Versigent PLC (VGNT)
NYSEConsumer DiscretionaryElectrical Equipment & PartsSnapshot 2026-09-04
$50.22+3.72%
Close 2026-09-04 · 1-day change
NYSEConsumer DiscretionaryElectrical Equipment & PartsSnapshot 2026-09-04
QuarterlyIQ Insights · VGNT
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Pursue disciplined capital allocation to reach $1 billion in free cash flow by 2028, supporting reinvestment and shareholder returns.
Stated as a priority in 3 of last 3 quarters. Management reaffirmed 2026 free cash flow guidance of $200-$300 million and articulated a path to $1 billion in free cash flow by 2028. The trajectory is delivering with free cash flow of $107 million in 2026-Q2 and disciplined capital allocation supporting this goal.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Not enough signal yet.
Not enough signal yet.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Guidance reaffirmed for Free Cash Flow $200 - $300 million in 2026, with path to $1 billion by 2028.”
“CFO: 'Disciplined capital allocation strategy prioritizing investment and attractive returns.'”
“CFO: 'Path to $1 billion in free cash flow by 2028.'”
Focus on operational excellence and cost discipline to increase EBITDA margins by over 200 basis points within three years.
Stated as a priority in 3 of last 3 quarters. Adjusted EBITDA margin improved from 9.2% in 2026-Q1 to 11.1% in 2026-Q2, a 190 basis point increase, approaching the targeted 200 basis points expansion over three years. Management's focus on operational discipline is reflected in this improving margin trajectory.
“Adjusted EBITDA margin of 11.1%, up 120 basis points year-over-year.”
“Adjusted EBITDA margin of 9.2%, reflecting disciplined operating execution.”
“CFO: 'Expect to expand EBITDA margins by more than 200 basis points over next three years.'”
Maintain and raise full-year 2026 revenue guidance reflecting strong sales growth and market demand.
Stated as a priority in 2 of last 2 quarters. Revenue increased from $2.212 billion in 2026-Q1 to $2.444 billion in 2026-Q2, a 10.8% year-over-year increase. Management raised and tightened full-year 2026 revenue guidance to $9.4 billion to $9.6 billion, reflecting strong sales growth and market demand, indicating delivery on this priority.
“Raised and tightened full-year net sales guidance to $9.4B-$9.6B.”
“Reaffirmed full-year 2026 revenue guidance of $9.1B-$9.4B.”
Establish a quarterly dividend policy to return capital to shareholders reflecting strong cash flow and balance sheet.
Stated as a priority in 2 of last 2 quarters. The Board declared an inaugural quarterly dividend of $0.13 per share in 2026-Q2, following approval of a dividend policy in 2026-Q1. This reflects management's commitment to returning capital to shareholders, supported by strong cash flow and balance sheet.
“Board declared inaugural quarterly cash dividend of $0.13 per share.”
“Board approved dividend policy targeting $0.13 per share quarterly dividends.”
6 material management or governance events in the past 24 months, led by M&A activity. Historically, Consumer Discretionary names rated neutral grew net income 48% of the time over the next year (vs 53% for the rest of the cohort, n=2538).
Not investment advice. As of 2026-09-04.