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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
$1.02B
P/E (TTM)
-42.9
42.4
Dividend Yield
--
52W High
$9.00
52W Low
$3.00
52W Range
94%
Rank61Top 91.5%
2.0
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 2 / 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

Q4 2025 Data

Revenue

$1.38B+0.00%
4-Quarter Trend

EPS

-$0.63+0.00%
4-Quarter Trend

FCF

$54.70M+0.00%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Net Sales Decline Post-Divestiture Net sales fell 4.7% to $5,836.7M in 2025, impacted by lower production volumes and the India business sale.
Acquisition Costs Surge Restructuring and acquisition costs reached $113.4M in 2025, driven primarily by integration expenses for the Dowlais Business Combination.
Strong Liquidity Maintained Total liquidity stood at $1.7B at year-end 2025, including $709M cash and $898M available under the Revolving Credit Facility.
Tax Benefit Recognized Income tax expense was $21.2M, significantly offset by an $18.4M income tax benefit from the One Big Beautiful Bill enactment.

Risk Factors

Supply Chain Disruption Risk Business remains susceptible to supply shortages and price increases due to reliance on limited suppliers for critical components.
Customer Concentration Exposure Business heavily dependent on GM, accounting for 44% of 2025 consolidated net sales, posing material risk if volumes drop.
Automotive Cyclicality Pressure Operations are cyclical, tied to worldwide automotive production, sensitive to economic decline, interest rates, and consumer confidence.
Cybersecurity Network Failure Reliance on IT networks for critical processes exposes the company to risks from malware, cyber attacks, and data breaches.

Outlook

Dowlais Integration Focus Success hinges on integrating Dowlais to realize strategic benefits, diversify customer base, and increase global size and scale.
EV/Hybrid Technology Investment R&D investments accelerate technology leadership, focusing on hybrid and electric driveline systems to meet future mobility demands.
2026 Restructuring Forecast Expect total restructuring charges in 2026 between $100M and $140M, inclusive of Dauch stand-alone and Dowlais plans.
Capital Spending Guidance Expect capital spending in 2026 to be approximately 4.5% to 5.0% of sales, supporting strategic initiatives and program launches.

Peer Comparison

Revenue (TTM)

American Axle & Manufacturing Holdings, Inc.AXL
$5.84B
-4.7%
Bloomin' Brands, Inc.BLMN
$3.58B
-19.1%
Cracker Barrel Old Country Store, Inc.CBRL
$3.44B
-1.6%

Gross Margin (Latest Quarter)

Hovnanian Enterprises, Inc.HOV
96.6%
+76.5pp
BJ's Restaurants, Inc.BJRI
74.3%
+62.6pp
Bloomin' Brands, Inc.BLMN
70.4%
+56.8pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
XPEL$1.39B29.719.0%6.0%
AXL$1.02B-42.9-3.0%2.0%
SMP$975.44M14.110.5%34.9%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-0.7%
Flat Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Apr 30, 2026
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EPS:-
|
Revenue:-
Reports
Financials
News
All Years
  • Form 10-K - FY 2025

    Period End: Dec 31, 2025|Filed: Feb 13, 2026|
    Revenue: $5.84B-4.7%
    |
    EPS: $-0.17-158.6%
    Miss
  • 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: $0.06-64.7%
    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+114.3%
    Beat
  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 3, 2024|
    Revenue: $1.61B+7.6%
    |
    EPS: $0.17-525.0%
    Beat