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Aptiv (APTV) guidance history: what it guided and what it reported

Aptiv gave guidance in 12 earnings releases on file since Jan 31, 2024. Of 22 guided periods since reported, it met or beat its own guidance 20 times (91%). Revenue: 8 of 8, on average +1.5% against the guided midpoint. Its releases raised guidance once and lowered it 0 times.

Revenue

Aptiv Revenue: last guidance vs reportedAptiv Revenue: last guidance vs reportedguided rangereported (above / within / below)FY2024$19.7BQ1 2025$4.8BQ2 2025$5.2BQ3 2025$5.2BFY2025$20.4BQ4 2025$5.2BFY2026Q2 2026$3.3BQ3 2026$3.2B

Met or beat 8 of 8 periods (2 above, 6 within, 0 below).

PeriodGuided (and how it moved)ReportedResultvs midpoint
Q3 2026$3.1B–$3.2B (Aug 4, 2026)$3.2Bwithin the range+0.9%
Q2 2026$3.2B–$3.4B (May 5, 2026)$3.3Bwithin the range-0.8%
FY2026$21.1B–$21.8B (Feb 2, 2026) → lowered $12.8B–$13.2B (May 5, 2026) → lowered $12.6B–$12.8B (Aug 4, 2026)—to be reported—
Q4 2025$4.9B–$5.2B (Oct 30, 2025)$5.2Bwithin the range+1.9%
FY2025$19.6B–$20.4B (Feb 6, 2025) → reaffirmed $19.6B–$20.4B (May 1, 2025) → raised $20.0B–$20.3B (Jul 31, 2025) → raised $20.1B–$20.4B (Oct 30, 2025)$20.4Bwithin the range+0.5%
Q3 2025$5.0B–$5.1B (Jul 31, 2025)$5.2Babove the range+3.7%
Q2 2025$4.9B–$5.1B (May 1, 2025)$5.2Babove the range+3.8%
Q1 2025$4.6B–$4.8B (Feb 6, 2025)$4.8Bwithin the range+1.9%
FY2024$21.3B–$21.9B (Jan 31, 2024) → lowered $20.9B–$21.4B (May 2, 2024) → lowered $20.1B–$20.4B (Aug 1, 2024) → lowered $19.6B–$19.9B (Oct 31, 2024)$19.7Bwithin the range-0.2%

GAAP operating margin

Aptiv GAAP operating margin: last guidance vs reportedAptiv GAAP operating margin: last guidance vs reportedguided rangereported (above / within / below)FY20249.3%Q1 2025Q2 20259.3%Q3 2025FY20255.8%Q4 20258.2%

Met or beat 4 of 4 periods (1 above, 3 within, 0 below).

PeriodGuided (and how it moved)ReportedResultvs midpoint
Q4 20257.1%–8.6% (Oct 30, 2025)8.2%within the range+0.4 pts
FY20259.5%–10.0% (Feb 6, 2025) → reaffirmed 9.5%–10.0% (May 1, 2025) → lowered 9.2%–9.5% (Jul 31, 2025) → lowered 5.5%–5.9% (Oct 30, 2025)5.8%within the range+0.1 pts
Q3 20258.9%–9.6% (Jul 31, 2025)———
Q2 20258.1%–9.0% (May 1, 2025)9.3%above the range+0.8 pts
Q1 20257.8%–8.5% (Feb 6, 2025)———
FY20249.3%–9.6% (Aug 1, 2024) → lowered 9.0%–9.4% (Oct 31, 2024)9.3%within the range+0.1 pts

Adjusted operating margin

The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.

PeriodGuided (and how it moved)ReportedResultvs midpoint
Q4 202511.1%–12.4% (Oct 30, 2025)———
Q3 202511.3%–12.0% (Jul 31, 2025)———
Q2 202511.1%–11.8% (May 1, 2025)———
FY202511.9%–12.3% (Feb 6, 2025) → reaffirmed 11.9%–12.3% (May 1, 2025) → lowered 11.9%–12.2% (Jul 31, 2025) → reaffirmed 11.9%–12.2% (Oct 30, 2025)———
Q1 202510.7%–11.3% (Feb 6, 2025)———
FY202411.6%–12.0% (Jan 31, 2024) → reaffirmed 11.6%–12.0% (May 2, 2024) → raised 11.8%–12.1% (Aug 1, 2024) → lowered 11.7%–12.1% (Oct 31, 2024)———

GAAP operating income

Aptiv GAAP operating income: last guidance vs reportedAptiv GAAP operating income: last guidance vs reportedguided rangereported (above / within / below)FY2024$1.8BQ1 2025Q2 2025$486MQ3 2025FY2025$1.2BQ4 2025$425M

Met or beat 4 of 4 periods (1 above, 3 within, 0 below).

PeriodGuided (and how it moved)ReportedResultvs midpoint
Q4 2025$350M–$450M (Oct 30, 2025)$425Mwithin the range+6.2%
FY2025$1.9B–$2.0B (Feb 6, 2025) → reaffirmed $1.9B–$2.0B (May 1, 2025) → lowered $1.8B–$1.9B (Jul 31, 2025) → lowered $1.1B–$1.2B (Oct 30, 2025)$1.2Bwithin the range+2.5%
Q3 2025$440M–$490M (Jul 31, 2025)———
Q2 2025$400M–$460M (May 1, 2025)$486Mabove the range+13.0%
Q1 2025$360M–$410M (Feb 6, 2025)———
FY2024$1.9B–$2.0B (Aug 1, 2024) → lowered $1.8B–$1.9B (Oct 31, 2024)$1.8Bwithin the range+1.5%

Adjusted operating income

The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.

PeriodGuided (and how it moved)ReportedResultvs midpoint
Q4 2025$545M–$645M (Oct 30, 2025)———
Q3 2025$560M–$610M (Jul 31, 2025)———
Q2 2025$545M–$605M (May 1, 2025)———
FY2025$2.3B–$2.5B (Feb 6, 2025) → reaffirmed $2.3B–$2.5B (May 1, 2025) → reaffirmed $2.4B–$2.5B (Jul 31, 2025) → raised $2.4B–$2.5B (Oct 30, 2025)———
Q1 2025$495M–$545M (Feb 6, 2025)———
FY2024$2.5B–$2.6B (Jan 31, 2024) → lowered $2.4B–$2.6B (May 2, 2024) → lowered $2.4B–$2.5B (Aug 1, 2024) → lowered $2.3B–$2.4B (Oct 31, 2024)———

GAAP net income

Aptiv GAAP net income: last guidance vs reportedAptiv GAAP net income: last guidance vs reportedguided rangereported (above / within / below)FY2024$1.8BQ1 2025Q2 2025$397MQ3 2025FY2025$165MQ4 2025$138MQ2 2026$248MQ3 2026$194M

Met or beat 4 of 6 periods (2 above, 2 within, 2 below).

PeriodGuided (and how it moved)ReportedResultvs midpoint
Q3 2026$180M–$200M (Aug 4, 2026)$194Mwithin the range+2.1%
Q2 2026$140M–$180M (May 5, 2026)$248Mabove the range+55.0%
Q4 2025$210M–$270M (Oct 30, 2025)$138Mbelow the range-42.5%
FY2025$230M–$300M (Oct 30, 2025)$165Mbelow the range-37.7%
Q3 2025$290M–$330M (Jul 31, 2025)———
Q2 2025$280M–$320M (May 1, 2025)$397Mabove the range+32.3%
Q1 2025$215M–$255M (Feb 6, 2025)———
FY2024$1.8B–$1.9B (Aug 1, 2024) → lowered $1.7B–$1.8B (Oct 31, 2024)$1.8Bwithin the range-0.2%

The latest quarter

Aptiv, Q3 2026: revenue $3.2B (+2% year over year), operating margin 8.8%, net earnings $194M, operating cash flow $320M. The chart follows the revenue to costs, profit and cash.

Questions

Does Aptiv beat its guidance?

Aptiv gave guidance in 12 earnings releases on file since Jan 31, 2024. Of 22 guided periods since reported, it met or beat its own guidance 20 times (91%). Revenue: 8 of 8, on average +1.5% against the guided midpoint.

How often does Aptiv raise guidance?

Its earnings releases raised guidance once and lowered it 0 times since Jan 31, 2024.

Latest guidance and outlook →

Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.