Aptiv PLC
APTVQ2 2025(APTV Q1 FY2025)Estimated14.8% AI
AI Revenue %
14.8%
AI Fair Value
$1.0B
AI Revenue (Q)
$725.3M
Total Revenue (Q)
$4.9B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
New 3-segment structure. AS&UX segment revenue = $1,424M. Total net sales = $4,825M. AS&UX as % of total = 29.5%. ADAS adoption continues to increase in 2025 with expanding L2+/L3 programs, increasing AI share of AS&UX to 50%. AI revenue = $1,424M * 50% = $712M. AI% = 712/4,825 = 14.8%.
Analyzed by claude-opus-4-6
Quoted Figures
Advanced Safety and User Experience net sales: $1,424M
10-Q Q1 FY2025 Segment Note (MD&A variance table)
Total net sales: $4,825M
10-Q Q1 FY2025 Income Statement
AI Products Identified (Ring 1)
ADAS sensor fusion systems (L2+/L3)Driver/cabin monitoring (computer vision AI)Smart Vehicle Architecture compute platformsCloud-native software platformsAI-based perception algorithms
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Infotainment & user experience displaysBasic connectivity modulesSecurity solutions
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix