Dauch
Builds axles, driveshafts, and metal-formed driveline parts installed directly into automakers' vehicles.
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Profile
Manufactures axles, driveshafts, and forged or sintered-metal driveline components for automakers, historically concentrated in North America and built around General Motors and other Detroit-area customers. In 2026 the company roughly doubled its scale by absorbing a London-listed peer's driveline and powder-metallurgy operations and took on its founder's surname as its new name.
Makes axles, driveshafts, sideshafts, and propshafts that carry power from an engine or electric motor to the wheels, along with forged and sintered-metal parts used elsewhere in a vehicle's drivetrain, across combustion, hybrid, and electric platforms.
The business traces to a 1994 buyout of five General Motors axle and forge plants, which made General Motors the dominant early customer; Stellantis and Ford round out a base still concentrated in a handful of automakers, with manufacturing anchored in the US and stretching into Mexico, South America, Europe, and Asia.
In early 2026 the company absorbed a London-listed driveline and powder-metallurgy supplier, roughly doubling in size, adding eDrive, all-wheel-drive, and sintered-metal-powder lines, and adopted its founder's surname as its new corporate name.
Company facts
Categories
Key statistics
Year to date −2.8% · Average volume (30d) 2.9M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 17, 2026 | Barclays | Reiterate | Equal Weight | $9 | ||
| Jul 20, 2026 | Stifel Nicolaus | Target | $8 | $6 | ||
| Jul 13, 2026 | RBC Capital | Reiterate | Outperform | $10 | $11 | |
| Jul 9, 2026 | UBS | Reiterate | Buy | $10.50 | $9 | |
| Jun 1, 2026 | RBC Capital | Target | $8 | $10 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 7, 2026Q2 FY26 | $0.16 | $0.32 | +105.7% | $2.81B | $2.96B | +5.0% | +11.99% |
| May 8, 2026Q1 FY26 | −$0.04 | $0.34 | +950.0% | $2.18B | $2.38B | +9.2% | +0.75% |
| Feb 13, 2026Q4 FY25 | −$0.07 | $0.07 | +200.0% | $1.40B | $1.38B | −0.9% | +0.41% |
| Nov 7, 2025Q3 FY25 | $0.12 | $0.16 | +33.3% | $1.40B | $1.51B | +7.7% | −5.80% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.41B | $1.54B | $1.51B | $1.38B | $2.38B | $2.96B | |
| Gross profit | $157.4M | $179.4M | $165.9M | $118.4M | $200.0M | $338.2M | |
| Operating income | $66.5M | $78.6M | $67.1M | $19.9M | $62.7M | $99.7M | |
| Net income | $7.1M | $39.3M | $9.2M | −$75.3M | −$100.3M | $1.0M | |
| Diluted EPS | $0.06 | $0.32 | $0.08 | −$0.62 | −$0.52 | $0.00 | |
| Gross margin | 11.2% | 11.7% | 11.0% | 8.6% | 8.4% | 11.4% | |
| Operating margin | 4.7% | 5.1% | 4.5% | 1.4% | 2.6% | 3.4% |
Fiscal years (4-quarter sums)FY21 $5.16B · FY22 $5.80B · FY23 $6.08B · FY24 $6.12B · FY25 $5.84B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $880.8M · Total debt $5.29B · Total assets $11.05B · Shareholders' equity $1.51B
Dividends
No dividends on record.
Ownership
Shares outstanding 237.37M · Float 227.79M · 96.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 16.76M | 14.10% | 13G | Oct 17, 2025 |
| Millennium Management LLC | 7.40M | 6.20% | 13G | Jan 28, 2026 |
| David C. Dauch · director, officer: Chairman & CEO | 2.42M | 1.02% | Form 4 | Mar 3, 2026 |
| Christopher John May · officer: EVP & CFO | 1.12M | 0.47% | Form 4 | Mar 3, 2026 |
| Michael Joseph Lynch · officer: President Driveline | 934.1K | 0.39% | Form 4 | Mar 3, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 13, 2026 | David B. Walker | director | +35,000 | $5.20 |
Peers
- Dana
Direct driveline rival in axles, driveshafts, differentials and e-Axle systems
- BorgWarner
Direct rival in AWD/4WD, differentials and integrated e-drive modules
- Magna
Rivals Driveline via AWD, transfer case, and e-drive systems for shared OEMs
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Dauch | $6.32 | +0.16% | $1.50B | — | 8.1 | 0.2 | +92.4% |
| Dana | $30.35 | +0.03% | $3.79B | — | 9.1 | — | +3.9% |
| BorgWarner | $63.84 | −0.37% | $13.15B | 32.0 | 11.8 | 0.9 | +0.3% |
| Magna | $71.41 | +8.43% | $17.93B | 24.4 | 8.9 | 0.4 | +2.0% |
| Median | 28.2 | 9.1 | 0.7 | +2.0% |





