Adient plc (ADNT) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

Per the Roarable RQD rating, ADNT scores 37 out of 100, earning a D- grade and the verdict "Roarable Sell — Vulnerable Balance Sheet & Flow." The score is built from five pillars, each weighted out of 20. The fundamental cash engine pillar scores 12/20, reflecting a ROIC of -16.2% and a 0% FCF yield, which signals that the business is not currently generating returns on invested capital or free cash relative to its market value. The whale 13F flow pillar scores 6/20 on institutional accumulation and options positioning, indicating weak institutional support in the source data. The insider conviction pillar scores 5/20 on SEC Form 4 and Congressional PTR cluster flow, pointing to limited insider buying signals. The macro regime fit pillar scores 4/20, with a beta of 1.0 and sector sensitivity that the rating treats as a headwind. The forensic balance sheet pillar scores 10/20, combining an Altman Z-Score of 2.5, a Piotroski F-Score of 4/9, and a Debt/Equity ratio of 0.5.

For a prospective investor, the practical implication is that the rating frames ADNT as a name where the valuation case must rest on a recovery in cash generation rather than on current earnings or flow. Upside drivers would need to come from margin repair and a return to positive ROIC, which the source data does not yet show. Valuation tradeoffs are significant: with no P/E or EV/EBITDA available, the market price of $17.35 cannot be benchmarked against earnings in this dataset. The forensic scores suggest moderate but not extreme balance sheet stress, so the near-term risk is more about earnings and cash conversion than immediate solvency. Second-order risks include sensitivity to the auto production cycle, which the sector classification implies but the source data does not quantify.

Per the recent news and catalysts section, the feed contains six items, all related to ADNT. Market Wire items include a Yahoo! Finance Canada stock and news page, a Benzinga Q3 2026 earnings call transcript, and a MarketBeat stock page, each flagged yellow. A Seeking Alpha report titled "Adient: Onshoring And Conquest Wins Drive Robust Backlog" is also flagged yellow as Market Wire, and it is the only item in the feed pointing to a positive operational theme in the headline. Risk Watch items are red and include a Yahoo Finance report on a modest fair value cut as analysts trim expectations, and a TradingView report on a 12-month price target cut to $24.2 that implies 37% upside. The feed therefore contains mixed signals: a backlog and onshoring narrative alongside analyst target and fair value reductions. The Butterfly supply-chain graph reports no proprietary signals and no links (see below).

Per the analyst data section, no analyst data is available. Per the holders section, no holders data is available. Consensus rating, price target consensus, SEC Form 4 insider trades, 13F institutional holdings, and Congressional trades are therefore Not available in source data, except as referenced in the news feed: a TradingView headline reports a 12-month price target cut to $24.2, and a Yahoo Finance headline reports analysts trimming expectations, both per the recent news and catalysts section.

• What are ADNT's cash and debt balances, which would allow a direct assessment of the 2.5 Altman Z-Score and 0.5 Debt/Equity ratio?
• What drove the move from positive net income in FY 2023 and FY 2024 to a net loss in FY 2025, and is operating income of $0.0M a reporting artifact or an operational reality?
• What is the basis for the reported ROIC of -16.2% and what would be required to return it to positive territory?
• Does the "onshoring and conquest wins" backlog narrative translate into revenue visibility the financials currently do not show?
• Which upstream suppliers and downstream OEM customers drive ADNT's exposure, since the supply-chain graph is empty?