Aptiv PLC
APTVQ3 2025(APTV Q2 FY2025)Estimated14.5% AI
AI Revenue %
14.5%
AI Fair Value
$1.6B
AI Revenue (Q)
$1.4B
Total Revenue (Q)
$10.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
AS&UX segment revenue = $1,507M. Total net sales = $5,208M. AS&UX as % of total = 28.9%. AI share of AS&UX = 50%. AI revenue = $1,507M * 50% = $754M. AI% = 754/5,208 = 14.5%.
Analyzed by claude-opus-4-6
Quoted Figures
Advanced Safety and User Experience net sales: $1,507M
10-Q Q2 FY2025 Segment Note (MD&A variance table)
Total net sales: $5,208M
10-Q Q2 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