Aptiv PLC
APTVHIGH VELOCITYDEAL MODE DOMINANTAptiv PLC reads as an High Velocity (composite 78/100); Consistent Strategic Buyer deploying $42M across 1 disclosed transactions, down 99% vs the prior cycle · primary market Automotive, ranked #1 on disclosed spend.
Lens
Disclosed M&A capital (2023–2025)
$42M
vs $4.7B in 2020–2022
Disclosed transactions
1
1/3 active fiscal years in window
Buyer archetype
Consistent Strategic Buyer
Meaningful spend appears across repeat years.
Composite score
78
High Velocity dominates · Deal Mode Dominant
Behavioral posture, nine reads.
Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.
Active Acquirer
Companies actively deploying disclosed capital into M&A
- $9.2B disclosed buyer spend
- Filed within 21d
Buyer Cadence
Buyer-side companies with recent filing activity
- Filed within 21d
- 173 8-Ks
Target Probability
Issuers showing target-side patterns from filings
Spin/Carve
Issuers showing spin-off, carve-out, or sum-of-parts posture
Pressure Watch
Issuers facing activism, governance, or control pressure
Distress Watch
Issuers showing financial-distress filing patterns
Restatement Risk
Issuers with accounting-integrity flags from filings
Capital Velocity
DominantIssuers with the highest filing-activity intensity
- 173 8-Ks
- Filed within 21d
- 4 form types
Quiet Power
Large issuers with low signal volume and clean disclosure cadence
- Enterprise value $18.4B
- 10-Q 21d ago
- 2 active signals
Capital cadence.
Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.
Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $4,475M · Peak count: 3
| FY | Disclosed buys | Disclosed spend | Avg ticket | Audited tier |
|---|---|---|---|---|
| 2025 | N/A | N/A | N/A | N/A |
| 2024 | 1 | $42M | $42M | N/A |
| 2023 | N/A | N/A | N/A | N/A |
| 2022 | 2 | $4.5B | $2.2B | N/A |
| 2021 | 3 | $130M | $43M | N/A |
| 2020 | 1 | $49M | $49M | N/A |
Strategy posture.
The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.
Archetype mix
- Technology Acquisition33%
- Bolt On33%
- Geographic Expansion33%
Strategy keywords
Terms recurring across recent 10-K acquisition disclosures.
- technology_acquisition
- bolt_on
- geographic_expansion
Filing language.
Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.
“The global automotive technology and component supply industry is highly competitive. Competition is based primarily on price, technology, quality, delivery and overall customer service.”
“We are dependent on the continued growth, viability and financial stability of our customers. Our customers generally are OEMs in the automotive industry.”
“We have completed a number of acquisitions in recent years, including the acquisitions of Wind River and Intercable Automotive Solutions S.r.l. in 2022”
“the automotive technology and components industry remains extremely competitive”
“we acquired Wind River Systems, Inc. (“Wind River”) in December 2022”
Market context.
Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.
Primary market
Automotive
- Market spend (2023–2025)
- $12.1B
- Market spend (2020–2022)
- $19.2B
- Recent vs prior
- −37%
- Issuer rank in market
- #1 of 72
- Share of market capital
- 15.0%
Valuation positioning
APTV trades at a -1.1-turn discount to the Automotive peer median of 10.7×.
- EV / Revenue
- 0.9×
- Net debt / EBITDA
- -1.6×
- Peer median EV / EBITDA
- 10.7×
Trading comparables
FMP market data · 2026-05-10
| Company | EV / EBITDA | EV / Rev | Net debt / EBITDA | Revenue | M&A 2023–2025 |
|---|---|---|---|---|---|
| 14.4× | 3.9× | 4.0× | $3.7B | $2.7B | |
| 12.2× | 1.3× | 0.4× | $5.5B | $136M | |
Aptiv PLCAPTV | 9.6× | 0.9× | -1.6× | $20.7B | $42M |
LCI IndustriesLCII | 9.2× | 1.0× | 1.8× | $4.2B | $159M |
| 8.1× | 0.5× | 1.1× | $9.9B | $14M |
Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Automotive. Bars scaled to the highest EV/EBITDA in the set.
Target landscape.
Public-issuer targets that fit this buyer's archetype and target categories from filing-derived signal. Scores reflect cross-signal fit; reasons cite the EDGAR-anchored facts that drove the match.
No qualifying public-issuer targets surfaced from the current signal mix.
Stated target categories
No target categories enumerated in the audited corpus for this issuer.
Filing activity & signal stream.
Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.
Filing cadence
- 10-K (annual)162026-02-06
- 10-Q (quarterly)432026-05-05
- 8-K (event)1732026-05-05
- Proxy / DEF 14A382026-04-20
- Activism (13D / DFAN / PREC)0N/A
Signals on file
- info
Signal
Serial acquisition history
- info
Signal
10-K strategy themes
Audited corpus.
No audited record on file for this CIK in the current v6 corpus.
This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.