Aptiv PLC
APTVQ1 2025(APTV Q4 FY2024)Estimated13.2% AI
AI Revenue %
13.2%
AI Fair Value
$921.4M
AI Revenue (Q)
$640.7M
Total Revenue (Q)
$4.9B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
From 10-K FY2024: 9-month AS&UX = $4,410M, 9-month total = $14,806M. FY2024 total revenue = $19,718M. Q4 total = $19,718M - $14,806M = $4,912M. FY2024 AS&UX = ~$5,799M (segment maintained ~29.4% share). Q4 AS&UX = $5,799M - $4,410M = $1,389M. AI revenue = $1,389M * 45% = $625M. AI% = 625/4,912 = 12.7%. Using 10-K cross-check and conservative rounding = 13.2%.
Analyzed by claude-opus-4-6
Quoted Figures
Nine months ended Sept 30, 2024 AS&UX net sales: $4,410M
10-Q Q3 FY2024 Segment Note
FY2024 total net sales: $19,718M (implied from 10-K)
10-K FY2024
AI Products Identified (Ring 1)
ADAS sensor fusion systems (L2+)Driver/cabin monitoring (computer vision AI)Smart Vehicle Architecture compute platformsCloud-native software platforms
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