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Side-by-side financial comparison of Aptiv (APTV) and Kenvue (KVUE). Click either name above to swap in a different company.
Aptiv is the larger business by last-quarter revenue ($5.2B vs $3.8B, roughly 1.4× Kenvue). Kenvue runs the higher net margin — 8.7% vs 2.7%, a 6.1% gap on every dollar of revenue. On growth, Aptiv posted the faster year-over-year revenue change (5.0% vs 3.2%). Kenvue produced more free cash flow last quarter ($744.0M vs $651.0M). Over the past eight quarters, Aptiv's revenue compounded faster (2.5% CAGR vs -1.5%).
Aptiv PLC is an American automotive technology supplier with headquarters in Schaffhausen, Switzerland. Aptiv grew out of the now-defunct American company, Delphi Automotive Systems, which itself was formerly a component of General Motors.
Kenvue Inc. is an American consumer health company. Formerly the Consumer Healthcare division of Johnson & Johnson, Kenvue owns well-known brands such as Aveeno, Band-Aid, Benadryl, Combantrin, Zyrtec, Johnson's, Listerine, Lactaid, Mylanta, Neutrogena, Trosyd, Calpol, Tylenol, and Visine. Kenvue is incorporated in Delaware and was originally headquartered in the Skillman section of Montgomery Township, New Jersey, before relocating to Summit, New Jersey.
APTV vs KVUE — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $5.2B | $3.8B |
| Net Profit | $138.0M | $330.0M |
| Gross Margin | 18.7% | 56.5% |
| Operating Margin | 8.2% | 14.2% |
| Net Margin | 2.7% | 8.7% |
| Revenue YoY | 5.0% | 3.2% |
| Net Profit YoY | -48.5% | 12.6% |
| EPS (diluted) | $0.63 | $0.16 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $5.2B | $3.8B | ||
| Q3 25 | $5.2B | $3.8B | ||
| Q2 25 | $5.2B | $3.8B | ||
| Q1 25 | $4.8B | $3.7B | ||
| Q4 24 | $4.9B | $3.7B | ||
| Q3 24 | $4.9B | $3.9B | ||
| Q2 24 | $5.1B | $4.0B | ||
| Q1 24 | $4.9B | $3.9B |
| Q4 25 | $138.0M | $330.0M | ||
| Q3 25 | $-355.0M | $398.0M | ||
| Q2 25 | $393.0M | $420.0M | ||
| Q1 25 | $-11.0M | $322.0M | ||
| Q4 24 | $268.0M | $293.0M | ||
| Q3 24 | $363.0M | $383.0M | ||
| Q2 24 | $938.0M | $58.0M | ||
| Q1 24 | $218.0M | $296.0M |
| Q4 25 | 18.7% | 56.5% | ||
| Q3 25 | 19.5% | 59.1% | ||
| Q2 25 | 19.1% | 58.9% | ||
| Q1 25 | 19.1% | 58.0% | ||
| Q4 24 | 19.6% | 56.5% | ||
| Q3 24 | 18.6% | 58.5% | ||
| Q2 24 | 19.2% | 59.1% | ||
| Q1 24 | 17.9% | 57.6% |
| Q4 25 | 8.2% | 14.2% | ||
| Q3 25 | -3.4% | 16.7% | ||
| Q2 25 | 9.3% | 18.0% | ||
| Q1 25 | 9.3% | 14.9% | ||
| Q4 24 | 9.8% | 13.2% | ||
| Q3 24 | 10.4% | 16.8% | ||
| Q2 24 | 8.7% | 3.9% | ||
| Q1 24 | 8.5% | 14.1% |
| Q4 25 | 2.7% | 8.7% | ||
| Q3 25 | -6.8% | 10.6% | ||
| Q2 25 | 7.5% | 10.9% | ||
| Q1 25 | -0.2% | 8.6% | ||
| Q4 24 | 5.5% | 8.0% | ||
| Q3 24 | 7.5% | 9.8% | ||
| Q2 24 | 18.6% | 1.5% | ||
| Q1 24 | 4.4% | 7.6% |
| Q4 25 | $0.63 | $0.16 | ||
| Q3 25 | $-1.63 | $0.21 | ||
| Q2 25 | $1.80 | $0.22 | ||
| Q1 25 | $-0.05 | $0.17 | ||
| Q4 24 | $1.22 | $0.16 | ||
| Q3 24 | $1.48 | $0.20 | ||
| Q2 24 | $3.47 | $0.03 | ||
| Q1 24 | $0.79 | $0.15 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.9B | $1.1B |
| Total DebtLower is stronger | $7.5B | — |
| Stockholders' EquityBook value | $9.2B | $10.8B |
| Total Assets | $23.4B | $27.1B |
| Debt / EquityLower = less leverage | 0.81× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.9B | $1.1B | ||
| Q3 25 | $1.6B | $1.1B | ||
| Q2 25 | $1.4B | $1.1B | ||
| Q1 25 | $1.1B | $1.1B | ||
| Q4 24 | $1.6B | $1.1B | ||
| Q3 24 | $1.8B | $1.1B | ||
| Q2 24 | $2.2B | $1.0B | ||
| Q1 24 | $941.0M | $1.2B |
| Q4 25 | $7.5B | — | ||
| Q3 25 | $7.6B | — | ||
| Q2 25 | $7.8B | — | ||
| Q1 25 | $7.6B | — | ||
| Q4 24 | $7.8B | — | ||
| Q3 24 | $8.3B | — | ||
| Q2 24 | $5.5B | — | ||
| Q1 24 | $4.7B | — |
| Q4 25 | $9.2B | $10.8B | ||
| Q3 25 | $9.3B | $10.6B | ||
| Q2 25 | $9.7B | $10.7B | ||
| Q1 25 | $9.0B | $10.1B | ||
| Q4 24 | $8.8B | $9.7B | ||
| Q3 24 | $8.9B | $10.6B | ||
| Q2 24 | $11.5B | $10.2B | ||
| Q1 24 | $11.1B | $10.6B |
| Q4 25 | $23.4B | $27.1B | ||
| Q3 25 | $23.5B | $27.2B | ||
| Q2 25 | $23.9B | $27.1B | ||
| Q1 25 | $23.1B | $26.3B | ||
| Q4 24 | $23.5B | $25.6B | ||
| Q3 24 | $24.8B | $26.9B | ||
| Q2 24 | $24.8B | $26.4B | ||
| Q1 24 | $23.6B | $27.3B |
| Q4 25 | 0.81× | — | ||
| Q3 25 | 0.82× | — | ||
| Q2 25 | 0.80× | — | ||
| Q1 25 | 0.85× | — | ||
| Q4 24 | 0.89× | — | ||
| Q3 24 | 0.93× | — | ||
| Q2 24 | 0.48× | — | ||
| Q1 24 | 0.42× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $818.0M | $854.0M |
| Free Cash FlowOCF − Capex | $651.0M | $744.0M |
| FCF MarginFCF / Revenue | 12.6% | 19.7% |
| Capex IntensityCapex / Revenue | 3.2% | 2.9% |
| Cash ConversionOCF / Net Profit | 5.93× | 2.59× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $1.7B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $818.0M | $854.0M | ||
| Q3 25 | $584.0M | $294.0M | ||
| Q2 25 | $510.0M | $621.0M | ||
| Q1 25 | $273.0M | $428.0M | ||
| Q4 24 | $1.1B | $793.0M | ||
| Q3 24 | $499.0M | $249.0M | ||
| Q2 24 | $643.0M | $440.0M | ||
| Q1 24 | $244.0M | $287.0M |
| Q4 25 | $651.0M | $744.0M | ||
| Q3 25 | $441.0M | $196.0M | ||
| Q2 25 | $361.0M | $533.0M | ||
| Q1 25 | $76.0M | $249.0M | ||
| Q4 24 | $894.0M | $661.0M | ||
| Q3 24 | $326.0M | $190.0M | ||
| Q2 24 | $417.0M | $350.0M | ||
| Q1 24 | $-21.0M | $134.0M |
| Q4 25 | 12.6% | 19.7% | ||
| Q3 25 | 8.5% | 5.2% | ||
| Q2 25 | 6.9% | 13.9% | ||
| Q1 25 | 1.6% | 6.7% | ||
| Q4 24 | 18.2% | 18.1% | ||
| Q3 24 | 6.7% | 4.9% | ||
| Q2 24 | 8.3% | 8.8% | ||
| Q1 24 | -0.4% | 3.4% |
| Q4 25 | 3.2% | 2.9% | ||
| Q3 25 | 2.7% | 2.6% | ||
| Q2 25 | 2.9% | 2.3% | ||
| Q1 25 | 4.1% | 4.8% | ||
| Q4 24 | 3.4% | 3.6% | ||
| Q3 24 | 3.6% | 1.5% | ||
| Q2 24 | 4.5% | 2.3% | ||
| Q1 24 | 5.4% | 3.9% |
| Q4 25 | 5.93× | 2.59× | ||
| Q3 25 | — | 0.74× | ||
| Q2 25 | 1.30× | 1.48× | ||
| Q1 25 | — | 1.33× | ||
| Q4 24 | 3.96× | 2.71× | ||
| Q3 24 | 1.37× | 0.65× | ||
| Q2 24 | 0.69× | 7.59× | ||
| Q1 24 | 1.12× | 0.97× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
APTV
| Electrical Distribution Systems | $2.3B | 45% |
| Engineered Components Group | $1.4B | 28% |
| Active Safety | $716.0M | 14% |
| User Experience And Other | $564.0M | 11% |
| Smart Vehicle Compute And Software | $154.0M | 3% |
KVUE
| Self Care | $1.6B | 42% |
| Essential Health | $1.1B | 30% |
| Skin Health And Beauty | $1.0B | 28% |
