Adient's Adjusted Net Profit Surges 31% Year Over Year in Third Fiscal Quarter

According to foreign media reports, the tariff pressures imposed by the United States on the automotive industry have presented new opportunities for Adient, a car seat supplier. Adient recently announced that it will take on more orders from Nissan, as Nissan is shifting production of its Rogue crossover from Japan to Tennessee, USA. In addition, Adient has also won new business from an unnamed Asian automaker, which plans to move the production of a small SUV currently manufactured in Canada to the United States.

Image source: Adient

Jerome Dorlack, CEO of Adient, estimates that due to the Trump administration's tariffs on imported vehicles, the production of 600,000 cars per year may shift from other countries to the United States. Jerome Dorlack stated in a conference call with investment analysts, "We look forward to capturing more than a fair share of the opportunity with minimal incremental investment. We proactively offer solutions to our customers to support their reshoring needs by identifying overlaps in business coverage areas."

Adient is the latest auto parts supplier to raise its sales and profit forecasts despite being affected by tariffs. Automakers are under pressure from import duties, which have already wiped out billions of dollars from their net profits. In the third quarter of fiscal year 2025, Adient lost $4 million due to tariffs, which was only one-third of the expected impact. Like other auto parts suppliers, Adient expects customers to bear most of the costs.

Adient announced that for the third quarter of fiscal year 2025 (April 1, 2025, to June 30, 2025), its consolidated net sales were $3.741 billion, a slight increase of 1% year-on-year, slightly higher than $3.716 billion in the same period of fiscal year 2024 (April 1, 2024, to June 30, 2024); adjusted EBITDA was $226 million, up 12% year-on-year; adjusted net income surged 31% year-on-year to $38 million; adjusted EBITDA margin increased from 5.4% in the same period of fiscal year 2024 to 6%.

Based on strong financial performance, Adient has set its fiscal year 2025...（2024 10 1 2025 9 30 The forecast for consolidated revenue and adjusted EBITDA has been raised to approximately $14.4 billion and $875 million, respectively, compared to the previous forecast of $13.9 billion and $850 million.

Jerome Dorlack stated that Andotuo has a large production base in the United States, which gives it a strategic advantage under the new trade regime. He pointed out that about 75% of the company's North American production activities are located in the United States, compared to 55% for its largest competitor. Jerome Dorlack said, "Other customers have approached us, hoping to adjust their supply chains to shift more business from Mexico, Canada, and even Japan to the United States."

In the "Automotive News" published in the United States2025In the global top 100 automotive parts suppliers ranking of the year, Adient is ranked at number18 2024 Sales revenue from global automobile manufacturers147billion US dollars.

U.S. automotive seat and electronics systems supplier Lear is also actively adapting to rapidly changing customer demands amid tariff pressures. The company’s CEO, Ray Scott, said that Lear is shifting production from Mexico to the United States (including Michigan) and utilizing surplus local capacity to take on new orders.

Additionally, Irish automotive parts supplier Aptiv continues to emphasize the positive impact of tariffs, despite the fact that tariffs pose serious risks to production and sales volume. Aptiv CEO Kevin Clark stated that the cost pressure on automakers has driven them to turn to suppliers in search of cost-saving opportunities.