Aptiv's Billion-Dollar Breakup скачать в хорошем качестве

Aptiv's Billion-Dollar Breakup

Aptiv (NYSE: APTV), the automotive-parts supplier with deep roots in Delphi Automotive and GM, is making a bold move: a corporate breakup in early 2026. Here’s what’s happening ⬇️ 🔹 Why the Split Matters -Aptiv stock slumped 55% since 2021, despite 30% annual earnings growth. -Wall Street began seeing it as “just another auto-parts supplier.” -By splitting into two focused companies — Safety & Software + Electrical Distribution Systems (EDS) — Aptiv aims to unlock value and attract higher multiples. 🔹 Breakup Details 1. Safety & Software Solutions -Sensors, electronics, and autonomous tech 🖥️ -$12.2B 2024 sales, strong margins at 18.8% -Potential growth beyond autos into AI, data centers & industrials 2. Electrical Distribution Systems (EDS) -Vehicle wiring & communication systems ⚡ -$8.3B 2024 sales, 9.5% margins -Expected to trade at higher multiples post spin-off 🔹 Investor Outlook -Analysts see $92–$100 price targets (15–25% upside). -Comparison to successful spin-offs like GE Vernova and Phinia suggests major potential. -Risks: Market may still treat both companies as “auto suppliers,” which could cap valuation. The split could be the catalyst Aptiv needs to finally get back its premium valuation. 👉 What do you think — will investors buy into the story this time, or will Aptiv remain undervalued? Share your thoughts in the comments!