-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。Aptiv（APTV）は、第1四半期の調整後EPSが1.71ドルとなり、市場予想の1.69ドル（1%増）を上回りました。売上高と利益率は予想を上回りました。売上高は5.4%増の50億9,000万ドル（市場予想を7,000万ドル上回る）、調整後営業利益率は90ベーシスポイント低下して11.0%（市場予想を50ベーシスポイント上回る）となりました。APTVは4月1日に電気配電システム（EDS）事業をVersigentとしてスピンオフし、戦略的な節目を迎えました。これにより、APTVは今後、より高い利益率の事業基盤を構築できる見込みです。特筆すべきは、自社株買いにより、第1四半期のAPTVの加重平均発行済株式数が前年同期比で7%以上減少したことで、EPSの大幅な押し上げに貢献したことです。 APTVは、2026年の純売上高と調整後EPS（Versigentを除く）に関する以前のガイダンスを改めて表明した。また、APTVの第2四半期の純売上高と調整後EPSのガイダンスはそれぞれ32億ドル～34億ドルと130ドル～150ドルで、市場予想の33億ドルと152ドルを上回っている。予想を上回ったにもかかわらず、APTVの株価は予想を下回る業績ガイダンスを受けて現在1%下落している。
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