Adient (NYSE:ADNT) Issues Quarterly Earnings Results, Beats Estimates By $0.08 EPS

Adient (NYSE:ADNT) released its earnings results on Wednesday. The company reported $0.52 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.44 by $0.08, FiscalAI reports. Adient had a net margin of 0.39% and a return on equity of 7.28%. The company had revenue of $3.87 billion for the quarter, compared to analyst estimates of $3.62 billion. During the same period in the prior year, the firm earned $0.69 EPS. The firm’s quarterly revenue was up 7.0% on a year-over-year basis.

Here are the key takeaways from Adient’s conference call:

• Raised FY26 guidance — revenue now ~ $14.8B, adjusted EBITDA ~ $885M and free cash flow ~ $130M, driven by FX tailwinds, improved customer production schedules and regional growth.
• China outperformance but margin headwind — China sales grew ~10% in Q2 and ~70% of new wins are with local OEMs, yet management expects roughly a 100 basis‑point margin compression as mix shifts to lower‑margin domestic platforms.
• Onshoring and conquest momentum — wins include ~200k units from the Chevrolet Equinox and ~180k from Volkswagen in South America, lifting booked business to ~$400M for FY27 and ~$630M for FY28 (~700k incremental vehicles).
• Vertical integration expansion — completed a tuck‑in foam plant acquisition in Romulus, MI and increased North American vertical integration to ~80–85%, enhancing supply assurance and execution flexibility.
• Near‑term cost and execution risks — management flagged ~$35M of input cost headwinds (Middle East conflict and a LyondellBasell disruption), paused buybacks amid uncertainty, and cited temporary customer‑driven production inefficiencies that reduced Q2 adjusted EBITDA.

Adient Trading Up 4.0%

Shares of ADNT traded up $0.88 during mid-day trading on Friday, hitting $22.74. The company had a trading volume of 1,336,873 shares, compared to its average volume of 1,043,365. Adient has a 1-year low of $13.93 and a 1-year high of $27.32. The business’s 50-day simple moving average is $21.17 and its 200-day simple moving average is $21.31. The stock has a market cap of $1.78 billion, a PE ratio of 32.02, a P/E/G ratio of 0.52 and a beta of 1.48. The company has a quick ratio of 0.88, a current ratio of 1.10 and a debt-to-equity ratio of 1.18.

Hedge Funds Weigh In On Adient

Large investors have recently bought and sold shares of the stock. Royal Bank of Canada grew its stake in shares of Adient by 11.6% during the 1st quarter. Royal Bank of Canada now owns 22,429 shares of the company’s stock valued at $289,000 after buying an additional 2,331 shares during the period. AQR Capital Management LLC boosted its holdings in Adient by 171.1% in the first quarter. AQR Capital Management LLC now owns 238,913 shares of the company’s stock valued at $2,977,000 after acquiring an additional 150,792 shares during the last quarter. Dynamic Technology Lab Private Ltd acquired a new position in Adient in the first quarter valued at $236,000. First Trust Advisors LP grew its position in Adient by 6.8% during the second quarter. First Trust Advisors LP now owns 273,823 shares of the company’s stock valued at $5,329,000 after acquiring an additional 17,400 shares during the period. Finally, Amundi acquired a new stake in Adient during the second quarter worth about $269,000. Hedge funds and other institutional investors own 92.44% of the company’s stock.

Analyst Ratings Changes

ADNT has been the subject of a number of analyst reports. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $31.00 price objective on shares of Adient in a research report on Thursday. Wall Street Zen upgraded shares of Adient from a “hold” rating to a “buy” rating in a research report on Friday, January 23rd. UBS Group lifted their target price on shares of Adient from $32.00 to $33.00 and gave the stock a “buy” rating in a research note on Thursday. Bank of America initiated coverage on Adient in a report on Wednesday, March 4th. They issued an “underperform” rating and a $22.00 price target for the company. Finally, Barclays decreased their price objective on Adient from $27.00 to $26.00 and set an “equal weight” rating on the stock in a report on Monday, March 30th. Five research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, Adient currently has a consensus rating of “Hold” and an average target price of $27.67.

Adient Company Profile

Adient plc (NYSE: ADNT) is a leading global supplier of automotive seating and interior components. Established in 2016 through a spin-off from Johnson Controls, the company designs, engineers and manufactures complete seat assemblies, seat structures, mechanisms, foams, textiles, trim and electronics. Adient’s product portfolio spans a wide range of seating solutions, from entry-level designs to luxury and high-performance seats, and extends to interior modules such as door panels and center consoles.

Serving major original equipment manufacturers (OEMs) around the world, Adient works closely with automakers to develop lightweight, comfortable and safety-oriented seating systems.