NYSE$DCH

Dauch Corporation · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported solid second quarter results driven by volume, mix, and operational performance.

American Axle & Manufacturing Holdings, Inc. reported sales of $1.63 billion and net income of $18.2 million for the second quarter of 2024. Adjusted EPS was $0.19, and Adjusted EBITDA reached $208.4 million.

  • Sales reached $1.63 billion.
  • Net income was $18.2 million, or 1.1% of sales.
  • Adjusted EBITDA was $208.4 million, or 12.8% of sales.
  • Diluted earnings per share were $0.15; Adjusted earnings per share was $0.19.

Headline financials

Total Revenue

$1.63B

Previous: $1.57B+3.9%
EPS (adj)

$0.19

Previous: $0.12+58.3%
Capital Expenditures

-$96.8M

Previous: -$90.7M-6.7%
Free Cash Flow

-$78.6M

Previous: -$82.7M+5.0%
Net Income

$18.2M

Previous: $8M+127.5%
Operating Income

$86.5M

Previous: $57.8M+49.7%
Gross Profit

$217M

Previous: $178M+21.9%
Cash & Equivalents

$520M

Previous: $511M+1.7%
Total Assets

$5.34B

Previous: $5.51B-3.1%
Stock-Based Comp

$4M

Previous: $3.4M+17.6%

Revenue & EPS history

American Axle · Revenue · Quarterly

$1.63B

Q2 2024+3.9%vs Q2 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

American Axle · $1.69B total across 2 segments · Q3 2023

  • Driveline
    $1.06B
  • Metal Forming
    $625M

Forward guidance

AAM is targeting sales in the range of $6.1 - $6.3 billion and Adjusted EBITDA in the range of $705 - $755 million.

Tailwinds

  • AAM is targeting sales in the range of $6.1 - $6.3 billion vs. $6.05 - $6.35 billion prior.
  • AAM is targeting Adjusted EBITDA in the range of $705 - $755 million vs. $685 - $750 million prior.
  • AAM is targeting Adjusted free cash flow in the range of $200 - $240 million.
  • Targets are based on North American light vehicle production of approximately 15.8 million units.
  • Targets are based on AAM's production estimates of key programs that we support.

Headwinds

  • Guidance is based on current customer launch schedules.
  • Guidance is based on the current operating environment.
  • Capital spending of approximately 4.0% of sales is assumed.
  • Guidance is subject to risks related to global economic conditions.
  • Guidance is subject to risks inherent in transitioning our business from internal combustion engine vehicle products to hybrid and electric vehicle products.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.8%

Avg return

Earnings day

-0.9%

Avg return

5 days after

+0.4%

Avg return

30 days after

51%

33 / 65 earnings

Positive

+32.2%

Q3 2019

Best reaction

-27.1%

Q3 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+15.3%+13.4%+9.7%
Q4 2025-14.0%-15.5%-38.6%
Q3 2025+6.7%+5.2%+2.3%
Q1 2025+4.8%+8.7%+15.5%
Q4 2024+8.4%+23.2%-5.3%
Q3 2024+7.9%+4.7%+6.6%
Q2 2024-2.4%-0.8%-5.0%
Q1 2024+4.6%+6.6%+4.4%
Q4 2023-9.7%-13.8%-22.9%
Q3 2023+5.4%+2.0%+13.2%
Q2 2023-11.3%-13.1%-16.1%
Q1 2023+8.0%+5.5%+8.3%
Q4 2022-9.5%-12.2%-25.2%
Q3 2022-10.3%-15.6%-5.5%
Q2 2022+14.5%+22.0%+18.7%
Q1 2022-5.5%-5.1%+23.6%
Q4 2021-10.9%+1.3%+0.5%
Q3 2021+2.0%-0.7%-5.8%
Q2 2021-0.6%-5.8%-6.2%
Q1 2021+6.0%+2.9%+26.3%
Q4 2020-7.5%-11.4%+22.2%
Q3 2020+4.2%+2.4%+24.9%
Q2 2020-3.0%-2.3%+12.3%
Q1 2020+31.9%+15.0%+105.4%
Q4 2019-19.1%-22.5%-51.9%
Q3 2019+32.2%+24.5%+17.9%
Q2 2019-22.4%-26.8%-42.5%
Q1 2019-7.7%-12.0%-29.5%
Q4 2018+13.0%+15.2%-4.2%
Q3 2018-27.1%-17.8%-20.8%
Q2 2018+6.4%+8.9%+10.5%
Q1 2018+3.8%+4.0%+9.8%
Q4 2017-2.3%-0.1%-5.8%
Q3 2017+1.9%-2.6%-2.5%
Q2 2017-7.9%-9.9%-13.1%
Q1 2017+7.5%+6.3%-6.6%
Q4 2016-4.1%-3.8%-7.7%
Q3 2016-17.8%-17.3%-4.9%
Q2 2016+5.3%+3.3%+3.3%
Q1 2016+5.8%
Q4 2015+24.9%
Q3 2015+6.6%
Q2 2015-1.4%
Q1 2015-2.1%
Q4 2014-2.3%
Q3 2014+8.7%
Q2 2014-2.2%
Q1 2014+0.1%
Q4 2013+5.2%
Q3 2013-3.3%
Q2 2013+4.4%
Q1 2013+12.2%
Q4 2012+5.0%
Q3 2012-6.2%
Q2 2012+4.5%
Q1 2011-10.0%
Q1 2012-10.0%
Q1 2010-2.0%
Q4 2009-2.0%
Q4 2011-2.0%
Q3 2011-3.5%
Q3 2010-3.5%
Q2 2010+10.2%
Q2 2011+10.2%
Q4 2010+10.2%

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