Stronger Q1 leads Adient (NYSE: ADNT) to raise key FY26 financial expectations

Filing Impact

(High)

Filing Sentiment

(Neutral)

Form Type

8-K

Rhea-AI Filing Summary

Adient plc used an investor presentation furnished with this 8-K to highlight a solid start to fiscal 2026. For Q1 FY26, consolidated revenue was about $3.6 billion, up roughly 4% year over year, and adjusted EBITDA reached $207 million, an increase of $11 million.

Free cash flow was $15 million, with a cash balance of $855 million as of December 31, 2025, and gross and net debt of about $2.4 billion and $1.5 billion. Adient repurchased $25 million of stock, or about 1.2 million shares, and noted that strong China sales and on‑shoring opportunities, plus an improved vehicle production forecast, support higher FY26 expectations for revenue, adjusted EBITDA and free cash flow.

The company also issued its 2025 Sustainability Report, emphasizing measurable progress on environmental goals and its focus on long‑term stakeholder value.

Positive

Raised FY26 expectations: Management states that solid Q1 FY26 results, together with an improved FY26 vehicle production forecast, support higher full-year expectations for revenue, adjusted EBITDA and free cash flow, signaling increased confidence in the company’s operating and financial trajectory.

Negative

None.

Insights

Adient starts FY26 with modest growth and higher full-year targets.

Adient reports Q1 FY26 revenue of about $3.6B, up roughly 4% year over year, with adjusted EBITDA of $207M, an $11M improvement. Management attributes performance to increased production, better business execution and strong China sales.

Free cash flow of $15M, cash of $855M at December 31, 2025, and gross and net debt of about $2.4B and $1.5B show a still-levered but liquid balance sheet. Returning $25M via share repurchases reflects a balanced capital allocation approach.

Management states that the solid quarter, combined with an improved FY26 vehicle production forecast, supports increased FY26 expectations for revenue, adjusted EBITDA and free cash flow. Subsequent company filings and presentations for FY26 will show whether these higher expectations are sustained.

02/10/2026 - 04:15 PM

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of

the Securities Exchange Act of 1934

Date of Report (date of earliest event reported): February 10, 2026

ADIENT PLC

(Exact name of registrant as specified in its charter)


Ireland	001-37757	98-1328821
(State or Other Jurisdiction of Incorporation)	(Commission File Number)	(IRS Employer Identification Number)


25 North Wall Quay, Dublin 1, Ireland D01 H104
(Address of principal executive offices)

Registrant’s telephone number, including area code: 734-254-5000

Not applicable

(Former name or former address, if changed since last report)

Securities registered pursuant to Section 12(b) of the Act:

Title of class

Trading symbol(s)

Name of exchange on which registered

Ordinary Shares, par value $0.001

ADNT

New York Stock Exchange

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrants under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Indicate by check mark whether the Registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the Registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01. Regulation FD Disclosure.

Representatives of Adient plc expect to hold meetings with certain investors in February 2026. A copy of the presentation materials that will be used during these meetings is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

The information contained in Exhibit 99.1 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits.


EXHIBIT INDEX
Exhibit No.						Exhibit Description
99.1						Adient plc Investor Presentation February 2026.
104						Cover Page Interactive Data File (the Cover Page Interactive Data File is embedded within the Inline XBRL document).

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.


	ADIENT PLC
Date: February 10, 2026	By:	/s/ Heather M. Tiltmann
	Name:	Heather M. Tiltmann
	Title:	Executive Vice President, Chief Legal and Human Resources Officer, and Corporate Secretary

Adient – PUBLIC Wolfe Research Auto, Auto Tech and Semiconductor Conference 2026 February 11, 2026

Adient – PUBLIC Adient has made statements in this document that are forward-looking and, therefore, are subject to risks and uncertainties. All statements in this document other than statements of historical fact are statements that are, or could be, deemed “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. In this document, statements regarding Adient’s expectations for its deleveraging activities, the timing, benefits and outcomes of those activities, as well as its future financial position, sales, costs, earnings, cash flows, other measures of results of operations, capital expenditures or debt levels and plans, objectives, market position, outlook, targets, guidance or goals are forward-looking statements. Words such as “may,” “will,” “expect,” “intend,” “estimate,” “anticipate,” “believe,” “should,” “forecast,” “project” or “plan” or terms of similar meaning are also generally intended to identify forward-looking statements. Adient cautions that these statements are subject to numerous important risks, uncertainties, assumptions and other factors, some of which are beyond Adient’s control, that could cause Adient’s actual results to differ materially from those expressed or implied by such forward-looking statements, including, among others, risks related to: the effects of local and national economic, credit and capital market conditions (including the persistence of high interest rates, vehicle affordability and volatile currency exchange rates) on the global economy, increased competitive pressures in the EMEA and Asia regions from Chinese OEMs, uncertainties in U.S. administrative policy regarding trade agreements, tariffs and other international trade relations, automotive vehicle production levels, mix and schedules, as well as the concentration of exposure to certain automotive manufacturers particularly new entrants in the China market, shifts in market shares among vehicles, vehicle segments or away from vehicles on which Adient has significant content, changes in consumer demand, risks associated with Adient’s joint ventures, volatile energy markets, Adient’s ability and timing of customer recoveries for increased input costs, the availability of raw materials and component products (including components required by Adient’s customers for the manufacture of vehicles), risks associated with warranty and product recall and product liability exposures, geopolitical uncertainties such as the Ukraine and Middle East conflicts and the impact on the regional and global economies and additional pressure on supply chain and vehicle production, the ability of Adient to effectively launch new business at forecast and profitable levels, the ability of Adient to successfully identify suitable opportunities for organic investment and/or acquisitions and to integrate such investments and/or acquisitions;, work stoppages, including due to strikes, supply chain disruptions and similar events, wage inflationary pressures due to labor shortages and new labor negotiations, the ability of Adient to execute its restructuring plans and achieve the desired benefit, the ability of Adient to meet debt service requirements and, terms of future financing, the impact of global tax reform legislation, the impact of more aggressive positions taken by tax authorities, potential adjustment of the value of deferred tax assets, global climate change and related emphasis on sustainability matters by various stakeholders, and the ability of Adient to achieve its sustainability-related goals, cancellation of, or changes to, commercial arrangements, and the ability of Adient to identify, recruit and retain key leadership. A detailed discussion of risks related to Adient’s business is included in the section entitled “Risk Factors” in Adient’s Annual Report on Form 10-K for the fiscal year ended September 30, 2025 filed with the U.S. Securities and Exchange Commission (the “SEC”) on November 18, 2025, and in subsequent reports filed with or furnished to the SEC, available at www.sec.gov. Potential investors and others should consider these factors in evaluating the forward-looking statements and should not place undue reliance on such statements. The forward-looking statements included in this document are made only as of the date of this document, unless otherwise specified, and, except as required by law, Adient assumes no obligation, and disclaims any obligation, to update such statements to reflect events or circumstances occurring after the date of this document. In addition, this document includes certain projections provided by Adient with respect to the anticipated future performance of Adient’s businesses. Such projections reflect various assumptions of Adient’s management concerning the future performance of Adient’s businesses, which may or may not prove to be correct. The actual results may vary from the anticipated results and such variations may be material. Adient does not undertake any obligation to update the projections to reflect events or circumstances or changes in expectations after the date of this document or to reflect the occurrence of subsequent events. No representations or warranties are made as to the accuracy or reasonableness of such assumptions, or the projections based thereon. This document also contains non-GAAP financial information because Adient’s management believes it may assist investors in evaluating Adient’s on-going operations. Adient believes these non-GAAP disclosures provide important supplemental information to management and investors regarding financial and business trends relating to Adient’s financial condition and results of operations. Investors should not consider these non-GAAP measures as alternatives to the related GAAP measures. For complete details and to see reconciliations of non-GAAP measures to their most directly comparable GAAP measures, visit the events section of the Adient investor website at www.investors.adient.com/events-and-presentations/events to download the full press release and earnings presentation. This document also contains the key performance indicator of business performance, which is defined as the difference in period-over-period Adjusted EBITDA excluding production volume/mix, equity income, foreign exchange and net commodity pricing. Management believes this key performance indicator encompasses the significant drivers of the performance of the business that are within management’s ability to influence and may assist investors in evaluating Adient’s on-going operations and provide important supplemental information regarding financial and business trends relating to Adient’s financial condition and results of operations. Investors should not consider this key performance indicator as an alternative to our GAAP financial results. Important Information Wolfe Research Autos Conference 2

Adient – PUBLIC Agenda > Business Update Mark Oswald Executive VP and CFO Jim Conklin Executive VP Americas > Q&A Wolfe Research Autos Conference 3

Adient – PUBLIC > Increased production, combined with continued improvements in business performance, underpinned a solid first quarter − The $11M improved business performance was achieved despite temporary (lumpy) production schedules at certain customers − The isolated production disruptions at certain customers that impacted Q1 FY26 appear to be largely resolved > Sales in China significantly outpaced industry production in the region (consistent with company expectations) > On-shoring opportunities continue > Returned $25M to shareholders via share repurchases; further demonstrating our commitment to a balanced capital allocation strategy > Issued the company’s 2025 Sustainability Report, highlighting strong, measurable progress on environmental goals and reinforcing Adient’s commitment to long-term stakeholder value > Adient’s solid Q1 combined with an improved vehicle production forecast for FY26 supports an increase in key FY26 financial expectations (Revenue, Adj.-EBITDA, FCF) Wolfe Research Autos Conference 4 Adient posts solid start to FY26 Key Q1 FY26 Financial Metrics ~$3.6B (up ~4% y-o-y) Consolidated Revenue $207M (up $11M y-o-y) Adj.-EBITDA $15MFree Cash Flow $855M (at December 31, 2025) Cash Balance ~$2.4B and ~$1.5B, respectivelyGross and Net Debt $25M ~1.2M shares repurchased in Q1 Capital Returned

Adient – PUBLIC 5 Adient operating model allows us to drive shareholder value Consistently strong execution, delivering on our operational and financial commitments Well-positioned for growth Driving value to our customers, reinforcing supplier of choice status Executing on our balanced capital allocation approach Remaining focused to ensure sustainable value for all Adient’s stakeholders Wolfe Research Autos Conference

Adient – PUBLICWolfe Research Autos Conference 6 Americas update Setting the right priorities Operational execution Continuing to partner with our customers and suppliers Investing in today and tomorrow through advanced innovation and automation Laser-focused on growth Creating sustainable shareholder value Solid Q1 results Launch excellence Consistent strong business performance Exceptional quality Expected to drive topline growth and margin expansion Best-in-class modular seating solutions - ModuTec - Modularity Leveraging strong U.S. footprint, enabling onshoring wins Conquest and new business wins Customer of Choice for our suppliers Advancing automation into manufacturing processes Up front design collaboration Business partner delivering solutions such as mitigating tariff exposure Supplier of Choice for our customers

Adient – PUBLIC US OEM Compact Crossover SUV Complete Seat Wolfe Research Autos Conference 7 Growth opportunities for the Americas * Based on management assumptions, current S&P production forecasts Americas is well positioned for growth Incremental Volume: > Onshoring: ~400K units - Nissan Rogue - Asia OEM C-SUV - US OEM C-SUV > Indirect onshoring wins ~ 25K units > Conquest/new wins ~ 100K units Total ~525K units Annual Revenue Estimate* ~$500M Booked business Delivering results FY27 + ~$300M FY28 + ~$500M High volume, C-SUV moving from Mexico to US

Adient – PUBLIC Q&A

Source: View Original Filing on SEC EDGAR

FAQ

What did Adient (ADNT) report for Q1 FY26 revenue and earnings quality?

Adient reported Q1 FY26 consolidated revenue of about $3.6 billion, up roughly 4% year over year, and adjusted EBITDA of $207 million, an $11 million increase. Management links the improvement to increased production and continued gains in underlying business performance.

How strong was Adient’s Q1 FY26 cash flow and balance sheet position?

Adient generated $15 million of free cash flow in Q1 FY26 and held $855 million of cash as of December 31, 2025. Gross debt was about $2.4 billion and net debt about $1.5 billion, indicating meaningful leverage but solid liquidity.

Did Adient return capital to shareholders in Q1 FY26?

Yes. Adient returned $25 million to shareholders through share repurchases of roughly 1.2 million shares in Q1 FY26. Management describes this as part of a balanced capital allocation strategy alongside investment and deleveraging priorities.

How is Adient performing in China and on-shoring opportunities?

Adient states that Q1 FY26 sales in China significantly outpaced industry production in the region, consistent with company expectations. The company also highlights ongoing on‑shoring opportunities, particularly in the Americas, as a contributor to future volume growth.

Did Adient change its financial outlook for FY26 based on Q1 results?

Yes. Adient says its solid Q1 FY26 performance and an improved vehicle production forecast support an increase in key FY26 expectations. These higher expectations apply to revenue, adjusted EBITDA and free cash flow for the fiscal year.

What sustainability developments did Adient highlight in this investor presentation?

Adient announced issuance of its 2025 Sustainability Report, highlighting strong, measurable progress on environmental goals. The company positions this report as reinforcing its commitment to long‑term stakeholder value and sustainability-related objectives across its global operations.

Filing Exhibits & Attachments

5 documents

Press Releases

EX-99.1 EX-99.1 13.3 KB

Stronger Q1 leads Adient (NYSE: ADNT) to raise key FY26 financial expectations