Aptiv posts Q3 profit beat but issues cautious Q4 and FY2026 outlook
Aptiv PLC reported third‑quarter 2026 adjusted earnings of $1.42 per share on revenue of $3.2 billion, beating Wall Street estimates. The company posted net income of $194 million ($0.94 per share) after a loss a year earlier. Management guided Q4 2026 adjusted EPS to $1.35‑$1.55 and full‑year 2026 adjusted EPS to $5.60‑$5.80, both below consensus, and lowered the free‑cash‑flow midpoint to $650 million. The outlook cited semiconductor cost inflation and a soft European market as headwinds for 2027.
Why it matters
The lower Q4 and FY2026 EPS guidance suggests earnings may fall short of analyst expectations, potentially pressuring the stock. The reduced free‑cash‑flow midpoint indicates less cash available for dividends or buybacks, affecting shareholder returns.
Key facts
- 1Adjusted earnings were $1.42 per share. seekingalpha.com
- 2Revenue was $3.2 billion. seekingalpha.com
- 3Net income was $194 million, or $0.94 per share. tradingview.com
- 4Adjusted EBITDA was $567 million, a 17.7% margin. seekingalpha.com
- 5Q4 2026 adjusted EPS guidance is $1.35‑$1.55 per share. investing.com
- 6Full‑year 2026 adjusted EPS guidance is $5.60‑$5.80 per share. investing.com
Summary written by AlphAI AI Desk from 12 of 12 sources. Not investment advice. Figures are as stated by the linked sources.