Aptiv Gears Up to Report Q4 Earnings: What's in the Offing?
Aptiv PLC APTV is set to report its fourth-quarter 2025 results on Feb. 2, before the bell.The company’s earnings surprise history has been impressive. It surpassed the Zacks Consensus Estimate in each of the trailing four quarters, delivering an earnings surprise of 13.2% on average.Q4 Expectations for APTVThe Zacks Consensus Estimate for revenues in the to-be-reported quarter is pegged at $5.08 billion, indicating an increase of 3.5% year over year. The top line is likely to have increased, mainly due to growing demand for vehicle production in North America and China.The consensus estimate for Electrical Distribution revenues and adjusted operating income is pegged at $2.1 billion and $161.49 million, respectively, driven by the rising demand for recently launched incremental content on a major SUV platform of North American and Chinese original equipment manufacturers (OEMs).The consensus estimate for Engineered Components' revenues is pegged at $1.6 billion, with adjusted operating income being $285.25 million. Recent launches of high-speed connector assemblies for an electric midsize SUV for a global OEM, high-voltage solutions such as connectors for an electric vehicle platform with a Japanese OEM and an electrical center for Voyah, Dongfeng's luxury electric vehicle brand, are anticipated to have contributed to fourth-quarter revenues in this segment.The consensus mark for Advanced Safety & User Experience revenues and adjusted operating income is pegged at $1.4 billion and $174.86 million, indicating a 4.1% year-over-year increase and a 9.4% year-over-year decline, respectively. The launch of new programs and continued strong growth of Wind River, Aptiv’s subsidiary that provides critical software for intelligent edge systems, are likely to have contributed to the segment’s revenue growth, partially offsetting the weakness of the ongoing issues related to the roll-off of a legacy infotainment program and the cancellation of certain programs with two Chinese local OEMs. Additionally, the recently launched new Gen 8 radar product and high-performance cockpit controller for Mahindra's BE6 and XEV 9e electric SUVs are expected to have played a role in driving demand in the fourth quarter.The consensus estimate for earnings is pegged at $1.82 per share, indicating year-over-year growth of 4%. We expect increasing collective operating income to have benefited the bottom line in the quarter.Aptiv PLC Price and EPS Surprise Aptiv PLC price-eps-surprise | Aptiv PLC QuoteWhat Our Model SaysOur proven model predicts a likely earnings beat for APTV this time around. A positive Earnings ESP combined with a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.APTV has an Earnings ESP of +5.99% and currently carries a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.Other Stocks to ConsiderHere are a few stocks from the broader Auto-Tires-Trucks sector, which, according to our model, also have the right combination of elements to beat on earnings this season.Autoliv ALV has an Earnings ESP of +3.63% and a Zacks Rank of 3. The company is scheduled to declare its fourth-quarter 2025 results on Jan. 30.The Zacks Consensus Estimate for ALV’s fourth-quarter 2025 revenues is pegged at $2.76 billion, indicating year-over-year growth of 5.3%. For earnings, the consensus mark is pegged at $2.85 per share, implying a 6.6% decline from the year-ago quarter’s actual. Autoliv beat the consensus estimate in each of the trailing four quarters, with the average earnings surprise being 12.5%.Adient ADNT has an Earnings ESP of +1.47% and a Zacks Rank of 3. The company is scheduled to declare its fourth-quarter 2025 results on Feb. 4.The Zacks Consensus Estimate for ADNT’s first-quarter fiscal 2026 revenues is pegged at $3.48 billion, indicating a year-over-year decline. The consensus estimate for earnings is pegged at 20 cents per share, implying a year-over-year decline of 26%. Adient beat the consensus estimate in two of the last four reported quarters and missed twice, with the average earnings surprise being 23.6%.Quantum Computing Stocks Set To SoarArtificial intelligence has already reshaped the investment landscape, and its convergence with quantum computing could lead to the most significant wealth-building opportunities of our time.Today, you have a chance to position your portfolio at the forefront of this technological revolution. In our urgent special report, Beyond AI: The Quantum Leap in Computing Power, you'll discover the little-known stocks we believe will win the quantum computing race and deliver massive gains to early investors.Access the Report Free Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Autoliv, Inc. (ALV): Free Stock Analysis Report Adient (ADNT): Free Stock Analysis Report Aptiv PLC (APTV): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks
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