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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Aptiv, and their great CEO, Kevin Clark, made a bold move in Q1 to expand their use of ServiceNow to drive cost takeout and improve productivity.”
Aptiv expanded its use of the ServiceNow platform in Q1 to drive cost takeout and productivity, and is entering a strategic partnership with ServiceNow to build joint AI solutions.
“our partnership announcements with two robotics companies, Robust AI and Vecna Robotics, spanning sensing, compute, and software in intelligent systems.”
Aptiv partnered with Vecna Robotics to co-develop next-generation autonomous mobile robots, applying Aptiv's intelligent-systems stack to warehouse and factory automation.
“our partnership announcements with two robotics companies, Robust AI and Vecna Robotics, spanning sensing, compute, and software in intelligent systems.”
Aptiv announced a partnership with Robust AI to co-develop AI-powered cobots, extending Aptiv's sensing, compute, and software into warehouse and industrial automation.
“several launches for ADAS controllers with leading Chinese local OEMs, including Changan, incorporating an increased percentage of locally sourced components”
Aptiv launched ADAS controllers with Chinese local OEM Changan, reflecting Changan's active-safety content growth.
“In China, the big impact for us this year were those 3 program cancellations that we talked about for NIO and Zeekr in the second quarter.”
Program cancellations at Zeekr contributed to Aptiv's active-safety growth headwind in China.
“In China, the big impact for us this year were those 3 program cancellations that we talked about for NIO and Zeekr in the second quarter.”
Program cancellations at Chinese EV maker NIO were a notable headwind to Aptiv's China growth this year.
“The range of the Nexperia outcomes are so broad, right, that it's really tough to give you a precise number.”
The Dutch-China dispute over chip supplier Nexperia created semiconductor supply uncertainty that Aptiv baked into Q4 guidance conservatism.
“interconnects and assemblies for Alstom Transportation, a global leader of high-end passenger rail vehicles and equipment”
Aptiv booked interconnect and assembly business with Alstom Transportation, a passenger-rail OEM, extending its rail end-market presence.
“Wind River was awarded new business across multiple end markets, including enterprise cloud offerings for Black Box, a global leader in digital infrastructure solutions”
Aptiv's Wind River won enterprise cloud business with Black Box, a digital infrastructure firm, expanding Wind River's non-auto footprint.
“The first high-performance cockpit controller launch for Mahindra's market-leading BE6 and XEV 9e high-volume electric SUVs, further underscoring Aptiv's ability to support different configurations based on customer needs”
Aptiv launched cockpit controllers on Mahindra's BE6 and XEV 9e electric SUVs, described as market-leading, indicating momentum for Mahindra's EV lineup.
“Our robust operating model has been validated by the Supplier Quality Excellence awards we've received from Volkswagen and General Motors this year, underscoring how Aptiv is trusted by our customers to consistently deliver high-quality solutions on time.”
Volkswagen awarded Aptiv a Supplier Quality Excellence award, signaling a strong supplier relationship with the automaker.
“Our robust operating model has been validated by the Supplier Quality Excellence awards we've received from Volkswagen and General Motors this year, underscoring how Aptiv is trusted by our customers to consistently deliver high-quality solutions on time.”
General Motors gave Aptiv a Supplier Quality Excellence award, reinforcing Aptiv's standing as a trusted supplier to GM.
“we've been winning significant business, for example, with BYD over the last -- in our ECG business over the last couple of years, in our EDS business over the last 12 months with opportunities in ASUX that we're working on now”
Management elaborates that Aptiv has won significant, multi-segment business with BYD across ECG and EDS over the past one to two years, with ASUX opportunities in progress.
Aptiv delivered record Q4 revenue of $5.2 billion growing 5% with EPS of $1.86 up 6%, as non-automotive bookings exceeded $4 billion including robotics partnerships that diversified the revenue base. Full-year bookings fell short at $27 billion versus the $31 billion target as the global automotive market underperformed expectations. FX headwinds weighed on reported results despite solid underlying operational execution.
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 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Joe Spak | UBS | 12 (17%) |
| Colin Langan | Wells Fargo | 10 (20%) |
| Dan Levy | Barclays | 10 (10%) |
| Mark Delaney | Goldman Sachs | 10 (0%) |
| 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%) |
| John Murphy | Bank of America | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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%) |