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, chairman and chief executive officer of Aptiv, discussed the company's second-quarter 2026 results, noting a reduction in full-year revenue guidance by $300 million at the midpoint. He attributed this to changes in customer production schedules, primarily from weakness in the domestic China market, delays in program launches and ramps, and timing issues. Clark also highlighted progress in non-automotive opportunities, including the company's first commercial award from a leading drone manufacturer with total lifetime revenues of over $500 million over a five-year program, and stated that the margin profile for non-automotive business is higher than in automotive. In earlier remarks from the fourth-quarter 2024 earnings call, Clark addressed uncertainty from recent trade policy announcements, saying Aptiv's 2025 outlook included additional conservatism for North American vehicle production but had not factored in changes to tax, trade, or tariff policy. He also discussed the planned separation of Aptiv's ED&S segment, targeting completion by March 31, 2026, subject to board approval and customary conditions, with investor days for both entities planned for fall 2025.
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