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Visteon (VC)
NASDAQ:VC
US Market

Visteon (VC) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Apr 23, 2026
Before Open (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
1.88
Last Year’s EPS
2.4
Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 19, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call presents a constructive long-term position driven by record profitability, strong free cash flow, and a record $7.4B of new business wins that position Visteon for future growth (notably in displays, SmartCore and high-performance compute). Near-term headwinds are evident — including a 3% decline in 2025 revenue, China market share pressures, significant BMS volume declines in the U.S., pricing and recovery pressures, and a ~2% of sales memory cost increase in 2026. Management expects these are largely transient (H2-weighted 2026 and recovery in 2027) and continues to invest in vertical integration, AI and strategic M&A. Given the strong cash generation, margin expansion and sizable backlog/new wins that offset the temporary top-line pressures, the overall tone is positive with cautious near-term conservatism.
Company Guidance
The company guided 2026 sales of $3.625–$3.825 billion, with adjusted EBITDA of $455–$495 million (midpoint margin ~12.8%) and adjusted free cash flow of $170–$210 million (≈40% conversion at the midpoint); CapEx is expected at ≈$150 million (~4% of sales) and they expect to have more than $1.0 billion of cash available to deploy. Guidance assumes a nearly 50% YoY decline in Americas BMS volumes, a ~2% of sales increase in memory costs (with most recoverable but potential timing mismatch), and a ~2% net headwind from pricing/FX/other; 2025 included just under $30 million of one‑time benefits of which ~$10 million will repeat (a ~$20 million YoY headwind). They expect Q1 to be the weakest quarter (EBITDA pressured by low volumes and higher memory costs), a modest ~30 bps normalized margin improvement in 2026, a slight working‑capital use as inventories rise, an $18 million debt amortization, a year‑end net cash position of $472 million, an increased quarterly dividend of $0.375/share (~$40 million annually), and continued opportunistic share repurchases (at least to offset dilution) with $75 million remaining under authorization.
Record Profitability
Adjusted EBITDA reached $492,000,000 (13.1% of sales) in 2025 — the highest level in company history, with normalized margins in the mid-12% range excluding one-time items.
Record New Business Wins
Secured $7,400,000,000 of new business wins in 2025, a 20% increase versus 2024, with displays and SmartCore accounting for ~75% of wins and displays representing nearly 50% of wins.
Strong Cash Generation and Balance Sheet
Generated $292,000,000 of adjusted free cash flow in 2025 with EBITDA-to-adjusted FCF conversion near 60%; ended the quarter with net cash of $472,000,000 and expect >$1,000,000,000 of deployable cash in 2026.
Top-line Product Growth in Displays
Display product sales grew approximately 20% year-over-year in 2025, driven by customer demand for larger/advanced displays and significant OLED wins with luxury OEMs.
Strategic Customer and Product Wins
Won ~$500,000,000 of new business with Toyota in 2025 and the largest digital two-wheeler program (~$400,000,000 lifetime) with Honda; secured high-performance compute wins with Cherry and Geely and multiple SmartCore/display launches.
Operational Execution and Launch Activity
Launched products on 86 vehicle models across 19 manufacturers in 2025; ~1/3 of launches were large displays and SmartCore programs, and launches were geographically balanced (Europe, Americas, Asia).
Capital Discipline and Credit Rating Upgrade
CapEx was $133,000,000 (3.5% of sales) in 2025; deployed ~ $275,000,000 of total capital including M&A and returns; S&P upgraded Visteon to BA1 reflecting improved margins and cash generation.

Visteon (VC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

VC Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 23, 2026
2026 (Q1)
1.88 / -
2.4
Feb 19, 2026
2025 (Q4)
2.09 / 2.96
4.44-33.33% (-1.48)
Oct 23, 2025
2025 (Q3)
2.13 / 2.15
2.26-4.87% (-0.11)
Jul 24, 2025
2025 (Q2)
2.10 / 2.39
2.54-5.91% (-0.15)
Apr 24, 2025
2025 (Q1)
1.81 / 2.40
1.6149.07% (+0.79)
Feb 18, 2025
2024 (Q4)
1.96 / 4.44
13.01-65.87% (-8.57)
Oct 24, 2024
2024 (Q3)
1.86 / 2.26
2.35-3.83% (-0.09)
Jul 25, 2024
2024 (Q2)
1.98 / 2.54
1.18115.25% (+1.36)
Apr 25, 2024
2024 (Q1)
1.66 / 1.61
1.2528.80% (+0.36)
Feb 20, 2024
2023 (Q4)
2.09 / 13.01
1.32885.61% (+11.69)
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
Feb 19, 2026
$106.14$93.91-11.53%
Oct 23, 2025
$115.04$109.92-4.46%
Jul 24, 2025
$113.61$114.55+0.83%
Apr 24, 2025
$74.21$77.63+4.61%
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 Apr 23, 2026, Before Open (Confirmed).
    What is Visteon (VC) earnings time?
    Visteon (VC) earnings time is at Apr 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 (Q1) is 1.88.