Aptiv PLC raised its full-year earnings forecast on Thursday, supported by steady demand for its advanced driver-assistance systems and infotainment technologies.
The company reported stronger-than-anticipated vehicle production in the first half of the year, helping to offset headwinds from U.S. trade tariffs and elevated input costs.
The Dublin-based automotive supplier now projects adjusted earnings per share (EPS) between $7.30 and $7.60 for 2025, surpassing analyst expectations of $7.23, according to LSEG data. The improved outlook lifted Aptiv’s U.S.-listed shares by 1.5% in early trading.
In the second quarter, Aptiv posted adjusted EPS of $2.12, exceeding the $1.84 estimate. Revenue rose 3% year-on-year to $5.2 billion, also beating the consensus forecast of $5.09 billion. The company attributed the increase in vehicle production in part to consumer demand accelerating ahead of potential price hikes.
While demand remains robust, Aptiv noted that broader industry uncertainties persist, particularly around trade policies and consumer sentiment in the latter half of the year.
Despite global electric vehicle sales showing signs of slowing, Aptiv continues to see consistent interest from major automotive clients, including General Motors, Ford, Volkswagen, and BMW.