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Side-by-side financial comparison of Adient plc (ADNT) and Arthur J. Gallagher & Co. (AJG). Click either name above to swap in a different company.
Adient plc is the larger business by last-quarter revenue ($3.6B vs $3.6B, roughly 1.0× Arthur J. Gallagher & Co.). Arthur J. Gallagher & Co. runs the higher net margin — 4.2% vs -0.6%, a 4.8% gap on every dollar of revenue. On growth, Arthur J. Gallagher & Co. posted the faster year-over-year revenue change (33.6% vs 4.3%). Arthur J. Gallagher & Co. produced more free cash flow last quarter ($713.4M vs $15.0M). Over the past eight quarters, Arthur J. Gallagher & Co.'s revenue compounded faster (5.5% CAGR vs -1.4%).
Adient plc is an American, Irish-domiciled company that operates as the largest manufacturer of automotive seating for customers worldwide and is based in Plymouth, Michigan, United States.
Arthur J. Gallagher & Co. (Gallagher) is an American insurance brokerage and risk management services company based in Rolling Meadows, Illinois, a suburb of Chicago. The company provides insurance brokerage and risk management services, which primarily includes processing of workers compensation and automobile insurance claims via the company's adjusters.
ADNT vs AJG — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $3.6B | $3.6B |
| Net Profit | $-22.0M | $151.1M |
| Gross Margin | 6.0% | — |
| Operating Margin | 1.1% | 5.0% |
| Net Margin | -0.6% | 4.2% |
| Revenue YoY | 4.3% | 33.6% |
| Net Profit YoY | — | -41.5% |
| EPS (diluted) | $-0.28 | $0.58 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $3.6B | $3.6B | ||
| Q3 25 | $3.7B | $3.4B | ||
| Q2 25 | $3.7B | $3.2B | ||
| Q1 25 | $3.6B | $3.7B | ||
| Q4 24 | $3.5B | $2.7B | ||
| Q3 24 | $3.6B | $2.8B | ||
| Q2 24 | $3.7B | $2.8B | ||
| Q1 24 | $3.8B | $3.3B |
| Q4 25 | $-22.0M | $151.1M | ||
| Q3 25 | $18.0M | $272.7M | ||
| Q2 25 | $36.0M | $365.8M | ||
| Q1 25 | $-335.0M | $704.4M | ||
| Q4 24 | $0 | $258.3M | ||
| Q3 24 | $79.0M | $312.6M | ||
| Q2 24 | $-11.0M | $283.4M | ||
| Q1 24 | $-70.0M | $608.4M |
| Q4 25 | 6.0% | — | ||
| Q3 25 | 6.7% | — | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | 7.2% | — | ||
| Q4 24 | 6.2% | — | ||
| Q3 24 | 6.9% | — | ||
| Q2 24 | 5.6% | — | ||
| Q1 24 | 6.1% | — |
| Q4 25 | 1.1% | 5.0% | ||
| Q3 25 | 1.7% | 10.3% | ||
| Q2 25 | 1.8% | 14.6% | ||
| Q1 25 | -7.3% | 23.4% | ||
| Q4 24 | 1.3% | 12.3% | ||
| Q3 24 | 1.8% | 14.4% | ||
| Q2 24 | 1.2% | 13.2% | ||
| Q1 24 | -1.1% | 23.7% |
| Q4 25 | -0.6% | 4.2% | ||
| Q3 25 | 0.5% | 8.1% | ||
| Q2 25 | 1.0% | 11.4% | ||
| Q1 25 | -9.3% | 18.9% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | 2.2% | 11.1% | ||
| Q2 24 | -0.3% | 10.2% | ||
| Q1 24 | -1.9% | 18.7% |
| Q4 25 | $-0.28 | $0.58 | ||
| Q3 25 | $0.17 | $1.04 | ||
| Q2 25 | $0.43 | $1.40 | ||
| Q1 25 | $-3.99 | $2.72 | ||
| Q4 24 | $0.00 | $1.10 | ||
| Q3 24 | $0.88 | $1.39 | ||
| Q2 24 | $-0.12 | $1.27 | ||
| Q1 24 | $-0.77 | $2.74 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | — |
| Total DebtLower is stronger | $2.4B | $12.9B |
| Stockholders' EquityBook value | $1.7B | $23.3B |
| Total Assets | $8.8B | $70.7B |
| Debt / EquityLower = less leverage | 1.37× | 0.55× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.4B | $12.9B | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.4B | — | ||
| Q4 24 | $2.4B | $23.0M | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.4B | — |
| Q4 25 | $1.7B | $23.3B | ||
| Q3 25 | $1.8B | $23.2B | ||
| Q2 25 | $1.8B | $23.0B | ||
| Q1 25 | $1.7B | $22.3B | ||
| Q4 24 | $1.9B | $20.2B | ||
| Q3 24 | $2.1B | $12.2B | ||
| Q2 24 | $1.9B | $11.6B | ||
| Q1 24 | $2.1B | $11.3B |
| Q4 25 | $8.8B | $70.7B | ||
| Q3 25 | $9.0B | $79.1B | ||
| Q2 25 | $8.8B | $80.1B | ||
| Q1 25 | $8.6B | $74.1B | ||
| Q4 24 | $8.5B | $64.3B | ||
| Q3 24 | $9.4B | $57.2B | ||
| Q2 24 | $9.1B | $63.0B | ||
| Q1 24 | $9.3B | $61.0B |
| Q4 25 | 1.37× | 0.55× | ||
| Q3 25 | 1.35× | — | ||
| Q2 25 | 1.34× | — | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.28× | 0.00× | ||
| Q3 24 | 1.12× | — | ||
| Q2 24 | 1.24× | — | ||
| Q1 24 | 1.16× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $80.0M | $753.0M |
| Free Cash FlowOCF − Capex | $15.0M | $713.4M |
| FCF MarginFCF / Revenue | 0.4% | 19.7% |
| Capex IntensityCapex / Revenue | 1.8% | 1.1% |
| Cash ConversionOCF / Net Profit | — | 4.98× |
| TTM Free Cash FlowTrailing 4 quarters | $174.0M | $1.8B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $80.0M | $753.0M | ||
| Q3 25 | $213.0M | $731.3M | ||
| Q2 25 | $172.0M | $-426.1M | ||
| Q1 25 | $-45.0M | $871.8M | ||
| Q4 24 | $109.0M | $739.3M | ||
| Q3 24 | $263.0M | $934.8M | ||
| Q2 24 | $158.0M | $119.5M | ||
| Q1 24 | $81.0M | $789.3M |
| Q4 25 | $15.0M | $713.4M | ||
| Q3 25 | $134.0M | $693.5M | ||
| Q2 25 | $115.0M | $-465.5M | ||
| Q1 25 | $-90.0M | $843.6M | ||
| Q4 24 | $45.0M | $695.7M | ||
| Q3 24 | $191.0M | $898.0M | ||
| Q2 24 | $88.0M | $87.7M | ||
| Q1 24 | $12.0M | $759.6M |
| Q4 25 | 0.4% | 19.7% | ||
| Q3 25 | 3.6% | 20.6% | ||
| Q2 25 | 3.1% | -14.5% | ||
| Q1 25 | -2.5% | 22.6% | ||
| Q4 24 | 1.3% | 25.6% | ||
| Q3 24 | 5.4% | 32.0% | ||
| Q2 24 | 2.4% | 3.2% | ||
| Q1 24 | 0.3% | 23.3% |
| Q4 25 | 1.8% | 1.1% | ||
| Q3 25 | 2.1% | 1.1% | ||
| Q2 25 | 1.5% | 1.2% | ||
| Q1 25 | 1.2% | 0.8% | ||
| Q4 24 | 1.8% | 1.6% | ||
| Q3 24 | 2.0% | 1.3% | ||
| Q2 24 | 1.9% | 1.1% | ||
| Q1 24 | 1.8% | 0.9% |
| Q4 25 | — | 4.98× | ||
| Q3 25 | 11.83× | 2.68× | ||
| Q2 25 | 4.78× | -1.16× | ||
| Q1 25 | — | 1.24× | ||
| Q4 24 | — | 2.86× | ||
| Q3 24 | 3.33× | 2.99× | ||
| Q2 24 | — | 0.42× | ||
| Q1 24 | — | 1.30× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ADNT
Segment breakdown not available.
AJG
| Commissions | $2.1B | 57% |
| Broker Fees | $1.2B | 33% |
| Supplemental Revenue | $131.7M | 4% |
| Investment Performance | $121.8M | 3% |
| Contingent Revenue | $83.0M | 2% |
