Visteon Corporation Q4 2025 Earnings Call Summary

Delivered record 2025 Adjusted EBITDA of $492 million (13.1% margin) despite significant headwinds from softer US EV demand and market share shifts in China. Achieved record new business wins of $7.4 billion, a 20% year-over-year increase, driven by high demand for SmartCore and advanced display systems. Strategic diversification is reducing reliance on legacy OEMs, with $500 million in new business from Toyota and nearly 15% of wins coming from two-wheeler and commercial segments. Vertical integrat ...