"Over the last 25 years, on six lists of Leading Women, Automotive News has honored 442 executives. This year's group of Leading Women has 24 presidents and CEOs and nine other C-suite executives; the first group, in 2000, had 14 presidents and CEOs and five others in the C-suite," said Mary Beth Vander Schaaf, Automotive News senior director of editorial operations. The 2025 class of Automotive News' 100 Leading Women in the North American Auto Industry emerged from a months-long nomination and judging pro ...

Core Insights - Quadient has reached a significant milestone with over 300 higher education institutions in the U.S. utilizing Parcel Pending by Quadient Lockers for various logistical needs, including package pickup and addressing food insecurity among students [1][4]. Group 1: Adoption and Impact - The adoption of Quadient Lockers is driven by the need to modernize package management on campuses, with automated lockers providing alerts to students, faculty, and staff when packages are ready for pickup [2]. - A notable factor in reaching the 300 institution milestone is the integration of Quadient Lockers into campus food security programs, addressing the issue of food insecurity that affects 23% of undergraduate students [3]. Group 2: Technology and Solutions - Quadient's Campus Hub solution combines its Web Tracking System with automated lockers, ensuring a full chain of custody for goods distributed across campuses [4]. - The company has installed over 25,700 smart locker units globally, with ongoing expansion in key markets such as the U.S., Japan, and Europe [5].

汽车座椅控制器是一种集成于车辆座椅系统中的电子控制装置，通过硬件电路与软件算法的协同工作，实现对座椅位置、角度、支撑度及 附加功能（如加热、通风、按摩、记忆等）的精准调节。其核心由微控制器（ MCU ）、传感器网络（如压力、位移、温度传感器）、执 行机构（电机、加热元件）及人机交互界面（物理按键、触摸屏或车载系统联动）构成，能够根据驾驶员或乘客的个性化需求，通过预设 程序或实时反馈自动优化座椅姿态，同时支持与车辆 CAN/LIN 总线通信，实现与安全带、安全气囊等安全系统的联动，兼顾驾乘舒适 性、人体工程学适配和主动安全防护。 当前，全球汽车座椅控制器市场正处于快速发展阶段，市场规模持续扩大。根据 QYR （恒州博智）的数据， 2024 年全球市场销售额达到 了 36.85 亿美元，预计到 2031 年将达到 70.31 亿美元， 2025 至 2031 年的年复合增长率（ CAGR ）为 8.86% 。这种增长趋势的背后，是座 椅控制技术在汽车舒适性、智能化及个性化需求方面的重要支撑。随着电动化与智能座舱的发展，座椅控制器逐渐从基础调节向多功能集 成演进，成为提升整车品质与用户体验的关键模块。这种市场态势不 ...

Quadient is recognized by QKS Group for its data-driven analytics, seamless integration with major ERP systems and scalable SaaS platform Quadient (Euronext Paris: QDT), a global automation platform powering secure and sustainable business connections, has been positioned as a Leader in the SPARK Matrix™: Accounts Receivable Applications, 2025. This marks the fourth consecutive year Quadient has been named as a leader in the report produced by the technology advisory and research firm QKS Group. Quadient be ...

The partnership supports seamless, secure payments through Quadient’s AR and AP solutions for businesses across North America, the UK and Europe Quadient (Euronext Paris: QDT), a global automation platform powering secure and sustainable business connections, and Nuvei, a leading global payments company, today announced a strategic technology partnership to enhance cloud payment capabilities for businesses globally. Through this partnership, Nuvei’s advanced payment processing technology is now integrated i ...

Core Viewpoint - Adient plc is positioned to benefit from its diverse customer base and international presence, despite facing challenges such as high restructuring costs in Europe and uncertainty regarding year-end customer recoveries [1] Group 1: Market Position and Business Wins - Adient has established a strong market position through a broad range of products and a diverse customer base, which is expected to strengthen further [2] - In fiscal 2024, Adient secured new and renewal contracts totaling approximately $1 billion in annual revenues, with around 90% of these agreements involving local OEMs, many set to launch in fiscal years 2026 and 2027 [3] Group 2: Regional Performance and Strategy - The company is gaining momentum in the EMEA region, driven by restructuring benefits and securing key programs with European customers, while also developing opportunities with China-based OEMs [4] - Adient is focusing on enhancing efficiency by phasing out lower-performing segments and launching higher-margin programs expected to positively impact results in 2026 [4] Group 3: Innovations and Automation - Adient's initiatives in automation and modularity are yielding positive results, with automation reducing labor costs and improving quality, speed, and safety [5] - The implementation of AI-powered welding inspection and partnerships for 3D sewing automation are enhancing precision and reducing labor needs, differentiating Adient in supporting China OEMs expanding internationally [5] Group 4: Challenges and Financial Outlook - Sales in China are lagging, with revenues expected to remain stable or slightly decline in fiscal 2025 due to an unfavorable production mix [6] - Adient anticipates higher European restructuring costs and has revised its free cash flow outlook to $150-$170 million from a previous estimate of $180 million [6]

Group 1 - Adient reported $3.61 billion in revenue for the quarter ended March 2025, a year-over-year decline of 3.7% [1] - The EPS for the same period was $0.69, compared to $0.54 a year ago, indicating a significant increase [1] - The reported revenue exceeded the Zacks Consensus Estimate of $3.47 billion, resulting in a surprise of +4.07% [1] Group 2 - Adient's EPS surprise was +91.67%, with the consensus EPS estimate being $0.36 [1] - The company's shares returned +22.2% over the past month, outperforming the Zacks S&P 500 composite's +10.6% change [3] - Adient currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3] Group 3 - Net Sales in the Americas reached $1.70 billion, exceeding the average estimate of $1.59 billion, representing a +2.4% change year-over-year [4] - Net Sales in Asia were reported at $707 million, below the average estimate of $735.50 million, reflecting a -4.7% change year-over-year [4] - Net Sales in EMEA amounted to $1.23 billion, surpassing the average estimate of $1.16 billion, but showing a -10.2% change year-over-year [4]

Adient (ADNT) Q2 2025 Earnings Call May 07, 2025 08:30 AM ET Company Participants Michael Heifler - VP - IR & StrategyJerome Dorlack - President & CEOMark Oswald - Executive VP & CFOJoseph Spak - Managing Director Conference Call Participants Emmanuel Rosner - Managing Director - Senior Autos & Auto Technology AnalystJames Picariello - Director & Sr. Automotive AnalystColin Langan - Automotive & Mobility AnalystDan Levy - Senior Equity Research AnalystEdison Yu - Analyst Operator Welcome and thank you for s ...

Financial Data and Key Metrics Changes - Adjusted EBITDA for Q2 was $233 million, up 3% year-on-year, with EBITDA margins expanding by 40 basis points to 6.5% [30][31] - Consolidated sales decreased to approximately $3.6 billion, a decline of $139 million compared to Q2 fiscal year 2024, primarily due to lower customer volumes and foreign exchange impacts [32][33] - Free cash flow for Q2 was an outflow of $90 million, consistent with internal expectations reflecting normal seasonality [39] Business Line Data and Key Metrics Changes - In the Americas, sales increased due to favorable comparisons with the previous year, driven by key customer programs reaching full run rates [33][34] - EMEA experienced lower production volumes but began to see improvements from restructuring efforts, with a recorded non-cash goodwill impairment of $333 million due to market value declines [22][30] - Asia's performance was flat year-on-year, with expectations for growth driven by new business with local OEMs [23][34] Market Data and Key Metrics Changes - The Americas outperformed industry volumes, while EMEA faced headwinds from weaker market demand [33][34] - In Asia, sales in China underperformed due to lower volumes from traditional luxury OEM customers, but new customer launches outside China are expected to drive growth [33][34] Company Strategy and Development Direction - The company is focused on mitigating tariff impacts through resourcefulness and leveraging its global footprint to create value for customers [13][17] - Adient aims to capitalize on growth opportunities by focusing on more profitable business and investing in innovation and efficiency measures [10][17] - The company is committed to maintaining operational excellence and solid execution to navigate macroeconomic volatility [9][28] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to manage tariff exposure and emphasized the importance of USMCA compliance [15][17] - The outlook for the second half of fiscal year 2025 remains positive, with expectations for continued strong business performance despite potential volume headwinds from tariffs [45][46] - Management highlighted the resilience of the operating model and the ability to mitigate external pressures [30][31] Other Important Information - Adient received multiple awards for supplier excellence, including recognition from GM and Toyota for quality and performance [11][12] - The company has a strong cash balance of $754 million and total liquidity of $1.6 billion, with no near-term debt maturities [41][42] Q&A Session Summary Question: Can you clarify the progress on tariffs and the roadmap for recovery? - Management indicated that the roadmap includes ongoing price negotiations and cost offsets, with 75% of the gross position already resolved [57][58] Question: How is the EMEA region performing relative to expectations? - Management noted that while EMEA showed positive business performance, it is still subject to variability and should not be seen as a trend [60][62] Question: What is the outlook for margins and cost efficiency actions? - Management expects significant opportunities for margin improvement, particularly in the Americas, while cautioning that EMEA may not see inflection until 2026 [71][74] Question: How are FX assumptions impacting guidance? - Management maintained previous FX assumptions due to volatility, indicating potential translational upside if rates hold [77][78] Question: What is the current mindset on capital allocation? - Management reiterated a measured approach to capital allocation, focusing on investments in the business and potential share repurchases based on cash generation and market clarity [80][82]

Financial Performance - Q2 FY2025 revenue was $3.611 billion, a decrease of 4% compared to Q2 FY2024, primarily due to lower customer volume in Europe[2] - Adjusted EBITDA for Q2 FY2025 was $233 million, up 3% year-over-year, with an adjusted EBITDA margin of 6.5%, an increase of 40 basis points from Q2 FY2024[3] - The company reported a GAAP net loss of $335 million for Q2 FY2025, including a $333 million non-cash goodwill impairment[7] - In Q2 FY2025, adjusted EPS was $0.69, reflecting an 18% increase compared to the prior year[2] - Net loss attributable to Adient for Q1 2025 was $335 million, compared to a net loss of $70 million in Q1 2024, indicating a significant decline in profitability[21] - The company’s diluted loss per share for Q1 2025 was $(3.99), compared to $(0.77) in Q1 2024, reflecting worsening financial performance[30] - Net loss for Q1 2025 was $313 million, compared to a net loss of $49 million in Q1 2024, representing a significant increase in losses[33] - Adjusted net income attributable to Adient was $58 million in Q1 2025, compared to $49 million in Q1 2024, showing an 18.4% increase[34] Revenue Outlook - Adient maintains its FY2025 revenue outlook at approximately $13.9 billion and adjusted EBITDA at around $850 million, with no changes from previous guidance[14] Cash Flow and Debt - Adient's cash and cash equivalents totaled $754 million as of March 31, 2025, with gross debt at approximately $2.4 billion[11] - Cash provided by operating activities was negative at $(45) million for Q1 2025, a decline from positive cash flow of $81 million in Q1 2024[25] - Cash and cash equivalents decreased to $754 million as of March 31, 2025, down from $945 million as of September 30, 2024[23] - Net debt as of March 31, 2025, was $1,642 million, an increase from $1,460 million as of September 30, 2024[40] - The net leverage ratio increased to 1.90 as of March 31, 2025, compared to 1.66 as of September 30, 2024[40] Segment Performance - The Americas segment reported adjusted EBITDA of $94 million in Q2 FY2025, up from $80 million in Q2 FY2024, driven by positive volume and mix[8] - The Americas segment reported net sales of $1,699 million, while EMEA and Asia reported $1,231 million and $707 million, respectively[28] Operational Challenges - Restructuring and impairment costs surged to $351 million in Q1 2025, compared to $125 million in Q1 2024, highlighting increased operational challenges[21] - The company recorded a goodwill impairment charge of $333 million during the three months ended March 31, 2025[41] Investments and Awards - Adient's China Technical Center expansion in Chongqing represents a significant investment in long-term growth and product innovation[4] - The company received multiple awards, including the Best Supplier Award for ESG Management from Hyundai Motor Group, highlighting its commitment to operational excellence[6]