ADNT as of Oct 31 · 13:00 ET

ADNTNYSEMotor Vehicle Parts & Accessories

Adient plc · Brief

Next report

4 days

Nov 4 · before openest.Q4 FY26

Earnings

Expected move

Inputs

±9.8%implied · straddle

15.0518.33

spot 16.69exp Nov 20ATM strike 17.5ATM straddle 1.93IV 56%

Oct 30 close

Expected move

Inputs

Implied vs realized

8 reportsHistory

2 of 8≥ implied

avg implied: ±9.3%
avg realized: ±6.6%

Nov 8 '24±8.7%▲+2.21%×0.25

Jan 28 '25±9.2%▲+3.70%×0.40

May 7 '25±7.8%▼−0.47%×0.06

Aug 6 '25±8.6%▲+3.48%×0.40

Nov 5 '25±9.1%▼−16.72%×1.84

Q1 FY26±9.6%▲+15.19%×1.59

Q2 FY26±8.9%▲+7.98%×0.89

Q3 FY26±12.9%▼−3.02%×0.23

quarterimplied−20%0+20%realized×

Q3 FY26±12.9%▼−3.02%×0.23

Q2 FY26±8.9%▲+7.98%×0.89

Q1 FY26±9.6%▲+15.19%×1.59

Nov '25±9.1%▼−16.72%×1.84

Aug '25±8.6%▲+3.48%×0.40

May '25±7.8%▼−0.47%×0.06

2 older reports

Jan '25±9.2%▲+3.70%×0.40

Nov '24±8.7%▲+2.21%×0.25

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Bull & bear

Nov 4 report · est.

Bull2 of 3

11.00%share of Gentherm Inc revenue coming from Adient, per Gentherm filingSEC filings

+2.70%change in shares held by the ten largest reporting managers over the latest quarter13F · Jun 30 '26

Bear2 of 3

9 of 23of the largest reporting managers that cut their stake in the latest quarter13F · Jun 30 '26

30managers whose positions together make up four fifths of reported value13F · Jun 30 '26

AI captions · Sep 28 '26once per report · top 2 per case

Linked exposure

ADNT report session

Suppliers 1

THRMGentherm×0.42

Customers 4

STLAStellantis N.V×0.48 FFord Motor×0.37 GMGeneral Motors×0.34 HMCHonda Motor×0.27

× = co-movement · max 500dSource: SEC filings · market data

Latest changes

30 daysAll changes

Oct 21impliedImplied move: ±13.6% into Nov 4 earnings (Oct 21 close).Source

Your note

privateThesis 0 · Decisions 0 · Observations 0

No thesis.