10-Q · August 6, 2025
Adient reported quarterly net sales of $3,741 million and GAAP diluted EPS of $0.43 for the three months ended June 30, 2025, with gross profit of $237 million and operating income of $118 million. Liquidity remains…
Earnings analysis · 10-Q
ADNT earnings analysis
Filed May 6, 2026 · Our reading of the company's report
The latest report
Adient's Q2 2026 results showed a strong recovery with net sales increasing to $3.865 billion, up 7% year-over-year, and a turnaround in net income to $27 million from a loss of $335 million a year earlier. Operating…
Read full summary
Adient's Q2 2026 results showed a strong recovery with net sales increasing to $3.865 billion, up 7% year-over-year, and a turnaround in net income to $27 million from a loss of $335 million a year earlier. Operating margins improved despite some headwinds in production volumes, particularly in the EMEA region. The company is dealing with rising costs but has been able to recover some losses through strategic pricing adjustments.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
From revenue to operating profit
Where each $100 of revenue went in this report.
Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.
Where revenue came from
The business segments reported by the company.
Shares of the segments disclosed in this filing, largest first.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0.52
What stood out
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Revenue Improvement
Net sales increased by $254 million, or 7%, year-over-year to $3.865 billion compared to $3.611 billion in Q2 2025.
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EPS Turnaround
Reported diluted EPS of $0.52 for Q2 2026, rebounding from a loss of $3.99 in the same quarter last year.
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Operating Cash Flow Increase
Operating cash flow was reported at $90 million, compared to a loss of $45 million a year ago.
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Reduced Restructuring Costs
Restructuring costs fell 99% to $5 million, down from $351 million in Q2 2025.
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Segment Revenue Growth
The Americas segment saw an 11% increase in net sales, reaching $1.884 billion.
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Stable Operating Expenses
SG&A expenses decreased by 4% to $138 million from $144 million in the prior year.
What to watch
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Production Volatility
Overall production volumes decreased 0.9% globally, with North America and China seeing significant declines.
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Currency Fluctuations
Adient's revenues are affected by foreign currency exchange rates, exposing it to potential financial volatility.
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Increased Costs from Geopolitical Factors
Ongoing geopolitical uncertainties, particularly from the Middle East and Ukraine, could elevate costs and disrupt supply chains.
Management's outlook
No numerical guidance provided; management comments indicate a watchful approach due to external economic factors.
Earlier filings 4
10-Q · May 7, 2025
Adient reported revenue of $3,611 million for the quarter ended March 31, 2025 (up $111 million QoQ from ~$3,500M and down $139 million YoY from $3,750M). Gross profit improved to $261 million (7.2% margin) but the…
10-Q · January 28, 2025
Adient reported net sales of $3,495 million for the quarter ended December 31, 2024, down $165 million versus $3,660 million a year earlier. Gross profit fell to $216 million and operating income (EBIT) to $93 million,…
10-Q · August 6, 2024
Adient reported Q3 net sales of $3,716 million and gross profit of $207 million, with operating income of $94 million but a loss attributable to Adient of $(11) million (diluted EPS $(0.12)). Revenue and gross profit…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.