Feb 25, 2021 / 07:25PM GMT
Rod Avraham Lache - Wolfe Research, LLC - MD & Senior Analyst
Hi, everybody. This is Rod Lache From the Wolfe Auto team. Welcome to our next session of the Wolfe Auto and Autotech Conference, featuring Aptiv. So I'm very excited about this. One of the great things about covering Aptiv, and I think investing in Aptiv over the years has been that this -- the safe, green and connected themes are mega themes that are enduring. The company clearly has been able to show strong earnings growth over market. Based on those themes, at least 6% to 8% growth over market over time, sometimes even better.
And I'd like to explore the drivers of that growth a little bit more today and maybe tease out a little bit on where there have been some changes, positive changes, arguably, positive versus what was contemplated when the original 6% to 8% growth over market forecast was laid out. And the 3 areas that I'm going to try to explore today are: number one, the changes that we're seeing in OEM strategies vis-Ã -vis connectivity, you heard a lot about that here in the past day or so; secondly, Aptiv safety;
Aptiv PLC at Wolfe Research Global Auto, Auto Tech, and Mobility Conference (Virtual) Transcript
Feb 26, 2021
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