Aptiv plc

Aptiv is splitting into two public companies to unlock value. New Aptiv (Intelligent Systems + Engineered Components) targets 4-7% revenue growth and ~21% EBITDA margins by 2028. The EDS spin-off signals automotive supplier maturity — growth is moderating to 3-4%, and the company is pivoting hard into non-auto end markets like aerospace, telecom, and industrial AI at the edge.