Forward Looking Statements

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2 Forward Looking Statements This presentation, as well as other statements made by Aptiv PLC (the Company ), contain forward-looking statements that reflect, when made, the Company s current views with respect to current events, certain investments and acquisitions and financial performance. Such forward-looking statements are subject to many risks, uncertainties and factors relating to the Company s operations and business environment, which may cause the actual results of the Company to be materially different from any future results. All statements that address future operating, financial or business performance or the Company s strategies or expectations are forward-looking statements. Factors that could cause actual results to differ materially from these forward-looking statements are discussed under the captions Risk Factors and Management s Discussion and Analysis of Financial Condition and Results of Operations in the Company s filings with the Securities and Exchange Commission. New risks and uncertainties arise from time to time, and it is impossible for us to predict these events or how they may affect the Company. It should be remembered that the price of the ordinary shares and any income from them can go down as well as up. The Company disclaims any intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events and/or otherwise, except as may be required by law. 2

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4 2017 Milestones CREATED A MORE FOCUSED, MORE PROFITABLE BUSINESS WHILE CONTINUING TO INVEST EXCEEDED FINANCIAL COMMITMENTS WHILE CONTINUING TO INVEST CONTINUED PORTFOLIO ENHANCEMENTS AND STRATEGIC INVESTMENTS WINNING TODAY WHILE BUILDING FOUNDATION FOR THE FUTURE 2017 Bookings 3 Sales Growth 1 SALES GROWTH 1 OPERATING INCOME 2 POWERTRAIN SPIN-OFF FINISHED AHEAD OF SCHEDULE $ 3.7B 66% ACTIVE SAFETY +5% +7% EX MOBILITY & SERVICES INVESTMENTS 4 MOVIMENTO AND NUTONOMY ACQUISITIONS STRATEGIC INVESTMENTS Valens, otonomo, Innoviz, LeddarTech $ 1.5B 15% INFOTAINMENT & USER EXPERIENCE $ 1.4B 54% HIGH VOLTAGE ELECTRIFICATION 1 At constant foreign exchange and commodity rates; excludes impact of AS&UX divestitures 2 Adjusted for restructuring and other special items; see appendix for detail and reconciliation to US GAAP. Growth excludes impact of AS&UX divestiture. 3 Bookings represent lifetime gross program revenues awarded, based upon expected volumes and pricing 4

5 Aptiv Addressing Mobility's Toughest Challenges GLOBAL TECHNOLOGY LEADER THAT DEVELOPS SAFER, GREENER AND MORE CONNECTED SOLUTIONS, WHICH ENABLE THE FUTURE OF MOBILITY SMART VEHICLE ARCHITECTURE SMART MOBILITY SOLUTIONS SOFTWARE ACTIVE SAFETY SENSING AND COMPUTING USER EXPERIENCE SIGNAL AND POWER DISTRIBUTION CONNECTED SERVICES CONNECTIVITY AUTONOMOUS SYSTEMS 5

6 Introducing New Segment Names SEGMENTS REFLECT EVOLVING CAPABILITIES AS THE ONLY PROVIDER OF INTEGRATED BRAIN AND NERVOUS SYSTEM Advanced Safety & User Experience Active Safety Infotainment & User Experience Connectivity & Security Mobility & Services 6

7 Global Mobility & Services Capabilities UNMATCHED POSITION IN MOBILITY & SERVICES WITH DEEP CAPABILITIES IN SOFTWARE DEVELOPMENT, AUTOMOTIVE GRADE INDUSTRIALIZATION AND SYSTEMS INTEGRATION ~50 PhDs IN APPLICABLE FIELDS 250+ ENGINEERS DEVOTED TO AUTOMATED DRIVING ~70 CARS TODAY WITH 150+ ON THE ROAD BY END OF M CONTROLLERS WITH EMBEDDED OTA BY 2020 MOUNTAIN VIEW LAS VEGAS PITTSBURGH BOSTON WOLFSBURG SINGAPORE SHANGHAI 7

8 Winning Across the Portfolio KEY CUSTOMER AWARDS IN EACH BUSINESS REINFORCE GROWTH OUTLOOK ADVANCED SAFETY AND USER EXPERIENCE 1 $16.4B $5.2 $17.6B $4.7 $18.9B $19.3B $5.2 $6.2 INFOTAINMENT & UX CHINESE MULTINATIONAL INFOTAINMENT ACTIVE SAFETY MULTI-OEM ALLIANCE SHORT RANGE RADAR SIGNAL AND POWER SOLUTIONS 1 $11.2 $12.9 $13.7 $13.1 ENGINEERED COMPONENTS ELECTRICAL DIST DISTRIBUTION LEADING EV OEM UNIVERSAL MOBILE CONNECTOR FORD BYD MUSTANG ARCHITECTURE SUV ARCHITECTURE 1 Adjusted for divestitures, foreign exchange, and commodities Note: Bookings represent lifetime gross program revenues awarded, based upon expected volumes and pricing 8

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10 Aptiv at CES , AUTOMATED RIDES CUSTOMER VISITS INVESTOR VISITS A P T I V GENERAL PUBLIC GOVERNMENT LYFT USER RATING 10

11 2017 vs RESULTS EXCEEDED SEPTEMBER INVESTOR CONFERENCE GUIDANCE ($ millions, except per share amounts) 2017 Fav / (Unfav) 2016 PF 3 COMMENTS REPORTED REVENUE Adjusted Growth % 1 Growth Over Market $12,884 $ % 4.0% $11,989 Production up 0.8% Mid single digit GoM OPERATING INCOME 2 Operating margin % $1, % $58 (40) bps $1, % Strong operational performance ~$50M higher mobility investments YoY EARNINGS PER SHARE 2 Growth % $4.64 $ % $ M weighted avg shares outstanding, down 6M YoY TAX RATE % 350 bps 16.2% OPERATING CASH FLOW Cash Flow Pro forma 4 $1,106 $1,416 ($313) ($3) $1,419 $80M Spin related cash costs Favorable working capital 1 At constant foreign exchange and commodity rates; excludes impact of AS&UX divestitures 2 Adjusted for restructuring and other special items; see appendix for detail and reconciliation to US GAAP operating income adjusted for the adoption of the new pension accounting standard 3 Adjusted for impact of Mechatronics divestiture; see appendix for detail PF Operating cash flow adjusted for $75M impact of Mechatronics divestiture 4 Cash Flow Pro forma excludes the $310M payment for unsecured creditors settlement in

12 Q Revenue Growth STRONG GROWTH IN EUROPE AND ASIA MORE THAN OFFSETTING NORTH AMERICAN PASSENGER CAR DECLINES REVENUE $ Millions 4% 1 REGIONAL GROWTH Adjusted 1 Growth Over Market (GoM) N. AMERICA EUROPE $3 $213 $3,440 (6%) Adj (3%) GoM S. AMERICA 11% Adj 4% GoM CHINA 5% Adj 5% GoM $3,130 ($62) $156 26% Adj 9% GoM 2 4Q16 Price FX / Comm Acq / Div Vol 4Q17 1 At constant foreign exchange and commodity rates; excludes impact of AS&UX divestitures 2 Adjusted for impact of Mechatronics divestiture; see appendix for details 12

13 Q Operating Income and EPS Growth STRONG OPERATIONAL PERFORMANCE WHILE CONTINUING TO INVEST OPERATING INCOME 1 EPS 1 $ Millions Earnings Per Share (80) bps (4%) $32 ($28) 13.9% ($62) $45 $ % $0.16 ($0.11) $0.02 ($0.13) $435 $450 $1.34 $ Q16 Price Sales Growth FX / Comm Perf, D&A, Other Mobility Investments 4Q17 4Q16 Operating Income Mobility Investments Share Count Tax & Other 4Q17 1 Adjusted for restructuring and other special items; see appendix for detail and reconciliation to US GAAP 2 Adjusted for impact of Mechatronics divestiture; see appendix for details 13

14 Advanced Safety & User Experience Highlights RECORD REVENUE AND BOOKINGS; CONTINUING TO INVEST IN MOBILITY & SERVICES REVENUE OP INCOME 2 $ Millions $ Millions $746 4Q 19% 1 $956 $2,739 FY 4Q FY 19% 1 $3, % 9.4% $ bps 12.3% $28 9.2% $88 EX MOBILITY INVESTMENTS 10.1% $9 9.6% $ bps 10.3% $58 8.5% $292 PERFORMANCE HIGHLIGHTS FY Active Safety Revenue Up 66% FY Infotainment Revenue Up 15% Investments In Mobility & Services o 2017: ~$60M, 2018: ~$140M o nutonomy adds scale Strong backlog and new program launches supports double digit growth again in Q Q Q Q At constant foreign exchange and commodity rates; excludes impact of the AS&UX divestitures; see appendix for detail 2 Adjusted for restructuring and other special items; margin calculations based on reported revenue; see appendix for detail and reconciliation to US GAAP 3 Adjusted for impact of Mechatronics divestiture; see appendix for details 14

15 Signal & Power Solutions CONTINUED OPERATIONAL EXECUTION DESPITE TOP LINE HEADWINDS REVENUE OP INCOME 2 $ Millions $ Millions 4Q FY 4Q FY 0% 1 (1%) % (70) bps 14.5% 13.6% 10 bps 13.7% PERFORMANCE HIGHLIGHTS Passenger car headwinds as expected o North American 4Q passenger car production down (17%), FY down (14%) 4Q: Difficult China comps and higher launches a headwind to margins $2,401 $2,501 $9,319 $9,507 $365 $362 $1,272 $1,302 FY: Balanced regional diversity and strong operational execution Mid single digit growth in Q Q Q Q o Continued penetration of advanced features and functionality driving growth 1 At constant foreign exchange and commodity rates 2 Adjusted for restructuring and other special items; margin calculations based on reported revenue; see appendix for detail and reconciliation to US GAAP 15

16 2018 Guidance 2018 GUIDANCE CONSISTENT WITH LONG TERM PLANNING FRAMEWORK ($ millions, except per share amounts) Q FULL YEAR COMMENTS REPORTED REVENUE Adjusted Growth % 1 Growth Over Market $3,275 - $3,375 ~3% ~4% $13,400 - $13, % ~5% Market: Flat to Up 1% AS&UX: Up ~10% S&PS: Up Mid Single Digit OPERATING INCOME 2 Operating margin % $390 - $ % $1,685 - $1, % Continued margin expansion while investing in Mobility & Services EARNINGS PER SHARE 2 Growth % $ $ % $ $ % Share Count ~ Flat TAX RATE 15-16% 15-16% Sustainable 15-16% tax rate OPERATING CASH FLOW - ~$1,550 Capex ~$750 / ~5.5% of sales 1 Revenue growth excludes impact of FX, commodities, and AS&UX divestitures 2 Adjusted for restructuring and other special items; see appendix for detail and reconciliation to US GAAP. 3 Refer to appendix for guidance reconciliation. 16

17 Investments Funded by Operating Performance RELENTLESSLY FOCUSED ON COSTS; FUNDING NEW MOBILITY INVESTMENTS WITHIN FRAMEWORK OF LONG TERM TARGETS OPERATING INCOME $ Millions 2017 Completed spin-off ahead of schedule FY financial performance aligned to investor day guidance ~12.8% ($108) ~12.5% $ Productivity initiatives Supply Chain and Manufacturing performance 12.4% $170 to $250 (~$80) bps/yr % Key growth tech reaches scale Stranded costs eliminated Functional productivity % Up ~100 bps vs bps/yr % Up bps vs 2020 $1,650 $1,542 $1,594 $1,685 to $1,765 Delphi Guide Ex-Powertrain Stranded Costs & Other 1 Aptiv Inv Conf Guide (Sept) Operational Performance 2017 Actual Operational Performance Incremental Mobility Investments 2018 Guidance Includes Stranded and other costs related to accounting treatment for Discontinued Operations (DO) 17

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21 Q vs. Q ($ millions, except per share amounts) 4Q 2017 Fav / (Unfav) 4Q 2016 PF 3 COMMENTS REPORTED REVENUE Adjusted Growth % 1 Growth Over Market $3,440 $ % 3.1% $3,130 Production up 0.5% Strong Europe and China growth N.A. passenger car down (17%) OPERATING INCOME 2 Operating margin % $ % $15 (80) bps $ % Strong operational performance ~$30M higher mobility investments EARNINGS PER SHARE 2 Growth % $1.28 ($0.06) (5%) $ M weighted avg shares outstanding, down 4M YoY TAX RATE % (700) bps 7.0% OPERATING CASH FLOW $421 ($165) $586 Higher spin cash taxes and working capital to support growth 1 At constant foreign exchange and commodity rates; excludes impact of AS&UX divestitures 2 Adjusted for restructuring and other special items; see appendix for detail and reconciliation to US GAAP. Q operating income adjusted for the adoption of the new pension accounting standard 3 Adjusted for impact of Mechatronics divestiture; see appendix for detail. Q PF Operating cash flow adjusted for $18M impact of Mechatronics divestiture 21

22 Historical Segment Financial Detail Revenue, $M Q 2Q 3Q 4Q FY 1Q 2Q 3Q 4Q FY AS&UX , ,446 S&PS 2,277 2,353 2,288 2,401 9,319 2,342 2,346 2,318 2,501 9,507 Eliminations (19) (19) (14) (17) (69) (20) (16) (16) (17) (69) Aptiv $2,883 $3,006 $2,970 $3,130 $11,989 $3,143 $3,153 $3,148 $3,440 $12,884 Operating Income, $M Q 2Q 3Q 4Q FY 1Q 2Q 3Q 4Q FY AS&UX S&PS , ,302 Aptiv $341 $390 $370 $435 $1,536 $352 $398 $394 $450 $1,594 Operating Margin Q 2Q 3Q 4Q FY 1Q 2Q 3Q 4Q FY AS&UX 8.6% 10.3% 10.2% 9.4% 9.6% 5.2% 10.4% 8.9% 9.2% 8.5% S&PS 12.6% 13.6% 13.1% 15.2% 13.6% 13.2% 13.3% 13.8% 14.5% 13.7% Aptiv 11.8% 13.0% 12.5% 13.9% 12.8% 11.2% 12.6% 12.5% 13.1% 12.4% 1. Adjusted for restructuring and other special items; see appendix for detail and reconciliation to US GAAP operating income adjusted for the adoption of the new pension accounting standard 22

23 Adjusted Growth Financial Detail Adjusted Growth %, YoY Q 2Q 3Q 4Q FY 1Q 2Q 3Q 4Q FY AS&UX 9.5% 10.5% 19.2% 23.6% 15.8% 27.0% 18.4% 13.9% 19.1% 19.4% S&PS 4.5% 8.1% 10.7% 7.5% 7.7% 4.4% -0.1% -1.4% -1.3% 0.4% Aptiv 5.9% 8.9% 12.8% 11.0% 9.6% 9.3% 4.2% 2.2% 3.6% 4.8% North America 1.7% 4.4% 7.6% 8.5% 5.6% 6.5% -1.5% -9.6% -6.2% -2.9% Europe 12.7% 18.0% 15.2% 9.9% 13.9% 13.6% 4.9% 7.4% 10.8% 9.1% Asia Pacific 8.6% 9.1% 22.8% 14.7% 13.6% 7.8% 11.6% 12.6% 8.0% 9.9% South America -30.1% -22.8% -20.1% 15.5% -18.6% 17.7% 15.1% 34.4% 26.2% 23.8% Global 5.9% 8.9% 12.8% 11.0% 9.6% 9.3% 4.2% 2.2% 3.6% 4.8% Memo: China 8.5% 7.6% 26.7% 14.3% 13.9% 2.6% 7.8% 8.5% 5.1% 5.9% At constant foreign exchange and commodity rates; excludes impact of AS&UX divestitures 23

24 Mechatronics Financial Detail ($ millions) Advanced Safety and User Experience Reported Q Q Q Q Revenue $700 $750 $765 $809 $3,024 Adjusted EBITDA Adjusted operating income 1, Adjusted operating margin 1,2 11.0% 12.5% 11.8% 11.1% 11.6% Less Mechatronics divestiture Q Q Q Q Revenue $75 $78 $69 $63 $285 Adjusted EBITDA Adjusted operating income Advanced Safety and User Experience - Pro forma Q Q Q Q Revenue $625 $672 $696 $746 $2,739 Adjusted EBITDA 1, Adjusted operating income 1, Adjusted operating margin 1,2 8.6% 10.3% 10.2% 9.4% 9.6% 1 Adjusted for restructuring and other special items 2 Revised for the adoption of the new pension accounting standard 24

25 Mechatronics Financial Detail ($ millions, except per share amounts) Aptiv Reported Q Q Q Q Revenue $2,958 $3,084 $3,039 $3,193 $12,274 Adjusted EBITDA ,111 Adjusted operating income 1, ,623 Adjusted operating margin 1,2 12.3% 13.5% 12.8% 14.2% 13.2% Earnings per share $0.94 $1.04 $1.09 $1.41 $4.47 Less Mechatronics divestiture Q Q Q Q Revenue $75 $78 $69 $63 $285 Adjusted EBITDA Adjusted operating income Earnings per share $0.07 $0.07 $0.06 $0.07 $0.27 Aptiv - Pro forma Q Q Q Q Revenue $2,883 $3,006 $2,970 $3,130 $11,989 Adjusted EBITDA 1, ,020 Adjusted operating income 1, ,536 Adjusted operating margin 1,2 11.8% 13.0% 12.5% 13.9% 12.8% Earnings per share $0.87 $0.97 $1.03 $1.34 $ Adjusted for restructuring and other special items 2 Revised for the adoption of the new pension accounting standard 25

26 Non-US GAAP Financial Metrics ($ millions) Q Q Net income attributable to Aptiv $256 $281 $1,355 $1,257 Interest expense Other (income) expense, net (1) Income tax expense (benefit) 135 (4) Equity income, net of tax (7) (12) (31) (35) Income from discontinued operations, net of tax (55) (109) (365) (458) Net income attributable to noncontrolling interest Operating income $386 $525 $1,416 $1,539 Restructuring Other acquisition and portfolio project costs Asset impairments (Gain) loss on business divestitures, net - (141) - (141) Deferred compensation related to nutonomy acquisition Adjusted operating income $450 $455 $1,594 $1,623 26

27 Non-US GAAP Financial Metrics ($ millions) Q Q Net income attributable to Aptiv $256 $281 $1,355 $1,257 Interest expense Other (income) expense, net (1) Income tax expense (benefit) 135 (4) Equity income, net of tax (7) (12) (31) (35) Income from discontinued operations, net of tax (55) (109) (365) (458) Net income attributable to noncontrolling interest Operating income $386 $525 $1,416 $1,539 Depreciation and amortization EBITDA $540 $651 $1,962 $2,028 Restructuring Other acquisition and portfolio project costs (Gain) loss on business divestitures, net - (141) - (141) Deferred compensation related to nutonomy acquisition Adjusted EBITDA $597 $581 $2,131 $2,111 27

28 Non-US GAAP Financial Metrics ($ millions, except per share amounts) Q Q Net income attributable to Aptiv $256 $281 $1,355 $1,257 Income from discontinued operations attributable to Aptiv, net of tax (49) (99) (334) (423) Income from continuing operations attributable to Aptiv $207 $182 $1,021 $834 Adjusting items: Restructuring Other acquisition and portfolio project costs Asset impairments (Gain) loss on business divestitures, net - (141) - (141) Deferred compensation related to nutonomy acquisition Debt extinguishment costs Reserve for Unsecured Creditors litigation Transaction and related costs associated with acquisitions Contingent consideration liability fair value adjustments (14) 3 (14) 3 Tax impact of U.S. tax reform enactment Tax impact of adjusting items (a) 23 (33) (15) (70) Adjusted net income attributable to Aptiv $343 $382 $1,243 $1,224 Weighted average number of diluted shares outstanding Diluted net income per share from continuing operations attributable to Aptiv Adjusted net income per share $1.28 $1.41 $4.64 $4.47 (a) Represents the income tax impacts of the adjustments made for restructuring and other special items by calculating the income tax impact of these items using the appropriate tax rate for the jurisdiction where charges were incurred. 28

29 Shares Outstanding (millions) Q4 Q Q4 Q Weighted average ordinary shares outstanding, basic Dilutive shares related to RSUs Weighted average ordinary shares outstanding, including dilutive shares

30 Financial Guidance Metrics ($ millions) Q Net income attributable to Aptiv $166 $1,088 Interest expense Other (income) expense, net (10) (30) Income tax expense Equity income, net of tax (8) (30) Net income attributable to noncontrolling interest 7 40 Operating income $269 $1,452 Restructuring Other acquisition and portfolio project costs Deferred compensation related to nutonomy acquisition Adjusted operating income $400 $1,725 1 Prepared at the estimated mid-point of the financial guidance range 30

31 Financial Guidance Metrics ($ millions, except per share amounts) Q Net income attributable to Aptiv $166 $1,088 Restructuring Other acquisition and portfolio project costs Deferred compensation related to nutonomy acquisition Tax impact of adjusting items and other (a) 23 1 Adjusted net income attributable to Aptiv $320 $1,362 Weighted average number of diluted shares outstanding Diluted net income per share from continuing operations attributable to Aptiv Adjusted net income per share $1.20 $5.10 (a) Represents the income tax impacts of the adjustments made for restructuring and other special items by calculating the income tax impact of these items using the appropriate tax rate for the jurisdiction where charges were incurred. 1 Prepared at the estimated mid-point of the financial guidance range 31

32 Non-US GAAP Financial Metrics: Adjusted OI ($ millions) Net income attributable to Aptiv $1,355 $1,257 $1,450 $1,351 Interest expense Other (income) expense, net Income tax expense Equity income, net of tax (31) (35) (16) (21) Income from discontinued operations, net of tax (365) (458) (683) (513) Net income attributable to noncontrolling interest Operating income $1,416 $1,539 $1,235 $1,225 Restructuring Other acquisition and portfolio project costs Asset impairments (Gain) loss on business divestitures, net - (141) 8 - Deferred compensation related to nutonomy acquisition Adjusted operating income $1,594 $1,623 $1,360 $1,340 32

33 Non-US GAAP Financial Metrics: Adjusted OI ($ millions) Q Q Q Q Net income attributable to Aptiv $335 $369 $395 $256 Interest expense Other (income) expense, net 23 (8) 7 (1) Income tax expense Equity income, net of tax (11) (7) (6) (7) Income from discontinued operations, net of tax (123) (80) (107) (55) Net income attributable to noncontrolling interest Operating income $293 $364 $373 $386 Restructuring Other acquisition and portfolio project costs Asset impairments Deferred compensation related to nutonomy acquisition Adjusted operating income $352 $398 $394 $450 33

34 Non-US GAAP Financial Metrics: Adjusted OI ($ millions) Q Q Q Q Net income attributable to Aptiv $425 $258 $293 $281 Interest expense Other (income) expense, net (1) Income tax expense (benefit) (4) Equity income, net of tax (6) (7) (10) (12) Income from discontinued operations, net of tax (227) (18) (104) (109) Net income attributable to noncontrolling interest Operating income $303 $376 $335 $525 Restructuring Other acquisition and portfolio project costs Asset impairments (Gain) loss on business divestitures, net (141) Adjusted operating income $364 $415 $389 $455 34

35 Non-US GAAP Financial Metrics: Adjusted EPS ($ millions, except per share amounts) Net income attributable to Aptiv $1,355 $1,257 $1,450 $1,351 Income from discontinued operations attributable to Aptiv, net of tax (334) (423) (637) (459) Income from continuing operations attributable to Aptiv $1,021 $834 $813 $892 Adjusting items: Restructuring Other acquisition and portfolio project costs Asset impairments (Gain) loss on business divestitures, net - (141) 8 - Deferred compensation related to nutonomy acquisition Debt extinguishment costs Reserve for Unsecured Creditors litigation Transaction and related costs associated with acquisitions Contingent consideration liability fair value adjustments (14) 3 (7) - Tax impact of U.S. tax reform enactment Tax impact of adjusting items (a) (15) (70) (21) (17) Adjusted net income attributable to Aptiv $1,243 $1,224 $1,010 $1,030 Weighted average number of diluted shares outstanding Diluted net income per share from continuing operations attributable to Aptiv Adjusted net income per share $4.64 $4.47 $3.52 $3.41 (a) Represents the income tax impacts of the adjustments made for restructuring and other special items by calculating the income tax impact of these items using the appropriate tax rate for the jurisdiction where charges were incurred. 35

36 Non-US GAAP Financial Metrics: Adjusted EPS ($ millions, except per share amounts) Q Q Q Q Net income attributable to Aptiv $335 $369 $395 $256 Income from discontinued operations attributable to Aptiv, net of tax (115) (72) (98) (49) Income from continuing operations attributable to Aptiv $220 $297 $297 $207 Adjusting items: Restructuring Other acquisition and portfolio project costs Asset impairments Deferred compensation related to nutonomy acquisition Reserve for Unsecured Creditors litigation 27 (17) - - Transaction and related costs associated with acquisitions Contingent consideration liability fair value adjustments (14) Tax impact of U.S. tax reform enactment Tax impact of adjusting items (a) (15) (12) (11) 23 Adjusted net income attributable to Aptiv $291 $302 $307 $343 Weighted average number of diluted shares outstanding Diluted net income per share from continuing operations attributable to Aptiv Adjusted net income per share $1.08 $1.13 $1.15 $1.28 (a) Represents the income tax impacts of the adjustments made for restructuring and other special items by calculating the income tax impact of these items using the appropriate tax rate for the jurisdiction where charges were incurred. 36

37 Non-US GAAP Financial Metrics: Adjusted EPS ($ millions, except per share amounts) Q Q Q Q Net income attributable to Aptiv $425 $258 $293 $281 Income from discontinued operations attributable to Aptiv, net of tax (216) (11) (97) (99) Income from continuing operations attributable to Aptiv $209 $247 $196 $182 Adjusting items: Restructuring Other acquisition and portfolio project costs Asset impairments (Gain) loss on business divestitures, net (141) Debt extinguishment costs Reserve for Unsecured Creditors litigation Contingent consideration liability fair value adjustments Tax impact of adjusting items (a) (10) (2) (25) (33) Adjusted net income attributable to Aptiv $260 $284 $298 $382 Weighted average number of diluted shares outstanding Diluted net income per share from continuing operations attributable to Aptiv Adjusted net income per share $0.94 $1.04 $1.09 $1.41 (a) Represents the income tax impacts of the adjustments made for restructuring and other special items by calculating the income tax impact of these items using the appropriate tax rate for the jurisdiction where charges were incurred. 37