Aptiv PLC reported its financial results for the third quarter of 2026, filing an -K with the SEC on November 3, 2026. The company reported U.S. GAAP revenue of $3.2 billion for the quarter, representing a 2% increase from the prior year period. Adjusted for currency exchange, commodity movements, and the spin-off of its Electrical Distribution Systems (EDS) business, revenue increased by 2%.
Geographically, the company reported growth of 5% in North America and 5% in Asia Pacific, with growth of 1% in China. South America also saw growth of 3%, while EMEA declined by 5%.
For the nine months ended September 30, 2026, U.S. GAAP revenue totaled $9.5 billion, a 2% increase year-over-year. Adjusted revenue growth for the year-to-date period was 1%.
On the income statement, Aptiv reported U.S. GAAP net income from continuing operations of $194 million for the third quarter, or $0.94 per diluted share. This compares to a net loss of $488 million, or $2.24 per share, in the prior year period, which included a non-cash goodwill impairment charge of $648 million. Adjusted net income for the third quarter was $292 million, or $1.42 per diluted share.
Adjusted EBITDA for the third quarter was $567 million, with a margin of 17.7%. The company reported Free Cash Flow of $194 million for the quarter.
In terms of capital allocation, Aptiv repurchased and retired 4.7 million shares for $233 million during the third quarter. The company also provided guidance for the fourth quarter and full year 2026, projecting full year U.S. GAAP diluted net income per share from continuing operations between $3.95 and $4.15 and adjusted net income per share between $5.60 and $5.80.
