Aptiv PLC (APTV) earnings on August 4, 2026

Before the market opens Q2 2026

More Aptiv PLC earnings

Prior outlook: Optimistic Outcome: Missed

APTV shares fell sharply after earnings, dropping as much as 18% during the day and closing down about 16%.

APTV price around the earnings

47.72

Change: -16.6%

2026-08-04, 20:00 UTC

Start of the measured window End of the measured window
46.49 50.16 53.83 57.50 57.23
Price series around the eventClosing price per minute from before the event to the end of the measured window.
August 4, 2026
  • Price: green if it ends above the starting price; red if it ends below
  • Start of the measured window
  • End of the measured window
  • Market open
  • Starting price
Price series around the event

Prior thesis

Prior outlook: Optimistic Outcome: Missed

Thesis published
Results released

Optimistic outlook, possible rebound after drop

Experts see a strong setup: analysts are very positive with a high price target and the company has beaten earnings expectations in recent quarters. However, the stock has been falling recently, which some see as a scenario for a rebound if results stay strong.

Context analyzed before publication

Summary
Optimistic outlook, possible rebound after drop
Playbook
The stock has dropped recently, but analysts' price targets are well above the current price. Historically, such setups have led to price recoveries when earnings come in strong.
Trend
Analyst confidence stable, trend strength still negative

Analysts

Drivers

  • Analysts Positive

    Analysts rate the stock a 'strong buy' with an average price target of $78, citing a price target about 36% above the current price.

Evidence

Analyst consensus
Strong buy
Consensus average (1-5)
1.45
Analysts covering the stock
18
Average price target
77.67
Lowest price target
65
Highest price target
94
Upside to price target
35.7%
Revenue growth
5.4%
Forward EPS
6.76
Trailing EPS
1.68
Analyst moves in the last 60 days
4
  • Strong buy: 7
  • Buy: 12
  • Hold: 1
  • Sell: 0
  • Strong sell: 0
Strong buy
7
Buy
12
Hold
1
Sell
0
Strong sell
0
  • July 13, 2026 · RBC Capital: Maintains rating (Outperform → Outperform)
  • July 10, 2026 · JP Morgan: Maintains rating (Overweight → Overweight)
  • July 7, 2026 · Deutsche Bank: Maintains rating (Buy → Buy)
  • June 25, 2026 · Wells Fargo: Maintains rating (Overweight → Overweight)

News and sentiment

Evidence

Sentiment
Sentiment
Constructive
Mention volume
High
Normalized volume
99%
News
Sources (4)

Technicals

Drivers

  • Technical Negative

    The stock's trend is currently negative, with a 14-day drop of 0.1% and a 30-day drop of 2.8%, and it's underperforming the broader market.

Evidence

Price when the context was analyzed
57.26
Average true range (ATR)
3.2%
Distance to 52-week high
-36.3%
14-day change (14d)
-0.1%
30-day change (32d)
-2.8%
30-day relative strength
-4.5%
SPY change (32d)
+1.7%
Nearest support
57.19
Distance to nearest support
0.1%
Nearest resistance
57.79
Distance to nearest resistance
0.9%
Volume accumulation ratio (14d / 46d)
0.7
  • Mid: 57.19 (0.1% away, 0.04 ATR, 10 touches)
  • Mid: 56.84 (0.7% away, 0.23 ATR, 16 touches)
  • Major: 56.47 (1.4% away, 0.43 ATR, 27 touches)
  • Major: 57.79 (0.9% away, 0.29 ATR, 34 touches)
  • Major: 58.18 (1.6% away, 0.5 ATR, 46 touches)
  • Major: 58.81 (2.7% away, 0.84 ATR, 37 touches)

Trends

Evidence

Average earnings surprise
+10.7%
  • May 5, 2026: actual EPS 1.71 vs estimate 1.58 (surprise +7.9%)
  • February 2, 2026: actual EPS 1.86 vs estimate 1.86 (surprise +0.2%)
  • October 30, 2025: actual EPS 2.17 vs estimate 1.83 (surprise +18.8%)
  • July 31, 2025: actual EPS 2.12 vs estimate 1.83 (surprise +15.8%)

Expected move

Drivers

  • Past earnings Positive

    The company has beaten earnings expectations in every one of the last four quarters, with an average surprise of about 11%.

Implied move
+2.9%
Source
Options chain

Reactions over its last 20 earnings

Median move
4.8%
75th percentile move
7.8%
90th percentile move
10.4%
Up / down moves
8 / 12
Average up move
+4.7%
Average down move
-6.6%

Monitoring and close

What Aptiv PLC reported

Status
Finished
Actual EPS1.63
EPS estimate1.43
EPS surprise+14.0%
Revenue$3,274 million
Revenue estimate$3,316 million
Revenue surprise-1.3%

Aptiv beat Q2 earnings but sales missed. Pessimistic guidance for 2026 and Q3. Secured $5 billion in new business despite China headwinds. Stock among worst performers.

Sources (17)

Pre-market second reading after the results

Verdict
Beat expectations

Heading into the open, results beat expectations on earnings but not on revenue, and the price is indicating -10.3% pre-market, a move above the stock's usual reaction (about 5%). The figures overturn the prior optimistic scenario. In the 429 similar cases in our market history, the close held that direction 94% of the time.

How the stock reacted

Outcome
Missed
Consolidated
-16.6%
Max favorable move (MFE)
0%
Max adverse move (MAE)
18.9%