The earnings call highlighted strong financial performance in Q3 2025, with significant growth opportunities from U.S. onshoring and new business wins contributing to a positive outlook. However, the company faced challenges from tariffs, commodities headwinds, and lower volumes in EMEA and Asia. Despite these challenges, overall sentiment remains optimistic with raised guidance for fiscal year 2025.

Company Guidance

During the conference call, Adient raised its guidance for fiscal year 2025, projecting revenues of approximately $14.4 billion and adjusted EBITDA of around $875 million, reflecting strong business performance despite ongoing industry challenges such as tariffs and commodity headwinds. The company reported a solid third quarter with an adjusted EBITDA of $226 million, marking a 12% year-over-year increase and a 60 basis-point margin improvement. Adient highlighted its strategic advantage in the current onshoring trend, noting its U.S. production footprint covers 75% of North American output, compared to 55% for its closest competitor. The company also managed to reduce its tariff exposure from $12 million to $4 million monthly due to recent policy adjustments and proactive measures. Additionally, Adient generated strong free cash flow of $115 million in Q3 and maintained a robust cash balance of $860 million, supporting $50 million in share repurchases during the quarter.

Strong Third Quarter Results

Adient achieved a 12% increase in adjusted EBITDA to $226 million, with a 60 basis point improvement in EBITDA margins year-over-year to 6.0%.

U.S. Onshoring Opportunities

Adient identified significant growth opportunities from U.S. onshoring, expecting approximately 600,000 units of annual vehicles to be onshored to the U.S., with Adient poised to benefit due to its strategically advantaged footprint.

Significant New Business Wins

Adient secured new business with Nissan and other Asia-based OEMs, including the Nissan Rogue, with production moving to the U.S. This is expected to generate $150 million to $200 million in incremental revenue by 2026-2027.

Strong Free Cash Flow Generation

The company generated $115 million in free cash flow in Q3, maintaining a strong cash balance of $860 million and ample liquidity of $1.7 billion.

Raised Fiscal Year 2025 Guidance

Adient raised its revenue guidance to $14.4 billion and adjusted EBITDA guidance to $875 million for fiscal year 2025.

Adient (ADNT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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ADNT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q4)	0.50 / -	0.68	―	―	―
Aug 06, 2025	2025 (Q3)	0.47 / 0.43	0.32	34.37% (+0.11)
May 07, 2025	2025 (Q2)	0.34 / 0.69	0.54	27.78% (+0.15)
Jan 28, 2025	2025 (Q1)	0.19 / 0.27	0.31	-12.90% (-0.04)
Nov 08, 2024	2024 (Q4)	0.52 / 0.68	0.51	33.33% (+0.17)
Aug 06, 2024	2024 (Q3)	0.62 / 0.32	0.98	-67.35% (-0.66)
May 03, 2024	2024 (Q2)	0.42 / 0.54	0.32	68.75% (+0.22)
Feb 07, 2024	2024 (Q1)	0.50 / 0.31	0.34	-8.82% (-0.03)
Nov 08, 2023	2023 (Q4)	0.59 / 0.51	0.53	-3.77% (-0.02)
Aug 02, 2023	2023 (Q3)	0.47 / 0.98	0.08	1125.00% (+0.90)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ADNT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$22.11	$22.88	+3.48%
May 07, 2025	$12.64	$12.58	-0.47%
Jan 28, 2025	$17.31	$17.95	+3.70%
Nov 08, 2024	$19.88	$20.32	+2.21%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Adient (ADNT) report earnings?

Adient (ADNT) is schdueled to report earning on Nov 05, 2025, Before Open (Confirmed).

What is Adient (ADNT) earnings time?

Adient (ADNT) earnings time is at Nov 05, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ADNT EPS forecast?

ADNT EPS forecast for the fiscal quarter 2025 (Q4) is 0.5.

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