Visteon (NASDAQ:VC) Announces Earnings Results, Beats Expectations By $0.88 EPS

Visteon (NASDAQ:VC) posted its quarterly earnings data on Thursday. The company reported $2.96 earnings per share for the quarter, beating analysts’ consensus estimates of $2.08 by $0.88, FiscalAI reports. Visteon had a return on equity of 21.85% and a net margin of 8.22%.The business had revenue of $948.00 million during the quarter, compared to the consensus estimate of $920.25 million. During the same period in the prior year, the business posted $4.44 earnings per share. Visteon’s quarterly revenue was up 1.0% on a year-over-year basis.

Here are the key takeaways from Visteon’s conference call:

• Delivered a record profitability and cash profile in 2025 — Adjusted EBITDA of $492M (13.1% of sales) and strong adjusted free cash flow (2025) enabled >$120M of M&A/shareholder returns while maintaining a healthy net cash position.
• Bookings and product leadership were highlights — a record $7.4B of new business wins (displays, SmartCore/HPC and adjacent two‑wheeler/commercial wins including a ~$400M Honda program) that position displays and in‑cockpit AI compute for growth.
• Management is forecasting near‑term headwinds for 2026 — sales guidance of $3.625B–$3.825B with an expected ~50% drop in BMS volumes in the Americas and a back‑loaded launch cadence that makes Q1 and H1 weaker versus H2; adjusted EBITDA guidance is $455M–$495M.
• Capital allocation remains shareholder‑friendly and growth‑focused — ~ $150M CapEx planned, M&A capacity up to ~2x CapEx, raised the quarterly dividend 36% to $0.375/sh, and management expects >$500M of deployable cash in 2026.
• Memory supply tightness will add cost pressure (~2% of sales); the company says it has early supplier engagement and plans to largely cover demand and recover costs from customers, but timing mismatches may press near‑term margins (notably Q1).

Visteon Stock Performance

Visteon stock traded down $10.16 during mid-day trading on Thursday, hitting $95.98. 894,339 shares of the company’s stock traded hands, compared to its average volume of 565,633. The firm has a 50 day simple moving average of $98.28 and a two-hundred day simple moving average of $108.72. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.89 and a quick ratio of 1.56. The stock has a market cap of $2.62 billion, a price-to-earnings ratio of 8.61 and a beta of 1.16. Visteon has a fifty-two week low of $65.10 and a fifty-two week high of $129.10.

Wall Street Analyst Weigh In

Several research firms recently issued reports on VC. Robert W. Baird set a $126.00 target price on shares of Visteon in a report on Wednesday, January 14th. Wall Street Zen downgraded Visteon from a “buy” rating to a “hold” rating in a research note on Saturday, November 1st. The Goldman Sachs Group set a $120.00 target price on Visteon in a research note on Thursday, January 15th. Zacks Research lowered Visteon from a “strong-buy” rating to a “hold” rating in a research note on Thursday, October 30th. Finally, Wells Fargo & Company reduced their price objective on shares of Visteon from $151.00 to $148.00 and set an “overweight” rating for the company in a research report on Tuesday, December 9th. Nine research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $127.15.

Hedge Funds Weigh In On Visteon

A number of hedge funds have recently bought and sold shares of VC. Victory Capital Management Inc. increased its holdings in shares of Visteon by 16.3% during the fourth quarter. Victory Capital Management Inc. now owns 1,334,406 shares of the company’s stock worth $126,902,000 after purchasing an additional 187,347 shares during the period. Dimensional Fund Advisors LP raised its stake in Visteon by 3.9% during the fourth quarter. Dimensional Fund Advisors LP now owns 1,228,016 shares of the company’s stock worth $116,787,000 after acquiring an additional 46,601 shares in the last quarter. State Street Corp increased its holdings in shares of Visteon by 3.1% during the second quarter. State Street Corp now owns 1,107,091 shares of the company’s stock worth $103,292,000 after buying an additional 33,155 shares in the last quarter. Wellington Management Group LLP boosted its stake in shares of Visteon by 5.2% during the fourth quarter. Wellington Management Group LLP now owns 844,065 shares of the company’s stock valued at $80,271,000 after purchasing an additional 41,922 shares in the last quarter. Finally, Ameriprise Financial Inc. grew its holdings in Visteon by 20.7% during the 3rd quarter. Ameriprise Financial Inc. now owns 447,799 shares of the company’s stock worth $53,673,000 after acquiring an additional 76,882 shares during the last quarter. 99.71% of the stock is owned by institutional investors.

About Visteon

Visteon Corporation is a global automotive electronics supplier that specializes in designing, engineering and manufacturing cockpit electronics and connected vehicle solutions. The company’s product portfolio spans digital instrument clusters, infotainment systems, domain controllers and advanced driver interaction technologies. By integrating hardware, software and services, Visteon aims to deliver complete cockpit electronics platforms that enhance driver experience, safety and connectivity.

Founded in 2000 as a spin-off from Ford Motor Company, Visteon has evolved its focus toward next-generation electronics and software-driven vehicle architectures.