Adient plc

NYSE:ADNT 주식 리포트

시가총액: US$1.7b

Adient 경영진

경영진 기준 점검 3/4

Adient CEO는 Jerome Dorlack, Jan2024 에 임명되었습니다 의 임기는 2.33 년입니다. 총 연간 보상은 $13.11M, 5.1% 급여 및 94.9% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $5.42M 가치에 해당하는 회사 주식의 0.31% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.4 년과 9 년입니다.

핵심 정보

Jerome Dorlack

최고경영자

US$13.1m

총 보수

CEO 급여 비율5.07%
CEO 재임 기간2.3yrs
CEO 지분 보유율0.3%
경영진 평균 재임 기간3.4yrs
이사회 평균 재임 기간9yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha May 07

Adient: Bullish On The 'Beat And Raise'

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

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

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

ADNT: 2026 Guidance And Turnaround Execution Will Drive Upside Potential

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

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

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

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

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

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

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

ADNT: Elevated P E Assumptions Will Likely Strain Turnaround Execution

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

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

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

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

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

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

Adient plc ( NYSE:ADNT ) shareholders would be excited to see that the share price has had a great month, posting a 26...
내러티브 업데이트 Jan 07

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

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

ADNT Will Benefit From Post 2026 China Expansion And Margin Upside

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

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

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

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

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

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

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

Accelerating EV Electrification Will Unlock Future Opportunities

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

Accelerating EV Electrification Will Unlock Future Opportunities

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

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

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
내러티브 업데이트 Aug 08

Accelerating EV Electrification Will Unlock Future Opportunities

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

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

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

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

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

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

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

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

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

Adient: Encouraging Near-Term Trends But Elevated Risk Remains

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

Returns Are Gaining Momentum At Adient (NYSE:ADNT)

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

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

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

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

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

Adient: Aggressive Deleveraging Needed To Minimize Impairment Charges

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

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

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

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

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
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새 내러티브 Sep 12

Elevating Margins And Expanding In High-Growth Markets Fuels Optimism

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

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

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

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

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

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

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

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

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

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

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

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

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

Adient: Consider Financial Prospects And Buyback Yield

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

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

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

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

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

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

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

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

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Dec 20

Is There An Opportunity With Adient plc's (NYSE:ADNT) 36% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Adient fair value estimate is US$56.97 Adient's US$36.53 share...

CEO 보수 분석

Jerome Dorlack의 보수는 Adient의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$59m

Dec 31 2025n/an/a

-US$303m

Sep 30 2025US$13mUS$665k

-US$281m

Jun 30 2025n/an/a

-US$220m

Mar 31 2025n/an/a

-US$267m

Dec 31 2024n/an/a

-US$2m

Sep 30 2024US$9mUS$662k

US$18m

Jun 30 2024n/an/a

US$74m

Mar 31 2024n/an/a

US$158m

Dec 31 2023n/an/a

US$213m

Sep 30 2023US$4mUS$628k

US$205m

Jun 30 2023n/an/a

US$115m

Mar 31 2023n/an/a

US$12m

Dec 31 2022n/an/a

-US$54m

Sep 30 2022US$3mUS$476k

-US$120m

Jun 30 2022n/an/a

US$795m

Mar 31 2022n/an/a

US$754m

Dec 31 2021n/an/a

US$904m

Sep 30 2021US$3mUS$420k

US$1b

Jun 30 2021n/an/a

US$112m

Mar 31 2021n/an/a

-US$142m

Dec 31 2020n/an/a

-US$230m

Sep 30 2020US$4mUS$480k

-US$547m

Jun 30 2020n/an/a

-US$515m

Mar 31 2020n/an/a

-US$511m

Dec 31 2019n/an/a

-US$641m

Sep 30 2019US$3mUS$523k

-US$491m

보상 대 시장: Jerome의 총 보수(USD13.11M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.52M)보다 높습니다.

보상과 수익: Jerome의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Jerome Dorlack (44 yo)

2.3yrs
재임 기간
US$13,114,394
보수

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


리더십 팀

이름직위재임 기간보수지분
Jerome Dorlack
President2.3yrsUS$13.11m0.31%
$ 5.4m
Mark Oswald
Executive VP & CFO2.3yrsUS$3.62m0.17%
$ 2.9m
Heather Tiltmann
Executive VP5.9yrsUS$3.20m0.082%
$ 1.4m
James Huang
Executive Vice President of APAC7.3yrsUS$5.22m데이터 없음
James Conklin
Executive Vice President - Americas3.4yrsUS$3.14m0.025%
$ 438.4k
Gregory Smith
Senior VP & Chief Accounting Officer6.6yrs데이터 없음0.023%
$ 400.1k
Stephanie Marianos
Executive VP of Global IT & Business Services and Sustainability3.3yrs데이터 없음0.094%
$ 1.6m
David Herberg
Executive Vice President of EMEAno data데이터 없음데이터 없음
3.4yrs
평균 재임 기간
56yo
평균 나이

경험이 풍부한 관리: ADNT의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.4 년).


이사회 구성원

이름직위재임 기간보수지분
Jerome Dorlack
President2.3yrsUS$13.11m0.31%
$ 5.4m
Richard Goodman
Independent Director9.6yrsUS$310.00k0.075%
$ 1.3m
Barbara Samardzich
Independent Director9.6yrsUS$310.00k0.075%
$ 1.3m
Frederick Henderson
Independent Chairman of the Board9.6yrsUS$460.00k0.13%
$ 2.3m
Peter Carlin
Independent Director8.3yrsUS$290.00k0.060%
$ 1.0m
Jose Gutierrez
Independent Director7.2yrsUS$305.00k0.071%
$ 1.2m
Julie Bushman
Independent Director9.6yrsUS$290.00k0.076%
$ 1.3m
Jodi Eddy
Independent Director2.7yrsUS$290.00k0.031%
$ 548.0k
9.0yrs
평균 재임 기간
63.5yo
평균 나이

경험이 풍부한 이사회: ADNT의 이사회경험이 있음으로 간주됩니다(평균 재임 9 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 19:21
종가2026/05/07 00:00
수익2026/03/31
연간 수익2025/09/30

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Adient plc는 28명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David LeikerBaird
Dan LevyBarclays
James PicarielloBNP Paribas