Aptiv PLC (APTV)  reported mixed fourth-quarter 2023 results, with earnings beating the Zacks Consensus Estimate but revenues missing the same.Adjusted earnings of $1.4 per share beat the Zacks Consensus Estimate by 8.5% and increased 10.2% year over year. Revenues of $4.9 billion missed the Zacks Consensus Estimate by 0.5% but increased 6% year over year.The company’s revenues registered 6% growth in Europe and 10% in Asia, including 12% in China. Revenues declined 7% in North America and 6% in South Ameri ...

财务数据和关键指标变化 - 2023年全年收入达到创纪录的200亿美元,同比增长12% [19] - 2023年全年运营利润达到21亿美元,创历史新高,利润率提升150个基点至10.6% [19] - 2023年全年经营现金流达到19亿美元,创历史新高 [19] 各条业务线数据和关键指标变化 - 先进安全与用户体验业务2023年全年收入增长17%,其中主动安全增长29%,用户体验增长4% [56][57] - 信号与动力解决方案业务2023年全年收入增长11%,其中高压电气化增长约20% [61] 各个市场数据和关键指标变化 - 北美市场2023年第四季度收入下降7%,低于市场11个百分点,主要受到罢工影响 [52] - 欧洲市场2023年第四季度收入增长6%,与产量持平,主要受主动安全增长18%的拉动 [52] - 中国市场2023年第四季度收入增长12%,高于市场8个百分点,主要受益于本土OEM客户的增长 [52][53] 公司战略和发展方向及行业竞争 - 公司在软件定义车辆、主动安全和高压电气化等领域保持行业领先地位,并积极拓展通信、航空航天和工业等新兴市场 [17][18][23] - 公司通过提高工程效率、供应链数字化等措施来提升成本效率,应对持续的通胀压力 [26][27][31][32] - 公司在中国市场持续深耕,与本土主要OEM客户的业务占比已达60% [30] 管理层对经营环境和未来前景的评论 - 管理层认为,尽管面临宏观挑战,但公司在执行和提升竞争力方面表现出色,2023年财务业绩和2024年展望反映了这一点 [15][42] - 管理层预计2024年收入增长7%,高于市场6-8个百分点,利润率将继续提升120个基点 [64][65] - 管理层表示将继续专注于有机投资和战略并购,同时也将通过高达7.5亿美元的股票回购来回报股东 [40][41] 问答环节重要的提问和回答 问题1 **Joseph Spak 提问** 询问2025年利润率目标是否会因为增长率下调而下调约20-30个基点 [92] **Joe Massaro 回答** 预计2025年利润率目标将下调约100-150个基点,主要受墨西哥工资上涨等因素影响 [93][94] 问题2 **Chris McNally 提问** 询问中国市场客户结构改善的具体原因和时间节点 [100] **Joe Massaro 和 Kevin Clark 回答** 中国本土OEM客户的产能提升以及多国合资OEM新车型的推出将带动公司在中国市场的业务增长,预计在2025-2026年左右客户结构将更加平衡 [101][102][103] 问题3 **Dan Levy 提问** 询问公司在2024年指引中是否考虑了芯片价格下降的影响,以及汇率变动对成本的影响 [143][144] **Joe Massaro 回答** 公司目前未在指引中考虑芯片价格下降,但已经将墨西哥比索升值带来的约1亿美元成本压力纳入了2024年指引 [144][145][149]

For the quarter ended December 2023, Aptiv PLC (APTV) reported revenue of $4.92 billion, up 6% over the same period last year. EPS came in at $1.40, compared to $1.27 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $4.95 billion, representing a surprise of -0.54%. The company delivered an EPS surprise of +8.53%, with the consensus EPS estimate being $1.29.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expe ...

财报表现 - Aptiv PLC (APTV)在最近的季度盈利报告中每股收益为1.40美元，超过了Zacks Consensus Estimate的1.29美元[1] - 公司在过去四个季度中四次超过了市场预期的每股收益[2] - Aptiv PLC在去年同期的收入为4.64亿美元，而本季度的收入为4.92亿美元，略低于Zacks Consensus Estimate[3]

业绩总结 - 2023年第四季度营收为49.19亿美元，同比增长2%[13] - 2023年第四季度调整后的EBITDA为7.72亿美元，同比增长98百万美元[13] - 2023年第四季度调整后的每股收益为1.40美元，同比增长0.13美元[13] - Aptiv 2023年第四季度调整后EBITDA为2,788百万美元，较2022年同期增长27.2%[29] - Aptiv 2023年第四季度调整后净利润为395百万美元，较2022年同期增长9.7%[30] - Aptiv 2024年预计调整后EBITDA为3,275百万美元，较2023年预计增长17.7%[36] - Aptiv 2024年预计调整后净利润为1,605百万美元，较2023年预计增长33.6%[37] 未来展望 - 预计2024年全球生产将保持平稳，北美占营收的比例为36%，欧洲为34%，中国为20%[16] - Aptiv预计2024年调整后的营收将达到213亿至219亿美元，EBITDA为32亿至33.5亿美元[17] - Aptiv预计2024年每股收益为5.55至6.05美元，不包括Motional股权损失[17] - Aptiv预计2024年将通过股票回购向股东返还约7.5亿美元的资本[25] - Aptiv预计2024年全球车辆生产将保持稳定，预计生产量为1650万辆[16] - Aptiv预计2024年将继续实现盈利增长和利润率扩张[18] 其他新策略和有价值的信息 - Aptiv的运营现金流为约23亿美元，资本支出占销售额的比例约为5%[25] - Aptiv强调长期战略仍在顺利推进，致力于与客户建立强大合作关系并获得新业务奖项[26]

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Aptiv PLC (APTV) . This company, which is in the Zacks Technology Services industry, shows potential for another earnings beat.This company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 14.85%.For the most recent qua ...

Wall Street analysts expect Aptiv PLC (APTV) to post quarterly earnings of $1.27 per share in its upcoming report, which indicates no change from the year-ago quarter. Revenues are expected to be $4.93 billion, up 6.2% from the year-ago quarter.The current level reflects a downward revision of 0.7% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.Ahead of a compa ...

AptivPLC (APTV) is set to report its fourth-quarter 2023 results on Jan 31 before the bell.The company’s earnings surprise history has been impressive. It surpassed the Zacks Consensus Estimate in each of the trailing four quarters, with a surprise of 9.7%, on average.Q4 ExpectationsThe Zacks Consensus Estimate for revenues in the to-be-reported quarter is pegged at $4.9 billion, indicating year-over-year growth of 6.2%. The top line is likely to have benefited from growth in the Advanced Safety & User Expe ...

NurPhoto/NurPhoto via Getty Images Synopsis Aptiv (NYSE:APTV) is a global technology company that specializes in the design and manufacture of vehicle components. It also provides advanced electrical, electronic, and active safety solutions for the automotive sector. APTV's historical financial performance has demonstrated robust revenue growth. However, it's important to note that margins have been contracting annually. In terms of the debt-to-equity ratio, it has been reducing slowly over the years. The d ...

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