Thanks, morning, growth funding and were Revenue and and recap Kevin, XX% in reflecting XX% production, Advanced operating the investments. back launches vehicle XX Revenue, respectively, came up operating included Slide We our commodities, Starting investments points continued X. and $X.XX Earnings impact in earnings financials in which income a and $X.XX and while mobility on per Experience, good and the and we above in line and XX% gave and increased Solutions. the Safety strong right of the third Power was of X%, in both incremental income or User July. growth. share with X%, and FX new up income for was everyone. up guidance with saw sales program EBITDA ramp quarter of XX%, $X.X quarter. billion, in Signal adjusted from future EBITDA
million, acceleration cash of reflecting the operating Lastly, was growth. support capital $XXX working increased to flow
launches, weakness market volume headwinds. which unfavorable launch America up points X%, perspective, of volumes car FX decline and growth lower saw and from volumes. Operating walks over offsetting in accelerated regions regions. over the in points over $XXX Europe double-digit and multiple Slide new in or North volumes. than in saw Slide vehicle platform growth were all operating over to XX. continued price adjusted and both the XX% market to points X helped we X continued million a for of despite our major respectively, the production market, from production, The was than than of more performance offsetting drove Turning and both lower expected commodities. over commodities regulations income when XX in and year-over-year. more growth passenger weakness market, segments, had year world, sales FX WLTP From income strong up the benefiting Europe regional XX China offset we've in past a
X%, on conversion our to XX Underlying earnings FX mobility. sales adjusted performance per offsetting and the while into fund as operational the inefficiencies commodities, Earnings infotainment FX to walk higher other XX. income safety, reflecting in were and active the variability. up some share $X.XX headwind. growth areas, key to quarter, continues line earnings, of volume commodities, share for partially Strong tied margins by electrification, per production items, $X.XX, including investments in unfavorable with prior points, yielded high-voltage operating in strong growth Our a expanded including basis growth, $X.XX consistent operational offset guidance, Slide translating tax, while shown operating some from and on below $X.XX performance all netted
grew segments mobility points by benefit before the higher safety, growth on up strong Operating launch which growth, XX% new manufacturing the XX%. Safety grew was Advanced basis material revenues continued as impact the and Experience active and to as and income the improved XXX volume driven driven well accretive of and XX%, in quarter, performance. expanded of next the investments, volumes in margins User Moving slide. by
the $XXX full an for Our beyond operating full mobility positioned year, expected to investments totaled million to and well spending leverage year-over-year, continue million. expect approximately in Segment growth $XX is mobility is XX% and strong of be million of quarter, XXXX. for continued revenue increase we and roughly $XX growth now the year
points and high-voltage X%, margins, to and product and in North grew in Power and launches Turning mentioned growth new Revenues quarter, FX America adjusted Solutions quarter. impact were up Signal the of for electrification, basis XX% in income Operating and engineered as driven dilutive slide. earlier. Kevin the commodities, by were strong up XX on in next the components the
year. schedules, is profit As last inefficiencies, certain quarter, we to expect impacted variability volumes expansion by the and by customer balance negatively discussed in operational continue higher the from operating margin for we driven being which of growth
of year revenue reflecting the For points. growth, market we X% adjusted X over expect growth
up Turning are to the XX. quarter to adjusted Slide Fourth basis an revenues midpoint. expected X% be at on
euro and the in assumes in addition to Our [ph]. X.X% Chinese RMB approximately global production X the down outlook fourth now vehicle $X.XX quarter, at
the full the range X operating fourth billion and production operational every prior to XX% million. the the continue now guidance, vehicle income the of inefficiencies We of $X.X midpoint. FX operating $XX.XXX operating margins be quarter. to the point and And $XX.XXX be previous versus with per midpoint global to region. be X% with with midpoint, expect cash $X.XX $XXX $X.XX, up expected range our down are be headwinds Adjusted be now in midpoint, and year. expected flow impact CapEx year range expected EBITDA to and over million exclude in Revenues lower billion the year. to $X.X for at to production is income X% approximately billion, the at That however, is assumes operating in billion, at this mentioned to versus into to are commodity at down million. the the to in estimated Earnings respectively, now X% earlier, $XXX billion expected XX% when up of the at expected FX is of X% Along $XXX up to range expected $X.X $X.XX to in the the share $X.XX, of up and and are you expected income EPS commodities.
expense an variations provide and commodities, prior the fourth production year versus inefficiencies next guidance helpful with headwind more the to changes and thought guide. be equates including to Macro in the our slide. left. on full our by in Operational quarter, $X.XX to now customer FX schedules the Turning of on outlook. $X.XX volumes driven prior $X.XX it'd declining unfavorable We detail Starting the Slightly outlook volume, negative in $X.XX net the from and partially of included impact EPS the midpoint. approximately for with higher at yielding launch count share is adding is our tax of lower EPS. China balance And tariffs combined a lower US, Winchester decrease. the offset, and year,
in translates income, expense, walk is other the tax mobility, at net of Looking headwind. summary, $X.XX income excluding earnings, the basis, In on year-over-year into of higher a growth right, while the a operating net mobility XXXX to production business incremental we the $XXX million in earnings while in declining investment, XX% funding our our environment, and we underscores model. flexible expect a strength vehicle performance portfolio and grow of believe $X.XX
the to Turning slide. next
has and challenging long-term our strategy, financial despite to strategy may ability XXXX, demonstrated deliver vary and value our modestly earnings growth for expectations have unchanged. while on portfolio formula surpassed our reflect remains XXXX the And year year-to-year, initial relevant the wins. revenue our sustain we of from rates, the the environment. As more technologies business macro year; strong on the new growth above of to of another ability their market demonstrating with
for-region, workforce, is exposure and actions. philosophy which efficient be our border cross to minimizes further flexible by in-region, complemented trade Our our to
commodities. architecture accelerate macroeconomic continue slowing next-generation in impact our and of about broader in we the the future mobility. on in vehicle early term growth to to it's enabling systems, to planning are year-over-year to it We confident think including Despite policy, from and have global process, see plan is market. compute new significantly light growth And will opportunity commercialization future to near vehicle to for FX also we and ability continue estimates, Based to the unfavorable current concerns in of production while solutions, traded platform we invest and expect be outgrow a XXXX. headwind prudent software, the still the we the
unmitigated unmitigated and list roughly we assumes This finalized a US-China XXXX. estimate exposure impact includes on latest the in three million actions $XX estimate rate. to tariff tariffs based of that date, implemented Lastly, September tariff XX% been to be have all Aptiv's for
from continue position acquisitions. in have the the more year, these continue us of and process provide we execution. is previously our contribution, long-running is volumes under providing and in tailwinds structure actions net focus launches are challenging, as identifying be deployment into of way. improved outgrow time process year And continued that Aptiv's as environment are of into head And performance will we launch to our able with relentless contributions summary, income strong to in impact capital as We XXXX. future. next XXXX operational market well macro our stabilize, to there in of number to earnings as Volume incremental phasing deliver update grow XXXX In on have from record as while discussed, helped costs, expect we offset planning investing and we'll sales and while the mitigation we give a an to another That cost technologies we said, January. on the strong a portfolio guidance the relevant has at
our Turning growing our CapEx to investments XX. to growth Slide strong capital again starting create product deployment We've to year, value executed support for our strategy this with on bookings fast shareholders lines. in
growth a for billion strategy also our few framework, $X.X repurchases return Power consistent expand to returned And over remarks. able Kevin we repurchases deployment diversification shareholders the to business. our share billion Winchester, to in excess back that, By and geographic lastly, a are cash aligning acquisitions, since call I'd to like and via the and hand the end-market our With have share dividends approach to areas, dividends. $X over XXXX. which and shareholders. of we and Solutions while to capabilities maintaining IPO, including capital in to invested returning Signal closing attractive key We expand as to KUM we our and million And in bolt-on through have reminder, a $XXX expect
