When was $APTV first mentioned on Surfaced?

The earliest tracked mention of $APTV in the Surfaced archive was on Nov 26, 2025.

How many voices track $APTV?

3 FinTwit voices have mentioned $APTV 13 times in the past 12 months.

What kind of voices mention $APTV most?

$APTV is mentioned most by Long Research voices on Surfaced.

Last 12mo stats

mentions

voices

$APTV

Q: Who mentions $APTV most on Surfaced?

@vulturetrades (Vulture trades 🦅) mentions $APTV most — 5 mentions in the past 12 months.

Aptiv PLC

Share on X

$APTV

Aptiv PLC

Past 12mo:13mentions3voices

Share on X

All voices5 calls since Nov 2025show all

Loading price chart…

About this stock

$APTV has generated 13 mentions over a 12-month period from June 2025 through June 2026, discussed by three distinct FinTwit voices. @valuedontlie (Colin King) and @vulturetrades (Vulture trades 🦅) each contributed 5 mentions, while @cobraalerts (Cobra) posted 3 mentions. The discussion began on November 26, 2025, with the most recent activity occurring on June 3, 2026. Long research dominated the discourse surrounding Aptiv PLC.

AI-generated from tracked posts · updated Jun 4, 2026

Frequently asked

Who mentions $APTV most on Surfaced?

Related stocks

$VGNTVersigent

$ARMKAramark

$ARXSArxis Inc - Class A

$ASYSAmtech Systems

Recent calls

5 calls

@vulturetradesJun 3, 2026 · 4:55 PM

$APTV 85 Call 6/18 here 🚨

Open on X

@cobraalertsJun 3, 2026 · 4:55 PM

$APTV 85 CALL 6/18 @ here 🐍🚨

Open on X

@valuedontlieJan 14, 2026 · 12:21 PM

3) $APTV upcoming spin-off of electrical business (more of a traditional auto supplier) while RemainCo has a nice mix of high margin industrial components... earnings growing too RemainCo: https://t.co/fwkjJVAjiM SpinCo: https://t.co/dgLNdvOntg

Open on X

@valuedontlieNov 30, 2025 · 3:23 PM

Previously looked at $APTV SpinCo... now unpacking RemainCo... It's the bigger, growthier, and higher margin side of the split (RC expects cumulative FCF >4x SC over next 3yrs) 1) Aptiv on a mission to shed ICE and low margin exposure since 2017 Delphi spin 2) Remaining businesses = ADAS and infotainment products (intelligent systems) and connectors/cables (engineered components) 3) Fundamentals are good = 6% revenue CAGR since 2017 split, EBITDA margins ~19% vs. spinco at 10%, lots of FCF 4) "value creation framework" = targeting 4-7% sales growth, 200bps margin expansion, mid-teens EPS growth before capital allocation... expecting $4bn cum. FCF generation 2026-2028 5) New Aptiv hoping for both multiple re-rate (i.e. 20% margin biz should trade higher than 10% margin biz) & earnings growth (organic) 6) EPS guide = $5.50 in 2025... higher end auto peers trading 13-14x = $72-77... but this ignores 2026 #'s or growth through 2028 If 2028 targets are realistic + capital allocation layered in, EPS could be closer to $9-10 by then... shares at $78 today before the EDS spin... Hmm...

Open on X

@valuedontlieNov 26, 2025 · 2:22 PM

A look at upcoming Aptiv spin-off coming in 1Q26... 1) SpinCo = electrical distribution systems (EDS) to be named Cyprium (no ticker yet) 2) EDS makes wire harnesses; cables that connect everything in your car (dashboard, battery, fuses, lights, etc.)... it's the car's plumbing 3) Wire harnesses are labor intensive, low margin, and face annual price declines... EDS is an-industry leader (higher margins than peers) 4) Some "secular growth" opportunity here... high voltage cables (~10% sales) used in EVs and carry better margins 5) 2028 outlook = 3-4% rev growth, 200bps margin expansion (12% EBITDA margin), and $1bn cumulative FCF... assumptions: new wins, growth in EV, price declines, op. leverage, modest auto production growth 6) 2025 guide = $8.6bn rev @ 10% margins = $860m EBITDA... capex running 3-4% of revs and cash restructuring costs at $75-90m per year (indefinitely) 7) Balance sheet at $1.6bn net debt = ~1.9x leverage vs. 2-2.5x target... i.e. some excess capital available... vanilla capital allocation approach: dividend, maybe buybacks, tuck-ins 8) Auto supplier peers trade at 8-12x earnings and 5-6x EBITDA = $13-17 per share (depends on how you treat cash Rx costs) Chance to own best(?) operator in a tough industry... I'm hoping this is a small afterthought for $APTV investors and gets kicked to the curb...

Open on X