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What were the key takeaways from Visteon's earnings call?

- **Stabilizing China**: Q3 China sales flat QoQ, 2026 launches to drive growth over market. 
- **New Business Momentum**: $7B wins YTD (+28% YoY), led by displays and SmartCore HPC. 
- **Toyota Expansion**: 7 launches in 2027, targeting 10%+ revenue in 2028. 
- **AI Differentiation**: SmartCore HPC wins with Zeekr and Cherry, end-to-end AI framework in development. 
- **Risks**: BMS volumes down 10-20% in 2026, Nexperia supply chain uncertainty. 
- **Financial Strength**: $459M net cash, $1.08 EPS, dividend + buybacks. 


**【CEO Summary Section】**
- Q3 revenue of $917 million, down 6% YoY, due to lower BMS sales and JLR production shutdown. 
- Adjusted EBITDA of $119 million (13% margin), driven by cost control and one-time benefits. 
- China sales stabilized sequentially, with 2026 launches expected to drive growth over market. 
- Secured $7 billion in new business wins YTD, up 28% YoY, led by displays and SmartCore HPC. 
- Expanded into 2-wheelers and commercial vehicles, with 25% of new business outside core automotive. 
- Launched 28 new products across 10 OEMs, including Ford, GM, and Cherry EVs. 

**【CFO Financial Commentary】**
- Q3 sales: $917M (-6% YoY), impacted by $12M JLR shutdown and $30M BMS headwinds. 
- Adjusted EBITDA: $119M (13% margin), up 90bps YoY from cost control. 
- Free cash flow: $110M, with $459M net cash. 
- 2025 guidance: $3.75B sales, $420M EBITDA, $1.08 EPS. 
- 2026 risks: BMS volumes down 10-20%, Nexperia supply chain disruption. 
- Toyota launches ramping to 10%+ revenue in 2028. 

**【Q&A Highlights】**
- **China Recovery**: 2026 launches to drive growth over market, offsetting 2025 production mix headwinds. 
- **Nexperia Risk**: 30-day inventory buffer, but potential industry-wide disruption if unresolved. 
- **BMS Outlook**: 2026 volumes down 10-20%, stabilizing in 2027. 
- **Toyota Execution**: 7 launches in 2027, targeting 10%+ revenue in 2028. 
- **AI Strategy**: SmartCore HPC wins with Zeekr and Cherry, end-to-end AI framework in development. 
- **2026 Guidance**: EBITDA near $420M, free cash flow ~$1.2B, dividend + buybacks. 


Visteon Corporation (VC) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

VC

VC fundamentals

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