Aptiv Raises 2025 Outlook, Details Regional Results

Aptiv PLC reported second-quarter 2025 adjusted earnings of $2.12 per share, up 34% year over year and surpassing consensus estimates by over 18%. Revenue grew 3% to $5.21 billion, exceeding forecasts and driven by strong demand for advanced automotive technology despite U.S. tariffs and higher costs. The company raised its full-year 2025 adjusted earnings guidance to $7.30–$7.60 per share and projected annual revenue of $20–$20.3 billion. Revenue growth was strongest in North and South America, while Europe saw a slight decline and China posted a minor dip within a 4% increase for Asia overall. Aptiv's stock has gained about 10.3% so far this year, outperforming the S&P 500. Management remains optimistic due to robust demand and cost controls, though challenges such as tariffs and slowing global EV demand persist.