Analysts on Wall Street project that Aptiv PLC (APTV) will announce quarterly earnings of $0.99 per share in its forthcoming report, representing an increase of 8.8% year over year. Revenues are projected to reach $5.01 billion, increasing 4% from the same quarter last year.The current level reflects an upward revision of 0.3% 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 ...

Aptiv PLC (APTV) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on May 2, 2024, might help the stock move higher if these key numbers are better than expectat ...

EV stocks have been stuck in the slow lane for the past two years, leaving many long-term investors frustrated. Tesla (NASDAQ:TSLA) has badly lagged the market, and is now the worst-performing of the ‘Magnificent 7’ mega-cap technology stocks. Its underperformance has been so pronounced that many suggest it should be replaced in this elite group by a company like Berkshire Hathaway (NYSE:BRK-A, NYSE:BRK-B). I agree this swap makes sense based on recent returns. The truth is most EV players have sorely disap ...

公司业绩 - 公司具有令人印象深刻的成长评分B，显示其财务报表中的关键指标，以真实反映其成长的质量和可持续性[2] - 预计公司未来三到五年的每股收益增长率为13.7%，2024年和2025年的盈利预计分别同比增长16.7%和25.5%，2024年和2025年的营收预计分别同比增长7.5%和8.1%[3] - 公司的运营费用在2023年同比增长了14%，公司的流动比率在2023年第四季度末为1.72，低于上一季度末的1.81，流动比率的下降不利[9,10] 技术投资和收购 - Aptiv PLC (APTV)在汽车市场的技术投资和收购方面表现良好，有望从发展中的机遇中获益[1] - 公司的“智能架构”提供了竞争优势，有助于继续获得市场份额，降低环境影响和提高燃油经济性是行业的关键趋势，Aptiv打算利用其“智能架构”减少汽车中的布线需求，帮助它们变得燃油高效并增加功能[7] - 2023年收购Höhle加强了公司的信号和动力解决方案部门，2022年收购Wind River扩大了Aptiv在汽车软件解决方案市场中的地位[8] 市场趋势 - 全球需求环境的增强将有利于Aptiv的表现，全球汽车生产在2023年同比增长10%[4] - Aptiv暴露于利润丰厚的联网汽车市场，随着安全成为联网汽车的关键卖点，汽车制造商越来越多地寻求相关技术[5] 股票评级 - Aptiv目前的Zacks排名为3（持有），值得考虑的股票包括APi Group（APG）和Charles River Associates（CRAI）[11,12] - APi Group目前拥有Zacks排名1（强烈买入），长期盈利增长预期为17.9%，Charles River Associates目前拥有Zacks排名2（买入），长期盈利增长预期为16%[13,15]

Aptiv PLC (APTV)盈利情况 - 过去两个季度Aptiv属于Zacks Technology Services行业，一直超过盈利预期[1] - 过去两个季度的平均盈利惊喜率为8.43%[2] - 最近一个季度Aptiv预期每股盈利为$1.29，实际报告为$1.40，盈利惊喜率为8.53%[3] - 分析师对Aptiv的盈利前景变得乐观，预期未来盈利将继续超过预期[4]

Wall Street appears to be softening on America’s electric vehicle (EV) champion Tesla (NASDAQ:TSLA). Tesla shares have fallen 28.5% since the start of trading in 2024, losing its status as one of the “Strong Buy” EV stocks. A majority of Wall Street analysts covering Tesla have rated the U.S. automakers shares at either “Hold,” “Sell” or “Strong Sell.” The reason for this is pretty straightforward. The EV market is in the midst of a slump, and while interest rates remain elevated for an elongated period, ec ...

DUBLIN--(BUSINESS WIRE)--Aptiv PLC, (NYSE: APTV) a leading global technology company focused on making mobility safer, greener and more connected, today announced it has been named one of the World's Most Ethical Companies by Ethisphere, a global leader in defining and advancing the standards of ethical business practices. For the 12th consecutive year, Aptiv has been recognized for its commitment to business integrity through robust ethics, compliance, and governance programs. “Every day, our 200,000 em ...

Within the vast landscape of publicly listed companies across the U.S. stock exchanges, sleeper stocks are perhaps the most intriguing. These stocks usually dwell in the shadows due to near-term headwinds yet harbor substantial long-term potential. These sleeper stocks quietly lurk in the investment realm, significantly undervalued and overlooked.While they promise alluring rewards, they also carry inherent risks, dissuading many investors. Many investors shy away due to perceived risks and a need for aware ...

公司战略 - 公司认为汽车行业正受到消费者对新的移动解决方案、软件定义车辆和车辆连接性的快速增长需求以及与车辆安全、燃油效率和排放控制相关的政府监管的影响[10] - 公司将业务组织成两个多元化部门，Signal and Power Solutions 和 Advanced Safety and User Experience，以开发技术解决方案和制造高度工程化产品，以应对行业的巨大变革[10] 市场展望 - 公司在2023年的净销售中，28%来自亚太地区，认为这是一个可能会经历长期增长的关键市场[12] - 全球汽车车辆生产从2022年到2023年增长了9%，其中欧洲增长13%，中国增长10%，北美增长9%[15] 技术发展趋势 - 公司认为“Safe”、“Green”和“Connected”是推动汽车技术发展的三大趋势，致力于开发领先技术以应对这些趋势，并为客户提供可持续利润的产品[15] - 公司预计这些趋势将为其带来增长和机会，认为自己有能力为OEM提供解决方案和产品，扩大其车辆的电子和技术内容[17] 产品计划 - 公司计划在2024年上半年推出新产品，并在2023年第四季度进行初步生产部署[18] - 电气架构产品线包括连接器、电气中心和高压系统，占总收入的比例分别为42%、44%和42%[22] 竞争对手 - 公司的竞争对手包括Amphenol Corporation、Bosch Group、Continental AG等[26] 全球员工和文化 - 公司员工分布在北美、欧洲、中东和非洲、亚太和南美等地区，其中北美占53%[33] - 公司致力于人才发展，通过内部晋升填补一半以上的管理职位空缺[34] - 公司文化基于一套明确的价值观和行为准则，鼓励员工始终做正确的事情[34] - 公司重视多样性和包容性，全球女性员工占约49%，美国少数族裔员工占约46%[34] - 公司将健康、安全和员工福祉置于首位，致力于确保所有制造工厂在2025年前获得ISO 45001认证[34] 环境可持续性 - Aptiv承诺致力于环境可持续性，目标是到2040年实现净零排放[35] - Aptiv计划到2030年将范围1和2的CO2e排放量减少100%，到2040年将范围3的CO2e排放量减少100%[35] - Aptiv的目标是到2030年100%使用可再生能源供电，到2039年提供只有碳中和产品[35] 外汇风险管理 - 在2023年12月31日，公司外汇风险暴露的净公允价值负债分别为约5.07亿美元和4.46亿美元[181] - 在2023年12月31日，外汇风险的潜在变化对金融工具的公允价值影响为约2300万美元和1700万美元[181] - 公司使用商品掉期/平均利率远期合同来抵消部分潜在价格变动风险，主要针对汽车零部件制造中使用的各种有色金属，主要是铜[181]

imaginima/E+ via Getty Images Investment thesis Our current investment thesis is: Aptiv is positioned perfectly to achieve outsize growth, as it is heavily exposed to the EV and technology trends within the Automotive industry. Unlike many of its peers, the company provides highly complex solutions, allowing for greater differentiation to support the defensibility of its position. With scope for an improvement in growth and margins, we expect a downward pressure on Aptiv’s trading multiples. With only ...