Adient plc Ordinary Shares (ADNT)

FairStock Score: 49/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look at Adient as a cyclical auto-seat supplier with global scale—65,000 employees and a $14.5B revenue base in FY2025—but scale has not translated into durable profit. In FY2025, the year ended 2025-09-30, Adient reported a net loss of $281M and diluted EPS of -$3.39. That followed FY2024 net income of $18M, or $0.20 per diluted share, and FY2023 net income of $205M, or $2.15. The latest filings show some stabilization: in fiscal Q2 2026, the quarter ended 2026-03-31, net income was $27M and diluted EPS was $0.34; in fiscal Q3 2026, the quarter ended 2026-06-30, net income was $25M and diluted EPS was $0.32. Still, fiscal Q1 2026, the quarter ended 2025-12-31, had a net loss of $22M and diluted EPS of -$0.28. Margins are paper-thin: fiscal Q3 2026 revenue was $3.9B, so $25M of net income is just 0.64%. As a Graham-style investor, I see the balance sheet as the main worry. The D/E is 1.27 and the Altman Z-Score of 0.47 (FairStock calculation) suggests real financial stress. ROCE is only 3.15% and ROE is 5.79%, not the hallmarks of a wide moat. On price, at the 2026-10-13 close of $18.04, the P/E is 32.80, P/B is 0.80, EV/EBITDA is 3.66, and the Graham Number is $16.66, giving a FairStock margin of safety of -8.28%. The cash flow is the bright spot: $295M trailing free cash flow and a 21.2% FCF yield (FairStock calculations) are attractive. But the Lynch category is TURNAROUND—loss in the latest year after earlier profits—so I would demand evidence that the recent quarterly profits are durable and leverage is falling.

In plain English: Adient makes seats and seating parts for cars and trucks. It is a big company with a lot of sales but very thin profits, and it lost money in its latest full year, so the business looks shaky. At $18.04 on 2026-10-13, the price looks a little high compared with its earnings and a conservative value check, even though it brings in strong cash.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q3 2026 10-Q (period ended 2026-06-30) · fiscal Q2 2026 10-Q (period ended 2026-03-31) · fiscal Q1 2026 10-Q (period ended 2025-12-31) · fiscal Q3 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-09-30) · FY2024 10-K (period ended 2024-09-30) · FY2023 10-K (period ended 2023-09-30)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer