Aptiv

CEO Kevin Clark has led multi-year transformation since 2015 and became Chair in 2022. CFO Varun Laroyia (appointed November 2024) brings a track record of working-capital and margin improvement at LKQ.

Leadership has acted to reduce exposure to capital-intensive autonomy by restructuring Motional ownership (to ~15%) and is executing the planned EDS spin. Governance and communication are solid; the key test remains delivery of sustained margin/FCF expansion through the cycle and clean execution of the separation.