Dauch (DCH)
Market Price (11/8/2026): $4.53 | Market Cap: $1.1 BilSector: Consumer Discretionary | Industry: Automotive Parts & Equipment
Dauch (DCH)
Market Price (11/8/2026): $4.53Market Cap: $1.1 BilSector: Consumer DiscretionaryIndustry: Automotive Parts & Equipment
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 65% Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -26% Megatrend and thematic driversMegatrends include Electric Vehicles & Autonomous Driving, Automation & Robotics, and Advanced Materials. Themes include EV Manufacturing, Show more. | Weak multi-year price returns2Y Excs Rtn is -50%, 3Y Excs Rtn is -103% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 385% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -25% Key risksDCH key risks include [1] failing to adapt its product portfolio from internal combustion to electric vehicle technologies and [2] successfully integrating the recent Dowlais Group acquisition to realize expected synergies. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 65% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -26% |
| Megatrend and thematic driversMegatrends include Electric Vehicles & Autonomous Driving, Automation & Robotics, and Advanced Materials. Themes include EV Manufacturing, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -50%, 3Y Excs Rtn is -103% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 385% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -25% |
| Key risksDCH key risks include [1] failing to adapt its product portfolio from internal combustion to electric vehicle technologies and [2] successfully integrating the recent Dowlais Group acquisition to realize expected synergies. |
Qualitative Assessment
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Updated on 11/6/2026
Dauch (DCH) stock has lost about 20% since 7/31/2026 because of the following key factors:
1. Significant Net Loss and Reduced Adjusted Earnings per Share in Fiscal Q3 2026.
Dauch reported a net loss attributable to the company of $(45.3) million for fiscal Q3 2026, a notable reversal from a net income of $9.2 million in the same period of fiscal 2025. Concurrently, adjusted earnings per share declined to $0.22 in fiscal Q3 2026, compared to $0.30 in fiscal Q3 2025, signaling a substantial decrease in profitability despite a significant increase in sales driven by the Dowlais acquisition.
2. Lowered Full-Year Adjusted EBITDA Guidance Due to Inflationary Pressures and Production Volatility.
The company revised its full-year fiscal 2026 Adjusted EBITDA guidance downwards to a range of $1.35 billion to $1.375 billion, from its previous forecast of $1.36 billion to $1.425 billion. This reduction was primarily attributed to persistent inflationary pressures, including higher fuel and energy costs, as well as increased Tier 2 and Tier 3 supplier stress, and customer production volatility, indicating a more challenging operating environment for the remainder of the fiscal year.
Show more
Dauch (DCH) stock has lost about 20% since 7/31/2026 because of the following key factors:
1. Significant Net Loss and Reduced Adjusted Earnings per Share in Fiscal Q3 2026.
Dauch reported a net loss attributable to the company of $(45.3) million for fiscal Q3 2026, a notable reversal from a net income of $9.2 million in the same period of fiscal 2025. Concurrently, adjusted earnings per share declined to $0.22 in fiscal Q3 2026, compared to $0.30 in fiscal Q3 2025, signaling a substantial decrease in profitability despite a significant increase in sales driven by the Dowlais acquisition.
2. Lowered Full-Year Adjusted EBITDA Guidance Due to Inflationary Pressures and Production Volatility.
The company revised its full-year fiscal 2026 Adjusted EBITDA guidance downwards to a range of $1.35 billion to $1.375 billion, from its previous forecast of $1.36 billion to $1.425 billion. This reduction was primarily attributed to persistent inflationary pressures, including higher fuel and energy costs, as well as increased Tier 2 and Tier 3 supplier stress, and customer production volatility, indicating a more challenging operating environment for the remainder of the fiscal year.
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Updated on 11/6/2026
Dauch (DCH) stock has lost about 20% since 7/31/2026 because of the following key factors:
1. Significant Net Loss and Reduced Adjusted Earnings per Share in Fiscal Q3 2026.
Dauch reported a net loss attributable to the company of $(45.3) million for fiscal Q3 2026, a notable reversal from a net income of $9.2 million in the same period of fiscal 2025. Concurrently, adjusted earnings per share declined to $0.22 in fiscal Q3 2026, compared to $0.30 in fiscal Q3 2025, signaling a substantial decrease in profitability despite a significant increase in sales driven by the Dowlais acquisition.
2. Lowered Full-Year Adjusted EBITDA Guidance Due to Inflationary Pressures and Production Volatility.
The company revised its full-year fiscal 2026 Adjusted EBITDA guidance downwards to a range of $1.35 billion to $1.375 billion, from its previous forecast of $1.36 billion to $1.425 billion. This reduction was primarily attributed to persistent inflationary pressures, including higher fuel and energy costs, as well as increased Tier 2 and Tier 3 supplier stress, and customer production volatility, indicating a more challenging operating environment for the remainder of the fiscal year.
3. Increased Debt Load and Higher Interest Expenses Post-Acquisition.
Following the acquisition of Dowlais Group in fiscal Q1 2026, Dauch's long-term debt, net, rose to $4,895.0 million by September 30, 2026. This increased debt significantly impacted the company's financial performance, with net interest expense more than doubling to $80.9 million in fiscal Q3 2026 from $35.7 million in the prior-year quarter, placing additional strain on its net income.
4. Negative Analyst Sentiment and Reduced Price Targets.
Several financial analysts downgraded their ratings or significantly cut price targets for Dauch stock during October 2026. Notably, Bank of America Securities downgraded DCH to "Sell" from a previous "Hold" rating and reduced its price target from $10 to $5 on October 15, 2026. Other firms, including Stifel Nicolaus and Barclays, also lowered their price targets, reflecting a more cautious outlook on the company's future performance.
5. Decline in Automotive Production Volumes and Key Program Impact.
Dauch's performance was negatively affected by broader automotive industry trends, including a decline in global production of approximately 2% and North American production of about 5% year-over-year in fiscal Q3 2026. Additionally, the company experienced lower volumes for key programs, specifically a 15% year-over-year decline in Ram Heavy Duty truck volumes and production downtime at General Motors for its large pickup truck program, directly impacting sales and operational efficiency.
Show less
Dauch (DCH) stock has lost about 20% since 7/31/2026 because of the following key factors:
1. Significant Net Loss and Reduced Adjusted Earnings per Share in Fiscal Q3 2026.
Dauch reported a net loss attributable to the company of $(45.3) million for fiscal Q3 2026, a notable reversal from a net income of $9.2 million in the same period of fiscal 2025. Concurrently, adjusted earnings per share declined to $0.22 in fiscal Q3 2026, compared to $0.30 in fiscal Q3 2025, signaling a substantial decrease in profitability despite a significant increase in sales driven by the Dowlais acquisition.
2. Lowered Full-Year Adjusted EBITDA Guidance Due to Inflationary Pressures and Production Volatility.
The company revised its full-year fiscal 2026 Adjusted EBITDA guidance downwards to a range of $1.35 billion to $1.375 billion, from its previous forecast of $1.36 billion to $1.425 billion. This reduction was primarily attributed to persistent inflationary pressures, including higher fuel and energy costs, as well as increased Tier 2 and Tier 3 supplier stress, and customer production volatility, indicating a more challenging operating environment for the remainder of the fiscal year.
3. Increased Debt Load and Higher Interest Expenses Post-Acquisition.
Following the acquisition of Dowlais Group in fiscal Q1 2026, Dauch's long-term debt, net, rose to $4,895.0 million by September 30, 2026. This increased debt significantly impacted the company's financial performance, with net interest expense more than doubling to $80.9 million in fiscal Q3 2026 from $35.7 million in the prior-year quarter, placing additional strain on its net income.
4. Negative Analyst Sentiment and Reduced Price Targets.
Several financial analysts downgraded their ratings or significantly cut price targets for Dauch stock during October 2026. Notably, Bank of America Securities downgraded DCH to "Sell" from a previous "Hold" rating and reduced its price target from $10 to $5 on October 15, 2026. Other firms, including Stifel Nicolaus and Barclays, also lowered their price targets, reflecting a more cautious outlook on the company's future performance.
5. Decline in Automotive Production Volumes and Key Program Impact.
Dauch's performance was negatively affected by broader automotive industry trends, including a decline in global production of approximately 2% and North American production of about 5% year-over-year in fiscal Q3 2026. Additionally, the company experienced lower volumes for key programs, specifically a 15% year-over-year decline in Ram Heavy Duty truck volumes and production downtime at General Motors for its large pickup truck program, directly impacting sales and operational efficiency.
Show less
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Stock Movement Drivers
Fundamental Drivers
The -20.0% change in DCH stock from 7/31/2026 to 11/7/2026 was primarily driven by a -28.3% change in the company's P/S Multiple.| (LTM values as of) | 7312026 | 11072026 | Change |
|---|---|---|---|
| Stock Price ($) | 5.65 | 4.52 | -20.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 6,804 | 9,627 | 41.5% |
| P/S Multiple | 0.2 | 0.1 | -28.3% |
| Shares Outstanding (Mil) | 193 | 245 | -21.1% |
| Cumulative Contribution | -20.0% |
Market Drivers
7/31/2026 to 11/7/2026| Return | Correlation | |
|---|---|---|
| DCH | -20.0% | |
| Market (SPY) | -1.6% | 56.9% |
| Sector (XLY) | 1.3% | 50.4% |
Fundamental Drivers
The -20.8% change in DCH stock from 4/30/2026 to 11/7/2026 was primarily driven by a -57.9% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 4302026 | 11072026 | Change |
|---|---|---|---|
| Stock Price ($) | 5.71 | 4.52 | -20.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 5,837 | 9,627 | 64.9% |
| P/S Multiple | 0.1 | 0.1 | 14.0% |
| Shares Outstanding (Mil) | 103 | 245 | -57.9% |
| Cumulative Contribution | -20.8% |
Market Drivers
4/30/2026 to 11/7/2026| Return | Correlation | |
|---|---|---|
| DCH | -20.8% | |
| Market (SPY) | 2.6% | 56.6% |
| Sector (XLY) | -0.5% | 44.0% |
Fundamental Drivers
The -27.1% change in DCH stock from 10/31/2025 to 11/7/2026 was primarily driven by a -51.6% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 10312025 | 11072026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.20 | 4.52 | -27.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 5,833 | 9,627 | 65.0% |
| P/S Multiple | 0.1 | 0.1 | -8.7% |
| Shares Outstanding (Mil) | 119 | 245 | -51.6% |
| Cumulative Contribution | -27.1% |
Market Drivers
10/31/2025 to 11/7/2026| Return | Correlation | |
|---|---|---|
| DCH | -27.1% | |
| Market (SPY) | 8.7% | 52.1% |
| Sector (XLY) | -1.4% | 46.0% |
Fundamental Drivers
The -33.0% change in DCH stock from 10/31/2023 to 11/7/2026 was primarily driven by a -50.9% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 10312023 | 11072026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.75 | 4.52 | -33.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 5,992 | 9,627 | 60.7% |
| P/S Multiple | 0.1 | 0.1 | -15.2% |
| Shares Outstanding (Mil) | 120 | 245 | -50.9% |
| Cumulative Contribution | -33.0% |
Market Drivers
10/31/2023 to 11/7/2026| Return | Correlation | |
|---|---|---|
| DCH | -33.0% | |
| Market (SPY) | 81.9% | 48.7% |
| Sector (XLY) | 58.2% | 46.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| DCH Return | 12% | -16% | 13% | -34% | 10% | -29% | -46% |
| Peers Return | 22% | -26% | 6% | -28% | 45% | 1% | 1% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 105% |
Monthly Win Rates [3] | |||||||
| DCH Win Rate | 42% | 50% | 42% | 33% | 50% | 36% | |
| Peers Win Rate | 58% | 35% | 42% | 28% | 58% | 45% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 45% | |
Max Drawdowns [4] | |||||||
| DCH Max Drawdown | -38% | -42% | -37% | -37% | -48% | -51% | |
| Peers Max Drawdown | -28% | -44% | -31% | -37% | -31% | -34% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: MGA, BWA, DAN, LEA, ADNT.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 11/6/2026 (YTD)
How Low Can It Go
| Event | DCH | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -47.0% | -18.8% |
| % Gain to Breakeven | 88.7% | 23.1% |
| Time to Breakeven | 136 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -11.0% | -7.8% |
| % Gain to Breakeven | 12.4% | 8.5% |
| Time to Breakeven | 105 days | 18 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -28.7% | -6.7% |
| % Gain to Breakeven | 40.2% | 7.1% |
| Time to Breakeven | 88 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -31.7% | -24.5% |
| % Gain to Breakeven | 46.3% | 32.4% |
| Time to Breakeven | 103 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -65.4% | -33.7% |
| % Gain to Breakeven | 189.1% | 50.9% |
| Time to Breakeven | 61 days | 140 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -19.7% | -3.7% |
| % Gain to Breakeven | 24.6% | 3.9% |
| Time to Breakeven | 27 days | 6 days |
In The Past
Dauch's stock fell -47.0% during the 2025 US Tariff Shock. Such a loss loss requires a 88.7% gain to breakeven.
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| Event | DCH | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -47.0% | -18.8% |
| % Gain to Breakeven | 88.7% | 23.1% |
| Time to Breakeven | 136 days | 79 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -28.7% | -6.7% |
| % Gain to Breakeven | 40.2% | 7.1% |
| Time to Breakeven | 88 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -31.7% | -24.5% |
| % Gain to Breakeven | 46.3% | 32.4% |
| Time to Breakeven | 103 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -65.4% | -33.7% |
| % Gain to Breakeven | 189.1% | 50.9% |
| Time to Breakeven | 61 days | 140 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -35.1% | -6.8% |
| % Gain to Breakeven | 54.0% | 7.3% |
| Time to Breakeven | 244 days | 15 days |
In The Past
Dauch's stock fell -47.0% during the 2025 US Tariff Shock. Such a loss loss requires a 88.7% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Dauch (DCH)
Dauch (DCH), officially known as American Axle & Manufacturing Holdings, Inc., is a global automotive supplier specializing in the design, engineering, and manufacturing of driveline and metal forming technologies. The company develops critical components for a diverse range of vehicles, supporting traditional internal combustion engines, hybrid powertrains, and emerging electric vehicle platforms. Its operations and market reach extend across the United States, Mexico, South America, China, other Asian countries, and Europe.
The company operates through two main segments. Its Driveline segment provides essential components such as front and rear axles, driveshafts, differential assemblies, clutch modules, and advanced electric and hybrid driveline systems. These products are integral to light trucks, sport utility vehicles, crossover vehicles, passenger cars, and commercial vehicles. The Metal Forming segment focuses on manufacturing precision components including axle and transmission shafts, ring and pinion gears, differential gears and assemblies, and connecting rods.
American Axle & Manufacturing's primary customers are leading original equipment manufacturers (OEMs) and Tier 1 automotive suppliers worldwide. By supplying these core components, DCH plays a vital role in the production and functionality of a broad spectrum of vehicles across the global automotive industry.
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Analogies for Dauch (DCH):
- Intel for car axles and drivelines.
- Cummins for vehicle axles and power transmission systems.
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- Front and Rear Axles: Core driveline components that transfer power to vehicle wheels.
- Driveshafts: Components transmitting rotational power from the transmission to the differential.
- Differential Assemblies: Mechanisms allowing vehicle wheels to rotate at different speeds, crucial for turning.
- Electric and Hybrid Driveline Products: Specialized driveline components and systems designed for electric and hybrid vehicles.
- Disconnecting Driveline Technology: Enhances fuel efficiency by disengaging parts of the driveline when not needed.
- Axle and Transmission Shafts: Key metal-formed components for power transmission within vehicle axles and transmissions.
- Ring and Pinion Gears: Essential gear sets within differentials for efficient power transfer and direction change.
- Connecting Rods: Components linking engine pistons to the crankshaft, converting linear motion into rotational motion.
AI Analysis | Feedback
The public company Dauch (DCH) primarily sells to other companies. Its major customers are:
- General Motors Company (GM)
- Stellantis N.V. (STLA)
- Ford Motor Company (F)
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David C. Dauch, Chairman of the Board & Chief Executive Officer
David C. Dauch has over 40 years of experience in the automotive industry, beginning his career in 1982 as a Manufacturing Co-op student with the former Chrysler Corporation. He joined American Axle & Manufacturing (AAM) in 1995 and has served in various roles of increasing responsibility, including President & Chief Operating Officer (2009), President & Chief Executive Officer (2012), and Chairman & Chief Executive Officer (2013-Present). Prior to AAM, Dauch held operations and sales positions at Collins & Aikman Products Company.
Christopher J. May, Executive Vice President & Chief Financial Officer
Christopher J. May joined American Axle & Manufacturing (AAM) in 1994 as a Financial Analyst. He has since held numerous financial positions with increasing responsibility, including Manager Financial Reporting, Director Internal Audit, Assistant Treasurer, and Treasurer. May was appointed Vice President & Chief Financial Officer in August 2015 and currently serves as Executive Vice President & Chief Financial Officer. Before joining AAM, he worked as a Senior Accountant for Ernst & Young. He holds an MBA from the University of Detroit Mercy and a Bachelor of Science in Accounting from Canisius College, and is a CPA.
Michael J. Lynch, President & Chief Operating Officer
Michael J. Lynch began his career at American Axle & Manufacturing (AAM) in 1996 as a Financial Analyst. He progressed through various financial and management roles, including Finance Manager for different divisions, Director of Driveline Finance, and Controller. Lynch was appointed President of the Driveline Business Unit in November 2021 and subsequently became President & Chief Operating Officer in August 2025. He earned a Bachelor of Business Administration, a Master of Science in Finance, and a Master's in Accounting from Walsh College.
Terri Kemp, Senior Vice President & Chief of Staff
Terri Kemp serves as the Senior Vice President & Chief of Staff for Dauch (formerly American Axle & Manufacturing). Her appointment to this role was effective in August 2025.
AI Analysis | Feedback
Here are the key risks to the business for Dauch (symbol: DCH):
- Transition to Electric Vehicles (EVs) and Reliance on Internal Combustion Engines (ICE): American Axle & Manufacturing Holdings, Inc., which now operates as Dauch Corporation, is in a transition phase as the automotive industry shifts towards electric vehicles. The company’s historical reliance on internal combustion engine (ICE) technologies, despite also supporting electric and hybrid vehicles, exposes it to risks associated with the uncertain adoption rate of EVs, which can impact forecasting production volumes and profitability.
- Customer Concentration: The company is heavily dependent on sales to a few major automotive manufacturers, primarily General Motors (GM), Stellantis (formerly FCA), and Ford. Sales to GM alone constituted a significant portion of its consolidated net sales in past years (e.g., 42% in 2024). A reduction in sales to these key customers or a shift in their vehicle production strategies could materially and adversely affect Dauch's financial condition.
- High Debt and Integration Risks from Dowlais Merger: Dauch has historically faced challenges related to high debt. The recent merger with UK-based Dowlais Group, while intended for growth and diversification, introduces substantial integration risks, potential unanticipated liabilities, and an increase in debt levels. This merger could lead to significant near-term free operating cash flow degradation and potential challenges in achieving expected synergies and managing increased leverage.
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The rapid and accelerating global transition from internal combustion engine (ICE) vehicles to battery electric vehicles (BEVs) represents an emerging threat. This shift threatens the company's established business lines that supply components for traditional ICE architectures. BEVs often feature simpler, more integrated drivetrains with fewer traditional parts, potentially reducing the demand for complex driveline components and specific metal-formed engine parts. This also opens the door for new specialized EV component suppliers or increased vertical integration by vehicle manufacturers, challenging the company's traditional role as a Tier 1 supplier.
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American Axle & Manufacturing Holdings, Inc. (DCH) operates in significant global markets for its driveline and metal forming technologies, primarily serving the automotive industry.
Addressable Markets:
- Automotive Driveline Systems: The global automotive driveline market was valued at approximately USD 474.82 billion in 2024 and is projected to reach USD 1221.78 billion by 2035. North America holds approximately 35% of the global market share, while Asia-Pacific accounts for about 25%.
- Electric & Hybrid Vehicle Driveline: The global market for electric and hybrid vehicle driveline systems was valued at USD 36.82 billion in 2023 and is projected to grow to USD 99.10 billion by 2031.
- Automotive Metal Forming: The global metal forming market for the automotive sector was valued at USD 340.1 billion in 2024 and is projected to reach USD 493.8 billion by 2035. Asia-Pacific is the largest consumer, accounting for 35% of global revenue, followed by North America, which holds approximately 35% of the global market share.
- Automotive Axles: The global automotive axle market size was valued at USD 66.23 billion in 2024 and is projected to reach USD 81.63 billion by 2033. The Asia Pacific segment dominated the global market with a 50% share in 2024.
- Automotive Drive Shafts: The global automotive drive shaft market was valued at USD 11.8 billion in 2025 and is expected to grow to USD 18.9 billion by 2035. Asia Pacific held the largest share, around 47% in 2025. North America also holds a significant share, estimated at 36.6% in 2025.
- Automotive Gears: The global automotive gears market size was valued at USD 42.04 billion in 2024 and is projected to grow to USD 57.39 billion by 2034. Asia-Pacific dominates this market with approximately 42% of the market share.
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Here are 3-5 expected drivers of future revenue growth for Dauch (DCH) over the next 2-3 years:
- Combination with Dowlais: The recently completed combination with Dowlais is a significant driver, positioning American Axle & Manufacturing Holdings, Inc. as a premier global driveline and metal forming supplier with enhanced size and scale. The company's full-year 2026 financial targets, which include a partial year contribution from Dowlais, project sales in the range of $10.3 billion to $10.7 billion, a substantial increase from prior years, and anticipate synergy benefits of $50 million to $75 million, reaching a run rate of over $100 million by the end of the first year post-acquisition.
- Growth in Electrification and Electric Drive Unit (EDU) Contracts: American Axle & Manufacturing is strategically investing in electrification, aligning with the broader automotive industry's transition. Continued success in securing electric drive unit contracts, particularly in China and with European OEMs, is identified as a critical indicator of the company's competitive positioning in the electric vehicle (EV) supply chain, signaling new product development and market expansion in the EV sector.
- New Business Backlog and Key Program Volumes: Future revenue growth is expected from new business backlog and stronger volumes on key programs. For instance, Q1 2024 sales growth was primarily driven by a positive volume mix, including increased volumes for platforms such as GM's midsize truck (T1XX platform) and a Chery SUV in China. This indicates that securing and launching new programs with original equipment manufacturers (OEMs) and increasing production for existing successful programs will contribute to revenue growth.
- Strategic Initiatives and Mix Shift: The company plans to accelerate targeted growth through strategic resource and capital allocation. This includes pursuing new market opportunities and continuing a positive mix shift with product line management. These initiatives aim to optimize the product portfolio and expand into new profitable segments, contributing to overall revenue growth.
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Share Repurchases
No significant dollar amount of share repurchases by Dauch (formerly American Axle & Manufacturing Holdings, Inc.) was readily available within the last 3-5 years in the provided information.Share Issuance
- The number of common shares outstanding increased significantly from 117,581,028 as of February 11, 2025, to 236 million shares as of March 13, 2026. This substantial increase is related to the company's recent combination with Dowlais Group plc.
- In early March 2026, Dauch Corp awarded 79,764 restricted stock units to its President Driveline and SVP Terri Kemp.
- An officer, Markus Bannert, reported beneficial ownership of 146,008 shares as of February 2026, which included 92,054 shares tied to restricted stock units assumed in connection with the business combination with Dowlais Group plc.
Outbound Investments
- Dauch Corporation acquired Dowlais Group plc and its subsidiaries (GKN Automotive and GKN Powder Metallurgy) on February 3, 2026. This was announced as a recommended cash and share combination.
- American Axle & Manufacturing Holdings, Inc. completed the acquisition of Tekfor in 2023, which contributed to its sales for a five-month period.
Capital Expenditures
- Capital expenditures, net of asset sales, were $44.9 million in the first quarter of 2024.
- For the nine months ended September 30, 2025, capital expenditures, net of proceeds from the sale of property, plant and equipment and from government grants, amounted to $185.4 million.
- Higher capital expenditures in the full year 2023 contributed to a decrease in adjusted Free Cash Flow compared to 2022. The company anticipates maintaining capital expenditures at approximately 5% of sales.
Peer Outperformance in Automotive Parts & Equipment
DCH has trailed 53% of its 36 Automotive Parts & Equipment peers over 5Y. Automotive Parts & Equipment ranks 17th of 22 industries in Consumer Discretionary by median 5Y return. The sector’s gains have largely come from elsewhere.
Share of Automotive Parts & Equipment constituents that DCH has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
34%
of 38 industry peers · -31.0% return
3Y
42%
of 38 industry peers · -31.8% return
5Y
47%
of 36 industry peers · -54.0% return
No Automotive Parts & Equipment peer with a comparable growth profile has beaten DCH by more than 20pp over 5Y.
Median price return by industry across the Consumer Discretionary sector, ranked by 5Y. Automotive Parts & Equipment is DCH's own industry. Use this to see which corners of the sector have carried the returns.
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Education Services | 14 | -14.6% | 32.4% | 41.0% | CVSA 246% · GHC 109% · LRN 107% |
| Homebuilding | 17 | 2.8% | 29.0% | 29.7% | PHM 175% · TOL 159% · GRBK 150% |
| Automotive Retail | 17 | -4.5% | 18.3% | 11.3% | MUSA 209% · PAG 115% · ORLY 111% |
| Hotels, Resorts & Cruise Lines | 21 | 19.1% | 65.4% | 7.0% | RCL 250% · MAR 159% · HLT 147% |
| Home Improvement Retail | 5 | -4.8% | 4.3% | 5.3% | HD 6% · LOW 5% · FND -62% |
| Home Furnishings | 3 | 3.8% | 76.0% | -1.2% | SGI 50% · MHK -15% |
| Footwear | 9 | 75.5% | 83.0% | -15.7% | DECK 23% · SHOO -11% · CROX -16% |
| Restaurants | 36 | 1.5% | -3.8% | -24.2% | EAT 363% · CAKE 158% · TXRH 110% |
| Computer & Electronics Retail | 3 | 32.8% | 80.3% | -24.5% | BBY -3% · GME -53% |
| Specialized Consumer Services | 10 | -12.1% | 33.3% | -25.5% | FTDR 168% · HRB 146% · ADT 24% |
| Distributors | 4 | -6.7% | -16.6% | -26.0% | ARMK 96% · GPC 4% · POOL -56% |
| Leisure Products | 14 | -18.0% | -5.2% | -34.4% | GOLF 51% · HAS 50% · BC -14% |
| Leisure Facilities | 12 | 16.8% | 5.3% | -39.5% | OSW 160% · LTH 143% · PLNT -37% |
| Household Appliances | 18 | 36.3% | 16.7% | -40.3% | WHR -82% |
| Broadline Retail | 12 | -4.4% | 16.3% | -45.7% | EBAY 76% · AMZN 47% · OLLI 24% |
| Apparel Retail | 27 | -5.5% | 2.6% | -48.8% | ANF 223% · VSXY 110% · TJX 104% |
| Automotive Parts & Equipment ← | 37 | -13.5% | -25.6% | -48.8% | GTX 197% · PATK 64% · ALV 41% |
| Casinos & Gaming | 21 | -25.1% | -16.3% | -51.8% | RRR 22% · BYD 19% · LVS 3% |
| Apparel, Accessories & Luxury Goods | 29 | 14.6% | 20.9% | -53.7% | TPR 255% · RL 225% · KTB 59% |
| Other Specialty Retail | 25 | -5.3% | -10.5% | -57.7% | ULTA 65% · ASO 53% · ARHS 26% |
| Automobile Manufacturers | 8 | -57.1% | -43.4% | -70.5% | GM 54% · TSLA -12% · F -12% |
| Consumer Electronics | 11 | -31.6% | -31.4% | -80.5% | GRMN 122% |
Median of constituents with a full price history over each window. Top names are limited to companies above $2B market cap.
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 35.52 |
| Mkt Cap | 3.9 |
| Rev LTM | 14,683 |
| Op Inc LTM | 652 |
| FCF LTM | 498 |
| FCF 3Y Avg | 458 |
| CFO LTM | 971 |
| CFO 3Y Avg | 886 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 4.2% |
| Rev Chg 3Y Avg | 0.4% |
| Rev Chg Q | 3.3% |
| QoQ Delta Rev Chg LTM | 0.8% |
| Op Inc Chg LTM | 17.8% |
| Op Inc Chg 3Y Avg | 8.0% |
| Op Mgn LTM | 4.1% |
| Op Mgn 3Y Avg | 3.9% |
| QoQ Delta Op Mgn LTM | 0.1% |
| CFO/Rev LTM | 5.6% |
| CFO/Rev 3Y Avg | 5.7% |
| FCF/Rev LTM | 2.4% |
| FCF/Rev 3Y Avg | 2.3% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Driveline | 4,062 | 4,253 | 4,177 | 4,064 | 3,695 |
| Metal Forming | 2,320 | 2,414 | 2,454 | 2,281 | 1,913 |
| Corporate and Eliminations | 0 | 0 | 0 | 0 | 0 |
| Intersegment sales | -546 | -543 | -552 | -542 | -452 |
| Total | 5,837 | 6,125 | 6,080 | 5,802 | 5,157 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Corporate and Eliminations | 2,770 | 1,002 | 1,013 | 1,027 | 1,133 |
| Driveline | 2,341 | 2,421 | 2,554 | 2,542 | 2,852 |
| Metal Forming | 1,559 | 1,637 | 1,789 | 1,900 | 1,650 |
| Total | 6,670 | 5,060 | 5,356 | 5,469 | 5,636 |
Price Behavior
Price Behavior
| Market Price | $4.52 | |
| Market Cap ($ Bil) | 1.1 | |
| First Trading Date | 01/29/1999 | |
| Distance from 52W High | -49.8% | |
| 50 Days | 200 Days | |
| DMA Price | $5.53 | $6.07 |
| DMA Trend | down | down |
| Distance from DMA | -18.2% | -25.5% |
| 3M | 1YR | |
| Volatility | 53.6% | 61.5% |
| Downside Capture | 314.87 | 286.72 |
| Upside Capture | 207.61 | 221.13 |
| Correlation (S&P 500) | 58.1% | 52.0% |
DCH Betas & Captures as of 10/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.90 | 2.63 | 2.79 | 2.82 | 2.40 | 1.66 |
| Up Beta | -1.56 | -1.44 | 0.23 | 1.12 | 2.12 | 1.36 |
| Down Beta | 2.87 | 3.00 | 3.48 | 2.64 | 2.45 | 1.60 |
| Up Capture | 273% | 248% | 323% | 459% | 372% | 509% |
| Bmk +ve Days | 12 | 18 | 28 | 62 | 130 | 427 |
| Stock +ve Days | 9 | 17 | 26 | 58 | 117 | 356 |
| Down Capture | 326% | 340% | 314% | 250% | 170% | 113% |
| Bmk -ve Days | 10 | 25 | 36 | 64 | 121 | 325 |
| Stock -ve Days | 12 | 24 | 35 | 65 | 128 | 374 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with DCH | |
|---|---|---|---|---|
| DCH | -28.9% | 61.5% | -0.32 | - |
| Sector ETF (XLY) | -1.9% | 19.8% | -0.22 | 45.9% |
| Equity (SPY) | 9.5% | 13.6% | 0.40 | 52.1% |
| Gold (GLD) | 1.6% | 28.7% | 0.05 | 28.1% |
| Commodities (DBC) | 38.4% | 21.2% | 1.42 | -18.2% |
| Real Estate (VNQ) | 11.3% | 14.2% | 0.51 | 24.1% |
| Bitcoin (BTCUSD) | -27.2% | 43.6% | -0.61 | 20.1% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with DCH | |
|---|---|---|---|---|
| DCH | -13.0% | 54.2% | -0.06 | - |
| Sector ETF (XLY) | 4.0% | 24.2% | 0.12 | 49.4% |
| Equity (SPY) | 11.3% | 17.3% | 0.48 | 51.4% |
| Gold (GLD) | 17.5% | 19.1% | 0.74 | 9.9% |
| Commodities (DBC) | 8.1% | 19.6% | 0.30 | 4.7% |
| Real Estate (VNQ) | 1.3% | 18.9% | -0.04 | 40.3% |
| Bitcoin (BTCUSD) | 4.0% | 51.6% | 0.26 | 22.1% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with DCH | |
|---|---|---|---|---|
| DCH | -12.6% | 60.9% | 0.03 | - |
| Sector ETF (XLY) | 12.8% | 22.3% | 0.52 | 50.7% |
| Equity (SPY) | 15.0% | 18.0% | 0.70 | 53.5% |
| Gold (GLD) | 11.9% | 16.5% | 0.59 | 4.0% |
| Commodities (DBC) | 7.5% | 18.1% | 0.33 | 16.9% |
| Real Estate (VNQ) | 5.9% | 20.7% | 0.24 | 42.6% |
| Bitcoin (BTCUSD) | 60.0% | 66.3% | 1.00 | 14.4% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Updated 11/6/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/7/2026 | 12.0% | 19.0% | 23.3% |
| 5/8/2026 | 14.9% | 18.9% | 8.7% |
| 2/13/2026 | -14.0% | -16.8% | -35.6% |
| 11/7/2025 | 6.2% | 1.0% | -2.6% |
| 8/8/2025 | 15.3% | 27.1% | 33.0% |
| 5/2/2025 | 5.0% | 13.9% | 13.9% |
| 2/14/2025 | 8.4% | 17.9% | -4.0% |
| 11/8/2024 | 8.8% | 1.0% | 10.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 14 | 15 | 12 |
| # Negative | 9 | 8 | 11 |
| Median Positive | 8.5% | 5.3% | 17.1% |
| Median Negative | -7.0% | -12.9% | -6.2% |
| Max Positive | 15.3% | 27.1% | 33.0% |
| Max Negative | -14.0% | -17.1% | -35.6% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/7/2026 | 12.0% | 19.0% | 23.3% |
| 5/8/2026 | 14.9% | 18.9% | 8.7% |
| 2/13/2026 | -14.0% | -16.8% | -35.6% |
| 11/7/2025 | 6.2% | 1.0% | -2.6% |
| 8/8/2025 | 15.3% | 27.1% | 33.0% |
| 5/2/2025 | 5.0% | 13.9% | 13.9% |
| 2/14/2025 | 8.4% | 17.9% | -4.0% |
| 11/8/2024 | 8.8% | 1.0% | 10.0% |
| 8/9/2024 | 4.8% | 1.9% | -5.8% |
| 5/3/2024 | 2.3% | 5.3% | 5.7% |
| 2/16/2024 | -3.2% | -17.1% | -20.9% |
| 11/3/2023 | 11.4% | 0.9% | 16.2% |
| 8/4/2023 | -10.9% | -16.2% | -16.1% |
| 5/5/2023 | 9.9% | 6.4% | 3.4% |
| 2/17/2023 | -8.0% | -14.1% | -27.2% |
| 11/4/2022 | -12.0% | -10.2% | -9.7% |
| 8/5/2022 | 8.6% | 26.1% | 18.7% |
| 5/6/2022 | -1.7% | -6.6% | 29.3% |
| 2/11/2022 | -5.1% | 0.0% | -3.6% |
| 11/5/2021 | 2.7% | 1.0% | -1.5% |
| 7/30/2021 | -0.9% | -4.1% | -6.2% |
| 5/7/2021 | 7.4% | 4.4% | 27.3% |
| 2/12/2021 | -7.0% | -11.7% | 18.0% |
| SUMMARY STATS | |||
| # Positive | 14 | 15 | 12 |
| # Negative | 9 | 8 | 11 |
| Median Positive | 8.5% | 5.3% | 17.1% |
| Median Negative | -7.0% | -12.9% | -6.2% |
| Max Positive | 15.3% | 27.1% | 33.0% |
| Max Negative | -14.0% | -17.1% | -35.6% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2026 | 11/06/2026 | 10-Q |
| 06/30/2026 | 08/07/2026 | 10-Q |
| 03/31/2026 | 05/08/2026 | 10-Q |
| 12/31/2025 | 02/13/2026 | 10-K |
| 09/30/2025 | 11/07/2025 | 10-Q |
| 06/30/2025 | 08/08/2025 | 10-Q |
| 03/31/2025 | 05/02/2025 | 10-Q |
| 12/31/2024 | 02/14/2025 | 10-K |
| 09/30/2024 | 11/08/2024 | 10-Q |
| 06/30/2024 | 08/09/2024 | 10-Q |
| 03/31/2024 | 05/03/2024 | 10-Q |
| 12/31/2023 | 02/16/2024 | 10-K |
| 09/30/2023 | 11/03/2023 | 10-Q |
| 06/30/2023 | 08/04/2023 | 10-Q |
| 03/31/2023 | 05/05/2023 | 10-Q |
| 12/31/2022 | 02/17/2023 | 10-K |
| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2026 | 11/06/2026 | 10-Q |
| 06/30/2026 | 08/07/2026 | 10-Q |
| 03/31/2026 | 05/08/2026 | 10-Q |
| 12/31/2025 | 02/13/2026 | 10-K |
| 09/30/2025 | 11/07/2025 | 10-Q |
| 06/30/2025 | 08/08/2025 | 10-Q |
| 03/31/2025 | 05/02/2025 | 10-Q |
| 12/31/2024 | 02/14/2025 | 10-K |
| 09/30/2024 | 11/08/2024 | 10-Q |
| 06/30/2024 | 08/09/2024 | 10-Q |
| 03/31/2024 | 05/03/2024 | 10-Q |
| 12/31/2023 | 02/16/2024 | 10-K |
| 09/30/2023 | 11/03/2023 | 10-Q |
| 06/30/2023 | 08/04/2023 | 10-Q |
| 03/31/2023 | 05/05/2023 | 10-Q |
| 12/31/2022 | 02/17/2023 | 10-K |
| 09/30/2022 | 11/04/2022 | 10-Q |
| 06/30/2022 | 08/05/2022 | 10-Q |
| 03/31/2022 | 05/06/2022 | 10-Q |
| 12/31/2021 | 02/11/2022 | 10-K |
| 09/30/2021 | 11/05/2021 | 10-Q |
| 06/30/2021 | 07/30/2021 | 10-Q |
| 03/31/2021 | 05/07/2021 | 10-Q |
| 12/31/2020 | 02/12/2021 | 10-K |
| 09/30/2020 | 10/30/2020 | 10-Q |
| 06/30/2020 | 07/31/2020 | 10-Q |
| 03/31/2020 | 05/08/2020 | 10-Q |
| 12/31/2019 | 02/14/2020 | 10-K |
Recent Forward Guidance
Updated 11/7/2026Latest: Q3 2026 Earnings Reported 11/6/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Synergy Benefits | Reported | 70.00 Mil | 72.50 Mil | 75.00 Mil | 7.4% | Raised | Guidance: 67.50 Mil for 2026 | |
| 2026 Equity Income from China JV | Reported | 70.00 Mil | 75.00 Mil | 80.00 Mil | 0.0% | Affirmed | Guidance: 75.00 Mil for 2026 | |
| 2026 Restructuring Cash Payments | Reported | 135.00 Mil | 142.50 Mil | 150.00 Mil | 7.5% | Raised | Guidance: 132.50 Mil for 2026 | |
| 2026 Synergy Implementation Cash Payments | Reported | 85.00 Mil | 92.50 Mil | 100.00 Mil | -9.8% | Lowered | Guidance: 102.50 Mil for 2026 | |
| 2026 Net Loss | Reported | -220.00 Mil | -207.50 Mil | -195.00 Mil | ||||
| 2026 Depreciation and Amortization | Reported | 825.00 Mil | 825.00 Mil | 825.00 Mil | ||||
| 2026 Net Cash Provided by Operating Activities | Reported | 330.00 Mil | 335.00 Mil | 340.00 Mil | ||||
| 2026 Sales | Reported | 10.80 Bil | 10.84 Bil | 10.88 Bil | 1.3% | Raised | Guidance: 10.70 Bil for 2026 | |
| 2026 Adjusted EBITDA | Reported | 1.35 Bil | 1.36 Bil | 1.38 Bil | -2.2% | Lowered | Guidance: 1.39 Bil for 2026 | |
| 2026 Full Year 2026 Targeted EBITDA | Reported | 960.00 Mil | 972.50 Mil | 985.00 Mil | ||||
| 2026 Interest Expense | Reported | 355.00 Mil | 355.00 Mil | 355.00 Mil | ||||
| 2026 Capital Expenditures Net of Proceeds from the Sale of Property, Plant and Equipment | Reported | 450.00 Mil | 450.00 Mil | 450.00 Mil | 947368420952.6% | Raised | Guidance: 0.05 for 2026 | |
| 2026 Adjusted Free Cash Flow | Reported | 270.00 Mil | 290.00 Mil | 310.00 Mil | -0.9% | Lowered | Guidance: 292.50 Mil for 2026 | |
| 2026 Full Year 2026 Targeted Free Cash Flow | Reported | -120.00 Mil | -115.00 Mil | -110.00 Mil | ||||
Prior: Q2 2026 Earnings Reported 8/7/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Synergy Benefits | Reported | 60.00 Mil | 67.50 Mil | 75.00 Mil | 8.0% | Raised | Guidance: 62.50 Mil for 2026 | |
| 2026 Equity Income from China JV | Reported | 70.00 Mil | 75.00 Mil | 80.00 Mil | 7.1% | Raised | Guidance: 70.00 Mil for 2026 | |
| 2026 Restructuring Cash Payments | Reported | 115.00 Mil | 132.50 Mil | 150.00 Mil | 1.9% | Raised | Guidance: 130.00 Mil for 2026 | |
| 2026 Synergy Implementation Cash Payments | Reported | 95.00 Mil | 102.50 Mil | 110.00 Mil | -8.9% | Lowered | Guidance: 112.50 Mil for 2026 | |
| 2026 Revenue | Reported | 10.60 Bil | 10.70 Bil | 10.80 Bil | 1.4% | Raised | Guidance: 10.55 Bil for 2026 | |
| 2026 Adjusted EBITDA | Reported | 1.36 Bil | 1.39 Bil | 1.43 Bil | 2.2% | Raised | Guidance: 1.36 Bil for 2026 | |
| 2026 Capital Expenditures | Reported | 0.05 | 0.05 | 0.05 | 0.0% | Affirmed | Guidance: 0.05 for 2026 | |
| 2026 Adjusted Free Cash Flow | Reported | 260.00 Mil | 292.50 Mil | 325.00 Mil | 4.5% | Raised | Guidance: 280.00 Mil for 2026 | |
Q1 2026 Earnings Reported 5/8/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Synergy Benefits | Reported | 50.00 Mil | 62.50 Mil | 75.00 Mil | ||||
| 2026 Equity Income from China JV | Reported | 65.00 Mil | 70.00 Mil | 75.00 Mil | ||||
| 2026 Restructuring Cash Payments | Reported | 110.00 Mil | 130.00 Mil | 150.00 Mil | ||||
| 2026 Synergy Implementation Cash Payments | Reported | 100.00 Mil | 112.50 Mil | 125.00 Mil | ||||
| 2026 Revenue | Reported | 10.30 Bil | 10.55 Bil | 10.80 Bil | 0.5% | Raised | Guidance: 10.50 Bil for 2026 | |
| 2026 Adjusted EBITDA | Reported | 1.30 Bil | 1.36 Bil | 1.43 Bil | 0.9% | Raised | Guidance: 1.35 Bil for 2026 | |
| 2026 Capital Expenditures | Reported | 0.05 | 0.05 | 0.05 | 0 | Affirmed | Guidance: 0.05 for 2026 | |
| 2026 Adjusted Free Cash Flow | Reported | 235.00 Mil | 280.00 Mil | 325.00 Mil | 0 | Affirmed | Guidance: 280.00 Mil for 2026 | |
Q4 2025 Earnings Reported 2/13/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Sales | Reported | 10.30 Bil | 10.50 Bil | 10.70 Bil | 79.5% | Higher New | Actual: 5.85 Bil for 2025 | |
| 2026 Adjusted EBITDA | Reported | 1.30 Bil | 1.35 Bil | 1.40 Bil | 85.6% | Higher New | Actual: 727.50 Mil for 2025 | |
| 2026 Capital Expenditures | Reported | 0.05 | 0.05 | 0.05 | ||||
| 2026 Adjusted Free Cash Flow | Reported | 235.00 Mil | 280.00 Mil | 325.00 Mil | 43.6% | Higher New | Actual: 195.00 Mil for 2025 | |
Insider Activity
Updated 5/6/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Walker, David B | Direct | Buy | 3162026 | 5.20 | 35,000 | 182,000 | 182,000 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Walker, David B | Direct | Buy | 3162026 | 5.20 | 35,000 | 182,000 | 182,000 | Form |
Investor Activity (13F)
Updated Nov 8, 202613F holdings as of Mar 31, 2026 (Q1 2026)
Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager |
|---|
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