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Valeo (FR) investor relations material
Valeo Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 2025 sales reached €5.0bn, up 3.5% like-for-like, driven by strong POWER and LIGHT division performance, supporting full-year guidance and 2025 profit and cash generation objectives.
Europe outperformed automotive production, while China significantly reduced its performance gap versus the market, with strong order intake momentum.
The BRAIN division saw a retreat, but order intake in ADAS and SDV remained robust.
Disciplined price management, lower break-even point, and reduced R&D and investment expenditures contributed to improved financial trajectory.
Financial highlights
Q3 2025 total sales: €5.0bn (+1% year-over-year, +3.5% lfl); OEM sales: €4,229m (+3.7% lfl); Aftermarket: €503m (-2.8% lfl); Miscellaneous: €265m (+14.4% lfl).
YTD total sales: €15.7bn; OEM: €13.1bn; Aftermarket: €1.6bn; Miscellaneous: €907m.
Currency effects negatively impacted sales by 2.8%.
Reported Q3 growth impacted by negative exchange rates and scope effects.
Outlook and guidance
2025 guidance confirmed: FY 2025 sales expected at ~€20.5bn, EBITDA margin 13.5%-14.5%, operating margin 4.5%-5.5%.
Free cash flow before one-off restructuring costs targeted at €700-800m; after restructuring, €450-550m.
Cumulative free cash flow of around €1bn over 2024-2025 after €300m in one-off restructuring costs.
Q4 sales expected to be similar to Q3; H2 margins and cash generation anticipated to exceed H1.
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