Aptiv PLC APTV reported impressive third-quarter 2025 results. Adjusted earnings of $2.17 per share beat the Zacks Consensus Estimate by 20% and increased 18.6% year over year. Revenues of $5.21 billion topped the Zacks Consensus Estimate by 3% and rose 7.4% year over year.
The company’s adjusted revenues improved 6% year over year. However, adjusted revenues fell 3% in Europe, while they grew 14% in North America and 3% in South America. The metric rose 4% in Asia and remained flat in China.
Aptiv PLC price-consensus-eps-surprise-chart | Aptiv PLC Quote
The Electrical Distribution Systems and Engineered Components Group’s revenues of $2.29 billion and $1.71 billion rose 12% and 8% year over year, respectively. The Advanced Safety and User Experience segment’s revenues grew 1% on a year-over-year basis to $1.44 billion.
Adjusted operating income was $654 million, up 10.3% from the figure reported in the year-ago quarter. The adjusted operating income margin was 12.55%, up 33 basis points year over year.
Aptiv exited the quarter with a cash and cash equivalent balance of $1.6 billion compared with $1.57 billion in the December-end quarter of 2024. Long-term debt stood at $7.61 billion compared with $7.84 billion in the fourth quarter of 2024.
The company generated $584 million in cash from operating activities in the quarter and a total of $1.37 million in the nine months ended Sept. 30, 2025, compared with $1.39 million in the prior-year period.
For the fourth quarter of 2025, Aptiv expects revenues to be between $4.91 billion and $5.21 billion; the midpoint of the guided range ($5.06) is just below the current Zacks Consensus Estimate of $5.07 billion. Adjusted EPS is expected to be between $1.6 and $1.9. The Zacks Consensus Estimate for the same is $1.93. The adjusted operating income margin is anticipated to be between 7.1% and 8.6%. The adjusted EBITDA margin is expected to be between 15.1% and 16.1%.
For 2025, Aptiv expects revenues to be between $20.15 billion and $20.45 billion. The mid-point of the guided range ($20.3) is above the Zacks Consensus Estimate of $20.16 billion. Adjusted EPS is expected to be between $7.55 and $7.85 per share. The current Zacks Consensus Estimate for the same is pegged at $7.55. The adjusted operating income margin is anticipated to be between 11.9% and 12.2%. Capital expenditure is expected to be $780 million. The adjusted EBITDA margin is projected between 15.7% and 16%. The adjusted effective tax rate is expected to be around 17.5%.