Adient (ADNT)
NYSEConsumer DiscretionaryAuto - PartsSnapshot 2026-11-05
$17.07-0.70%
Close 2026-11-05 · 1-day change
NYSEConsumer DiscretionaryAuto - PartsSnapshot 2026-11-05
QuarterlyIQ Insights · ADNT
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 100% of the last 1 guided quarters · 200.0% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on growing sales and revenue through new business wins, market share expansion, and innovation, especially in China and Americas regions.
Stated as a priority in 4 of last 4 quarters. Consolidated revenue grew from $3.611B in 2026-Q1 to $3.929B in 2026-Q3. Sales in China outpaced market with 18% growth vs. market decline of 2% in first half of FY26. Americas segment Adj.-EBITDA increased $13M year-over-year in Q3. The trajectory shows delivering growth aligned with management's stated priorities.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 0 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated neutral grew net income 45% of the time over the next year (vs 59% for the rest of the cohort, n=6999).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Americas Q3 Adj.-EBITDA increased $13M y-o-y to $125M... New program launches driving growth over market in core business.”
“Sales in China continue to outperform the market: up 18% vs. market down 2% in FY26 1H, reflecting key program wins with C-OEMs.”
“Adient’s solid Q1 combined with an improved vehicle production forecast for FY26 supports an increase in key FY26 financial expectations.”
“Americas is well positioned for growth... New business wins support revenue durability.”
Continue to improve profitability through margin expansion, cost management, operational efficiency, and restructuring actions.
Stated as a priority in 4 of last 4 quarters. Gross profit was $235M in 2026-Q3, down from $257M in 2026-Q2. Adjusted EBITDA margin was 5.7% in 2026-Q3, slightly below 6.0% in 2025-Q3. Net income attributable to Adient declined from $36M in 2025-Q3 to $25M in 2026-Q3. Management continues focus on margin expansion and cost management, but financials show mixed progress with some margin pressure.
“Americas Q3 Adj.-EBITDA margin 6.5%, execution discipline across launches, quality, cost management, and flexibility.”
“Operational execution delivering through volatility with sales growth and margin expansion despite temporary headwinds.”
“Adj.-EBITDA of $223M in Q1 FY26, up from $207M prior year, reflecting improved business performance.”
“Strong Q1 results expected to drive topline growth and margin expansion.”
Maintain disciplined capital allocation including share repurchases, managing debt, and investing prudently to support growth and deleveraging.
Stated as a priority in 3 of last 4 quarters. Share repurchases totaled approximately $55M year-to-date through 2026-Q3, including $25M in Q1. Net leverage ratio remained stable at 1.66 in 2026-Q2 compared to 1.63 in 2025-Q4. Management maintains disciplined capital allocation with balanced investment and shareholder returns, delivering on stated commitments.
“Leverage within target range. $55M in share repurchases YTD; upsizing of existing authorization expected.”
“Returned $25M to shareholders via share repurchases; further demonstrating our commitment to a balanced capital allocation strategy.”
“Capital Returned: $25M ~1.2M shares repurchased in Q1.”
Grow presence in China through new business wins, joint ventures, innovation commercialization, and operational excellence.
Stated as a priority in 2 of last 4 quarters. Management reported winning ~$1.1B in annual business in China in FY25 and sales in China grew 18% in first half of FY26 versus a market decline of 2%. A new strategic joint venture was established to strengthen presence. The trajectory shows progress in expanding market share and innovation in China.
“Sales in China continue to outperform the market: up 18% vs. market down 2% in FY26 1H, reflecting key program wins with C-OEMs.”
“Established a new strategic joint venture to further strengthen presence in China and won ~$1.1B in annual business in FY25.”
Expand presence in China via new joint ventures, innovative product commercialization, and strengthening OEM relationships.
Over the trailing year it converted 7.83x of net income into operating cash flow. Historically, Consumer Discretionary names rated robust grew net income 58% of the time over the next year (vs 45% for the rest of the cohort, n=3629).
Most sensitive to the broad stock market and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity (low R² over the window).
16 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Discretionary names rated volatile grew net income 55% of the time over the next year (vs 53% for the rest of the cohort, n=4931).
Not investment advice. As of 2026-11-05.