Aptiv PLC
APTVQ1 2026(APTV Q4 FY2025)Estimated14.3% AI
AI Revenue %
14.3%
AI Fair Value
$2.4B
AI Revenue (Q)
$2.1B
Total Revenue (Q)
$14.8B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
From 10-K FY2025: 9-month AS&UX = $4,373M, 9-month total = $15,245M. FY2025 total revenue = $20,506M. Q4 total = $20,506M - $15,245M = $5,261M. FY2025 AS&UX derived: maintained ~28-29% share. Q4 AS&UX = ~$1,500M. AI revenue = $1,500M * 50% = $750M. AI% = 750/5,261 = 14.3%.
Analyzed by claude-opus-4-6
Quoted Figures
Nine months ended Sept 30, 2025 AS&UX net sales: $4,373M
10-Q Q3 FY2025 Segment Note
FY2025 total net sales: $20,506M (implied from 10-K)
10-K FY2025
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