Aptiv (APTV) Q3 2025 10-Q Quarterly Report

Filed: Oct 30, 2025Period ending Sep 30, 2025
Industrials
Motor Vehicle Parts & AccessoriesSEC EDGAR

Aptiv (APTV) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Oct 30, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

Aptiv Q3 2025 10-Q Analysis

Management Discussion & Analysis

  • Revenue $5.21B Q3 2025, up 7% vs $4.85B Q3 2024; $15.25B YTD 2025, up 3% vs $14.81B YTD 2024
  • Gross margin 19.5% Q3 2025 vs 18.6% Q3 2024; 19.3% YTD 2025 vs 18.6% YTD 2024; SG&A 8.3% Q3 2025 vs 6.8% Q3 2024
  • Best segment: Engineered Components Group sales $1.71B Q3 (+8.3%), gross margin 26.4%; Worst: Electrical Distribution Systems margin 12.9% Q3 vs 10.7% prior year
  • Cash $1.64B, net debt $6.0B, available liquidity $4.17B at Q3 end; operating cash flow $1.37B YTD, share repurchases $96M Q3 plus $44M post-quarter
  • Management pursuing Electrical Distribution Systems spin-off by March 2026; increased restructuring and separation costs impacting profitability near-term

Risk Factors

  • No new risk factors added since 10-K for year ended December 31, 2024
  • Carried-forward risk: global supply chain disruptions impacting production timelines
  • Carried-forward risk: evolving automotive safety regulations affecting product development costs
  • Carried-forward risk: semiconductor shortage causing component procurement delays
  • Carried-forward financial risk: exposure to foreign currency fluctuations in key markets

Aptiv Q3 2025 Quarterly Financials
XBRL

Revenue

$5.2B

+7.4% YoY +0.1% QoQ

Net Income

-$355M

-197.8% YoY -190.3% QoQ

Operating Margin

-3.4%

-1372bp YoY -1269bp QoQ

Net Margin

-6.8%

-1429bp YoY -1436bp QoQ

ROE

-3.8%

Total Assets

$23.5B

EPS (Diluted)

$-1.58

-203.9% YoY -190.3% QoQ

Operating Cash Flow

$584M

+17.0% YoY +14.5% QoQ

Source: XBRL data from Aptiv Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

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