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Sep 30
Aptiv Q3 2025 Earnings Report
Aptiv reported record revenues, adjusted operating income, and adjusted earnings per share for the third quarter of 2025.
Key Takeaways
Aptiv delivered a strong third quarter in 2025, achieving record revenues of $5.2 billion, a 7% increase from the prior year. The company also reported record Adjusted Operating Income of $654 million and Adjusted Earnings per Share of $2.17, reflecting robust operational execution despite a U.S. GAAP net loss of $355 million due to a significant non-cash goodwill impairment charge.
Record U.S. GAAP revenue of $5.2 billion, up 7% from the prior year period.
Adjusted Operating Income reached $654 million, an increase from $593 million in the prior year, with a margin of 12.5%.
U.S. GAAP net loss of $355 million, primarily due to a $648 million non-cash goodwill impairment charge related to the Wind River acquisition.
Adjusted diluted earnings per share increased to $2.17, up 18.6% from $1.83 in the prior year period.
Aptiv
Aptiv
Aptiv Revenue by Segment
Revenue by Segment
Electrical Distribution Systems Revenue
CapyFin.comEngineered Components Group Revenue
CapyFin.comAdvanced Safety and User Experience Revenue
CapyFin.com Forward Guidance
Aptiv has raised its full-year 2025 guidance, reflecting strong third-quarter performance and anticipated continued growth, despite potential impacts from tariffs.
Positive Outlook
- Full year net sales projected between $20.15 billion and $20.45 billion.
- Full year Adjusted EBITDA expected to be between $3.17 billion and $3.27 billion.
- Full year Adjusted Operating Income forecast between $2.4 billion and $2.5 billion.
- Adjusted net income per share for the full year is guided between $7.55 and $7.85.
- Cash flow from operations for the full year is projected at $2.0 billion.
Challenges Ahead
- U.S. GAAP net income for the full year is relatively low, projected between $230 million and $300 million.
- U.S. GAAP net income margin for the full year is narrow, between 1.1% and 1.5%.
- U.S. GAAP operating income for the full year is projected between $1.105 billion and $1.205 billion.
- U.S. GAAP operating income margin for the full year is between 5.5% and 5.9%.
- Guidance reflects impacts of recently imposed U.S. government tariffs, with potential for additional tariffs or trade barriers not included.