APTV · News · 20260804N
Guidance and Outlook
Aptiv PLC · 2026-08-04 · Importance 63 · Surprise 60 · Contradicted
Aptiv forecast third-quarter revenue of $3.12 billion to $3.22 billion, implying a sequential decline from second-quarter revenue of $3.274 billion. Full-year 2026 revenue guidance was set at $12.6 billion to $12.8 billion, below the approximately $13.27 billion analyst estimate. Full-year adjusted EPS guidance was set at $5.60 to $5.80. Management expects a soft third quarter followed by stronger fourth-quarter performance, while citing China demand weakness and delayed customer launches as key constraints.
Key facts
- Aptiv expects Q3 2026 revenue in the range of $3.12 billion to $3.22 billion. source
- Aptiv provided full-year 2026 revenue guidance of $12.6 billion to $12.8 billion. source
- Stock Titan reported Aptiv provided positive guidance for Q3 and full-year 2026, including expected net sales of $12.6-$12.8 billion and adjusted EPS of $5.60-$5.80. source
- Some analysts said the full-year 2026 revenue guidance of $12.6-$12.8 billion was below the FactSet estimate of $13.27 billion. source
- Full-year 2026 adjusted EPS guidance set between $5.60 and $5.80. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | +193.9% | Aptiv provided full-year 2026 revenue guidance of $12.6 billion to $12.8 billion. |
| revenue | positive | probable | +48.4% | Aptiv expects Q3 2026 revenue in the range of $3.12 billion to $3.22 billion. |
| net_income | positive | probable | — | Stock Titan reported Aptiv provided positive guidance for Q3 and full-year 2026, including expected net sales of $12.6-$12.8 billion and… |