Visteon Q2 net income fell 31% YoY to $49M as customer production declined 5%; new $800M buyback

Filed July 23, 2026 · Period ending June 30, 2026 · Compared to 10-Q Jul 24, 2025 · ~2 min read

Key Changes

• high

  Net income attributable to Visteon dropped 31% YoY to $49M in Q2 2026 (from $71M in Q2 2025), while Adjusted EBITDA fell 13% to $116M (from $134M). Key customer production volumes declined ~5% despite flat global light-vehicle production.

  MD&A: Financial Results verify on EDGAR →
• high

  China production at Visteon's key customers fell 13% YoY while overall China production declined only 3%, suggesting the company's customers are losing share to domestic OEMs. Full-year 2026 outlook calls for global production down 2% and Visteon's customers down ~4%.

  MD&A: China Market Dynamics verify on EDGAR →
• high

  Board authorized a new $800M share repurchase program through December 2029 (replacing the prior $300M program) and immediately entered a $200M accelerated share repurchase agreement. Quarterly dividend increased 36% to $0.375/share from the July 2025 initiation level of $0.275.

  Notes: Capital Allocation verify on EDGAR →