Visteon Corporation
- Open
- 104.14
- Day high
- 106.49
- Day low
- 101.81
- Prev close
- 106.29
- Volume
- 495K
- Mkt cap
- $2.8B
- P/E (TTM)
- 17.0
- EPS (TTM)
- $6.15
- P/B
- 1.8
- P/S
- 0.7
- Yield
- 0.72%
- Per share
- $0.75
- ▼Insiders net selling -$7.2M over the last 3 months (0 open-market buys, 14 sales)
- 🏛Institutions mixed (13F)
Visteon Corporation (VC) is a Consumer Cyclical company listed on NASDAQ. The stock is down 4% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 14 sales (SEC Form 4).
Visteon Corporation (VC) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 12 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
VC earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 23, 2026 | $1.96 | $1.65 | -15.8% | $954M | +6.3% |
| Feb 19, 2026 | $2.08 | $2.96 | +42.3% | $948M | +2.5% |
| Oct 23, 2025 | $2.07 | $2.15 | +3.9% | $917M | -0.4% |
| Jul 24, 2025 | $2.04 | $2.39 | +17.2% | $969M | +2.7% |
| Apr 24, 2025 | $1.70 | $2.40 | +41.2% | $934M | +2.5% |
| Feb 18, 2025 | $1.97 | $4.44 | +125.4% | $939M | +3.5% |
| Oct 24, 2024 | $1.89 | $2.26 | +19.6% | $980M | +2.1% |
| Jul 25, 2024 | $1.97 | $2.54 | +28.9% | $1.0B | -0.4% |
| Apr 25, 2024 | $1.68 | $1.61 | -4.2% | $933M | -9.0% |
| Feb 20, 2024 | $2.02 | $13.01 | +544.1% | $990M | -5.7% |
| Oct 26, 2023 | $1.98 | $2.35 | +18.7% | $1.0B | -3.3% |
| Aug 3, 2023 | $1.58 | $1.18 | -25.3% | $983M | +0.2% |
VC insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 2, 2026 | Hicok Garydirector | Grant | 1,532 | — |
| Jun 15, 2026 | SCRICCO FRANCIS Mdirector | Grant | 1,333 | — |
| Jun 15, 2026 | Sennett Marjoriedirector | Grant | 1,333 | — |
| Jun 15, 2026 | MANZO ROBERTdirector | Grant | 1,333 | — |
| Jun 15, 2026 | TREADWELL DAVID Ldirector | Grant | 1,333 | — |
| Jun 15, 2026 | Maguire Joanne Mdirector | Grant | 1,333 | — |
| Jun 15, 2026 | Jones Jeffrey Daviddirector | Grant | 1,333 | — |
| Jun 15, 2026 | Kure Bunseidirector | Grant | 1,333 | — |
| Jun 9, 2026 | Kure Bunseidirector | Option | 1,829 | — |
| Jun 9, 2026 | PYNNONEN BRETT Dofficer: SVP & Chief Legal Officer | Sell | 5,000 | $120.00 |
| Jun 9, 2026 | SCRICCO FRANCIS Mdirector | Option | 1,829 | — |
| Jun 9, 2026 | Maguire Joanne Mdirector | Option | 1,829 | — |
| Jun 9, 2026 | Jones Jeffrey Daviddirector | Option | 1,829 | — |
| Jun 9, 2026 | Barrese Jamesdirector | Option | 1,829 | — |
| Jun 9, 2026 | TREADWELL DAVID Ldirector | Option | 1,829 | — |
Source: VC SEC Form 4 filings, latest Jul 2, 2026. For informational purposes only — not investment advice.
See the full VC insider & 13F page →Visteon Corporation company profile
Overview
Visteon Corporation (NYSE:VC) is a Michigan-based automotive technology company that specializes in designing and manufacturing advanced electronics and digital cockpit solutions for vehicle manufacturers worldwide. Founded in 2000 as a spin-off from Ford Motor Company, Visteon has evolved from a traditional automotive parts supplier into a focused technology company serving the rapidly digitizing automotive industry. The company operates globally with manufacturing facilities and engineering centers across North America, Europe, and Asia, supplying its products to major original equipment manufacturers (OEMs) including Ford, General Motors, Toyota, Stellantis, and various Chinese domestic automakers.
Business
Visteon operates in the automotive electronics and cockpit technology sector, which sits at the intersection of traditional automotive manufacturing and consumer electronics. The company's core business revolves around developing and manufacturing the digital systems that drivers and passengers interact with inside modern vehicles - essentially the "brains" and "screens" of today's connected cars. The company's primary product portfolio consists of several key categories. Digital instrument clusters represent the evolution from traditional analog gauges to sophisticated digital displays that show vehicle information, navigation, and entertainment content. These clusters now account for approximately 40% of Visteon's revenue and have grown to represent about 80% of all cluster sales, reflecting the industry's rapid digitization. Displays and infotainment systems constitute another major segment, including large touchscreen displays, head-up displays that project information onto the windshield, and integrated infotainment platforms. The company's Phoenix platform serves as a comprehensive audio and embedded infotainment solution with artificial intelligence capabilities and natural language processing. SmartCore cockpit domain controllers represent Visteon's most advanced offering - integrated computing platforms that consolidate multiple vehicle functions into a single, automotive-grade system. These controllers manage everything from instrument displays to infotainment, climate control, and vehicle connectivity, serving as the central nervous system for modern vehicle cockpits. The company also produces electrification products, including battery management systems (BMS) that monitor and control electric vehicle batteries, telematics control units for connected car services, and various power electronics components. This segment has experienced rapid growth, with BMS sales more than doubling year-over-year and now representing a high single-digit percentage of total revenue. Additionally, Visteon manufactures body domain modules that integrate various vehicle functions such as central gateway communications, body controls, comfort features, and vehicle access solutions into unified devices, helping automakers reduce complexity and cost in vehicle electrical architectures.
Revenue model
Visteon generates revenue primarily through direct product sales to automotive original equipment manufacturers (OEMs). The company operates on a business-to-business model where it designs, engineers, and manufactures electronic components and systems that are integrated into vehicles during the production process. Revenue is typically generated through long-term supply contracts with automakers, often spanning multiple years and vehicle model cycles. The company's customers include major global automakers such as Ford, General Motors, Toyota, Stellantis, BMW, and increasingly, Chinese domestic manufacturers like Geely and other emerging OEMs. Visteon typically wins business through competitive bidding processes where they must demonstrate technological capability, cost competitiveness, and manufacturing scale. Several factors significantly impact Visteon's profit margins. Positive margin drivers include the ongoing digitization trend in automotive cockpits, which allows the company to sell higher-value electronic products compared to traditional mechanical components. The shift toward software-defined vehicles creates opportunities for recurring revenue through software updates and services. Product mix improvements, particularly the growing proportion of digital clusters and displays versus traditional analog products, enhance overall profitability. Geographic diversification, especially growth in higher-margin markets outside of China, also supports margin expansion. Margin pressures come from several sources. The highly competitive automotive supply chain typically demands annual cost reductions from suppliers, requiring continuous efficiency improvements. Commodity price fluctuations, particularly for semiconductors and electronic components, can impact input costs. Currency exchange rate movements affect international operations. The challenging dynamics in the Chinese market, where domestic OEMs are gaining market share and pricing is increasingly competitive, present ongoing margin pressure. Additionally, the capital-intensive nature of the business requires significant upfront investment in tooling and equipment for new product launches, which can pressure near-term margins until production volumes scale. Trade policy uncertainties, particularly potential tariffs on Mexican imports where Visteon has significant manufacturing operations, represent a significant risk factor that could impact cost structures and customer relationships.
Competitive moat
Visteon's competitive moat is moderately strong but faces ongoing challenges from industry evolution and new entrants. The company's primary competitive advantages stem from its deep integration with automotive OEMs through long-term supply relationships and its specialized expertise in automotive-grade electronics that meet stringent safety, reliability, and regulatory requirements. Technical expertise and certification barriers provide meaningful protection, as automotive electronics must meet rigorous safety standards and undergo extensive testing and validation processes that can take years to complete. Visteon's experience in developing products that can withstand extreme temperatures, vibrations, and electromagnetic interference while maintaining safety-critical functionality creates significant barriers for new entrants. Customer switching costs are substantial once Visteon's products are designed into a vehicle platform, as changing suppliers typically requires extensive re-engineering and re-certification processes. The company's global manufacturing footprint and ability to support OEMs across multiple regions also creates operational advantages that are difficult for smaller competitors to replicate. However, the moat faces several challenges. Technology disruption poses the most significant threat, as the automotive industry's shift toward software-defined vehicles attracts technology companies like Google, Apple, and various startups that may have superior software capabilities. The increasing importance of artificial intelligence, cloud connectivity, and over-the-air updates could potentially commoditize hardware components where Visteon has traditionally been strong. Chinese competition represents another significant challenge, as domestic Chinese suppliers are rapidly improving their capabilities while offering more competitive pricing. The Chinese market's shift toward domestic OEMs and suppliers has already impacted Visteon's market position in this crucial region. Customer concentration risk also limits the moat's strength, as Visteon's dependence on a relatively small number of large OEMs means that losing a major customer or program can significantly impact the business. The automotive industry's cyclical nature and the ongoing transition to electric vehicles create additional uncertainties that could affect long-term competitive positioning. Overall, while Visteon maintains meaningful competitive advantages in its core markets, the rapidly evolving automotive technology landscape requires continuous innovation and adaptation to maintain its market position.
Risks & safety
Visteon demonstrates a moderate margin of safety with generally solid financial fundamentals but some areas of concern. **Financial Strength:** • Strong liquidity position with $655 million in cash and short-term investments as of Q1 2025 • Healthy current ratio of 1.83, indicating good short-term liquidity • Manageable debt-to-equity ratio of 0.34, showing conservative leverage • Positive free cash flow generation of $35 million in Q1 2025 and $290 million for full year 2024 **Valuation Metrics:** • Trading at attractive valuation multiples: P/E ratio of 8.1x and EV/EBITDA of 5.2x • Price-to-book ratio of 1.61 suggests reasonable valuation relative to book value • Graham number of $50.95 indicates the stock may be undervalued at current price of $78.02 **Risk Considerations:** • Cyclical industry exposure creates earnings volatility • Geographic concentration risk with significant exposure to challenging Chinese market • Potential tariff impacts on Mexican manufacturing operations • Capital-intensive business model requiring continuous investment in new technologies • Customer concentration risk with dependence on major OEMs
Recent development
Over the past few years, Visteon has undergone a significant strategic transformation, positioning itself as a technology-focused automotive electronics company rather than a traditional automotive parts supplier. The company has systematically divested non-core businesses to concentrate on digital cockpit technologies, software-defined vehicle solutions, and electrification products. Product portfolio evolution has been a key focus, with digital clusters now representing approximately 80% of all cluster sales, up from 50% just a few years ago. The company has aggressively expanded its display business, which grew 50% in Q1 2025 and is expected to become as large as the digital cluster segment. SmartCore cockpit domain controllers have gained significant traction, launching with eight OEMs and representing about 10% of total sales. Geographic and customer diversification has become increasingly important as the company faces challenges in the Chinese market. Visteon has expanded its presence with Japanese OEMs like Toyota and is targeting growth in India's automotive market. The company has also ventured into adjacent markets including two-wheeler vehicles and commercial vehicles, broadening its addressable market beyond traditional passenger cars. Technology advancement has centered on software capabilities and artificial intelligence integration. The company has developed onboard AI-based voice assistants with natural language understanding and is incorporating large language models into cockpit systems. Visteon has also expanded into electrification products, with battery management systems more than doubling in sales and representing a high single-digit percentage of revenue. Manufacturing and operational expansion includes opening new facilities such as a manufacturing plant in Tunisia and strategic acquisitions to enhance capabilities, including recent investments in German connectivity technology. The company has also focused on vertical integration, particularly in display manufacturing, to improve margins and supply chain control. Recent strategic moves include pausing share repurchases to preserve cash amid tariff uncertainties while maintaining a strong balance sheet for potential acquisitions. Management has indicated they see the current environment as favorable for bolt-on acquisitions that could enhance their technology capabilities and market position.
VC company profile · for informational purposes only — not investment advice.
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