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American Axle & Manufacturing (DCH) and The Competition Critical Survey
Defense World· 2026-03-21 07:04
Profitability - American Axle & Manufacturing has a net margin of -0.34%, while its competitors have a significantly lower average net margin of -74.37% [3] - The return on equity for American Axle & Manufacturing is 10.00%, compared to -17.62% for its competitors [3] - The return on assets for American Axle & Manufacturing stands at 1.17%, while competitors average -3.23% [3] Institutional & Insider Ownership - 91.4% of American Axle & Manufacturing shares are held by institutional investors, significantly higher than the industry average of 38.7% [4] - Insider ownership for American Axle & Manufacturing is at 3.7%, compared to 8.1% for the industry [4] Analyst Ratings - American Axle & Manufacturing has received 1 sell rating, 1 hold rating, and 0 buy ratings, resulting in a rating score of 1.50 [6] - In contrast, competitors have a total of 10 sell ratings, 44 hold ratings, and 102 buy ratings, with a higher rating score of 2.61 [6] - Analysts believe American Axle & Manufacturing has less favorable growth prospects compared to its rivals, which have a potential upside of 35.83% [7] Valuation & Earnings - American Axle & Manufacturing reported gross revenue of $5.84 billion and a net income of -$19.70 million, resulting in a price-to-earnings ratio of -29.58 [9] - Competitors have lower gross revenue of $1.63 billion but a positive net income of $21.71 million, with a price-to-earnings ratio of -4.72 [9] - Despite higher revenue, American Axle & Manufacturing has lower earnings than its competitors and is trading at a more affordable price-to-earnings ratio [9] Volatility & Risk - American Axle & Manufacturing has a beta of 1.61, indicating its share price is 61% more volatile than the S&P 500 [10] - Competitors have a higher average beta of 2.46, meaning their share prices are 146% more volatile than the S&P 500 [10] Summary - American Axle & Manufacturing is outperformed by its rivals in 8 out of 13 comparative factors [11]
American Axle & Manufacturing (DCH) and The Competition Critical Analysis
Defense World· 2026-03-21 07:04
Core Viewpoint - American Axle & Manufacturing is compared to its competitors in the "Motor Vehicle Parts & Accessories" industry, highlighting its strengths and weaknesses in valuation, profitability, and analyst ratings [1]. Valuation & Earnings - American Axle & Manufacturing reported gross revenue of $5.84 billion but a net income of -$19.70 million, resulting in a price-to-earnings ratio of -29.58. In contrast, its competitors had an average revenue of $1.63 billion and a net income of $21.71 million with a price-to-earnings ratio of -4.72, indicating that American Axle & Manufacturing has higher revenue but lower earnings than its rivals [3]. Profitability - The company has a net margin of -0.34%, a return on equity of 10.00%, and a return on assets of 1.17%. Comparatively, its competitors have a net margin of -74.37%, a return on equity of -17.62%, and a return on assets of -3.23%, suggesting that American Axle & Manufacturing is more profitable than its peers despite its negative net margin [5]. Volatility and Risk - American Axle & Manufacturing has a beta of 1.61, indicating its share price is 61% more volatile than the S&P 500. In comparison, its competitors have a higher average beta of 2.46, showing that their share prices are 146% more volatile than the S&P 500 [6]. Analyst Ratings - The company has received 1 sell rating, 1 hold rating, and no buy or strong buy ratings, resulting in a rating score of 1.50. In contrast, competitors have a total of 10 sell ratings, 44 hold ratings, 102 buy ratings, and 2 strong buy ratings, with a higher rating score of 2.61. Analysts suggest that American Axle & Manufacturing has less favorable growth prospects compared to its rivals, which have a potential upside of 35.83% [8]. Institutional and Insider Ownership - 91.4% of American Axle & Manufacturing shares are held by institutional investors, significantly higher than the 38.7% average for the industry. Additionally, 3.7% of shares are held by insiders, compared to 8.1% for the industry, indicating strong institutional confidence in the company's long-term growth potential [9]. Summary - American Axle & Manufacturing is outperformed by its competitors in 8 out of 13 evaluated factors, highlighting areas where it may need to improve to remain competitive in the industry [10].
Head-To-Head Contrast: American Axle & Manufacturing (NYSE:DCH) and Garrett Motion (NYSE:GTX)
Defense World· 2026-02-28 08:00
Earnings and Valuation - Garrett Motion reported gross revenue of $3.54 billion, a price/sales ratio of 1.09, and a net income of $261 million with earnings per share (EPS) of $1.52 and a price/earnings (P/E) ratio of 13.39 [2] - American Axle & Manufacturing had gross revenue of $5.84 billion, a price/sales ratio of 0.27, and a net income of -$19.7 million with an EPS of -$0.18 and a P/E ratio of -36.56 [2] Profitability - Garrett Motion has a net margin of 8.12%, a return on equity of -38.75%, and a return on assets of 12.39% [4] - American Axle & Manufacturing has a net margin of -0.34%, a return on equity of 10.00%, and a return on assets of 1.17% [4] Insider & Institutional Ownership - 86.3% of Garrett Motion shares are held by institutional investors, while 0.8% are held by insiders [5] - 91.4% of American Axle & Manufacturing shares are held by institutional investors, with 3.7% held by insiders [5] Analyst Ratings - Garrett Motion has 0 sell ratings, 2 hold ratings, 4 buy ratings, and a rating score of 2.67, with a consensus price target of $18.80 indicating a potential downside of 7.66% [7] - American Axle & Manufacturing has 2 sell ratings, 0 hold ratings, 3 buy ratings, and a rating score of 2.20, with a consensus price target of $12.45 indicating a potential upside of 89.21% [7] Volatility and Risk - Garrett Motion has a beta of 0.33, indicating it is 67% less volatile than the S&P 500 [8] - American Axle & Manufacturing has a beta of 1.6, indicating it is 60% more volatile than the S&P 500 [8] Summary - Garrett Motion outperforms American Axle & Manufacturing in 8 out of 14 factors compared [9]
Critical Contrast: American Axle & Manufacturing (DCH) and The Competition
Defense World· 2026-02-28 08:00
Earnings and Valuation - American Axle & Manufacturing reported gross revenue of $5.84 billion and a net income of -$19.70 million, resulting in a price-to-earnings ratio of -36.56, which is lower than its competitors' average revenue of $1.47 billion and net income of -$2.71 million with a price-to-earnings ratio of -11.33, indicating that American Axle & Manufacturing is currently more affordable than its industry peers [2][4]. Analyst Recommendations - The consensus target price for American Axle & Manufacturing is $12.45, suggesting a potential upside of 89.21%, while the average potential downside for the "Motor Vehicle Parts & Accessories" sector is -7.66%, indicating a more favorable outlook for American Axle & Manufacturing compared to its competitors [5]. Profitability - American Axle & Manufacturing has a net margin of -0.34%, a return on equity of 10.00%, and a return on assets of 1.17%, outperforming its competitors, which have a net margin of -561.48%, a return on equity of -11.41%, and a return on assets of -7.16% [7]. Institutional and Insider Ownership - 91.4% of American Axle & Manufacturing shares are owned by institutional investors, significantly higher than the 47.8% average for the "Motor Vehicle Parts & Accessories" sector, while insider ownership stands at 3.7%, compared to 13.1% for the industry, indicating strong institutional confidence in the company's long-term growth potential [8]. Volatility & Risk - American Axle & Manufacturing has a beta of 1.6, indicating its share price is 60% more volatile than the S&P 500, while its competitors have a higher average beta of 1.85, suggesting they are 85% more volatile than the S&P 500 [9]. Summary - American Axle & Manufacturing outperforms its competitors in 7 out of 13 evaluated factors, highlighting its competitive advantages in the industry [10]. Company Overview - American Axle & Manufacturing is a leading supplier of driveline and drivetrain systems for the light vehicle market, manufacturing components for electric, hybrid, and internal combustion vehicles, with major customers including General Motors, Stellantis, and Ford [13].
3 Original Auto Equipment Stocks to Watch as Industry Dynamics Evolve
ZACKS· 2025-08-28 15:05
Industry Overview - The Zacks Automotive - Original Equipment industry is expected to benefit from acquisitions, collaborations, a diverse customer base, and the global expansion of original equipment manufacturers [1][2] - The industry focuses on designing and producing passive safety systems, driveline, and metal forming technologies for various vehicle types, including electric and hybrid vehicles [2] Factors Influencing the Industry Outlook - Automation technology is enhancing efficiency, productivity, quality, and safety while reducing labor costs for manufacturers, providing a competitive edge [3] - A new tax incentive allows car buyers to deduct up to $10,000 annually in auto loan interest from their federal taxable income, which is anticipated to increase demand for new vehicles [4] Demand and Production Trends - A decline in vehicle production due to weak demand, particularly for unsold electric vehicles, is expected to negatively impact the demand for auto equipment [5] - The U.S. government has implemented a 25% import tax on essential auto components, raising costs for domestic equipment manufacturers [6] Industry Performance and Valuation - The Zacks Automotive - Original Equipment Industry ranks 91, placing it in the top 37% of over 250 Zacks industries, indicating positive near-term prospects [7][8] - The industry has underperformed the S&P 500, declining 3% over the past year compared to the S&P 500's growth of 16.6% [10] - The industry is currently trading at an EV/EBITDA ratio of 18.57X, higher than the S&P 500's 17.77X and lower than the sector's 22.63X [13] Company Highlights - **Gentex Corporation (GNTX)**: Supplies automatic-dimming mirrors and electronics, with growth potential in tech products and a recent acquisition of VOXX International expanding its portfolio [16][17] - **Adient plc (ADNT)**: A leading automotive seating supplier focusing on automation and modularity, with a diverse customer base and international presence [22][23] - **American Axle & Manufacturing Holdings, Inc. (AXL)**: A supplier of driveline systems advancing in electrification, with a strong market position bolstered by recent acquisitions [26][27]