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Aptiv's new Active segment faces a material revenue headwind in Q1 due to supply chain disruptions at a large North American customer following a fire at their aluminum supplier; this impact is expected to partially recover in the second half. — Indicates a temporary supply chain bottleneck for a major North American OEM, but one that is being managed and resolved over the course of the year.

Aptiv is selectively receiving cash recoveries from automakers for canceled EV programs, with negotiations underway, particularly in North America. — Cash recoveries from canceled EV programs provide an upside cushion to Aptiv's 2026 margin outlook, signaling ongoing weakness in North American EV demand.