Aptiv 3Q 2026: Revenue $3.2B, Net income $194M, EPS $0.94— 10-Q Summary

What happened

Aptiv reported third-quarter 2026 revenue of $3.2 billion, up 2.3% from a year earlier, and net income of $194 million, compared with a $352 million loss. Diluted earnings per share were $0.94, versus a loss of $1.63 per share.

Confirmed

Global impact / market context

The return to net income alongside modest sales growth shows that Aptiv’s earnings improved more sharply than revenue. Its manufacturing shift and cost adjustments could support profits, while delayed customer investment and tariff uncertainty may constrain sales or raise costs.

Analyst inference

Business results were mixed: Engineered Components sales rose 7%, while Intelligent Systems sales fell 3%. Aptiv also completed the Electrical Distribution Systems spin-off, creating Versigent, so the reported business reflects a company operating without that division.

Confirmed

What to watch

1. Watch whether revenue growth continues beyond the reported 2.3% year-over-year increase; sustained growth would indicate that stronger sales are contributing alongside any cost savings. Analyst inference
2. Track whether manufacturing moves, automation, and capacity adjustments reduce operating costs; the company described these actions, but the article gives no quantified savings or timetable. Analyst inference
3. Watch for updates on OEM investment delays and tariff uncertainty, which could affect customer demand and production costs, as well as sales trends in both business segments. Analyst inference

Evidence

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