Adient (ADNT)

• Market cap: $1.38B
• 1 day: -2.95%
• 5 days: 11.91%
• 1 month: 15.79%
• 3 months: 36.57%
• 6 months: -2.90%
• Year to date: 9.91%
• 1 year: -30.58%
• 5 years: 0.33%
• 10 years: -59.55%
• Sector: Consumer Discretionary
• Industry: Auto Parts

About: Adient began trading Oct. 31, 2016, when Johnson Controls spun off its automotive experience segment. Adient is the leading seating supplier to the industry with about one third of the global market. Its share in China is now nearly 20%, down from about 45%, following the sale of its main joint venture there at the end of fiscal 2021. Unconsolidated revenue from joint ventures was about $3.8 billion in fiscal 2024 and consolidated China revenue was $1.4 billion. The company is headquartered in Ireland but has corporate offices in the Detroit area. Fiscal 2024 (Sept. 30 year-end) consolidated revenue, which excludes joint venture sales, was $14.7 billion but will likely be below $14 billion in fiscal 2025 on tariff interruptions and divesting some lower-quality business.

Employees: 70,000

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

121% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $5.31M

8% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 83

8% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 38

1% less funds holding

Funds holding: 266 [Q4 2024] → 264 (-2) [Q1 2025]

3.53% less ownership

Funds ownership: 98.51% [Q4 2024] → 94.98% (-3.53%) [Q1 2025]

29% less capital invested

Capital invested by funds: $1.44B [Q4 2024] → $1.03B (-$415M) [Q1 2025]

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $13 29% downside
• Avg. target: $15 19% downside
• High target: $17 8% downside

5 analyst ratings

• positive: 0 0%
• neutral: 4 80%
• negative: 1 20%

Morgan Stanley Adam Jonas	13% downside $16	Underweight Maintained	19 May 2025
Wells Fargo Colin Langan	8% downside $17	Equal-Weight Maintained	19 May 2025
UBS Joseph Spak	19% downside $15	Neutral Maintained	8 May 2025
Citigroup Michael Ward	24% downside $14	Neutral Initiated	23 Apr 2025
Barclays Dan Levy	29% downside $13	Equal-Weight Maintained	15 Apr 2025