First Quarter 2023 Earnings Call
2023 Macro Overview
NO CHANGE TO FULL YEAR MACRO OUTLOOK
GLOBAL
1Q23
FY23
Adjusted
Growth¹
15%
13
8%
Production
9%
(1%)
Expecting production at ~85M units
Copper: 3.40
NORTH AMERICA
37% of Revenue²
1Q23
FY23
Adjusted
Growth¹
14%
1Q 2023 Earnings | May 4, 2023 | Aptiv
10%
Production
10%
- flat
Resilient demand despite macro
uncertainty
Expecting production at ~15M units
EUROPE
31% of Revenue²
1Q23
FY23
●
●
Note: South America 2% of Revenue²
1. Adjusted Revenue Growth at midpoint of guidance; excludes impact of foreign exchange, commodities and acquisitions.
% of 2022 Revenue.
2.
ܘ ܐ
Adjusted
Growth¹
24%
8%
Production
17%
(2%)
Still cautious on macro risks
weighing on demand
Expecting production at ~16M units
EUR: 1.00
CHINA
22% of Revenue²
1Q23
FY23
Adjusted
Growth¹
2%
8%
Production
(8%)
- flat
Continued EV penetration despite
flat overall production
Expecting production at ~27M units
CNY: 6.90
Note: Rest of Asia Pacific 8% of Revenue²
•APTIV.View entire presentation