Aptiv Plc · NYSE:APTV

Aptiv — Investor Day (November 2025)

127 slides from Aptiv's investor day presentation, Nov 18, 2025

  1. Slide 1: 2025 Investor Day

    November 18, 2025 2025 INVESTOR DAY Note: Updated as of November 24, 2025 for certain immaterial revisions to formatting, page numbers, and footnotes.

  2. 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

  3. Slide 3: Use of Non-GAAP Financial Information

    Use of Non-GAAP Financial Information This presentation contains information about the Company’s financial results which are not presented in accordance with GAAP, including adjusted revenue CAGR, free cash flow, adjusted EBITDA and adjusted EPS. Management believes the non-GAAP financial measures u

  4. Slide 4: Agenda and Speakers

    Agenda and Speakers SEGMENT SPEAKER Welcome Betsy Frank Strategic Overview Kevin P. Clark Intelligent Systems Overview Javed Khan Kevin P. Clark Varun Laroyia Chair and Chief Executive Officer Executive Vice President and Engineered Components Overview Joseph R. Massaro Chief Financial Officer Aptiv

  5. Slide 5: Strategic Overview

    November 18, 2025 STRATEGIC OVERVIEW 2025 Investor Day Kevin P. Clark Chair and Chief Executive Officer

  6. Slide 6: Introduction

    Introduction OVERVIEW OF TODAY’S PRESENTATION Context on Aptiv and the markets in which we operate Strategy, business model, and next steps in creating shareholder value Overview of Electrical Distribution Systems (EDS) Strategic update on New Aptiv 6 2025 Investor Day | November 18, 2025 | Aptiv

  7. Slide 7: Proven Strategy and Resilient Business Model

    Proven Strategy and Resilient Business Model LONG TRACK RECORD OF DISCIPLINED EXECUTION CREATING SHAREHOLDER VALUE Built a comprehensive Expanded into other end Created a robust Created shareholder value product portfolio of markets by leveraging operating model that aligns through earnings growth a

  8. Slide 8: Automotive Trends: Same Direction, Different Pace

    Automotive Trends: Same Direction, Different Pace WHILE TIMING HAS SHIFTED, KEY GROWTH DRIVERS REMAIN INTACT DIVERGENT GROWTH OPPORTUNITIES TRENDS CONTINUE TO DRIVE GROWTH ABOVE PRODUCTION Aptiv Automotive Total Addressable Market (TAM), $ Billions 4% Vehicle Production 1% • Global production expect

  9. Slide 9: Leading to Different Opportunities and Strategies

    Leading to Different Opportunities and Strategies REQUIRES DIFFERENT CAPITAL ALLOCATION PRIORITIES INTELLIGENT SYSTEMS ENGINEERED ELECTRICAL Formerly: Advanced Safety & + COMPONENTS DISTRIBUTION SYSTEMS User Experience BUSINESS Product innovation, amplified by robust operating model Process innovati

  10. Slide 10: Resulting in Next Phase of Strategic Portfolio Evolution

    Resulting in Next Phase of Strategic Portfolio Evolution SPIN-OFF OF EDS SEGMENT CREATES TWO WELL POSITIONED PUBLIC COMPANIES New Aptiv Electrical Distribution Systems Leading provider of hardware and software Leading provider of low- and high-voltage solutions from sensor to cloud power, signal, an

  11. Slide 11: EDS Overview

    EDS Overview LEADING PROVIDER OF LOW- AND HIGH-VOLTAGE SIGNAL, POWER, AND DATA DISTRIBUTION SOLUTIONS KEY METRICS 2025E REVENUE | $8.6B Revenue with top global Product Groups Regions End Markets automakers 10 of 10 High North Commercial Other Voltage America Vehicle Industrials 11% 41% 10% <1% Reven

  12. Slide 12: EDS Competitive Advantage

    EDS Competitive Advantage GLOBAL SCALE AND DIFFERENTIATED FULL-SERVICE CAPABILITIES ARCHITECTURE OPTIMIZATION Global Scale Resilient, Integrated, Localized MANUFACTURING SUPPLY CHAIN Deep technical expertise and • Proprietary design and automation processes • Rapid order-to-delivery powered by advan

  13. Slide 13: EDS Business Priorities Post Separation

    EDS Business Priorities Post Separation UNLOCKING VALUE FOR SHAREHOLDERS AS AN INDEPENDENT COMPANY FURTHER STRENGTHEN MARKET LEADING POSITION • Increase share by leveraging full-service capabilities and best-in-class operating model • Leverage scale and capabilities in Automotive and other high-valu

  14. Slide 14: New Aptiv Overview

    New Aptiv Overview LEADING PROVIDER OF HARDWARE AND SOFTWARE SOLUTIONS FROM SENSOR TO CLOUD KEY METRICS 2025E REVENUE | $12.4B Revenue from markets $2.9B Product Groups Regions End Markets outside Automotive (24%) Rest of Revenue from $0.6B Engineered Components World North Commercial Vehicle Other

  15. Slide 15: Strategy Creating Long Term Value

    Strategy Creating Long Term Value NEW APTIV WELL POSITIONED ACROSS MULTIPLE END MARKETS SECULAR TRENDS DRIVING GROWTH OPPORTUNITY • Automation, electrification, and digitalization transforming multiple end markets • Converging customer needs for advanced software and hardware solutions DIFFERENTIATE

  16. Slide 16: Secular Trends Transforming Multiple End Markets

    Secular Trends Transforming Multiple End Markets SHAPING CUSTOMER NEEDS ACROSS APPLICATIONS AND MARKETS EVOLVING NEEDS IN EMERGING DEMANDS IN BROADER SECULAR TRENDS CORE MOBILITY + OTHER INDUSTRIES = SAFE AUTOMATION THEN: Safety ADAS Features Technology performing complex • Highly automated robots a

  17. Slide 17: Driving Demand for Optimized Software and Hardware

    Driving Demand for Optimized Software and Hardware ACROSS A WIDE RANGE OF MISSION-CRITICAL APPLICATIONS BROADER SECULAR … ACROSS MULTIPLE … DRIVING DEMAND FOR INTELLIGENCE AT THE EDGE TRENDS… END MARKETS … THROUGH: Core ADVANCED SOFTWARE (ON-DEVICE AND IN-CLOUD) Mobility AUTOMATION • Enabling and de

  18. Slide 18: Comprehensive Portfolio Enables Intelligence at the Edge

    Comprehensive Portfolio Enables Intelligence at the Edge ENABLING SOLUTIONS TO SENSE, THINK, ACT, AND OPTIMIZE SENSE THINK ACT OPTIMIZE Advanced, context-aware Intelligent, Safe and reliable Continuous improvement and perception and monitoring real-time decision-making execution lifecycle management

  19. Slide 19: Investing to Enhance Portfolio of End Market Solutions

    Investing to Enhance Portfolio of End Market Solutions ADDRESSING MISSION-CRITICAL USE CASES TODAY, WHILE INVESTING IN EMERGING OPPORTUNITIES Non-Automotive Core Mobility Other Industrials INVESTING TO SUPPORT END MARKET Automotive Commercial Diversified Aerospace & Telecom & DIVERSIFICATION Vehicle

  20. Slide 20: Example | ADAS in Automotive

    Example | ADAS in Automotive INDUSTRY LEADER IN SCALABLE, COST-EFFECTIVE, SOFTWARE-DEFINED SOLUTIONS SENSE THINK ACT OPTIMIZE VALUE DELIVERED • Differentiated system performance across road types, weather conditions Customer Needs Supported • Seamless lifecycle management via OTA Deep understanding

  21. Slide 21: Example | Avionics in Commercial Aerospace

    Example | Avionics in Commercial Aerospace ENABLING PERFORMANCE OF MISSION-CRITICAL SYSTEMS UNDER MOST EXTREME CONDITIONS SENSE THINK ACT OPTIMIZE VALUE DELIVERED • Highest level of safety and reliability, across hardware and software Customer Needs Supported • Optimized size, weight, power, cost &

  22. Slide 22: Example | 5G in Telecom

    Example | 5G in Telecom PROVIDING BACKBONE TO 5G INFRASTRUCTURE ENABLING SEPARATION OF SOFTWARE FROM HARDWARE SENSE THINK ACT OPTIMIZE VALUE DELIVERED • Mission-critical reliability with up to six-nines (99.9999%) uptime, proven by large-scale 5G deployments in the field Customer Needs Supported Con

  23. Slide 23: Example | Enabling Future of Intelligence at the Edge

    Example | Enabling Future of Intelligence at the Edge APTIV TECHNOLOGY TO ENABLE AI DEPLOYMENT IN EDGE DEVICES, AND AI TRAINING IN THE CLOUD SENSE THINK ACT OPTIMIZE ECOSYSTEM DELIVERING VALUE Edge AI partners help drive faster, more efficient penetration into emerging end markets Customer Needs Sup

  24. Slide 24: Presenting Large and Growing Market Opportunity

    Presenting Large and Growing Market Opportunity BROADER END MARKET OPPORTUNITIES PROVIDE A TAILWIND FOR GROWTH AND MARGIN EXPANSION NEW APTIV HAS CONTINUED … WITH UPSIDE IN OTHER OPPORTUNITY IN AUTOMOTIVE… INDUSTRIES New Aptiv Total Addressable Market (TAM) CAGR – 2025E-2030E $ Billions ~$240 DIVERS

  25. Slide 25: Differentiating Through a Robust Operating Model

    Differentiating Through a Robust Operating Model ENABLES APTIV TO DELIVER VALUE-ADD SOLUTIONS TO CUSTOMERS IN AUTOMOTIVE AND OTHER MARKETS • Proactive engagement based on needs L EN • Open, modular, configurable products • Account-based customer engagement ICA CE INN GIN • Optimized solutions at sys

  26. Slide 26: Industry-Leading Engineering & Systems Capabilities

    Industry-Leading Engineering & Systems Capabilities DEVELOPING AND DELIVERING HIGH-PERFORMANCE, COST-EFFECTIVE, SCALABLE SOLUTIONS INNOVATIVE PRODUCT DEVELOPMENT 11 >9K >10K +25% MAJOR TECH PATENTS AND HIGHLY SKILLED INCREASE IN SW • Scalable, modular solutions built on deep customer insights CENTER

  27. Slide 27: Proactive, Resilient Supply Chain Management

    Proactive, Resilient Supply Chain Management TRACK RECORD OF PROACTIVELY MANAGING RISK AND NAVIGATING COMPLEX, MULTI-TIERED SUPPLY CHAINS ROBUST, FLEXIBLE GLOBAL SUPPLY NETWORK • Enables ability to support customer-specific initiatives, including in-region, for-region content 95% >50 • Unlocks conti

  28. Slide 28: Global Manufacturing Scale and Regional Execution

    Global Manufacturing Scale and Regional Execution PROCESS EXCELLENCE DRIVING FLAWLESS QUALITY AND COST OPTIMIZATION BEST-IN-CLASS OPERATIONS 76 >1.3B ~300 99.9% • Proven, standardized concepts and processes to deliver MAJOR PARTS SHIPPED MAJOR LAUNCHES QUALITY3 products at high quality, low defect r

  29. Slide 29: Strong Commercial Capabilities

    Strong Commercial Capabilities ENHANCING CUSTOMER AND PLATFORM MIX WHILE ACCELERATING GROWTH IN OTHER END MARKETS ACCOUNT-BASED, PRODUCT-CENTRIC APPROACH IMPROVING AUTO CUSTOMER AND PLATFORM MIX % Share of 2024-2025E YTD Bookings CUSTOMER PROACTIVE AWARENESS COLLABORATION Promoting advanced nt Lever

  30. Slide 30: Beginning with a Strong Financial Position

    Beginning with a Strong Financial Position SEPARATING AS A HIGHER GROWTH, HIGHER MARGIN COMPANY WITH STRONG FREE CASH FLOW 2025E New Aptiv Financial Outlook REVENUE $12.4B | 24% Non-Automotive EBITDA1 $2.3B | 19% EBITDA margin EPS1 $5.50 (Pro-Forma) FREE CASH FLOW2 ~$1B Notes: 1. EBITDA and EPS adju

  31. Slide 31: Resulting in an Attractive Financial Profile

    Resulting in an Attractive Financial Profile DRIVEN BY STRONG PRODUCT PORTFOLIO AND RESILIENT OPERATING MODEL Financial Framework through 2028E REVENUE Strong revenue growth1 of 4-7% per annum​ EBITDA ~200bps of cumulative EBITDA2 margin expansion​ Mid-teens growth rate in EPS2 with further upside t

  32. Slide 32: Well Positioned to Create Long Term Value

    Well Positioned to Create Long Term Value PROVEN BUSINESS MODEL TODAY; UNLOCKING VALUE TOMORROW; DRIVING SUSTAINABLE VALUE IN FUTURE Secular Trends DRIVING GROWTH OPPORTUNITY IN AUTOMOTIVE AND OTHER MARKETS Differentiated Product Portfolio POSITIONED TO CAPTURE GROWTH ACROSS MARKETS Best-in-Class Op

  33. Slide 33: Intelligent Systems

    November 18, 2025 INTELLIGENT SYSTEMS 2025 Investor Day Javed Khan Executive Vice President and President, Intelligent Systems

  34. Slide 34: Key Messages

    Key Messages Secular trends of Automation, Electrification, and Digitalization driving demand for advanced software and hardware solutions across multiple markets INTELLIGENT SYSTEMS Software and hardware technology stack enabling intelligence at the edge in Auto, manifested across Active Safety, Us

  35. Slide 35: Intelligent Systems at a Glance

    Intelligent Systems at a Glance LEADING PROVIDER OF SW-DEFINED SOLUTIONS IN AUTO, WITH ACCELERATING GROWTH IN OTHER MARKETS KEY METRICS 2025E REVENUE | $5.8B OPERATIONAL PRIORITIES • Solidify leadership as full-stack provider Revenue growth profile1 4-7% Other Automotive of software-defined solution

  36. Slide 36: Secular Trends Driving Demand for Advanced Tech

    Secular Trends Driving Demand for Advanced Tech HARDWARE AND SOFTWARE ENABLING NEW CAPABILITIES AT THE EDGE SECULAR … DRIVING MORE INTELLIGENCE ... CREATING DEMAND FOR ADVANCED TRENDS… TO THE EDGE … SOFTWARE AND OPTIMIZED HARDWARE In Core Mobility In Other Industries SOFTWARE (ON-DEVICE & IN-CLOUD)

  37. Slide 37: Tech Stack Enabling Intelligence at the Edge

    Tech Stack Enabling Intelligence at the Edge ENABLING MACHINES TO SENSE, THINK, ACT, AND OPTIMIZE IN DIFFERENT ENVIRONMENTS INTELLIGENCE IN EDGE DEVICES….. … ENABLED BY SENSOR-TO-CLOUD TECH STACK Solutions that can Develop, deploy, and operate edge software via OPTIMIZE Cloud Tools sense, think, act

  38. Slide 38: Portfolio Positioned to Win in Multiple End Markets

    Portfolio Positioned to Win in Multiple End Markets PROVEN SENSOR-TO-CLOUD SOLUTIONS IN AUTO, ESTABLISHED PRESENCE IN OTHER MARKETS Prior product line structure Updated product line reflected vertical market solution structure reflects expanded PORTFOLIO WELL which only applied to Auto end market fo

  39. Slide 39: Example | Gen 6 ADAS Platform

    Example | Gen 6 ADAS Platform ENABLING ADAS SOLUTIONS UP TO HANDS-FREE DRIVING FOR ~70 MILLION VEHICLES GLOBALLY OPTIMIZE Cloud Tools GLOBAL LEADER IN ADAS Wind River Studio tools for ADAS ML stack development, OTA updates, and data harvesting Delivering optimized, turnkey systems as well as modular

  40. Slide 40: Example | In-Cabin Experience

    Example | In-Cabin Experience MORE CONNECTED USER EXPERIENCE BY UNITING SENSING, INFOTAINMENT AND OTHER DOMAINS OPTIMIZE Cloud Tools PERSONALIZING USER EXPERIENCE Wind River Software and Services for accelerated feature development with virtual simulation Easily customizable solutions running on ope

  41. Slide 41: Example | Smart Vehicle Architecture

    Example | Smart Vehicle Architecture OPTIMIZED AND UP-INTEGRATED SOLUTIONS SUPPORTING THE SOFTWARE-DEFINED VEHICLE OPTIMIZE Cloud Tools ENABLING SW-DEFINED VEHICLES Wind River Studio and Services for virtual testing of SVA platforms for speed to market and easy lifecycle management Uniting diverse a

  42. Slide 42: Track Record of Driving Intelligence at the Edge in Auto

    Track Record of Driving Intelligence at the Edge in Auto WELL POSITIONED TO LEVERAGE INTO OTHER APPLICATIONS STILL IN EARLY STAGES OF GROWTH Aptiv First-to-Market Innovations 2000 2015 2025 2030 TRACK RECORD IN 1999 2014 2016 2017 2021 2025 DELIVERING First radar- First integrated radar & First inte

  43. Slide 43: Example | Industrial Warehouse Automation

    Example | Industrial Warehouse Automation ENABLING MOVEMENT, INTERACTIONS AND REAL-TIME DECISION MAKING IN THE PHYSICAL WORLD Cloud Tools OPTIMIZE Wind River Software and Services for efficient software SUPPORTING INDUSTRIAL AI development, and Conductor for ongoing orchestration and Building full-s

  44. Slide 44: Example | 5G vRAN and O-RAN Telecommunications

    Example | 5G vRAN and O-RAN Telecommunications HIGHER NETWORK RELIABILITY AND GREATER FLEXIBILITY, AT LOWER TOTAL COST OF OWNERSHIP OPTIMIZE DELIVERING SIX-NINES UPTIME Cloud Tools Wind River Cloud Platform as distributed cloud infrastructure Easily customizable solutions running on open powering la

  45. Slide 45: Significant Growth in Addressable Market

    Significant Growth in Addressable Market ADVANCED PORTFOLIO HIGHLY RELEVANT ACROSS OTHER MISSION CRITICAL EDGE AI APPLICATIONS CONTINUED OPPORTUNITY IN … WITH SIGNIFICANT AUTOMOTIVE … UPSIDE BEYOND AUTO IS Total Addressable Market (TAM) CAGR – 2025E-2030E $ Billions DIVERSIFIED INDUSTRIAL 22% Automa

  46. Slide 46: Video Played During Live Presentation

    Video Played During Live Presentation 46 2025 Investor Day | November 18, 2025 | Aptiv

  47. Slide 47: Cost-Efficient Innovation via Engineering Excellence

    Cost-Efficient Innovation via Engineering Excellence SOFTWARE-LED FULL LIFECYCLE ENGINEERING CAPABILITIES TO COMMERCIALIZE SAFETY-CRITICAL SYSTEMS SOFTWARE FACTORY WITH TALENT, TOOL FOCUS • Investing to further strengthen AI, software capabilities 6 ~7K ~80% MAJOR TECH HIGHLY SKILLED ENGINEERS IN •

  48. Slide 48: Video Played During Live Presentation

    Video Played During Live Presentation 48 2025 Investor Day | November 18, 2025 | Aptiv

  49. Slide 49: Video Played During Live Presentation

    Video Played During Live Presentation 49 2025 Investor Day | November 18, 2025 | Aptiv

  50. Slide 50: Supply Chain Moat: Flexible, Localized, Fully Mapped

    Supply Chain Moat: Flexible, Localized, Fully Mapped COMPONENT-LEVEL VISIBILITY AND RESILIENCY FOR COMPLEX, SILICON-DEPENDENT PRODUCTS SOC-AGNOSTIC AND LOCALIZED SUPPLY CHAIN • Supports growing set of SoC architectures (7 ADAS, 5 UX software stacks today), enabling flexibility and avoiding >85% 12 S

  51. Slide 51: Highly Automated and Cost Competitive Manufacturing

    Highly Automated and Cost Competitive Manufacturing MEETING WIDE RANGE OF STANDARDS, ACROSS BOTH AUTO AND NON-AUTO MARKETS STANDARDIZED OPERATIONS, FAST TO MARKET 99.9% 150+ ~30% 40M • Leading manufacturing capabilities with high standardization QUALITY1 MAJOR LAUNCHES INCREASE IN REVENUE FULLY AUTO

  52. Slide 52: Extending Commercial Reach Across Markets

    Extending Commercial Reach Across Markets VIA ROBUST AND MODULAR PRODUCT OFFERINGS AND EXPANDING ECOSYSTEM PARTNERSHIPS LEVERAGING PARTNERS TO ADDRESSING CUSTOMER NEEDS WITH EXPAND GO-TO-MARKET REACH MODULAR, SCALABLE PRODUCT SOLUTIONS ACROSS MARKETS Primarily Software & Services Korea-Based NA-Base

  53. Slide 53: Intelligent Systems Summary

    Intelligent Systems Summary STRONG PRODUCT PORTFOLIO AND OPERATIONAL CAPABILITIES DRIVING SUSTAINABLE, PROFITABLE GROWTH Secular trends driving needs for intelligent, safety-certified software and powerful, efficient hardware, enabling solutions to Sense, Think, Act, and Optimize Aptiv a leader in s

  54. Slide 54: Engineered Components

    November 18, 2025 ENGINEERED COMPONENTS 2025 Investor Day Joseph R. Massaro Vice Chair and President, Engineered Components

  55. Slide 55: Key Messages

    Key Messages Secular trends driving demands for higher speed, data, and power connectivity of devices across industries ENGINEERED COMPONENTS Comprehensive portfolio of engineered components optimized for Intelligently connecting devices both performance and cost and systems from power to the edge I

  56. Slide 56: Engineered Components at a Glance

    Engineered Components at a Glance STRONG FOUNDATION IN CORE MOBILITY; ONGOING EXPANSION INTO ACCRETIVE END MARKETS KEY METRICS 2025E REVENUE | $6.7B OPERATIONAL PRIORITIES Revenue growth profile1 4-7% Other Automotive • Scale interconnect portfolio across Industrials 74% 19% End existing end markets

  57. Slide 57: Secular Trends Requiring Engineered Components

    Secular Trends Requiring Engineered Components SOFTWARE-DEFINED SOLUTIONS REQUIRE HIGH PERFORMING, RELIABLE, AND OPTIMIZED COMPONENTS Example Products MISSION CRITICAL Supporting applications requiring guaranteed reliability and performance AUTOMATION CONNECTION SYSTEMS HARSH ENVIRONMENT Ruggedized

  58. Slide 58: Enabling Solutions to Sense, Think, Act, Optimize

    Enabling Solutions to Sense, Think, Act, Optimize COMPREHENSIVE SUITE OF HIGH PERFORMANCE AND COST-EFFECTIVE SOLUTIONS CONNECTION SYSTEMS AND INTERCONNECTS Example Products THAT ENABLE DEVICES AND SYSTEMS TO … … ACROSS ALL INDUSTRIES HERMETIC & SENSE RF1 CONNECTORS Providing edge device sensors … fo

  59. Slide 59: Broad Capabilities Tailored to Market Needs

    Broad Capabilities Tailored to Market Needs ADDRESSING COMMON REQUIREMENTS, ENABLING ROBUST SOLUTIONS, ACROSS DIVERSIFIED MARKETS Commercial Diversified Telecom Aerospace End Markets Automotive Vehicle Industrial and Datacom and Defense Customized to Product Characterization Customized to Standardiz

  60. Slide 60: Industry Leading Position in Automotive

    Industry Leading Position in Automotive MEETING DEMAND FOR INCREASING LEVELS OF SPEED AND POWER, WHILE REDUCING SIZE, WEIGHT, AND COST Enabling exponential increase in electrical load, data processing, and computing power of vehicles #1 IN CABLE MANAGEMENT FOR AUTOMOTIVE Supporting transition from I

  61. Slide 61: Example | Large Internal Combustion Truck & SUV

    Example | Large Internal Combustion Truck & SUV CONTINUING TO GROW TECHNOLOGY CONTENT VIA LONG-STANDING CUSTOMER RELATIONSHIP OPTIMIZE Low Voltage Electrical Centers and Fastening Systems TRUSTED ON CRITICAL PROGRAMS Proven solutions for management and protection of Expertise in systems integration,

  62. Slide 62: Example | Local Chinese OEM Electric Vehicle

    Example | Local Chinese OEM Electric Vehicle DEVELOPING TECHNOLOGIES FOR NEW OEM REQUIRING UNIQUE SOLUTIONS AND FASTER TIME TO MARKET OPTIMIZE High Voltage Electrical Centers and Fastening Systems INDUSTRY LEADING ELECTRIFICATION Efficiently managing high voltage current for propulsion Systems level

  63. Slide 63: Secular Trends Fueling Growth in Other Markets

    Secular Trends Fueling Growth in Other Markets ESTABLISHED NON-AUTOMOTIVE BUSINESS; CURRENTLY >25% OF REVENUES SIMILAR REQUIREMENTS MISSION CRITICAL AEROSPACE AND COMMERCIAL VEHICLE HARSH ENVIRONMENT DEFENSE OPTIMIZED MODULARIZED AUTOMATED DIVERSIFICATION BENEFITS TELECOM AND DIVERSIFIED • Longer li

  64. Slide 64: Example | Commercial Vehicles

    Example | Commercial Vehicles ONE OF THE TOP SUPPLIERS GLOBALLY FOR COMMERCIAL VEHICLES AND CONTINUING TO GAIN SHARE OPTIMIZE Heavy-Duty Clamps & Cable Management GROWING ON- AND OFF-HIGHWAY Innovative design for assembly with multiple Supporting similar technology needs to configurations supporting

  65. Slide 65: Example | Aerospace and Defense

    Example | Aerospace and Defense COMBINING STRATEGIC ACQUISITION DOMAIN EXPERTISE WITH COMPLEMENTARY PRODUCT PORTFOLIO THE SKY ISN’T THE LIMIT Trusted in aerospace, defense and even space applications, which present some of the most challenging environments imaginable Major Defense Manufacturers ~$25

  66. Slide 66: Example | Telecom and Datacom

    Example | Telecom and Datacom DATA CENTERS AN EMERGING AND GROWING OPPORTUNITY WITHIN TELECOM AND DATACOM OPTIMIZE GigaDuct Cable Management & Protection AI & CONNECTIVITY DRIVE GROWTH Innovative design for assembly with multiple Increasing demand for high-speed connectivity configurations supportin

  67. Slide 67: Presenting Large and Growing Addressable Market

    Presenting Large and Growing Addressable Market STRONG PRESENCE ACROSS END MARKETS WITH STRONG SECULAR GROWTH OPPORTUNITIES SOLID OPPORTUNITY IN … WITH STRONG POSITION ALREADY AUTOMOTIVE … AND UPSIDE BEYOND AUTO EC Total Addressable Market (TAM) CAGR – 2025E-2030E $ Billions ~$85 DIVERSIFIED INDUSTR

  68. Slide 68: Operational Execution Video

    Operational Execution Video Video Played During Live Presentation 68 2025 Investor Day | Nov 18, 2025 | Aptiv

  69. Slide 69: Engineering Capabilities Supporting Diverse Markets

    Engineering Capabilities Supporting Diverse Markets EXTENSIVE EXPERTISE ACROSS INDUSTRIES, DOMAIN AREAS, REGIONS, AND PRODUCT LINES CROSS-DOMAIN EXPERTISE DRIVING INNOVATION ~50% ~4K ~70% ~5K • Combining technical and market expertise across teams and OF REVENUE FROM NEW HIGHLY SKILLED ENGINEERS IN

  70. Slide 70: Supply Chain Management for Connected Solutions

    Supply Chain Management for Connected Solutions HIGHLY EXPERIENCED WITH NAVIGATING COMPLEX GEOPOLITICAL AND REGULATORY LANDSCAPES RESILIENT MATERIAL SOURCING STRATEGY • Deep visibility into multi-level, 11,000-SKU supply chain OEM • Close to 100% visibility on copper sourced, mapped to either raw or

  71. Slide 71: Global Manufacturing and Distribution Capabilities

    Global Manufacturing and Distribution Capabilities DRIVING INNOVATION, QUALITY, AND ON-TIME DELIVERY AT SIGNIFICANT SCALE SCALABLE AND FLEXIBLE OPERATIONS ~270M ~20K 99.9% 98% • Ability to produce high volume products and low volume custom PARTS SHIPPED PER AVERAGE NEW SKUS QUALITY4 ON-TIME DELIVERY

  72. Slide 72: Commercial Capabilities Across Diverse Channels

    Commercial Capabilities Across Diverse Channels POSITION AS TIER 2 SUPPLIER SUPPORTS MULTIPLE GROWTH AVENUES ACROSS MARKETS TIER SUPPLIERS DIRECT DISTRIBUTION • Opportunity to provide components for • Enhanced customer relationships and increased design influence • Scalable market access integration

  73. Slide 73: Engineered Components Summary

    Engineered Components Summary STRONG CROSS-MARKET POSITIONING DRIVES REVENUE GROWTH AND SUSTAINABLE MARGINS Secular trends of Automation, Electrification, and Digitalization drive growth in Automotive TAM and upside in other markets Comprehensive portfolio of advanced interconnect and cable manageme

  74. Slide 74: Aptiv Financials

    November 18, 2025 APTIV FINANCIALS 2025 Investor Day Varun Laroyia Executive Vice President and Chief Financial Officer

  75. Slide 75: Total Aptiv Performance | 2022-2025E

    Total Aptiv Performance | 2022-2025E EXECUTING WELL IN A DYNAMIC MACRO ENVIRONMENT TO CONSISTENTLY DELIVER VALUE 2025E $20.3B $3.2B $1.2B $7.70 2022 - 2025E REVENUE EBITDA3 FREE CASH FLOW4 EARNINGS PER SHARE3 4% 300BPS+ ~$4B 30%+ Adj. CAGR1 Cumulative Margin Expansion Cumulative FCF Generation CAGR

  76. Slide 76: New Aptiv Value Creation Framework

    New Aptiv Value Creation Framework BUSINESS STRATEGY DRIVES ATTRACTIVE FINANCIAL PROFILE STRATEGY CREATING LONG TERM VALUE Secular trends driving growth opportunity in Automotive REVENUE MARGIN and other end markets, with common customer needs that GROWTH EXPANSION Aptiv can address Comprehensive pr

  77. Slide 77: Delivering a Compelling Financial Profile

    Delivering a Compelling Financial Profile DRIVEN BY STRONG PRODUCT PORTFOLIO AND RESILIENT OPERATING MODEL Financial Framework through 2028E REVENUE Strong revenue growth1 of 4-7% per annum EBITDA Cumulative EBITDA2 margin expansion of ~200bps EPS Leading to mid-teens growth rate in EPS2 per annum C

  78. Slide 78: Strong Revenue Growth to Continue

    Strong Revenue Growth to Continue DRIVEN BY COMPREHENSIVE PRODUCT PORTFOLIO AND EXPANSION INTO OTHER MARKETS REVENUE 2025E REVENUE MIX 2025E-2028E $ Billions % of Revenue 4-7% GROWTH PER ANNUM 4-7% Adj.1 5% Adj.1 CAGR Other Automotive CAGR Industrials End 76% • $65B cumulative bookings since 2022 14

  79. Slide 79: Multiple Levers to Improve Cost Structure

    Multiple Levers to Improve Cost Structure MARGIN EXPANSION DRIVEN BY OPERATIONAL EXCELLENCE COST STRUCTURE 2025E-2028E COST STRUCTURE ACTIONS % of Revenue • Material performance delivered through engineering design and vendor negotiations EBITDA Margin1 ~19% ~21% • Manufacturing performance driven b

  80. Slide 80: Driving EBITDA Margin Expansion

    Driving EBITDA Margin Expansion FUTURE MARGIN EXPANSION DRIVEN BY SALES GROWTH, OPERATING PERFORMANCE, AND IMPROVING MIX EBITDA MARGIN1 2025E-2028E DRIVERS % of Revenue ~200BPS • Strong flow through on sales growth, net of normalized price ~470BPS downs of 1% to 2% ​ ~21% • Continued growth in highe

  81. Slide 81: Segment Review: Intelligent Systems

    Segment Review: Intelligent Systems TECHNOLOGY AND SOFTWARE DRIVING STRONG GROWTH FOR BOTH REVENUE AND EBITDA REVENUE EBITDA MARGIN2 2025E-2028E $ Billions 4-7% % of Revenue Adj.1 REVENUE GROWTH 6% Adj.1 CAGR CAGR ~180BPS • $33B cumulative bookings since 2022 Software & ~$7 ~790BPS • Auto growth acr

  82. Slide 82: Segment Review: Engineered Components

    Segment Review: Engineered Components MULTIPLE END MARKETS DRIVING PROFITABLE AND SUSTAINABLE GROWTH REVENUE EBITDA MARGIN2 2025E-2028E $ Billions 4-7% % of Revenue Adj.1 ~200BPS REVENUE GROWTH 4% Adj.1 CAGR CAGR ~220BPS • $32B cumulative bookings since 2022 Non- ~24% ~$8 • Auto revenue growth drive

  83. Slide 83: Delivering Mid-Teens EPS Growth

    Delivering Mid-Teens EPS Growth DRIVEN BY STRONG EARNINGS WITH UPSIDE FROM CAPITAL ALLOCATION NEW APTIV EARNINGS PER SHARE1 2025E-2028E DRIVERS $ Billions Mid- Teens % • 4-7% revenue growth per annum CAGR • ~200bps of EBITDA margin expansion to ~21% ~$7.70 ~$8.00 • Assumes no change in interest expe

  84. Slide 84: Attractive Capital Allocation Priorities

    Attractive Capital Allocation Priorities INVESTMENTS IN THE BUSINESS BALANCED WITH COMMITMENT TO RETURNING CAPITAL TO SHAREHOLDERS MAINTAIN INVESTMENT GRADE BALANCE SHEET • Targeting gross leverage of 2.0x – 2.5x FREE CASH FLOW1 INVEST IN ORGANIC GROWTH OPPORTUNITIES • ~$4B Reinvest to capitalize on

  85. Slide 85: M&A Playbook to Drive Value Creation

    M&A Playbook to Drive Value Creation OPPORTUNITIES TO FURTHER STRENGTHEN AND DIVERSIFY BUSINESS TRANSACTION FOCUS CONSIDERATIONS • Enhancing competitive position ACQUISITIONS Leverage playbook to • Increasing penetration across end markets increase scale in similar via bolt-on acquisitions DRIVING t

  86. Slide 86: Well Positioned to Create Long Term Value

    Well Positioned to Create Long Term Value PROVEN BUSINESS MODEL TODAY; UNLOCKING VALUE TOMORROW; DRIVING SUSTAINABLE VALUE IN FUTURE Financial Framework through 2028E REVENUE Strong revenue growth1 of 4-7% per annum​ EBITDA ~200bps of cumulative EBITDA2 margin expansion​ Mid-teens growth rate in EPS

  87. Slide 87: Electrical Distribution Systems

    November 18, 2025 ELECTRICAL DISTRIBUTION SYSTEMS 2025 Investor Day Joseph T. Liotine Executive Vice President and President, Electrical Distribution Systems

  88. Slide 88: Key Messages

    Key Messages Secular trends driving demands for higher speed, data, and power distribution across vehicles ELECTRICAL DISTRIBUTION SYSTEMS Differentiated as a full-service solutions provider for OEMs across comprehensive product portfolio Signal transmission and power distribution at the right time

  89. Slide 89: EDS at a Glance

    EDS at a Glance INDUSTRY-LEADING PROVIDER OF LOW AND HIGH VOLTAGE POWER, SIGNAL, AND DATA DISTRIBUTION KEY METRICS 2025E REVENUE | $8.6B Product Groups Regions End Markets Revenue growth profile1 3-4% High North Commercial Other Voltage America Vehicle Industrials 11% 41% 10% <1% EBITDA margin targe

  90. Slide 90: EDS Business Priorities Post Separation

    EDS Business Priorities Post Separation UNLOCKING VALUE FOR SHAREHOLDERS AS AN INDEPENDENT COMPANY FURTHER STRENGTHEN MARKET LEADING POSITION • Increase share by leveraging full-service capabilities and best-in-class operating model • Leverage scale and capabilities in Automotive and other high-valu

  91. Slide 91: Secular Trends Requiring More Robust Solutions

    Secular Trends Requiring More Robust Solutions TRENDS REQUIRE ADVANCED ARCHITECTURE SOLUTIONS AND STRONG SUPPLIER CAPABILITIES PRODUCT REQUIREMENTS FOR BUSINESS REQUIREMENTS FOR ELECTRICAL ARCHITECTURES ARCHITECTURE SUPPLIERS AUTOMATION ADVANCED FEATURE ENABLEMENT END-TO-END CAPABILITIES Enabling sh

  92. Slide 92: Differentiated by Full-Service Solutions Offering

    Differentiated by Full-Service Solutions Offering UNIQUE CAPABILITIES FROM ARCHITECTURE OPTIMIZATION TO EXECUTION COMPREHENSIVE PORTFOLIO DESIGN OPTIMIZATION GLOBAL MANUFACTURING & SUPPLY CHAIN RESILIENCY • Design innovation leader with ~700 • Early and close collaboration with patents and patent in

  93. Slide 93: Comprehensive Product Portfolio

    Comprehensive Product Portfolio OPTIMIZED SOLUTIONS ENABLING MORE AUTOMATED, ELECTRIFIED, AND FEATURE-RICH VEHICLES LOW VOLTAGE (LV) ELECTRICAL ARCHITECTURES HIGH VOLTAGE (HV) ELECTRICAL ARCHITECTURES • Signal, data, and low voltage power distribution • High voltage power distribution for xEV propul

  94. Slide 94: Content and Architecture Evolution Drives Value

    Content and Architecture Evolution Drives Value ENGINEERING SOLUTIONS TO DRIVE COST OUT, DRIVE VALUE-ADD CONTENT IN, SUPPORTING PROFITABILITY EDS Addressable Content per Vehicle ($ CPV)1 1% CAGR ~$830 ~$770 Content from higher Electrification, ~$740 ADAS, and additional features = Pass through, marg

  95. Slide 95: Examples | Optimization Delivering Value

    Examples | Optimization Delivering Value UNIQUE ABILITY TO CREATE VALUE FOR CUSTOMERS ACROSS ARCHITECTURE TYPES HIGH LEADING TRUCK / SUV PLATFORM PERFORMANCE SUV DOMAIN ARCHITECTURE ZONAL ARCHITECTURE INCREMENTAL APPROACH CLEAN-SHEET APPROACH Process-Only1 Design Optimization Fully Optimized Design

  96. Slide 96: Scale and Position in Automotive is Significant

    Scale and Position in Automotive is Significant DOMINANT MARKET POSITION DRIVEN BY COMPREHENSIVE PORTFOLIO AND FULL-SERVICE OFFERINGS Supporting On 1 of every 6 vehicles globally >50 customers Top 3 On 1 of every 3 BEVs Across 550 AUTOMOTIVE ELECTRICAL global vehicle platforms ARCHITECTURE PROVIDER

  97. Slide 97: Automotive Capabilities Translate to Other Markets

    Automotive Capabilities Translate to Other Markets DIVERSIFYING REVENUES AND IDENTIFYING MARKETS WITH ATTRACTIVE ECONOMICS AND RIGHT TO PLAY Strategic Focus Additional PRODUCT REQUIREMENTS Markets Opportunities FEATURE ENABLEMENT MISSION CRITICAL OPTIMIZED DESIGN BUSINESS REQUIREMENTS END-TO-END CAP

  98. Slide 98: Progress Both Within and Beyond Core Mobility

    Progress Both Within and Beyond Core Mobility PROVEN SUCCESS IN COMMERCIAL VEHICLE AND EARLY SUCCESS IN NEW MARKETS Commercial Vehicle & Off-Highway Energy Storage >$800M >$150M New Business Bookings and Pipeline Opportunities 2025E Revenue • Launches: First production launch of power distribution s

  99. Slide 99: Large Auto Addressable Market, with Upside

    Large Auto Addressable Market, with Upside CONTINUED GROWTH IN AUTOMOTIVE FROM INCREASINGLY ELECTRIFIED AND FEATURE-RICH VEHICLES CONTINUED GROWTH IN … WITH SOLID UPSIDE BEYOND AUTOMOTIVE … AUTOMOTIVE EDS Total Addressable Market (TAM) ~$145 CAGR – 2025E-2030E $ Billions DIVERSIFIED INDUSTRIAL 6% Ta

  100. Slide 100: Video Played During Live Presentation

    Video Played During Live Presentation 100 2025 Investor Day | November 18, 2025 | Aptiv

  101. Slide 101: Proprietary Engineering Tools, Including iHarness

    Proprietary Engineering Tools, Including iHarness PROPRIETARY DESIGN TOOL OFFERING CUSTOMERS DIFFERENTIATION AND SIGNIFICANT VALUE iHarness Pillars TRANSLATION Seamless data transfer from OEM systems 50% 7.5K 875 ~700 REDUCTION IN HIGHLY SKILLED ENGINEERS WORKING PATENTS AND into standardized format

  102. Slide 102: Supported by a Resilient Supply Chain

    Supported by a Resilient Supply Chain EXPERTISE IN MANAGING COMPLEXITY ACROSS SUPPLY CHAIN WITH PRECISION AND RESILIENCY INTEGRATED 200M 95% >95% ~99% PARTS RECEIVED SUPPLIER VISIBILITY CABLE SOURCED CABLE VALUE CHAIN • Rapid order-to-delivery of complex and unique PER DAY1 TO AT LEAST TIER 3 IN-REG

  103. Slide 103: Unparalleled Global Manufacturing Scale

    Unparalleled Global Manufacturing Scale PROVIDING CUSTOMERS GLOBAL SCALE WITH AN IN-REGION, FOR-REGION MANUFACTURING FOOTPRINT INTEGRATED DEVELOPMENT TO DELIVERY >1.5M >1.5K 99.9% 99.9% PARTS SHIPPED SHIP TO LOCATIONS QUALITY2 ON-TIME DELIVERY3 • Offering customers flexible solutions with agile and

  104. Slide 104: Customer Engagement Driving Commercial Success

    Customer Engagement Driving Commercial Success DEEP UNDERSTANDING OF CUSTOMER NEEDS AND ABILITY TO SUPPORT VIA DIFFERENTIATED CAPABILITIES ELECTRICAL ARCHITECTURE PARTNER OF CHOICE WINNING IN ALL THE RIGHT AREAS 2024-2025YTD Cumulative Bookings TECHNOLOGY COLLABORATION PROPRIETARY TOOLSET Deep techn

  105. Slide 105: Well Positioned for Success and Value Creation

    Well Positioned for Success and Value Creation SEPARATION EXPECTED TO DRIVE SIGNIFICANT VALUE FOR CUSTOMERS, EMPLOYEES, AND SHAREHOLDERS Secular trends for higher data, signal, and power distribution, driving growth in Auto TAM and opportunity in other markets Differentiation as a full-service provi

  106. Slide 106: EDS Financials

    November 18, 2025 EDS FINANCIALS 2025 Investor Day Varun Laroyia Executive Vice President and Chief Financial Officer

  107. Slide 107: EDS Financial Performance | 2022-2025E

    EDS Financial Performance | 2022-2025E DEMONSTRATING SOLID REVENUE GROWTH AND MARGIN EXPANSION IN A DYNAMIC ENVIRONMENT 2025E $7.3B1 $8.6B ~$0.9B 2022 - 2025E BOOKINGS REVENUE EBITDA4 $50B+ 3% 40BPS Cumulative Bookings1 Adj. CAGR2 Cumulative Margin Expansion • $43B of Automotive and $7B of • Automot

  108. Slide 108: Strategy Driving Value Creation

    Strategy Driving Value Creation STRONG BUSINESS FOUNDATION SUPPORTS VALUE CREATION FRAMEWORK STRONG BUSINESS FOUNDATION Secular trends are driving demand for faster data transfer, greater REVENUE MARGIN bandwidth, and advanced power distribution across vehicles GROWTH EXPANSION Differentiated as a f

  109. Slide 109: Driving Industry Leading Financial Results

    Driving Industry Leading Financial Results POISED TO CAPITALIZE ON STRONG PERFORMANCE AND DRIVE FUTURE GROWTH Financial Framework through 2028E REVENUE Revenue growth1 of 3-4% per annum EBITDA Cumulative EBITDA2 margin expansion of ~200 bps NET INCOME Leading to low-teens growth rate in Net Income2

  110. Slide 110: Solid Revenue Growth Profile

    Solid Revenue Growth Profile DRIVEN BY GLOBAL SCALE AND CAPABILITIES REVENUE 2025E REVENUE MIX 2025E–2028E: $ Billions 3-4% % of Revenue 3-4% GROWTH PER ANNUM Adj.1 3% Adj.1 CAGR Other CAGR Industrials <1% End Automotive • $7B cumulative bookings with Local China Markets 90% ~$10 Commercial OEMs, an

  111. Slide 111: Continuous Focus on Further Optimizing Cost Structure

    Continuous Focus on Further Optimizing Cost Structure INDUSTRY-LEADING FLEXIBLE COST STRUCTURE IS A COMPETITIVE ADVANTAGE COST STRUCTURE 2025E–2028E COST STRUCTURE ACTIONS % of Revenue • Material performance delivered through engineering design 10% ~12% changes driving savings and vendor negotiation

  112. Slide 112: Continue to Expand Industry-Leading Margins

    Continue to Expand Industry-Leading Margins DRIVEN BY FLOW THROUGH ON VOLUMES AND STRONG OPERATING MODEL EBITDA MARGIN1 2025E–2028E DRIVERS % of Revenue ~200BPS • Flow through on revenue growth, net of normalized price downs of 1% to 2% 40BPS • Continued increase in mix of higher margin full-service

  113. Slide 113: Positioned for Reliable Bottom Line Growth

    Positioned for Reliable Bottom Line Growth REVENUE GROWTH AND MARGIN EXPANSION LEADING TO STRONG GROWTH IN NET INCOME NET INCOME1 2025E-2028E DRIVERS • 3-4% revenue growth2 per annum • ~200bps of EBITDA1 margin expansion to ~12% • Assumes no change in interest expense following standalone debt incur

  114. Slide 114: Disciplined Capital Allocation Strategy

    Disciplined Capital Allocation Strategy DRIVING SIGNIFICANT SHAREHOLDER VALUE PRUDENT BALANCE SHEET MANAGEMENT • Target gross leverage of 2.0x - 2.5x FREE CASH FLOW1 INVEST IN ORGANIC GROWTH • Increase manufacturing processes automation and further optimize footprint ~$1B • Enhance competitive cost

  115. Slide 115: Plan to Separate with a Strong Balance Sheet

    Plan to Separate with a Strong Balance Sheet FLEXIBLE CAPITAL STRUCTURE WITH SOLID LIQUIDITY FORECASTED DEBT PROFILE1 TARGETED DEBT STRUCTURE1 $ Billions $500M $1,350M $1.9 Term Loan Other Unsecured $1.6 $1.6 A Debt ADDITIONAL LIQUIDITY1 $850M $0.3 Revolving Credit Facility Gross Debt Dividend to Ne

  116. Slide 116: Positioned for Value Creation

    Positioned for Value Creation PURSUING UNIQUE MARKET OPPORTUNITY AND CAPITAL MARKET STRATEGY BENEFITING FROM SECULAR GROWTH TAILWINDS Driving demands for increased vehicle electrification and vehicle content LEVERAGING A COMPREHENSIVE LOW AND HIGH-VOLTAGE PRODUCT PORTFOLIO Augmented by unique capabi

  117. Slide 117: “APTIV:

    “APTIV:

  118. Slide 118: Appendix

    November 18, 2025 APPENDIX 2025 Investor Day

  119. Slide 119: Aptiv Adjusted Revenue Growth

    Aptiv Adjusted Revenue Growth 2022 2023 2024 2025E1 Reported net sales % change 12% 15% (2%) 3% Less: foreign currency exchange and commodities (4%) (1%) -% 1% Less: acquisitions -% 4% -% -% Adjusted revenue growth 16% 12% (2%) 2% Note: 1. Prepared at the estimated midpoint of the Company’s financia

  120. Slide 120: Aptiv Non-US GAAP Financial Metrics: Adjusted EBITDA

    Aptiv Non-US GAAP Financial Metrics: Adjusted EBITDA ($ millions) 2022 2025E1 Net income attributable to Aptiv 594 265 Interest expense 219 360 Income tax expense 121 570 Net (loss) income attributable to noncontrolling interest (a) (4) 10 Depreciation and amortization 762 990 EBITDA 1,692 2,195 Oth

  121. Slide 121: Aptiv Non-US GAAP Financial Metrics: Adjusted Net Income and NI Per Share

    Aptiv Non-US GAAP Financial Metrics: Adjusted Net Income and NI Per Share ($ millions, except per share amounts) 2022 2025E1 Net income attributable to ordinary shareholders 531 265 Mandatory convertible preferred share dividends 63 - Net income attributable to Aptiv 594 265 Adjusting items: Amortiz

  122. Slide 122: Aptiv Non-US GAAP Financial Metrics: Adjusted Net Income and NI Per Share

    Aptiv Non-US GAAP Financial Metrics: Adjusted Net Income and NI Per Share Notes: 1. Prepared at the estimated mid-point of the Company's financial guidance range. (a) Adjustment is reduced by the portion of charges attributable to noncontrolling interest for our majority owned Russian subsidiary. (b

  123. Slide 123: Aptiv Shares Outstanding

    Aptiv Shares Outstanding (millions) 2022 2025E1 Weighted average ordinary shares outstanding, basic 270.90 222.00 Dilutive shares related to RSUs 0.28 - Weighted average ordinary shares outstanding, including dilutive shares 271.18 222.00 Weighted average MCPS Converted Shares (a) 12.37 - Adjusted w

  124. Slide 124: Aptiv Free Cash Flow

    Aptiv Free Cash Flow ($ millions) 2022 2023 2024 2025E1 Net cash provided by operating activities 1,263 1,896 2,446 2,000 Less: capital expenditures (844) (906) (830) (780) Total Aptiv Free Cash Flow 419 990 1,616 1,220 Pro-Forma adjustment (a) (220) Pro-Forma New Aptiv Free Cash Flow 1,000 Notes: 1

  125. Slide 125: EDS Adjusted Revenue Growth

    EDS Adjusted Revenue Growth 2022 2023 2024 2025E1 Reported net sales % change 18% 10% (6%) 4% Less: foreign currency exchange and commodities 4% 2% -% (1%) Adjusted revenue growth 22% 12% (6%) 3% Note: 1. Reflects 2025E EDS Pro-forma financials. Prepared at the estimated midpoint of the Company’s fi

  126. Slide 126: Pro-Forma EDS Non-US GAAP Financial Metrics: Adjusted EBITDA

    Pro-Forma EDS Non-US GAAP Financial Metrics: Adjusted EBITDA ($ millions) 2022 2025E1 Net income attributable to EDS 422 333 Interest expense - 108 Income tax expense 116 97 Net (loss) income attributable to non-controlling interest (4) 16 Depreciation and amortization 218 239 EBITDA 752 793 Other i

  127. Slide 127: “APTIV:

    “APTIV:

Aptiv — Investor Day (November 2025) on 6ix