Analysts and consensus estimates
The following sell side analysts follow Valeo on a regular basis.
| BROKER | NAME |
|---|---|
| ALPHAVALUE | Adrien Brasey |
| BARCLAYS | Erwann Dagorne |
| BERENBERG | Romain Gourvil |
| BNP PARIBAS EXANE | Stephen Benhamou |
| CIC | Dominique Descours |
| CITI | Ross Macdonald |
| DEUTSCHE BANK SECURITIES | Christoph Laskawi |
| EVERCORE ISI | Chris McNally |
| J.P.MORGAN | Jose Asumendi |
| JEFFERIES | Vanessa Jeffriess |
| KEPLER CHEUVREUX | Thomas Besson |
| MORGAN STANLEY | Cindy Huang |
| ODDO SECURITIES | Michael Foundoukidis |
| BERNSTEIN SOCIÉTÉ GÉNÉRALE | Stephen Reitman |
| TP ICAP | Julien Thomas |
| UBS | David Lesne |
Consensus estimates
The following estimates have been obtained from the brokerage firms that follow Valeo on a regular basis.
Valeo does not endorse or take responsibility for the accuracy of this information.
Updated: July 07, 2025. Based on estimates from 14 analysts
| Total sales (€m) |
Operating Margin excl. JV & associates (€m) |
Operating Margin excl. JV & associates (as a % of sales) |
||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Q2 2025 e | H1 2025 e | FY 2025 e | FY 2026 e | H1 2025 e | FY 2025 e | FY 2026 e | H1 2024 e | FY 2025 e | FY 2026 e | |
| Number of estimates | 14 | 14 | 14 | 14 | 12 | 14 | 14 | 12 | 14 | 14 |
| Average | 5 340 | 10 653 | 21 152 | 21 779 | 443 | 942 | 1 097 | 4.2% | 4.5% | 5.0% |
| Median | 5 340 | 10 653 | 21 137 | 21 797 | 450 | 942 | 1 109 | 4.2% | 4.5% | 5.1% |
| EBITDA (€m) |
EBITDA (as a % of sales) |
Free Cash Flow (€m) |
|||||||
|---|---|---|---|---|---|---|---|---|---|
| H1 2025 e | FY 2025 e | FY 2026 e | H1 2025 e | FY 2025 e | FY 2026 e | H1 2025 e | FY 2025 e | FY 2026 e | |
| Number of estimates | 12 | 12 | 12 | 12 | 12 | 12 | 9 | 13 | 13 |
| Average | 1 366 | 2 830 | 3 019 | 12.8% | 13.4% | 13.9% | 77 | 431 | 583 |
| Median | 1 396 | 2 851 | 3 033 | 13.1% | 13.5% | 13.9% | 125 | 432 | 503 |
