Adient – PUBLIC J.P. Morgan Auto Conference 2026 August 13, 2026
Adient – PUBLIC 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 the meaning of the Private Securities Litigation Reform Act of 1995. In this document, statements regarding Adient’s expectations for its deleveraging activities, the timing, benefits and outcomes of those activities, as well as its future financial position, sales, costs, earnings, cash flows, other measures of results of operations, capital expenditures or debt levels and plans, objectives, market position, outlook, targets, guidance or goals are forward-looking statements. Words such as “may,” “will,” “expect,” “intend,” “estimate,” “anticipate,” “believe,” “should,” “forecast,” “project” or “plan” or terms of similar meaning are also generally intended to identify forward-looking statements. Adient cautions that these statements are subject to numerous important risks, uncertainties, assumptions and other factors, some of which are beyond Adient’s control, that could cause Adient’s actual results to differ materially from those expressed or implied by such forward-looking statements, including, among others, risks related to: the effects of local and national economic, credit and capital market conditions (including the persistence of high interest rates, vehicle affordability and volatile currency exchange rates) on the global economy, increased competitive pressures in the EMEA and Asia regions from Chinese OEMs, uncertainties in U.S. administrative policy regarding trade agreements, tariffs and other international trade relations, automotive vehicle production levels, mix and schedules, as well as the concentration of exposure to certain automotive manufacturers particularly new entrants in the China market, shifts in market shares among vehicles, vehicle segments or away from vehicles on which Adient has significant content, changes in consumer demand, risks associated with Adient’s joint ventures, volatile energy markets, Adient’s ability and timing of customer recoveries for increased input costs, the availability of raw materials and component products (including components required by Adient’s customers for the manufacture of vehicles), risks associated with warranty and product recall and product liability exposures, geopolitical uncertainties such as the Middle East and Ukraine conflicts and the impact on the regional and global economies and additional pressure on commodities, supply chain and vehicle production, the ability of Adient to effectively launch new business at forecast and profitable levels, the ability of Adient to successfully identify suitable opportunities for organic investment and/or acquisitions and to integrate such investments and/or acquisitions, work stoppages, including due to strikes, supply chain disruptions and similar events, wage inflationary pressures due to labor shortages and new labor negotiations, the ability of Adient to execute its restructuring plans and achieve the desired benefit, the ability of Adient to meet debt service requirements and terms of future financing, the impact of global tax reform legislation, the impact of more aggressive positions taken by tax authorities, potential adjustment of the value of deferred tax assets, global climate change and related emphasis on sustainability matters by various stakeholders, and the ability of Adient to achieve its sustainability-related goals, cancellation of, or changes to, commercial arrangements, and the ability of Adient to identify, recruit and retain key leadership. A detailed discussion of risks related to Adient’s business is included in the section entitled “Risk Factors” in Adient’s Annual Report on Form 10-K for the fiscal year ended September 30, 2025 filed with the U.S. Securities and Exchange Commission (the “SEC”) on November 18, 2025, in Adient’s Quarterly Report on Form 10-Q for the fiscal quarter ended June 30, 2026, and in subsequent reports filed with or furnished to the SEC, available at www.sec.gov. Potential investors and others should consider these factors in evaluating the forward-looking statements and should not place undue reliance on such statements. The forward-looking statements included in this document are made only as of the date of this document, unless otherwise specified, and, except as required by law, Adient assumes no obligation, and disclaims any obligation, to update such statements to reflect events or circumstances occurring after the date of this document. In addition, this document includes certain projections provided by Adient with respect to the anticipated future performance of Adient’s businesses. Such projections reflect various assumptions of Adient’s management concerning the future performance of Adient’s businesses, which may or may not prove to be correct. The actual results may vary from the anticipated results and such variations may be material. Adient does not undertake any obligation to update the projections to reflect events or circumstances or changes in expectations after the date of this document or to reflect the occurrence of subsequent events. No representations or warranties are made as to the accuracy or reasonableness of such assumptions, or the projections based thereon. This document also contains non-GAAP financial information because Adient’s management believes it may assist investors in evaluating Adient’s on-going operations. Adient believes these non-GAAP disclosures provide important supplemental information to management and investors regarding financial and business trends relating to Adient’s financial condition and results of operations. Investors should not consider these non-GAAP measures as alternatives to the related GAAP measures. A reconciliation of non-GAAP measures to their closest GAAP equivalent are included in the appendix. This document also contains the key performance indicator of business performance, which is defined as the difference in period-over-period Adjusted EBITDA excluding production volume/mix, equity income, foreign exchange and net commodity pricing. Management believes this key performance indicator encompasses the significant drivers of the performance of the business that are within management’s ability to influence and may assist investors in evaluating Adient’s on-going operations and provide important supplemental information regarding financial and business trends relating to Adient’s financial condition and results of operations. Investors should not consider this key performance indicator as an alternative to our GAAP financial results. Important Information August 13, 2026J.P. Morgan Auto Conference 2026 2
Adient – PUBLIC Agenda > Business Update Mark Oswald Executive VP and CFO Jim Conklin Executive VP Americas > Q&A J.P. Morgan Auto Conference 2026 3
Adient – PUBLIC Resilient FY26 execution builds momentum into FY27 Focused on creating sustainable, long-term value FY26: DELIVERING COMMITMENTS Growth over market Program execution and customer wins driving strong growth in key regions Returning capital while maintaining balance sheet discipline Leverage within target range. $55M in share repurchases YTD; upsizing of existing authorization expected Resilience through external volatility Successfully navigating temporary supplier, customer and macroeconomic headwinds FY27: ENTERING WITH STRENGTH Strong business performance supports margin expansion plans Continuous improvement, automation, restructuring and commercial discipline Program wins and launches drive growth Growth over market expected to continue FY27 outlook taking shape ‘Fine tuning’ other market assumptions: vehicle production volumes, FX, input costs, CAPEX, restructuring J.P. Morgan Auto Conference 2026 August 13, 2026 4
Adient – PUBLIC August 13, 2026 A M E R I C A S Executing Today, Investing for Profitable Growth Tomorrow Americas is translating execution, customer and supplier partnerships, and targeted self-help into stronger performance and disciplined growth J.P. Morgan Auto Conference 2026 Operational execution – Delivering through volatility Sales growth and margin expansion despite temporary headwinds Americas Q3 Adj.-EBITDA increased $13M y-o-y to $125M Execution discipline across launches, quality, cost management, and flexibility Customer / supplier partnerships – Staying close to the value chain Working directly with customers and suppliers to manage volatility Executing on dynamic vehicle production schedules – full size pickups Actively engaging in additional onshoring discussions Innovation and automation – Investing in operational efficiency Advancing automation to improve productivity and quality Targeting self-help actions to increase production flexibility Investing to support current and future operational capabilities Laser-focused on growth – Strategically growing new business New program launches driving growth over market in core business New business wins support revenue durability Disciplined portfolio optimization i.e. third-party metals business rolls off 5
Adient – PUBLIC Q&A
Adient – PUBLIC Appendix and Financial Reconciliations FY26 Third Quarter
Adient – PUBLIC August 13, 2026 8J.P. Morgan Auto Conference 2026 Non-GAAP reconciliations – Adj.-EBITDA
Adient – PUBLIC Segment performance August 13, 2026J.P. Morgan Auto Conference 2026 9 Americas EMEA Asia Corporate/ Eliminations Consolidated Americas EMEA Asia Corporate/ Eliminations Consolidated Net Sales 1,611 1,129 772 (17) 3,495 1,642 1,205 819 (22) 3,644 Adjusted EBITDA 85 22 111 (22) 196 80 34 115 (22) 207 Adjusted Equity Income - 5 16 - 21 - 5 24 - 29 Depreciation 31 27 11 - 69 31 26 12 - 69 Capex 27 27 10 - 64 28 24 13 - 65 Americas EMEA Asia Corporate/ Eliminations Consolidated Americas EMEA Asia Corporate/ Eliminations Consolidated Net Sales 1,699 1,231 707 (26) 3,611 1,884 1,272 734 (25) 3,865 Adjusted EBITDA 94 50 110 (21) 233 109 45 92 (23) 223 Adjusted Equity Income - 3 16 - 19 - 4 10 - 14 Depreciation 30 26 11 - 67 27 27 14 - 68 Capex 15 20 10 - 45 35 25 13 - 73 Americas EMEA Asia Corporate/ Eliminations Consolidated Americas EMEA Asia Corporate/ Eliminations Consolidated Net Sales 1,760 1,268 721 (8) 3,741 1,928 1,211 810 (20) 3,929 Adjusted EBITDA 112 21 113 (20) 226 125 14 107 (21) 225 Adjusted Equity Income - 5 18 - 23 - 5 15 - 20 Depreciation 33 26 12 - 71 33 30 11 - 74 Capex 18 28 11 - 57 28 26 13 - 67 Americas EMEA Asia Corporate/ Eliminations Consolidated Americas EMEA Asia Corporate/ Eliminations Consolidated Net Sales 5,070 3,628 2,200 (51) 10,847 5,454 3,688 2,363 (67) 11,438 Adjusted EBITDA 291 93 334 (63) 655 314 93 314 (66) 655 Adjusted Equity Income - 13 50 - 63 - 14 49 - 63 Depreciation 94 79 34 - 207 91 83 37 - 211 Capex 60 75 31 - 166 91 75 39 - 205 YTD 2025 YTD 2026 Q3 2025 Q3 2026 Q1 2025 Q1 2026 Q2 2025 Q2 2026