APTV · 8-K · 20260804PR000057

Income Tax Rate Changes

Aptiv PLC · 2026-08-04 · Importance 17 · Surprise 82 · From source text

Second-quarter tax expense increased to $52 million from $16 million in the prior-year quarter, despite continuing-operations income before taxes increasing to $366 million from $294 million. Six-month tax expense fell to $94 million from $342 million because the prior-year period included approximately $300 million of valuation allowances on deferred tax assets. The prior-year valuation allowance reflected OECD Administrative Guidance issued in the first quarter of 2025 and a reduced expected benefit from Aptiv’s Swiss tax incentive.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
net_incomenegativerealized-1.1%Tax expense in Q2 2026: $52 million (Q2 2025: $16 million).
net_incomeunclearcommittedQ3 2026 U.S. GAAP effective tax rate guidance: approximately 18%; Adjusted effective tax rate guidance: approximately 18%.