Consensus analyst expectations for Aptiv's second quarter of 2026 sit at a revenue of $3.32 billion and an EPS of $1.42, with the stock currently trading at $58.09 compared to an average price target of $82.50. Investors are primarily focused on the margin profile of the "New Aptiv" entity following the April 2026 spin-off of its Versigent electrical distribution business.
The expected 36% year-over-year revenue decline reflects the smaller corporate footprint, though management is targeting an improved 17.6% adjusted EBITDA margin for the period. Market participants are also monitoring organic growth and program launch execution within the Advanced Safety and User Experience segment to validate the post-spin strategic shift.