Adient plc

NYSE:ADNT 株式レポート

時価総額:US$1.5b

Adient マネジメント

マネジメント 基準チェック /34

Adientの CEO はJerome Dorlackで、 Jan2024年に任命され、 の在任期間は 2.33年です。 の年間総報酬は$ 13.11Mで、 5.1%給与と94.9%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.31%を直接所有しており、その価値は$ 4.78M 。経営陣と取締役会の平均在任期間はそれぞれ3.4年と9年です。

主要情報

Jerome Dorlack

最高経営責任者

US$13.1m

報酬総額

CEO給与比率5.07%
CEO在任期間2.3yrs
CEOの所有権0.3%
経営陣の平均在職期間3.4yrs
取締役会の平均在任期間9yrs

経営陣の近況

Recent updates

分析記事 May 14

Shareholders Will Be Pleased With The Quality of Adient's (NYSE:ADNT) Earnings

Adient plc ( NYSE:ADNT ) recently posted some strong earnings, and the market responded positively. We have done some...
Seeking Alpha May 07

Adient: Bullish On The 'Beat And Raise'

Summary I retain a 'buy' rating for Adient plc following my assessment of its performance and prospects. ADNT's revenue growth acceleration and 18% EPS beat for 2Q FY2026 were driven by Chinese OEM penetration and good cost control. Its updated FY2026 guidance already suggests a likely improvement over FY25. Further upside is possible, assuming that the new products deliver the desired synergies. Read the full article on Seeking Alpha
ナラティブの更新 May 02

ADNT: 2026 Execution On Turnaround And Seating Wins Will Drive Upside

Analysts have slightly reduced the Adient fair value estimate to $30.63. This change reflects recent adjustments in several Street price targets, with views remaining mixed as some firms have lowered targets while others have turned more positive on the stock.
ナラティブの更新 Apr 18

ADNT: 2026 Guidance And Turnaround Execution Will Drive Upside Potential

Analysts have adjusted the Adient fair value estimate from $25.05 to about $30.92. This reflects revised assumptions for the discount rate, revenue growth, profit margin and future P/E after a mix of recent price target hikes and trims across the Street.
ナラティブの更新 Apr 03

ADNT: Turnaround Execution And European Exposure Will Shape Fairly Valued Outlook

Analysts have adjusted their Adient price targets to around $22 as they factor in slightly different expectations for revenue growth, profit margins and future P/E. This reflects a mix of more cautious and more constructive views across recent research.
ナラティブの更新 Mar 19

ADNT: Turnaround Efforts And European Exposure Will Shape Future Seat Margins

Analysts have kept Adient's fair value estimate steady at $22.00, while acknowledging a slightly higher discount rate and modest tweaks to growth, margin, and future P/E assumptions. This reflects a mix of renewed caution on European exposure and continued interest in the turnaround story highlighted by recent price target changes across the Street.
ナラティブの更新 Mar 05

ADNT: Mixed Turnaround Efforts And European Exposure Will Shape Future Returns

The analyst price target for Adient remains at $22, as analysts weigh cautious views on European exposure and profitability headwinds against a series of recent price target increases and upgrades that reflect mixed sentiment on the company’s turnaround efforts. Analyst Commentary Recent research highlights a split view on Adient, with some firms pointing to a potential turnaround and others staying cautious.
ナラティブの更新 Feb 19

ADNT: Elevated P E Assumptions Will Likely Strain Turnaround Execution

Adient's analyst fair value estimate has increased from $17.00 to $22.00, with analysts citing a series of recent price target increases and upgrades across major firms that reflect updated views on revenue growth, profit margin potential, and future P/E assumptions. Analyst Commentary Recent Street research on Adient has centered on refreshed targets and ratings that reflect updated views on revenue potential, profitability, and P/E assumptions.
ナラティブの更新 Feb 05

ADNT: China JV And 2026 Guidance Will Shape Balanced Risk Reward

Our Adient fair value estimate edges up by $0.30 to $25.05 as analysts factor in recent price target increases, a lower discount rate, updated revenue and margin assumptions, and a reduced future P/E multiple. Analyst Commentary Recent Street research reflects a mix of optimism and caution around Adient, with several price target adjustments and one rating change feeding into the modest move in our fair value estimate.
ナラティブの更新 Jan 21

ADNT: China JV And 2026 Outlook Will Shape Future Share Performance

Analysts have lifted their price target on Adient to US$24.75 from US$22.95, citing updated assumptions for revenue growth, profit margins and future P/E multiples following recent research that includes a UBS upgrade and mixed target changes from Wells Fargo, Citi and JPMorgan. Analyst Commentary Recent Street research on Adient shows a split view, with some analysts turning more optimistic while others are paring back expectations and targets.
分析記事 Jan 15

Adient plc (NYSE:ADNT) Shares Fly 26% But Investors Aren't Buying For Growth

Adient plc ( NYSE:ADNT ) shareholders would be excited to see that the share price has had a great month, posting a 26...
ナラティブの更新 Jan 07

ADNT: Post 2026 China JV And Margin Discipline Will Drive Upside

Analysts have trimmed their price targets on Adient to a US$22.50 to US$27 range, reflecting more cautious views on the fiscal 2026 outlook and a preference for auto makers over suppliers, even as modest tweaks to revenue growth, profit margin and future P/E assumptions leave fair value estimates broadly unchanged at US$28.00. Analyst Commentary Recent Street research on Adient points to a more mixed setup, with trimmed price targets sitting in a US$22.50 to US$27 range and Neutral or Equal Weight ratings still the norm.
ナラティブの更新 Dec 15

ADNT Will Benefit From Post 2026 China Expansion And Margin Upside

Adient's updated analyst price target has been cut significantly from approximately $51 to $28 per share, as analysts weigh a softer medium term outlook and pressured margins against modestly better long term growth prospects and selective Buy rated views tied to post 2026 expansion. Analyst Commentary Recent Street commentary reflects a mixed but gradually improving tone on Adient, with near term estimate cuts offset by selective upside scenarios tied to execution on cost control and growth initiatives.
ナラティブの更新 Dec 01

ADNT: Margin Gains And China Expansion Will Drive Share Price Higher

Adient's analyst price target has been reduced from approximately $23.41 to $22.95, as analysts cite a softer fiscal 2026 outlook and modest growth expectations for the company. Analyst Commentary Recent analyst updates on Adient highlight a mix of constructive outlooks and ongoing concerns regarding the company's near- and long-term prospects.
ナラティブの更新 Nov 17

ADNT: Expansion In China And Margin Initiatives Will Drive Long-Term Upside

Adient's fair value estimate has been reduced from approximately $29.04 to $23.41, as analysts cite a softer outlook for fiscal 2026, lower projected revenue growth and profit margins, and an increase in the discount rate that has led to price target adjustments. Analyst Commentary Recent analyst reports on Adient reflect a mix of optimism about the company’s long-term potential and caution regarding near-term challenges.
ナラティブの更新 Nov 01

ADNT: Future Margin Expansion Will Drive Upside Amid China Growth Plans

Adient’s analyst fair value estimate increased modestly by $0.50 to $29.04 per share. Analysts anticipate gradual improvements in revenue growth and potential margin expansion, supported by sectors insights and recent coverage initiations.
ナラティブの更新 Oct 18

Accelerating EV Electrification Will Unlock Future Opportunities

Adient's analyst price target has increased modestly, rising by $0.33 to $28.54. Analysts point to potential revenue acceleration, margin expansion, and consistent industry outperformance as factors supporting the new valuation.
ナラティブの更新 Oct 03

Accelerating EV Electrification Will Unlock Future Opportunities

Adient’s analyst price target has increased from $26.91 to $28.21. This reflects improved expectations for revenue growth and margin expansion, as analysts highlight ongoing cost progress, stronger contract terms, and potential benefits from geographic market shifts and restructuring efforts.
分析記事 Sep 04

Does Adient (NYSE:ADNT) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
ナラティブの更新 Aug 08

Accelerating EV Electrification Will Unlock Future Opportunities

The price target for Adient has been raised to $26.10, reflecting improved revenue growth forecasts and a lower forward P/E multiple. What's in the News Adient launched an innovative mechanical massage seat system, first featured in GAC-Trumpchi's new PHEV M8, offering industry-first comfort and safety features.
分析記事 Aug 05

When Should You Buy Adient plc (NYSE:ADNT)?

NYSE:ADNT 1 Year Share Price vs Fair Value Explore Adient's Fair Values from the Community and select yours While...
分析記事 Jul 21

A Look At The Fair Value Of Adient plc (NYSE:ADNT)

Key Insights Adient's estimated fair value is US$20.28 based on 2 Stage Free Cash Flow to Equity Current share price of...
分析記事 Jun 20

Adient plc's (NYSE:ADNT) Share Price Boosted 27% But Its Business Prospects Need A Lift Too

Adient plc ( NYSE:ADNT ) shares have continued their recent momentum with a 27% gain in the last month alone...
分析記事 Apr 23

These 4 Measures Indicate That Adient (NYSE:ADNT) Is Using Debt Extensively

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Feb 01

Adient: Encouraging Near-Term Trends But Elevated Risk Remains

Summary Adient's ultra-low gross margin and high costs remain concerning despite recent share price gains and positive Q1 earnings, warranting a cautious investment stance. The company's financials are under pressure due to low production volumes and potential impacts from upcoming US tariffs and major restructuring needs in EMEA. Negative GAAP earnings and declining book value, despite stock buybacks, highlight challenges in managing working capital and sustaining cash flow. Extensive goodwill and debt on the balance sheet obscure the company's valuation, making it crucial to monitor these metrics closely. Read the full article on Seeking Alpha
分析記事 Jan 23

Returns Are Gaining Momentum At Adient (NYSE:ADNT)

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
分析記事 Dec 28

Insufficient Growth At Adient plc (NYSE:ADNT) Hampers Share Price

With a price-to-sales (or "P/S") ratio of 0.1x Adient plc ( NYSE:ADNT ) may be sending bullish signals at the moment...
分析記事 Dec 04

Adient (NYSE:ADNT) Has A Somewhat Strained Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Nov 12

Adient: Aggressive Deleveraging Needed To Minimize Impairment Charges

Summary Adient's stock has dropped over 40% due to poor earnings and a revised revenue target, raising concerns about its profitability amidst low gross margins. The company's gross margin of 6.32% makes it vulnerable to cost increases, necessitating restructuring and faster capital turnover to maintain profitability. Despite a low valuation, Adient's GAAP earnings and high trailing GAAP multiple indicate deeper profitability issues compared to sector averages. The Chinese market in the APAC segment is outperforming, but underperformance in AMER and EMEA regions continues to hinder overall profitability. Read the full article on Seeking Alpha
分析記事 Oct 09

Returns On Capital Are Showing Encouraging Signs At Adient (NYSE:ADNT)

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
分析記事 Sep 19

Adient plc's (NYSE:ADNT) Popularity With Investors Is Clear

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
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新しいナラティブ Sep 12

Elevating Margins And Expanding In High-Growth Markets Fuels Optimism

Adient's streamlining and automation efforts point to potential cost reductions and net margin improvements through enhanced operational efficiencies.
分析記事 Aug 14

We Think You Can Look Beyond Adient's (NYSE:ADNT) Lackluster Earnings

Adient plc's ( NYSE:ADNT ) earnings announcement last week didn't impress shareholders. Despite the soft profit...
分析記事 Aug 09

Earnings Miss: Adient plc Missed EPS And Analysts Are Revising Their Forecasts

It's been a mediocre week for Adient plc ( NYSE:ADNT ) shareholders, with the stock dropping 15% to US$21.28 in the...
分析記事 Aug 04

These 4 Measures Indicate That Adient (NYSE:ADNT) Is Using Debt Extensively

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Jun 27

Adient (NYSE:ADNT) Shareholders Will Want The ROCE Trajectory To Continue

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 Jun 12

Lacklustre Performance Is Driving Adient plc's (NYSE:ADNT) Low P/S

When you see that almost half of the companies in the Auto Components industry in the United States have price-to-sales...
分析記事 May 26

Are Investors Undervaluing Adient plc (NYSE:ADNT) By 36%?

Key Insights Adient's estimated fair value is US$42.62 based on 2 Stage Free Cash Flow to Equity Adient is estimated to...
Seeking Alpha May 22

Adient: Consider Financial Prospects And Buyback Yield

Summary Adient's full-year fiscal 2024 guidance is disappointing, taking into account the expected decline in revenue and EBITDA for the current year. ADNT has the intention to carry on buying back its own shares, and I estimate that the stock could potentially offer a high-single digit percentage buyback yield. A Hold rating for Adient is maintained, after taking into account its financial outlook and shareholder capital return. Read the full article on Seeking Alpha
分析記事 Apr 07

Here's Why Adient (NYSE:ADNT) Has A Meaningful Debt Burden

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 Mar 20

Adient (NYSE:ADNT) Shareholders Will Want The ROCE Trajectory To Continue

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
分析記事 Feb 12

Adient plc's (NYSE:ADNT) Shares Lagging The Industry But So Is The Business

When close to half the companies operating in the Auto Components industry in the United States have price-to-sales...
分析記事 Jan 07

Here's Why Adient (NYSE:ADNT) Has A Meaningful Debt Burden

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

CEO報酬分析

Adient の収益と比較して、Jerome Dorlack の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$59m

Dec 31 2025n/an/a

-US$303m

Sep 30 2025US$13mUS$665k

-US$281m

Jun 30 2025n/an/a

-US$220m

Mar 31 2025n/an/a

-US$267m

Dec 31 2024n/an/a

-US$2m

Sep 30 2024US$9mUS$662k

US$18m

Jun 30 2024n/an/a

US$74m

Mar 31 2024n/an/a

US$158m

Dec 31 2023n/an/a

US$213m

Sep 30 2023US$4mUS$628k

US$205m

Jun 30 2023n/an/a

US$115m

Mar 31 2023n/an/a

US$12m

Dec 31 2022n/an/a

-US$54m

Sep 30 2022US$3mUS$476k

-US$120m

Jun 30 2022n/an/a

US$795m

Mar 31 2022n/an/a

US$754m

Dec 31 2021n/an/a

US$904m

Sep 30 2021US$3mUS$420k

US$1b

Jun 30 2021n/an/a

US$112m

Mar 31 2021n/an/a

-US$142m

Dec 31 2020n/an/a

-US$230m

Sep 30 2020US$4mUS$480k

-US$547m

Jun 30 2020n/an/a

-US$515m

Mar 31 2020n/an/a

-US$511m

Dec 31 2019n/an/a

-US$641m

Sep 30 2019US$3mUS$523k

-US$491m

報酬と市場: Jeromeの 総報酬 ($USD 13.11M ) は、 US市場 ($USD 5.53M ) の同規模の企業の平均を上回っています。

報酬と収益: Jeromeの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Jerome Dorlack (44 yo)

2.3yrs
在職期間
US$13,114,394
報酬

Mr. Jerome J. Dorlack has been President, Chief Executive Officer and Director of Adient plc since January 1, 2024. He served as Executive Vice President at Adient plc since 2019 until January 1, 2024 and...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Jerome Dorlack
President2.3yrsUS$13.11m0.31%
$ 4.8m
Mark Oswald
Executive VP & CFO2.3yrsUS$3.62m0.17%
$ 2.6m
Heather Tiltmann
Executive VP5.9yrsUS$3.20m0.082%
$ 1.3m
James Huang
Executive Vice President of APAC7.3yrsUS$5.22mデータなし
James Conklin
Executive Vice President - Americas3.4yrsUS$3.14m0.025%
$ 386.2k
Gregory Smith
Senior VP & Chief Accounting Officer6.6yrsデータなし0.023%
$ 352.6k
Stephanie Marianos
Executive VP of Global IT & Business Services and Sustainability3.3yrsデータなし0.094%
$ 1.4m
David Herberg
Executive Vice President of EMEAno dataデータなしデータなし
3.4yrs
平均在職期間
56yo
平均年齢

経験豊富な経営陣: ADNTの経営陣は 経験豊富 であると考えられます ( 3.4年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Jerome Dorlack
President2.3yrsUS$13.11m0.31%
$ 4.8m
Richard Goodman
Independent Director9.6yrsUS$310.00k0.075%
$ 1.2m
Barbara Samardzich
Independent Director9.6yrsUS$310.00k0.075%
$ 1.2m
Frederick Henderson
Independent Chairman of the Board9.6yrsUS$460.00k0.13%
$ 2.1m
Peter Carlin
Independent Director8.3yrsUS$290.00k0.060%
$ 918.2k
Jose Gutierrez
Independent Director7.2yrsUS$305.00k0.071%
$ 1.1m
Julie Bushman
Independent Director9.6yrsUS$290.00k0.076%
$ 1.2m
Jodi Eddy
Independent Director2.7yrsUS$290.00k0.031%
$ 482.9k
9.0yrs
平均在職期間
63.5yo
平均年齢

経験豊富なボード: ADNTの 取締役会経験豊富 であると考えられます ( 9年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/20 10:00
終値2026/05/20 00:00
収益2026/03/31
年間収益2025/09/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Adient plc 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29

アナリスト機関
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