Aptiv PLC at Jefferies Industrials Conference Transcript
All right. Good morning, everyone. My name is David Kelley. I cover the auto technology and mobility suppliers for Jefferies. And a good representative here today. We've got Aptiv, the CFO, Joe Massaro; and as well as the Head of IR, Elena Rosman. Thank you both for joining me. And this is going to be more of a fireside chat, so I guess let's get right into it. There's certainly a lot going on in the world of autos these days.
Questions & Answers
And Joe, maybe just to start with the macro. It's clearly dominating. I think the 2Q earnings cycle, you downgraded your production outlook for China last week but maintained really the prior North America and Europe outlooks. Can you just talk about, a, what you're seeing from a high-level production standpoint as we enter the second half of what should be a tough year?
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