American Axle & Manufacturing (US:AXL) ZACKS·2025-02-24 15:15Core Insights - American Axle & Manufacturing (AXL) reported total revenue of $1.38 billion for the quarter ending December 2024, reflecting a decrease of 5.6% [4] - The analysis of international operations is crucial for understanding AXL's financial strength and growth potential in a globalized economy [2][10] International Revenue Trends - Asia contributed $156.6 million, accounting for 11.34% of total revenue, with a surprise increase of +12.78% compared to the expected $138.86 million [5] - Europe generated $198.7 million, representing 14.39% of total revenue, exceeding the consensus estimate of $184.69 million by +7.59% [6] - South America produced $46.5 million in revenue, making up 3.37% of total revenue, with a significant surprise of +43.87% over the projected $32.32 million [7] Revenue Forecasts - For the current fiscal quarter, total revenue is anticipated to be $1.4 billion, a decline of 12.8% year-over-year, with expected contributions of 8.8% from Asia ($123.4 million), 14.2% from Europe ($199.52 million), and 2.3% from South America ($31.49 million) [8] - Annual revenue is projected at $5.91 billion, down 3.6% from the previous year, with contributions from Asia (9% or $529.62 million), Europe (13.9% or $819.21 million), and South America (2.6% or $155.52 million) [9] Market Context - The reliance on international markets presents both opportunities and challenges for AXL, necessitating close monitoring of revenue trends to forecast future performance [10] - The company's stock has seen a decline of 4.4% over the past month, contrasting with a 0.5% decrease in the S&P 500, and a 15.3% decline over the past three months [12]