View Financial HealthAdient 배당 및 자사주 매입배당 기준 점검 0/6Adient 현재 배당금을 지급하지 않습니다.핵심 정보0%배당 수익률7.0%자사주 매입 수익률총 주주 수익률7.0%미래 배당 수익률0%배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향0%최근 배당 및 자사주 매입 업데이트업데이트 없음모든 업데이트 보기Recent updates속보 • Jun 01Adient Secures US$1.1b in China Bookings With Growing Focus on Local Auto BrandsAdient reported approximately US$1.1b in annual business wins in FY 2025 for its China operations. Around 70% of these new bookings came from Chinese original equipment manufacturers, indicating a shift in the customer mix toward local brands. The company also added four new auto brands to its China customer base since last year’s J.P. Morgan Summit. The tilt toward Chinese auto manufacturers suggests Adient is increasing its exposure to local demand patterns and competitive dynamics in China’s auto market. Investors may want to watch how this changing customer mix affects pricing, margins, and contract stability over time, especially given the concentration of wins with C-OEMs.내러티브 업데이트 • May 28ADNT: Post 2026 China JV And Margin Discipline Will Support Upside RepricingAdient's updated fair value estimate has moved from $28.00 to about $55.28 as analysts factor in recent price target changes and mixed research commentary across major banks. Analyst Commentary Recent research on Adient has been active, with a series of price target revisions and rating changes that point to a more constructive tone from several bullish analysts, even as others remain cautious.Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$22.77, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Auto Components industry in the US. Total loss to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$35.66 per share.분석 기사 • May 14Shareholders Will Be Pleased With The Quality of Adient's (NYSE:ADNT) EarningsAdient plc ( NYSE:ADNT ) recently posted some strong earnings, and the market responded positively. We have done some...New Risk • May 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.4x net interest cover). Minor Risk Large one-off items impacting financial results.Seeking Alpha • May 07Adient: 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 AlphaReported Earnings • May 06Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$0.34 (up from US$3.99 loss in 2Q 2025). Revenue: US$3.87b (up 7.0% from 2Q 2025). Net income: US$27.0m (up US$362.0m from 2Q 2025). Profit margin: 0.7% (up from net loss in 2Q 2025). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 6.5%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Auto Components industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.내러티브 업데이트 • May 02ADNT: 2026 Execution On Turnaround And Seating Wins Will Drive UpsideAnalysts 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.공시 • Apr 25Adient Introduces Proforce Massage Flow SolutionAdient advanced its mechanical massage portfolio with the commercialization of the ProForce Massage Flow solution. Building on the successful launch of the ProForce platform last year, the new solution delivers expanded massage coverage, modular integration, and mass-production-validated technologies. It is scheduled for production on two Chinese OEM models. The Flow version features newly developed moving modules that significantly expand massage coverage to reach key fatigue-prone lower-back muscle groups. Multiple massage techniques, including kneading, tapping and rolling, can be applied individually or in combination, enabling a more dynamic and customizable massage experience. The new solution adopts a platform-based, modular design that delivers clear benefits for automakers: A flexible spring-mounted structure enables easy integration across different seat frame platforms. The solution supports both front and rear seats, including seats with integrated ABS, helping OEMs shorten development cycles. Available in two-head and four-head modules, the solution supports flexible spec configurations based on vehicle positioning. Multiple massage variants can be deployed on the same platform, improving development efficiency. The Flow solution inherits core technologies from the Focus solution that have been validated in multiple mass-production vehicles: ProForce Massage delivers significantly higher force than pneumatic systems, providing more effective fatigue relief. A multi-stage collapsible mechanism allows the massage heads to retract in the event of a collision and automatically reset afterward. Designed for seamless integration with lumbar support, ventilation and heating functions. Wear-resistant upholstery materials validated in mass production ensure long-term reliability. Adient's proprietary Magic Trim assembly maintains a smooth, premium surface over time, while meeting automotive durability standards. The ProForce Massage Flow solution further expands Adient's seating comfort portfolio with a more dynamic and versatile massage experience, which reflects how Adient is leveraging innovation to drive premium content, strengthen customer relationships, and support sustainable growth over time.내러티브 업데이트 • Apr 18ADNT: 2026 Guidance And Turnaround Execution Will Drive Upside PotentialAnalysts 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.공시 • Apr 11Adient Launches Stepjoy Foot Massage InnovationAdient, a global leader in automotive seating, is expanding its massage offerings with the launch of StepJoy, its latest foot massage innovation. First introduced globally on automaker NIO's ES9 model, StepJoy brings an automotive-grade foot massage solution into mass production, delivering deep foot relaxation inside the vehicle cabin. StepJoy adopts a cam-based mechanism to provide a foot-sole massage experience across the occupant's forefoot and arch. The system integrates two synchronized cam modules to achieve a balance between strong massage performance, compact packaging and cost efficiency. The slim and highly integrated design fits easily into a vehicle's seating layout. When not in use, StepJoy stows into the seatback to save space; in the deployed position, it can also function as a footrest. A heating feature can be added based on OEM requirements, further elevating the end-user's comfort experience. To ensure long-term durability and a premium feel, StepJoy incorporates Adient's Magic Trim seat cover assembly, a proprietary solution already validated in mass production. Using high-stretch materials, Magic Trim maintains a smooth and premium surface over time while meeting automotive durability standards. With StepJoy, Adient extends its seating comfort portfolio beyond the back and lumbar regions to address foot fatigue, enabling automakers to further differentiate their cabin experience and deliver a more relaxing journey for passengers.내러티브 업데이트 • Apr 03ADNT: Turnaround Execution And European Exposure Will Shape Fairly Valued OutlookAnalysts 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.내러티브 업데이트 • Mar 19ADNT: Turnaround Efforts And European Exposure Will Shape Future Seat MarginsAnalysts 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.내러티브 업데이트 • Mar 05ADNT: Mixed Turnaround Efforts And European Exposure Will Shape Future ReturnsThe 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.공시 • Feb 24Adient plc Announces New Sculpted Soft Trim Breakthrough ProductAdient plc announced its latest breakthrough innovation, Sculpted Soft Trim. This unique product offers fresh aesthetics and new design opportunities for vehicle seats. Sculpted Soft Trim is a soft, breathable, formed trim solution that can be used to create large trim panels or smaller, simpler parts like rear seat child seat anchor trim covers, armrests, headrests or other intricate parts. It utilizes an automated process to form these parts, reducing the amount of sewing required compared to today's trim covers. Sculpted Soft TrIM offers advantages in areas of complex sewing and concave surfaces, reducing trim patterns and sewing labor while improving challenging craftsmanship executions. Details can be added to seat trim through that were previously not achievable with traditional seat trim methods, offering new levels of design freedom. Among the many benefits and uses of Sculpted Soft Trim: Enables easy execution across a wide range of fabric and vinyl materials; Complex 3-dimensional shape and concavity is achievable, without washing out grain detail; Detailed parts such as belts or child seat anchor pockets can be replaced with the trim to reduce sew labor and improve craftsmanship, with consistent results; Embossed/debossed textural patterns can be added easily in the same tool and process and, additionally, graphics and badging can be easily created for customization or to differentiate between brands; Dissimilar materials can be pre-sewn and formed, offering a wide variety of trim options.내러티브 업데이트 • Feb 19ADNT: Elevated P E Assumptions Will Likely Strain Turnaround ExecutionAdient'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.Price Target Changed • Feb 05Price target increased by 23% to US$30.05Up from US$24.45, the current price target is an average from 11 analysts. New target price is 19% above last closing price of US$25.21. Stock is up 52% over the past year. The company is forecast to post earnings per share of US$0.41 next year compared to a net loss per share of US$3.39 last year.내러티브 업데이트 • Feb 05ADNT: China JV And 2026 Guidance Will Shape Balanced Risk RewardOur 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.Reported Earnings • Feb 04First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$0.28 loss per share. Revenue: US$3.64b (up 4.3% from 1Q 2025). Net loss: US$22.0m (flat on 1Q 2025). Revenue exceeded analyst estimates by 4.8%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Auto Components industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.공시 • Feb 04Adient plc Raises Earnings Guidance for the Fiscal Year 2026Adient plc raised earnings guidance for the fiscal year 2026. For the year, the company raised its fiscal year 2026 guidance for revenue of $14.6 billion underpinned by an improved vehicle production outlook and the company's expectation of continued positive business performance.공시 • Jan 22+ 1 more updateAdient plc, Annual General Meeting, Mar 10, 2026Adient plc, Annual General Meeting, Mar 10, 2026. Location: clayton hotel dublin airport central, dublin Ireland내러티브 업데이트 • Jan 21ADNT: China JV And 2026 Outlook Will Shape Future Share PerformanceAnalysts 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.분석 기사 • Jan 15Adient plc (NYSE:ADNT) Shares Fly 26% But Investors Aren't Buying For GrowthAdient plc ( NYSE:ADNT ) shareholders would be excited to see that the share price has had a great month, posting a 26...공시 • Jan 13Adient plc to Report Q1, 2026 Results on Feb 04, 2026Adient plc announced that they will report Q1, 2026 results on Feb 04, 2026내러티브 업데이트 • Jan 07ADNT: Post 2026 China JV And Margin Discipline Will Drive UpsideAnalysts 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.내러티브 업데이트 • Dec 15ADNT Will Benefit From Post 2026 China Expansion And Margin UpsideAdient'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.내러티브 업데이트 • Dec 01ADNT: Margin Gains And China Expansion Will Drive Share Price HigherAdient'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.내러티브 업데이트 • Nov 17ADNT: Expansion In China And Margin Initiatives Will Drive Long-Term UpsideAdient'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.Price Target Changed • Nov 09Price target decreased by 7.0% to US$27.00Down from US$29.04, the current price target is an average from 12 analysts. New target price is 38% above last closing price of US$19.62. Stock is down 3.4% over the past year. The company is forecast to post earnings per share of US$2.03 next year compared to a net loss per share of US$3.39 last year.Reported Earnings • Nov 06Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$3.39 loss per share (down from US$0.20 profit in FY 2024). Revenue: US$14.5b (down 1.0% from FY 2024). Net loss: US$281.0m (down US$299.0m from profit in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Auto Components industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.내러티브 업데이트 • Nov 01ADNT: Future Margin Expansion Will Drive Upside Amid China Growth PlansAdient’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.내러티브 업데이트 • Oct 18Accelerating EV Electrification Will Unlock Future OpportunitiesAdient'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.공시 • Oct 13Adient and Autoliv Unveil Breakthrough in Dynamic Seat Safety SolutionsAdient and Autoliv have co-developed innovative safety solutions that significantly enhance occupant protection in deeply reclined seating positions - commonly referred to as zero-gravity. These solutions, now ready for mass production, combine Adient's new seating concept, Z-Guard, with Autoliv's advanced safety technologies. As electrification and smart technologies continue to reshape the automotive industry, zero-gravity seating is gaining popularity in mid- to high-end vehicle models due to its ergonomic benefits. However, the deeply reclined posture can compromise the effectiveness of conventional safety systems, which are typically designed for standard upright seating, potentially leading to safety risks. To address this challenge, Adient and Autoliv have jointly developed a safety solution that represents a major advancement in occupant protection in deeply reclined seats positions. Multi-Dimensional Collaborative Protection: Full-Process Dynamic Safety System. Adient's Z-Guard is built around the principle of Multi-Dimensional Collaborative protection, integrating advanced constraint and energy-absorbing technologies into a dynamic safety system designed to protect occupants in the event of a collision. At its core are two key innovations: Active Cushion Collapse Mechanism: In a crash, this feature rapidly collapses the seat frame to absorb energy and adjust posture, thereby reducing spinal impact and providing protection to vital body regions. Adjustable Seat Belt Outlet: This feature adapts to various passenger postures and body types, enhancing comfort while maximizing precise restraint and minimizing risks like shoulder slippage. Complementing these innovations are additional technologies from Autoliv: the Integrated Seatbelt System for improved stability, Dynamic Lumbar Retractor for controlled restraint force, Pelvic Cushion Airbag to reduce pelvic impact, and Head Side Airbag for enhanced side collision protection in reclined positions. Together, these systems help safeguard critical areas - head, neck, chest, and pelvis - delivering truly dynamic, full-process occupant protection. Proactive Predictive Protection: Building an Intelligent Safety Shelter: The Z-Guard concept enables deep integration with vehicle driver assistance systems, tailored to OEM requirements and real-world scenarios. Leveraging predictive signals, it utilizes high-speed, motor-driven seat repositioning to adjust the occupant's posture before a collision to reduce the risk of injury. In cases where a vehicle cannot detect a crash in time or lacks active repositioning capabilities, Z-Guard still provides robust protection through dual pretensioners, cushion buffering and a collapse mechanism. These systems work in concert to prevent forward movement and submarinesining, enhancing reliable safety even in zero-gravity seating positions. toward Mass Production: Reshaping Industry Standards Together The new seating concept is designed to meet the evolving demands of cockpit electronic architecture in the era of software-defined vehicles, seamlessly integrating safety features into the smart cockpit environment. With Adient leading the commercialization, Z-Guard is now scheduled for production in a high-volume model from a major global OEM - marking a significant milestone in bringing advanced occupant protection to market.내러티브 업데이트 • Oct 03Accelerating EV Electrification Will Unlock Future OpportunitiesAdient’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.분석 기사 • Sep 04Does 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...Buy Or Sell Opportunity • Aug 12Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 44% to US$22.93. The fair value is estimated to be US$18.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Recent Insider Transactions • Aug 10President recently sold US$273k worth of stockOn the 7th of August, Jerome Dorlack sold around 12k shares on-market at roughly US$22.77 per share. This transaction amounted to 6.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Jerome's only on-market trade for the last 12 months.내러티브 업데이트 • Aug 08Accelerating EV Electrification Will Unlock Future OpportunitiesThe 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.Reported Earnings • Aug 07Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.43 (up from US$0.12 loss in 3Q 2024). Revenue: US$3.74b (flat on 3Q 2024). Net income: US$36.0m (up US$47.0m from 3Q 2024). Profit margin: 1.0% (up from net loss in 3Q 2024). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Auto Components industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.분석 기사 • Aug 05When 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...분석 기사 • Jul 21A 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...Price Target Changed • Jul 16Price target increased by 8.1% to US$26.60Up from US$24.60, the current price target is an average from 11 analysts. New target price is 19% above last closing price of US$22.39. Stock is down 12% over the past year. The company is forecast to post a net loss per share of US$3.06 compared to earnings per share of US$0.20 last year.공시 • Jul 15Adient Launches New Mechanical Massage Seat SolutionAdient has launched a new mechanical massage seat solution. The innovation debuted in automaker GAC-Trumpchi's new PHEV model M8. The vehicle features three-row seats and an industry-first massage system supplied by Adient that redefines auto seating comfort. Adient's system meets stringent auto industry standards. It features a flexible protruding structure for everyday comfort and deep massage, a rapid pressure relief valve for safety during collisions, and a multi-layer wear-resistant assembly to ensure long-term durability. Featuring smart controls with multiple modes and strengths, this solution offers personalized massage experiences. Its small size is compatible with heating and ventilation and also supports over-the-air (OTA) updates, enabling continuous improvement over time. This innovation not only fills a gap in massage capabilities for in-vehicle applications but also sets a new benchmark for seating comfort, especially in deep-recline seating formats. With mass production now underway, Adient's mechanical massage solution will soon appear in more mid- to high-end models across the China market. The product is also getting attention in the Americas and Europe as Adient's customers look to improve comfort systems in their vehicles.분석 기사 • Jun 20Adient plc's (NYSE:ADNT) Share Price Boosted 27% But Its Business Prospects Need A Lift TooAdient plc ( NYSE:ADNT ) shares have continued their recent momentum with a 27% gain in the last month alone...Price Target Changed • May 16Price target increased by 8.0% to US$22.09Up from US$20.45, the current price target is an average from 10 analysts. New target price is 40% above last closing price of US$15.82. Stock is down 46% over the past year. The company is forecast to post a net loss per share of US$0.88 compared to earnings per share of US$0.20 last year.Reported Earnings • May 07Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: US$3.99 loss per share (further deteriorated from US$0.77 loss in 2Q 2024). Revenue: US$3.61b (down 3.7% from 2Q 2024). Net loss: US$335.0m (loss widened 379% from 2Q 2024). Revenue exceeded analyst estimates by 5.0%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Auto Components industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.공시 • May 07Adient plc Maintains Earnings Guidance for the Fiscal Year 2025Adient plc maintained earnings guidance for the fiscal year 2025. For the year, the company maintains revenue outlook with first half positive momentum expected to carry forward into second half, excluding potential tariff-related volume impacts.분석 기사 • Apr 23These 4 Measures Indicate That Adient (NYSE:ADNT) Is Using Debt ExtensivelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Price Target Changed • Apr 22Price target decreased by 7.1% to US$22.40Down from US$24.10, the current price target is an average from 10 analysts. New target price is 87% above last closing price of US$12.01. Stock is down 59% over the past year. The company is forecast to post earnings per share of US$1.36 for next year compared to US$0.20 last year.Price Target Changed • Apr 15Price target decreased by 8.9% to US$22.60Down from US$24.80, the current price target is an average from 10 analysts. New target price is 108% above last closing price of US$10.89. Stock is down 62% over the past year. The company is forecast to post earnings per share of US$1.35 for next year compared to US$0.20 last year.Seeking Alpha • Feb 01Adient: Encouraging Near-Term Trends But Elevated Risk RemainsSummary 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 Alpha공시 • Jan 30An undisclosed buyer acquired 50% stake in Setex, Inc. from Adient plc (NYSE:ADNT) for $27 million.An undisclosed buyer acquired 50% stake in Setex, Inc. from Adient plc (NYSE:ADNT) for $27 million during the first quarter of fiscal 2025. A cash consideration of $27 million will be paid by the buyer. An undisclosed buyer completed the acquisition of 50% stake in Setex, Inc. from Adient plc (NYSE:ADNT) during the first quarter of fiscal 2025.Price Target Changed • Jan 29Price target decreased by 7.6% to US$25.50Down from US$27.60, the current price target is an average from 10 analysts. New target price is 40% above last closing price of US$18.15. Stock is down 48% over the past year. The company is forecast to post earnings per share of US$1.19 for next year compared to US$0.20 last year.Reported Earnings • Jan 28First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: US$3.50b (down 4.5% from 1Q 2024). Net income: US$0 (down US$20.0m from profit in 1Q 2024). Profit margin: 0% (down from 0.5% in 1Q 2024). Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Auto Components industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.Price Target Changed • Jan 24Price target decreased by 7.1% to US$26.10Down from US$28.10, the current price target is an average from 10 analysts. New target price is 52% above last closing price of US$17.14. Stock is down 51% over the past year. The company is forecast to post earnings per share of US$1.42 for next year compared to US$0.20 last year.공시 • Jan 23Adient plc, Annual General Meeting, Mar 11, 2025Adient plc, Annual General Meeting, Mar 11, 2025. Location: radisson blu hotel, dublin airport, dublin Ireland분석 기사 • Jan 23Returns 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...Major Estimate Revision • Jan 21Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$1.70 to US$1.50 per share. Revenue forecast steady at US$14.1b. Net income forecast to grow 697% next year vs 18% growth forecast for Auto Components industry in the US. Consensus price target down from US$28.10 to US$27.20. Share price was steady at US$17.47 over the past week.분석 기사 • Dec 28Insufficient Growth At Adient plc (NYSE:ADNT) Hampers Share PriceWith a price-to-sales (or "P/S") ratio of 0.1x Adient plc ( NYSE:ADNT ) may be sending bullish signals at the moment...Recent Insider Transactions • Dec 06Executive Vice President - Americas recently sold US$233k worth of stockOn the 4th of December, James Conklin sold around 12k shares on-market at roughly US$20.25 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.6m more than they bought in the last 12 months.분석 기사 • Dec 04Adient (NYSE:ADNT) Has A Somewhat Strained Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Major Estimate Revision • Nov 15Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$14.6b to US$14.2b. EPS estimate also fell from US$2.01 per share to US$1.64 per share. Net income forecast to grow 694% next year vs 25% growth forecast for Auto Components industry in the US. Consensus price target broadly unchanged at US$29.80. Share price fell 2.1% to US$19.89 over the past week.Seeking Alpha • Nov 12Adient: Aggressive Deleveraging Needed To Minimize Impairment ChargesSummary 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 AlphaReported Earnings • Nov 10Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$0.20 (down from US$2.17 in FY 2023). Revenue: US$14.7b (down 4.6% from FY 2023). Net income: US$18.0m (down 91% from FY 2023). Profit margin: 0.1% (down from 1.3% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Auto Components industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.Major Estimate Revision • Oct 16Consensus EPS estimates fall from profit to US$0.29 lossThe consensus outlook for fiscal year 2024 has been updated. Expected to report loss instead of -US$0.293 instead of US$0.105 per share profit previously forecast. Revenue forecast unchanged at US$14.6b Auto Components industry in the US expected to see average net income growth of 21% next year. Consensus price target down from US$30.90 to US$30.20. Share price was steady at US$21.62 over the past week.분석 기사 • Oct 09Returns 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...Major Estimate Revision • Oct 06Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$0.127 to US$0.105 per share. Revenue forecast steady at US$14.6b. Net income forecast to grow 111% next year vs 20% growth forecast for Auto Components industry in the US. Consensus price target broadly unchanged at US$30.90. Share price fell 6.5% to US$22.16 over the past week.Major Estimate Revision • Sep 20Consensus EPS estimates increase by 214%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$0.127 to US$0.399. Revenue forecast steady at US$14.6b. Net income forecast to grow 122% next year vs 20% growth forecast for Auto Components industry in the US. Consensus price target of US$30.80 unchanged from last update. Share price rose 10% to US$22.67 over the past week.분석 기사 • Sep 19Adient plc's (NYSE:ADNT) Popularity With Investors Is ClearWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...새로운 내러티브 • Sep 12Elevating 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.분석 기사 • Aug 14We Think You Can Look Beyond Adient's (NYSE:ADNT) Lackluster EarningsAdient plc's ( NYSE:ADNT ) earnings announcement last week didn't impress shareholders. Despite the soft profit...Major Estimate Revision • Aug 13Consensus EPS estimates have been downgraded.The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$14.8b to US$14.6b. Now expected to report a loss of US$0.25 per share instead of US$0.279 per share profit previously forecast. Auto Components industry in the US expected to see average net income growth of 21% next year. Consensus price target down from US$36.30 to US$32.70. Share price was steady at US$21.15 over the past week.분석 기사 • Aug 09Earnings Miss: Adient plc Missed EPS And Analysts Are Revising Their ForecastsIt's been a mediocre week for Adient plc ( NYSE:ADNT ) shareholders, with the stock dropping 15% to US$21.28 in the...Price Target Changed • Aug 08Price target decreased by 8.5% to US$33.20Down from US$36.30, the current price target is an average from 10 analysts. New target price is 56% above last closing price of US$21.28. Stock is down 49% over the past year. The company is forecast to post a net loss per share of US$0.25 compared to earnings per share of US$2.17 last year.Reported Earnings • Aug 07Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: US$0.12 loss per share (down from US$0.78 profit in 3Q 2023). Revenue: US$3.72b (down 8.4% from 3Q 2023). Net loss: US$11.0m (down 115% from profit in 3Q 2023). Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Auto Components industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 46 percentage points per year, which is a significant difference in performance.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$21.46, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Auto Components industry in the US. Total loss to shareholders of 47% over the past three years.공시 • Aug 06Adient plc Updates Consolidated Earnings Guidance for the Full Year of 2024Adient plc updated consolidated earnings guidance for the full year of 2024. For the year, the company expected consolidated sales to be approximately $14.6 billion compared to prior guidance of $14.8 billion to $14.9 billion. The updates recognizes the impacts of lower vehicle production expectations.분석 기사 • Aug 04These 4 Measures Indicate That Adient (NYSE:ADNT) Is Using Debt ExtensivelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Major Estimate Revision • Jul 11Consensus EPS estimates fall by 23%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$0.361 to US$0.279 per share. Revenue forecast steady at US$14.9b. Net income forecast to grow 26% next year vs 24% growth forecast for Auto Components industry in the US. Consensus price target broadly unchanged at US$37.10. Share price fell 2.2% to US$24.17 over the past week.분석 기사 • Jun 27Adient (NYSE:ADNT) Shareholders Will Want The ROCE Trajectory To ContinueWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...분석 기사 • Jun 12Lacklustre Performance Is Driving Adient plc's (NYSE:ADNT) Low P/SWhen you see that almost half of the companies in the Auto Components industry in the United States have price-to-sales...분석 기사 • May 26Are 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 22Adient: Consider Financial Prospects And Buyback YieldSummary 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 AlphaMajor Estimate Revision • May 15Consensus EPS estimates increase by 31%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$0.766 to US$1.01. Revenue forecast steady at US$14.9b. Net income forecast to grow 34% next year vs 25% growth forecast for Auto Components industry in the US. Consensus price target down from US$38.60 to US$37.40. Share price rose 3.5% to US$29.57 over the past week.Major Estimate Revision • May 10Consensus EPS estimates fall by 82%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$15.5b to US$14.9b. EPS estimate also fell from US$2.32 per share to US$0.408 per share. Net income forecast to grow 28% next year vs 25% growth forecast for Auto Components industry in the US. Consensus price target down from US$41.60 to US$38.10. Share price rose 5.5% to US$28.91 over the past week.Price Target Changed • May 06Price target decreased by 7.2% to US$38.60Down from US$41.60, the current price target is an average from 10 analysts. New target price is 37% above last closing price of US$28.12. Stock is down 22% over the past year. The company is forecast to post earnings per share of US$0.47 for next year compared to US$2.17 last year.Reported Earnings • May 04Second quarter 2024 earnings released: US$0.78 loss per share (vs US$0.16 loss in 2Q 2023)Second quarter 2024 results: US$0.78 loss per share (further deteriorated from US$0.16 loss in 2Q 2023). Revenue: US$3.75b (down 4.1% from 2Q 2023). Net loss: US$70.0m (loss widened 367% from 2Q 2023). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Auto Components industry in the US. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.분석 기사 • Apr 07Here's Why Adient (NYSE:ADNT) Has A Meaningful Debt BurdenWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...분석 기사 • Mar 20Adient (NYSE:ADNT) Shareholders Will Want The ROCE Trajectory To ContinueTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...Recent Insider Transactions • Feb 18Executive VP recently sold US$337k worth of stockOn the 14th of February, Heather Tiltmann sold around 10k shares on-market at roughly US$33.68 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$633k. Insiders have been net sellers, collectively disposing of US$1.3m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Feb 16Executive VP notifies of intention to sell stockHeather Tiltmann intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of February. If the sale is conducted around the recent share price of US$33.68, it would amount to US$337k. Since March 2023, Heather's direct individual holding has increased from 12.00k shares to 34.09k. Company insiders have collectively sold US$2.6m more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • Feb 14Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$15.7b to US$15.5b. EPS estimate also fell from US$3.00 per share to US$2.48 per share. Net income forecast to grow 25% next year vs 22% growth forecast for Auto Components industry in the US. Consensus price target down from US$45.64 to US$43.50. Share price was steady at US$33.16 over the past week.분석 기사 • Feb 12Adient plc's (NYSE:ADNT) Shares Lagging The Industry But So Is The BusinessWhen close to half the companies operating in the Auto Components industry in the United States have price-to-sales...Reported Earnings • Feb 08First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: US$0.21 (up from US$0.13 in 1Q 2023). Revenue: US$3.66b (down 1.1% from 1Q 2023). Net income: US$20.0m (up 67% from 1Q 2023). Profit margin: 0.5% (up from 0.3% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 46%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Auto Components industry in the US. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.공시 • Jan 24Adient plc, Annual General Meeting, Mar 12, 2024Adient plc, Annual General Meeting, Mar 12, 2024, at 12:00 Coordinated Universal Time. Location: Radisson Blu Hotel, Dublin Airport, Dublin, Ireland Dublin Ireland Agenda: To ratify, by non-binding advisory vote, the appointment of PricewaterhouseCoopers LLP as the company's independent auditor for fiscal year 2024 and to authorize, by binding vote, the Board of Directors, acting through the Audit Committee, to set the auditors' remuneration; to approve, on an advisory basis, the company's named executive officer compensation, as described in the accompanying Proxy Statement; to renew the Board of Directors' authority to issue shares under Irish law; to renew the Board of Directors' authority to opt-out of statutory preemption rights under Irish law; and to consider other matters if any.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 과거에 ADNT 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.배당금 증가: ADNT 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.배당 수익률 vs 시장Adient 배당 수익률 vs 시장ADNT의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (ADNT)0%시장 하위 25% (US)1.4%시장 상위 25% (US)4.2%업계 평균 (Auto Components)1.9%분석가 예측 (ADNT) (최대 3년)0%주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 ADNT 의 배당 수익률을 평가할 수 없습니다.고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 ADNT 의 배당 수익률을 평가할 수 없습니다.주주 대상 이익 배당수익 보장: ADNT US 시장에서 주목할만한 배당금을 지급하지 않습니다.주주 현금 배당현금 흐름 범위: ADNT 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YUS 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/02 22:28종가2026/06/02 00:00수익2026/03/31연간 수익2025/09/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Adient plc는 29명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관David LeikerBairdDan LevyBarclaysJames PicarielloBNP Paribas26명의 분석가 더 보기
속보 • Jun 01Adient Secures US$1.1b in China Bookings With Growing Focus on Local Auto BrandsAdient reported approximately US$1.1b in annual business wins in FY 2025 for its China operations. Around 70% of these new bookings came from Chinese original equipment manufacturers, indicating a shift in the customer mix toward local brands. The company also added four new auto brands to its China customer base since last year’s J.P. Morgan Summit. The tilt toward Chinese auto manufacturers suggests Adient is increasing its exposure to local demand patterns and competitive dynamics in China’s auto market. Investors may want to watch how this changing customer mix affects pricing, margins, and contract stability over time, especially given the concentration of wins with C-OEMs.
내러티브 업데이트 • May 28ADNT: Post 2026 China JV And Margin Discipline Will Support Upside RepricingAdient's updated fair value estimate has moved from $28.00 to about $55.28 as analysts factor in recent price target changes and mixed research commentary across major banks. Analyst Commentary Recent research on Adient has been active, with a series of price target revisions and rating changes that point to a more constructive tone from several bullish analysts, even as others remain cautious.
Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$22.77, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Auto Components industry in the US. Total loss to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$35.66 per share.
분석 기사 • May 14Shareholders Will Be Pleased With The Quality of Adient's (NYSE:ADNT) EarningsAdient plc ( NYSE:ADNT ) recently posted some strong earnings, and the market responded positively. We have done some...
New Risk • May 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.4x net interest cover). Minor Risk Large one-off items impacting financial results.
Seeking Alpha • May 07Adient: 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
Reported Earnings • May 06Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$0.34 (up from US$3.99 loss in 2Q 2025). Revenue: US$3.87b (up 7.0% from 2Q 2025). Net income: US$27.0m (up US$362.0m from 2Q 2025). Profit margin: 0.7% (up from net loss in 2Q 2025). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 6.5%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Auto Components industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
내러티브 업데이트 • May 02ADNT: 2026 Execution On Turnaround And Seating Wins Will Drive UpsideAnalysts 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.
공시 • Apr 25Adient Introduces Proforce Massage Flow SolutionAdient advanced its mechanical massage portfolio with the commercialization of the ProForce Massage Flow solution. Building on the successful launch of the ProForce platform last year, the new solution delivers expanded massage coverage, modular integration, and mass-production-validated technologies. It is scheduled for production on two Chinese OEM models. The Flow version features newly developed moving modules that significantly expand massage coverage to reach key fatigue-prone lower-back muscle groups. Multiple massage techniques, including kneading, tapping and rolling, can be applied individually or in combination, enabling a more dynamic and customizable massage experience. The new solution adopts a platform-based, modular design that delivers clear benefits for automakers: A flexible spring-mounted structure enables easy integration across different seat frame platforms. The solution supports both front and rear seats, including seats with integrated ABS, helping OEMs shorten development cycles. Available in two-head and four-head modules, the solution supports flexible spec configurations based on vehicle positioning. Multiple massage variants can be deployed on the same platform, improving development efficiency. The Flow solution inherits core technologies from the Focus solution that have been validated in multiple mass-production vehicles: ProForce Massage delivers significantly higher force than pneumatic systems, providing more effective fatigue relief. A multi-stage collapsible mechanism allows the massage heads to retract in the event of a collision and automatically reset afterward. Designed for seamless integration with lumbar support, ventilation and heating functions. Wear-resistant upholstery materials validated in mass production ensure long-term reliability. Adient's proprietary Magic Trim assembly maintains a smooth, premium surface over time, while meeting automotive durability standards. The ProForce Massage Flow solution further expands Adient's seating comfort portfolio with a more dynamic and versatile massage experience, which reflects how Adient is leveraging innovation to drive premium content, strengthen customer relationships, and support sustainable growth over time.
내러티브 업데이트 • Apr 18ADNT: 2026 Guidance And Turnaround Execution Will Drive Upside PotentialAnalysts 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.
공시 • Apr 11Adient Launches Stepjoy Foot Massage InnovationAdient, a global leader in automotive seating, is expanding its massage offerings with the launch of StepJoy, its latest foot massage innovation. First introduced globally on automaker NIO's ES9 model, StepJoy brings an automotive-grade foot massage solution into mass production, delivering deep foot relaxation inside the vehicle cabin. StepJoy adopts a cam-based mechanism to provide a foot-sole massage experience across the occupant's forefoot and arch. The system integrates two synchronized cam modules to achieve a balance between strong massage performance, compact packaging and cost efficiency. The slim and highly integrated design fits easily into a vehicle's seating layout. When not in use, StepJoy stows into the seatback to save space; in the deployed position, it can also function as a footrest. A heating feature can be added based on OEM requirements, further elevating the end-user's comfort experience. To ensure long-term durability and a premium feel, StepJoy incorporates Adient's Magic Trim seat cover assembly, a proprietary solution already validated in mass production. Using high-stretch materials, Magic Trim maintains a smooth and premium surface over time while meeting automotive durability standards. With StepJoy, Adient extends its seating comfort portfolio beyond the back and lumbar regions to address foot fatigue, enabling automakers to further differentiate their cabin experience and deliver a more relaxing journey for passengers.
내러티브 업데이트 • Apr 03ADNT: Turnaround Execution And European Exposure Will Shape Fairly Valued OutlookAnalysts 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.
내러티브 업데이트 • Mar 19ADNT: Turnaround Efforts And European Exposure Will Shape Future Seat MarginsAnalysts 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.
내러티브 업데이트 • Mar 05ADNT: Mixed Turnaround Efforts And European Exposure Will Shape Future ReturnsThe 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.
공시 • Feb 24Adient plc Announces New Sculpted Soft Trim Breakthrough ProductAdient plc announced its latest breakthrough innovation, Sculpted Soft Trim. This unique product offers fresh aesthetics and new design opportunities for vehicle seats. Sculpted Soft Trim is a soft, breathable, formed trim solution that can be used to create large trim panels or smaller, simpler parts like rear seat child seat anchor trim covers, armrests, headrests or other intricate parts. It utilizes an automated process to form these parts, reducing the amount of sewing required compared to today's trim covers. Sculpted Soft TrIM offers advantages in areas of complex sewing and concave surfaces, reducing trim patterns and sewing labor while improving challenging craftsmanship executions. Details can be added to seat trim through that were previously not achievable with traditional seat trim methods, offering new levels of design freedom. Among the many benefits and uses of Sculpted Soft Trim: Enables easy execution across a wide range of fabric and vinyl materials; Complex 3-dimensional shape and concavity is achievable, without washing out grain detail; Detailed parts such as belts or child seat anchor pockets can be replaced with the trim to reduce sew labor and improve craftsmanship, with consistent results; Embossed/debossed textural patterns can be added easily in the same tool and process and, additionally, graphics and badging can be easily created for customization or to differentiate between brands; Dissimilar materials can be pre-sewn and formed, offering a wide variety of trim options.
내러티브 업데이트 • Feb 19ADNT: Elevated P E Assumptions Will Likely Strain Turnaround ExecutionAdient'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.
Price Target Changed • Feb 05Price target increased by 23% to US$30.05Up from US$24.45, the current price target is an average from 11 analysts. New target price is 19% above last closing price of US$25.21. Stock is up 52% over the past year. The company is forecast to post earnings per share of US$0.41 next year compared to a net loss per share of US$3.39 last year.
내러티브 업데이트 • Feb 05ADNT: China JV And 2026 Guidance Will Shape Balanced Risk RewardOur 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.
Reported Earnings • Feb 04First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$0.28 loss per share. Revenue: US$3.64b (up 4.3% from 1Q 2025). Net loss: US$22.0m (flat on 1Q 2025). Revenue exceeded analyst estimates by 4.8%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Auto Components industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
공시 • Feb 04Adient plc Raises Earnings Guidance for the Fiscal Year 2026Adient plc raised earnings guidance for the fiscal year 2026. For the year, the company raised its fiscal year 2026 guidance for revenue of $14.6 billion underpinned by an improved vehicle production outlook and the company's expectation of continued positive business performance.
공시 • Jan 22+ 1 more updateAdient plc, Annual General Meeting, Mar 10, 2026Adient plc, Annual General Meeting, Mar 10, 2026. Location: clayton hotel dublin airport central, dublin Ireland
내러티브 업데이트 • Jan 21ADNT: China JV And 2026 Outlook Will Shape Future Share PerformanceAnalysts 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.
분석 기사 • Jan 15Adient plc (NYSE:ADNT) Shares Fly 26% But Investors Aren't Buying For GrowthAdient plc ( NYSE:ADNT ) shareholders would be excited to see that the share price has had a great month, posting a 26...
공시 • Jan 13Adient plc to Report Q1, 2026 Results on Feb 04, 2026Adient plc announced that they will report Q1, 2026 results on Feb 04, 2026
내러티브 업데이트 • Jan 07ADNT: Post 2026 China JV And Margin Discipline Will Drive UpsideAnalysts 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.
내러티브 업데이트 • Dec 15ADNT Will Benefit From Post 2026 China Expansion And Margin UpsideAdient'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.
내러티브 업데이트 • Dec 01ADNT: Margin Gains And China Expansion Will Drive Share Price HigherAdient'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.
내러티브 업데이트 • Nov 17ADNT: Expansion In China And Margin Initiatives Will Drive Long-Term UpsideAdient'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.
Price Target Changed • Nov 09Price target decreased by 7.0% to US$27.00Down from US$29.04, the current price target is an average from 12 analysts. New target price is 38% above last closing price of US$19.62. Stock is down 3.4% over the past year. The company is forecast to post earnings per share of US$2.03 next year compared to a net loss per share of US$3.39 last year.
Reported Earnings • Nov 06Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$3.39 loss per share (down from US$0.20 profit in FY 2024). Revenue: US$14.5b (down 1.0% from FY 2024). Net loss: US$281.0m (down US$299.0m from profit in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Auto Components industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.
내러티브 업데이트 • Nov 01ADNT: Future Margin Expansion Will Drive Upside Amid China Growth PlansAdient’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.
내러티브 업데이트 • Oct 18Accelerating EV Electrification Will Unlock Future OpportunitiesAdient'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.
공시 • Oct 13Adient and Autoliv Unveil Breakthrough in Dynamic Seat Safety SolutionsAdient and Autoliv have co-developed innovative safety solutions that significantly enhance occupant protection in deeply reclined seating positions - commonly referred to as zero-gravity. These solutions, now ready for mass production, combine Adient's new seating concept, Z-Guard, with Autoliv's advanced safety technologies. As electrification and smart technologies continue to reshape the automotive industry, zero-gravity seating is gaining popularity in mid- to high-end vehicle models due to its ergonomic benefits. However, the deeply reclined posture can compromise the effectiveness of conventional safety systems, which are typically designed for standard upright seating, potentially leading to safety risks. To address this challenge, Adient and Autoliv have jointly developed a safety solution that represents a major advancement in occupant protection in deeply reclined seats positions. Multi-Dimensional Collaborative Protection: Full-Process Dynamic Safety System. Adient's Z-Guard is built around the principle of Multi-Dimensional Collaborative protection, integrating advanced constraint and energy-absorbing technologies into a dynamic safety system designed to protect occupants in the event of a collision. At its core are two key innovations: Active Cushion Collapse Mechanism: In a crash, this feature rapidly collapses the seat frame to absorb energy and adjust posture, thereby reducing spinal impact and providing protection to vital body regions. Adjustable Seat Belt Outlet: This feature adapts to various passenger postures and body types, enhancing comfort while maximizing precise restraint and minimizing risks like shoulder slippage. Complementing these innovations are additional technologies from Autoliv: the Integrated Seatbelt System for improved stability, Dynamic Lumbar Retractor for controlled restraint force, Pelvic Cushion Airbag to reduce pelvic impact, and Head Side Airbag for enhanced side collision protection in reclined positions. Together, these systems help safeguard critical areas - head, neck, chest, and pelvis - delivering truly dynamic, full-process occupant protection. Proactive Predictive Protection: Building an Intelligent Safety Shelter: The Z-Guard concept enables deep integration with vehicle driver assistance systems, tailored to OEM requirements and real-world scenarios. Leveraging predictive signals, it utilizes high-speed, motor-driven seat repositioning to adjust the occupant's posture before a collision to reduce the risk of injury. In cases where a vehicle cannot detect a crash in time or lacks active repositioning capabilities, Z-Guard still provides robust protection through dual pretensioners, cushion buffering and a collapse mechanism. These systems work in concert to prevent forward movement and submarinesining, enhancing reliable safety even in zero-gravity seating positions. toward Mass Production: Reshaping Industry Standards Together The new seating concept is designed to meet the evolving demands of cockpit electronic architecture in the era of software-defined vehicles, seamlessly integrating safety features into the smart cockpit environment. With Adient leading the commercialization, Z-Guard is now scheduled for production in a high-volume model from a major global OEM - marking a significant milestone in bringing advanced occupant protection to market.
내러티브 업데이트 • Oct 03Accelerating EV Electrification Will Unlock Future OpportunitiesAdient’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.
분석 기사 • Sep 04Does 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...
Buy Or Sell Opportunity • Aug 12Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 44% to US$22.93. The fair value is estimated to be US$18.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Recent Insider Transactions • Aug 10President recently sold US$273k worth of stockOn the 7th of August, Jerome Dorlack sold around 12k shares on-market at roughly US$22.77 per share. This transaction amounted to 6.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Jerome's only on-market trade for the last 12 months.
내러티브 업데이트 • Aug 08Accelerating EV Electrification Will Unlock Future OpportunitiesThe 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.
Reported Earnings • Aug 07Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.43 (up from US$0.12 loss in 3Q 2024). Revenue: US$3.74b (flat on 3Q 2024). Net income: US$36.0m (up US$47.0m from 3Q 2024). Profit margin: 1.0% (up from net loss in 3Q 2024). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Auto Components industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
분석 기사 • Aug 05When 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...
분석 기사 • Jul 21A 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...
Price Target Changed • Jul 16Price target increased by 8.1% to US$26.60Up from US$24.60, the current price target is an average from 11 analysts. New target price is 19% above last closing price of US$22.39. Stock is down 12% over the past year. The company is forecast to post a net loss per share of US$3.06 compared to earnings per share of US$0.20 last year.
공시 • Jul 15Adient Launches New Mechanical Massage Seat SolutionAdient has launched a new mechanical massage seat solution. The innovation debuted in automaker GAC-Trumpchi's new PHEV model M8. The vehicle features three-row seats and an industry-first massage system supplied by Adient that redefines auto seating comfort. Adient's system meets stringent auto industry standards. It features a flexible protruding structure for everyday comfort and deep massage, a rapid pressure relief valve for safety during collisions, and a multi-layer wear-resistant assembly to ensure long-term durability. Featuring smart controls with multiple modes and strengths, this solution offers personalized massage experiences. Its small size is compatible with heating and ventilation and also supports over-the-air (OTA) updates, enabling continuous improvement over time. This innovation not only fills a gap in massage capabilities for in-vehicle applications but also sets a new benchmark for seating comfort, especially in deep-recline seating formats. With mass production now underway, Adient's mechanical massage solution will soon appear in more mid- to high-end models across the China market. The product is also getting attention in the Americas and Europe as Adient's customers look to improve comfort systems in their vehicles.
분석 기사 • Jun 20Adient plc's (NYSE:ADNT) Share Price Boosted 27% But Its Business Prospects Need A Lift TooAdient plc ( NYSE:ADNT ) shares have continued their recent momentum with a 27% gain in the last month alone...
Price Target Changed • May 16Price target increased by 8.0% to US$22.09Up from US$20.45, the current price target is an average from 10 analysts. New target price is 40% above last closing price of US$15.82. Stock is down 46% over the past year. The company is forecast to post a net loss per share of US$0.88 compared to earnings per share of US$0.20 last year.
Reported Earnings • May 07Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: US$3.99 loss per share (further deteriorated from US$0.77 loss in 2Q 2024). Revenue: US$3.61b (down 3.7% from 2Q 2024). Net loss: US$335.0m (loss widened 379% from 2Q 2024). Revenue exceeded analyst estimates by 5.0%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Auto Components industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
공시 • May 07Adient plc Maintains Earnings Guidance for the Fiscal Year 2025Adient plc maintained earnings guidance for the fiscal year 2025. For the year, the company maintains revenue outlook with first half positive momentum expected to carry forward into second half, excluding potential tariff-related volume impacts.
분석 기사 • Apr 23These 4 Measures Indicate That Adient (NYSE:ADNT) Is Using Debt ExtensivelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Price Target Changed • Apr 22Price target decreased by 7.1% to US$22.40Down from US$24.10, the current price target is an average from 10 analysts. New target price is 87% above last closing price of US$12.01. Stock is down 59% over the past year. The company is forecast to post earnings per share of US$1.36 for next year compared to US$0.20 last year.
Price Target Changed • Apr 15Price target decreased by 8.9% to US$22.60Down from US$24.80, the current price target is an average from 10 analysts. New target price is 108% above last closing price of US$10.89. Stock is down 62% over the past year. The company is forecast to post earnings per share of US$1.35 for next year compared to US$0.20 last year.
Seeking Alpha • Feb 01Adient: Encouraging Near-Term Trends But Elevated Risk RemainsSummary 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
공시 • Jan 30An undisclosed buyer acquired 50% stake in Setex, Inc. from Adient plc (NYSE:ADNT) for $27 million.An undisclosed buyer acquired 50% stake in Setex, Inc. from Adient plc (NYSE:ADNT) for $27 million during the first quarter of fiscal 2025. A cash consideration of $27 million will be paid by the buyer. An undisclosed buyer completed the acquisition of 50% stake in Setex, Inc. from Adient plc (NYSE:ADNT) during the first quarter of fiscal 2025.
Price Target Changed • Jan 29Price target decreased by 7.6% to US$25.50Down from US$27.60, the current price target is an average from 10 analysts. New target price is 40% above last closing price of US$18.15. Stock is down 48% over the past year. The company is forecast to post earnings per share of US$1.19 for next year compared to US$0.20 last year.
Reported Earnings • Jan 28First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: US$3.50b (down 4.5% from 1Q 2024). Net income: US$0 (down US$20.0m from profit in 1Q 2024). Profit margin: 0% (down from 0.5% in 1Q 2024). Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Auto Components industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.
Price Target Changed • Jan 24Price target decreased by 7.1% to US$26.10Down from US$28.10, the current price target is an average from 10 analysts. New target price is 52% above last closing price of US$17.14. Stock is down 51% over the past year. The company is forecast to post earnings per share of US$1.42 for next year compared to US$0.20 last year.
공시 • Jan 23Adient plc, Annual General Meeting, Mar 11, 2025Adient plc, Annual General Meeting, Mar 11, 2025. Location: radisson blu hotel, dublin airport, dublin Ireland
분석 기사 • Jan 23Returns 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...
Major Estimate Revision • Jan 21Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$1.70 to US$1.50 per share. Revenue forecast steady at US$14.1b. Net income forecast to grow 697% next year vs 18% growth forecast for Auto Components industry in the US. Consensus price target down from US$28.10 to US$27.20. Share price was steady at US$17.47 over the past week.
분석 기사 • Dec 28Insufficient Growth At Adient plc (NYSE:ADNT) Hampers Share PriceWith a price-to-sales (or "P/S") ratio of 0.1x Adient plc ( NYSE:ADNT ) may be sending bullish signals at the moment...
Recent Insider Transactions • Dec 06Executive Vice President - Americas recently sold US$233k worth of stockOn the 4th of December, James Conklin sold around 12k shares on-market at roughly US$20.25 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.6m more than they bought in the last 12 months.
분석 기사 • Dec 04Adient (NYSE:ADNT) Has A Somewhat Strained Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Major Estimate Revision • Nov 15Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$14.6b to US$14.2b. EPS estimate also fell from US$2.01 per share to US$1.64 per share. Net income forecast to grow 694% next year vs 25% growth forecast for Auto Components industry in the US. Consensus price target broadly unchanged at US$29.80. Share price fell 2.1% to US$19.89 over the past week.
Seeking Alpha • Nov 12Adient: Aggressive Deleveraging Needed To Minimize Impairment ChargesSummary 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
Reported Earnings • Nov 10Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$0.20 (down from US$2.17 in FY 2023). Revenue: US$14.7b (down 4.6% from FY 2023). Net income: US$18.0m (down 91% from FY 2023). Profit margin: 0.1% (down from 1.3% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Auto Components industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
Major Estimate Revision • Oct 16Consensus EPS estimates fall from profit to US$0.29 lossThe consensus outlook for fiscal year 2024 has been updated. Expected to report loss instead of -US$0.293 instead of US$0.105 per share profit previously forecast. Revenue forecast unchanged at US$14.6b Auto Components industry in the US expected to see average net income growth of 21% next year. Consensus price target down from US$30.90 to US$30.20. Share price was steady at US$21.62 over the past week.
분석 기사 • Oct 09Returns 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...
Major Estimate Revision • Oct 06Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$0.127 to US$0.105 per share. Revenue forecast steady at US$14.6b. Net income forecast to grow 111% next year vs 20% growth forecast for Auto Components industry in the US. Consensus price target broadly unchanged at US$30.90. Share price fell 6.5% to US$22.16 over the past week.
Major Estimate Revision • Sep 20Consensus EPS estimates increase by 214%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$0.127 to US$0.399. Revenue forecast steady at US$14.6b. Net income forecast to grow 122% next year vs 20% growth forecast for Auto Components industry in the US. Consensus price target of US$30.80 unchanged from last update. Share price rose 10% to US$22.67 over the past week.
분석 기사 • Sep 19Adient plc's (NYSE:ADNT) Popularity With Investors Is ClearWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
새로운 내러티브 • Sep 12Elevating 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.
분석 기사 • Aug 14We Think You Can Look Beyond Adient's (NYSE:ADNT) Lackluster EarningsAdient plc's ( NYSE:ADNT ) earnings announcement last week didn't impress shareholders. Despite the soft profit...
Major Estimate Revision • Aug 13Consensus EPS estimates have been downgraded.The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$14.8b to US$14.6b. Now expected to report a loss of US$0.25 per share instead of US$0.279 per share profit previously forecast. Auto Components industry in the US expected to see average net income growth of 21% next year. Consensus price target down from US$36.30 to US$32.70. Share price was steady at US$21.15 over the past week.
분석 기사 • Aug 09Earnings Miss: Adient plc Missed EPS And Analysts Are Revising Their ForecastsIt's been a mediocre week for Adient plc ( NYSE:ADNT ) shareholders, with the stock dropping 15% to US$21.28 in the...
Price Target Changed • Aug 08Price target decreased by 8.5% to US$33.20Down from US$36.30, the current price target is an average from 10 analysts. New target price is 56% above last closing price of US$21.28. Stock is down 49% over the past year. The company is forecast to post a net loss per share of US$0.25 compared to earnings per share of US$2.17 last year.
Reported Earnings • Aug 07Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: US$0.12 loss per share (down from US$0.78 profit in 3Q 2023). Revenue: US$3.72b (down 8.4% from 3Q 2023). Net loss: US$11.0m (down 115% from profit in 3Q 2023). Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Auto Components industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 46 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$21.46, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Auto Components industry in the US. Total loss to shareholders of 47% over the past three years.
공시 • Aug 06Adient plc Updates Consolidated Earnings Guidance for the Full Year of 2024Adient plc updated consolidated earnings guidance for the full year of 2024. For the year, the company expected consolidated sales to be approximately $14.6 billion compared to prior guidance of $14.8 billion to $14.9 billion. The updates recognizes the impacts of lower vehicle production expectations.
분석 기사 • Aug 04These 4 Measures Indicate That Adient (NYSE:ADNT) Is Using Debt ExtensivelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Major Estimate Revision • Jul 11Consensus EPS estimates fall by 23%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$0.361 to US$0.279 per share. Revenue forecast steady at US$14.9b. Net income forecast to grow 26% next year vs 24% growth forecast for Auto Components industry in the US. Consensus price target broadly unchanged at US$37.10. Share price fell 2.2% to US$24.17 over the past week.
분석 기사 • Jun 27Adient (NYSE:ADNT) Shareholders Will Want The ROCE Trajectory To ContinueWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
분석 기사 • Jun 12Lacklustre Performance Is Driving Adient plc's (NYSE:ADNT) Low P/SWhen you see that almost half of the companies in the Auto Components industry in the United States have price-to-sales...
분석 기사 • May 26Are 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 22Adient: Consider Financial Prospects And Buyback YieldSummary 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
Major Estimate Revision • May 15Consensus EPS estimates increase by 31%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$0.766 to US$1.01. Revenue forecast steady at US$14.9b. Net income forecast to grow 34% next year vs 25% growth forecast for Auto Components industry in the US. Consensus price target down from US$38.60 to US$37.40. Share price rose 3.5% to US$29.57 over the past week.
Major Estimate Revision • May 10Consensus EPS estimates fall by 82%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$15.5b to US$14.9b. EPS estimate also fell from US$2.32 per share to US$0.408 per share. Net income forecast to grow 28% next year vs 25% growth forecast for Auto Components industry in the US. Consensus price target down from US$41.60 to US$38.10. Share price rose 5.5% to US$28.91 over the past week.
Price Target Changed • May 06Price target decreased by 7.2% to US$38.60Down from US$41.60, the current price target is an average from 10 analysts. New target price is 37% above last closing price of US$28.12. Stock is down 22% over the past year. The company is forecast to post earnings per share of US$0.47 for next year compared to US$2.17 last year.
Reported Earnings • May 04Second quarter 2024 earnings released: US$0.78 loss per share (vs US$0.16 loss in 2Q 2023)Second quarter 2024 results: US$0.78 loss per share (further deteriorated from US$0.16 loss in 2Q 2023). Revenue: US$3.75b (down 4.1% from 2Q 2023). Net loss: US$70.0m (loss widened 367% from 2Q 2023). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Auto Components industry in the US. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
분석 기사 • Apr 07Here's Why Adient (NYSE:ADNT) Has A Meaningful Debt BurdenWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
분석 기사 • Mar 20Adient (NYSE:ADNT) Shareholders Will Want The ROCE Trajectory To ContinueTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Recent Insider Transactions • Feb 18Executive VP recently sold US$337k worth of stockOn the 14th of February, Heather Tiltmann sold around 10k shares on-market at roughly US$33.68 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$633k. Insiders have been net sellers, collectively disposing of US$1.3m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Feb 16Executive VP notifies of intention to sell stockHeather Tiltmann intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of February. If the sale is conducted around the recent share price of US$33.68, it would amount to US$337k. Since March 2023, Heather's direct individual holding has increased from 12.00k shares to 34.09k. Company insiders have collectively sold US$2.6m more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • Feb 14Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$15.7b to US$15.5b. EPS estimate also fell from US$3.00 per share to US$2.48 per share. Net income forecast to grow 25% next year vs 22% growth forecast for Auto Components industry in the US. Consensus price target down from US$45.64 to US$43.50. Share price was steady at US$33.16 over the past week.
분석 기사 • Feb 12Adient plc's (NYSE:ADNT) Shares Lagging The Industry But So Is The BusinessWhen close to half the companies operating in the Auto Components industry in the United States have price-to-sales...
Reported Earnings • Feb 08First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: US$0.21 (up from US$0.13 in 1Q 2023). Revenue: US$3.66b (down 1.1% from 1Q 2023). Net income: US$20.0m (up 67% from 1Q 2023). Profit margin: 0.5% (up from 0.3% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 46%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Auto Components industry in the US. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
공시 • Jan 24Adient plc, Annual General Meeting, Mar 12, 2024Adient plc, Annual General Meeting, Mar 12, 2024, at 12:00 Coordinated Universal Time. Location: Radisson Blu Hotel, Dublin Airport, Dublin, Ireland Dublin Ireland Agenda: To ratify, by non-binding advisory vote, the appointment of PricewaterhouseCoopers LLP as the company's independent auditor for fiscal year 2024 and to authorize, by binding vote, the Board of Directors, acting through the Audit Committee, to set the auditors' remuneration; to approve, on an advisory basis, the company's named executive officer compensation, as described in the accompanying Proxy Statement; to renew the Board of Directors' authority to issue shares under Irish law; to renew the Board of Directors' authority to opt-out of statutory preemption rights under Irish law; and to consider other matters if any.
