EarningsQ3 2026 Earnings Report
MX:ADNTN Q3 2026 EPS Results
Actual EPS$8.62
Consensus EPS$10.11
Beat/MissMissed by -$1.49
One Year Ago EPS$7.72
MX:ADNTN Q3 2026 Revenue Results
Actual Revenue$70.57B
Expected Revenue$66.61B
Beat/MissBeat by +$3.96B
YoY Revenue Growth+5.03%
Earnings Announcement Details
QuarterQ3 2026
Date08/05/2026
TimeBefore Open
Conference CallWednesday, August 5, 2026
MX:ADNTN Upcoming Earnings
Adient's next earnings date is estimated for November 11, 2026, based on past reporting schedules.
Q3 2026 Earnings Call Audio
MX:ADNTN Q3 2026 Earnings Call
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Q3 2026 Earnings Slide Deck
Q3 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call portrayed a resilient business with top-line growth (+5% revenue; China +33%) and strong liquidity and customer relationships (multiple supplier awards and new program wins). Management emphasized the operating model’s strength and long-term momentum while flagging several near-term headwinds: Middle East conflict-driven commodity and freight costs, customer-driven inefficiencies, EMEA softness, China margin compression (~100 bps), and restructuring uncertainty that can be lumpy. The company raised full-year revenue guidance to ~$15B while maintaining adjusted EBITDA (~$885M) and free cash flow (~$130M) guidance, reflecting confidence in execution but acknowledging near-term cost pressures. Overall, positives (growth, liquidity, rating upgrade, customer awards, program wins) modestly outweigh temporary and manageable lowlights.Company Guidance
Revenue Growth
Consolidated revenue of approximately $3.9 billion in Q3, up 5% year-over-year; company increased full-year revenue guidance to ~ $15 billion.
Strong China & Asia Performance
Consolidated China sales grew ~33% year-over-year; Asia consolidated operations remain highly profitable with Asia adjusted EBITDA of $107 million (despite a $6M YoY decline) and the rest of Asia generates nearly $2 billion in annual revenue.
Operational and Commercial Wins
Multiple new business/platform wins and launches (e.g., Ram Dakota, Honda Pilot, Tata Nexon, Nissan Elgrand, Volvo EX60, Mercedes-AMG, Leapmotor D99) and commercialization of innovations like ProForce Massage Flow across customers in Asia.
Awards & Customer Recognition
Received supplier awards including Toyota and Mitsubishi recognitions, GM Supplier of the Year (5th consecutive year), NIO Guardianship Award and primary/preferred partner status, and Chery's Excellent Supplier Award—underscoring strong customer relationships and launch execution.
Solid Liquidity & Balance Sheet Metrics
Total liquidity ~ $1.8 billion (cash ~$924M + revolver ~$834M), leverage ratio 1.7x (within 1.5–2x target), and no near-term debt maturities.
Credit Rating Upgrade
Moody's upgraded Adient's corporate credit rating to Ba3, reflecting improved balance sheet and execution.
Shareholder Returns
Returned $30 million to shareholders via share repurchases in Q3 and $55 million year-to-date; ~$80 million remains under current authorization and board expected to increase authorization later in year.
Cash Generation (Q3) & Seasonality Context
Generated $138 million of free cash flow in Q3 and $161 million year-to-date; management noted seasonality with free cash flow weighted to back half of fiscal year and Q3 benefiting from ~$45 million of customer payment timing.
MX:ADNTN Earnings History
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