Aptiv slides as reduced full-year outlook overshadows second-quarter profit growth

Aptiv PLC (APTV) is down 15.7% today. Here is some analysis on what might have caused this price movement. ([s21.q4cdn.com](https://s21.q4cdn.com/440699111/files/doc_financials/2026/q2/Aptiv-Reports-Second-Quarter-2026-Financial-Results-2026.pdf))

Analysis: The most likely driver is a cut to Aptiv’s full-year 2026 guidance, even though second-quarter revenue, margins, and adjusted earnings improved year over year. Management pointed to customer mix headwinds, especially tied to China, weighing on expected second-half revenue growth, which appears to have outweighed the quarter’s otherwise solid operating performance. ([s21.q4cdn.com](https://s21.q4cdn.com/440699111/files/doc_financials/2026/q2/Aptiv-Reports-Second-Quarter-2026-Financial-Results-2026.pdf))

Details:

Aptiv reported second-quarter 2026 revenue of $3.3 billion, up 2%, with adjusted EBITDA rising to $613 million and adjusted EPS increasing to $1.63 from $1.31 a year earlier. ([s21.q4cdn.com](https://s21.q4cdn.com/440699111/files/doc_financials/2026/q2/Aptiv-Reports-Second-Quarter-2026-Financial-Results-2026.pdf))

The company lowered its full-year 2026 outlook versus the guidance it gave in May, trimming the sales range to $12.6 billion-$12.8 billion from $12.8 billion-$13.2 billion and narrowing adjusted EPS to $5.60-$5.80 from $5.70-$6.10. ([s21.q4cdn.com](https://s21.q4cdn.com/440699111/files/doc_financials/2026/q2/Aptiv-Reports-Second-Quarter-2026-Financial-Results-2026.pdf))

Presentation materials said customer mix headwinds, primarily related to China, are weighing on second-half 2026 revenue growth and led to the guidance reduction. ([s21.q4cdn.com](https://s21.q4cdn.com/440699111/files/doc_earnings/2026/q2/presentation/Aptiv-Q2-2026-Earnings-Presentation.pdf))

Cash generation was also soft, with second-quarter free cash flow of $12 million and year-to-date free cash flow negative $196 million, which may have added to investor caution. ([s21.q4cdn.com](https://s21.q4cdn.com/440699111/files/doc_financials/2026/q2/Aptiv-Reports-Second-Quarter-2026-Financial-Results-2026.pdf))

Sources:

Aptiv Investor Relations, SEC, Benzinga

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$APTV Insider Trading Activity

$APTV insiders have traded $APTV stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $APTV stock by insiders over the last 6 months:

OBED D. LOUISSAINT (EVP & Chief People Officer) sold 3,000 shares for an estimated $208,799
KATHERINE H RAMUNDO (EVP, CLO, CCO & Secretary) sold 2,000 shares for an estimated $156,600

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$APTV Hedge Fund Activity

We have seen 326 institutional investors add shares of $APTV stock to their portfolio, and 355 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added 6,647,227 shares (+785.3%) to their portfolio in Q2 2026, for an estimated $408,006,793
PERPETUAL LTD added 2,388,918 shares (+inf%) to their portfolio in Q2 2026, for an estimated $146,631,786
ALLIANCEBERNSTEIN L.P. removed 1,615,544 shares (-86.8%) from their portfolio in Q1 2026, for an estimated $112,183,375
BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. added 1,300,438 shares (+2617.2%) to their portfolio in Q1 2026, for an estimated $90,302,414
SLATE PATH CAPITAL LP removed 896,277 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $62,237,474
BANK OF MONTREAL /CAN/ added 832,693 shares (+349.8%) to their portfolio in Q1 2026, for an estimated $57,822,201
BARROW HANLEY MEWHINNEY & STRAUSS LLC added 809,034 shares (+18.4%) to their portfolio in Q1 2026, for an estimated $56,179,320

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$APTV Government Contracts

We have seen $75,972 of award payments to $APTV over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

8511679906!ADAPTER: $6,160

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$APTV Price Targets

Multiple analysts have issued price targets for $APTV recently. We have seen 10 analysts offer price targets for $APTV in the last 6 months, with a median target of $80.5.

Here are some recent targets:

Edison Yu from Deutsche Bank set a target price of $75.0 on 07/07/2026
Colin Langan from Wells Fargo set a target price of $77.0 on 06/25/2026
Michael Ward from Citigroup set a target price of $77.0 on 05/19/2026
Ryan Brinkman from JP Morgan set a target price of $84.0 on 05/14/2026
Dan Levy from Barclays set a target price of $73.0 on 05/07/2026
Itay Michaeli from TD Cowen set a target price of $90.0 on 04/15/2026
James Picariello from BNP Paribas set a target price of $83.0 on 04/14/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.