| APTV |
Report |
Adjusted EPS (Q2'26, New Aptiv) |
BEAT |
pred ~$1.45 vs. cons $1.40 |
MEDIUM |
| APTV |
Report |
Net sales (Q2'26) |
IN-LINE |
pred ~$3.33B vs. cons $3.30B |
MEDIUM |
| APTV |
Report |
Adjusted EBITDA (Q2'26) |
IN-LINE |
pred ~$585M vs. cons $580M |
LOW |
| APTV |
Guide |
FY2026 Adjusted EPS guide |
UNCHANGED |
guide maintained ~$5.90 vs. cons ~$5.90 (FY2026) |
MEDIUM |
| APTV |
Guide |
FY2026 Net sales guide |
UNCHANGED |
guide ~$13.0B vs. cons ~$13.0B (FY2026) |
MEDIUM |
| APTV |
Guide |
FY2026 Adjusted EBITDA / margin |
UNCHANGED |
guide ~$2.42B (18.6%) vs. cons ~$2.42B (FY2026) |
LOW |
| APTV |
Guide |
FY2026 Free cash flow |
UNCHANGED |
guide ~$750M vs. cons ~$740M (FY2026) |
LOW |
| APTV |
Guide |
FY2026 bookings target |
BETTER |
guide >$20B vs. cons ~$19-20B (FY2026) |
LOW |
| APTV |
Guide |
Q3'26 revenue framework (2H reaccel) |
UNKNOWN |
guide ~$3.3B vs. cons ~$3.3B (Q3'26) |
LOW |
| APTV |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| APTV |
Return |
5-day cumulative residual |
+0.5% (FADE) |
Stock is beaten down (~$57 vs ~$68 in June) so a modest EPS beat + maintained FY guide should spark a relief pop day 1. But the FY bar rests on a distrusted H2 hockey-stick (~300bps from 2H launch/ramp timing, China turning positive, fire-customer recovery) plus fresh copper/resin/gold inflation; with Q2 only in-line and no raise, out-period math keeps estimates capped and the auto-demand skepticism reasserts, so most of the initial gain fades over the week. |
LOW |