Earnings summaries and quarterly performance for AMERICAN AXLE & MANUFACTURING HOLDINGS.
Executive leadership at AMERICAN AXLE & MANUFACTURING HOLDINGS.
Board of directors at AMERICAN AXLE & MANUFACTURING HOLDINGS.
AM
Aleksandra Miziolek
Detailed
Director
DW
David Walker
Detailed
Director
HP
Herbert Parker
Detailed
Director
JM
James McCaslin
Detailed
Lead Independent Director
PL
Peter Lyons
Detailed
Director
SV
Samuel Valenti III
Detailed
Director
SP
Sandra Pierce
Detailed
Director
TG
Terry Grayson-Caprio
Detailed
Director
WK
William Kozyra
Detailed
Director
WM
William Miller II
Detailed
Director
Research analysts who have asked questions during AMERICAN AXLE & MANUFACTURING HOLDINGS earnings calls.
JS
Joseph Spak
UBS Group AG
4 questions for AXL
Also covers: ADNT, APH, APTV +16 more
John Murphy
Bank of America
3 questions for AXL
Also covers: ABG, ADNT, AN +16 more
Tom Narayan
RBC Capital Markets
3 questions for AXL
Also covers: ALV, APTV, DAN +7 more
Dan Levy
Barclays PLC
2 questions for AXL
Also covers: ADNT, ALV, APTV +14 more
DC
Doug Carson
Bank of America
2 questions for AXL
Also covers: F
Douglas Karson
Bank of America
2 questions for AXL
Also covers: DAN, GT
EY
Edison Yu
Deutsche Bank
2 questions for AXL
Also covers: ACHR, ADNT, ALV +19 more
Federico Merendi
Bank of America
2 questions for AXL
Also covers: ABG, F, GM +6 more
IM
Itay Michaeli
TD Cowen
2 questions for AXL
Also covers: APTV, ASPN, AUR +11 more
Jake Scholl
BNP Paribas
2 questions for AXL
Also covers: GNTX, GT, GTX +2 more
James Picariello
BNP Paribas
2 questions for AXL
Also covers: ADNT, APTV, BWA +11 more
XY
Xin Yu
Deutsche Bank
2 questions for AXL
Also covers: ACHR, ADNT, ALV +12 more
GN
Gautam Narayan
RBC Capital Markets
1 question for AXL
Also covers: APTV, CPTN, DAN +5 more
JB
Justin Barell
TD Cowen
1 question for AXL
RB
Ryan Brinkman
JPMorgan Chase & Co.
1 question for AXL
Also covers: BWA, CAR, CWH +7 more
TS
Thomas Scholl
BNP Paribas
1 question for AXL
Also covers: PHIN
Recent press releases and 8-K filings for AXL.
Dauch Corporation: Name and Ticker Change
AXL
M&A
Delisting/Listing Issues
- American Axle & Manufacturing Holdings, Inc. officially changed its name to Dauch Corporation on January 26, 2026.
- The company's common stock will transition from ticker symbol "AXL" to "DCH" on the NYSE, effective February 5, 2026.
- This strategic move precedes the planned acquisition of Dowlais Group and its subsidiaries, with the acquisition expected to complete on February 3, 2026.
3 days ago
AAM Receives China Antitrust Approval for Dowlais Combination
AXL
M&A
Takeover Bid
- AMERICAN AXLE & MANUFACTURING HOLDINGS, INC. (AAM) and Dowlais Group PLC have announced that the China State Administration for Market Regulation has approved their Combination, satisfying all regulatory and antitrust conditions.
- The Court Hearing to sanction the Scheme is scheduled for January 30, 2026, with the Scheme expected to become effective on February 3, 2026.
- Upon the Scheme becoming effective, Dowlais shareholders will receive 0.0881 New AAM Shares and 43 pence in cash for each Dowlais Share held.
Jan 16, 2026, 9:38 PM
AAM and Dowlais Announce China Antitrust Approval for Combination
AXL
M&A
Takeover Bid
- AAM and Dowlais have received formal approval from the China State Administration for Market Regulation for their Combination, satisfying all regulatory and antitrust conditions.
- The Court Hearing for the Scheme is scheduled for January 30, 2026, and the Combination is expected to become effective on February 3, 2026.
Jan 16, 2026, 9:15 PM
American Axle & Manufacturing Discusses Q3 Performance and Dowlais Acquisition Progress
AXL
M&A
Guidance Update
Debt Issuance
- American Axle & Manufacturing (AXL) reported nearly $100 million of adjusted free cash flow in the third quarter, continuing a trend of positive year-over-year performance.
- The Dowlais acquisition is on track to close in the first quarter of 2026, with nine of ten regulatory approvals secured and permanent financing completed.
- AXL anticipates $300 million in annual run-rate synergies from the Dowlais acquisition, with an estimated $300 million in costs to achieve these synergies spread from 2026 to 2028.
- Post-acquisition, the primary use of cash flow will be debt reduction until a leverage ratio of 2.5 times is achieved, after which a more balanced capital allocation strategy, including potential shareholder returns, will be pursued.
- For 2026, AXL anticipates a slightly down North American market and relatively flat European markets, but remains bullish on GM, Ram, and Ford truck production.
Dec 3, 2025, 2:40 PM
American Axle & Manufacturing Provides Update on Dauch Acquisition and Capital Allocation Strategy
AXL
M&A
Guidance Update
New Projects/Investments
- American Axle & Manufacturing (AXL) expects to close the Dauch acquisition in Q1 2026, having received nine of ten necessary approvals, with only China remaining.
- The acquisition is projected to generate $300 million in annual run-rate synergies, with an estimated $300 million in costs to achieve these synergies spread from 2026 to 2028.
- Post-acquisition, the company's primary capital allocation focus will be to reduce its leverage ratio to 2.5 times, after which a more balanced approach including potential shareholder returns will be considered.
- AXL reported nearly $100 million of adjusted free cash flow in Q3 and is focused on operational improvements in its metal forming operations to achieve double-digit margins.
Dec 3, 2025, 2:40 PM
American Axle & Manufacturing Provides Update on Dauch Acquisition and 2026 Outlook
AXL
M&A
Guidance Update
New Projects/Investments
- American Axle & Manufacturing's acquisition of Dauch is on track to close in Q1 2026, with 9 of 10 regulatory approvals secured, pending only China's consent.
- The company projects $300 million in annual synergies from the Dauch acquisition, with 50% from purchasing/procurement, 30% from SG&A/engineering, and 20% from operational improvements. Achieving these synergies is estimated to cost approximately $300 million over 2026-2028.
- Following the acquisition, American Axle's primary capital allocation priority will be to reduce leverage to 2.5 times, after which a more balanced approach including potential shareholder returns will be considered.
- American Axle reported a strong Q3 with nearly $100 million in adjusted free cash flow and maintains its North America production outlook at around 15.1 million units for the year.
- The company remains bullish on the truck market for 2026 and has reduced its R&D spending by nearly $20 million this year by taking a selective approach to electrification investments.
Dec 3, 2025, 2:40 PM
American Axle & Manufacturing to Double Revenue with Dowlais Acquisition
AXL
M&A
Guidance Update
New Projects/Investments
- American Axle & Manufacturing (AAM) is acquiring Dowlais, a leading driveline supplier, in a transaction expected to double AAM's revenue to approximately $12 billion and generate $300 million in annual synergies.
- The merger will significantly diversify AAM's customer base, reducing General Motors' revenue contribution from 42% to 27% of the combined entity, and increase geographic diversification with North America's share decreasing from three-quarters to 57%.
- The acquisition is a leverage-neutral transaction, with the combined company targeting over 14% EBITDA margin and over 5% adjusted free cash flow opportunity.
- AAM reported strong Q3 earnings with Adjusted EBITDA margins at 12.9% and nearly $100 million of adjusted free cash flow.
Dec 2, 2025, 3:50 PM
American Axle Provides Update on Dauch Acquisition and Financial Performance
AXL
M&A
Debt Issuance
Guidance Update
- American Axle (AXL) is progressing with its acquisition of Dauch, a driveline supplier with $5 billion-$6 billion in annual revenues, anticipating closure in early 2026 after securing 9 out of 10 antitrust clearances.
- The combined company is projected to achieve approximately $12 billion in revenue, realize $300 million in annual synergies, and target over 14% EBITDA margins.
- This leverage-neutral transaction aims to enhance customer and geographic diversification, reducing General Motors' revenue concentration from 42% to 27% and North America's share from three-quarters to 57%.
- American Axle reported strong Q3 earnings results with adjusted EBITDA margins at 12.9% and nearly $100 million of adjusted free cash flow.
- The company maintains a measured approach to electrification, with its EV book of business currently a low single-digit percentage, while Dauch's side-shaft products are propulsion agnostic and expected to grow in an EV market.
Dec 2, 2025, 3:50 PM
American Axle & Manufacturing Discusses Dauch Acquisition and Future Strategy
AXL
M&A
Debt Issuance
New Projects/Investments
- American Axle & Manufacturing (AXL) is in the process of acquiring Dauch, a transaction expected to double AXL's revenue to approximately $12 billion and close in early 2026, with 9 out of 10 antitrust clearances secured.
- The acquisition is projected to generate $300 million in annual synergies and lead to post-combination financial targets of over 14% adjusted EBITDA margins and greater than 5% adjusted free cash flow.
- The Dauch acquisition is a leverage-neutral transaction, and American Axle aims to further strengthen its balance sheet by reducing net debt leverage to below 2.5 times.
- The merger will significantly diversify AXL's customer base, reducing General Motors' revenue contribution from 42% to 27%, and increase geographic exposure, particularly in Europe.
Dec 2, 2025, 3:50 PM
American Axle & Manufacturing Updates Guidance and Discusses Dowlais Acquisition
AXL
Guidance Update
M&A
New Projects/Investments
Nov 19, 2025, 6:00 PM
Quarterly earnings call transcripts for AMERICAN AXLE & MANUFACTURING HOLDINGS.
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