Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Visteon (VC)
NASDAQConsumer DiscretionaryAuto - PartsSnapshot 2026-11-05
$77.48-3.49%
Close 2026-11-05 · 1-day change
NASDAQConsumer DiscretionaryAuto - PartsSnapshot 2026-11-05
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
10.46 → 9.85 EPS · FY ending Dec 31, 2027 · 6 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 6 to 6; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for VC yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain balanced capital allocation with $800 million buyback authorization | The company balances capital well, with an $800 million buyback program. | Intact | buyback program is reduced or suspended | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
VC is an execution-driven growth business, supported by revenue expansion and new product awards. The current long-term thesis is intact, but near-term earnings risk is elevated after recent misses.
VC is assessed as cheap versus peers, while the expectations gap is 0.44, suggesting a meaningful gap between market expectations and the valuation assessment. The evidence does not provide enough detail to say exactly what earnings or growth the market assumes; valuation confidence is medium.
In the near term, earnings remain vulnerable: the company has missed in recent quarters, and the stated next-quarter miss risk is elevated. Over the multi-year view, revenue rose from $917 million to $970 million year over year, and third-quarter new business wins were $0.9 billion, but gross margin fell sharply, with management attributing $77 million of the impact to exceptional warranty charges.
The thesis hinges on VC sustaining revenue growth and turning new awards and product launches into durable results while improving operating discipline. A guidance cut would be a meaningful negative; continued earnings strength from sector bellwethers GPC, BWA, and APTV could support the sector backdrop, while misses or lower guidance from them could weaken it.
Over the next 1 to 3 years, VC has tangible growth and product evidence, but its thesis depends on better earnings consistency and margin execution. The evidence is mixed, with medium confidence and elevated near-term risk. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Free cash flow is expected near $190 million in 2026. |
| Intact |
| free cash flow falls below $170 million in FY26 |
Free cash flow: $-4M FY2026-Q3; GAAP. Published target: $170M to $210M. Annual target cannot be compared with a quarterly or TTM observation. Oct 22, 2026-4,000,000 USD · calculatedLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Adjusted EBITDA near $104 million in 2026-Q1 | Free cash flow is expected near $190 million in 2026. | Broken | adjusted EBITDA falls below $90 million in any quarter | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue growth near $3.73 billion in FY26 | A primary condition in Visteon's published investment case. The stated target is ~$3.73 billion. | Under Pressure | revenue falls below $3.62 billion in FY26 | Revenue: $970M FY2026-Q3; GAAP. Published target: ~$3.73 billion. Annual target cannot be compared with a quarterly or TTM observation. Oct 22, 2026970,000,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 5 of 5 supplied quarters. Management reported: “Revised Guidance Based on year-to-date performance and our outlook for the fourth quarter, Visteon is raising its full-year 2026 sales guidance range to $3.80 – $3.85 billion, while lowering its full-year adjusted EBITDA range to $370 – $410 million, and its adjusted free cash flow range to $90 – $130 million.” Delivery assessment Nov 5, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$10.43 → $9.85 · observed estimates
$4.10B → $4.25B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $10.43 | $4,096,864,480 | 6 / 7 |
| 2026-07-25 | $10.34 | $4,093,137,260 | 12 / 10 |
| 2026-07-26 | $10.47 | $4,110,747,376 | 6 / 7 |
| 2026-07-27 | $10.47 | $4,110,747,376 | 6 / 7 |
| 2026-07-28 | $10.35 | $4,093,439,260 | 12 / 10 |
| 2026-07-29 | $10.47 | $4,110,747,376 | 6 / 7 |
| 2026-07-30 | $10.44 | $4,110,322,260 | 12 / 10 |
| 2026-07-31 | $10.44 | $4,110,322,260 | 12 / 10 |
| 2026-08-01 | $10.44 | $4,114,163,977 | 6 / 7 |
| 2026-08-02 | $10.44 | $4,114,163,977 | 6 / 7 |
| 2026-08-03 | $10.44 | $4,110,322,260 | 12 / 10 |
| 2026-08-04 | $10.44 | $4,110,322,260 | 12 / 10 |
| 2026-08-05 | $10.44 | $4,114,163,977 | 6 / 7 |
| 2026-08-06 | $10.44 | $4,110,322,260 | 12 / 10 |
| 2026-08-08 | $10.44 | $4,114,163,977 | 6 / 7 |
| 2026-08-09 | $10.44 | $4,110,322,260 | 12 / 10 |
| 2026-08-10 | $10.44 | $4,110,322,260 | 12 / 10 |
| 2026-08-12 | $10.47 | $4,117,188,710 | 12 / 11 |
| 2026-08-13 | $10.44 | $4,114,163,977 | 6 / 7 |
| 2026-08-14 | $10.44 | $4,114,163,977 | 6 / 7 |
| 2026-08-15 | $10.44 | $4,114,163,977 | 6 / 7 |
| 2026-08-16 | $10.44 | $4,114,163,977 | 6 / 8 |
| 2026-08-17 | $10.44 | $4,114,163,977 | 6 / 8 |
| 2026-08-18 | $10.44 | $4,114,163,977 | 6 / 8 |
| 2026-08-19 | $10.44 | $4,114,163,977 | 6 / 8 |
| 2026-08-20 | $10.47 | $4,117,112,948 | 6 / 8 |
| 2026-08-21 | $10.47 | $4,117,112,948 | 6 / 8 |
| 2026-08-22 | $10.47 | $4,117,112,948 | 6 / 8 |
| 2026-08-23 | $10.47 | $4,117,112,948 | 6 / 8 |
| 2026-08-24 | $10.47 | $4,117,112,948 | 6 / 8 |
| 2026-08-25 | $10.47 | $4,117,112,948 | 6 / 8 |
| 2026-08-26 | $10.47 | $4,117,112,948 | 6 / 8 |
| 2026-08-27 | $10.47 | $4,117,112,948 | 6 / 8 |
| 2026-08-28 | $10.47 | $4,117,112,948 | 6 / 8 |
| 2026-08-29 | $10.47 | $4,117,112,948 | 6 / 8 |
| 2026-08-30 | $10.47 | $4,117,112,948 | 6 / 8 |
| 2026-08-31 | $10.47 | $4,117,112,948 | 6 / 8 |
| 2026-09-01 | $10.47 | $4,117,112,948 | 6 / 8 |
| 2026-09-02 | $10.47 | $4,117,112,948 | 6 / 8 |
| 2026-09-03 | $10.47 | $4,117,112,948 | 6 / 8 |
| 2026-09-04 | $10.47 | $4,117,112,948 | 6 / 8 |
| 2026-09-05 | $10.47 | $4,117,112,948 | 6 / 8 |
| 2026-09-06 | $10.47 | $4,117,112,948 | 6 / 8 |
| 2026-09-07 | $10.47 | $4,117,112,948 | 6 / 8 |
| 2026-09-08 | $10.47 | $4,117,112,948 | 6 / 8 |
| 2026-09-09 | $10.47 | $4,117,112,948 | 6 / 8 |
| 2026-09-10 | $10.47 | $4,117,112,948 | 6 / 8 |
| 2026-09-11 | $10.47 | $4,117,112,948 | 6 / 8 |
| 2026-09-12 | $10.47 | $4,117,112,948 | 6 / 8 |
| 2026-09-13 | $10.47 | $4,117,112,948 | 6 / 8 |
| 2026-09-14 | $10.47 | $4,117,112,948 | 6 / 8 |
| 2026-09-15 | $10.47 | $4,117,112,948 | 6 / 8 |
| 2026-09-16 | $10.47 | $4,115,712,718 | 6 / 8 |
| 2026-09-17 | $10.47 | $4,115,712,718 | 6 / 8 |
| 2026-09-18 | $10.47 | $4,115,712,718 | 6 / 8 |
| 2026-09-19 | $10.47 | $4,119,283,990 | 6 / 7 |
| 2026-09-20 | $10.47 | $4,119,283,990 | 6 / 7 |
| 2026-09-21 | $10.47 | $4,119,283,990 | 6 / 7 |
| 2026-09-22 | $10.47 | $4,119,283,990 | 6 / 7 |
| 2026-09-23 | $10.47 | $4,119,283,990 | 6 / 7 |
| 2026-09-24 | $10.47 | $4,119,283,990 | 6 / 7 |
| 2026-09-25 | $10.47 | $4,119,283,990 | 6 / 7 |
| 2026-09-26 | $10.47 | $4,119,283,990 | 6 / 7 |
| 2026-09-27 | $10.47 | $4,119,283,990 | 6 / 7 |
| 2026-09-28 | $10.47 | $4,119,283,990 | 6 / 7 |
| 2026-09-29 | $10.47 | $4,119,283,990 | 6 / 7 |
| 2026-09-30 | $10.47 | $4,119,283,990 | 6 / 7 |
| 2026-10-01 | $10.47 | $4,119,283,990 | 6 / 7 |
| 2026-10-02 | $10.47 | $4,119,283,990 | 6 / 7 |
| 2026-10-03 | $10.47 | $4,119,283,990 | 6 / 7 |
| 2026-10-04 | $10.46 | $4,120,011,404 | 6 / 7 |
| 2026-10-05 | $10.46 | $4,120,011,404 | 6 / 7 |
| 2026-10-06 | $10.46 | $4,120,011,404 | 6 / 7 |
| 2026-10-07 | $10.46 | $4,125,877,904 | 6 / 7 |
| 2026-10-08 | $10.46 | $4,125,877,904 | 6 / 7 |
| 2026-10-09 | $10.43 | $4,119,678,393 | 6 / 7 |
| 2026-10-10 | $10.35 | $4,113,838,393 | 6 / 7 |
| 2026-10-11 | $10.35 | $4,113,838,393 | 6 / 7 |
| 2026-10-12 | $10.35 | $4,113,838,393 | 6 / 7 |
| 2026-10-13 | $10.35 | $4,113,838,393 | 6 / 7 |
| 2026-10-14 | $10.34 | $4,113,078,393 | 6 / 7 |
| 2026-10-15 | $10.34 | $4,113,078,393 | 6 / 7 |
| 2026-10-16 | $10.33 | $4,110,678,393 | 6 / 7 |
| 2026-10-17 | $10.33 | $4,110,678,393 | 6 / 7 |
| 2026-10-18 | $10.33 | $4,110,678,393 | 5 / 7 |
| 2026-10-19 | $10.33 | $4,110,678,393 | 5 / 7 |
| 2026-10-20 | $10.25 | $4,099,328,393 | 5 / 7 |
| 2026-10-21 | $10.25 | $4,099,328,393 | 6 / 7 |
| 2026-10-22 | $10.25 | $4,099,328,393 | 6 / 7 |
| 2026-10-23 | $10.04 | $4,218,075,352 | 6 / 7 |
| 2026-10-24 | $9.97 | $4,239,675,352 | 6 / 7 |
| 2026-10-25 | $9.97 | $4,239,675,352 | 6 / 7 |
| 2026-10-26 | $9.97 | $4,239,675,352 | 6 / 7 |
| 2026-10-27 | $9.97 | $4,239,675,352 | 6 / 7 |
| 2026-10-28 | $9.97 | $4,239,675,352 | 6 / 7 |
| 2026-10-29 | $9.91 | $4,239,675,352 | 6 / 7 |
| 2026-10-30 | $9.91 | $4,239,675,352 | 6 / 7 |
| 2026-10-31 | $9.91 | $4,239,675,352 | 6 / 7 |
| 2026-11-01 | $9.91 | $4,239,675,352 | 6 / 7 |
| 2026-11-02 | $9.91 | $4,239,675,352 | 6 / 7 |
| 2026-11-03 | $9.85 | $4,250,266,413 | 6 / 7 |
| 2026-11-04 | $9.85 | $4,250,266,413 | 6 / 7 |
| 2026-11-05 | $9.85 | $4,250,266,413 | 6 / 7 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 7 Buy / Strong Buy · 4 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 8 recorded
0 raises · 2 cuts · 0 unchanged · 2 without a comparable prior
Oct 7, 2026–Nov 5, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.