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Dauch Corporation (DCH)
NYSE:DCH
US Market

Dauch Corporation (DCH) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 01, 2026
Before Open (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
0.04
Last Year’s EPS
0.09
Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 13, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call presents a constructive strategic picture: management closed a transformational acquisition that materially expands scale, product breadth and global reach, identified $300M of synergies with front‑loaded capture, and provided ambitious combined‑company 2026 guidance (sales $10.3B–$10.7B, EBITDA $1.3B–$1.4B, FCF $235M–$325M). Operationally, adjusted EBITDA margin improved and adjusted free cash flow remained positive. Offsetting these positives are a larger GAAP net loss, a year‑over‑year revenue decline in 2025, higher interest expense and significant near‑term cash outlays for restructuring and synergy implementation plus integration/accounting complexity. Management expects these headwinds to be transitional and to yield improving margins, synergies and cash flow over the next 2–3 years.
Company Guidance
Management’s 2026 guidance targets sales of $10.3–$10.7 billion, adjusted EBITDA of $1.3–$1.4 billion and adjusted free cash flow of $235–$325 million (with ~243 million fully diluted shares), built on regional production assumptions of ~15M North America, 17M Europe, 33M China and ~93M global units (GM large pickup/SUV ~1.3–1.4M). They expect Dauch to contribute roughly $600 million (≈12.1% margin) in 2026, forecast synergy P&L flow‑through of $50–$75 million in 2026 toward a $300 million synergy target (majority realized by end of year three and >$100M run‑rate by end of year one), and a third consecutive year of margin improvement. Modeling assumptions include variable contribution margin of 25–30%, CapEx of 4.5–5% of sales, cash pension contributions of $40–$50 million, a ~30% tax rate (taxes $150–$170M), restructuring cash outlays of $110–$150 million, synergy cash costs of $100–$125 million, equity income from the China JV of $65–$75 million, Q1 as the weakest quarter, and an estimated day‑one post‑close net debt of roughly $4.2 billion.
Adjusted EBITDA Margin Improvement
Full-year adjusted EBITDA of $743.2M, representing a 12.7% margin, up 50 basis points from 12.2% a year ago. Fourth-quarter adjusted EBITDA was $169M (12.2% of sales), a year-over-year increase versus the quarter prior (Q4 adjusted EBITDA up ~$5M, ~3.2%).
Strong Adjusted Free Cash Flow Generation
Adjusted free cash flow of $213M for FY2025 and $70.1M in the quarter. Management highlighted 'over $200M' in adjusted free cash flow for 2025 as evidence of cash generation capability (FY adjusted FCF down modestly ~7.4% from $230M in 2024).
Transformational Acquisition Closed
Acquisition of Dauch Group plc (including GKN Automotive and GKN Powder Metallurgy) closed on 02/03/2026, creating a larger global driveline and metal forming supplier with a diversified product portfolio and geographic footprint.
Material Synergy Opportunity Identified
Approximately $300M of identified synergies across SG&A, purchasing and operations, with management expecting ~60% annual run rate by end of the second full year and >$100M run-rate savings by the end of year one. Synergy P&L flow-through expected to contribute $50M–$75M to adjusted EBITDA in 2026.
2026 Financial Guidance (Combined Company)
Management provided combined 2026 targets: sales $10.3B–$10.7B, adjusted EBITDA $1.3B–$1.4B, and adjusted free cash flow $235M–$325M — implying meaningful scale-up and margin expansion versus standalone 2025 results.
Net Leverage Improvement
Net debt at December 31 was $1.8B with LTM adjusted EBITDA $743M, producing a net leverage ratio of 2.5x, down from 2.8x a year earlier (improvement of 0.3x). Management expects to manage leverage while funding the acquisition.
Commercial Wins and Quality Recognition
New product award/win: supply of SmartBar product to Scout Motors (in addition to announced electric drive products). Received Cherry Automotive's Best Supplier Award (Asia) and multiple GM supplier quality excellence awards, underscoring product/quality credentials.
Adjusted EPS Slightly Improved
Full-year adjusted EPS was $0.53 in 2025 versus $0.51 in 2024 (increase of ~3.9%). Fourth-quarter adjusted EPS was $0.07 (versus a loss in the prior-year quarter).

Dauch Corporation (DCH) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

DCH Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 01, 2026
2026 (Q1)
0.04 / -
0.09
Feb 13, 2026
2025 (Q4)
-0.02 / 0.07
-0.06216.67% (+0.13)
Nov 07, 2025
2025 (Q3)
0.12 / 0.16
0.2-20.00% (-0.04)
Aug 08, 2025
2025 (Q2)
0.15 / 0.21
0.1910.53% (+0.02)
May 02, 2025
2025 (Q1)
0.04 / 0.09
0.18-50.00% (-0.09)
Feb 14, 2025
2024 (Q4)
-0.09 / -0.06
-0.0933.33% (+0.03)
Nov 08, 2024
2024 (Q3)
-0.05 / 0.20
-0.11281.82% (+0.31)
Aug 09, 2024
2024 (Q2)
0.11 / 0.19
0.1258.33% (+0.07)
May 03, 2024
2024 (Q1)
0.02 / 0.18
-0.011900.00% (+0.19)
Feb 16, 2024
2023 (Q4)
-0.19 / -0.09
-0.07-28.57% (-0.02)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

DCH Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 13, 2026
$8.43$7.25-14.00%
Nov 07, 2025
$6.17$6.55+6.16%
Aug 08, 2025
$4.58$5.28+15.28%
May 02, 2025
$3.80$3.99+5.00%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Dauch Corporation (DCH) report earnings?
Dauch Corporation (DCH) is schdueled to report earning on May 01, 2026, Before Open (Confirmed).
    What is Dauch Corporation (DCH) earnings time?
    Dauch Corporation (DCH) earnings time is at May 01, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is DCH EPS forecast?
          DCH EPS forecast for the fiscal quarter 2026 (Q1) is 0.04.