Mar 31, 2024

Aptiv Q1 2024 Earnings Report

Aptiv reported solid results in Q1 2024, marked by revenue increase and margin expansion.

Key Takeaways

Aptiv delivered solid results in the first quarter with a 2% revenue increase to $4.9 billion and 200 basis points of margin expansion year-over-year. The company secured significant new business awards totaling nearly $13 billion.

U.S. GAAP revenue increased by 2% to $4.9 billion.

U.S. GAAP net income was $218 million, with diluted earnings per share of $0.79.

Adjusted Operating Income margin increased to 11.1%, with Adjusted Operating Income of $544 million.

Generated $244 million of cash from operations.

Total Revenue
$4.9B
Previous year: $4.82B
+1.7%
EPS
$1.16
Previous year: $0.91
+27.5%
Adjusted EBITDA
$720M
Previous year: $594M
+21.2%
Gross Profit
$780M
Previous year: $760M
+2.6%
Cash and Equivalents
$900M
Previous year: $1.1B
-18.2%
Free Cash Flow
-$21M
Total Assets
$23.6B
Previous year: $21.7B
+8.9%

Aptiv

Aptiv

Aptiv Revenue by Segment

Forward Guidance

The Company’s full year 2024 financial guidance is as follows: Net sales $20,850 - $21,450 million, Adjusted EBITDA $3,150 - $3,300 million, Adjusted EBITDA margin 15.1% - 15.4%, Adjusted operating income $2,425 - $2,575 million, Adjusted operating income margin 11.6% - 12.0%, Adjusted net income per share $5.80 - $6.30, Cash flow from operations $2,350 million, Capital expenditures $1,000 million, Adjusted effective tax rate ~17.5%.

Revenue & Expenses

Visualization of income flow from segment revenue to net income