Aptiv's second quarter revenue of $3.3B slightly missed estimates, while adjusted EBITDA margin of 18.7% beat expectations.

Aptiv reported second quarter 2026 U.S. GAAP revenue of $3.3 billion, an increase of 2% year-over-year, and GAAP EPS from continuing operations of $1.40. The results reflect the company's first full quarter following the spin-off of its Electrical Distribution Systems segment.

Key Highlights

• Adjusted net income per share was $1.63, a 24% increase from the prior year and ahead of the $1.42 consensus estimate.
• Adjusted EBITDA margin for the quarter was 18.7%, expanding from 17.1% in the prior-year period and exceeding the 17.6% guidance/consensus.
• The company completed the spin-off of its Electrical Distribution Systems (EDS) segment on April 1, 2026, and received a cash dividend of approximately $1.9 billion.
• Aptiv repurchased 4.1 million shares for $250 million during the quarter.