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Adient plc

ADNT

Consumer Cyclical · 18.82 +2.7% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Adient plc's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 9 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 10 directly disclosed connections are confirming.

Company+2.7% todayVolume comparison unavailable
Market group0 of 9 activeEconomic Cyclicals · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • ADNT's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if ADNT's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Cyclical · Auto Parts

No new filing conclusion is available. 0 of 9 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 10 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • ADNT's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations319
Usable filing statements132
Verified relationships9
Evidence supporting the case

No qualifying supportive evidence was identified.

Evidence challenging the case
  • Latest annual revenue changed -1.0% year over year.
  • Net margin changed -2.1 percentage points in the latest annual period.
  • Demand and volume has repeated adverse evidence across 4 filings.
  • Restructuring and cost reductions has repeated adverse evidence across 4 filings.
Questions before a position
  • EV/sales is 85% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

18.82
6m-22.6%12m-26.4%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-09-30$13.7B+8.0%$11.58+2.0%
2022-09-30$14.1B+3.2%$-1.27-0.9%
2023-09-30$15.4B+9.0%$2.15+0.6%
2024-09-30$14.7B-4.6%$0.20-5.6%
2025-09-30$14.5B-1.0%$-3.39-7.9%

What management says matters

Persistent and emerging business drivers

Demand and volumemixed · 4 filings
Net sales increased during the first six months of fiscal 2026 by $117 million primarily as a result of the favorable impact of foreign currencies ($228 million), partially offset by lower production volumes as a result of softening customer demand and strate…
10-Q · May 6, 2026
Restructuring and cost reductionsnegative · 4 filings
Adient currently estimates that upon completion of the restructuring actions, the 2026 Plan will reduce annual operating costs by approximately $15 million, which is primarily the result of lower costs of sales and SG&A due to reduced employee-related costs;…
10-Q · May 6, 2026
Tariffs and trade policymixed · 4 filings
Adjusted EBITDA increased during the second quarter of fiscal 2026 by $15 million due to favorable net operating performance reflecting favorable customer pricing and the net impact of tariffs, partially offset by unfavorable material cost adjustments, higher…
10-Q · May 6, 2026
Capital investment and capacitymixed · 3 filings
Capital expenditures: Capital expenditures during the first six months of fiscal 2026 were driven by higher levels of investments in artificial intelligence ("AI"), automation and innovation as well as expenditures related to new and replacement programs.
10-Q · May 6, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 0.1× · EV/sales 0.1×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

18.82+2.7% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for ADNT. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for ADNT. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind ADNT

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

FFord Motor CompanycustomerNov 18, 2025

Customers Adient is a supplier to all of the global OEMs and has longstanding relationships with premier automotive manufacturers, including BMW, Mercedes-Benz Group, Ford Motor Company, General Motors Company, Honda Motor Company, Hyundai Motor Company, Jagu…

GMGeneral Motors CompanycustomerNov 18, 2025

Customers Adient is a supplier to all of the global OEMs and has longstanding relationships with premier automotive manufacturers, including BMW, Mercedes-Benz Group, Ford Motor Company, General Motors Company, Honda Motor Company, Hyundai Motor Company, Jagu…

Depended on by

THRM11.0% of THRMcustomerFeb 19, 2026

For 2025, our revenues from sales to our two largest customers, Lear Corporation (“Lear”) and Adient plc (“Adient”) were $234 million and $164 million, respectively, representing 16% and 11% of our product revenues, respectively.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ADNT is currently a Participant in the organic co-movement group Economic Cyclicals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for ADNT; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.