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Side-by-side financial comparison of Aptiv (APTV) and MONRO, INC. (MNRO). Click either name above to swap in a different company.
Aptiv is the larger business by last-quarter revenue ($5.2B vs $293.4M, roughly 17.6× MONRO, INC.). MONRO, INC. runs the higher net margin — 3.8% vs 2.7%, a 1.1% gap on every dollar of revenue. On growth, Aptiv posted the faster year-over-year revenue change (5.0% vs -4.0%). Aptiv produced more free cash flow last quarter ($651.0M vs $9.1M). Over the past eight quarters, Aptiv's revenue compounded faster (2.5% CAGR vs -2.7%).
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.
Monro, Inc. is an automotive services company founded and headquartered in Rochester, New York, U.S. As of 2025, Monro has 1,260 locations making them the second-largest automotive services company in North America after Driven Brands by number of locations and by revenue.
APTV vs MNRO — Head-to-Head
Income Statement — Q4 2025 vs Q3 2026
| Metric | | |
|---|---|---|
| Revenue | $5.2B | $293.4M |
| Net Profit | $138.0M | $11.1M |
| Gross Margin | 18.7% | 34.9% |
| Operating Margin | 8.2% | 6.3% |
| Net Margin | 2.7% | 3.8% |
| Revenue YoY | 5.0% | -4.0% |
| Net Profit YoY | -48.5% | 143.1% |
| EPS (diluted) | $0.63 | $0.35 |
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 | $293.4M | ||
| Q3 25 | $5.2B | $288.9M | ||
| Q2 25 | $5.2B | $301.0M | ||
| Q1 25 | $4.8B | $295.0M | ||
| Q4 24 | $4.9B | $305.8M | ||
| Q3 24 | $4.9B | $301.4M | ||
| Q2 24 | $5.1B | $293.2M | ||
| Q1 24 | $4.9B | $310.1M |
| Q4 25 | $138.0M | $11.1M | ||
| Q3 25 | $-355.0M | $5.7M | ||
| Q2 25 | $393.0M | $-8.1M | ||
| Q1 25 | $-11.0M | $-21.3M | ||
| Q4 24 | $268.0M | $4.6M | ||
| Q3 24 | $363.0M | $5.6M | ||
| Q2 24 | $938.0M | $5.9M | ||
| Q1 24 | $218.0M | $3.7M |
| Q4 25 | 18.7% | 34.9% | ||
| Q3 25 | 19.5% | 35.7% | ||
| Q2 25 | 19.1% | 35.5% | ||
| Q1 25 | 19.1% | 33.0% | ||
| Q4 24 | 19.6% | 34.3% | ||
| Q3 24 | 18.6% | 35.3% | ||
| Q2 24 | 19.2% | 37.2% | ||
| Q1 24 | 17.9% | 35.5% |
| Q4 25 | 8.2% | 6.3% | ||
| Q3 25 | -3.4% | 4.4% | ||
| Q2 25 | 9.3% | -2.0% | ||
| Q1 25 | 9.3% | -8.1% | ||
| Q4 24 | 9.8% | 3.3% | ||
| Q3 24 | 10.4% | 4.4% | ||
| Q2 24 | 8.7% | 4.5% | ||
| Q1 24 | 8.5% | 3.3% |
| Q4 25 | 2.7% | 3.8% | ||
| Q3 25 | -6.8% | 2.0% | ||
| Q2 25 | 7.5% | -2.7% | ||
| Q1 25 | -0.2% | -7.2% | ||
| Q4 24 | 5.5% | 1.5% | ||
| Q3 24 | 7.5% | 1.9% | ||
| Q2 24 | 18.6% | 2.0% | ||
| Q1 24 | 4.4% | 1.2% |
| Q4 25 | $0.63 | $0.35 | ||
| Q3 25 | $-1.63 | $0.18 | ||
| Q2 25 | $1.80 | $-0.28 | ||
| Q1 25 | $-0.05 | $-0.74 | ||
| Q4 24 | $1.22 | $0.15 | ||
| Q3 24 | $1.48 | $0.18 | ||
| Q2 24 | $3.47 | $0.19 | ||
| Q1 24 | $0.79 | $0.12 |
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 | $4.9M |
| Total DebtLower is stronger | $7.5B | $45.0M |
| Stockholders' EquityBook value | $9.2B | $604.9M |
| Total Assets | $23.4B | $1.6B |
| Debt / EquityLower = less leverage | 0.81× | 0.07× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.9B | $4.9M | ||
| Q3 25 | $1.6B | $10.5M | ||
| Q2 25 | $1.4B | $7.8M | ||
| Q1 25 | $1.1B | $20.8M | ||
| Q4 24 | $1.6B | $10.2M | ||
| Q3 24 | $1.8B | $20.9M | ||
| Q2 24 | $2.2B | $18.7M | ||
| Q1 24 | $941.0M | $6.6M |
| Q4 25 | $7.5B | $45.0M | ||
| Q3 25 | $7.6B | $60.0M | ||
| Q2 25 | $7.8B | $71.5M | ||
| Q1 25 | $7.6B | $61.3M | ||
| Q4 24 | $7.8B | $59.3M | ||
| Q3 24 | $8.3B | $62.0M | ||
| Q2 24 | $5.5B | $112.0M | ||
| Q1 24 | $4.7B | $102.0M |
| Q4 25 | $9.2B | $604.9M | ||
| Q3 25 | $9.3B | $601.7M | ||
| Q2 25 | $9.7B | $604.9M | ||
| Q1 25 | $9.0B | $620.8M | ||
| Q4 24 | $8.8B | $648.9M | ||
| Q3 24 | $8.9B | $651.9M | ||
| Q2 24 | $11.5B | $654.4M | ||
| Q1 24 | $11.1B | $656.8M |
| Q4 25 | $23.4B | $1.6B | ||
| Q3 25 | $23.5B | $1.6B | ||
| Q2 25 | $23.9B | $1.6B | ||
| Q1 25 | $23.1B | $1.6B | ||
| Q4 24 | $23.5B | $1.7B | ||
| Q3 24 | $24.8B | $1.7B | ||
| Q2 24 | $24.8B | $1.7B | ||
| Q1 24 | $23.6B | $1.7B |
| Q4 25 | 0.81× | 0.07× | ||
| Q3 25 | 0.82× | 0.10× | ||
| Q2 25 | 0.80× | 0.12× | ||
| Q1 25 | 0.85× | 0.10× | ||
| Q4 24 | 0.89× | 0.09× | ||
| Q3 24 | 0.93× | 0.10× | ||
| Q2 24 | 0.48× | 0.17× | ||
| Q1 24 | 0.42× | 0.16× |
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 | $17.8M |
| Free Cash FlowOCF − Capex | $651.0M | $9.1M |
| FCF MarginFCF / Revenue | 12.6% | 3.1% |
| Capex IntensityCapex / Revenue | 3.2% | 3.0% |
| Cash ConversionOCF / Net Profit | 5.93× | 1.60× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $49.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $818.0M | $17.8M | ||
| Q3 25 | $584.0M | $32.3M | ||
| Q2 25 | $510.0M | $-1.9M | ||
| Q1 25 | $273.0M | $28.9M | ||
| Q4 24 | $1.1B | $14.8M | ||
| Q3 24 | $499.0M | $62.6M | ||
| Q2 24 | $643.0M | $25.6M | ||
| Q1 24 | $244.0M | $-5.3M |
| Q4 25 | $651.0M | $9.1M | ||
| Q3 25 | $441.0M | $26.6M | ||
| Q2 25 | $361.0M | $-9.3M | ||
| Q1 25 | $76.0M | $23.2M | ||
| Q4 24 | $894.0M | $7.9M | ||
| Q3 24 | $326.0M | $57.6M | ||
| Q2 24 | $417.0M | $16.8M | ||
| Q1 24 | $-21.0M | $-11.9M |
| Q4 25 | 12.6% | 3.1% | ||
| Q3 25 | 8.5% | 9.2% | ||
| Q2 25 | 6.9% | -3.1% | ||
| Q1 25 | 1.6% | 7.9% | ||
| Q4 24 | 18.2% | 2.6% | ||
| Q3 24 | 6.7% | 19.1% | ||
| Q2 24 | 8.3% | 5.7% | ||
| Q1 24 | -0.4% | -3.8% |
| Q4 25 | 3.2% | 3.0% | ||
| Q3 25 | 2.7% | 2.0% | ||
| Q2 25 | 2.9% | 2.5% | ||
| Q1 25 | 4.1% | 1.9% | ||
| Q4 24 | 3.4% | 2.2% | ||
| Q3 24 | 3.6% | 1.6% | ||
| Q2 24 | 4.5% | 3.0% | ||
| Q1 24 | 5.4% | 2.1% |
| Q4 25 | 5.93× | 1.60× | ||
| Q3 25 | — | 5.71× | ||
| Q2 25 | 1.30× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.96× | 3.23× | ||
| Q3 24 | 1.37× | 11.08× | ||
| Q2 24 | 0.69× | 4.37× | ||
| Q1 24 | 1.12× | -1.42× |
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% |
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
