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Adient plc

ADNT

Consumer Cyclical · 17.57 +4.3% today

Participation confirmed · construction unavailableMarket checked 1 Oct, 15:55 GMT-4

Market read

Adient plc's move is spreading beyond its market group.

No new filing conclusion is available. 6 of 15 group members are active now; 1 filing-linked outsider is moving with the group, and 0 of 10 directly disclosed connections are confirming.

Company+4.3% todayVolume comparison unavailable
Market group6 of 15 activeConstruction Building Products · inactive
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • At least 10 of 15 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • MBC remains aligned with the group in the next market snapshot.

Invalidation: The live read weakens if participation falls to 5 of 15 members or fewer.

Watch this read

Research brief

The story so far

Consumer Cyclical · Auto Parts

No new filing conclusion is available. 6 of 15 group members are active now; 1 filing-linked outsider is 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
  • At least 10 of 15 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • MBC remains aligned with the group in the next market snapshot.

Company research

Understand the business, not just the ticker

As of Oct 1, 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 observations334
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 Oct 1, 2026

17.57
6m-10.3%12m-30.3%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

17.57+4.3% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 1 Oct, 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 Follower in the organic co-movement group Construction Building Products. 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.

Context history

Theme membership history

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