Aptiv 3Q 2026: Revenue $3.2B, Net income $194M, EPS $0.94— 10-Q Summary
Aptiv reported 3Q 2026 revenue of $3.2B, up 2.3% YoY, and net income of $194M, reversing a prior-year loss. EPS was $0.94, compared to a loss of $1.63. Sales grew 2% in the quarter and year-to-date, with volume growth in North America and Asia Pacific. The company completed a spin-off and cited long-term opportunities in software and automation, while noting OEM investment delays and tariff uncertainty.
How this was made
The 30-second read
Why it matters
Aptiv reports a year-over-year improvement from a net loss to net income and positive EPS, alongside a split in segment momentum and commentary on OEM investment delays and tariff uncertainty. It also notes the April 1, 2026 completion of the Electrical Distribution Systems spin-off into Versigent and continued manufacturing automation and best-cost location shifts.
Market read
Traders can update near-term expectations based on the profit turnaround, segment divergence, and management’s stated risks around OEM spending and tariffs.
What to watch
The Electrical Distribution Systems spin-off into Versigent could change comparability and segment reporting, so traders should verify how ongoing restructuring affects future margins and segment revenue attribution.
Background
The piece is a summary of Aptiv’s 3Q 2026 SEC 10-Q, including financial results, segment trends, and operational and strategic updates.
Ticker impact
Aptiv’s 3Q 2026 10-Q reports revenue of $3.2B and diluted EPS of $0.94, plus segment mix shifts and the Versigent spin-off completion.
Likely near-term support from the profit turnaround, offset by caution from Intelligent Systems weakness and commentary on OEM delays and tariff uncertainty.
The article provides the company’s own quarterly financials and specific business highlights (segment performance, spin-off completion, manufacturing automation/capacity adjustments, and demand uncertainty).
Market effects
Signals ongoing auto-supply transition toward electrification and software-defined systems, with execution risk in Intelligent Systems.
Volume growth strength in North America and Asia Pacific may support regional demand expectations for auto components.
Tariff uncertainty and OEM investment delays highlight cross-border policy risk for global automotive supply chains.
Counterpoint
The profit turnaround may be partly structural or timing-related, while Intelligent Systems decline and OEM capex delays could dominate forward estimates.
Key entities
- companyAptiv PLC
Reports 3Q 2026 revenue, net income, EPS, segment performance, and restructuring and demand uncertainty in its 10-Q summary.
- companyVersigent
Independent company created by Aptiv’s Electrical Distribution Systems spin-off completed April 1, 2026.
