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Side-by-side financial comparison of Aptiv (APTV) and Union Pacific Corporation (UNP). Click either name above to swap in a different company.
Union Pacific Corporation is the larger business by last-quarter revenue ($6.2B vs $5.2B, roughly 1.2× Aptiv). Union Pacific Corporation runs the higher net margin — 27.4% vs 2.7%, a 24.7% gap on every dollar of revenue. On growth, Aptiv posted the faster year-over-year revenue change (5.0% vs 3.2%). Aptiv produced more free cash flow last quarter ($651.0M vs $631.0M). Over the past eight quarters, Aptiv's revenue compounded faster (2.5% CAGR vs 1.7%).
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.
The Union Pacific Railroad Company is a Class I freight-hauling railroad that operates 8,300 locomotives over 32,200 miles (51,800 km) routes in 23 U.S. states west of Chicago and New Orleans. Union Pacific is the second-largest railroad in the United States after BNSF.
APTV vs UNP — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $5.2B | $6.2B |
| Net Profit | $138.0M | $1.7B |
| Gross Margin | 18.7% | — |
| Operating Margin | 8.2% | 39.5% |
| Net Margin | 2.7% | 27.4% |
| Revenue YoY | 5.0% | 3.2% |
| Net Profit YoY | -48.5% | 4.6% |
| EPS (diluted) | $0.63 | $2.87 |
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.
| Q1 26 | — | $6.2B | ||
| Q4 25 | $5.2B | $6.1B | ||
| Q3 25 | $5.2B | $6.2B | ||
| Q2 25 | $5.2B | $6.2B | ||
| Q1 25 | $4.8B | $6.0B | ||
| Q4 24 | $4.9B | $6.1B | ||
| Q3 24 | $4.9B | $6.1B | ||
| Q2 24 | $5.1B | $6.0B |
| Q1 26 | — | $1.7B | ||
| Q4 25 | $138.0M | $1.8B | ||
| Q3 25 | $-355.0M | $1.8B | ||
| Q2 25 | $393.0M | $1.9B | ||
| Q1 25 | $-11.0M | $1.6B | ||
| Q4 24 | $268.0M | $1.8B | ||
| Q3 24 | $363.0M | $1.7B | ||
| Q2 24 | $938.0M | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | 18.7% | — | ||
| Q3 25 | 19.5% | — | ||
| Q2 25 | 19.1% | — | ||
| Q1 25 | 19.1% | — | ||
| Q4 24 | 19.6% | — | ||
| Q3 24 | 18.6% | — | ||
| Q2 24 | 19.2% | — |
| Q1 26 | — | 39.5% | ||
| Q4 25 | 8.2% | 39.5% | ||
| Q3 25 | -3.4% | 40.8% | ||
| Q2 25 | 9.3% | 41.0% | ||
| Q1 25 | 9.3% | 39.3% | ||
| Q4 24 | 9.8% | 41.3% | ||
| Q3 24 | 10.4% | 39.7% | ||
| Q2 24 | 8.7% | 40.0% |
| Q1 26 | — | 27.4% | ||
| Q4 25 | 2.7% | 30.4% | ||
| Q3 25 | -6.8% | 28.6% | ||
| Q2 25 | 7.5% | 30.5% | ||
| Q1 25 | -0.2% | 27.0% | ||
| Q4 24 | 5.5% | 28.8% | ||
| Q3 24 | 7.5% | 27.4% | ||
| Q2 24 | 18.6% | 27.9% |
| Q1 26 | — | $2.87 | ||
| Q4 25 | $0.63 | $3.12 | ||
| Q3 25 | $-1.63 | $3.01 | ||
| Q2 25 | $1.80 | $3.15 | ||
| Q1 25 | $-0.05 | $2.70 | ||
| Q4 24 | $1.22 | $2.91 | ||
| Q3 24 | $1.48 | $2.75 | ||
| Q2 24 | $3.47 | $2.74 |
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 | $735.0M |
| Total DebtLower is stronger | $7.5B | — |
| Stockholders' EquityBook value | $9.2B | — |
| Total Assets | $23.4B | $69.6B |
| Debt / EquityLower = less leverage | 0.81× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $735.0M | ||
| Q4 25 | $1.9B | $1.3B | ||
| Q3 25 | $1.6B | $808.0M | ||
| Q2 25 | $1.4B | $1.1B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $1.6B | $1.0B | ||
| Q3 24 | $1.8B | $947.0M | ||
| Q2 24 | $2.2B | $1.1B |
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $30.3B | ||
| Q3 25 | $7.6B | $30.3B | ||
| Q2 25 | $7.8B | $30.3B | ||
| Q1 25 | $7.6B | $30.6B | ||
| Q4 24 | $7.8B | $29.8B | ||
| Q3 24 | $8.3B | $29.8B | ||
| Q2 24 | $5.5B | $31.2B |
| Q1 26 | — | — | ||
| Q4 25 | $9.2B | $18.5B | ||
| Q3 25 | $9.3B | $17.3B | ||
| Q2 25 | $9.7B | $16.3B | ||
| Q1 25 | $9.0B | $16.0B | ||
| Q4 24 | $8.8B | $16.9B | ||
| Q3 24 | $8.9B | $16.6B | ||
| Q2 24 | $11.5B | $16.5B |
| Q1 26 | — | $69.6B | ||
| Q4 25 | $23.4B | $69.7B | ||
| Q3 25 | $23.5B | $68.6B | ||
| Q2 25 | $23.9B | $68.6B | ||
| Q1 25 | $23.1B | $68.5B | ||
| Q4 24 | $23.5B | $67.7B | ||
| Q3 24 | $24.8B | $67.6B | ||
| Q2 24 | $24.8B | $67.8B |
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | 1.64× | ||
| Q3 25 | 0.82× | 1.75× | ||
| Q2 25 | 0.80× | 1.86× | ||
| Q1 25 | 0.85× | 1.91× | ||
| Q4 24 | 0.89× | 1.76× | ||
| Q3 24 | 0.93× | 1.79× | ||
| Q2 24 | 0.48× | 1.89× |
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 | — |
| Free Cash FlowOCF − Capex | $651.0M | $631.0M |
| FCF MarginFCF / Revenue | 12.6% | 10.1% |
| Capex IntensityCapex / Revenue | 3.2% | — |
| Cash ConversionOCF / Net Profit | 5.93× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $4.8B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $818.0M | $2.2B | ||
| Q3 25 | $584.0M | $2.5B | ||
| Q2 25 | $510.0M | $2.3B | ||
| Q1 25 | $273.0M | $2.2B | ||
| Q4 24 | $1.1B | $2.7B | ||
| Q3 24 | $499.0M | $2.7B | ||
| Q2 24 | $643.0M | $1.9B |
| Q1 26 | — | $631.0M | ||
| Q4 25 | $651.0M | $1.2B | ||
| Q3 25 | $441.0M | $1.6B | ||
| Q2 25 | $361.0M | $1.4B | ||
| Q1 25 | $76.0M | $1.3B | ||
| Q4 24 | $894.0M | $1.7B | ||
| Q3 24 | $326.0M | $1.8B | ||
| Q2 24 | $417.0M | $1.0B |
| Q1 26 | — | 10.1% | ||
| Q4 25 | 12.6% | 20.1% | ||
| Q3 25 | 8.5% | 25.2% | ||
| Q2 25 | 6.9% | 22.7% | ||
| Q1 25 | 1.6% | 21.6% | ||
| Q4 24 | 18.2% | 28.4% | ||
| Q3 24 | 6.7% | 29.9% | ||
| Q2 24 | 8.3% | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | 3.2% | 16.4% | ||
| Q3 25 | 2.7% | 15.2% | ||
| Q2 25 | 2.9% | 15.2% | ||
| Q1 25 | 4.1% | 15.0% | ||
| Q4 24 | 3.4% | 15.1% | ||
| Q3 24 | 3.6% | 13.6% | ||
| Q2 24 | 4.5% | 15.0% |
| Q1 26 | — | — | ||
| Q4 25 | 5.93× | 1.20× | ||
| Q3 25 | — | 1.41× | ||
| Q2 25 | 1.30× | 1.24× | ||
| Q1 25 | — | 1.36× | ||
| Q4 24 | 3.96× | 1.51× | ||
| Q3 24 | 1.37× | 1.59× | ||
| Q2 24 | 0.69× | 1.14× |
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% |
UNP
| Freight revenues | $5.9B | 95% |
| Other revenues | $324.0M | 5% |
