APTV · 10-Q · 2026Q3 · Full report

Market Demand Trends

Aptiv PLC · 2026-11-03 · Importance 31 · Surprise 32

Aptiv’s volumes increased 2% in both the third quarter and first nine months of 2026, while global automotive production declined 2% and 1%, respectively; on an Aptiv-weighted-market basis, production was down 1% in the quarter and flat year to date. Volume growth in North America and Asia Pacific was partially offset by declines in Europe. Aptiv also noted that certain OEM customers delayed or changed software-defined vehicle investment strategies amid lower expected consumer demand for these products.

Key facts

• Global automotive production decreased 2% in the three months and 1% in the nine months ended September 30, 2026; Aptiv-weighted production was down 1% and flat, respectively. source
• Aptiv’s volumes increased 2% in the third quarter of 2026 versus the prior-year quarter, compared with global automotive production down 2% and down 1% on an Aptiv-weighted basis. source
• Aptiv’s volumes increased 2% in the first nine months of 2026 versus the prior-year period, compared with global automotive production down 1% and flat on an Aptiv-weighted basis. source