Reported Earnings • May 06
Second quarter 2026 earnings: EPS and revenues exceed analyst expectations Second 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. Duyuru • Apr 25
Adient Introduces Proforce Massage Flow Solution Adient 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. Duyuru • Apr 11
Adient Launches Stepjoy Foot Massage Innovation Adient, 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. Duyuru • Feb 24
Adient plc Announces New Sculpted Soft Trim Breakthrough Product Adient 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. Price Target Changed • Feb 05
Price target increased by 23% to US$30.05 Up 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. Reported Earnings • Feb 04
First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind First 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. Duyuru • Feb 04
Adient plc Raises Earnings Guidance for the Fiscal Year 2026 Adient 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. Duyuru • Jan 13
Adient plc to Report Q1, 2026 Results on Feb 04, 2026 Adient plc announced that they will report Q1, 2026 results on Feb 04, 2026 Price Target Changed • Nov 09
Price target decreased by 7.0% to US$27.00 Down 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 06
Full year 2025 earnings: EPS misses analyst expectations Full 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. Duyuru • Oct 13
Adient and Autoliv Unveil Breakthrough in Dynamic Seat Safety Solutions Adient 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. Buy Or Sell Opportunity • Aug 12
Now 21% overvalued after recent price rise Over 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 10
President recently sold US$273k worth of stock On 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. Reported Earnings • Aug 07
Third quarter 2025 earnings: EPS and revenues exceed analyst expectations Third 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. Price Target Changed • Jul 16
Price target increased by 8.1% to US$26.60 Up 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. Duyuru • Jul 15
Adient Launches New Mechanical Massage Seat Solution Adient 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. Price Target Changed • May 16
Price target increased by 8.0% to US$22.09 Up 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 07
Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Second 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. Duyuru • May 07
Adient plc Maintains Earnings Guidance for the Fiscal Year 2025 Adient 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. Price Target Changed • Apr 22
Price target decreased by 7.1% to US$22.40 Down 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 15
Price target decreased by 8.9% to US$22.60 Down 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. Duyuru • Jan 30
An 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 29
Price target decreased by 7.6% to US$25.50 Down 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 28
First quarter 2025 earnings released First 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 24
Price target decreased by 7.1% to US$26.10 Down 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. Duyuru • Jan 23
Adient plc, Annual General Meeting, Mar 11, 2025 Adient plc, Annual General Meeting, Mar 11, 2025. Location: radisson blu hotel, dublin airport, dublin Ireland Major Estimate Revision • Jan 21
Consensus 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. Recent Insider Transactions • Dec 06
Executive Vice President - Americas recently sold US$233k worth of stock On 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. Major Estimate Revision • Nov 15
Consensus 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. Reported Earnings • Nov 10
Full year 2024 earnings: EPS exceeds analyst expectations Full 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 16
Consensus EPS estimates fall from profit to US$0.29 loss The 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. Major Estimate Revision • Oct 06
Consensus 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 20
Consensus 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. Major Estimate Revision • Aug 13
Consensus 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. Price Target Changed • Aug 08
Price target decreased by 8.5% to US$33.20 Down 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 07
Third quarter 2024 earnings: EPS and revenues miss analyst expectations Third 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 06
Investor 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. Duyuru • Aug 06
Adient plc Updates Consolidated Earnings Guidance for the Full Year of 2024 Adient 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. Major Estimate Revision • Jul 11
Consensus 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. Major Estimate Revision • May 15
Consensus 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 10
Consensus 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 06
Price target decreased by 7.2% to US$38.60 Down 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 04
Second 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. Recent Insider Transactions • Feb 18
Executive VP recently sold US$337k worth of stock On 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 16
Executive VP notifies of intention to sell stock Heather 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 14
Consensus 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. Reported Earnings • Feb 08
First quarter 2024 earnings: EPS and revenues miss analyst expectations First 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. Duyuru • Jan 24
Adient plc, Annual General Meeting, Mar 12, 2024 Adient 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. Recent Insider Transactions • Dec 21
CFO & Executive VP recently sold US$633k worth of stock On the 15th of December, Jerome Dorlack sold around 18k shares on-market at roughly US$35.38 per share. This transaction amounted to 12% 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. Recent Insider Transactions Derivative • Dec 17
CFO & Executive VP notifies of intention to sell stock Jerome Dorlack intends to sell 18k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of December. If the sale is conducted around the recent share price of US$35.86, it would amount to US$641k. Since March 2023, Jerome's direct individual holding has increased from 101.14k shares to 155.49k. Company insiders have collectively sold US$1.9m more than they bought, via options and on-market transactions in the last 12 months.