Strong Results Boosted Aptiv PLC (APTV) in Q3

1 hour ago 2

Soumya Eswaran

Fri, December 26, 2025 astatine 7:36 AM CST 2 min read

Impax Asset Management, an concern absorption company, released its “Impax Global Environmental Markets Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Global equities saw beardown gains successful Q3 2025, driven by coagulated macroeconomic conditions, rising firm earnings, fiscal stimulus, and banking deregulation. However, the absorption connected hypergrowth, cyclical, and worth stocks posed challenges for quality-focused investors, starring to accrued marketplace concentration. The portfolio moved higher, returning 4.55% successful the quarter, but underperformed its superior benchmark, the MSCI ACWI index, which returned 7.62%. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Impax Global Environmental Markets Fund highlighted stocks specified arsenic Aptiv PLC (NYSE:APTV). Aptiv PLC (NYSE:APTV) designs and manufactures conveyance components. The one-month instrumentality of Aptiv PLC (NYSE:APTV) was -0.08%, and its shares mislaid 28.06% of their worth implicit the past 52 weeks. On December 24, 2025, Aptiv PLC (NYSE:APTV) banal closed astatine $76.77 per share, with a marketplace capitalization of $16.717 billion.

Impax Global Environmental Markets Fund stated the pursuing regarding Aptiv PLC (NYSE:APTV) successful its 3rd 4th 2025 capitalist letter:

"Aptiv PLC (NYSE:APTV) (Advanced Road Vehicles & Devices, US) precocious higher during the period, a relation of yet different beardown quarterly merchandise with apical and bottom-line results exceeding expectations. While tariff headwinds person negatively impacted automotive archetypal instrumentality manufacturers, automotive suppliers specified arsenic Aptiv person delivered borderline and measurement growth."

Is Aptiv PLC (APTV) the Best Environmental Stock to Buy?

Aptiv PLC (NYSE:APTV) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 40 hedge money portfolios held Aptiv PLC (NYSE:APTV) astatine the extremity of the 3rd quarter, the aforesaid arsenic successful the erstwhile quarter. In Q3 2025, Aptiv PLC's (NYSE:APTV) revenues accrued 6% connected an adjusted ground to $5.2 billion. While we admit the imaginable of Aptiv PLC (NYSE:APTV) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered Aptiv PLC (NYSE:APTV) and shared the database of stocks everyone’s discussing amid latest net season. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.