Analysts and consensus estimates

The following sell side analysts follow Valeo on a regular basis.

BROKER NAME
ALPHAVALUE  Adrien Brasey
BANK OF AMERICA To be determined
BARCLAYS Erwann Dagorne
BERENBERG Romain Gourvil
BNP PARIBAS EXANE To be determined
CIC Dominique Descours
CITI Ross Macdonald
DEUTSCHE BANK SECURITIES Christoph Laskawi
EVERCORE ISI Chris McNally
GOLDMAN SACHS To be determined
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 Earnings consensus is a summary of Valeo’s estimated financial results, based on projections from financial analysts (stockbrokers). This data is gathered and supplied by Valeo’s Investor Relations Department.

Valeo provides this consensus solely for informational purposes. Valeo does not validate or approve these estimates by posting them on its website, nor should this information be seen as an invitation to trade shares or conduct any transactions.

Updated: April 9, 2026. Based on estimates from 13 analysts

  Total sales
(€m)
Operating Margin
(€m)
Operating Margin
(as a % of sales)
  Q1 2026 e H1 2026 e FY 2026 e FY 2027 e FY 2028 e H1 2026 e FY 2026 e FY 2027 e FY 2028 e H1 2026 e FY 2026 e FY 2027 e FY 2028 e
Number of estimates 10 8 13 13 12 8 13 13 12 8 13 13 12
Average 5,038 10,221 20,553 21,271 22,050 492 1,026 1,179 1,311 4.8% 5.0% 5.5% 5.9%
Median 5,015 10,173 20,526 21,240 22,037 482 1,027 1,170 1,292 4.7% 5.0% 5.5% 5.9%
  Adjusted EBITDA
(€m)
Adjusted EBITDA
(as a % of sales)
Free Cash Flow
(after net financial interest)
(€m)
  H1 2026 e FY 2026 e FY 2027 e FY 2028 e FY 2025 e FY 2026 e FY 2027 e FY 2028 e FY 2025 e FY 2026 e FY 2027 e FY 2028 e
Number of estimates 8 13 13 12 14 14 14 7 14 14 14 7
Average 1,458 3,017 3,182 3,340 13.9% 14.2% 14.6% 15.1% 265 283 385 525
Median 1,459 3,052 3,182 3,317 14.0% 14.2% 14.4% 15.0% 293 328 417 547