Visteon Corp

Visteon makes the electronics drivers look at and touch inside a car. Its main products are digital instrument clusters (the screen behind the steering wheel that shows speed and warnings), information displays, infotainment systems that work with Android Auto and Apple CarPlay, and SmartCore, a cockpit domain controller: one computer that runs several screens at once. It also offers battery management systems and high-voltage power electronics for battery-powered vehicles, an in-car AI software platform called CognitoAI, and engineering services.

Its customers are automakers, including Ford, General Motors, BMW, Mercedes-Benz, Toyota, Volkswagen, Stellantis, Nissan, Geely and Tata. Visteon wins contracts to supply parts for particular vehicle programs, then builds them at plants in countries such as Mexico, China, India, Bulgaria and Tunisia. Ford alone made up 26% of net sales in fiscal 2025, up from 22% in 2023.

Visteon reports one business segment, Electronics. Of its $3.77 billion in sales for the year ended December 31, 2025, instrument clusters brought in 46%, infotainment 13.5%, information displays 13.3%, cockpit domain controllers 11.4%, and body and electrification electronics 11.1%. Europe was the largest region, at about 34% of sales, and India and Japan each added roughly 8% to 9%. The company is based in Van Buren Township, Michigan.

• In Q3 FY2026 (ended Sep 30, 2026), revenue was $970.0M, up 5.8% from a year earlier, and net income was $5.0M.
• For fiscal 2025, revenue was $3.77B (-2.5% year over year; +8.1% a year from FY2020 to FY2025) with a 5.3% net margin.

• Over FY2021–FY2025: $227.0M in buybacks and $15.0M in dividends.
• Regular dividends per share rose in every available year from FY2017 to FY2025, leaving out years that included a special dividend (FY2016).
• Special dividends in FY2016 are excluded from the streak.
• Dividends took 7.5% of earnings in the latest fiscal year.
• Shares outstanding changed -11.7% from Oct 21, 2021 to Oct 15, 2026.

Rank among 1514 US companies

Market value at each year end

Visteon’s market value went from $2.73B at the end of 2016 to $1.79B on Oct 28, 2026, down 35%; since the end of 2025 it is down 31%.

Form 4 filings from 2025-10-29 to 2026-10-29 (25 read): 0 open-market purchases and 14 sales ($7.2M), 9 of them under pre-arranged 10b5-1 trading plans.

Large shareholders (13G filings)

ETFs with the most weight in VC

1. Heavy reliance on Ford and GM. Ford alone made up 26% of net sales in fiscal 2025, and the annual report calls Visteon highly dependent on Ford and General Motors. Lower vehicle output at either would cut its sales.
2. Chinese competitors expanding abroad. Chinese suppliers are competing harder outside China. Chinese automakers, which use fewer Visteon parts, are also gaining market share in other countries. Both trends could weaken Visteon's results.
3. Chip and memory shortages. Visteon relies on single or limited sources for parts such as semiconductors and DRAM memory chips. Shortages can delay deliveries, raise costs it may not recover, and trigger claims if a customer's line stops.
4. Tariffs and foreign operations. Its plants and engineering centers are mainly in countries such as Mexico, China, India, Bulgaria and Tunisia. Tariffs, trade-rule changes, currency swings and political upheaval can raise costs or disrupt supply.
5. Awarded business may not become sales. Visteon plans around contracts it has won for upcoming vehicles, known as awarded business. If automakers delay or cancel those models, or build fewer than expected, the sales may fall short.
6. Cyclical industry and customer price pressure. Car production rises and falls with the economy, so production cuts at major customers would hurt Visteon's sales. Automakers also push suppliers for lower prices, and Visteon kept only 5.3% of 2025 sales as profit.

• Oct 27, 2026 Executive or board change
• Oct 22, 2026 Quarterly results released; Investor presentation or announcement
• Jul 23, 2026 Major agreement signed; Quarterly results released; Investor presentation or announcement
• Jun 25, 2026 Other company announcement
• Jun 17, 2026 Executive or board change
• Jun 15, 2026 Shareholder vote results; Other company announcement
• Apr 29, 2026 Major agreement signed; New debt or financial obligation
• Apr 23, 2026 Quarterly results released; Investor presentation or announcement
• Feb 19, 2026 Quarterly results released; Investor presentation or announcement

Visteon's dividend is new. It paid none in 2023 or 2024, then paid $0.375 per share in fiscal 2025. That came to about $15 million, or roughly 7.5% of the year's net income. The yield was 1.95% as of October 28, 2026. Buybacks have been bigger: $227 million from fiscal 2021 through 2025, and the share count fell about 12% between October 2021 and October 2026. With such a short dividend record, income investors have little history to judge how the payment would hold up in a downturn.

The share price has swung hard. In the 2020 COVID crash it fell 51% from February 19 to March 18, 2020, then took about seven months to recover. In 2022 it dropped 29% between February and April and recovered by August. It was down 32% over the year to October 28, 2026. A single stock like Visteon carries more risk than a diversified fund.