Aptiv PLC (APTV)
Aptiv supplies electrical architecture, sensors, and software that power advanced safety and connected-vehicle features.
APTV vs F: how the two businesses compare
- Bigger business: F, with $187.3B of yearly revenue, about 9.2× APTV's $20.4B.
From each company's latest annual SEC filing. Fiscal years can end on different dates.
Ford Motor (F) is the larger business by reported revenue: $187.3B in its fiscal year ended Dec 2025, about 9.2× APTV's $20.4B (fiscal year ended Dec 2025). The SEC places them in related industries (Motor Vehicle Parts & Accessories; Motor Vehicles & Passenger Car Bodies), and both map to the Tariffs & trade research theme.
Figures come from each company's own SEC filings. This page compares the businesses; it is not a price target or a verdict.
- Consumer Discretionary
- Different
- Separate classifications
- December 31
- Same calendar
- Feb 11, 2026
APTV vs F: quick comparison
| Company fact | APTV | F |
|---|---|---|
| Company | Aptiv PLC | Ford Motor Company |
| Exchange | NYSE | NYSE |
| Headquarters | — | Dearborn, Michigan |
| Founded | — | 1903 |
| SEC industry | Motor Vehicle Parts & Accessories | Motor Vehicles & Passenger Car Bodies |
| Fiscal year-end | December 31 | December 31 |
| Latest annual filing | 10-K · 2026-02-06 | 10-K · 2026-02-11 |
APTV vs F: audited financials
- Scale: F's $187.3B of revenue is about 9.2× APTV's $20.4B.
- Cash conversion: operating cash flow equalled APTV 10.7% of revenue, or 13.2× net income; F 11.4% of revenue. A ratio well above 1× usually reflects non-cash charges or working-capital release; well below 1× can reflect working-capital build or non-cash gains.
- Periods: both fiscal years end on 2025-12-31, so these annual figures cover the same months.
| Metric | APTV | F |
|---|---|---|
| Revenue | $20.4B2025-01-01 to 2025-12-31 · SEC filing | $187.3B2025-01-01 to 2025-12-31 · SEC filing |
| Net income | $165M2025-01-01 to 2025-12-31 · SEC filing | $5.9B2024-01-01 to 2024-12-31 · SEC filing |
| Operating cash flow | $2.2B2025-01-01 to 2025-12-31 · SEC filing | $21.3B2025-01-01 to 2025-12-31 · SEC filing |
| Diluted EPS | $0.752025-01-01 to 2025-12-31 · SEC filing | −$2.062025-01-01 to 2025-12-31 · SEC filing |
| Net margin | 0.8%2025-01-01 to 2025-12-31 · SEC filing | — |
APTV: FY ending 2025-12-31 · F: FY ending 2025-12-31. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
Where APTV and F overlap, and where they don't
Overlap
- Related SEC industries: both sit in SIC major group 37.
- Shared research theme: Tariffs & trade.
- Same fiscal calendar: both fiscal years end December 31.
Differences
- Different four-digit SIC codes: APTV is 3714 (Motor Vehicle Parts & Accessories); F is 3711 (Motor Vehicles & Passenger Car Bodies).
- Scale: F reported about 9.2× the annual revenue of APTV.
Overlap is drawn from SEC classifications and Yield Theory research themes. It is not evidence that the companies sell to the same customers or compete product for product.
Ford Motor Company (F)
Ford is one of the oldest US automakers, best known for the F-Series pickups that anchor its profits. It is investing in electric vehicles while managing the costs of that transition against its combustion lineup.
What moves each company
Company-specific drivers maintained by Yield Theory. Use them to decide which filing deserves deeper work; they are not predictions.
What moves APTV
We have not yet published a company-specific driver list for APTV. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2026-02-06.
What moves F
We have not yet published a company-specific driver list for F. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2026-02-11.
The investment question
You now know F reports about 9.2× APTV's revenue. Those are the facts. The investment question is what each share price already assumes about their exposure to tariffs & trade, and which evidence in the next filings would prove that assumption wrong.
Members-only research
What members are reading this month
- Issue 07: The Vote That Knocked Almost a Quarter off Data Center Stocks
Texas has frozen new data center approvals since the summer. The vote extends that freeze, but it cannot unplug campuses that already have power. We map who is exposed, test whether the sell-off overshot and say where the real risk sits.
- Citadel bought the AI fire sale. The seller had run out of time.
Up 439% in the first half, down about 67% in July: how an AI hedge fund ended up selling a roughly $16 billion stock book to Citadel at a discount.
The thesis, the numbers behind it, and what would break it. Full access is $39 a month.
Read the full researchSEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable. Both fiscal years end December 31, so annual reports line up, but check segment definitions before comparing growth or margins.
The current verified House and Senate snapshot contains 9 matched transaction rows for APTV and 33 matched transaction rows for F. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
APTV primary filings
F primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
APTV vs F FAQs
Are APTV and F direct competitors?
Not necessarily. Aptiv files as Motor Vehicle Parts & Accessories and Ford Motor as Motor Vehicles & Passenger Car Bodies. The pair is compared because both map to the Tariffs & trade research theme, not because the filings show head-to-head competition.
Is APTV or F the bigger company by revenue?
Ford Motor (F) is the larger business by reported revenue: $187.3B in its fiscal year ended Dec 2025, about 9.2× APTV's $20.4B (fiscal year ended Dec 2025). The SEC places them in related industries (Motor Vehicle Parts & Accessories; Motor Vehicles & Passenger Car Bodies), and both map to the Tariffs & trade research theme. Each figure is the annual amount tagged in the company's own SEC XBRL filing; market value depends on live prices, which this page does not publish.
Which is better, APTV or F?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this APTV vs F comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers Aptiv PLC and Ford Motor Company tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-11-09. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-11-09. Independent educational research; not investment advice.
Which business differences matter to the investment thesis?
APTV vs F compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $39/month or $249/year.
Members-only research
$39/mo or $249/yr · cancel future renewals anytime · sources included