📈 Price History

Ratio Health

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— Good

— Average

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By Category

📊 Sector Averages

About

Adient plc engages in the design, development, manufacture, and market of seating systems and components for passenger cars, commercial vehicles, and light trucks in United States.

Key Ratios Snapshot

📈 Growth Pattern

⚡ Latest Quarter —

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📊 Quick Scorecard

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⭐ Superinvestors Holding ADNT

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Manager	Shares	Value	% of Fund	Period
Jim Simons Renaissance Technologies LLC	294.9K	$6.0M	0.01%	Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

🔍 Concall Decoded

🎙 Management Tone Tracker Confident Specific → Stable 4 quarters analysed

Q3 2025

Confident Specific

Management uses emphatic language like 'outstanding', 'strong', 'consistent execution', and provides specific quantitative updates (e.g., $4M tariff expense, $226M EBITDA). They proactively lead with their narrative of winning onshoring business and raising guidance.

Q4 2025

Confident Specific

Management consistently cited precise figures ($204M free cash flow, 6.1% EBITDA margin, $100M business performance) and highlighted strong execution despite headwinds, while clearly acknowledging near-term volume challenges. The tone was forward-looking with concrete growth targets for 2027.

Q1 2026

Confident Specific

Management used precise figures (e.g., $500M onshoring, $880M EBITDA guidance, $125M free cash flow) and repeatedly described operational resilience and growth execution. Phrases like 'solid start', 'raising guidance', and 'net beneficiary' reinforce a positive, data-driven tone.

Q2 2026 latest

Confident Specific

Management repeatedly used phrases like 'solid performance', 'in line with expectations', 'we continue to deliver', and 'we are raising guidance modestly', indicating a self-assured, data-backed tone. They directly addressed headwinds (tariffs, Middle East conflict, LyondellBasell) but framed them as manageable, with clear mitigation steps.

Guidance Reliability Pending · <3Q data

Investor Lens

The investment thesis is strengthened after this call. Management modestly raised full-year guidance, citing solid H1 execution, onshoring conquests, and a robust pipeline. The path to structurally higher free cash flow is clearer as temporary items (restructuring, cash taxes, interest) normalize. However, near-term headwinds ($35M input costs from Middle East and LyondellBasell) and China margin compression (100 bps) temper the upside. Key catalysts to watch next quarter: resolution of input cost pass-through negotiations, production ramp on new launches (Rivian R2, Toyota RAV4), and clarity on USMCA tariff impact. The balance between legacy ICE onshoring and next-gen EV programs supports stable earnings and cash generation, but European restructuring trajectory and China margin stabilization remain critical risk factors.

AI-generated concall tone analysis · Updated 2026-06-09 · Not investment advice

🎙 Management Tone Confident Specific → Stable 4 quarters Full tone analysis in Intelligence →

📊 MIXED Adient Q2 2026 revenue $3.9B, adj EBITDA $223M; raises FY guidance modestly

Revenue & Profitability

Q2 2026 revenue was $3.9 billion (up 7% YoY). Adjusted EBITDA was $223 million (down YoY). Adjusted net income was $41 million, or $0.52 per share. Free cash flow was $8 million in Q2 and $23 million year-to-date. FY 2026 guidance raised: revenue ~$14.8 billion, adjusted EBITDA ~$885 million, free cash flow ~$130 million. CapEx unchanged at ~$300 million, cash taxes ~$125 million.

Outlook

Management raised FY 2026 guidance modestly despite a volatile macro environment with geopolitical conflicts, elevated energy/commodity costs, and trade policy uncertainty. Onshoring momentum in the Americas and above-market growth in China (up 10% vs. declining industry) are key positives. Input cost headwinds of $35 million are expected, offset by volume and business performance. EMEA overcapacity continues, but the team is managing through restructuring and commercial actions.

Growth Drivers

Onshoring conquest wins include the Chevrolet Equinox (~200,000 incremental units) and Volkswagen South America (~180,000 units). In China, 70% of new wins are with local OEMs (e.g., XPeng, Leapmotor, Changan). Booked business for FY 2027 is ~$400 million and FY 2028 ~$630 million. The portfolio balances high-volume ICE platforms (e.g., Equinox) with next-gen EV programs (e.g., Rivian R2, Leapmotor D19).

Balance Sheet & CapEx

FY 2026 capital expenditure guidance remains unchanged at ~$300 million, supporting growth initiatives, automation, and innovation. A tuck-in acquisition of a foam production plant in Romulus, Michigan, expands the Americas foam network to 10 plants (30 globally) and strengthens vertical integration. Automation investments in foaming, metals, and trim are aimed at improving efficiency and margins.

Margins

Q2 adjusted EBITDA margin declined 70 basis points, with 60 bps from mix shift (particularly to lower-margin Chinese local OEMs and certain North American platforms). Management expects 100 bps of margin compression in China in FY 2026, but views it as manageable. Underlying business performance remains solid, and H2 is expected to see lower launch costs and accelerating efficiency gains from automation and operational excellence.

Key Risks

Management flags risks from ongoing geopolitical conflicts (Middle East), elevated energy and chemical costs, trade policy uncertainty (USMCA negotiations), and shifting consumer sentiment. Specific near-term headwinds include $25 million from Middle East conflict (chemical/freight costs) and $10 million from the LyondellBasell chemical supply disruption. Customer-driven production inefficiencies and the margin mix shift in China are also noted as manageable risks.

Generated by AI · Q2 2026 results · Not investment advice

✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter

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📞 Earnings Call Transcripts (5)

Q3 2026 Q3 2026 2026-08-05

Q3 revenue rose 5% year-over-year to $3.9 billion, with adjusted EBITDA flat at $225 million due to external cost pressures. Americas and Asia drove growth, while EMEA improved through restructuring. Fiscal 2026 revenue guidance was raised to ~$15 billion, with solid liquidity and continued focus on automation and capital discipline.

Q2 2026 Q2 2026 2026-05-06

Q2 delivered 7% YoY revenue growth, with strong Americas and Asia performance offset by temporary inefficiencies and input cost headwinds. FY 2026 guidance was raised for revenue, adjusted EBITDA, and free cash flow, supported by new business wins, innovation, and a robust balance sheet.

Q1 2026 Q1 2026 2026-02-04

Q1 delivered strong results with 4% sales growth and higher Adjusted EBITDA, driven by China and FX. Full-year guidance for revenue, EBITDA, and free cash flow was raised, supported by new business wins, onshoring, and innovation.

Q4 2025 Q4 2025 2025-11-05

Delivered strong Q4 and full-year results with $204M free cash flow and 6.1% EBITDA margin, despite volume and tariff headwinds. 2026 outlook anticipates revenue and margin pressure in North America and Europe, offset by growth in China, with continued investment in innovation and automation.

Q3 2025 Q3 2025 2025-08-06

Q3 saw strong adjusted EBITDA growth, margin expansion, and robust free cash flow, driven by operational improvements and new business wins from U.S. onshoring and global OEMs. Fiscal 2025 guidance was raised, with continued focus on mitigating tariff impacts and executing restructuring in Europe.

📊 Analysis Methodology

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