Slide 1: Second Quarter 2026 Earnings Call
August 4, 2026 APTIV Second Quarter 2026 Earnings Call
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation, as well as other statements made by Aptiv PLC (the “Company”), contain forward-looking statements that reflect, when made, the Company’s current views with respect to current events, certain investments and acquisitions and financial performance. Such fo
Slide 3: Key Messages on Q2 and FY-2026
Key Messages on Q2 and FY-2026 Solid financial results in Q2-2026, delivering 2% adjusted revenue growth1 and 10bps of EBITDA margin expansion Significant progress in diversifying business towards Non-Automotive markets, evidenced by revenue growth and recent commercial agreements Customer mix headw
Slide 4: Strategic Progress in Q2-2026
Strategic Progress in Q2-2026 Comprehensive product … and robust operating … translate into an … with additional value portfolio… model … attractive financial profile … creation via capital allocation • First commercial award of Gen 8 • ~$5B in new commercial awards • Sequential acceleration in • EP
Slide 5: Automotive Market Highlights
Automotive Market Highlights FOCUSED EXECUTION TO DRIVE SUSTAINED GROWTH ACROSS KEY TECH AREAS, OEMS, AND REGIONS STRATEGIC PRIORITIES & LAUNCHES AWARDS PROGRESS Program Launches: • Gen 8 Radar: Latest generation radar for Volvo Cars SW-defined architectures • Deliver sustainable revenue growth: • F
Slide 6: Non-Automotive Market Highlights
Non-Automotive Market Highlights CONTINUED MOMENTUM IN EXISTING MARKETS AND PROGRESS ACROSS NEW VERTICALS OF EDGE AI STRATEGIC PRIORITIES & LAUNCHES AWARDS PROGRESS Program Launches: Awards: • Expand presence organically across • Energy Storage: High-voltage connectors for • Robotics: AI/ML-powered
Slide 7: Robotics and Drones: High Potential New Markets
Robotics and Drones: High Potential New Markets APPLYING APTIV TECHNOLOGIES TOWARDS TWO ATTRACTIVE, HIGH GROWTH MARKETS Aptiv Total Addressable Market Outlined at 2025 CAGR – 2025-2030E OPPORTUNITY COMMERCIAL PROGRESS Investor Day • Target applications: • 3 partnerships announced: Robust.AI, Autonom
Slide 8: Q2-2026 vs. Q2-2025
Q2-2026 vs. Q2-2025 ACCELERATION IN REVENUE GROWTH AND CONTINUED EXECUTION TO DELIVER STRONG Q2 EBITDA Fav / (Unfav) – ($ Millions, except per share amounts) Q2-2026 vs. Pro Forma COMMENTS • Adj. revenue growth / vs. production by region: REVENUE $3,274 $67 NA = 10% / (0%); Europe = (8%) / (1%); ADJ
Slide 9: Q2-2026 Consolidated and Segment Recap
Q2-2026 Consolidated and Segment Recap STRONG NON-AUTO GROWTH ACROSS SEGMENTS; EXECUTION TO DELIVER CONSOLIDATED EBITDA GROWTH CONSOLIDATED APTIV INTELLIGENT SYSTEMS ENGINEERED COMPONENTS $ Millions $ Millions $ Millions % of Sales % of Sales % of Sales REVENUE EBITDA2 REVENUE EBITDA2 REVENUE EBITDA
Slide 10: FY-2026 and Q3-2026 Financial Guidance
FY-2026 and Q3-2026 Financial Guidance LOWERING GUIDANCE TO REFLECT PRODUCTION AND CUSTOMER MIX IN AUTO, LARGELY RELATED TO CHINA ($ Millions, except per share amounts) Q3-2026 FULL YEAR 2026 REVENUE $3,120 – $3,220 $12,600 – $12,800 ADJUSTED GROWTH1 1% 2% EBITDA2 $545 – $575 $2,310 – $2,370 EBITDA
Slide 11: FY-2026 Revenue Guidance – Supplemental Walks
FY-2026 Revenue Guidance – Supplemental Walks FY-26 REVENUE – PRIOR TO CURRENT GUIDE YoY ADJ. REVENUE GROWTH1 – H1-26 TO H2-26 $ Billions PRIOR GUIDE VERSUS CURRENT GUIDE Adjusted Revenue Growth – YoY % Europe OEMs 1.0% Local China OEMs 3.0% EU Program ~6.5% ($150M) China Programs 1.5% ~1% ($100M) (
Slide 12: Execution to Deliver Shareholder Value
Execution to Deliver Shareholder Value Continuing to navigate and remain flexible amid dynamic macroeconomic landscape and deliver value to customers with leading portfolio of performance- and cost-optimized solutions Demonstrating near-term progress in diversifying business across strategic focus a
Slide 13: Appendix
13 Q2-2026 Earnings | August 4, 2026 | Aptiv
Slide 14: YoY Revenue Growth Metrics
YoY Revenue Growth Metrics Q2-2026 Reported net sales % change 2% Less: foreign currency exchange and commodities -% Adjusted revenue growth 2% Q2-2026 Reported Revenue Growth 2% Engineered Components Reported Revenue Growth 4% Intelligent Systems Reported Revenue Growth -% Adjusted Revenue Growth 2
Slide 15: Non-US GAAP Financial Metrics: Adjusted EBITDA
Non-US GAAP Financial Metrics: Adjusted EBITDA Pro Forma ($ millions) Q2-2026 Q2-2025 Net income attributable to Aptiv 248 393 (Loss) income from discontinued operations, net of tax (50) 128 Income from continuing operations 298 265 Interest expense 62 92 Income tax expense 52 16 Net loss attributab
Slide 16: Non-US GAAP Financial Metrics: Adj. NI Per Share
Non-US GAAP Financial Metrics: Adj. NI Per Share Pro Forma ($ millions, except per share amounts) Q2-2026 Q2-2025 Net income attributable to Aptiv 248 393 (Loss) income from discontinued operations, net of tax (50) 128 Income from continuing operations 298 265 Adjusting items: Amortization 52 52 Res
Slide 17: Non-US GAAP Financial Metrics: Free Cash Flow
Non-US GAAP Financial Metrics: Free Cash Flow ($ millions) Q2-2026 Net cash provided by operating activities from continuing operations 137 Less: capital expenditures (125) Pro forma adjustment to continuing operations presentation (a) (45) Total Free Cash Flow (33) 1. Prepared at the estimated mid-
Slide 18: Non-US GAAP Financial Guidance Metrics: Adjusted EBITDA
Non-US GAAP Financial Guidance Metrics: Adjusted EBITDA ($ millions) 3Q-20261 Pro Forma 20261 Net income attributable to Aptiv 190 880 Interest expense 60 245 Income tax expense 50 220 Net loss attributable to noncontrolling interest (a) - (5) Depreciation and amortization 195 775 EBITDA 495 2,115 O
Slide 19: Non-US GAAP Financial Guidance Metrics: Adjusted NI Per Share
Non-US GAAP Financial Guidance Metrics: Adjusted NI Per Share Pro Forma ($ millions, except per share amounts) 3Q-20261 20261 Net income attributable to Aptiv 190 880 Adjusting items: Amortization 50 210 Restructuring 30 95 Other acquisition and portfolio project costs, including 20 70 separation co
Slide 20: Non-US GAAP Financial Guidance Metrics: Free Cash Flow
Non-US GAAP Financial Guidance Metrics: Free Cash Flow ($ millions) Pro Forma 20261 Net cash provided by operating activities 1,320 Less: capital expenditures (600) Pro forma adjustment to continuing operations presentation (a) (45) Total Free Cash Flow 675 1. Prepared at the estimated mid-point of
Slide 21: Q2-2026 Earnings | August 4, 2026 | Aptiv
21 Q2-2026 Earnings | August 4, 2026 | Aptiv