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ADNT

Adient PLC

OPPORTUNISTIC BUY Analysis generated 2026-10-28 Market data as of 2026-11-12 Market data 3 days old USD 15.81 Consumer Cyclical - Auto - PartsAWAIT ENTRY
ACTIONABLEMethodology gates passed
54

Position levels

Currenttoday
USD 15.81
Buy <=wait / entry
USD 15.17
Trim >=take some off
USD 18.50
Thesis breakGuidance reductions, material gross-margin deterioration below recent levels, cu...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case20%100 / 10020.0
Base case50%62 / 10031.0
Bear case30%10 / 1003.0
Weighted conviction54 / 100 - OPPORTUNISTIC BUY

Top risks

  • Q3 FY26 EPS miss of 0.48 vs 0.58 estimate with -3.02% post-earnings price reaction
  • Revenue beat to 3.93B and raised FY2026 revenue guidance to approximately 15B while maintaining 885M adjusted EBITDA guidance
  • Q3 share repurchases of 30M and year-to-date total of 55M with leverage at 1.7x and 1.8B liquidity
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.

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