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ADNT

Adient PLC

OPPORTUNISTIC BUY 2026-08-08 Data 35 days old USD 19.42 Consumer Cyclical - Auto - PartsAWAIT ENTRY
ACTIONABLEMethodology gates passed
59

Position levels

Currenttoday
USD 19.42
Buy <=wait / entry
USD 16.00
Trim >=take some off
USD 22.00
Thesis breakA announced loss of a major OEM seating programme, FY2026 adjusted EBITDA margin...
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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 FY26 guidance for revenue to $14.6B, Adj-EBITDA to $880M and FCF to $125M
  • Q1 Adj-EBITDA of $207M with y-o-y margin expansion from 5.6% to 5.7%
  • Repurchase of ~1.2M shares returning $25M to shareholders in Q1 FY2026
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.