APTV
Market read
The latest filing is mixed. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 12 directly disclosed connections are confirming.
Invalidation: The isolated read changes if APTV's group or a disclosed connection begins moving with it.
Research brief
The latest filing is mixed. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 12 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The following table summarizes our available liquidity, which includes cash, cash equivalents and funds available under our significant committed credit facilities, as of June 30, 2026: June 30, 2026 (in millions) Cash and cash equivalents $ 761 Revolving Cre…”10-Q · Aug 4, 2026 ↗
“Our volumes increased 1% for the period, which reflects volume growth in North America and Asia Pacific, partially offset by volume declines in Europe, compared to decreased global automotive production of 1% (down 1% on an AWM basis).”10-Q · Aug 4, 2026 ↗
“Six Months Ended June 30, Variance Due To: 2026 2025 Favorable/(unfavorable) Volume (a) FX Operational performance Other Total (dollars in millions) (in millions) Cost of sales $ 4,861 $ 4,784 $ (77) $ (22) $ (56) $ (14) $ 15 $ (77) Gross margin $ 1,445 $ 1,4…”10-Q · Aug 4, 2026 ↗
“Cash flows provided by operating activities from continuing operations for the six months ended June 30, 2025 consisted primarily of income from continuing operations of $123 million, increased by $393 million for non-cash charges for depreciation, amortizati…”10-Q · Aug 4, 2026 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for APTV. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-04 against the comparable filing from 2025-07-31.
Capital and cash conversion
Capital spending consumed more revenue while free-cash-flow margin declined.
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
“Cash flows provided by operating activities from continuing operations for the six months ended June 30, 2025 consisted primarily of income from continuing operations of $123 million, increased by $393 million for non-cash charges for depreciation, amortization, pension costs and extinguishment of debt, and by $309 million for non-cash changes in deferred income taxes, partially offset by $340 million related to changes in operating assets and liabilities, net of restructuring and pension contributions.”
“Cash flows provided by operating activities from continuing operations for the six months ended June 30, 2026 consisted primarily of income from continuing operations of $425 million, increased by $355 million for non-cash charges for depreciation, amortization, pension costs and extinguishment of debt, partially offset by $752 million related to changes in operating assets and liabilities, net of restructuring and pension contributions.”
“Consolidated Results of Operations Aptiv typically experiences fluctuations in revenue due to changes in OEM production schedules, vehicle sales mix and the net of new and lost business (which we refer to collectively as volume), increased prices attributable to escalation clauses in our supply contracts for recovery of increased commodity costs (which we refer to as commodity pass-through), fluctuations in foreign currency exchange rates (which we refer to as “FX”), contractual reductions of the sales price to the OEM (which we refer to as contractual price reductions) and engineering changes.”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“On September 15, 2023, several of our largest customers’ collective bargaining agreements with the International Union, United Automobile, Aerospace and Agricultural Implement Workers of America (the “UAW”), expired and the UAW subsequently went on strike aga…”
“On September 15, 2023, several of our largest customers’ collective bargaining agreements with the International Union, United Automobile, Aerospace and Agricultural Implement Workers of America (the “UAW”), expired and the UAW subsequently went on strike aga…”
Depended on by
“In 2025, our three largest Tier 1 customers, which were ZF, Valeo, and Aptiv, accounted for 30%, 17%, and 15%, respectively, of our revenue, compared to 27%, 20%, and 14%, respectively, in 2024.”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
APTV is currently a Leader in the organic co-movement group Auto Parts. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for APTV; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.