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, President, Chairman, and CEO of Aptiv, spoke on the company's Q4 2024 earnings call on February 6, 2025. He stated that the market remains dynamic and that recent trade policy announcements have created "incremental uncertainty" which could impact supply chains and vehicle production. Clark said the company included "additional conservatism" for North American vehicle production in its 2025 outlook, but clarified that the outlook had not factored in changes to tax, trade, or tariff policy by the new administration. He also noted that the company expects to see "stability" in OEM vehicle production schedules after significant corrections in 2024. Clark announced that Aptiv is targeting the completion of a separation by March 31, 2026, subject to board approval and customary conditions. He said the company will host investor days for both Aptiv and the EDS business in the fall of 2025. Regarding potential semiconductor shortages driven by increased demand for AI and computing, Clark stated the company would monitor the situation closely and consider ramping up inventory investment if extended order and delivery periods emerge.
“The market remains dynamic and the recent announcements regarding trade policy has created incremental uncertainty which could impact supply chains and vehicle production. As a result, as Room will discuss shortly, we believe it's prudent to include additional conservatism for North American vehicle production in our c...”
“We're targeting the completion of the separation by March 31, 2026, subject to final approval by APS board of directors and customary conditions. In the meantime, we'll continue to keep investors updated as the separation progresses, and we'll host investor days for both API and EDS in the fall of this year.”
“Our unique capabilities from the sensor to the cloud provide our customers with flexibility and scalability while further strengthening our competitive mode. Our product portfolio is aligned to the accelerating trends of electrification, automation and digitalization that are happening across multiple industries and it...”
“We remain in a period of uncertainty driven by evolving trade and regulatory policies and remain cautious that consumer demand could weaken in the back half of the year, which we've reflected in our updated guidance.”
“Our current guidance reflects our exposure to tariffs based on trade policy as it currently stands and does not include the impact of tariffs that have not yet been implemented, including the copper tariffs that were announced overnight.”
“We're seeing from OEMs less desire to do things internally. Now there may be some things that that with particular OEMs where it might be a feature or some features within an ADAS stack but that we're going to do it all ourselves and and listen you you're familiar with the OEMs that have tried doing that have spent mon...”
“I think it's reasonable to assume that there's some element of pull forward in production. ... We got a relatively conservative outlook for the back half of the year, which we previously had when we initially gave guidance in February in the front half of the year. So, we get visibility. Um but just in light of the dyn...”
“Our resilient operating model has allowed us to proactively respond to shifting global trade policies, allowing us to keep our customers connected with minimal impact to our operations and profitability. Thanks to our in region, four-region integrated supply chain network underpinned by the end-to-end global visibility...”
“We're raising our full year 2025 guidance reflecting the strength of our third quarter results, partially offset by recent customer specific production disruptions and an outlook for the fourth quarter that prudently incorporates an element of conservatism to reflect the amplified trade tensions beginning to impact sem...”
“The impairment charge of 648 million for Wind River is the result of our regular impairment testing of our reporting units. The charge reflects slower than originally expected growth in the business over 2023 and 2024 owing to delays in 5G adoption and the launch of softwaredefined vehicles.”
“It is a political issue and it is a political issue between the Dutch government and China. Um so, so I think it's important to understand the parties involved as it relates to the situation. Um we can tell you product is flowing in China. Uh so um as we sit here today um it does not we're certainly not being impacted.”
“We control the spin, right? The end of the day, um, that's something that we have have total control of. um um it's the path that we announced back in in in January. We're focused on on you know driving shareholder value. So uh um you know whatever outcome generates the best return that's what the board obviously will...”
“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.”
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