Adient (ADNT)
NYSEConsumer DiscretionaryAuto - PartsSnapshot 2026-09-04
$20.01+2.25%
Close 2026-09-04 · 1-day change
NYSEConsumer DiscretionaryAuto - PartsSnapshot 2026-09-04
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 revenue through new business wins, market share expansion, and program launches, especially in Americas and China regions.
Stated as a priority in 4 of last 4 quarters. Consolidated revenue grew from $3.49B in 2025-Q4 to $3.93B in 2026-Q3. Sales in China outpaced market by 18% vs. market decline of 2% in first half of FY26. Management’s focus on growth through new business wins and program launches is delivering positive revenue trajectory.
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=6943).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“New program launches driving growth over market in core business”
“Sales in China significantly outpaced industry production in the region”
“Adient’s solid Q1 combined with improved vehicle production forecast supports increase in key FY26 financial expectations”
“Americas is well positioned for growth with booked business delivering results FY27 and FY28”
Improve profitability through margin expansion, cost management, and operational efficiency across segments.
Stated as a priority in 4 of last 4 quarters. Adjusted EBITDA remained stable at $225M in 2026-Q3 versus $226M in 2025-Q3; gross profit also stable near $235M. Americas segment Adj.-EBITDA increased $13M y-o-y in Q3. Management’s focus on margin expansion and cost discipline shows stable profitability with some improvement in Americas.
“Americas Q3 Adj.-EBITDA increased $13M y-o-y to $125M”
“Adjusted EBITDA was $225M, slightly below prior year’s $226M”
“Adj.-EBITDA of $223M compared to $233M prior year”
“Adjusted EBITDA of $196M with focus on margin expansion”
Maintain balance sheet discipline while returning capital to shareholders through share repurchases and controlling capital expenditures.
Stated as a priority in 3 of last 4 quarters. Capital expenditures ranged from $73M in 2026-Q1 to $67M in 2026-Q3, reflecting disciplined investment. Share repurchases of $30M occurred in 2026-Q3, with $25M returned YTD. Management maintains balanced capital allocation with controlled capex and shareholder returns, delivering on stated commitments.
“Share repurchases of $30M in Q3, continuing balanced capital allocation”
“Returned $25M to shareholders via share repurchases; balanced capital allocation”
“Capital expenditures of $73M with disciplined investment approach”
Grow market share in China through new business wins, joint ventures, and commercialization of innovative seating solutions.
Stated as a priority in 2 of last 4 quarters. Management reported $1.1B in new annual business wins in China in FY25 and sales growth of 18% in FY26 1H versus market decline of 2%. A new strategic JV was established in December 2025 to strengthen presence. Innovation commercialization includes 30+ products since FY25. The trajectory shows progress in expanding market share and innovation in China.
“Won ~$1.1B in annual business in FY25 and established new strategic JV in China”
“130 programs developed and 30+ innovative products commercialized in China since FY25”
Expand presence in China via new joint ventures, innovative product commercialization, and strengthening OEM relationships.
Over the trailing year it converted 3.32x 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=3652).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to real (inflation-adjusted) rates, the US dollar, long-term interest rates, Fed net liquidity (low R² over the window).
13 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Discretionary names rated neutral grew net income 48% of the time over the next year (vs 53% for the rest of the cohort, n=2538).
Not investment advice. As of 2026-09-04.