What is the main topic?

The article discusses Aptiv's 2025 profit forecast and potential tariff risks affecting supply chains.

How might tariffs impact Aptiv?

Proposed tariffs could disrupt supply chains and vehicle production, creating uncertainty for Aptiv.

What factors contribute to Aptiv's profit forecast?

Steady demand and cost measures contribute to Aptiv's optimistic 2025 profit forecast.

Editorial & Advertiser disclosure

Global Banking & Finance Review® is an online platform offering news, analysis, and opinion on the latest trends, developments, and innovations in the banking and finance industry worldwide. The platform covers a diverse range of topics, including banking, insurance, investment, wealth management, fintech, and regulatory issues. The website publishes news, press releases, opinion and advertorials on various financial organizations, products and services which are commissioned from various Companies, Organizations, PR agencies, Bloggers etc. These commissioned articles are commercial in nature. This is not to be considered as financial advice and should be considered only for information purposes. It does not reflect the views or opinion of our website and is not to be considered an endorsement or a recommendation. We cannot guarantee the accuracy or applicability of any information provided with respect to your individual or personal circumstances. Please seek Professional advice from a qualified professional before making any financial decisions. We link to various third-party websites, affiliate sales networks, and to our advertising partners websites. When you view or click on certain links available on our articles, our partners may compensate us for displaying the content to you or make a purchase or fill a form. This will not incur any additional charges to you. To make things simpler for you to identity or distinguish advertised or sponsored articles or links, you may consider all articles or links hosted on our site as a commercial article placement. We will not be responsible for any loss you may suffer as a result of any omission or inaccuracy on the website.

Home > Finance > Aptiv forecasts upbeat 2025 profit on steady demand, warns of tariff risks

Finance

Aptiv forecasts upbeat 2025 profit on steady demand, warns of tariff risks

Published by Global Banking & Finance Review®

Posted on February 6, 2025

2 min read

Last updated: January 26, 2026

Lawmaker Kim Leadbeater discusses UK's assisted dying law changes - Global Banking & Finance Review — Image of Kim Leadbeater addressing the media about proposed changes to the UK's assisted dying law, emphasizing the removal of High Court judge sign-off to enhance the legislative process.

Aptiv's 2025 Profit Outlook: Growth Amid Tariff Concerns

By Anshuman Tripathy

(Reuters) -Aptiv forecast 2025 profit above analysts' estimates on Thursday on the back of steady demand and cost measures, but the auto parts supplier expressed caution on potential tariffs that might impact supply chains and vehicle production.

U.S. President Donald Trump's proposed tariffs on Canada, Mexico, and China add to industry headwinds owing to intertwined supply chains amongst the countries.

"The recent announcements regarding tariffs have created incremental uncertainty which could impact supply chains and vehicle production," Aptiv CEO Kevin Clark said on a call with analysts.

However, the company's 2025 forecast did not factor in tariff impacts as they seek further clarity.

The Dublin-based company expects its adjusted profit per share for 2025 to range from $7.00 to $7.60, exceeding analysts' estimates of $6.92 per share, according to data compiled by LSEG.

Shares of the company were up more than 5% in morning trade.

Aptiv said its operating income increased in the fourth quarter year-on-year, as it saw benefits from improved performance and cost reductions which it had implemented last year.

Growing demand for software-driven vehicles and autonomous features like lane-keep assist have boosted orders for companies like Aptiv, which specializes in manufacturing parts and components for electrified vehicles.

"Aptiv remains our top pick in the auto supplier space, although we caution it is an industry facing considerable near-term headwinds from pressure on auto production levels from above-average inventory levels and possible tariffs," CFRA Research analyst Garrett Nelson said.

The company's net income fell to $268 million, or $1.14 per share, in the quarter ended Dec. 31, from $905 million, or $3.22 per share, a year earlier.

Analysts on average had expected the company to report $1.65 per share, according to data compiled by LSEG.

(Reporting by Nathan Gomes and Anshuman Tripathy in Bengaluru; Editing by Tasim Zahid and Maju Samuel)

Aptiv forecasts upbeat 2025 profit on steady demand, warns of tariff risks

Quick Summary

Aptiv's 2025 Profit Outlook: Growth Amid Tariff Concerns

Key Takeaways

Frequently Asked Questions about Aptiv forecasts upbeat 2025 profit on steady demand, warns of tariff risks