Core Insights - The company delivered a record 2025 Adjusted EBITDA of $492 million with a margin of 13.1% despite facing significant challenges from softer US EV demand and market share shifts in China [1] - New business wins reached a record $7.4 billion, marking a 20% year-over-year increase, driven by high demand for SmartCore and advanced display systems [1] - Strategic diversification efforts are 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 [1] - Vertical integration initiatives were accelerated in 2025, including in-house molding of metal brackets and optical bonding to simplify supply chains and capture incremental value [1] - Global growth over the market was limited to 2% due to a seven percentage point drag from Battery Management Systems (BMS) and global OEM share loss in China [1] - The company reinforced its advanced technology leadership through significant OLED display wins with luxury OEMs and the expansion of the Cognito AI smart assistant [1]

Visteon (NasdaqGS:VC) Q4 2025 Earnings call February 19, 2026 09:00 AM ET Company ParticipantsJerome Rouquet - SVP and CFOJoe Spak - Managing DirectorKris Doyle - VP of Investor Relations and FP&ASachin Lawande - President and CEOShreyas Patil - VP of Equity ResearchConference Call ParticipantsItay Michaeli - Senior Equity Research AnalystLuke Junk - Senior Research AnalystNone - AnalystKris DoyleGood morning. I'm Kris Doyle, Vice President of Investor Relations and FP&A. Welcome to our earnings call for th ...

Q4 & FY 2025 Earnings Call Presentation February 11, 2026 Update pic Forward-Looking Statements This presentation may contain forward-looking statements as contemplated by the 1995 Private Securities Litigation Reform Act that are based on management's current outlook, expectations, estimates and projections. Words such as "anticipates," "believes," "continues," "could," "designed," "effect," "estimates," "evaluates," "expects," "forecasts," "goal," "guidance," "initiative," "intends," "may," "outlook," "pl ...

Core Insights - The Global Electric Powertrain Market is projected to grow at a CAGR of 13.20% from 2026 to 2032, increasing from USD 85.71 Billion in 2024 to USD 211.7 Billion by the end of the forecast period [1][4]. Market Overview - The electric powertrain is central to the automotive industry's shift towards sustainable energy, enhancing efficiency and reducing emissions [4]. - The market is experiencing significant expansion due to rising electric vehicle (EV) adoption, driven by environmental awareness and government regulations [10]. Technological Innovations - Advancements in electric powertrain technologies, including high-efficiency motors and battery management systems, are improving vehicle performance and energy efficiency [11]. - Innovations such as e-axles and motor inverters are transforming vehicle capabilities [9]. Government Policies - Governments are promoting electric powertrains through subsidies, tax incentives, and stricter emission regulations, facilitating the transition from internal combustion engines [12]. Market Challenges - High initial costs of electric powertrain components, particularly batteries, pose a barrier to adoption [13]. - Limited charging infrastructure, especially in emerging markets, creates range anxiety among consumers [14]. - Battery performance issues, including energy density and lifespan, continue to affect consumer confidence in EVs [15]. Regional Analysis - The Asia-Pacific region leads the market, supported by major electric vehicle manufacturers and favorable regulations in countries like China and Japan [16]. - North America and Europe follow, driven by increasing demand for electric vehicles and stringent environmental laws [16]. Competitive Landscape - Key players in the electric powertrain market include Robert Bosch GmbH, Mitsubishi Electric Corp., and Magna International, among others [17][18].