Adient Plc · NYSE:ADNT
Adient — JP Morgan Auto Conference 2025
8 slides from Adient's conference presentation, Aug 12, 2025
Slide 1: JP Morgan Auto Conference 2025
JP Morgan Auto Conference 2025 August 12, 2025 Adient – PUBLIC
Slide 2: Important Information
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
Slide 3: Agenda
Agenda > Business Update Jerome Dorlack President and CEO Mark Oswald Executive VP and CFO > Q&A JP Morgan Auto Conference Adient – PUBLIC 3
Slide 4: Strong first half momentum carried into Q3 as expected, driving continued improved business performance
Strong first half momentum carried into Q3 as expected, driving continued improved business performance > Strong business performance in Q3 drove improved earnings and margin vs. Q3FY24 > Generated solid free cash flow, supporting $50M of additional share repurchases in Q3 ($75M YTD) > Based on curr
Slide 5: Regional update
Regional update Americas EMEA Asia > Continued strong execution > Multi-year restructuring plan on > Continued high level of driving improved business track; prudent use of capital execution performance > See signs of regional > Winning new business with > Regional margins continue to AMER stabiliza
Slide 6: Onshoring growth opportunities in the US
Onshoring growth opportunities in the US Adient advantage from onshoring Identified opportunities where Adient has existing facility close to where customers will onshore Proactively approached customers with solutions to support them as they onshore We estimate ~600K1 annual units could be on- shor
Slide 7: Adient operating model allows us to drive shareholder value
Adient operating model allows us to drive shareholder value Consistently strong execution, delivering on our operational and financial commitments Driving value to our customers, reinforcing supplier of choice status Well-positioned for growth Executing on our balanced capital allocation approach Re
Slide 8: Q&A
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