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Aptiv PLC (APTV) Stock Fundamental Analysis & AI Rating 2026

APTV NYSE Motor Vehicle Parts & Accessories Y9 CIK: 0001521332
Updated This Month • Analysis: Mar 20, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
73% Confidence
AGREEMENT
SELL
72% Conf
HOLD
74% Conf

📊 APTV Key Takeaways

Revenue: $20.4B
Net Margin: 0.8%
Free Cash Flow: $1.5B
Current Ratio: 1.74x
Debt/Equity: 0.83x
EPS: $0.75
AI Rating: SELL with 72% confidence
Aptiv PLC (APTV) receives a SELL rating with 73% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $20.4B, net profit margin of 0.8%, and return on equity (ROE) of 1.8%, Aptiv PLC demonstrates mixed fundamentals in the Automotive sector. Below is our complete APTV stock analysis for 2026.

Is Aptiv PLC (APTV) a Good Investment?

Claude

Aptiv exhibits concerning profitability deterioration with razor-thin margins (0.8% net margin, 4.7% gross margin) despite flat revenue and a dramatic 89.2% EPS decline, indicating structural profitability challenges in the automotive parts sector. While free cash flow generation remains solid at $1.5B and the balance sheet shows adequate liquidity, the company's weak returns on equity (1.8%) and assets (0.7%) suggest capital is not being deployed efficiently to drive growth or shareholder returns.

ChatGPT

Aptiv’s fundamentals are mixed: cash generation remains solid, with $2.19B of operating cash flow and $1.53B of free cash flow, and liquidity appears healthy. However, flat revenue, a sharp EPS decline, very thin net margins, and weak returns on equity and assets point to pressured profitability and only moderate earnings quality. The balance sheet is serviceable, but leverage and interest coverage leave limited room for further margin deterioration.

Why Buy Aptiv PLC Stock? APTV Key Strengths

Claude
  • + Strong free cash flow generation of $1.5B provides cushion for debt servicing and capital allocation
  • + Solid liquidity position with current ratio of 1.74x and $1.9B in cash reserves
  • + Moderate leverage at 0.83x debt-to-equity ratio with 3.3x interest coverage reducing financial distress risk
ChatGPT
  • + Strong operating cash flow and free cash flow generation relative to earnings
  • + Healthy liquidity profile with 1.74x current ratio and 1.23x quick ratio
  • + Moderate balance sheet leverage with substantial equity base

APTV Stock Risks: Aptiv PLC Investment Risks

Claude
  • ! Severe profitability compression with net margin of only 0.8% and gross margin of 4.7%, indicating intense competitive pressure or operational inefficiency
  • ! Dramatic EPS collapse of 89.2% year-over-year signals deteriorating earnings power despite stable revenue
  • ! Minimal return on equity at 1.8% and ROA at 0.7% demonstrates poor capital efficiency and value creation
  • ! Flat revenue growth of 0.0% YoY combined with margin erosion suggests the business faces structural headwinds
ChatGPT
  • ! Profitability is weak, with 4.7% gross margin, 0.8% net margin, and low ROE/ROA
  • ! EPS fell 89.2% year over year despite flat revenue, indicating significant earnings pressure
  • ! Interest coverage of 3.3x suggests debt servicing capacity is adequate but not robust if conditions worsen

Key Metrics to Watch

Claude
  • * Gross margin trend - critical to identify if margin compression is temporary or structural
  • * Operating cash flow sustainability - ensure FCF generation can continue amid profitability challenges
  • * Debt reduction progress - monitor if company uses FCF to delever and reduce interest burden
  • * Return on invested capital - assess whether management can improve capital allocation efficiency
ChatGPT
  • * Operating margin and EPS recovery
  • * Free cash flow consistency relative to debt obligations

Aptiv PLC (APTV) Financial Metrics & Key Ratios

Revenue
$20.4B
Net Income
$165.0M
EPS (Diluted)
$0.75
Free Cash Flow
$1.5B
Total Assets
$23.4B
Cash Position
$1.9B

💡 AI Analyst Insight

Aptiv PLC presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

APTV Profit Margin, ROE & Profitability Analysis

Gross Margin 4.7%
Operating Margin 5.8%
Net Margin 0.8%
ROE 1.8%
ROA 0.7%
FCF Margin 7.5%

APTV vs Automotive Sector: How Aptiv PLC Compares

How Aptiv PLC compares to Automotive sector averages

Net Margin
APTV 0.8%
vs
Sector Avg 6.0%
APTV Sector
ROE
APTV 1.8%
vs
Sector Avg 12.0%
APTV Sector
Current Ratio
APTV 1.7x
vs
Sector Avg 1.2x
APTV Sector
Debt/Equity
APTV 0.8x
vs
Sector Avg 1.0x
APTV Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Aptiv PLC Stock Overvalued? APTV Valuation Analysis 2026

Based on fundamental analysis, Aptiv PLC shows some fundamental concerns relative to the Automotive sector in 2026.

Return on Equity
1.8%
Sector avg: 12%
Net Profit Margin
0.8%
Sector avg: 6%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.83x
Sector avg: 1x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Aptiv PLC Balance Sheet: APTV Debt, Cash & Liquidity

Current Ratio
1.74x
Quick Ratio
1.23x
Debt/Equity
0.83x
Debt/Assets
59.4%
Interest Coverage
3.28x
Long-term Debt
$7.7B

APTV Revenue & Earnings Growth: 5-Year Financial Trend

APTV 5-year financial data: Year 2024: Revenue $20.1B, Net Income $594.0M, EPS $1.96. Year 2025: Revenue $20.4B, Net Income $2.9B, EPS $10.39.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Aptiv PLC's revenue has shown modest growth of 2% over the 5-year period. The most recent EPS of $10.39 reflects profitable operations.

APTV Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
7.5%
Free cash flow / Revenue

APTV Quarterly Earnings & Performance

Quarterly financial performance data for Aptiv PLC including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $4.9B $27.0M $0.12
Q2 2025 $5.1B $382.0M $1.70
Q1 2025 $4.8B -$11.0M $-0.05

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Aptiv PLC Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$2.2B
Cash generated from operations
Stock Buybacks
$397.0M
Shares repurchased (TTM)
Capital Expenditures
$656.0M
Investment in assets
Dividends
None
No dividend program

APTV SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Aptiv PLC (CIK: 0001521332)

📋 Recent SEC Filings

Date Form Document Action
Apr 6, 2026 8-K dp244900_8k.htm View →
Apr 1, 2026 4 xslF345X06/es260758610_4-aptiv.xml View →
Apr 1, 2026 8-K d110967d8k.htm View →
Mar 20, 2026 8-K dp243887_8k.htm View →
Mar 16, 2026 8-K aptv-20260313.htm View →

Frequently Asked Questions about APTV

What is the AI rating for APTV?

Aptiv PLC (APTV) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (HOLD) with 73% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are APTV's key strengths?

Claude: Strong free cash flow generation of $1.5B provides cushion for debt servicing and capital allocation. Solid liquidity position with current ratio of 1.74x and $1.9B in cash reserves. ChatGPT: Strong operating cash flow and free cash flow generation relative to earnings. Healthy liquidity profile with 1.74x current ratio and 1.23x quick ratio.

What are the risks of investing in APTV?

Claude: Severe profitability compression with net margin of only 0.8% and gross margin of 4.7%, indicating intense competitive pressure or operational inefficiency. Dramatic EPS collapse of 89.2% year-over-year signals deteriorating earnings power despite stable revenue. ChatGPT: Profitability is weak, with 4.7% gross margin, 0.8% net margin, and low ROE/ROA. EPS fell 89.2% year over year despite flat revenue, indicating significant earnings pressure.

What is APTV's revenue and growth?

Aptiv PLC reported revenue of $20.4B.

Does APTV pay dividends?

Aptiv PLC does not currently pay dividends.

Where can I find APTV SEC filings?

Official SEC filings for Aptiv PLC (CIK: 0001521332) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is APTV's EPS?

Aptiv PLC has a diluted EPS of $0.75.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is APTV a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Aptiv PLC has a SELL rating with 73% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is APTV stock overvalued or undervalued?

Valuation metrics for APTV: ROE of 1.8% (sector avg: 12%), net margin of 0.8% (sector avg: 6%). Compare these metrics with sector averages to assess valuation.

Should I buy APTV stock in 2026?

Our dual AI analysis gives Aptiv PLC a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is APTV's free cash flow?

Aptiv PLC's operating cash flow is $2.2B, with capital expenditures of $656.0M. FCF margin is 7.5%.

How does APTV compare to other Automotive stocks?

Vs Automotive sector averages: Net margin 0.8% (avg: 6%), ROE 1.8% (avg: 12%), current ratio 1.74 (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 20, 2026 | Data as of: 2025-12-31 | Powered by Claude AI