Adient plc

NYSE:ADNT Stock Report

Market Cap: US$1.7b

Adient Management

Management criteria checks 3/4

Adient's CEO is Jerome Dorlack, appointed in Jan 2024, has a tenure of 2.33 years. total yearly compensation is $13.11M, comprised of 5.1% salary and 94.9% bonuses, including company stock and options. directly owns 0.31% of the company’s shares, worth $5.42M. The average tenure of the management team and the board of directors is 3.4 years and 9 years respectively.

Key information

Jerome Dorlack

Chief executive officer

US$13.1m

Total compensation

CEO salary percentage5.07%
CEO tenure2.3yrs
CEO ownership0.3%
Management average tenure3.4yrs
Board average tenure9yrs

Recent management updates

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
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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
Analysis Article 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...
Analysis Article 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...
Analysis Article 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
Analysis Article 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...
Analysis Article 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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New Narrative 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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 Compensation Analysis

How has Jerome Dorlack's remuneration changed compared to Adient's earnings?
DateTotal CompensationSalaryCompany Earnings
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

Compensation vs Market: Jerome's total compensation ($USD13.11M) is above average for companies of similar size in the US market ($USD5.50M).

Compensation vs Earnings: Jerome's compensation has been consistent with company performance over the past year.


CEO

Jerome Dorlack (44 yo)

2.3yrs
Tenure
US$13,114,394
Compensation

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...


Leadership Team

NamePositionTenureCompensationOwnership
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$5.22mno data
James Conklin
Executive Vice President - Americas3.4yrsUS$3.14m0.025%
$ 438.4k
Gregory Smith
Senior VP & Chief Accounting Officer6.6yrsno data0.023%
$ 400.1k
Stephanie Marianos
Executive VP of Global IT & Business Services and Sustainability3.3yrsno data0.094%
$ 1.6m
David Herberg
Executive Vice President of EMEAno datano datano data
3.4yrs
Average Tenure
56yo
Average Age

Experienced Management: ADNT's management team is considered experienced (3.4 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
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
Average Tenure
63.5yo
Average Age

Experienced Board: ADNT's board of directors are considered experienced (9 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/07 09:45
End of Day Share Price 2026/05/07 00:00
Earnings2026/03/31
Annual Earnings2025/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Adient plc is covered by 28 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David LeikerBaird
Dan LevyBarclays
James PicarielloBNP Paribas