Adient (ADNT) investor relations material

2026 and 2027 outlook

• Delivering on 2026 commitments with strong execution and resilience across regions, outpacing the market despite macro challenges.

• Growth over market expected in Americas and China, with continued share buybacks, voluntary debt paydown, and upsized repurchase authorization planned.

• Program wins from onshoring in the U.S. and growth in China to drive top-line and margin improvements into 2027.

• Restructuring in Europe and inventory levels remain variables impacting future production and costs.

• Ongoing investment in automation and fiscal discipline to support business performance and margin expansion.

Americas region performance and strategy

• Americas region anticipates over $400 million in new incremental conquest and onshoring business in coming years.

• Recent launches include Kia Telluride and Rivian R2 seats, with strategic wins like Dodge Durango and VW business.

• Focus on innovation, automation, and AI to drive cost-effectiveness and quality, with pilots showing sub-two-year paybacks.

• Reduction of $100 million in low-margin third-party metals business and consolidation of four plants over two years.

• Strong customer and supplier relationships, flexible manufacturing, and operational discipline underpin growth and margin opportunities.

Automation and innovation

• Automation projects target non-value-added activities, with global best practices shared across regions.

• Payback periods for automation investments are under two years, with successful pilots rapidly scaled.

• Innovations include material handling and component installation, benchmarked against China operations.

• Plant-level adoption and peer advocacy accelerate network-wide implementation.

• Automation spend within CapEx has doubled in recent years and is expected to rise further.