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Aptiv PLC (NYSE: APTV), headquartered in Dublin, Ireland, is an automotive technology supplier spun off from Delphi in 2017.
Source: SEC Financial Statement Data Sets, quarterly period, tagged by the issuer. Segment names are the company’s own labels and are not comparable with another filer’s. Shares are of consolidated revenue and need not sum to 100%: overlapping cuts are reported, and segment×geography cross-tabs are dropped rather than counted twice.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 3 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Aptiv FY2025 Form 10-K, risk factors: \"As GM, Ford and Stellantis are among our largest customers\". The same filing states the ten largest customers were ~56% of net sales and one individual Global OEM ~10%, without naming which — so the concentration figure is NOT attributed to this name.
Same sentence as GM above; named as one of Aptiv's largest customers in the FY2025 10-K risk factors.
Same sentence as GM above; named as one of Aptiv's largest customers in the FY2025 10-K risk factors.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
No actions in the register have named or swept this company in the last 24 months.