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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Joe Spak | UBS | 12 | 17% |
| Mark Delaney | Goldman Sachs | 10 | 0% |
| Colin Langan | Wells Fargo | 10 | 20% |
| Dan Levy | Barclays | 10 | 10% |
| Chris McNally | Evercore ISI | 8 | 0% |
| Emmanuel Rosner | Wolfe Research | 8 | 13% |
| Itay Michaeli | TD Cowen | 8 | 0% |
| Jim Picariello | BNP Paribas | 6 | 0% |
| Tom Narayan | RBC Capital Markets | 4 | 0% |
| Winnie Dong | Deutsche Bank | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| UBS | 1 | 12 | 17% |
| Barclays | 1 | 10 | 10% |
| Wolfe Research | 2 | 10 | 20% |
| Goldman Sachs | 1 |
| 10 |
| 0% |
| Wells Fargo | 1 | 10 | 20% |
| TD Cowen | 1 | 8 | 0% |
| Evercore ISI | 1 | 8 | 0% |
| BNP Paribas | 1 | 6 | 0% |
Aptiv opened FY2026 with Q1 revenue of $5.1 billion growing 1% on an adjusted basis with EPS of $1.71 up slightly, as the Versigent spin-off was completed on April 1 creating a pure-play advanced technology automotive supplier. Record Q1 bookings of $7 billion validated commercial momentum in high-voltage architecture, active safety, and software-defined vehicle platforms. Total revenue grew 1% despite deteriorating global vehicle production volumes.
Demand | Margin | Revenue Growth | Geographic Expansion | Cost Pressure | Competitive Dynamics | Product Launch | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 1 | 5 | 2 | 4 | 3 | 2 | 2 | 3 |
| 2025Q1 | 5 | 1 | 1 | 1 | 2 | 3 | ||
| 2025Q2 | 5 | 2 | 4 | 3 | 2 | 3 | 3 | 3 |
| 2025Q3 | 3 | 2 | 3 | 2 | 1 | 3 | 3 | |
| 2025Q4 | 4 | 4 | 2 | 2 | 4 | 1 | 1 | 2 |
| 2026Q1 | 3 | 3 | 5 | 5 | 3 | 3 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 1 | 5 | 5 | 3 | 4 | 3 |
| Margin | 5 | 1 | 2 | 2 | 4 | 3 |
| Revenue Growth | 2 | 1 | 4 | 3 | 2 | 5 |
| Geographic Expansion | 4 | 1 | 3 | 2 | 2 | 5 |
| Cost Pressure | 3 | 2 | 2 | 1 | 4 | 3 |
| Competitive Dynamics | 2 | 3 | 3 | 1 | 3 | |
| Product Launch | 2 | 3 | 3 | 1 | 2 | |
| Macroeconomic | 3 | 3 | 3 | 2 |