President, Chairman & Chief Executive Officer, Aptiv
Search every verified Kevin Clark interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Kevin Clark, Aptiv’s chair and chief executive officer, reported record fourth-quarter revenue of $5.22 billion and full-year new business awards of $27 billion, which fell short of the company’s $31 billion target due to customer awards shifting to early 2026. He stated that the separation of the electrical distribution systems business into a new company called Versigent remains on track for April 1, 2026, and that a leadership team for the spin-off has been finalized. Clark said the company navigated changes in geopolitical trends and trade policies during 2025 and delivered earnings growth despite larger-than-anticipated foreign exchange and commodity headwinds. Clark noted that the company’s principal trade exposure is within North America, with over 95% of U.S. trade flows between the U.S. and Mexico, and that over 99% of its Mexican imports are USMCA compliant. He said Aptiv is working to mitigate tariff impacts by optimizing its supply chain, shifting manufacturing footprint, and building inventory, and that any remaining tariff amounts would be passed on to customers. Clark also stated that the company expects 2026 revenue growth to accelerate, driven by new automotive program launches and continued double-digit growth in other end markets, and that 2026 bookings for Aptiv and Versigent combined are expected to exceed $30 billion.
“We've been successfully leveraging our product portfolio and operating model to penetrate non-automotive markets where the shared secular trends of automation, electrification, and digitalization are aligning customer needs for mission-critical applications across automotive, A&D, telecom, industrials, and other market...”
“We forecast revenue in the range of 12.8 to 13.2 billion, up 4% at the midpoint, reflecting the benefit of new program launches, the abatement of certain headwinds that weighed on 2025 revenue growth, as well as improved end market and product mix.”
“We navigated changes in geopolitical trends and global trade policies as well as customer specific challenges and delivered earnings growth in the face of FX and commodity headwinds that were significantly larger than we had initially anticipated.”
“We're confident that we'll be able to come in at a level won't be consistent with 2026, will be higher but a level that is certainly below the 100 to 120% price increases that you're hearing thrown around today as it relates to whatever that price increase ends up being.”
I speak with Aptiv CEO Kevin Clark about the impact of tariffs, the changing automotive industry, and the growing role of AI and ...
Kevin P. Clark explains how Aptiv attracts and retains great talent—and shares the one thing CEOs aren't talking about enough ...
Kevin Clark is on Waypoint's Board of Directors and introduced Pete for his keynote speech at the Waypoint Adventure 2023 Fundraiser. Hear Pete's back story and what life was like before his disease in 2015.
Kevin Clark (BSBA '99) served as the serving as the 2022 UBP commencement speaker.
Kevin Clark is the CEO and Raj Gupta is the Chairman at Aptiv, formerly Delphi Automotive Systems, an American auto parts ...
Sign in to search the full transcript archive, filter by topic, and access every quote from Kevin Clark.