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    Justin Barell • TD Cowen

    Justin Barell is a Vice President and Research Analyst at TD Cowen, specializing in the automotive sector with coverage of companies such as American Axle & Manufacturing. He is recognized for data-driven analysis and regular contributions to industry earnings discussions, providing actionable insights that influence institutional investor decisions. Barell began his career as an analyst at Citigroup before joining TD Cowen (and previously TD Securities), where he has established himself with a rigorous approach to sector modeling and market forecasting. He holds a bachelor's degree and maintains professional investment credentials commensurate with his role, with an established presence in equity research for leading investment banks.

    Justin Barell's questions to American Axle & Manufacturing Holdings Inc (AXL) leadership

    Justin Barell's questions to American Axle & Manufacturing Holdings Inc (AXL) leadership • Q1 2025

    Question

    Justin Barell, on for Itay Michaeli, asked for AAM's view on near-term customer production schedule volatility and the key assumptions supporting the low end of its revised North American production guidance.

    Answer

    Chairman and CEO David Dauch acknowledged seeing more schedule volatility late in Q1 and early Q2, driven by tariff policy uncertainty, though AAM's key platforms remain strong. EVP and CFO Chris May added that for the low end of the guidance, beyond specific assumptions for GM and Ram programs, the company took a broad-based approach assuming general reductions across most other platforms.

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