Visteon Corp. "2026 Investor Day Preview" (Buy) Spak

Research evidence excerpt

Visteon Corp. "2026 Investor Day Preview" (Buy) Spak

Global Research

11 June 2026ab

Visteon Corp. Equities

United States2026 Investor Day Preview

Auto Parts

12-month rating Buy

VC is set to host their 2026 Investor Day on June 25th in NY. There, the company

will lay out the strategic roadmap, long-term growth drivers, financial objectives, and

12m price target US$130.00

the technology innovations shaping the future of intelligent vehicles. We are positive on

the name into the event, seeing a number of positive updates, particularly as it relates to

2029 financial targets and capital allocation. Credibility will be key (given prior 3-year Price (10 Jun 2026) US$117.70

views have disappointed, not necessarily because of VC specific factors), but we believe RIC: VC.O BBG: VC US

management understands this and should be able to give an outlook that is punchy

enough for investors and credible enough to underwrite. Trading data and key metrics

52-wk range US$128.76-84.45

We see 4 key things investors will focus on at the event: Market cap. US$3.15b

2029 financial targets – expect sales/EBITDA 7%/13% above consensus. Shares o/s 26.8m (COM)

We expect VC to give a 3-year look ahead to 2029. To that end, we expect VC Free float 100%

could guide 2029 sales to ~$4.8bn (~7% above consensus) driven by growing Avg. daily volume ('000) 565

with under-exposed customers such as Toyota, an inflection in China growth, Avg. daily value (m) US$58.2

increased penetration in the fast growing Indian market, and high-performance Common s/h equity (12/26E) US$1.68b

compute (HPC) systems that enable cockpit AI which are significantly higher P/BV (12/26E) 1.9x

content per vehicle at ~$1k vs. $300-$350 on CDCs today and low hundreds on Net debt to EBITDA (12/26E) NM

displays/clusters.