Aptiv PLC at Wolfe Research Global Auto, Auto Tech, and Mobility Conference Transcript
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With Aptiv. So as you know, no supplier in this industry is more associated with growth and this industry's megatrends than Aptiv. And we've seen this pretty clearly. Over the past 3 years alone, this company has achieved growth over market averaging around 12%. And that was driven largely by growth in technologies for active safety, high-voltage architectures for electric vehicles.
And then yesterday's Investor Day, the company sent a pretty clear message. That is that impressive growth is going to continue, and they talked about 8 to 10 points of growth over market through 2025 and then even higher than that beyond 2025. The next few years, it will be driven by 30% annual growth from high-voltage architectures for EVs, 25% annual growth from active safety, and then there are new drivers of growth from smart vehicle architecture software and growth into adjacent markets. The company targeted revenue growth from about $17.5 billion in 2022 to somewhere between $23 billion and $24 billion by 2025.
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