APTV · News · 20260805N
Guidance and Outlook
Aptiv PLC · 2026-08-05 · Importance 63 · Surprise 60 · In source text
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
- Some outlets reported a $300 million guidance cut and collapsing free cash flow tied to Q2 results. source
- Aptiv said it anticipates a stronger Q4 2026 following an expected soft Q3 2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | contingent | -1.4% | Some outlets reported a $300 million guidance cut and collapsing free cash flow tied to Q2 results. |