Adient Posts Q3 FY2026 Adjusted EPS of $0.48, Reaffirms Full-Year Outlook

summarizeSummary

Adient reported Q3 FY2026 adjusted EPS of $0.48 on $3.9 billion in revenue, with adjusted EBITDA flat year-over-year at $225 million. The company reaffirmed its full-year earnings and free cash flow outlook, and raised its revenue guidance.

check_boxKey Events · Earnings and Guidance · ADNT

• Q3 Adjusted EBITDA Flat at $225M

  Adjusted EBITDA came in at $225 million, essentially flat versus Q3 FY2025, even after absorbing roughly $32 million in temporary headwinds tied to the Middle East conflict and customer/supplier inefficiencies.

• Revenue Up 5% to $3.9B

  Net sales rose 5% year-over-year to $3,929 million, fueled by new launches and market share gains in the Americas and Asia, though partially offset by lower European production.

• FY2026 Guidance Reaffirmed, Revenue Raised

  Management reaffirmed its adjusted EBITDA outlook of ~$885 million and free cash flow of ~$130 million, while lifting consolidated sales guidance to ~$15.0 billion from ~$14.8 billion.

• $30M in Share Repurchases During Q3

  Robust free cash flow generation supported $30 million in share repurchases during the third quarter, bringing the year-to-date total to $55 million.

auto_awesomeAnalysis · ADNT · Manufacturing

Adient delivered a solid quarter, with adjusted EBITDA of $225 million essentially flat year-over-year despite absorbing $32 million in temporary headwinds from the Middle East conflict and customer/supplier disruptions. Revenue grew 5% to $3.9 billion, driven by market share gains in the Americas and Asia. The company reaffirmed its full-year adjusted EBITDA and free cash flow guidance, while raising its revenue outlook to ~$15 billion. Strong free cash flow enabled $30 million in share repurchases during the quarter. The results demonstrate operational resilience and commercial discipline in a challenging macro environment, though EMEA margins remain under pressure.