Aptiv Reports Q3 2026 Results: Revenue of $3.2 Billion, Automotive Business Down 1% YoY

On November 4, Aptiv released its financial results for the third quarter of 2026. During the reporting period, the company achieved revenue of US$3.2 billion, up 2% year-on-year; net profit from continuing operations was US$194 million, and adjusted EBITDA was US$567 million. At the earnings call in the early hours of November 4, Aptiv disclosed that third-quarter automotive business revenue fell 1% year-on-year, while non-automotive business grew 11%. By segment, the Intelligent Systems division generated revenue of US$1.402 billion, down 3% year-on-year. Among this, automotive-related revenue fell 4%, and software and services revenue fell 11%; the Engineered Components division generated revenue of US$1.835 billion, up 7% year-on-year, with automotive-related revenue up 2%. In terms of regional markets, revenue in North America grew 5%, Europe fell 5%, and China grew 1%, with the Intelligent Systems business achieving growth for the second consecutive quarter. Aptiv said at the earnings call that it recently won a new advanced driver assistance system (ADAS) customer order, which will replace a competitor's existing vision, parking and surround-view systems with an integrated platform, and the related revenue contribution is expected to become more evident in 2028. In the first three quarters of 2026, Aptiv's cumulative revenue reached US$9.5 billion, up 2% year-on-year. The company is expanding into non-automotive markets such as data centers and robotics.