Visteon Corp.: New non-auto opportunity w/ edge AI for industrial automation product

研报英文原文证据摘录

Visteon Corp.: New non-auto opportunity w/ edge AI for industrial automation product

Global Research

18 June 2026ab

First Read

EquitiesVisteon Corp.

New non-auto opportunity w/ edge AI for United States

industrial automation product Auto Parts

12-month rating Buy

12m price target US$130.00

What's new? VC introduced D6Sigma, a new edge AI product line for industrial

automation developed with Qualcomm and leveraging VC's IoT platform. The product

utilized multiple camera streams to provide intelligence for actionable operational Price (17 Jun 2026) US$110.40

events improving quality, uptime, and safety. VC has already been using the product on RIC: VC.O BBG: VC US

their own plants.

Trading data and key metrics

52-wk range US$128.76-84.45

Our thoughts: This continues the trend we have seen of suppliers taking core

competencies and finding new use cases and products to enable growth. While little Market cap. US$2.96b

details are available, VC mentioned the product is applicable for the broader industrial Shares o/s 26.8m (COM)

automation market, including automotive, consumer electronics and SMT/PCB Free float 100%

assembly, industrial and heavy manufacturing, and regulated, high-throughput sectors Avg. daily volume ('000) 552

such as pharmaceuticals and food and beverage. We expect to hear more about this Avg. daily value (m) US$58.1

opportunity and other growth initiatives at VC's analyst day next week June 25th. See Common s/h equity (12/26E) US$1.68b

our preview here. P/BV (12/26E) 1.7x

Net debt to EBITDA (12/26E) NM

EPS (UBS, diluted) (USD)

12/26E

UBS Cons.

Q1 1.65 1.94

Q2E 2.31 2.16

Q3E 2.38 2.28

Q4E 2.72 2.39

12/26E 9.05 8.37

12/27E 10.06 9.67

12/28E 12.10 10.92

Joseph Spak, CFA

Analyst

joseph.spak@ubs.com

+1-212-713 3089

Gabriel Gonzales, CFA

Associate Analyst