-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：Aptiv (APTV)公布的第一季度调整后每股收益为1.71美元，高于预期的1.69美元（增长1%），也高于市场普遍预期的1.58美元。该季度销售额和利润率均超出预期。营收增长5.4%至50.9亿美元（比市场普遍预期高出7000万美元），调整后营业利润率下降90个基点至11.0%（比市场普遍预期高出50个基点）。APTV于4月1日完成了对电气分配系统（EDS）业务的分拆，成立了Versigent公司，这标志着APTV未来利润率的提升，具有重要的战略意义。值得注意的是，由于股票回购，APTV第一季度的加权平均流通股数量同比下降超过7%，这显著提振了每股收益。 APTV重申了此前对2026年净销售额和调整后每股收益（不包括Versigent）的预期。此外，APTV第二季度净销售额和调整后每股收益预期分别为32亿至34亿美元和1.30至1.50美元，与市场普遍预期的33亿美元和1.52美元基本一致。尽管业绩超出预期，但由于盈利预期低于预期，APTV股价目前下跌1%。
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