汽车座舱舒适系统是一套综合性的技术解决方案，专为提升车内乘员的舒适性、健康性和整体驾乘体验而设 计。它不仅包括座椅加热、通风、按摩、可调节腰部支撑、空调座椅等功能，还可能结合智能传感器、座椅位 置记忆、多区温控和人体工学优化设计，实现乘员个性化舒适体验。 此外，现代座舱舒适系统越来越多地通过数据反馈和智能控制自动调节座椅温度、支撑力度和按摩模式，从而 减轻长时间驾驶造成的疲劳，提高驾驶安全性。 舒适系统已不再是单一功能模块，而是与车载传感器、智能座舱控制平台深度集成。通过温度传感器、压力传 感器及 AI 控制算法，系统可实现智能调节，如自动加热/通风、个性化腰托支撑、情境化按摩模式，从而提升 用户体验。 总体而言，汽车座舱舒适系统是智能化、个性化和人体工学设计的集合体，通过软硬件的协同作用，实现驾乘 体验的全面升级，满足现代汽车对舒适、安全与科技感的综合要求。 汽车座舱舒适系统行业目前现状分析 市场需求增长显著 随着汽车消费从"代步工具"向"智能移动空间"转变，用户对驾乘体验的舒适性要求不断提升。传统的基础舒适 功能（如座椅加热、通风）已逐渐成为中高端车型的标配，而按摩、智能腰托、多区空调等高端舒适系统正逐 ...

Core Insights - Adient (ADNT) reported adjusted earnings per share (EPS) of 52 cents for Q4 fiscal 2025, down from 68 cents in the previous year and below the Zacks Consensus Estimate of 55 cents [1][9] - The company generated net sales of $3.69 billion, a 3.5% year-over-year increase, surpassing the Zacks Consensus Estimate of $3.63 billion [1][9] Segment Performance - The Americas segment recorded revenues of $1.79 billion, a 3.9% increase year-over-year, exceeding the Zacks Consensus Estimate of $1.76 billion. Adjusted EBITDA for this segment was $111 million, down from $116 million in the prior year, missing the consensus estimate [3] - The EMEA segment achieved revenues of $1.15 billion, up 3.9% year-over-year, and also exceeded the Zacks Consensus Estimate of $1.1 billion. Adjusted EBITDA rose to $31 million from $28 million in the previous year, surpassing the consensus estimate [4] - The Asia segment reported revenues of $783 million, an increase from $765 million in the same quarter last year, beating the Zacks Consensus Estimate of $771 million. Adjusted EBITDA fell to $106 million from $112 million in the prior year, missing the consensus estimate [5] Financial Position - As of September 30, 2025, Adient had cash and cash equivalents of $958 million, up from $945 million a year earlier. Long-term debt stood at $2.39 billion, with capital expenditures totaling $79 million compared to $72 million in the prior-year quarter [6] Guidance for FY26 - Adient anticipates fiscal 2026 revenues of $14.4 billion, a decrease from $14.54 billion in fiscal 2025. Adjusted EBITDA is projected to be $845 million, down from $881 million in fiscal 2025, with equity income expected to be $70 million and free cash flow anticipated at $90 million [7][9] Zacks Rank - Adient currently holds a Zacks Rank 3 (Hold) [8]

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Adient (ADNT) reported $3.69 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 3.5%. EPS of $0.52 for the same period compares to $0.68 a year ago.The reported revenue represents a surprise of +1.55% over the Zacks Consensus Estimate of $3.63 billion. With the consensus EPS estimate being $0.55, the EPS surprise was -5.45%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ex ...

Financial Data and Key Metrics Changes - The company reported Q4 sales of $3.7 billion, a 4% increase compared to fiscal year 2024, with adjusted EBITDA of $226 million and an adjusted EBITDA margin of 6.1% [21][22] - Full year sales totaled approximately $14.5 billion, down 1% year over year, while adjusted EBITDA remained flat at $881 million [23][24] - Free cash flow for the year was $204 million, exceeding the high end of guidance, with $125 million returned to shareholders through share buybacks [4][5][31] Business Line Data and Key Metrics Changes - The Americas saw a margin expansion of 40 basis points for the full year, driven by lower launch costs and commercial actions despite a $17 million net tariff impact [28] - EMEA results were negatively impacted by a $36 million headwind from volume mix due to lower customer production volumes, although positive business performance of $17 million was noted [29] - In Asia, business performance contributed a $34 million tailwind, offsetting a $33 million volume mix headwind due to lower sales in China [29] Market Data and Key Metrics Changes - Sales in China trailed the market due to production declines from traditional premium OEM customers, while the rest of Asia outperformed due to prior customer launches ramping to full production [25] - The company expects to achieve double-digit growth over market in China and mid-single-digit growth in North America by 2027 [13][70] Company Strategy and Development Direction - The company is focusing on automation and AI integration to enhance operational efficiency and drive long-term growth [9][14] - A new strategic partnership in China aims to deepen engagement with leading OEMs and strengthen competitive positioning [13] - The company is committed to driving sustainable value through innovation and operational excellence, with a focus on winning new business and improving customer collaboration [12][19] Management's Comments on Operating Environment and Future Outlook - Management acknowledged challenges from customer volume reductions and dynamic tariff policies but emphasized strong business execution and cash generation [4][5] - The outlook for fiscal year 2026 includes anticipated revenue declines in North America and Europe, partially offset by growth in China [34][39] - Management remains optimistic about future growth, particularly in China, and is focused on mitigating risks associated with tariffs and geopolitical factors [18][39] Other Important Information - The company has a strong liquidity position with $1.8 billion in total liquidity, including $958 million in cash and $814 million in undrawn credit [32][33] - The company plans to continue share repurchases and manage capital allocation prudently, with $135 million remaining in the share repurchase authorization [43] Q&A Session Summary Question: Can you provide insights on the 1% forecast underperformance versus S&P? - Management indicated that the underperformance is primarily due to F-150 downtime and the wind down of unprofitable business in Europe, which together account for the 1% drag [46][48] Question: What factors contribute to the high decremental volume mix? - The high decremental is attributed to unexpected F-150 downtime and Nexperia chip shortages, which have significantly impacted production and margins [51][52] Question: Can you elaborate on the $85 million investment for future growth? - The investment is essential for driving growth, with a focus on automation and AI, expected to yield significant savings over time [61][62] Question: What is the line of sight for growth over market in 2027? - Management expressed confidence in growth driven by customer launches in China and improved execution from Japanese OEMs in North America [70][71] Question: What are the expectations for revenue margins in Q1 2026? - Management anticipates a potential decline in EBITDA of $15 million to $20 million year on year due to production disruptions [84][86]

Core Viewpoint - Adient reported quarterly earnings of $0.52 per share, missing the Zacks Consensus Estimate of $0.55 per share, and down from $0.68 per share a year ago, indicating a -5.45% earnings surprise [1] Financial Performance - Adient's revenues for the quarter ended September 2025 were $3.69 billion, surpassing the Zacks Consensus Estimate by 1.55%, and up from $3.56 billion year-over-year [2] - Over the last four quarters, the company has exceeded consensus revenue estimates four times [2] Stock Performance - Adient shares have increased approximately 39.2% since the beginning of the year, outperforming the S&P 500's gain of 15.1% [3] Future Outlook - The company's earnings outlook will be crucial for determining the sustainability of its stock price movement, with current consensus EPS estimates at $0.40 for the coming quarter and $2.25 for the current fiscal year [4][7] - The Zacks Rank for Adient is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Automotive - Original Equipment industry, to which Adient belongs, is currently in the top 41% of Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]

FY25 Fourth Quarter Earnings Call November 5, 2025 Adient – PUBLIC Important Information 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 deleve ...

Core Viewpoint - Adient reported its fourth quarter 2025 financial results, highlighting a mixed performance with a net income of $18 million and an adjusted EBITDA of $226 million, while also indicating challenges ahead due to lower customer production volumes and increased growth investments [6]. Financial Performance - Q4 GAAP net income was $18 million, with diluted EPS of $0.22; adjusted EPS for Q4 was $0.52 [6]. - Adjusted EBITDA for Q4 was $226 million, resulting in an adjusted EBITDA margin of 6.1% [6]. - For the full fiscal year 2025, Adient generated $204 million in free cash flow and returned $125 million to shareholders through share repurchases, representing approximately 7% of shares outstanding at the beginning of the fiscal year [6]. Debt and Cash Position - As of September 30, 2025, Adient's gross debt and net debt were approximately $2.4 billion and $1.4 billion, respectively, with cash and cash equivalents totaling $958 million [6]. Future Outlook - Looking ahead to fiscal year 2026, Adient expects improved business performance to be offset by lower customer production volumes and increased growth investments [6].

Exhibit 99.1 4DIENT PRESS RELEASE Nov. 5, 2025 Adient reports solid fourth quarter and full-year 2025 financial results Provides full year FY26 outlook FOURTH QUARTER 2025 FINANCIAL RESULTS | | | | NET INCOME | EbS | | --- | --- | --- | --- | --- | | REVENUE | | EBIT | attributable to Adient | DILUTED | | AS REPORTED $3,688M | | $120M | $18M | $0.22 | | vs. Q4 2024 | 4% | (8) % | (77) % | (76)% | | ADJ. | | ADJ. | ADJ. NET INCOME | ADJ. EPS | | EBIL | | EBITIDA | attributable to Adient | DILUTED | | AS ADJU ...

Adient (ADNT) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended September 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on November 5, might help the stock move higher if these key numbers are better than expectati ...