Visteon (VC)
NASDAQ:VC
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Earnings Data
Report Date
Jul 23, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.18Last Year’s EPS
2.39Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a constructive operational and commercial story: revenue beat, solid new business wins (including strategic AI/HPC wins), a busy product launch slate, achieved one-time EV settlements, and a strong balance sheet with ongoing shareholder returns. However, material near-term headwinds remain — elevated memory costs, supply tightness through 2027, timing mismatch in recoveries, negative Q1 free cash flow driven by inventory and incentive payments, and softer second-half market risk tied to macro events. Management reaffirmed full-year guidance, expecting improvement in EBITDA as recoveries and cost actions take hold. Overall, the positives—growth, technology leadership, strong bookings, and balance sheet strength—outweigh the near-term operational and market challenges.Company Guidance
Revenue Beat and Market Outperformance
Net sales of $954 million in Q1, up 2% year-over-year, with growth over market of 3%—quarter came ahead of company expectations despite lower industry/customer production.
Profitability and Margin Outlook
Adjusted EBITDA of $104 million in Q1 (10.9% margin). Company reaffirmed full-year adjusted EBITDA guidance of $455–$495 million (approximately 12.8% margin at midpoint) and expects margins to improve through the year.
Robust New Business Wins — AI and HPC Leadership
Secured just over $1.0 billion in new business in Q1, including a high-performance compute (HPC) AI-capable cockpit win with SAIC (third OEM customer for AI cockpits). Company reiterates $6 billion full-year new business target and notes >$1 billion booked with three OEMs for next-gen AI cockpit systems.
Strong Operational Execution and Launch Cadence
Launched 20 new products across 11 automakers in Q1, including first Lexus ES launch and significant programs with Nissan, GM, Toyota and others; India now represents ~10% of total sales with multiple launches supporting growth.
One-Time EV Settlements and EBITDA Benefit
Realized approximately $20 million of one-time sales benefit from EV program settlements in Q1 and about $10 million of related EBITDA benefit (the company achieved its $10 million full-year one-time settlement expectation in Q1).
Strong Balance Sheet and Shareholder Returns
Ended Q1 with net cash of $385 million and returned $40 million to shareholders ( $30 million share repurchases and $10 million dividends ); company maintains disciplined capital allocation with up to $300 million earmarked for M&A and continued buybacks/dividends.
Reaffirmed Full-Year Revenue and Free Cash Flow Targets
Reaffirmed full-year revenue guidance of $3.625–$3.825 billion (low single-digit growth over market) and adjusted free cash flow target of $170–$210 million (company notes it is currently trending toward the lower end).
First-Mover Technology and Software Investment
Early investments in high-performance SmartCore and Cognito AI framework established leadership in AI-enabled cockpits; wins position company as preferred partner in premium/AI cockpit segment and support longer-term higher content value.
VC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
VC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 23, 2026 | $99.99 | $109.40 | +9.41% |
Feb 19, 2026 | $105.72 | $93.54 | -11.53% |
Oct 23, 2025 | $114.59 | $109.49 | -4.45% |
Jul 24, 2025 | $113.16 | $114.10 | +0.83% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Visteon (VC) report earnings?
Visteon (VC) is schdueled to report earning on Jul 23, 2026, Before Open (Confirmed).
What is Visteon (VC) earnings time?
Visteon (VC) earnings time is at Jul 23, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is VC EPS forecast?
VC EPS forecast for the fiscal quarter 2026 (Q2) is 2.18.