American Axle & Manufacturing (AXL) Tops Q3 Earnings and Revenue Estimates

Core Insights - American Axle & Manufacturing (AXL) reported quarterly earnings of $0.16 per share, exceeding the Zacks Consensus Estimate of $0.12 per share, but down from $0.20 per share a year ago, representing an earnings surprise of +33.33% [1] - The company achieved revenues of $1.51 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.82% and showing a slight increase from $1.5 billion year-over-year [2] - American Axle has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance in earnings [2] Earnings Outlook - The future performance of American Axle's stock will largely depend on management's commentary during the earnings call and the sustainability of the recent price movements [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.04 on revenues of $1.39 billion, while for the current fiscal year, the estimate is $0.44 on revenues of $5.83 billion [7] Industry Context - The Automotive - Original Equipment industry, to which American Axle belongs, is currently ranked in the top 37% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]