ADNT
Adient plc

Adient plcADNT

Consumer Cyclical · Auto Parts
16.30USD
-4.51%
Nov 08, 2026
ADNT overview ready
Global supplier of automotive seating systems to vehicle manufacturers
Global designer, engineer, manufacturer and assembler of complete automotive seating systems and seating components for major OEMs.
Primary theme is lagging
Auto Parts is lagging (-5.0pp vs SPY over 21 sessions; 1 of 5 members ahead of SPY).
Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
Fair valuation
The price broadly reflects the cash the business actually produces, with upside and risk reasonably balanced.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Automotive industry cyclicality impacting demand.
Market Nov 6Filing Jun 30Price action Nov 7Research Aug 9

Conviction Level

PriceAction3.4BusinessPerformance5.0BusinessQuality5.6Valuation3.5ThemeMomentum1.0Mixed — Revenue is growing at a steady pace (+5.0% year over year). Diluted EPS fell 26% year over year to $0.32. — From filed financial statements. Describes the recent trajectory of the business, not the stock. 20 of the 100 Conviction points.

Conviction uses Price Action, Business Performance, Business Quality, Valuation. Theme Momentum is research context, not an input.

Theme momentumPrimary theme · group context, not entry timing
Auto PartsLagging
vs SPY
−5.0pp
Theme return
−10.0%
Beating SPY
1 of 5
21 sessions to Nov 6, 2026 · Theme Leadership V2
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
EntryWeak / unconfirmed recovery

The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.

Key Financials

Market Cap
$1.3B
Avg Volume (60D)
1.1M
60 sessions
Revenue Growth YoY
-1.0%
FY2025 vs FY2024
Gross Margin
+6.3%
Trailing twelve months
Operating Margin
+2.5%
Trailing twelve months
Free Cash Flow Yield
+23.5%
Distance from 200DMA
-20.2%
Next Earnings
2027-02-03
P/E
26.2x
EV / Sales
0.2x
Market metrics as of Nov 6, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Business Performance

Mixed

Revenue is growing at a steady pace (+5.0% year over year). Diluted EPS fell 26% year over year to $0.32.

Latest reported: Q3 FY2026, ended Jun 30
Revenue growthGrowing
+5.0%
$3.93B in Q3 FY2026 · YoY
YoY growth, last 4 quarters
  1. +3.5%
  2. +4.3%
  3. +7.0%
  4. +5.0%
Earnings growthDeclining
-26%
Diluted EPS $0.32 vs $0.43 a year earlier · GAAP
Diluted EPS YoY (GAAP), last 4 quarters
  1. -76%
  2. n/a
  3. n/a
  4. -26%
Gross marginStable
6.0%
-0.4 pp YoY

Business Quality

5.6 / 10

How well the business earns on its assets, converts earnings to cash and funds itself — read from its SEC filings.

Fundamentals & Valuation

All three valuation perspectives agree this company is cheap. The published stance is held at fair because net debt above 60% of market capitalisation — refinancing risk may explain the price.
Adient plc has a Fair valuation stance because the price broadly reflects the cash the business actually produces, with upside and risk reasonably balanced.

Company Research

Thesis
Global designer, engineer, manufacturer and assembler of complete automotive seating systems and seating components for major OEMs. Its offerings span seat structures and mechanisms, foam, trim, head restraints, armrests, safety-integrated seating and comfort features.
Key risk
Automotive industry cyclicality impacting demand.

Economic classification

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Business & Markets

Consumer Cyclical · Auto Parts
What they do

Adient plc designs, engineers, manufactures, and assembles complete automotive seating systems and components for passenger cars, commercial vehicles, and light trucks globally.

How it earns

The company generates revenue primarily through transactional sales of automotive seating products to original equipment manufacturers (OEMs).

Products & services
Complete seating systems
Seat mechanisms
Seat frames
Seat foams
Head restraints
Armrests
Trim covers
Customers & end markets
Automotive original equipment manufacturers (OEMs)
Passenger car manufacturers
Commercial vehicle manufacturers
Market position

Adient is a global leader in automotive seating supply with a broad product portfolio serving major OEMs.

Demand drivers
High cyclicality

Revenue is closely tied to automotive production cycles and OEM sourcing decisions, which are cyclical in nature.