2025 Investor Day

Aptiv
arc beats above · slides in the middle · loops below · scroll → 14 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 10
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

127
every slide · same image gating as the playbook
01
Slide 1
front_matter
04
front_matter
05
front_matter
Open slide detailBeat · Situation & Context
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summarize
Open slide detailBeat · Situation & Context
07
summarize
Open slide detailBeat · Situation & ContextLoop · Pivot
08
The slide uses a stacked bar chart to show TAM growth from 2022 to 2030E, with CAGR annotations for each segment and the total market.summarize
Open slide detailBeat · Situation & ContextLoop · Pivot
09
compare_options
Open slide detailBeat · Problem & ComplicationLoop · Pivot
10
The slide uses a split-view comparison table to contrast the two business units post-spin-off.compare_options
Open slide detailBeat · Problem & ComplicationLoop · Pivot
11
The slide uses donut charts to visualize revenue segmentation and a list of metrics to highlight operational and market reach.summarize
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
12
The slide uses a map to visualize the global scale of manufacturing and engineering centers.present_solution
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
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summarize
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
14
The slide uses a combination of a metric list and three donut charts to summarize company performance.summarize
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
15
summarize
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
16
Uses a simple additive logic (A + B = C) to synthesize market trends.present_framework
Open slide detailBeat · Solution & ApproachLoop · Zoom In
17
present_solution
Open slide detailBeat · Solution & ApproachLoop · Zoom In
18
The slide uses a process flow diagram to map product categories to functional capabilities.present_solution
Open slide detailBeat · Solution & ApproachLoop · Zoom In
19
The slide uses a custom legend for product offering maturity (Comprehensive, Select, Early Wins, Potential Future).present_solution
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
20
The slide uses a process flow to map technical capabilities to business outcomes.illustrate_case
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
21
Includes logos of major aerospace clients and technical acronym definitions.illustrate_case
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
22
The slide uses a 'Sense-Think-Act-Optimize' process flow to map technical capabilities to business value.illustrate_case
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
23
The slide uses a process flow to map customer needs to specific technological capabilities (Sense, Think, Act, Optimize) and shows the flow of data between edgeillustrate_case
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
24
The slide uses a waterfall-style logic to show TAM growth and a stacked bar to decompose the 2030E TAM by industry segment.size_opportunity
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
25
The diagram uses a hub-and-spoke style circular layout to represent an integrated operating model.present_framework
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
26
The slide highlights technical infrastructure, intellectual property, workforce scale, and productivity gains.summarize
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
27
Slide 27 from Aptiv 2025 Investor Day presentation.summarize
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
28
The slide uses a map to visualize the global presence of 76 manufacturing centers alongside key performance indicators.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
29
The slide uses a circular process diagram to illustrate the customer engagement lifecycle.summarize
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
30
The slide presents pro forma financial targets for 2025.summarize
Open slide detailBeat · Solution & ApproachLoop · Build Up
31
The slide outlines key financial performance indicators and strategic priorities for the 2026-2028 period.summarize
Open slide detailBeat · Solution & ApproachLoop · Build Up
32
summarize
Open slide detailBeat · Solution & ApproachLoop · Build Up
33
front_matter
Open slide detailBeat · Evidence & Proof
34
summarize
Open slide detailBeat · Evidence & ProofLoop · Zoom In
35
The slide uses a three-column layout to summarize business performance and strategy.summarize
Open slide detailBeat · Evidence & ProofLoop · Zoom In
36
The slide uses a causal flow from left to right: Trends -> Edge Intelligence -> Software/Hardware Demand.establish_context
Open slide detailBeat · Evidence & ProofLoop · Zoom In
37
The slide uses a vertical process flow linked to a layered technology stack.present_framework
Open slide detailBeat · Evidence & ProofLoop · Zoom In
38
The diagram illustrates a transition from a vertical stack (left) to a layered, modular architecture (center) that serves multiple industries (Auto, Telecom, A&present_solution
Open slide detailBeat · Evidence & ProofLoop · Zoom In
39
The slide uses a vertical stack to represent the software/hardware architecture of an ADAS platform.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Zoom In
40
The slide uses a vertical 'Sense-Think-Act-Optimize' framework to map technology layers to the vehicle's operational logic.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Zoom In
41
The slide uses a layered approach to explain the architecture, mapping specific technologies to functional categories.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Zoom In
42
The slide combines a historical innovation timeline with a forward-looking market growth chart.summarize
Open slide detailBeat · Evidence & ProofLoop · Zoom In
43
The slide uses a vertical process flow (Sense-Think-Act-Optimize) to map technical components to business outcomes.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Zoom In
44
illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Zoom In
45
The chart uses a waterfall-style bridge to show the growth of the automotive TAM and a stacked bar to show the diversification into other sectors by 2030.size_opportunity
Open slide detailBeat · Evidence & ProofLoop · Zoom In
46
The slide features a central glowing ring design with four surrounding icons and labels.transition
Open slide detailBeat · Evidence & Proof
47
The slide combines a qualitative list of strategic pillars with quantitative metrics overlaid on a world map.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
48
The background features code snippets, reinforcing the 'tech debt' theme. The slide uses a waterfall-like process visualization.frame_problem
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
49
The slide uses a visual metaphor of a software development lifecycle (circular diagram) and a feature accumulation timeline.plan_implementation
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
50
summarize
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
51
The slide highlights operational excellence through standardization, regional footprint, and proprietary automation.present_solution
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
52
The slide uses a matrix-like layout to map product categories to specific customer examples and ecosystem partners.present_solution
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
53
The slide uses a vertical list with icons to summarize key strategic pillars.summarize
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
54
front_matter
Open slide detailBeat · Evidence & Proof
55
summarize
Open slide detailBeat · Evidence & ProofLoop · Zoom In
56
Includes footnotes for definitions of metrics and abbreviations.summarize
Open slide detailBeat · Evidence & ProofLoop · Zoom In
57
establish_context
Open slide detailBeat · Evidence & ProofLoop · Zoom In
58
The slide uses a process-oriented framework to map functional capabilities to industry applications and specific product examples.present_solution
Open slide detailBeat · Evidence & ProofLoop · Zoom In
59
The slide uses a table structure to map market segments against strategic attributes and product examples.compare_options
Open slide detailBeat · Evidence & ProofLoop · Zoom In
60
summarize
Open slide detailBeat · Evidence & ProofLoop · Zoom In
61
The slide uses a custom 'OPTIMIZE, ACT, THINK, SENSE' framework to categorize product offerings.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Zoom In
62
The slide uses a four-part framework (Optimize, Act, Think, Sense) to categorize product offerings.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Zoom In
63
The slide highlights how core competencies (mission critical, harsh environment, etc.) are applied across diverse industries.establish_context
Open slide detailBeat · Evidence & ProofLoop · Zoom In
64
The slide uses a 'Sense, Think, Act, Optimize' framework to categorize product offerings.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Zoom In
65
Includes a placeholder for a video component; features logos of major aerospace/defense clients.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Zoom In
66
The slide uses a 'Sense, Think, Act, Optimize' framework, though 'Sense' is greyed out.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Zoom In
67
The slide uses a combination of a bar chart for historical/projected automotive TAM and a stacked bar chart with callouts for the 2030E diversified market.size_opportunity
Open slide detailBeat · Evidence & ProofLoop · Zoom In
68
The slide features a central glowing ring and four icons representing the company's core operational pillars.transition
Open slide detailBeat · Evidence & Proof
69
The slide uses a world map to visualize the global footprint of engineering centers alongside key performance indicators.summarize
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
70
Slide highlights operational capabilities and supply chain visibility metrics.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
71
Includes footnotes detailing methodology for facility counts and performance metrics.establish_context
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
72
The slide uses a hub-and-spoke style diagram to map channels to end markets with associated financial data.present_solution
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
73
summarize
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
74
front_matter
Open slide detailBeat · Evidence & Proof
75
Slide 75 from Aptiv 2025 Investor Day presentation.summarize
Open slide detailBeat · Evidence & ProofLoop · Waterfall Value
76
The slide uses a causal flow from left to right, connecting strategic inputs to financial outputs.present_framework
Open slide detailBeat · Evidence & ProofLoop · Waterfall Value
77
The slide outlines key financial performance indicators and strategic goals for the 2026-2028 period.summarize
Open slide detailBeat · Evidence & ProofLoop · Waterfall Value
78
The slide uses a combination of a bar chart for revenue trajectory and donut charts for revenue segmentation.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Waterfall Value
79
The slide uses a stacked bar chart to show the shift in cost components as a percentage of revenue.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Waterfall Value
80
The chart uses a bar-based visualization to show margin expansion over time with specific basis point improvements noted.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Waterfall Value
81
Includes CAGR projections and margin expansion metrics for 2022-2028E.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Waterfall Value
82
Includes revenue breakdown by automotive and non-automotive segments, CAGR projections, and margin expansion drivers.summarize
Open slide detailBeat · Evidence & ProofLoop · Waterfall Value
83
The chart illustrates the EPS growth trajectory for 'New Aptiv' from 2025 to 2028.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Waterfall Value
84
The slide uses a visual contrast between the FCF generation (left) and the allocation priorities (right).present_solution
Open slide detailBeat · Evidence & ProofLoop · Waterfall Value
85
The slide uses a 2x2 matrix structure to categorize M&A strategies into 'Acquisitions Driving Scale' and 'Product and Tech Portfolio Adds'.present_solution
Open slide detailBeat · Evidence & ProofLoop · Waterfall Value
86
The slide outlines key financial performance indicators and strategic priorities for the 2026-2028 period.summarize
Open slide detailBeat · Evidence & ProofLoop · Waterfall Value
87
front_matter
Open slide detailBeat · Evidence & Proof
88
summarize
Open slide detailBeat · Evidence & ProofLoop · Zoom In
89
Slide provides a high-level snapshot of the EDS business unit for investors.summarize
Open slide detailBeat · Evidence & ProofLoop · Zoom In
90
prioritize
Open slide detailBeat · Evidence & ProofLoop · Zoom In
91
present_framework
Open slide detailBeat · Evidence & ProofLoop · Zoom In
92
The slide uses a three-column layout to present core value propositions.summarize
Open slide detailBeat · Evidence & ProofLoop · Zoom In
93
The slide uses a technical diagram of a vehicle wiring harness to illustrate the two product categories.present_solution
Open slide detailBeat · Evidence & ProofLoop · Zoom In
94
The slide uses a waterfall-style logic to bridge 2025 baseline to 2030 optimized content value.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Zoom In
95
The slide contrasts incremental process improvements with clean-sheet design optimization.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Zoom In
96
The slide uses a combination of a hero image and a grid of metrics to emphasize market dominance.summarize
Open slide detailBeat · Evidence & ProofLoop · Zoom In
97
The slide uses a 'capabilities-to-market' mapping logic, showing how internal strengths (requirements) translate into external market opportunities.present_solution
Open slide detailBeat · Evidence & ProofLoop · Zoom In
98
quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Zoom In
99
The slide uses a combination of a bar chart for historical/projected TAM and a breakdown list for 2030E growth drivers by sector.size_opportunity
Open slide detailBeat · Evidence & ProofLoop · Zoom In
100
The slide features a central glowing ring and four surrounding icons representing strategic pillars.transition
Open slide detailBeat · Evidence & Proof
101
The slide combines a process description (iHarness pillars) with quantitative impact metrics and a geographic/workforce visualization.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
102
Includes a map-based example of a KSK program showing manufacturing in Serbia and delivery to Germany.present_solution
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
103
Includes a map of manufacturing facilities and key operational KPIs.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
104
The slide uses a circular process diagram to show the engagement lifecycle and a dashboard-style layout for financial metrics.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
105
The slide uses a vertical list with icons to communicate five key pillars of the value proposition.summarize
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
106
front_matter
Open slide detailBeat · Impact & Next Steps
107
The slide uses a timeline-like visual to connect 2025E projections to cumulative performance metrics.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
108
The slide uses a combination of a list for the foundation and a flow/process diagram for the value creation drivers.present_framework
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
109
The slide outlines key financial performance indicators and strategic capital allocation goals.summarize
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
110
Includes CAGR projections and key drivers for 2025-2028 growth.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
111
The chart shows a breakdown of revenue into EBITDA Margin, Engineering, SG&A & Other, and Material & Manufacturing.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
112
The slide uses a waterfall-style annotation to show margin expansion between periods.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
113
The slide uses a visual metaphor of a road to represent growth trajectory.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
114
The slide uses a visual metaphor of a road for the FCF figure.present_solution
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
115
The slide uses a waterfall-style logic to derive net debt from gross debt, dividend, and cash components.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
116
summarize
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
117
front_matter
118
appendix
119
The table adjusts reported net sales for foreign currency exchange, commodities, and acquisitions to arrive at adjusted revenue growth.analyze_data
120
The table reconciles Net income to Adjusted EBITDA, including various adjustments for non-recurring items and pro-forma impacts.analyze_data
121
Includes pro-forma adjustments for 2025E.analyze_data
122
Contains detailed accounting notes regarding adjustments, tax impacts, and the 'if-converted' method for Mandatory Convertible Preferred Shares (MCPS).summarize
123
The table details the transition from basic shares to adjusted diluted shares, accounting for RSUs and MCPS conversion.analyze_data
124
Note 1: Prepared at the estimated mid-point of the Company's financial guidance range. (a) Reflects net impact of EDS separation to New Aptiv.analyze_data
125
The table adjusts reported net sales for foreign currency exchange and commodities to arrive at adjusted revenue growth.analyze_data
126
The table reconciles Net income to Adjusted EBITDA by adding back interest, taxes, depreciation, and adjusting for other items.analyze_data
127
front_matter