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VGVGNT

Versigent PLC

$VGNT·$3.3B·Electrical Equipment & Parts·Industrials
$45.97+1.7%1Y+49.7%
Price updated 6m ago·X counts updated 11d ago
VGVGNT
$VGNTVersigent PLC
$45.97+1.66%34 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $VGNT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

34X posts · last 7 days
Sep 7Sep 14

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $VGNT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-24

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Versigent (Aptiv Electrical Distribution spinoff) at 8x P/E with 16% free-cash-flow yield — the tape hasn't paid for the spin yet.

Versigent PLC is the recently-spun-off Aptiv Electrical Distribution business (limited public trading history, position_in_52w=0). Manufactures electrical architecture systems for vehicles — high-voltage cables, connectors, and increasingly EV-related components. Small cap ($3.25B) recently listed.

  • The fundamentals look solid post-spin: Q1 revenue $2.2B at 11% gross margin and 6.6% operating margin — thin margins by design (this is Tier-1 auto-supplier economics), but 16.3% ROIC and 34% ROE reflect real capital efficiency.
  • The valuation is unusually cheap: 8x P/E with 16% free-cash-flow yield is what post-spinoff equities often trade at while index-inclusion flows haven't rebalanced. The negative debt-to-equity (-48.5) is a spin-accounting artifact.
  • Up 53% year-over-year but no year-to-date measurement (recent listing). Volume at 49% of normal reflects the still-thin index positioning — this is a name that gets bid as passive flows discover it.

Next earnings (not yet dated in bundle) — EV-related revenue mix, capex commentary, and any specific auto-OEM customer disclosure is what breaks the coil upward; a soft North American auto print or a specific EV-program slowdown is the first real crack.

What to watch: Next earnings — EV-related revenue mix, capex commentary, auto-OEM customer disclosure; strong EV revenue plus firm OEM commentary breaks the coil, a soft North American auto print or EV slowdown is the first crack.

Read the AI verdict on $VGNT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs power distribution architectures and high-voltage electrical systems for automotive OEMs and EV charging infrastructure.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electrical Equipment & Parts sits in its cycle right now — and what that implies for $VGNT.

Electrical Equipment & Parts · Industrials

No material change from last week — AI data-center buildout and power-grid modernization sustain elevated equipment demand; Eaton switchgear and Vertiv power systems lead. Bloom Energy securities class action deadline Sep 28; NuScale fraud investigation ongoing. ETF +11.1% T12M.

What this means for $VGNT

Partial — high-voltage EV charging architecture benefits from vehicle electrification; limited data-center grid exposure; primary customers are automotive OEMs.

Industry benchmark

29-name peer basket
+35.9%YTD
+24.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
8.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
16.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
6.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
16.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
34.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
12.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-48.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$1.92$1.47+30.6%
Q1 2026May 5, 2026$1.10$1.09+0.9%
Q4 2025Mar 6, 2026$3.73$1.17+218.8%

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.2B—11.0%6.6%$1.10$-30.0M
Q4 FY25$2.3B—11.7%7.1%$3.05$191.0M
Q4 FY24$2.1B—13.3%6.5%$1.70$377.0M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.5B$9.5B – $9.5B$7.38$7.07 – $7.817
FY27$9.8B$9.7B – $9.9B$7.86$7.61 – $8.197
FY28$10.1B$10.0B – $10.3B$8.90$7.33 – $10.478
FY29$10.5B$10.4B – $10.6B$9.36$9.26 – $9.466
FY30$10.8B$10.7B – $10.9B$10.07$9.96 – $10.176

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 70.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.525-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 9Kevin P ClarkDirector74.1K sh$3.4MSellSep 8Kevin P ClarkDirector48.6K sh$2.3M
+ 28 other (26 awards · 1 inkind · 1 other) in window

See when $VGNT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsApr 63
3New insider — initial holdingsApr 63
3New insider — initial holdingsApr 63
3New insider — initial holdingsApr 63
3New insider — initial holdingsApr 63
3New insider — initial holdingsApr 63
3New insider — initial holdingsApr 63
3New insider — initial holdingsApr 63
+ 13 other (4 13Gs · 3 3s · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Versigent (NYSE:VGNT) Given Average Rating of “Moderate Buy” by Brokeragesdefenseworld.net·36d agoVersigent Has Already Run, But I Still See More Upsideseekingalpha.com·36d agoVersigent Q2 Earnings Call Highlightsmarketbeat.com·47d agoVersigent PLC (VGNT) Q2 2026 Earnings Call Transcriptseekingalpha.com·52d agoVersigent Reports Second Quarter 2026 Resultsbusinesswire.com·52d ago

In themes

Explore the broader themes this ticker is being talked about under.

The Power Grid

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Voices on X · last 7 days

No standout posts about $VGNT on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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