Adient (ADNT)
Market Price (11/7/2026): $16.305 | Market Cap: $1.2 BilSector: Consumer Discretionary | Industry: Automotive Parts & Equipment
Adient (ADNT)
Market Price (11/7/2026): $16.305Market Cap: $1.2 BilSector: Consumer DiscretionaryIndustry: Automotive Parts & Equipment
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldFCF Yield is 23% Low stock price volatilityVol 12M is 49% Megatrend and thematic driversMegatrends include Electric Vehicles & Autonomous Driving, and Advanced Materials. Themes include EV Manufacturing, Autonomous Driving Technology, Show more. | Weak multi-year price returns2Y Excs Rtn is -52%, 3Y Excs Rtn is -133% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 115% Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -0.3% Key risksADNT key risks include [1] reduced market share in China following the sale of a major joint venture, Show more. |
| Attractive yieldFCF Yield is 23% |
| Low stock price volatilityVol 12M is 49% |
| Megatrend and thematic driversMegatrends include Electric Vehicles & Autonomous Driving, and Advanced Materials. Themes include EV Manufacturing, Autonomous Driving Technology, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -52%, 3Y Excs Rtn is -133% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 115% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -0.3% |
| Key risksADNT key risks include [1] reduced market share in China following the sale of a major joint venture, Show more. |
Qualitative Assessment
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Updated on 11/4/2026
Adient (ADNT) stock has lost about 25% since 7/31/2026 because of the following key factors:
1. Adient's fiscal Q3 2026 earnings, reported in early August 2026, missed analyst expectations for adjusted earnings per share (EPS) and showed significant margin compression. Adient reported adjusted EPS of $0.48, missing the Zacks Consensus Estimate of $0.53 by 9.4%. Although revenue of $3.93 billion surpassed estimates, adjusted EBITDA remained essentially flat at $225 million compared to fiscal Q3 2025, leading to an overall margin deceleration to 5.7%. A key factor was a 250 basis point drop in the Asia segment's margin to 13.2%, driven by a shift toward Chinese domestic OEMs proving more costly than anticipated. The company also cited higher commodity and freight expenses, along with approximately $20 million in Middle East-related headwinds, as contributing to the pressure.
2. Fiscal Q4 2026 results and the subsequent fiscal 2027 outlook, announced on November 4, 2026, revealed a GAAP net loss, an adjusted EPS miss, and a weaker revenue and free cash flow forecast. For fiscal Q4 2026, Adient reported a GAAP net loss of ($47) million and diluted EPS of ($0.62). Adjusted EPS of $0.52 fell short of analysts' estimates of $0.66 by 21.2%. Looking ahead, Adient projected fiscal 2027 revenue of $14.8 billion to $15.0 billion, a decline from fiscal 2026's $15.2 billion, primarily due to anticipated lower global automotive production volumes. Furthermore, fiscal 2027 free cash flow was guided to be "more than $100 million," a significant decrease from $222 million in fiscal 2026, partly due to approximately $60 million of timing benefits pulled forward and higher capital expenditures.
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Adient (ADNT) stock has lost about 25% since 7/31/2026 because of the following key factors:
1. Adient's fiscal Q3 2026 earnings, reported in early August 2026, missed analyst expectations for adjusted earnings per share (EPS) and showed significant margin compression. Adient reported adjusted EPS of $0.48, missing the Zacks Consensus Estimate of $0.53 by 9.4%. Although revenue of $3.93 billion surpassed estimates, adjusted EBITDA remained essentially flat at $225 million compared to fiscal Q3 2025, leading to an overall margin deceleration to 5.7%. A key factor was a 250 basis point drop in the Asia segment's margin to 13.2%, driven by a shift toward Chinese domestic OEMs proving more costly than anticipated. The company also cited higher commodity and freight expenses, along with approximately $20 million in Middle East-related headwinds, as contributing to the pressure.
2. Fiscal Q4 2026 results and the subsequent fiscal 2027 outlook, announced on November 4, 2026, revealed a GAAP net loss, an adjusted EPS miss, and a weaker revenue and free cash flow forecast. For fiscal Q4 2026, Adient reported a GAAP net loss of ($47) million and diluted EPS of ($0.62). Adjusted EPS of $0.52 fell short of analysts' estimates of $0.66 by 21.2%. Looking ahead, Adient projected fiscal 2027 revenue of $14.8 billion to $15.0 billion, a decline from fiscal 2026's $15.2 billion, primarily due to anticipated lower global automotive production volumes. Furthermore, fiscal 2027 free cash flow was guided to be "more than $100 million," a significant decrease from $222 million in fiscal 2026, partly due to approximately $60 million of timing benefits pulled forward and higher capital expenditures.
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Updated on 11/4/2026
Adient (ADNT) stock has lost about 25% since 7/31/2026 because of the following key factors:
1. Adient's fiscal Q3 2026 earnings, reported in early August 2026, missed analyst expectations for adjusted earnings per share (EPS) and showed significant margin compression. Adient reported adjusted EPS of $0.48, missing the Zacks Consensus Estimate of $0.53 by 9.4%. Although revenue of $3.93 billion surpassed estimates, adjusted EBITDA remained essentially flat at $225 million compared to fiscal Q3 2025, leading to an overall margin deceleration to 5.7%. A key factor was a 250 basis point drop in the Asia segment's margin to 13.2%, driven by a shift toward Chinese domestic OEMs proving more costly than anticipated. The company also cited higher commodity and freight expenses, along with approximately $20 million in Middle East-related headwinds, as contributing to the pressure.
2. Fiscal Q4 2026 results and the subsequent fiscal 2027 outlook, announced on November 4, 2026, revealed a GAAP net loss, an adjusted EPS miss, and a weaker revenue and free cash flow forecast. For fiscal Q4 2026, Adient reported a GAAP net loss of ($47) million and diluted EPS of ($0.62). Adjusted EPS of $0.52 fell short of analysts' estimates of $0.66 by 21.2%. Looking ahead, Adient projected fiscal 2027 revenue of $14.8 billion to $15.0 billion, a decline from fiscal 2026's $15.2 billion, primarily due to anticipated lower global automotive production volumes. Furthermore, fiscal 2027 free cash flow was guided to be "more than $100 million," a significant decrease from $222 million in fiscal 2026, partly due to approximately $60 million of timing benefits pulled forward and higher capital expenditures.
3. Persistent macroeconomic headwinds and geopolitical disruptions significantly impacted Adient's operations and profitability. The company faced weakening global automotive production forecasts, particularly in China, where growth was expected to slow from 12.2% in 2025 to 1.9% in 2026, with domestic car sales projected to decline by 5.5%. Adient reported approximately $41 million in costs during fiscal 2026 related to the Middle East conflict, elevated steel and chemical prices, and operational inefficiencies across various regions. Ongoing challenges in the EMEA region, marked by lower volumes and an unfavorable customer mix, also contributed to the difficult operating environment.
4. Analyst ratings and price targets were lowered in response to the challenging financial performance and outlook. Throughout October 2026, several prominent investment firms revised their outlooks for Adient. Stifel, Barclays, and UBS maintained their ratings but reduced their price targets by $2 to $6 per share. Bank of America Securities reiterated a "Sell" rating and lowered its price target from $22 to $18 on October 20, 2026. These adjustments reflected growing caution from the financial community regarding Adient's ability to navigate margin pressures and a difficult industry landscape.
Show less
Adient (ADNT) stock has lost about 25% since 7/31/2026 because of the following key factors:
1. Adient's fiscal Q3 2026 earnings, reported in early August 2026, missed analyst expectations for adjusted earnings per share (EPS) and showed significant margin compression. Adient reported adjusted EPS of $0.48, missing the Zacks Consensus Estimate of $0.53 by 9.4%. Although revenue of $3.93 billion surpassed estimates, adjusted EBITDA remained essentially flat at $225 million compared to fiscal Q3 2025, leading to an overall margin deceleration to 5.7%. A key factor was a 250 basis point drop in the Asia segment's margin to 13.2%, driven by a shift toward Chinese domestic OEMs proving more costly than anticipated. The company also cited higher commodity and freight expenses, along with approximately $20 million in Middle East-related headwinds, as contributing to the pressure.
2. Fiscal Q4 2026 results and the subsequent fiscal 2027 outlook, announced on November 4, 2026, revealed a GAAP net loss, an adjusted EPS miss, and a weaker revenue and free cash flow forecast. For fiscal Q4 2026, Adient reported a GAAP net loss of ($47) million and diluted EPS of ($0.62). Adjusted EPS of $0.52 fell short of analysts' estimates of $0.66 by 21.2%. Looking ahead, Adient projected fiscal 2027 revenue of $14.8 billion to $15.0 billion, a decline from fiscal 2026's $15.2 billion, primarily due to anticipated lower global automotive production volumes. Furthermore, fiscal 2027 free cash flow was guided to be "more than $100 million," a significant decrease from $222 million in fiscal 2026, partly due to approximately $60 million of timing benefits pulled forward and higher capital expenditures.
3. Persistent macroeconomic headwinds and geopolitical disruptions significantly impacted Adient's operations and profitability. The company faced weakening global automotive production forecasts, particularly in China, where growth was expected to slow from 12.2% in 2025 to 1.9% in 2026, with domestic car sales projected to decline by 5.5%. Adient reported approximately $41 million in costs during fiscal 2026 related to the Middle East conflict, elevated steel and chemical prices, and operational inefficiencies across various regions. Ongoing challenges in the EMEA region, marked by lower volumes and an unfavorable customer mix, also contributed to the difficult operating environment.
4. Analyst ratings and price targets were lowered in response to the challenging financial performance and outlook. Throughout October 2026, several prominent investment firms revised their outlooks for Adient. Stifel, Barclays, and UBS maintained their ratings but reduced their price targets by $2 to $6 per share. Bank of America Securities reiterated a "Sell" rating and lowered its price target from $22 to $18 on October 20, 2026. These adjustments reflected growing caution from the financial community regarding Adient's ability to navigate margin pressures and a difficult industry landscape.
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Stock Movement Drivers
Fundamental Drivers
The -22.5% change in ADNT stock from 7/31/2026 to 11/6/2026 was primarily driven by a -19.7% change in the company's Net Income Margin (%).| (LTM values as of) | 7312026 | 11062026 | Change |
|---|---|---|---|
| Stock Price ($) | 21.04 | 16.30 | -22.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 14,938 | 15,126 | 1.3% |
| Net Income Margin (%) | 0.4% | 0.3% | -19.7% |
| P/E Multiple | 28.0 | 26.5 | -5.1% |
| Shares Outstanding (Mil) | 78 | 78 | 0.4% |
| Cumulative Contribution | -22.5% |
Market Drivers
7/31/2026 to 11/6/2026| Return | Correlation | |
|---|---|---|
| ADNT | -22.5% | |
| Market (SPY) | -1.6% | 26.6% |
| Sector (XLY) | 1.3% | 37.5% |
Fundamental Drivers
The -22.6% change in ADNT stock from 4/30/2026 to 11/6/2026 was primarily driven by a -25.4% change in the company's P/S Multiple.| (LTM values as of) | 4302026 | 11062026 | Change |
|---|---|---|---|
| Stock Price ($) | 21.05 | 16.30 | -22.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 14,684 | 15,126 | 3.0% |
| P/S Multiple | 0.1 | 0.1 | -25.4% |
| Shares Outstanding (Mil) | 79 | 78 | 0.8% |
| Cumulative Contribution | -22.6% |
Market Drivers
4/30/2026 to 11/6/2026| Return | Correlation | |
|---|---|---|
| ADNT | -22.6% | |
| Market (SPY) | 2.6% | 36.3% |
| Sector (XLY) | -0.5% | 39.7% |
Fundamental Drivers
The -29.7% change in ADNT stock from 10/31/2025 to 11/6/2026 was primarily driven by a -37.4% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 11062026 | Change |
|---|---|---|---|
| Stock Price ($) | 23.19 | 16.30 | -29.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 14,409 | 15,126 | 5.0% |
| P/S Multiple | 0.1 | 0.1 | -37.4% |
| Shares Outstanding (Mil) | 84 | 78 | 6.9% |
| Cumulative Contribution | -29.7% |
Market Drivers
10/31/2025 to 11/6/2026| Return | Correlation | |
|---|---|---|
| ADNT | -29.7% | |
| Market (SPY) | 8.7% | 34.1% |
| Sector (XLY) | -1.4% | 34.6% |
Fundamental Drivers
The -51.6% change in ADNT stock from 10/31/2023 to 11/6/2026 was primarily driven by a -57.7% change in the company's Net Income Margin (%).| (LTM values as of) | 10312023 | 11062026 | Change |
|---|---|---|---|
| Stock Price ($) | 33.69 | 16.30 | -51.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 15,316 | 15,126 | -1.2% |
| Net Income Margin (%) | 0.8% | 0.3% | -57.7% |
| P/E Multiple | 27.6 | 26.5 | -3.8% |
| Shares Outstanding (Mil) | 94 | 78 | 20.5% |
| Cumulative Contribution | -51.6% |
Market Drivers
10/31/2023 to 11/6/2026| Return | Correlation | |
|---|---|---|
| ADNT | -51.6% | |
| Market (SPY) | 81.9% | 41.9% |
| Sector (XLY) | 58.2% | 43.6% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ADNT Return | 38% | -28% | 5% | -53% | 11% | -15% | -53% |
| Peers Return | 13% | -24% | 6% | -31% | -2% | 22% | -26% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 105% |
Monthly Win Rates [3] | |||||||
| ADNT Win Rate | 67% | 42% | 33% | 8% | 42% | 45% | |
| Peers Win Rate | 53% | 38% | 45% | 33% | 50% | 47% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 45% | |
Max Drawdowns [4] | |||||||
| ADNT Max Drawdown | -33% | -45% | -36% | -54% | -43% | -40% | |
| Peers Max Drawdown | -28% | -44% | -33% | -40% | -37% | -33% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: LEA, MGA, GNTX, THRM, CVGI. See ADNT Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 11/6/2026 (YTD)
How Low Can It Go
| Event | ADNT | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -39.4% | -18.8% |
| % Gain to Breakeven | 65.0% | 23.1% |
| Time to Breakeven | 63 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -11.8% | -7.8% |
| % Gain to Breakeven | 13.4% | 8.5% |
| Time to Breakeven | 46 days | 18 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -20.2% | -6.7% |
| % Gain to Breakeven | 25.3% | 7.1% |
| Time to Breakeven | 42 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -76.5% | -33.7% |
| % Gain to Breakeven | 324.7% | 50.9% |
| Time to Breakeven | 237 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -58.8% | -19.2% |
| % Gain to Breakeven | 142.7% | 23.8% |
| Time to Breakeven | 708 days | 105 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -10.4% | -3.7% |
| % Gain to Breakeven | 11.7% | 3.9% |
| Time to Breakeven | 12 days | 6 days |
In The Past
Adient's stock fell -39.4% during the 2025 US Tariff Shock. Such a loss loss requires a 65.0% gain to breakeven.
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Asset Allocation
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| Event | ADNT | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -39.4% | -18.8% |
| % Gain to Breakeven | 65.0% | 23.1% |
| Time to Breakeven | 63 days | 79 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -20.2% | -6.7% |
| % Gain to Breakeven | 25.3% | 7.1% |
| Time to Breakeven | 42 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -76.5% | -33.7% |
| % Gain to Breakeven | 324.7% | 50.9% |
| Time to Breakeven | 237 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -58.8% | -19.2% |
| % Gain to Breakeven | 142.7% | 23.8% |
| Time to Breakeven | 708 days | 105 days |
In The Past
Adient's stock fell -39.4% during the 2025 US Tariff Shock. Such a loss loss requires a 65.0% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Adient (ADNT)
Adient plc (ADNT) is a global specialist in the automotive seating industry. The company focuses on the design, development, manufacturing, and marketing of comprehensive seating systems and critical components for passenger cars, commercial vehicles, and light trucks. Essentially, Adient supplies the fundamental elements that constitute a vehicle's seating.
Its core product offerings include a wide array of seating solutions, such as frames, mechanisms, and foams, which form the structural and comfort basis of seats. Additionally, Adient provides essential interior components like head restraints, armrests, and trim covers, contributing to both the safety and aesthetic appeal of vehicle interiors.
Adient primarily serves automotive original equipment manufacturers (OEMs) around the world. The company has a significant global presence, operating in major automotive markets across the Americas (including North and South America), Europe, the Middle East, Africa, and the Asia Pacific region, demonstrating its broad reach in supplying the global automotive industry.
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Here are a few brief analogies for Adient:
- Intel for car seats.
- The Bosch of car seats.
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- Seating Systems: Complete automotive seating solutions for passenger cars, commercial vehicles, and light trucks.
- Seating Components: Individual parts such as frames, mechanisms, foams, head restraints, armrests, and trim covers that make up automotive seating.
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Major Customers of Adient (ADNT)
Adient plc primarily sells its automotive seating systems and components to other companies, specifically major original equipment manufacturers (OEMs) in the automotive industry worldwide. Its major customers include:
- Ford Motor Company (F)
- General Motors Company (GM)
- Stellantis N.V. (STLA)
- Toyota Motor Corporation (TM)
- Volkswagen AG (VWAGY)
- Honda Motor Co., Ltd. (HMC)
- Hyundai Motor Company (HYMLF)
- Kia Corporation (KIAMY)
- Mercedes-Benz Group AG (MBGYY)
- Bayerische Motoren Werke AG (BMWYY)
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Jerome Dorlack
President and Chief Executive Officer
Jerome Dorlack was appointed President and Chief Executive Officer of Adient in January 2024. He previously served as the Executive Vice President and Chief Financial Officer for Adient from 2022 to 2023. Before becoming CFO, he held the roles of Executive Vice President, Americas, from 2019 to 2022 and Vice President and Chief Purchasing Officer until 2019, having joined Adient in 2018. Prior to Adient, Mr. Dorlack's career included positions as Senior Vice President and President of Electrical Distribution Systems and President of South America Operations for Aptiv plc. He also served as Vice President, Powertrain Systems and General Manager, Global Powertrain Products at Delphi Automotive plc. His extensive automotive industry experience also includes 17 years in various roles at ZF/TRW Automotive, encompassing engineering, commercial, quality, operations, and purchasing.
Mark Oswald
Executive Vice President and Chief Financial Officer
Mark Oswald became Executive Vice President and Chief Financial Officer of Adient in January 2024. In this role, he oversees the company's financial activities, including operations finance, planning, accounting, treasury, tax, audit, and investor relations. Before his current appointment, Mr. Oswald served as Adient's Vice President, Treasurer, Investor Relations, and Corporate Communications from 2020 to 2024. He also held the titles of Vice President Investor Relations and Corporate Communications (2018-2020) and Vice President Investor Relations (2016-2018) at Adient. Earlier in his career, from 1994 to 2016, Mr. Oswald held various investor relations and finance positions at General Motors, TRW Automotive, and Ford Motor Company.
Douglas Del Grosso
Former President and Chief Executive Officer
Douglas Del Grosso served as President and Chief Executive Officer of Adient from October 2018 until his retirement in December 2023. Before joining Adient, he was President and Chief Operating Officer of Chassix Inc., a privately held automotive parts supplier, from 2016 to 2018. From 2012 to 2015, Mr. Del Grosso was President and Chief Executive Officer at Henniges Automotive, a manufacturer of automotive sealing and anti-vibration systems, which was acquired by the private investment firm Littlejohn & Co. in 2010. He also held leadership roles at TRW Automotive from 2007 to 2012, including Vice President and General Manager for global braking and suspension operations, and spent over 20 years at Lear Corporation in various operational roles, culminating in President and Chief Operating Officer.
Jim Conklin
Executive Vice President, Americas
Jim Conklin assumed the role of Executive Vice President, Americas, at Adient effective December 1, 2022. Prior to this, he served as Adient's Vice President, North America operations. Mr. Conklin has been with Adient in various roles of increasing responsibility since October 2000.
Heather M. Tiltmann
Executive Vice President, Chief Legal & Human Resource Officer and Corporate Secretary
Heather M. Tiltmann serves as Adient's Executive Vice President, Chief Legal & Human Resource Officer and Corporate Secretary.
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The key risks for Adient plc (ADNT) primarily stem from its deep ties to the cyclical automotive industry and its financial structure.
- Cyclical and Volatile Global Automotive Market: Adient's business is highly dependent on the global automotive production volumes and schedules, which are inherently cyclical and subject to significant volatility. Fluctuations in vehicle production, influenced by economic conditions, consumer demand, and supply chain disruptions, directly impact Adient's revenue and profitability. For instance, the company's full-year 2025 outlook was pressured by reduced sales forecasts, largely due to lower customer production volumes in regions like EMEA and China.
- Financial Leverage and Health: Adient carries a higher debt load compared to its industry peers, making it more susceptible to financial distress. The company's gross debt was approximately $2.4 billion for the fiscal year ending September 30, 2025, with a net debt of about $1.4 billion. Its debt-to-equity ratio of approximately 1.11 suggests it relies more on debt than the industry average, which is a key factor for investors to monitor. Furthermore, indicators like the Altman Z-Score have placed Adient in the distress zone, signaling a potential risk of bankruptcy within two years.
- Profitability Challenges in Key Regions: Adient faces ongoing profitability pressures, particularly in its European operations. Despite being a significant contributor to revenue, the EMEA segment has been characterized by lower profit yields and ongoing macroeconomic headwinds, which strain production capabilities and impact market growth and margins. This regional exposure adds a specific layer of risk to the company's overall financial performance.
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The widespread adoption of autonomous vehicles and the growth of "mobility as a service" (MaaS) pose a clear emerging threat. This paradigm shift could fundamentally transform vehicle interiors from driver-centric cockpits to flexible living spaces, demanding radically different seating solutions (e.g., modular, reconfigurable lounge-like seating) that challenge traditional automotive seat designs and manufacturing processes. Furthermore, a significant increase in MaaS usage could lead to reduced private vehicle ownership, thereby diminishing the overall demand for new vehicle production and the traditional automotive seating systems Adient supplies to OEMs.
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Adient (ADNT) operates within the global automotive seating market, providing a range of seating systems and components for passenger cars, commercial vehicles, and light trucks. The addressable market sizes for its main products across key regions are substantial.
- Global Automotive Seating Market: The global automotive seating market was valued at approximately USD 72.3 billion in 2024 and is projected to reach around USD 96.8 billion by 2034, with a compound annual growth rate (CAGR) of 3% between 2025 and 2034. Other estimates place the market at USD 73.62 billion in 2024, growing to USD 90.51 billion by 2032 with a CAGR of 2.7%, and USD 93.8 billion in 2025, estimated to reach USD 127.5 billion by 2034 with a CAGR of 3.37% from 2026-2034.
- Asia-Pacific Automotive Seating Market: This region holds a significant share of the global market. The Asia-Pacific automotive seat market size was valued at USD 37.34 billion in 2023. Another report valued it at USD 12.85 billion in 2024, projected to reach USD 22.50 billion by 2031, growing at a CAGR of 7.2% from 2024 to 2031. Asia Pacific dominated the global market with a share of over 41.1% in 2025 and 54.44% in 2024. China's automotive seating market alone was worth over USD 27.6 billion in 2024.
- Europe Automotive Seating Market: The European automotive seat market was valued at USD 15.81 billion in 2025 and is estimated to grow from USD 16.45 billion in 2026 to USD 20.07 billion by 2031, at a CAGR of 4.06% during the forecast period (2026-2031). The Europe automotive modular seat market is projected to grow from USD 21.4 billion in 2025 to USD 38.9 billion by 2032, registering a CAGR of 8.7% during the forecast period. Other data indicates the Europe automotive seat market reached USD 25.0 billion in 2025 and is expected to reach USD 37.1 billion by 2034, exhibiting a growth rate (CAGR) of 4.47% during 2026-2034.
- North America Automotive Seating Market: The North America automotive seating market was valued at USD 25,412.3 million (approximately USD 25.41 billion) in 2025 and is expected to reach USD 32,124.7 million (approximately USD 32.12 billion) by 2034, growing at a CAGR of 2.3%. Another estimate shows the market at approximately USD 13.9 billion in 2024, estimated to reach US$20.3 billion by the end of 2031, with a CAGR of 5.6% from 2024 to 2031. North America accounted for around 33.6% of global automotive upholstery demand in 2024. The U.S. market alone is anticipated to reach US$24.19 billion in 2024.
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Adient (ADNT) anticipates several key drivers to fuel its future revenue growth over the next two to three years:
- Growth in China with Domestic OEMs: Adient expects continued double-digit growth in China through fiscal year 2028, with a projected exit rate of 60% of revenue originating from domestic Chinese original equipment manufacturers (OEMs). The company secured $1.2 billion in new business in China in Q4 2025, with 70% of this business coming from domestic OEMs.
- Onshoring Business Wins in the Americas: Adient has been awarded substantial onshoring business, representing an estimated incremental revenue opportunity of $500 million. Approximately $300 million of this is expected to impact fiscal year 2027, with the full $500 million contributing in fiscal year 2028.
- Favorable Volume and Pricing: The company's Q1 2026 revenue increase was primarily driven by improved volume and favorable pricing, a trend that is expected to continue contributing to future growth.
- New Program Launches and Innovation: Adient successfully launched multiple new programs in Q4 2025, reinforcing its position as a preferred supplier. Additionally, the company's innovation initiatives, such as the ModuTech modular seat platform, are expected to drive operational efficiencies and contribute to future revenue.
- Improved North American Vehicle Production Forecast: Adient's decision to raise its full-year 2026 guidance for revenue, adjusted EBITDA, and free cash flow reflects an improved outlook for vehicle production, particularly in North America.
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Share Repurchases
- A $600 million share repurchase program was authorized in November 2022 with no expiration date.
- As of February 4, 2026, Adient completed repurchases totaling $490.06 million under the November 2022 program.
- In fiscal year 2025, Adient returned $125 million to shareholders through share repurchases.
Outbound Investments
- Adient divested its main joint venture in China at the end of fiscal 2021.
- In January 2026, the company completed a joint venture in China by acquiring a 49% equity stake in SCI (Zhangjiakou) Co., Ltd., aimed at enhancing automotive seating solutions for the Chinese market.
Capital Expenditures
- Capital expenditures for fiscal year 2025 were $245 million.
- Adient projects capital expenditures to reach $300 million for fiscal year 2026.
- These expenditures are primarily driven by customer launch plans, strategic growth investments, and advancing automation into manufacturing processes.
Peer Outperformance in Automotive Parts & Equipment
ADNT has trailed 61% of its 36 Automotive Parts & Equipment peers over 5Y. Among the peers that beat it are GTX, PATK and ALV. Automotive Parts & Equipment ranks 17th of 22 industries in Consumer Discretionary by median 5Y return. The sector’s gains have largely come from elsewhere.
Share of Automotive Parts & Equipment constituents that ADNT has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
45%
of 38 industry peers · -14.1% return
3Y
21%
of 38 industry peers · -54.2% return
5Y
39%
of 36 industry peers · -64.6% return
Automotive Parts & Equipment peers with revenue growth within 4pp of ADNT's that beat it on at least 2 of 3 windows, and by at least 20pp over 5Y. Growth is matched by construction, so the gap is largely a re-rating gap. The multiple column is the context for it.
| Ticker | Name | Rev Growth 3Y Avg | P/E | 1Y | 3Y | 5Y | 5Y Gap |
|---|---|---|---|---|---|---|---|
| ADNT | Adient | -0.3% | 26.5x | -14.1% | -54.2% | -64.6% | — |
| GTX | Garrett Motion | -0.3% | 9.9x | 18.0% | 177.6% | 196.6% | +261pp |
| PATK | Patrick Industries | 2.7% | 18.6x | -22.9% | 57.8% | 63.5% | +128pp |
| ALV | Autoliv | 3.2% | 14.4x | 6.1% | 37.8% | 40.6% | +105pp |
| BWA | BorgWarner | 0.6% | 20.6x | 9.7% | 55.6% | 26.8% | +91pp |
| MGA | Magna International | 0.3% | 19.4x | 28.7% | 32.0% | -11.2% | +53pp |
Price returns, excluding dividends. P/E shown for context only and not used for matching.
Median price return by industry across the Consumer Discretionary sector, ranked by 5Y. Automotive Parts & Equipment is ADNT's own industry. Use this to see which corners of the sector have carried the returns.
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Education Services | 14 | -12.6% | 33.7% | 41.0% | CVSA 246% · GHC 109% · LRN 107% |
| Homebuilding | 17 | 3.7% | 29.7% | 29.7% | PHM 175% · TOL 159% · GRBK 150% |
| Automotive Retail | 17 | -2.1% | 18.9% | 11.3% | MUSA 209% · PAG 115% · ORLY 111% |
| Hotels, Resorts & Cruise Lines | 21 | 19.8% | 56.9% | 7.0% | RCL 250% · MAR 159% · HLT 147% |
| Home Improvement Retail | 5 | -4.3% | 3.3% | 5.3% | HD 6% · LOW 5% · FND -62% |
| Home Furnishings | 3 | 4.6% | 73.9% | -1.2% | SGI 50% · MHK -15% |
| Footwear | 9 | 75.0% | 79.9% | -15.7% | DECK 23% · SHOO -11% · CROX -16% |
| Restaurants | 36 | 2.4% | -4.6% | -24.2% | EAT 363% · CAKE 158% · TXRH 110% |
| Computer & Electronics Retail | 3 | 33.4% | 75.8% | -24.5% | BBY -3% · GME -53% |
| Specialized Consumer Services | 10 | -8.5% | 32.3% | -25.5% | FTDR 168% · HRB 146% · ADT 24% |
| Distributors | 4 | -5.4% | -16.9% | -26.0% | ARMK 96% · GPC 4% · POOL -56% |
| Leisure Products | 14 | -16.4% | -4.9% | -34.4% | GOLF 51% · HAS 50% · BC -14% |
| Leisure Facilities | 12 | 18.9% | 0.4% | -39.5% | OSW 160% · LTH 143% · PLNT -37% |
| Household Appliances | 18 | 34.2% | 20.6% | -40.3% | WHR -82% |
| Broadline Retail | 12 | -5.8% | 14.0% | -45.7% | EBAY 76% · AMZN 47% · OLLI 24% |
| Apparel Retail | 27 | -3.8% | 1.8% | -48.8% | ANF 223% · VSXY 110% · TJX 104% |
| Automotive Parts & Equipment ← | 37 | -13.2% | -28.2% | -48.8% | GTX 197% · PATK 64% · ALV 41% |
| Casinos & Gaming | 21 | -25.8% | -16.1% | -51.8% | RRR 22% · BYD 19% · LVS 3% |
| Apparel, Accessories & Luxury Goods | 29 | 15.8% | 17.8% | -53.7% | TPR 255% · RL 225% · KTB 59% |
| Other Specialty Retail | 25 | -0.1% | -11.4% | -57.7% | ULTA 65% · ASO 53% · ARHS 26% |
| Automobile Manufacturers | 8 | -59.8% | -44.0% | -70.5% | GM 54% · TSLA -12% · F -12% |
| Consumer Electronics | 11 | -31.9% | -29.8% | -80.5% | GRMN 122% |
Median of constituents with a full price history over each window. Top names are limited to companies above $2B market cap.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 24.74 |
| Mkt Cap | 2.7 |
| Rev LTM | 8,876 |
| Op Inc LTM | 471 |
| FCF LTM | 396 |
| FCF 3Y Avg | 360 |
| CFO LTM | 587 |
| CFO 3Y Avg | 559 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 6.9% |
| Rev Chg 3Y Avg | 1.6% |
| Rev Chg Q | 3.2% |
| QoQ Delta Rev Chg LTM | 0.8% |
| Op Inc Chg LTM | 7.7% |
| Op Inc Chg 3Y Avg | 2.8% |
| Op Mgn LTM | 4.1% |
| Op Mgn 3Y Avg | 4.4% |
| QoQ Delta Op Mgn LTM | 0.1% |
| CFO/Rev LTM | 4.9% |
| CFO/Rev 3Y Avg | 5.8% |
| FCF/Rev LTM | 2.4% |
| FCF/Rev 3Y Avg | 2.8% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 2.7 |
| P/S | 0.3 |
| P/Op Inc | 7.4 |
| P/EBIT | 9.1 |
| P/E | 14.8 |
| P/CFO | 5.5 |
| Total Yield | 6.1% |
| Dividend Yield | 1.3% |
| FCF Yield 3Y Avg | 9.4% |
| D/E | 0.5 |
| Net D/E | 0.3 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -5.0% |
| 3M Rtn | -14.6% |
| 6M Rtn | -16.9% |
| 12M Rtn | -3.6% |
| 3Y Rtn | -30.6% |
| 1M Excs Rtn | -3.3% |
| 3M Excs Rtn | -11.0% |
| 6M Excs Rtn | -20.8% |
| 12M Excs Rtn | -18.1% |
| 3Y Excs Rtn | -105.5% |
Comparison Analyses
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Single segment | 14,535 | 14,688 | 15,395 | 14,121 | 13,680 |
| Total | 14,535 | 14,688 | 15,395 | 14,121 | 13,680 |
| $ Mil | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|
| Seating | 7,631 | 12,061 | 11,839 | 9,080 |
| Seat Structures & Mechanisms | 1,380 | |||
| Reconciling items | 1,259 | |||
| Interiors | 672 | 1,109 | 1,194 | 1,302 |
| Total | 10,942 | 13,170 | 13,033 | 10,382 |
Price Behavior
Price Behavior
| Market Price | $16.30 | |
| Market Cap ($ Bil) | 1.3 | |
| First Trading Date | 10/17/2016 | |
| Distance from 52W High | -39.8% | |
| 50 Days | 200 Days | |
| DMA Price | $17.76 | $20.43 |
| DMA Trend | down | down |
| Distance from DMA | -8.2% | -20.2% |
| 3M | 1YR | |
| Volatility | 44.9% | 49.0% |
| Downside Capture | 180.00 | 193.04 |
| Upside Capture | 114.64 | 147.61 |
| Correlation (S&P 500) | 33.9% | 39.5% |
ADNT Betas & Captures as of 10/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.11 | 1.55 | 1.57 | 1.69 | 1.47 | 1.30 |
| Up Beta | -7.41 | -2.16 | -0.74 | -0.09 | 1.25 | 1.28 |
| Down Beta | 2.62 | 2.02 | 1.27 | 1.62 | 1.48 | 1.18 |
| Up Capture | 90% | 163% | 170% | 213% | 139% | 117% |
| Bmk +ve Days | 12 | 18 | 28 | 62 | 130 | 427 |
| Stock +ve Days | 11 | 20 | 29 | 60 | 113 | 363 |
| Down Capture | 92% | 218% | 264% | 208% | 145% | 110% |
| Bmk -ve Days | 10 | 25 | 36 | 64 | 121 | 325 |
| Stock -ve Days | 11 | 23 | 35 | 65 | 137 | 383 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ADNT | |
|---|---|---|---|---|
| ADNT | -18.5% | 49.0% | -0.26 | - |
| Sector ETF (XLY) | -1.9% | 19.8% | -0.22 | 38.5% |
| Equity (SPY) | 9.5% | 13.6% | 0.40 | 36.8% |
| Gold (GLD) | 1.6% | 28.7% | 0.05 | 25.0% |
| Commodities (DBC) | 38.4% | 21.2% | 1.42 | -24.4% |
| Real Estate (VNQ) | 11.3% | 14.2% | 0.51 | 34.0% |
| Bitcoin (BTCUSD) | -26.9% | 43.6% | -0.60 | 15.6% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ADNT | |
|---|---|---|---|---|
| ADNT | -17.1% | 48.7% | -0.22 | - |
| Sector ETF (XLY) | 4.0% | 24.2% | 0.12 | 55.2% |
| Equity (SPY) | 11.3% | 17.3% | 0.48 | 54.7% |
| Gold (GLD) | 17.5% | 19.1% | 0.74 | 10.2% |
| Commodities (DBC) | 8.1% | 19.6% | 0.30 | 5.1% |
| Real Estate (VNQ) | 1.3% | 18.9% | -0.04 | 45.6% |
| Bitcoin (BTCUSD) | 4.1% | 51.6% | 0.26 | 25.1% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ADNT | |
|---|---|---|---|---|
| ADNT | -9.4% | 59.3% | 0.08 | - |
| Sector ETF (XLY) | 12.8% | 22.3% | 0.52 | 52.2% |
| Equity (SPY) | 15.0% | 18.0% | 0.70 | 50.2% |
| Gold (GLD) | 11.9% | 16.5% | 0.59 | 5.2% |
| Commodities (DBC) | 7.5% | 18.1% | 0.33 | 17.1% |
| Real Estate (VNQ) | 5.9% | 20.7% | 0.24 | 40.7% |
| Bitcoin (BTCUSD) | 60.1% | 66.3% | 1.00 | 17.8% |
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Earnings Returns History
Updated 11/7/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/4/2026 | 1.6% | ||
| 8/5/2026 | -3.0% | -9.5% | -9.1% |
| 5/6/2026 | 8.0% | 6.6% | 10.4% |
| 2/4/2026 | 15.2% | 23.1% | 4.6% |
| 11/5/2025 | -16.7% | -14.3% | -22.8% |
| 8/6/2025 | 3.5% | 3.7% | 10.6% |
| 5/7/2025 | -0.5% | 25.8% | 24.2% |
| 1/28/2025 | 3.7% | -5.3% | -3.1% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 12 | 13 | 9 |
| # Negative | 13 | 11 | 15 |
| Median Positive | 3.6% | 7.2% | 10.4% |
| Median Negative | -6.2% | -7.6% | -5.3% |
| Max Positive | 15.2% | 25.8% | 24.2% |
| Max Negative | -16.7% | -16.7% | -27.1% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/4/2026 | 1.6% | ||
| 8/5/2026 | -3.0% | -9.5% | -9.1% |
| 5/6/2026 | 8.0% | 6.6% | 10.4% |
| 2/4/2026 | 15.2% | 23.1% | 4.6% |
| 11/5/2025 | -16.7% | -14.3% | -22.8% |
| 8/6/2025 | 3.5% | 3.7% | 10.6% |
| 5/7/2025 | -0.5% | 25.8% | 24.2% |
| 1/28/2025 | 3.7% | -5.3% | -3.1% |
| 11/8/2024 | 2.2% | 2.6% | -0.9% |
| 8/6/2024 | -6.0% | -10.2% | -2.8% |
| 5/3/2024 | -9.3% | -4.4% | -7.0% |
| 2/7/2024 | -7.7% | -6.9% | -0.8% |
| 11/8/2023 | -8.7% | -8.0% | -7.3% |
| 8/2/2023 | 1.3% | 4.6% | -8.4% |
| 5/3/2023 | -7.6% | -4.8% | -8.5% |
| 2/7/2023 | -0.4% | -7.6% | -3.8% |
| 11/4/2022 | 14.2% | 21.0% | 10.7% |
| 8/5/2022 | -1.2% | 11.3% | -3.1% |
| 5/5/2022 | -6.2% | -16.7% | -1.2% |
| 2/4/2022 | 3.7% | 9.7% | -27.1% |
| 11/10/2021 | 0.0% | 7.2% | 5.4% |
| 8/5/2021 | -6.9% | 2.3% | -5.3% |
| 5/6/2021 | 2.7% | -2.4% | 12.0% |
| 2/5/2021 | 5.1% | 5.1% | 9.0% |
| 11/30/2020 | -2.2% | 13.0% | 7.0% |
| SUMMARY STATS | |||
| # Positive | 12 | 13 | 9 |
| # Negative | 13 | 11 | 15 |
| Median Positive | 3.6% | 7.2% | 10.4% |
| Median Negative | -6.2% | -7.6% | -5.3% |
| Max Positive | 15.2% | 25.8% | 24.2% |
| Max Negative | -16.7% | -16.7% | -27.1% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/05/2026 | 10-Q |
| 03/31/2026 | 05/06/2026 | 10-Q |
| 12/31/2025 | 02/04/2026 | 10-Q |
| 09/30/2025 | 11/18/2025 | 10-K |
| 06/30/2025 | 08/06/2025 | 10-Q |
| 03/31/2025 | 05/07/2025 | 10-Q |
| 12/31/2024 | 01/28/2025 | 10-Q |
| 09/30/2024 | 11/18/2024 | 10-K |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/03/2024 | 10-Q |
| 12/31/2023 | 02/07/2024 | 10-Q |
| 09/30/2023 | 11/17/2023 | 10-K |
| 06/30/2023 | 08/02/2023 | 10-Q |
| 03/31/2023 | 05/03/2023 | 10-Q |
| 12/31/2022 | 02/07/2023 | 10-Q |
| 09/30/2022 | 11/22/2022 | 10-K |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/05/2026 | 10-Q |
| 03/31/2026 | 05/06/2026 | 10-Q |
| 12/31/2025 | 02/04/2026 | 10-Q |
| 09/30/2025 | 11/18/2025 | 10-K |
| 06/30/2025 | 08/06/2025 | 10-Q |
| 03/31/2025 | 05/07/2025 | 10-Q |
| 12/31/2024 | 01/28/2025 | 10-Q |
| 09/30/2024 | 11/18/2024 | 10-K |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/03/2024 | 10-Q |
| 12/31/2023 | 02/07/2024 | 10-Q |
| 09/30/2023 | 11/17/2023 | 10-K |
| 06/30/2023 | 08/02/2023 | 10-Q |
| 03/31/2023 | 05/03/2023 | 10-Q |
| 12/31/2022 | 02/07/2023 | 10-Q |
| 09/30/2022 | 11/22/2022 | 10-K |
| 06/30/2022 | 08/05/2022 | 10-Q |
| 03/31/2022 | 05/06/2022 | 10-Q |
| 12/31/2021 | 02/04/2022 | 10-Q |
| 09/30/2021 | 11/23/2021 | 10-K |
| 06/30/2021 | 08/05/2021 | 10-Q |
| 03/31/2021 | 05/06/2021 | 10-Q |
| 12/31/2020 | 02/05/2021 | 10-Q |
| 09/30/2020 | 11/30/2020 | 10-K |
| 06/30/2020 | 08/06/2020 | 10-Q |
| 03/31/2020 | 05/05/2020 | 10-Q |
| 12/31/2019 | 02/07/2020 | 10-Q |
| 09/30/2019 | 11/22/2019 | 10-K |
Recent Forward Guidance
Updated 11/5/2026Latest: Q4 2026 Earnings Reported 11/4/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2027 Equity Income | Reported | 70.00 Mil | 72.50 Mil | 75.00 Mil | 3.6% | Higher New | Guidance: 70.00 Mil for 2026 | |
| 2027 Consolidated Sales | Reported | 14.80 Bil | 14.90 Bil | 15.00 Bil | -0.7% | Lower New | Guidance: 15.00 Bil for 2026 | |
| 2027 Adjusted EBITDA | Reported | 900.00 Mil | 912.50 Mil | 925.00 Mil | 3.1% | Higher New | Guidance: 885.00 Mil for 2026 | |
| 2027 Interest Expense | Reported | 180.00 Mil | 182.50 Mil | 185.00 Mil | -1.4% | Lower New | Guidance: 185.00 Mil for 2026 | |
| 2027 Cash Interest | Reported | 180.00 Mil | 182.50 Mil | 185.00 Mil | ||||
| 2027 Cash Taxes | Reported | 105.00 Mil | 110.00 Mil | 115.00 Mil | -12.0% | Lower New | Guidance: 125.00 Mil for 2026 | |
| 2027 Capital Expenditures | Reported | 300.00 Mil | 312.50 Mil | 325.00 Mil | 4.2% | Higher New | Guidance: 300.00 Mil for 2026 | |
| 2027 Free Cash Flow | Reported | 100.00 Mil | 100.00 Mil | -23.1% | Lower New | Guidance: 130.00 Mil for 2026 | ||
Prior: Q3 2026 Earnings Reported 8/5/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Equity income | Reported | 70.00 Mil | Affirmed | Guidance: 70.00 Mil for 2026 | ||||
| 2026 Consolidated sales | Reported | 15.00 Bil | 1.4% | Raised | Guidance: 14.80 Bil for 2026 | |||
| 2026 Adj.-EBITDA | Reported | 885.00 Mil | Affirmed | Guidance: 885.00 Mil for 2026 | ||||
| 2026 Interest expense | Reported | 185.00 Mil | Affirmed | Guidance: 185.00 Mil for 2026 | ||||
| 2026 Cash tax | Reported | 125.00 Mil | Affirmed | Guidance: 125.00 Mil for 2026 | ||||
| 2026 Capital expenditures | Reported | 300.00 Mil | Affirmed | Guidance: 300.00 Mil for 2026 | ||||
| 2026 Free cash flow | Reported | 130.00 Mil | Affirmed | Guidance: -130.00 Mil for 2026 | ||||
Q2 2026 Earnings Reported 5/6/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Equity income | Reported | 70.00 Mil | 0 | Affirmed | Guidance: 70.00 Mil for 2026 | |||
| 2026 Consolidated sales | Reported | 14.80 Bil | 1.4% | Raised | Guidance: 14.60 Bil for 2026 | |||
| 2026 Adj.-EBITDA | Reported | 885.00 Mil | 0.6% | Raised | Guidance: 880.00 Mil for 2026 | |||
| 2026 Interest expense | Reported | 185.00 Mil | 0 | Affirmed | Guidance: 185.00 Mil for 2026 | |||
| 2026 Cash tax | Reported | 125.00 Mil | 0 | Affirmed | Guidance: 125.00 Mil for 2026 | |||
| 2026 Capital expenditures | Reported | 300.00 Mil | 0 | Affirmed | Guidance: 300.00 Mil for 2026 | |||
| 2026 Free cash flow | Reported | -130.00 Mil | -204.0% | Lowered | Guidance: 125.00 Mil for 2026 | |||
Q1 2026 Earnings Reported 2/4/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Equity income | Reported | 70.00 Mil | 0 | Affirmed | Guidance: 70.00 Mil for 2026 | |||
| 2026 Consolidated sales | Reported | 14.60 Bil | 1.4% | Raised | Guidance: 14.40 Bil for 2026 | |||
| 2026 Adj.-EBITDA | Reported | 880.00 Mil | 4.1% | Raised | Guidance: 845.00 Mil for 2026 | |||
| 2026 Interest expense | Reported | 185.00 Mil | 0 | Affirmed | Guidance: 185.00 Mil for 2026 | |||
| 2026 Cash interest | Reported | 190.00 Mil | ||||||
| 2026 Cash taxes | Reported | 125.00 Mil | 0 | Affirmed | Guidance: 125.00 Mil for 2026 | |||
| 2026 Capital expenditures | Reported | 300.00 Mil | 0 | Affirmed | Guidance: 300.00 Mil for 2026 | |||
| 2026 Free cash flow | Reported | 125.00 Mil | 38.9% | Raised | Guidance: 90.00 Mil for 2026 | |||
Insider Activity
Updated 9/4/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Carlin, Peter | Direct | Sell | 9042026 | 19.25 | 7,843 | 150,978 | 747,574 | Form | |
| 2 | Tiltmann, Heather M | EVP, CLO, CHRO & Secretary | Direct | Sell | 6052026 | 22.71 | 22,000 | 499,620 | 2,518,226 | Form |
| 3 | Herberg, David | EVP, EMEA | Direct | Sell | 6052026 | 22.58 | 699 | 15,783 | 905,955 | Form |
| 4 | Berthelin, Michel Pierre Rose | EVP, EMEA | Direct | Sell | 11282025 | 19.71 | 2,500 | 49,275 | 2,294,737 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Carlin, Peter | Direct | Sell | 9042026 | 19.25 | 7,843 | 150,978 | 747,574 | Form | |
| 2 | Tiltmann, Heather M | EVP, CLO, CHRO & Secretary | Direct | Sell | 6052026 | 22.71 | 22,000 | 499,620 | 2,518,226 | Form |
| 3 | Herberg, David | EVP, EMEA | Direct | Sell | 6052026 | 22.58 | 699 | 15,783 | 905,955 | Form |
| 4 | Berthelin, Michel Pierre Rose | EVP, EMEA | Direct | Sell | 11282025 | 19.71 | 2,500 | 49,275 | 2,294,737 | Form |
Industry Resources
| Consumer Discretionary Resources |
| Retail Dive |
| Business of Fashion (BoF) |
| WWD (Women's Wear Daily) |
| National Retail Federation (NRF) |
| McKinsey & Company - Consumer |
| Mintel Consumer Trends |
| Automotive Parts & Equipment Resources |
| AftermarketNews |
| Tire Review |
| Motor Age |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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Core Cache Last Updated: 11/6/2026