Aptiv (APTV) Q4 2025 Earnings Call Transcript
View original at finance.yahoo.comAptiv (APTV) Q4 2025 Earnings Call Transcript Image source: The Motley Fool. Date Monday, Feb. 2, 2026 at 8 a.m. ET Call participants Chairman and Chief Executive Officer — Kevin Clark Chief Financial Officer — Varun Laroyia Designated CEO, Versagen — Joe Liatine Need a quote from a Motley Fool analyst?…
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Total bookings for 2026 expected to exceed $30B for combined Aptiv and Versagen
80% confidenceHistorical DRAM cost recovery has been approximately 100% pass-through to customers
80% confidenceSoftware and services business represents approximately 25% of NuAptiv business with mid-teens growth rate
80% confidenceAptiv is highly confident it will be able to push DRAM cost increases through to OEM customers
80% confidenceVersagen has momentum heading into 2026 and is confident in ability to deliver shareholder value as independent company
80% confidenceNon-automotive revenue grew 8% full-year 2025, with other industrial growing faster than commercial vehicles in Q4
80% confidence2026 vehicle production forecast revised to down 1% from prior expectation of up 1%, with Q1 down 4%
80% confidence2026 is a very exciting year for both Aptiv and for Versagen as we unlock value through the formation of two independent, optimally positioned public companies
80% confidenceThe four to seven points growth target through 2028 remains intact
80% confidenceOur resilient operating model enables us to execute flawlessly in this dynamic environment
80% confidenceChina weakness expected in Q1 2026 with strengthening expected Q3-Q4
80% confidenceDRAM price increases expected to be low double-digits in 2026, with 2027 expected to be less than 100-120% increases
80% confidenceSupply chain visibility achieved at 95% to Tier 3 and 99% for semiconductors to Tier 5
80% confidenceCopper budgeted at $5.50/lb for 2026 versus $4.51 actual in 2025, representing approximately $200M top-line revenue impact for Versagen
80% confidence
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