Dauch Corporation (DCH)
NYSE:DCH
Want to see DCH full AI Analyst Report?
Top Page
Dauch Corporation
(NYSE:DCH)
Select Model
Select Model
Rating:56Neutral
Price Target:
$7.00
▲(14.38% Upside)
Action:Reiterated
Date:05/09/26
The score is held back primarily by weak financial performance (net losses and nearly zero free cash flow despite strong revenue growth). This is partially offset by a constructive earnings-call outlook with raised guidance and early synergy traction, while technicals are modestly supportive. Valuation cannot be confidently assessed given the provided P/E (0.0) and missing dividend yield.
Positive Factors
Revenue Growth
Top-line expansion is durable: organic strength plus a transformational acquisition drove large revenue uplift. Higher scale and broader program wins diversify end markets and provide a firmer revenue base to support margin improvements and investment over the next 2–6 months.
Negative Factors
GAAP Profitability Weakness
Persisting GAAP losses and negative margins show that revenue growth has not yet translated into sustainable profitability. Continued negative returns undermine retained earnings, constrain reinvestment capacity, and lengthen the timeline to generate consistent shareholder value.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Growth
Top-line expansion is durable: organic strength plus a transformational acquisition drove large revenue uplift. Higher scale and broader program wins diversify end markets and provide a firmer revenue base to support margin improvements and investment over the next 2–6 months.
Read all positive factors
Dauch Corporation (DCH) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$1.39B
Dividend YieldN/A
Average Volume (3M)4.41M
Price to Earnings (P/E)―
Beta (1Y)1.66
Revenue Growth14.76%
EPS Growth-521.72%
CountryUS
Employees19,000
SectorConsumer Cyclical
Sector Strength84
IndustryAuto - Parts
Share Statistics
EPS (TTM)-1.07
Shares Outstanding237,366,730
10 Day Avg. Volume6,005,625
30 Day Avg. Volume4,411,201
Financial Highlights & Ratios
PEG Ratio0.24
Price to Book (P/B)1.16
Price to Sales (P/S)0.13
P/FCF Ratio4.79
Enterprise Value/Market Cap3.62
Enterprise Value/Revenue0.74
Enterprise Value/Gross Profit7.57
Enterprise Value/Ebitda6.64
Forecast
1Y Price Target
$9.89Price Target Upside61.56% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering7
EPS Forecast (FY)0.76
Revenue Forecast (FY)$10.58B
Dauch Corporation Business Overview & Revenue Model
Company Description
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 Meta...
Dauch Corporation Earnings Call Summary
Earnings Call Date:May 08, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Jul 31, 2026
Earnings Call Sentiment Positive
Overall the call conveyed a positive tone: strong top‑line growth (largely from the acquisition), improved adjusted EBITDA and adjusted EPS, meaningful early synergy realization and raised guidance. Key negatives were cash flow weakness, a GAAP net loss driven by acquisition accounting, higher interest expense and elevated leverage, and exposure to energy/commodity inflation. Management presented credible integration progress and a clear path to further synergies and deleveraging, which leads to a favorable near‑to‑mid term outlook despite near‑term cash and macro headwinds.Positive Updates
Strong Revenue Growth and Acquisition Contribution
Q1 sales of $2.38B vs $1.41B year-ago (≈+69%), driven largely by the Dali/Dowling acquisition which contributed ~$983M of gross sales for Feb–Mar (transaction closed Feb 3).
Negative Updates
GAAP Net Loss and Accounting Complexity
GAAP net loss of $100M (loss of $0.52/share) in Q1 vs GAAP net income of $7.1M ($0.06/share) prior year — large swing driven by acquisition and non‑cash purchase accounting and other one‑time items.
Read all updates
Q1-2026 Updates
Positive
Negative
Strong Revenue Growth and Acquisition Contribution
Q1 sales of $2.38B vs $1.41B year-ago (≈+69%), driven largely by the Dali/Dowling acquisition which contributed ~$983M of gross sales for Feb–Mar (transaction closed Feb 3).
Read all positive updates
Company Guidance
Management raised full‑year 2026 targets, guiding sales to roughly $10.3 billion (slides noted $10.3–$10.5B while remarks referenced up to $10.8B), adjusted EBITDA to $1.3 billion–$1.425 billion (pro‑forma approximate $1.4–$1.5B) and adjusted free cash flow to $235 million–$325 million; adjusted EBITDA includes the company’s SDS JV equity share of $65M–$75M. Production assumptions underpinning the guide are North America 15.0M units, Europe ~16.7M, China 32.3M and global 91.4M; management expects year‑end run‑rate synergies >$100M (achieved $35M run‑rate to date and $5M of synergies in Q1) with targets of $180M by end of year two and $300M by end of year three, and noted cash taxes of ~$160M–$170M, CapEx at 4.5%–5% of sales, an expected diluted share count of ~245M, Q1 net interest of $77.5M, a weighted average debt rate ~7%, and ending Q1 net debt ~$4.1B with 2.7x net leverage (targeting ≤2.5x to consider shareholder returns).Dauch Corporation Financial Statement Overview
Summary
Income Statement
44
Neutral
Balance Sheet
62
Positive
Cash Flow
38
Negative
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 6.80B | 5.84B | 6.12B | 6.08B | 5.80B | 5.16B |
| Gross Profit | 663.70M | 625.00M | 741.40M | 624.30M | 704.90M | 722.70M |
| EBITDA | 757.40M | 695.50M | 718.50M | 664.40M | 732.90M | 740.70M |
| Net Income | -127.10M | -19.70M | 35.00M | -33.60M | 64.30M | 5.90M |
Balance Sheet | ||||||
| Total Assets | 11.27B | 6.67B | 5.06B | 5.36B | 5.47B | 5.64B |
| Cash, Cash Equivalents and Short-Term Investments | 1.01B | 708.90M | 552.90M | 519.90M | 511.50M | 530.20M |
| Total Debt | 5.34B | 4.17B | 2.74B | 2.89B | 3.13B | 3.23B |
| Total Liabilities | 9.77B | 6.03B | 4.50B | 4.75B | 4.84B | 5.18B |
| Stockholders Equity | 1.50B | 640.00M | 562.80M | 604.90M | 627.30M | 457.80M |
Cash Flow | ||||||
| Free Cash Flow | 500.00K | 155.10M | 207.40M | 201.50M | 277.50M | 357.20M |
| Operating Cash Flow | 291.30M | 411.60M | 455.40M | 396.10M | 448.90M | 538.40M |
| Investing Cash Flow | -476.90M | -169.60M | -254.80M | -184.50M | -243.00M | -161.10M |
| Financing Cash Flow | 644.00M | 1.40B | -156.20M | -205.50M | -217.20M | -401.40M |
Dauch Corporation Technical Analysis
Negative
6.12
Price Trends
5.85
Positive
6.59
Negative
6.32
Negative
Market Momentum
0.06
Positive
46.87
Neutral
17.45
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For DCH, the sentiment is Negative. The current price of 6.12 is above the 20-day moving average (MA) of 6.00, above the 50-day MA of 5.85, and below the 200-day MA of 6.32, indicating a neutral trend. The MACD of 0.06 indicates Positive momentum. The RSI at 46.87 is Neutral, neither overbought nor oversold. The STOCH value of 17.45 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for DCH.
Dauch Corporation Risk Analysis
Dauch Corporation disclosed 34 risk factors in its most recent earnings report. Dauch Corporation reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Dauch Corporation Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | $12.91B | 11.51 | 6.34% | 1.24% | 2.36% | 34.03% | |
74 Outperform | $2.92B | 19.91 | 11.08% | 0.57% | -2.04% | -43.19% | |
68 Neutral | $5.75B | 9.05 | -42.77% | 1.49% | 7.36% | 34.94% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
57 Neutral | $1.62B | 14.84 | 3.37% | ― | 3.85% | ― | |
56 Neutral | $1.39B | -1.75 | -14.40% | ― | 14.76% | -521.72% | |
53 Neutral | $3.67B | -8.89 | -12.67% | 1.70% | -23.37% | -131.29% |
* Consumer Cyclical Sector Average
DCH
Dauch Corporation
5.85
1.47
33.56%
BWA
BorgWarner
62.95
30.70
95.21%
DAN
Dana Incorporated
33.88
18.41
119.02%
VC
Visteon
109.22
26.12
31.43%
ADNT
Adient
20.60
5.70
38.26%
GTX
Garrett Motion
30.70
20.55
202.34%
Dauch Corporation Corporate Events
Business Operations and StrategyExecutive/Board ChangesShareholder Meetings
Dauch Corporation Shareholders Approve Revised Incentive Plan, Directors
Positive
May 1, 2026
On February 4, 2026, Dauch Corporation’s board approved an Amended and Restated 2018 Omnibus Incentive Plan, which was subsequently endorsed by shareholders at the April 30, 2026 annual meeting, reinforcing the company’s reliance on eq...
Business Operations and StrategyExecutive/Board Changes
Dauch Corporation Announces Leadership Change in Axle Systems Division
Neutral
Apr 17, 2026
On April 13, 2026, Dauch Corporation’s board approved the termination of Tolga Oal, who served as President – Axle Systems, with his employment set to end effective April 16, 2026. The company stated that Mr. Oal will receive severance...
Business Operations and StrategyExecutive/Board Changes
Dauch Corporation Expands Leadership Team and Executive Incentives
Positive
Feb 10, 2026
On February 5, 2026, Dauch strengthened its leadership bench by appointing Fiona MacAulay and Simon Mackenzie Smith as independent directors and naming former GKN Automotive chief executive Markus Bannert as vice president of metal forming. The co...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.