Aptiv PLC
APTV · Motor Vehicle Parts & Accessories · 211.6M shares · +2%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: $283M (gross $398M, SBC $115M)
Reference price $69.60 · est. market cap ~$14.7B — last insider sale, 2026-06-15 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C62Large global auto-parts supplier whose 2025 returns were depressed by a $648M goodwill impairment and weak margins.
Strengths
- Strong liquidity (cash 100th pct) and OCF margin 76.7th pct; operating margin 58.6th
- Diversified OEM relationships, sticky platform awards and Separation optionality
Risks
- Net margin 0.8% (30th), ROE 1.8% (36th), ROA 38th — well below average this year
- $648M goodwill impairment, cyclical auto demand, tariff/production volatility
- Thin 4.7% gross margin (9.4th pct) and contractual price-down pressure from OEMs
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Customer concentration~50% of revenue from one customer/distributor — The Company’s material cost of sales was approximately 50% of net sales for both the years ended December 31, 2025 and 2024
- Strong balance sheetStrong balance sheet — $1.9B cash & investments
- Insider buyingInsider buying — 1 open-market buy(s) by 1 insider(s) (~$352,153, last 6mo) Form 4 ↗
- Insider sellingInsider selling — 3 open-market sale(s) by 2 insider(s) (cluster of 2 insiders, ~$790,400, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
19.1%
Operating margin
5.8%
Net margin
0.8%
Return on equity
1.8%
Return on assets
0.7%
ROIC
5.6%
Revenue growth (QoQ)
-1.3%
Net-income growth
-90.8%
Debt / equity
0.8×
Net debt / EBITDA
2.6×
Interest coverage
3.3×
Current ratio
1.7×
EBITDA
$2.2B
Tangible book value
$2.6B
Cash & investments
$1.9B
Stock comp / revenue
0.7%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-15 | Louissaint Obed D. | Sell | 3.0K | $69.60 |
| 2026-06-03 | Ramundo Katherine H | Sell | 2.0K | $78.30 |
| 2026-05-08 | Agnevall Hakan | Buy | 6.1K | $57.73 |
| 2026-04-29 | Agnevall Hakan | Grant | 3.1K | — |
| 2026-04-29 | Pinczuk Ana G. | Grant | 3.1K | — |
| 2026-04-29 | Parris Colin J. | Grant | 3.3K | — |
| 2026-04-29 | Ortberg Robert Kelly | Grant | 3.1K | — |
| 2026-04-29 | MEISTER PAUL M | Grant | 6.3K | — |
| 2026-04-29 | Mahoney Sean O | Grant | 3.3K | — |
| 2026-04-29 | Janow Merit E | Grant | 3.1K | — |
| 2026-04-29 | Jakkal Vasumati P. | Grant | 4.1K | — |
| 2026-04-29 | HOOLEY JOSEPH L | Grant | 5.6K | — |
| 2026-04-29 | COOPER NANCY E | Grant | 3.4K | — |
| 2026-04-28 | Janow Merit E | Tax withheld | 287 | $59.12 |
| 2026-04-28 | COOPER NANCY E | Tax withheld | 316 | $59.12 |
| 2026-04-28 | Parris Colin J. | Tax withheld | 306 | $59.12 |
| 2026-04-28 | Jakkal Vasumati P. | Tax withheld | 383 | $59.12 |
| 2026-04-28 | Ortberg Robert Kelly | Tax withheld | 287 | $59.12 |
| 2026-04-28 | Pinczuk Ana G. | Tax withheld | 287 | $59.12 |
| 2026-04-28 | MEISTER PAUL M | Tax withheld | 590 | $59.12 |
| 2026-04-28 | HOOLEY JOSEPH L | Tax withheld | 518 | $59.12 |
| 2026-04-28 | Mahoney Sean O | Tax withheld | 408 | $59.12 |
| 2026-04-28 | Agnevall Hakan | Tax withheld | 271 | $59.12 |
| 2026-04-22 | Ramundo Katherine H | Grant | 28K | — |
| 2026-04-22 | Ramundo Katherine H | Grant | 19K | — |
| 2026-04-22 | Massaro Joseph R | Grant | 42K | — |
| 2026-04-22 | Massaro Joseph R | Grant | 63K | — |
| 2026-04-22 | Louissaint Obed D. | Grant | 23K | — |
| 2026-04-22 | Louissaint Obed D. | Grant | 34K | — |
| 2026-04-22 | Laroyia Varun | Grant | 29K | — |
| 2026-04-22 | Laroyia Varun | Grant | 43K | — |
| 2026-04-22 | CLARK KEVIN P | Grant | 97K | — |
| 2026-04-22 | CLARK KEVIN P | Grant | 146K | — |
| 2026-04-22 | Brazier Allan J | Grant | 6.0K | — |
| 2026-04-22 | Brazier Allan J | Grant | 9.1K | — |
| 2026-04-01 | Aptiv PLC | Other | 70.9M | — |
| 2026-03-03 | CLARK KEVIN P | Gift | 84K | — |
| 2026-02-28 | Massaro Joseph R | Tax withheld | 32K | $73.54 |
| 2026-02-28 | Khan Javed A | Tax withheld | 5.9K | $73.54 |
| 2026-02-28 | Louissaint Obed D. | Grant | 7.2K | — |
| 2026-02-28 | Louissaint Obed D. | Tax withheld | 17K | $73.54 |
| 2026-02-28 | Ramundo Katherine H | Grant | 5.5K | — |
| 2026-02-28 | Ramundo Katherine H | Tax withheld | 13K | $73.54 |
| 2026-02-28 | Brazier Allan J | Grant | 1.4K | — |
| 2026-02-28 | Brazier Allan J | Tax withheld | 3.4K | $73.54 |
| 2026-02-28 | Laroyia Varun | Tax withheld | 8.6K | $73.54 |
| 2026-02-28 | Liotine Joseph T. | Tax withheld | 5.3K | $73.54 |
| 2026-02-28 | CLARK KEVIN P | Grant | 31K | — |
| 2026-02-28 | CLARK KEVIN P | Tax withheld | 80K | $73.54 |
| 2026-02-28 | Massaro Joseph R | Grant | 14K | — |
| 2026-01-08 | Ramundo Katherine H | Sell | 5.0K | $85.00 |
| 2025-12-12 | Laroyia Varun | Sell | 5.0K | $80.05 |
| 2025-12-12 | CLARK KEVIN P | Gift | 25K | — |
| 2025-12-12 | Agnevall Hakan | Buy | 3.7K | $80.25 |
| 2025-12-10 | Agnevall Hakan | Grant | 955 | — |
| 2025-12-05 | Mahoney Sean O | Sell | 7.9K | $76.60 |
| 2025-12-04 | Laroyia Varun | Sell | 14K | $77.88 |
| 2025-11-14 | Laroyia Varun | Tax withheld | 12K | $78.91 |
| 2025-11-12 | Mahoney Sean O | Gift | 310 | — |
| 2025-11-10 | Ramundo Katherine H | Sell | 13K | $84.00 |
| 2025-10-01 | Khan Javed A | Tax withheld | 14K | $87.10 |
| 2025-10-01 | Louissaint Obed D. | Tax withheld | 11K | $87.10 |
| 2025-09-18 | Brazier Allan J | Sell | 1.0K | $85.00 |
| 2025-08-26 | Louissaint Obed D. | Sell | 3.0K | $80.00 |
| 2025-08-26 | Brazier Allan J | Sell | 6.5K | $80.00 |
| 2025-08-21 | Massaro Joseph R | Sell | 35K | $74.36 |
| 2025-08-18 | Louissaint Obed D. | Sell | 1.5K | $75.00 |
| 2025-08-12 | Louissaint Obed D. | Sell | 1.5K | $70.00 |
| 2025-08-08 | Louissaint Obed D. | Sell | 1.5K | $65.66 |
| 2025-08-08 | Louissaint Obed D. | Sell | 1.5K | $65.66 |
| 2025-06-21 | Liotine Joseph T. | Tax withheld | 8.8K | $67.05 |
| 2025-05-14 | MEISTER PAUL M | Gift | 19K | — |
| 2025-05-14 | Brazier Allan J | Grant | 16K | — |
| 2025-04-23 | Mahoney Sean O | Grant | 3.6K | — |
| 2025-04-23 | MEISTER PAUL M | Grant | 6.9K | — |
| 2025-04-23 | HOOLEY JOSEPH L | Grant | 6.1K | — |
| 2025-04-23 | Parris Colin J. | Grant | 3.6K | — |
| 2025-04-23 | Janow Merit E | Grant | 3.4K | — |
| 2025-04-23 | Ortberg Robert Kelly | Grant | 3.4K | — |
| 2025-04-23 | COOPER NANCY E | Grant | 3.7K | — |
| 2025-04-23 | Jakkal Vasumati P. | Grant | 4.5K | — |
| 2025-04-23 | Pinczuk Ana G. | Grant | 3.4K | — |
| 2025-04-22 | HOOLEY JOSEPH L | Tax withheld | 195 | $52.28 |
| 2025-04-22 | Parris Colin J. | Tax withheld | 112 | $52.28 |
| 2025-04-22 | MEISTER PAUL M | Tax withheld | 231 | $52.28 |
| 2025-04-22 | Ortberg Robert Kelly | Tax withheld | 105 | $52.28 |
| 2025-04-22 | Mahoney Sean O | Tax withheld | 112 | $52.28 |
| 2025-04-22 | Pinczuk Ana G. | Tax withheld | 180 | $52.28 |
| 2025-04-22 | Janow Merit E | Tax withheld | 105 | $52.28 |
| 2025-04-22 | COOPER NANCY E | Tax withheld | 116 | $52.28 |
| 2025-04-22 | Jakkal Vasumati P. | Tax withheld | 142 | $52.28 |
| 2025-03-11 | CLARK KEVIN P | Gift | 44K | — |
| 2025-03-10 | Lyon Benjamin | Sell | 15K | $65.50 |
| 2025-02-28 | Khan Javed A | Grant | 25K | — |
| 2025-02-28 | Khan Javed A | Grant | 43K | — |
| 2025-02-28 | Massaro Joseph R | Disposition | 8.0K | — |
| 2025-02-28 | Massaro Joseph R | Tax withheld | 16K | $65.12 |
| 2025-02-28 | Massaro Joseph R | Grant | 38K | — |
| 2025-02-28 | Massaro Joseph R | Grant | 80K | — |
| 2025-02-28 | Ramundo Katherine H | Disposition | 2.9K | — |
| 2025-02-28 | Ramundo Katherine H | Tax withheld | 9.1K | $65.12 |
| 2025-02-28 | Ramundo Katherine H | Grant | 17K | — |
| 2025-02-28 | Ramundo Katherine H | Grant | 36K | — |
| 2025-02-28 | Louissaint Obed D. | Tax withheld | 3.2K | $65.12 |
| 2025-02-28 | Louissaint Obed D. | Grant | 20K | — |
| 2025-02-28 | Louissaint Obed D. | Grant | 46K | — |
| 2025-02-28 | Liotine Joseph T. | Tax withheld | 3.4K | $65.12 |
| 2025-02-28 | Liotine Joseph T. | Grant | 26K | — |
| 2025-02-28 | Liotine Joseph T. | Grant | 39K | — |
| 2025-02-28 | Lyon Benjamin | Tax withheld | 21K | $65.12 |
| 2025-02-28 | Lyon Benjamin | Grant | 19K | — |
| 2025-02-28 | Lyon Benjamin | Grant | 47K | — |
| 2025-02-28 | Laroyia Varun | Tax withheld | 4.3K | $65.12 |
| 2025-02-28 | Laroyia Varun | Grant | 24K | — |
| 2025-02-28 | Laroyia Varun | Grant | 36K | — |
| 2025-02-28 | CLARK KEVIN P | Disposition | 20K | — |
| 2025-02-28 | CLARK KEVIN P | Tax withheld | 40K | $65.12 |
| 2025-02-28 | CLARK KEVIN P | Grant | 87K | — |
| 2025-02-28 | CLARK KEVIN P | Grant | 131K | — |
| 2025-02-28 | Brazier Allan J | Disposition | 961 | — |
| 2025-02-28 | Brazier Allan J | Tax withheld | 1.2K | $65.12 |
| 2025-02-28 | Brazier Allan J | Grant | 4.2K | — |
| 2025-02-28 | Brazier Allan J | Grant | 8.6K | — |
| 2025-02-28 | Khan Javed A | Tax withheld | 3.9K | $65.12 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-05 | 2026-05-05 | 0001521332-26-000044 ↗ |
| 10-Q | 2026-05-05 | 2026-03-31 | 0001521332-26-000048 ↗ |
| 8-K | 2026-04-30 | 2026-04-29 | 0001521332-26-000039 ↗ |
| 8-K/A | 2026-04-06 | 2026-04-01 | 0001521332-26-000037 ↗ |
| 8-K | 2026-04-06 | 2026-04-06 | 0000950103-26-005345 ↗ |
| 8-K | 2026-04-01 | 2026-03-30 | 0001193125-26-138225 ↗ |
| 8-K | 2026-03-20 | 2026-03-20 | 0000950103-26-004474 ↗ |
| 8-K | 2026-03-16 | 2026-03-13 | 0001521332-26-000032 ↗ |
| 8-K | 2026-03-06 | 2026-03-06 | 0000950103-26-003376 ↗ |
| 8-K | 2026-03-06 | 2026-03-06 | 0001521332-26-000024 ↗ |
| 8-K | 2026-03-05 | 2026-03-04 | 0000950103-26-003254 ↗ |
| 8-K | 2026-03-05 | 2026-03-05 | 0001521332-26-000022 ↗ |