Aptiv (APTV)
NYSEConsumer DiscretionaryAuto PartsSnapshot 2026-07-08
$58.58-0.46%
Close 2026-07-08 · 1-day change
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Track APTV free→Aptiv grows sales about 5% yearly. Profit stays strong near $1.2 billion. Free cash flow is about $750 million. The spin-off of Versigent is mostly done.
Sales could fall more than 20% next year. Leadership changes may hurt focus. Debt and capital structure might not improve much.
The price is about 18% below our fair value near $73. Analysts expect revenue to drop about 25%. We see better growth ahead.
Breaks if: Free cash flow falls below $650 million in FY26
Breaks if: Additional key executive departures occur within next 4 quarters
Manage leadership changes to ensure continuity and strategic alignment.
Breaks if: Operating income falls below $1.18 billion in 2025-Q4
Focus on managing debt levels and optimizing the capital structure post-spin-off.
Stated in 3 of last 3 quarters. Operating income was $1,184 million in 2025, reflecting efforts to optimize capital structure. The focus on debt management and capital allocation is consistent, but the financials show limited progress in reducing debt levels significantly.
Breaks if: Revenue falls below $12.8 billion in FY26
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“CFO: 'We continue to focus on managing our debt and optimizing our capital structure.'”
“CFO: 'Our team delivered on our commitment to maximizing shareholder value through continued share repurchases and debt retirement.'”
“CFO: 'We are confident in our ability to deliver significant, sustainable value to our shareholders.'”