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News articleYahoo Finance· February 2, 2026

Aptiv (APTV) Q4 2025 Earnings Call Transcript

View original at finance.yahoo.com
Aptiv (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?…
Opening lines of the source · Yahoo Finance · short snapshot — read the full document at the original

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  • Total bookings for 2026 expected to exceed $30B for combined Aptiv and Versagen

    80% confidence

  • Historical DRAM cost recovery has been approximately 100% pass-through to customers

    80% confidence

  • Software and services business represents approximately 25% of NuAptiv business with mid-teens growth rate

    80% confidence

  • Aptiv is highly confident it will be able to push DRAM cost increases through to OEM customers

    80% confidence

  • Versagen has momentum heading into 2026 and is confident in ability to deliver shareholder value as independent company

    80% confidence

  • Non-automotive revenue grew 8% full-year 2025, with other industrial growing faster than commercial vehicles in Q4

    80% confidence

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