Analysts and consensus estimates

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

BROKER NAME
ALPHAVALUE  Adrien Brasey
BANK OF AMERICA Stephen Benhamou
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 Javier Martinez de Olcoz Cerdan
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 20, 2026. Based on estimates from 14 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 11 9 14 14 13 9 14 14 13 9 14 14 13
Average 5,014 10,184 20,465 21,199 21,957 485 1,007 1,154 1,277 4.8% 4.9% 5.4% 5.8%
Median 5,015 10,124 20,447 21,208 22,022 478 1,023 1,167 1,295 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 9 14 14 13 9 14 14 13 7 14 14 13
Average 1,457 3,008 3,179 3,343 14.3% 14.7% 15.0% 15.2% 146 403 426 508
Median 1,445 3,054 3,174 3,322 14.3% 14.9% 15.0% 15.1% 130 408 445 511