Adient plc (ADNT)

NYSE:ADNT

ADNT

Adient

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Adient (ADNT) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 30, 2026

Before Open (Confirmed)

Period Ending

2026 (Q3)

Consensus EPS Forecast

0.54

Last Year’s EPS

0.43

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 8 Analysts Ratings

Earnings Call Summary

Q2 2026

Earnings Call Date:May 06, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presents a cautiously optimistic outlook: top-line momentum (revenue +7% and China outperformance), meaningful bookings, innovation wins, an acquisition to bolster vertical integration, and modestly raised full-year guidance underpin confidence in execution. However, near-term profitability and cash generation are weighed down by mix-driven margin compression, temporary production inefficiencies, launch costs, a Q2 cash timing benefit that will reverse in Q3, and ~$35M of expected input-cost headwinds tied to geopolitical and supply disruptions. Management emphasizes operational discipline, a strong balance sheet (net leverage 1.8x) and pathways to improved free cash flow as transitional items normalize, supporting a positive but guarded tone.

Company Guidance

Management modestly raised fiscal 2026 guidance to about $14.8 billion of revenue (from ~$14.6B), adjusted EBITDA of roughly $885 million (vs. $880M) and free cash flow of ≈$130 million (vs. $125M), while keeping cash taxes at ~$125M and CapEx at ~$300M; this assumes ~$35 million of input‑cost headwinds (~$25M from Middle East chemical/freight impacts and ~$10M from the LyondellBasell disruption) that they expect to more than offset with volume and stronger business performance. In Q2 Adient reported $3.9B of sales, $223M of adjusted EBITDA, adjusted net income of $41M ($0.52/share), $8M of Q2 free cash flow ($23M YTD), a cash balance of $831M and total liquidity of ~ $1.8B (undrawn revolver ~$957M); management noted ~$90M of timing-related cash benefits in Q2 that will reverse in Q3, an ABL draw that was repaid (~$150M referenced), and trailing‑12‑month net leverage of 1.8x (target range 1.5–2.0x). They also highlighted forward bookings (FY27 ≈$400M, FY28 ≈$630M ~700k incremental vehicles), regional trends (Americas TTM sales +5%, China Q2 +10% with ~70% of new China wins from local OEMs and an expected ~100 bps China margin compression) and specific program wins (~200k Chevrolet Equinox, ~180k Volkswagen South America).

Revenue Growth

Consolidated sales of $3.9 billion in Q2, up 7% year-over-year, driven by favorable FX, solid volumes and pricing.

China Outperformance

China sales grew ~10% in Q2 while the overall market declined; approximately 70% of new business wins in China are with local OEMs, supporting above-market growth.

Booked Business and Onshoring Wins

FY27 booked business ~ $400 million and FY28 ~ $630 million (together representing ~700,000 incremental vehicles). Recent onshoring/conquest wins include ~200,000 units from Chevrolet Equinox U.S. onshoring and ~180,000 units from Volkswagen South America conquest.

Raised Full-Year Guidance

Modest upward guidance: fiscal 2026 revenue now ~ $14.8 billion (from ~$14.6B), adjusted EBITDA ~ $885 million (from $880M), and free cash flow ~ $130 million (from $125M).

Innovation and Product Commercialization

Industry-first StepJoy foot massage system launched in production on the NIO ES9; ProForce Massage Flow advancing to production on two C-OEM models — demonstrates commercialization of differentiated comfort technologies.

Strategic Tuck-in Acquisition

Acquired a foam production plant in Romulus, Michigan expanding Americas foam footprint to 10 plants (30 globally) to strengthen vertical integration, supply assurance and responsiveness.

Operational Recognition and Launch Execution

Received over 60 customer and industry awards in the past two quarters; executed multiple complex launches (including Kia Telluride, Rivian R2, Toyota RAV4) and ~30 launches in Europe year-to-date.

Financial Position and Leverage

Strong liquidity and balance sheet: cash on hand $831 million, total liquidity approximately $1.8 billion (including undrawn revolver ~$957M), and trailing 12‑month net leverage 1.8x (within 1.5–2.0x target range).

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
Jul 30, 2026	2026 (Q3)	0.54 / -	0.43	―	―	―
May 06, 2026	2026 (Q2)	0.44 / 0.52	0.69	-24.64% (-0.17)
Feb 04, 2026	2026 (Q1)	0.22 / 0.35	0.27	29.63% (+0.08)
Nov 05, 2025	2025 (Q4)	0.55 / 0.52	0.68	-23.53% (-0.16)
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)

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
May 06, 2026	$20.67	$22.32	+7.98%
Feb 04, 2026	$21.06	$24.26	+15.19%
Nov 05, 2025	$23.99	$19.98	-16.72%
Aug 06, 2025	$22.11	$22.88	+3.48%

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 plc (ADNT) report earnings?

Adient plc (ADNT) is schdueled to report earning on Jul 30, 2026, Before Open (Confirmed).

What is Adient plc (ADNT) earnings time?

Adient plc (ADNT) earnings time is at Jul 30, 2026, 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 2026 (Q3) is 0.54.