Visteon (NASDAQ:VC) Announces Quarterly Earnings Results

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

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 Trading Down 11.5%

Shares of Visteon stock opened at $93.90 on Friday. The stock has a market cap of $2.56 billion, a P/E ratio of 8.44 and a beta of 1.16. The company has a quick ratio of 1.56, a current ratio of 1.89 and a debt-to-equity ratio of 0.18. Visteon has a 12-month low of $65.10 and a 12-month high of $129.10. The business’s 50 day moving average is $98.08 and its 200-day moving average is $108.62.

Visteon Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 2nd will be given a dividend of $0.375 per share. This is a positive change from Visteon’s previous quarterly dividend of $0.28. The ex-dividend date of this dividend is Monday, March 2nd. This represents a $1.50 annualized dividend and a dividend yield of 1.6%. Visteon’s payout ratio is presently 9.88%.

Visteon News Roundup

Here are the key news stories impacting Visteon this week:

• Positive Sentiment: Q4 beat on both EPS and revenue: Visteon reported $2.96 EPS vs. $2.08 expected and $948M revenue vs. ~$920M expected, driven by better-than-expected margins. Visteon (VC) Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Record margins and adjusted EBITDA for 2025 — management highlighted improved gross margin and adjusted EBITDA, which supports near-term profitability and cash flow. Visteon Delivers Record Gross Margin and Adjusted EBITDA in 2025
• Positive Sentiment: Dividend raise: Visteon announced a quarterly dividend of $0.375 (36.4% increase), improving income yield and signaling confidence in cash generation. (Record date March 2; payable March 16.)
• Neutral Sentiment: Year-over-year EPS declined (from $4.44 to $2.96), and revenue growth was modest (+1% YoY), highlighting cyclical sensitivity in results despite the beat. Visteon (VC) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Revenue guidance for FY2026 disappointed: management guided revenue to roughly $3.6–$3.8B versus ~ $3.9B consensus, and EPS guidance was unclear, prompting growth concerns and the selloff. Visteon slips despite Q4 beat as 2026 revenue outlook disappoints
• Negative Sentiment: Market reaction and analyst skepticism: coverage and call transcripts show investors focused on the softer outlook and questions about end-market demand, which amplified downside pressure on the stock. Why Visteon (VC) Shares Are Plunging Today

Analyst Ratings Changes

Several equities analysts recently issued reports on the company. Morgan Stanley boosted their price objective on Visteon from $95.00 to $114.00 and gave the company an “equal weight” rating in a research report on Monday, December 8th. Wall Street Zen lowered shares of Visteon from a “buy” rating to a “hold” rating in a research note on Saturday, November 1st. Royal Bank Of Canada increased their price objective on shares of Visteon from $136.00 to $138.00 and gave the stock an “outperform” rating in a research report on Friday, October 24th. Zacks Research lowered shares of Visteon from a “strong-buy” rating to a “hold” rating in a report on Thursday, October 30th. Finally, Robert W. Baird set a $126.00 price objective on shares of Visteon in a research report on Wednesday, January 14th. Nine equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $127.15.

Institutional Trading of Visteon

A number of large investors have recently added to or reduced their stakes in VC. Lighthouse Investment Partners LLC bought a new stake in shares of Visteon in the 2nd quarter valued at about $355,000. Mercer Global Advisors Inc. ADV increased its position in Visteon by 10.1% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 4,000 shares of the company’s stock worth $380,000 after buying an additional 368 shares during the last quarter. Virtu Financial LLC bought a new stake in Visteon in the third quarter valued at approximately $380,000. Tidal Investments LLC acquired a new stake in shares of Visteon in the second quarter valued at approximately $748,000. Finally, Advisory Services Network LLC boosted its stake in shares of Visteon by 15.1% during the 3rd quarter. Advisory Services Network LLC now owns 3,282 shares of the company’s stock worth $393,000 after acquiring an additional 431 shares during the period. Institutional investors and hedge funds own 99.71% of the company’s stock.

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.