{
  "docId": "019dd923-5e88-73ef-bd5e-2c1630df729e",
  "docSlug": "6826d4914bbf458b",
  "documentTitle": "2025 Investor Day",
  "authorId": "Aptiv",
  "authorName": "Aptiv",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 75,
  "pageCount": 127,
  "prevPage": 74,
  "nextPage": 76,
  "slideType": "kpi_dashboard",
  "function": "summarize",
  "density": "overcrowded",
  "nDataPoints": 12,
  "notes": "Slide 75 from Aptiv 2025 Investor Day presentation.",
  "elementsJson": [
    "headline_text",
    "big_number",
    "bullet_list",
    "icon_grid",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5e-2c1630df729e/75",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5e-2c1630df729e",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5e-2c1630df729e.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-2c1630df729e#slide-75",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "EXECUTING WELL IN A DYNAMIC MACRO ENVIRONMENT TO CONSISTENTLY DELIVER VALUE",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-5bea-70fa-aefa-cabc78ee9928",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.9,
        "x": 0.05,
        "y": 0.85
      },
      "kind": "disclaimer",
      "text": "Notes: 1. Revenue CAGR excludes impact of M&A, FX, and Commodities. 2. Vehicle production CAGR based on Aptiv weighted market. 3. EBITDA and EPS adjusted for restructuring. 4. Free cash flow measured as Operating cash flow less Capital expenditures.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "24f6c486-47d8-490b-824b-a7fd7bceafa2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.9,
        "x": 0.05,
        "y": 0.45
      },
      "kind": "list",
      "text": "Revenue: 4% Adj. CAGR; EBITDA: 300BPS+ Cumulative Margin Expansion; FCF: ~$4B Cumulative; EPS: 30%+ CAGR",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "79f4e020-fc1c-428e-9aab-7217f5ebb5ee",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.1,
        "x": 0.12,
        "y": 0.25
      },
      "kind": "metric",
      "text": "$20.3B",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a5b2586d-bfb4-4f30-8c4c-bc23ff027b1b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.1,
        "x": 0.58,
        "y": 0.25
      },
      "kind": "metric",
      "text": "$1.2B",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b2f6be40-8f14-45f7-b1d8-f31eedef5499",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.1,
        "x": 0.81,
        "y": 0.25
      },
      "kind": "metric",
      "text": "$7.70",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b37ee5f8-5882-466a-ac0b-f60b64b9eb46",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.1,
        "x": 0.35,
        "y": 0.25
      },
      "kind": "metric",
      "text": "$3.2B",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b80dbd9d-4ab9-4ae7-a613-fb6f3d582c8f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Revenue: $20.3B",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-5bea-70fa-aefa-ce6cea37fcd2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.8,
        "x": 0.05,
        "y": 0.12
      },
      "kind": "title",
      "text": "EXECUTING WELL IN A DYNAMIC MACRO ENVIRONMENT TO CONSISTENTLY DELIVER VALUE",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "771c1ac2-bdef-4d2a-9508-1391cca7a51e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.5,
        "x": 0.05,
        "y": 0.05
      },
      "kind": "title",
      "text": "Total Aptiv Performance | 2022-2025E",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "31c5bb55-0c6d-4b09-b07f-0371fe1a4c62",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-1a8d-714e-b624-a1269d8145d7",
      "evidence": "Title/callout 'Executing well in a dynamic macro environment'.",
      "confidence": 85
    },
    {
      "name": "Concrete Language",
      "slug": "concrete-language",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "019dd95a-1a8d-714e-b624-a500f85420c0",
      "evidence": "$20.3B revenue anchor.",
      "confidence": 78
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 105,
      "from": 33,
      "beatId": "019dd95a-07a7-7579-bd63-672452df5a73",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Evidence & Proof",
      "beatSlug": "consultants-gambit-evidence-proof",
      "evidence": "Segment-by-segment proof: Intelligent Systems, Engineered Components, EDS with case studies.",
      "position": 4,
      "confidence": 82,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    },
    {
      "to": 116,
      "from": 74,
      "beatId": "019dd95a-07a7-7579-bd63-76d37f7dfb5c",
      "arcName": "The Transformation Tale",
      "arcSlug": "transformation-tale",
      "beatName": "The Bridge",
      "beatSlug": "transformation-tale-the-bridge",
      "evidence": "Financial roadmaps to 2028 for both entities operationalize the bridge.",
      "position": 3,
      "confidence": 60,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    }
  ],
  "loops": [
    {
      "to": 86,
      "from": 75,
      "name": "Waterfall Value",
      "slug": "31-waterfall-value",
      "bestFor": "Financial analysis, value bridges, variance explanations",
      "matchId": "019dd95a-08f8-7619-ac2c-9ee174238800",
      "evidence": "Track record -> strategy framework -> revenue growth -> cost levers -> margin expansion -> EPS -> capital allocation -> M&A playbook -> value creation summary.",
      "position": 11,
      "objective": "Lay out Aptiv financial profile and capital allocation",
      "structure": "The Total -> Driver 1 Impact -> Driver 2 Impact -> Driver 3 Impact -> The Remainder",
      "confidence": 78,
      "description": "Break down a big number into its component drivers to show where value is created or lost"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}