APTV · 10-Q · 2026Q2 · Full report

Supply Chain Constraints

Aptiv PLC · 2026-08-04 · Importance 32 · Surprise 24

Aptiv continues to carry critical inventory and procure productive, raw-material and non-critical components to satisfy OEM vehicle-production schedules. Productive, raw and component-material inventories were substantially above customary levels at June 30, 2026 and December 31, 2025 because of customer production volatility, cancellations and prior global supply-chain disruptions. The company is monitoring inventory across all categories to balance supply continuity with working-capital efficiency. Semiconductor, copper and petroleum-based resin cost volatility remains an ongoing exposure, and Aptiv is using alternate suppliers, product designs, customer purchasing combinations, contractual escalation clauses and hedging to mitigate it.

Key facts

• Aptiv stated global supply chain disruptions have increased inventory balances of productive, raw and component material inventories substantially from customary levels as of June 30, 2026 and December 31, 2025. source