Coverage / ADNT / Trade Card

ADNT

Adient PLC

OPPORTUNISTIC BUY 2026-08-01 Updated today USD 21.04 Consumer Cyclical - Auto - PartsAWAIT ENTRY
59

Position levels

Currenttoday
USD 21.04
Buy <=wait / entry
USD 18.33
Trim >=take some off
USD 23.00
Thesis breakA confirmed loss of a major OEM seating programme, a sustained drop in quarterly...
-

Scenario-weighted conviction

ProbabilityScoreContribution
Bull case25%100 / 10025.0
Base case50%62 / 10031.0
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Raised FY2026 guidance for revenue to $14.6B, Adj-EBITDA to $880M and FCF to $125M
  • Q1 2026 Adj-EBITDA of $207M with margin expansion to 5.7%
  • Legacy contracts resetting to more favorable terms starting fiscal 2026
Read full report →

Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.