Aptiv PLC vs Brookfield Infrastructure Partners LP — how do they compare? Aptiv PLC trades at $50.23 (market cap $10.34B), while Brookfield Infrastructure Partners LP trades at $39.38 (market cap $17.46B). The key difference: Brookfield Infrastructure Partners LP is the larger of the two by market cap, and Brookfield Infrastructure Partners LP pays a 4.79% dividend while Aptiv PLC pays none. Which is the better fit depends on your goals.
| APTV | BIP | |
|---|---|---|
Market Cap | $10.34B | $17.46B |
Sector | Consumer Cyclical | Industrials |
52-Week High | $76.82 | $42.62 |
52-Week Low | $46.30 | $29.81 |
Enterprise Value | $15.27B | $76.41B |
Dividend Yield | — | 4.79% |
Signals from Pluang's Aura AI — not financial advice
APTV stock trades at $49.55, up 7.02% in the last session, but remains under bearish technical pressure with support at $48 and resistance at $50. The company reported Q2 2026 EPS of $1.63, beating estimates, but lowered full-year guidance due to weak China demand. Revenue grew 2% year-over-year to $20.4B in 2025, though net margins compressed to 1.07%.
The outlook is mixed: strong analyst buy consensus (63.6%) and a $70.09 price target suggest upside, but technical weakness, margin pressures, and China exposure pose near-term risks. Earnings beats highlight operational strength, but investors face volatility from guidance cuts and competitive headwinds.
Brookfield Infrastructure Partners (BIP) trades at $39.04, up 0.26% on the day, with a bullish technical signal and strong analyst support. The stock shows a high P/E ratio of 61.26 but attractive EV/EBITDA of 6.91, while recent earnings misses in Q4 2025 and Q1-Q2 2026 contrast with positive cash flow trends and a 2.6% net income margin. Recent news highlights dividend strength and corporate simplification efforts.
Outlook remains positive with a consensus price target of $44.67, offering ~14% upside, supported by bullish sentiment and infrastructure demand. Risks include earnings volatility, high debt-to-asset ratio of 69.68%, and macroeconomic pressures on profitability. The dividend yield and institutional interest provide stability, but execution on guidance is critical.
Trailing returns across standard periods
Aptiv's signal and power solutions segment supplies components and systems that make up a vehicle's electrical system backbone, including wiring assemblies and harnesses, connectors, electrical centers, and hybrid electrical systems. The advanced safety and user experience segment provides body controls, infotainment and connectivity systems, passive and active safety electronics, advanced driver-assist technologies, and displays, as well as the development of software for these systems. Aptiv's largest customer is General Motors at roughly 12% of 2021 revenue, including sales to GM's Shanghai joint venture, followed by Stellantis at 11%, and Volkswagen at 9%. North America and Europe represented approximately 38% and 33% of total 2019 revenue, respectively.
Read more on APTV →Brookfield Infrastructure owns and operates high-quality global assets across utilities, transport, midstream, and data sectors. It focuses on generating stable, long-term cash flows from essential infrastructure.
Read more on BIP →