Aptiv (APTV) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Mon, February 2, 2026 astatine 9:14 AM CST 42 min read

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Monday, Feb. 2, 2026 astatine 8 a.m. ET

• Chairman and Chief Executive Officer — Kevin Clark

• Chief Financial Officer — Varun Laroyia

• Designated CEO, Versagen — Joe Liatine

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Kevin Clark: Thanks, Betsy, and thanks, everyone, for joining america this morning. Starting connected Slide three, we capped disconnected 2025 with different coagulated 4th successful which we seamlessly navigated ongoing changes successful the macro environment. Our resilient operating model, which leverages our industry-leading engineering innovation, integrated planetary proviso concatenation and manufacturing footprint, and best-in-class commercialized capabilities, enables america to execute flawlessly successful this dynamic environment.

As we discussed astatine our caller Investor Day, we've been successfully leveraging our merchandise portfolio and operating exemplary to penetrate non-automotive markets, wherever the shared secular trends of automation, electrification, and digitalization are aligning lawsuit needs for mission-critical applications crossed automotive, telecom, industrials, and different markets. Our momentum continued during the 4th fourth crossed each segments, arsenic reflected by our concern announcements with 2 robotics companies, Robust AI and Vecna Robotics, spanning sensing, compute, and bundle successful intelligent systems. The motorboat of our modular connector series, developed jointly by our automotive and aerospace teams, and engineered components for aggregate end-market applications, and a caller concern grant for vigor retention and absorption electrical organisation systems.

Overall, we posted beardown bookings successful the quarter, validating lawsuit assurance successful our operating exemplary crossed some geographic regions and extremity markets. During the quarter, we finalized the enactment squad for our electrical organisation systems business, which remains connected way to rotation retired arsenic Versagen connected April 1, nether the enactment of Joe Liatine, who you'll perceive from successful a moment. We're assured that Versagen is well-positioned to present continued worth to their customers and make worth for their shareholders.

Turning to our fiscal highlights, we reported grounds 4th fourth gross of $5.2 billion, an summation of 3%, reflecting spot crossed aggregate areas of our business. Adjusted operating income totaled $607 cardinal arsenic flow-through connected measurement maturation and beardown operating show helped offset stronger than anticipated headwinds from FX and commodities. Combined with little nett involvement disbursal and a little stock count, net per stock totaled $1.86. Lastly, we generated $818 cardinal of operating currency flow, much than fractional of which we deployed towards stock repurchases and indebtedness reduction. Varun volition sermon each of these successful much item a spot later.