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: September 29, 2026. Based on estimates from 16 analysts

  Total sales
(€m)
Operating Margin
(€m)
Operating Margin
(as a % of sales)
  Q3 2026 e H2 2026 e FY 2026 e FY 2027 e FY 2028 e H2 2026 e FY 2026 e FY 2027 e FY 2028 e H2 2026 e FY 2026 e FY 2027 e FY 2028 e
Number of estimates 12 14 16 16 16 14 16 16 16 12 16 16 16
Average 4,928 10,073 20,435 21,005 21,705 505 1,012 1,140 1,269 5.0% 5.0% 5.4% 5.8%
Median 4,954 10,080 20,451 21,008 21,767 510 1,024 1,154 1,279 5.1% 5.0% 5.5% 5.9%
  Adjusted EBITDA
(€m)
Adjusted EBITDA
(as a % of sales)
Free Cash Flow
(after net financial interest)
(€m)
  H2 2026 e FY 2026 e FY 2027 e FY 2028 e H2 2026 e FY 2026 e FY 2027 e FY 2028 e H2 2026 e FY 2026 e FY 2027 e FY 2028 e
Number of estimates 12 14 14 14 12 14 14 14 10 15 15 15
Average 1,476 2,932 3,063 3,213 14.7% 14.4% 14.6% 14.8% 203 451 461 526
Median 1,474 2,935 3,055 3,193 14.6% 14.4% 14.5% 14.7% 198 439 463 535