Adient (ADNT) in Pzena Global Small Cap Focused Value Q1 2025

Tariff Concerns Impacting Automotive Production

May 31, 2025

Summary

Faced challenges due to tariff concerns affecting automotive production.
Most production is co-located with customers, mitigating some risks.
Potential risks from broader auto demand fluctuations.
Strategic positioning to manage cost pressures and maintain profitability.

Adient (ADNT, Financial) was discussed in the Pzena Global Small Cap Focused Value strategy's Q1 2025 fund letter as facing significant challenges due to tariff concerns impacting automotive production. Despite these hurdles, Adient's strategic co-location with customers helps mitigate some risks, positioning it to manage cost pressures effectively.

"Automotive seat supplier Adient fell amid tariff concerns and their potential to negatively impact automotive production and profitability. Most of Adient’s production is co-located with customers, but they, like competitors, have components that are subject to tariffs." — Pzena Global Small Cap Focused Value, Q1 2025 Fund Letter

Read full letter at gurufocus Pzena Global Small Cap Focused Value strategy 2025 Q1 page.

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