Aptiv PLC and Robust.AI have entered into a partnership to co‑develop AI‑powered collaborative robots, combining Aptiv’s PULSE surround‑view camera and ultrashort‑range radar with its Wind River real‑time operating system and Helix hypervisor. The two companies will embed these technologies into Robust.AI’s Carter™ cobot, a multi‑functional platform that can perform fulfillment picking, point‑to‑point transport, and mobile sorting in a single robot.
Aptiv’s Q3 2025 financial results, released the same day, showed revenue of $5.2 billion—up 7 % year‑over‑year—and an adjusted earnings per share of $2.17, beating consensus estimates of $1.64 by $0.53. The company also reported a GAAP net loss of $355 million, largely driven by a $648 million goodwill impairment related to its 2022 Wind River acquisition. Despite the loss, Aptiv raised its full‑year 2025 guidance, reflecting confidence in its operating performance and the new partnership’s potential to generate additional revenue streams.
The partnership represents a strategic pivot for Aptiv, which has traditionally focused on vehicle architecture. By integrating its advanced sensing and software capabilities with Robust.AI’s robotics platform, Aptiv can tap into the rapidly growing warehouse and manufacturing automation market, which is projected to reach $200 billion by 2030. The collaboration also creates cross‑selling opportunities for Aptiv’s sensor and connectivity solutions in industrial settings, extending its software‑defined mobility strategy beyond automotive.
Market reaction to the announcement was mixed. While investors welcomed the partnership’s long‑term upside, the GAAP net loss and the goodwill impairment weighed on sentiment, leading to a modest pre‑market decline in Aptiv’s share price. Analysts noted that the partnership could offset the short‑term impact of the impairment by opening new revenue channels in a high‑growth sector.
Management emphasized the strategic fit and expected benefits. Javed Khan, EVP of Software, Advanced Safety and User Experience, said the collaboration would “accelerate the deployment of scalable, AI‑powered solutions that deliver real value across multiple industries.” Kevin Clark, Aptiv’s CEO, highlighted the company’s record Q3 results and its confidence in expanding into industrial automation. Rodney Brooks, CTO of Robust.AI, noted that Aptiv’s expertise in autonomous vehicle AI would enhance Carter’s safety and collaboration capabilities, while Anthony Jules, Robust.AI’s CEO, stressed the company’s mission to empower people rather than replace them.
The partnership positions Aptiv to capture growth in warehouse and manufacturing automation, aligning with its broader goal of delivering end‑to‑end mobility and automation solutions across multiple industries. By leveraging Aptiv’s sensor and software stack, the joint product line is expected to offer superior perception, real‑time control, and human‑robot interaction, giving it a competitive edge in a market that increasingly demands flexible, collaborative robots. The collaboration also signals Aptiv’s intent to diversify its revenue base and reduce reliance on the automotive sector, potentially improving long‑term resilience and shareholder value.
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