| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 91 | 35.0x | 17.8x | Top tier | |
Growth | 36 | 5.0% | 7.1% | Bottom tier | |
Quality | 49 | 7.1% | 4.5% | Around median | |
Safety | 47 | 2.5x | 2.6x | Around median | |
Capital Return | 40 | — | 2.12% | Bottom tier | |
Momentum | 24 | -25.7% | 2.9% | Bottom tier | |
Sentiment | 61 | 8 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Adient plc is a global supplier of automotive seating systems and components, generating revenue by designing, engineering, and manufacturing seating solutions for automakers across the Americas, Europe, the Middle East and Africa, and Asia. Its capabilities include complete seating systems, foam, trim, and metal components, just-in-time assembly, and high-value content such as zero-gravity, massage, and power-swivel seats; revenue continuity is underpinned by long-cycle vehicle programs and embedded customer relationships.
In fiscal Q3 2026, consolidated revenue increased 5% year over year to approximately $3.9 billion, but adjusted EBITDA remained nearly flat at $225 million, with a 5.7% margin. Adjusted net income was $38 million, or $0.48 per share, unchanged year over year, while the company absorbed approximately $32 million in costs from Middle East and customer and supplier disruptions; it estimated that the margin would have been in the mid-6% range excluding these items.
Regionally, adjusted EBITDA reached $125 million in the Americas, up $13 million year over year, compared with $14 million in Europe, the Middle East and Africa, down $7 million, and $107 million in Asia, down $6 million. Consolidated sales in China grew by approximately 33%, supported by increased production at NIO, Leapmotor, and Nissan, while unconsolidated sales declined by approximately 17% due to lower volumes on legacy internal combustion engine vehicle platforms.
Automated analysis for informational purposes only — not investment advice.
The analyst consensus on ADNT is “Neutral,” with an average price target of $28 and a wide range between $21 and $34; the average is slightly above the 52-week range high of $27.32, while the range low is $17.68. This dispersion reflects the balance between China growth, new programs, and strong liquidity versus flat adjusted earnings, cost pressures, China margin contraction, and uncertainty surrounding fiscal 2027 restructuring.
Figures in the text are as of 2026-09-01; the live price is shown at the top of the page.
Revenue increased 5% year over year to approximately $3.9 billion due to volumes, pricing, and foreign exchange, with particular strength in the Americas and Asia. Adjusted EBITDA was $225 million with a 5.7% margin, while adjusted net income remained stable at $38 million, or $0.48 per share. The company absorbed approximately $32 million in costs from the Middle East and customer and supplier disruptions and estimated that the margin would have been in the mid-6% range without these items.
Consolidated sales in China increased by approximately 33% year over year in fiscal Q3 2026 as production of NIO, Leapmotor, and Nissan programs ramped up. The portfolio is shifting toward local automakers gaining market share, and Adient became NIO's preferred primary seating supplier and received the Guardianship Award. In contrast, unconsolidated sales declined by approximately 17% as legacy internal combustion engine vehicle platforms weakened, and management expects approximately 100 basis points of pressure on China margins during fiscal 2026.
Platform wins include the Ram Dakota, Honda Pilot, and Tata Nexon, alongside integrated launches in the Volvo EX60 and Mercedes-Benz AMG.EA-GT. ProForce Massage Flow is moving into production with the Changan Avatr E518 and Dongfeng Voyah H77B, while the Leapmotor D99 includes zero-gravity and power-swivel seats. The Nissan Elgrand showcases Adient's capabilities in high-content seating, vertical integration, AI-assisted weld inspection, and automated assembly.
Middle East-related costs reached approximately $20 million in fiscal Q3 2026 and included higher freight, fuel, and resin costs used in foam operations. Management expects these costs to range between $35 and $40 million in fiscal 2026, with part of the pressure continuing into fiscal Q4 2026. Cost pass-through and escalation mechanisms exist in approximately 90% of the foam business, but recoveries typically lag by approximately two fiscal quarters.
The company generated free cash flow of $138 million in fiscal Q3 2026, bringing the fiscal year-to-date total to $161 million. Quarter-end liquidity was approximately $1.8 billion, consisting of $924 million in cash and approximately $834 million in available facilities, with leverage of 1.7 times. Adient repurchased approximately 1.3 million shares for $30 million during the quarter, bringing fiscal year-to-date repurchases to $55 million, with approximately $80 million remaining under the existing authorization.
The company will issue its official fiscal 2027 guidance in November 2026 after gaining clarity on vehicle production, currencies, trade policy, input costs, capital expenditures, and restructuring. Management expects above-market growth in the Americas and China, but approximately $90 million of low-margin metals business in Europe, the Middle East and Africa and approximately $100 million in the Americas are expected to exit during fiscal 2027. Automation spending is also expected to increase, while restructuring charges may be volatile, and the cost of closing a facility associated with a specific platform could reach $30 million or more.
