logo
Twitter
Discord
Email
logo
American Axle & Manufacturing Holdings, Inc.

American Axle & Manufacturing Holdings, Inc.

NYSE•AXL
CEO: Mr. David Charles Dauch
Sector: Consumer Cyclical
Industry: Auto - Parts
Listing Date: 1999-01-29
American Axle & Manufacturing Holdings, Inc., together with its subsidiaries, designs, engineers, and manufactures driveline and metal forming technologies that supports electric, hybrid, and internal combustion vehicles. It operates through two segments, Driveline and Metal Forming segments. The Driveline segment offers front and rear axles, driveshafts, differential assemblies, clutch modules, balance shaft systems, disconnecting driveline technology, and electric and hybrid driveline products and systems for light trucks, sport utility vehicles, crossover vehicles, passenger cars, and commercial vehicles. The Metal Forming segment provides range of products, such as engine, transmission, driveline, and safety-critical components for traditional internal combustion engine and electric vehicle architectures, including light vehicles, commercial vehicles, and off-highway vehicles, as well as products for industrial markets. It operates in North America, Asia, Europe, and South America. American Axle & Manufacturing Holdings, Inc. was founded in 1994 and is headquartered in Detroit, Michigan.
Contact Information
One Dauch Drive, Detroit, MI, 48211-1198, United States
313-758-2000
www.aam.com
Market Cap
$762.03M
P/E (TTM)
18.2
29.4
Dividend Yield
--
52W High
$6.82
52W Low
$3.00
52W Range
90%
Rank64Top 85.8%
2.1
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 2.1 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q3 2025 Data

Revenue

$1.51B+0.03%
4-Quarter Trend

EPS

$0.08-8.24%
4-Quarter Trend

FCF

$0.00-100.00%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Q3 Gross Margin Expansion Gross profit increased 10.3% to $189.0M in Q3 2025; gross margin improved to 12.6% from 11.4% last year.
Nine Months Net Income Rises Nine months net income grew to $55.6M in 2025 compared to $48.7M in 2024, driven by tax benefits and derivative gains.
Equity Position Strengthened Total stockholders' equity increased to $718.4M as of September 30, 2025, up from $562.8M at December 31, 2024.
Cash Balances Increased Cash and cash equivalents grew to $714.1M by period end, reflecting strong operating cash flow generation before financing activities.

Risk Factors

Substantial Acquisition Debt Incurred $2,285M net additional debt for Dowlais acquisition, increasing vulnerability to adverse economic conditions.
Pending Tax Litigation Exposure Potential additional income tax expense, including interest, estimated $315M to $365M if IRS litigation is unsuccessful.
Sales Volume Declines Nine months net sales decreased 6.1% to $4,452.8M, primarily reflecting lower production volumes on certain vehicle programs.
Business Combination Uncertainty Closing subject to regulatory approvals; failure to complete risks significant incurred professional service expenses without benefit.

Outlook

Dowlais Closing Timeline Business Combination transaction is currently anticipated to close in the first calendar quarter of 2026, subject to approvals.
Restructuring Cost Expectation Expect to incur approximately $40M to $50M of total restructuring charges for the full year 2025.
Acquisition Cost Estimates Expect $50M to $60M in acquisition-related costs in 2025 related to the pending Business Combination.
Capital Spending Forecast Expect capital spending for 2025 to be approximately 5% of sales, following $190.7M used in the first nine months.

Peer Comparison

Revenue (TTM)

American Axle & Manufacturing Holdings, Inc.AXL
$5.83B
-6.0%
Bloomin' Brands, Inc.BLMN
$3.95B
-13.1%
Hovnanian Enterprises, Inc.HOV
$2.98B
-0.9%

Gross Margin (Latest Quarter)

Carriage Services, Inc.CSV
365.9%
+330.7pp
Hovnanian Enterprises, Inc.HOV
96.6%
+75.7pp
Bloomin' Brands, Inc.BLMN
70.4%
+56.8pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
UXIN$830.31M-26.491.8%79.1%
SMP$816.35M11.810.5%34.9%
PLOW$776.94M19.315.7%42.6%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
2.9%
Moderate Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
75%
Volatile Cash Flow

Research & Insights

Next earnings:Feb 13, 2026
|
EPS:-$0.12
|
Revenue:-
Reports
All Years
  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Nov 7, 2025|
    Revenue: $1.51B+0.0%
    |
    EPS: $0.08-8.2%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 8, 2025|
    Revenue: $1.54B-5.9%
    |
    EPS: $0.33+120.0%
    Beat
  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 2, 2025|
    Revenue: $1.41B-12.2%
    |
    EPS: $0.06-64.5%
    Beat
  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 14, 2025|
    Revenue: $6.12B+0.7%
    |
    EPS: $0.30+203.4%
    Beat
  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 8, 2024|
    Revenue: $1.50B-3.0%
    |
    EPS: $0.09-156.7%
    Beat
  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 9, 2024|
    Revenue: $1.63B+3.9%
    |
    EPS: $0.15+122.2%
    Beat
  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 3, 2024|
    Revenue: $1.61B+7.6%
    |
    EPS: $0.17-292.1%
    Beat
  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 16, 2024|
    Revenue: $6.08B+4.8%
    |
    EPS: $-0.29-153.7%
    Miss