defined-vehicle components. Shares are down 44% YTD and 48% year-on-year, at just 0.8% of the 52-week range.

  • The topline just collapsed: Q2 revenue fell 37% YoY to $3.27B — a huge segment-reorg or spin-off effect that reset the base — Q1 grew 5% and Q4 grew 5%, so this isn't Q2's underlying trend, but the tape needs a clear explanation. Operating margin actually improved to 11% on the smaller base.
  • The setup is soft-auto-cycle plus VW cuts: the auto-supplier tape is under pressure with VW's turnaround plan including 50k additional job cuts, and analyst commentary flagged Aptiv as an 'automotive/drone play that merits a small holding'. New Strong Sell Stocks list on Sept 15 didn't help.

Oct 29 Q3 earnings is the check — a clarified explanation of the Q2 revenue collapse plus a maintained operating-margin trajectory is what could start a bottom-forming process, while another catastrophic revenue-decline quarter or a fresh customer-loss disclosure is what confirms the break-down.

Agrees with X sentimentMatch the concerned X read — 'APTV underperformance is being questioned as interesting' amid VW's job-cut plans and soft auto-supplier tape is fair honest framing. The Q2 revenue -37% collapse is the real question the tape needs answered.

What to watch: Oct 29 Q3 earnings for a clarified explanation of Q2 revenue collapse, operating margin, and any customer-loss commentary. Clarification plus maintained operating margin starts a bottom-forming process; another revenue-decline quarter or customer-loss disclosure confirms the break.

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

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

Auto-parts demand is supported by the record-average 12.6-year US vehicle fleet and EV-content growth; Hyliion faces multiple securities fraud lawsuits dominating news flow, while solid-state battery names (QS) face extended pre-revenue timelines and Mobileye continues to invest in autonomous driving commercialisation.

What this means for $APTV

Partial — electrical architecture and ADAS hardware for OEMs benefits from EV-content growth; high-voltage wiring and safety systems are near-mandatory content increases on every new EV platform globally.

Industry benchmark

10-name peer basket
-2.5%YTD
-2.7%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 – $12.8B$5.75$5.71 – $5.8011
FY27$13.3B$12.9B – $14.3B$6.55$6.02 – $6.9413
FY28$13.9B$13.0B – $14.5B$7.44$6.46 – $7.9510
FY29$14.8B$14.3B – $15.2B$8.15$7.84 – $8.485
FY30$15.6B$15.1B – $16.0B$9.03$8.68 – $9.395

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.-15.3%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.-32.4%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 today1.5% 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
8-KAcquisition completedApr 18-K — Item 1.01: Material agreement · Item 2.01: Acquisition completed
+ 12 other (3 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.

Investors Heavily Search Aptiv PLC (APTV): Here is What You Need to Knowzacks.com·1d 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·2d agoNew Strong Sell Stocks for September 15thzacks.com·2d agoAptiv PLC (APTV) Registers a Bigger Fall Than the Market: Important Facts to Notezacks.com·3d agoAptiv: An Automotive/Drone Play That Merits A Small Holdingseekingalpha.com·7d 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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