| APTV |
Report |
2Q26 net sales |
IN-LINE |
pred ~$3.32B vs. cons $3.30B |
MEDIUM |
| APTV |
Report |
2Q26 adjusted EBITDA |
BEAT |
pred ~$588M vs. cons $580M |
MEDIUM |
| APTV |
Report |
2Q26 adjusted EPS |
BEAT |
pred ~$1.44 vs. cons $1.40 |
MEDIUM |
| APTV |
Guide |
FY26 net sales guidance |
UNCHANGED |
guide ~$13.0B vs. cons $13.0B (FY26) |
HIGH |
| APTV |
Guide |
FY26 adjusted EBITDA guidance |
UNCHANGED |
guide ~$2.42B vs. cons $2.42B (FY26) |
MEDIUM |
| APTV |
Guide |
FY26 adjusted EPS guidance |
UNCHANGED |
guide ~$5.90 vs. cons $5.90 (FY26) |
MEDIUM |
| APTV |
Guide |
FY26 free-cash-flow guidance |
UNCHANGED |
guide ~$750M vs. cons $750M (FY26) |
MEDIUM |
| APTV |
Guide |
2H26 organic-sales-growth commentary |
UNCHANGED |
guide ~6.0% vs. cons 6.0% (2H26) |
MEDIUM |
| APTV |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| APTV |
Return |
5-day cumulative residual |
+1.0% (FADE) |
A modest EBITDA/EPS beat and reaffirmed FY26 math should support an initial relief move, but unchanged sales, EBITDA, EPS and FCF guidance leaves the implied 2H ramp, launch timing, commodity recovery and China/North America normalization assumptions intact. Without an out-period raise, estimate revisions should remain limited and the initial move should fade. |
MEDIUM |