DCH · NYSE · Auto - Parts

Dauch (DCH)

Builds axles, driveshafts, and metal-formed driveline parts installed directly into automakers' vehicles.

$5.96
vs last close+0.04 (+0.76%)
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Dauch CorporationDCH
Consumer Discretionary

Manufactures axles, driveshafts, and forged or sintered-metal driveline components for automakers, historically concentrated in North America and built around General Motors and other Detroit-area customers. In 2026 the company roughly doubled its scale by absorbing a London-listed peer's driveline and powder-metallurgy operations and took on its founder's surname as its new name.

Makes axles, driveshafts, sideshafts, and propshafts that carry power from an engine or electric motor to the wheels, along with forged and sintered-metal parts used elsewhere in a vehicle's drivetrain, across combustion, hybrid, and electric platforms.

The business traces to a 1994 buyout of five General Motors axle and forge plants, which made General Motors the dominant early customer; Stellantis and Ford round out a base still concentrated in a handful of automakers, with manufacturing anchored in the US and stretching into Mexico, South America, Europe, and Asia.

In early 2026 the company absorbed a London-listed driveline and powder-metallurgy supplier, roughly doubling in size, adding eDrive, all-wheel-drive, and sintered-metal-powder lines, and adopted its founder's surname as its new corporate name.

Company facts

CEODavid C. Dauch
ListedJan 29, 1999
ExchangeNYSE
HeadquartersDetroit, MI
CountryUnited States
Employees18,000
CIK0001062231
ISINUS0240611030

Market cap$1.40B
EPS (ttm)−$1.06
P/E (ttm)−5.58
ROE-15.2%
P/B0.9292
P/S0.1706
Dividend yieldDiv yield
Beta2.26vs XLY 0.44

Price target$9.00+52.3%Average of 28 analysts
ConsensusBuy12 of 28 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 8, 2026Cowen & Co.Upgrade
Rating: Hold
Rating: Buy
Sep 8, 2026TD CowenUpgrade
Rating: Hold
Rating: Buy
Aug 17, 2026BarclaysReiterate
Rating: Target:
Rating: Equal WeightTarget: $9
Jul 20, 2026Stifel NicolausTarget
Target: $8
Target: $6
Jul 13, 2026RBC CapitalReiterate
Rating: Target: $10
Rating: OutperformTarget: $11

Next report
Nov 6, 26
in 45 days
EPS estimate
$0.18
Revenue estimate
$2.81B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported−$0.06$0.09$0.21$0.16$0.07$0.34$0.32Pending
Estimate−$0.06$0.02$0.13$0.12−$0.07−$0.04$0.16$0.18
Surprise0.0%+350.0%+61.5%+33.3%+200.0%+950.0%+105.7%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$1.38B$1.41B$1.54B$1.51B$1.38B$2.38B$2.96BPending
Estimate$1.39B$1.55B$1.53B$1.40B$1.40B$2.18B$2.81B$2.81B
Surprise−0.9%−9.2%+0.7%+7.7%−0.9%+9.2%+5.0%
Estimate$0.18
ReportedDue Nov 6, 2026
Estimate$2.81B
ReportedDue Nov 6, 2026
View details

Debt to equity350.60%
Current ratio140.30%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$1.50B$1.38B$1.41B$1.54B$1.51B$1.38B$2.38B$2.96B
Net income$10.0M−$13.7M$7.1M$39.3M$9.2M−$75.3M−$100.3M$1.0M
Net margin0.7%0.0%0.5%2.6%0.6%0.0%0.0%0.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$41.7M$36.2M$66.5M$78.6M$67.1M$19.9M$62.7M$99.7M
YoY growth+74.5%+25.7%−13.6%−9.1%+60.9%−45.0%−5.7%+26.8%

Balance sheet, Jun 30, 2026Cash & short-term investments $880.8M · Total debt $5.29B · Total assets $11.05B · Shareholders' equity $1.51B

Revenue
$2.96B
Operating income
$99.7M
Net income
$1.0M
View details

No dividends on record.

Insiders3.28%7.79M shares
20 holders · as of May 6, 2026
Other96.72%229.81M shares
remainder

237.60M company shares as of Sep 22, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
David C. DauchInsiderdirector, officer: Chairman & CEO
1.02%2.42Mfiled Mar 3, 2026
Christopher John MayInsiderofficer: EVP & CFO
0.47%1.12Mfiled Mar 3, 2026
Michael Joseph LynchInsiderofficer: President Driveline
0.39%934,125filed Mar 3, 2026
Terri M. KempInsiderofficer: SVP - Chief of Staff
0.27%637,231filed May 6, 2026
Tolga I. OalInsiderofficer: President Driveline
0.14%323,806filed Mar 3, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Mar 13, 2026David B. Walkerdirector+35,000$5.20
View details

  • Dana

    Direct driveline rival in axles, driveshafts, differentials and e-Axle systems

  • BorgWarner

    Direct rival in AWD/4WD, differentials and integrated e-drive modules

  • Magna

    Rivals Driveline via AWD, transfer case, and e-drive systems for shared OEMs

Compare

CompanyPriceChange
Dauch$5.96+0.76%$1.40B7.40.2+92.4%
Dana$30.11+0.40%$3.74B8.8+3.9%
BorgWarner$61.43−2.98%$12.99B31.211.30.9+0.3%
Magna$63.70+1.10%$17.15B23.38.60.4+2.0%
Median27.28.80.7+2.0%