Aptiv PLC reported record financial results for the second quarter of 2025, with U.S. GAAP revenue reaching $5.2 billion, a 3% increase from the prior year period. Adjusted for currency exchange and commodity movements, revenue increased by 2%, driven by growth in Asia, North America, and South America.
The company delivered record adjusted earnings of $2.12 per diluted share, a substantial increase from $1.58 in the prior year period. Adjusted Operating Income grew 4% year-over-year to $628 million, with the adjusted operating income margin expanding to 12.1% from 12.0%, reflecting improved operational performance and cost reduction initiatives.
For the first six months of 2025, total net sales were $10.0 billion, an increase of 1% from the same period in 2024. Year-to-date adjusted earnings per share reached $3.80, up from $2.73 in the prior year, while adjusted operating income was $1.2 billion, with a margin of 12.0%.
Aptiv completed the final settlement under its Accelerated Share Repurchase (ASR) Program during the second quarter of 2025, having received total deliveries of 48.5 million shares at an average price of $61.84 per share. $2.52 billion remains available for future share repurchases under the existing $5.0 billion authorization.
The company raised its full-year 2025 adjusted earnings per share guidance to a range of $7.30 to $7.60, representing an impressive 19% increase at the midpoint. The full-year revenue outlook is now $20.0 billion to $20.3 billion, with operating cash flow guided at $2 billion. This guidance reflects the potential impacts of recently imposed U.S. government tariffs.
Segment performance showed strength in Electrical Distribution Systems (EDS) with net sales up 5% and adjusted operating income up 18%, and Advanced Safety and User Experience (ASUX) with adjusted operating income up 5% and margin expansion of 90 basis points, despite a 3% decline in net sales due to roll-offs of legacy programs.
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