
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
Market Cap
$753.52M
P/E (TTM)
18.3
28.1
Dividend Yield
--
52W High
$7.03
52W Low
$3.00
52W Range
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: 2015-2024
Financial Dashboard
Q2 2025 Data
Revenue
$1.54B-5.89%
4-Quarter Trend
EPS
$0.32+113.33%
4-Quarter Trend
FCF
$34.60M-62.51%
4-Quarter Trend
2025 Q2 Earnings Highlights
Key Highlights
Net Income Doubles Q2 Net Income reached $39.3M, significantly up from $18.2M last year, driven by derivative gains.
Derivative Gain Boosts Results Recognized $46.3M unrealized gain on Business Combination Derivative in Q2 2025, impacting Other Income.
Strong Liquidity Position Total liquidity exceeds $1.5B including $586.5M cash and $897.1M available under Revolving Credit Facility.
Six Month EPS Rises Six months diluted EPS was $0.38 in 2025, compared to $0.32 in 2024, despite 9.0% sales decline.
Risk Factors
Quarterly Sales Decline Net sales fell 5.9% to $1,536.2M in Q2 2025, primarily reflecting lower production volumes on vehicle programs.
Operating Income Pressured Operating income dropped 36.4% to $55.0M in Q2 2025, impacted by lower sales and high restructuring costs.
High Integration Expenses Restructuring and acquisition costs totaled $36.2M for six months 2025, driven by pending Dowlais Business Combination.
Dowlais Synergy Failure Risk exists that anticipated benefits and operating synergies from the Dowlais Business Combination may not be realized fully.
Outlook
Dowlais Acquisition Closing Business Combination with Dowlais expected to close in the fourth quarter of 2025, pending regulatory approvals.
Significant Debt Incurrence Expect to incur approximately $2.2B in additional indebtedness to finance the cash consideration for the Dowlais acquisition.
2025 Restructuring Forecast Expect to incur approximately $30M to $40M of total restructuring charges during the remainder of fiscal year 2025.
Capital Spending Guidance Capital expenditures for 2025 are expected to approximate 5% of sales, supporting ongoing operational needs.
Peer Comparison
Revenue (TTM)
AXL$5.83B
$4.06B
HOV$3.14B
Gross Margin (Latest Quarter)
HOV96.4%
CARS82.9%
70.2%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| SMP | $842.53M | 12.8 | 10.0% | 32.3% |
| ECX | $805.41M | -9.8 | 43.5% | 79.6% |
| AXL | $753.52M | 18.3 | 6.7% | 51.8% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
+0.7%
Moderate Growth
4Q Net Income CAGR
+55.6%
Profitability Improved
Cash Flow Stability
100%
Strong Cash Flow
Research & Insights
Reports
All Years
Form 10-Q - Q2 2025
Period End: Jun 30, 2025|Filed: Aug 8, 2025|Revenue: $1.54B-5.9%|EPS: $0.32+113.3%BeatForm 10-Q - Q1 2025
Period End: Mar 31, 2025|Filed: May 2, 2025|Revenue: $1.41B-12.2%|EPS: $0.06-64.5%BeatForm 10-K - FY 2024
Period End: Dec 31, 2024|Filed: Feb 14, 2025|Revenue: $6.12B+0.7%|EPS: $0.29+200.0%BeatForm 10-Q - Q3 2024
Period End: Sep 30, 2024|Filed: Nov 8, 2024|Revenue: $1.50B-3.0%|EPS: $0.09-156.7%BeatForm 10-Q - Q2 2024
Period End: Jun 30, 2024|Filed: Aug 9, 2024|Revenue: $1.63B+3.9%|EPS: $0.15+122.2%BeatForm 10-Q - Q1 2024
Period End: Mar 31, 2024|Filed: May 3, 2024|Revenue: $1.61B+7.6%|EPS: $0.17-292.1%BeatForm 10-K - FY 2023
Period End: Dec 31, 2023|Filed: Feb 16, 2024|Revenue: $6.08B+4.8%|EPS: $-0.29-153.7%MissForm 10-Q - Q3 2023
Period End: Sep 30, 2023|Filed: Nov 3, 2023|Revenue: $1.55B+1.1%|EPS: $-0.15-165.2%Miss