Slide 1: Third Quarter 2025 Earnings Call
October 30, 2025 APTIV Third Quarter 2025 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: Third Quarter Highlights
Third Quarter Highlights OPERATING PERFORMANCE FINANCIAL PERFORMANCE AGILITY AMID EVOLVING TRADE BACKDROP BOOKINGS OF $8.4B No impact to customers and minimal impact to Aptiv due to in- Sequential acceleration reflecting program award timing region, for-region model RECORD REVENUE OF $5.2B Adjusted
Slide 4: New Business Bookings
New Business Bookings Lifetime gross program revenues, $ Billions TARGET KEY TAKEAWAYS FY 2022 FY 2023 FY 2024 FY 2025 $32B $34B $31B $31B+ • Second straight quarter of sequential bookings growth $14.2 $13.9 • Continued momentum in strategic $12.8 product areas and with targeted customers: $10.1 $8.
Slide 5: Advanced Safety & User Experience
Advanced Safety & User Experience FULL-STACK CABIN MONITORING GEN 8 RADAR FAMILY LAUNCH OF APTIV GEN 8 RADAR PRODUCTS SYSTEM AWARD PRODUCT LAUNCH FIRST LAUNCH OF HIGH-PERFORMANCE COCKPIT CONTROLLER ON ENTRY-LEVEL VEHICLE MODEL ADAS AWARDS FOR NA OEMS ENABLING INCREASED SAFETY AND HANDS-FREE DRIVING
Slide 6: Engineered Components Group
Engineered Components Group LAUNCHES OF HIGH VOLTAGE INTERCONNECTS HIGH-VOLTAGE HIGH-SPEED CONNECTORS CONNECTOR ACROSS MULTIPLE ASIA-PACIFIC OEMS LAUNCH ASSEMBLY AWARDS CROSS PLATFORM AWARDS FOR A GLOBAL EUROPEAN OEM INCLUDING HV BUSBARS AND CABLE MGMT HIGH-SPEED CONNECTOR ASSEMBLY AWARDS WITH 10+ G
Slide 7: Electrical Distribution Systems
Electrical Distribution Systems MID-CYCLE LAUNCH FOR A N.A. OEM SUV PLATFORM 2026 MODEL YEAR LV LAUNCH LARGE SUV LAUNCH MULTIPLE LOW VOLTAGE LAUNCHES WITH LOCAL CHINA OEMS FOR EXPORT MARKETS LAUNCH OF FIRST ENERGY STORAGE PROGRAM LOW AND HIGH VOLTAGE CONTENT AWARDS FOR FIRST ENERGY EXTENDED RANGE SU
Slide 8: Current Outlook
Current Outlook 2025 2026 RAISING FULL-YEAR GUIDANCE 2026 GROWTH TO ACCELERATE Reflecting stronger third quarter performance All indications point to improvement in revenue growth versus 2025 RESILIENT OPERATING MODEL UNDERLYING BACKDROP IS DYNAMIC In-region, for-region manufacturing and supply chai
Slide 9: 3Q 2025 vs. 3Q 2024
3Q 2025 vs. 3Q 2024 ($ Millions, except per share amounts) 3Q 2025 Fav / (Unfav) COMMENTS • Adjusted growth1 of +6%; Auto +4%; Non-Auto +14% REPORTED REVENUE $5,212 $358 • ECG +6%1, EDS +11%1, AS&UX +0.5%1 EBITDA2 $851 $73 • EBITDA up 9% YoY EBITDA Margin 16.3% 30 bps • Solid flow through on revenue
Slide 10: 3Q 2025 Revenue
3Q 2025 Revenue REVENUE REGIONAL GROWTH $ Millions 6% Adj 1 N. AMERICA EUROPE CHINA3 $73 $285 Adj. Growth1 14% (3%) 0% Vehicle Production 4% 2% 10% $5,212 $4,854 3Q 2024 Sales FX & 3Q 2025 Growth² Commodities 1. Revenue growth excludes impact of foreign exchange and commodities. 2. Sales growth incl
Slide 11: 3Q 2025 Segment Recap
3Q 2025 Segment Recap AS&UX ECG EDS $ Millions, % of Sales $ Millions, % of Sales $ Millions, % of Sales REVENUE OP INCOME2 REVENUE OP INCOME2 REVENUE OP INCOME2 0%1 (16%) 6%1 10% 11%1 54% $192 $196 $1,714 $298 $2,286 8.4% $1,427 $1,442 13.7% $272 17.4% $2,035 $164 $1,582 $125 11.4% 17.2% 6.1% 3Q 24
Slide 12: Strong Cash Flow Generation and Proactive Capital Deployment
Strong Cash Flow Generation and Proactive Capital Deployment OPERATING CASH FLOW ATTRACTIVE LEVERAGE AND PROACTIVE CAPITAL ($ Millions) LIQUIDITY POSITION DEPLOYMENT $2,427 • Ended the quarter with $1.6 billion in • Deployed $96M toward share cash, equating to $4.2 billion in total repurchases in 3Q
Slide 13: 2025 Growth Outlook
2025 Growth Outlook GLOBAL NORTH AMERICA EUROPE CHINA Aptiv Revenue Growth1 Aptiv Revenue Growth1 Aptiv Revenue Growth1 Aptiv Revenue Growth1 1% 2% 7% 5% (4%) (3%) (4%) (1%) 4Q 2025 FY 2025 4Q 2025 FY 2025 4Q 2025 FY 2025 4Q 2025 FY 2025 FY COMMENTARY FY COMMENTARY FY COMMENTARY FY COMMENTARY • Vehi
Slide 14: 2025 Financial Guidance
2025 Financial Guidance ($ Millions, except per share amounts) 4Q 2025 FY 2025 REPORTED REVENUE $4,905 – $5,205 $20,150 – $20,450 Adj. Revenue Growth %1 1% 2% EBITDA2 $740 – $840 $3,170 – $3,270 EBITDA Margin 15.1% – 16.1% 15.7% – 16.0% OPERATING INCOME2 $545 – $645 $2,400 – $2,500 Operating Margin
Slide 15: Outperforming in a Dynamic Environment
Outperforming in a Dynamic Environment RECORD Q3 REVENUE, OPERATING INCOME AND EPS, DRIVEN BY STRONG OPERATING EXECUTION AND PROACTIVE CAPITAL ALLOCATION INITIATIVES COMPREHENSIVE PORTFOLIO POSITIONED TO BENEFIT FROM AUTOMATION, ELECTRIFICATION AND DIGITALIZATION TRENDS ACROSS MULTIPLE END MARKETS R
Slide 16: 3Q 2025 Earnings
16 3Q 2025 Earnings | October 30, 2025 | Aptiv
Slide 17: YoY Revenue Growth Metrics
YoY Revenue Growth Metrics 3Q 2025 YTD 2025 Reported net sales % change 7% 3% Less: foreign currency exchange and commodities 1% 1% Adjusted revenue growth 6% 2% 3Q 2025 YTD 2025 Reported Revenue Growth 7% 3% Electrical Distribution Systems Reported Revenue Growth 12% 5% Engineered Components Group
Slide 18: Non-US GAAP Financial Metrics: Adjusted OI
Non-US GAAP Financial Metrics: Adjusted OI ($ millions) 3Q 2025 3Q 2024 YTD 2025 YTD 2024 Net (loss) income attributable to Aptiv (355) 363 27 1,519 Interest expense 90 101 274 230 Other income, net (22) (5) (34) (30) Net gain on equity method transactions - - (46) (641) Income tax expense 103 32 50
Slide 19: Non-US GAAP Financial Metrics: Adjusted EBITDA
Non-US GAAP Financial Metrics: Adjusted EBITDA ($ millions) 3Q 2025 3Q 2024 YTD 2025 YTD 2024 Net (loss) income attributable to Aptiv (355) 363 27 1,519 Interest expense 90 101 274 230 Income tax expense 103 32 504 159 Net income attributable to noncontrolling interest 3 7 9 18 Net loss attributable
Slide 20: Non-US GAAP Financial Metrics: Adj. NI Per Share
Non-US GAAP Financial Metrics: Adj. NI Per Share ($ millions, except per share amounts) 3Q 2025 3Q 2024 YTD 2025 YTD 2024 Net (loss) income attributable to Aptiv (355) 363 27 1,519 Adjusting items: Amortization 52 53 156 159 Restructuring 60 16 149 125 Separation costs 53 - 100 - Other acquisition a
Slide 21: Non-US GAAP Financial Guidance Metrics: Adjusted Operating Income
Non-US GAAP Financial Guidance Metrics: Adjusted Operating Income ($ millions) 4Q 20251 20251 Net income attributable to Aptiv 240 265 Interest expense 85 360 Other income, net (10) (45) Net gain on equity method transactions - (45) Income tax expense 65 570 Equity loss, net of tax 15 40 Net income
Slide 22: Non-US GAAP Financial Guidance Metrics: Adjusted EBITDA
Non-US GAAP Financial Guidance Metrics: Adjusted EBITDA ($ millions) 4Q 20251 20251 Net income attributable to Aptiv 240 265 Interest expense 85 360 Income tax expense 65 570 Net income attributable to noncontrolling interest (a) 5 10 Depreciation and amortization 245 990 EBITDA 640 2,195 Other inco
Slide 23: Non-US GAAP Financial Guidance Metrics: Adjusted NI Per Share
Non-US GAAP Financial Guidance Metrics: Adjusted NI Per Share ($ millions, except per share amounts) 4Q 20251 20251 Net income attributable to Aptiv 240 265 Adjusting items: Amortization 50 210 Restructuring 50 200 Other acquisition and portfolio project costs, including costs 90 210 related to the