종목/DCH
Dauch Corporation
Sales: $10.3 - $10.8 billion; Adjusted EBITDA: $1.3 - $1.425 billion; Adjusted free cash flow: $235 - $325 million; Capital expenditures: 4.5% - 5% of sales; Restructuring cash payments: $110 - $150 million; Synergy implementation cash payments: $100 - $125 million.
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Dauch Corporation, together with its subsidiaries, designs, engineers, and manufactures driveline and metal forming technologies that supports electric, hybrid, and internal combustion vehicles. It operates through two segments, Driveline and Metal Forming segments. The Driveline segment offers front and rear axles, driveshafts, differential assemblies, clutch modules, balance shaft systems, disconnecting driveline technology, and electric and hybrid driveline products and systems for light trucks, sport utility vehicles, crossover vehicles, passenger cars, and commercial vehicles. The Metal Forming segment provides range of products, such as engine, transmission, driveline, and safety-critical components for traditional internal combustion engine and electric vehicle architectures, including light vehicles, commercial vehicles, and off-highway vehicles, as well as products for industrial markets. It operates in North America, Asia, Europe, and South America. Dauch Corporation was formerly known as American Axle & Manufacturing Holdings, Inc. and changed its name to Dauch Corporation in January 2026. The company was founded in 1994 and is headquartered in Detroit, Michigan.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 5월 8일 (금) | 2026 Q1 | $-0.02 | $0.34 | +1487.8% | $2.38B | — |
| 5월 1일 (금) | 2026 Q1 | $-0.03 | — | — | — | 0.0% |
| HD | 홈디포 | 310B | +7.8% | 25% (1/4) |
| TJX | TJX | 164B | +14.1% | 100% (4/4) |
매출 및 조정 지표(Adjusted EBITDA, 조정 EPS)가 컨센서스 대비 상향 요인으로 받아들여질 가능성이 크지만, GAAP 순손실과 현금흐름 순사용은 단기 리스크로 인식될 수 있음. 인수 관련 일회성·비현금 항목과 높은 통합·구조조정 현금지출이 투자심리에 혼합된 톤을 줄 것으로 보임.