Profil de l'entreprise · Consumer Cyclical

Aptiv PLC

APTV · États-Unis
Bourse
États-Unis
Pays / Région
USA
Date d'introduction en bourse
17 novembre 2011
Effectif
140 000
Cours actuel
$57.45
En direct · 27 juillet 2026
Score de croissance Baillie
42/100
Faible
Valeur intrinsèque · Fourchette en trois niveaux Cours actuel $57.45 En direct · Entre la fourchette prudente et la fourchette raisonnable

Fourchette de valorisation composite · prudent $41–$50 / raisonnable $60–$75 / optimiste $90–$110. À $57.45, Entre la fourchette prudente et la fourchette raisonnable.

À la publication $57.36 (23 mai 2026)

Capitalisation11,97 Md $US
Chiffre d'affaires (TTM)20,66 Md $US
EBITDA3,18 Md $US
Marge nette1,77 %
ROE4,08 %
PER (TTM)33,66
PER prévisionnel9,25
PEG0,95
BPA1,68 $US
Fourchette sur 52 semaines51,68 $US – 88,93 $US
Objectif de cours des analystes77,67 $US
Recommandation des analystes4.6 / 5

Données EODHD, présentées dans la devise de reporting ; à titre indicatif uniquement, ne constitue pas un conseil en investissement.

Aptiv PLC, an industrial technology company, provides hardware and software solutions to support automotive and other industries in North America, Europe, the Middle East, Africa, the Asia Pacific, and South America. It operates through three segments: Advanced Safety and User Experience, Engineered Components, and Electrical Distribution Systems. The company offers active safety, user experience and smart vehicle compute, and software products for vehicle safety and security, including intelligent sensors, compute platforms, and software tools and services. It also provides connection systems, interconnects, and cable management and protection solutions for the distribution of power, signal, and data. Aptiv PLC was incorporated in 2011 and is based in Schaffhausen, Switzerland.

Historique

Aptiv PLC was incorporated in 2011 and is based in Schaffhausen, Switzerland; its shares began trading via an IPO on November 17, 2011. The company is an industrial technology supplier of hardware and software to the automotive and other industries, employing roughly 140,000 people. A defining transformation came on April 1, 2026, when Aptiv spun off its Electrical Distribution Systems (EDS) business into a separately listed company, Versigent, which Versigent ceased to be consolidated from that date and Aptiv began reporting the former EDS business as discontinued operations from the second quarter of 2026, producing what is described as "New Aptiv." In the spin-off, Versigent made an initial cash allocation of $2.125 billion to Aptiv, of which Aptiv planned to use about $2.113 billion to repay debt. Aptiv had earlier acquired Wind River, and in 2025 it recognized a $648 million non-cash goodwill impairment related to Wind River, attributed by management to slower-than-expected 5G adoption and software-defined-vehicle program rollouts. On a historical consolidated basis revenue grew from about $13.1 billion in 2020 to $15.6 billion (2021), $17.5 billion (2022) and $20.1 billion (2023), before $19.7 billion in 2024. Following the spin-off Aptiv positions its business around two core segments, Intelligent Systems and Engineered Components.

Position dans le secteur

Aptiv is a global automotive technology supplier whose core offering, after the April 2026 EDS spin-off, is built around Intelligent Systems (intelligent sensing, advanced compute, software and services) and Engineered Components (connection systems, high-performance interconnects, cable management and protection for the distribution of power, signal and data). Its customer base spans the world's major OEMs and is said to include the 25 largest automotive OEMs globally; concentration is notable, with the top ten customers accounting for about 55% of first-quarter 2026 total net sales and a single global OEM accounting for about 11%. The company operates 76 manufacturing facilities and 11 major technical centers across 23 countries, supporting the engineering and manufacturing network required for global OEM supply. For 2026 the company guided to pro forma revenue of $12.8–13.2 billion, Adjusted EBITDA of $2.36–2.48 billion and free cash flow of $0.65–0.85 billion. Sources of its competitive position include switching costs (once a vehicle platform is sourced, changing suppliers involves validation, functional safety, software adaptation, vehicle integration and volume-production risk), scale and global delivery capability, engineering and operations spanning sensor-to-cloud, and compliance/validation barriers tied to safety, connectivity, electrical-architecture and automotive-grade software. Principal competitors cited include Lear (automotive Seating and E-Systems), BorgWarner (clean and efficient mobility systems and eProducts), Visteon (cockpit electronics and software-defined vehicles), and TE Connectivity (transport and industrial connectors).

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