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Dauch Corporation
$812M
Market Cap
20.1
P/E
0.96
PEG
-43.0%
ROCE
-3.3%
ROE
6.47
D/E
1.9%
OPM
-28.9%
% from 52W High
37
α RS
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🌏 Global Investor Returns
Currency-adjusted total returns for DCH including FX impact
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📈 Price History
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About

Dauch Corporation, together with its subsidiaries, designs, engineers, and manufactures driveline and metal forming technologies that supports electric, hybrid, and internal combustion vehicles.

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⭐ Superinvestors Holding DCH
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Manager Shares Value % of Fund Period
Jim Simons Renaissance Technologies LLC 1.86M $11.0M 0.02% Mar 2026
Cathie Wood ARK Investment Management 6.0K $35K 0.00% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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📊 MIXED Dauch Corp Q1 sales $2.38B, adj EBITDA $309M, raises guidance
Revenue & Profitability
Q1 2026 sales were $2.38 billion, up from $1.41 billion in Q1 2025, driven by the Dowlais acquisition (contributed $983 million in gross sales for February and March). GAAP net loss was $100 million (loss of $0.52 per share), while adjusted EPS was $0.34 (up from $0.22 last year). Adjusted EBITDA was $308.5 million (13.0% margin) versus $177.7 million (12.6%) last year. Adjusted free cash flow was a use of $40.8 million.
Outlook
Management noted that global geopolitical risks (especially the Iran conflict) are an overhang, driving elevated oil/energy prices, but Q1 operations were not significantly impacted. Customer schedules remain stable and consumers appear resilient. The company raised its full-year guidance: sales $10.3-$10.5 billion, adjusted EBITDA $1.3-$1.425 billion, and adjusted free cash flow $235-$325 million, based on production assumptions of 15M units in North America, 16.7M in Europe, 32.3M in China, and 91.4M globally.
Growth Drivers
Key growth levers include: synergy savings from the Dowlais acquisition (already achieved $35 million run rate, targeting >$100 million by year-end); new business awards such as the Chery Jaecoo Jetour program for PTUs/RDMs, a $750 million Brazil truck platform extension, and sideshaft wins with six global OEMs; and benefits from reshoring and onshoring trends. Cross-selling opportunities from the combined portfolio are also expected to drive future growth.
Balance Sheet & CapEx
Management maintained CapEx guidance at 4.5%-5% of sales. Q1 2026 capital expenditures net of proceeds were $102.7 million. The company is readying for important upcoming launches, especially a major truck program, and is investing in integration and operational improvements across the combined footprint.
Margins
Q1 2026 adjusted EBITDA margin was 13.0%, supported by favorable mix on key platforms and solid Dowlais contribution. Legacy Dauch margin was 12.9% and legacy Dowlais 12.4%. Management expects margin improvement from synergy realization (run-rate savings to exceed $100 million by year-end) and continued operational efficiency. However, near-term headwinds include elevated energy and fuel costs (estimated $5-$10 million impact in Q2) and tariff timing lags.
Key Risks
Management flagged geopolitical risks (Iran conflict) leading to higher fuel/energy prices, which could increase logistics and input costs. Tariff recovery timing is uncertain and may spread through the year. EV-related cancellation costs remain unresolved for a few customers, though management expects closure this year. Reliance on GM's full-size truck program and general industry production volatility also pose risks.
Generated by AI · Q1 2026 results · Not investment advice
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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q2 2026 Q2 2026 2026-08-07
Q2 2026 saw strong sales of $2.96B, robust synergy capture, and improved margins, with guidance raised for the full year. Integration of Dowlais is on track, debt reduction accelerated, and new business quoting is heavily weighted toward ICE and hybrid programs.
Q1 2026 Q1 2026 2026-05-08
Q1 2026 saw strong sales growth and margin improvement driven by the Dowlais acquisition, synergy realization, and favorable product mix. Guidance for sales and EBITDA was raised, with continued focus on debt reduction and portfolio optimization amid macro risks and stable customer demand.
Q4 2025 Q4 2025 2026-02-13
Delivered strong 2025 margin growth and cash flow, completed Dowlais acquisition, and issued 2026 guidance with higher sales and EBITDA targets. Integration synergies of $300 million expected by year three, with positive cash flow after restructuring and synergy costs.
Q3 2025 Q3 2025 2025-11-07
Q3 2025 saw flat sales but improved margins, with strong driveline performance and robust cash flow. Updated 2025 guidance reflects healthy truck/SUV demand and ongoing cost focus, while the Dauch acquisition is on track for Q1 2026 close, pending final regulatory approvals.
Q2 2025 Q2 2025 2025-08-08
Q2 2025 saw improved margins and strong cash flow despite lower sales, with key wins in electrification and progress on the Dowlais merger. Guidance was raised for sales, EBITDA, and free cash flow, while the company remains focused on cost control, deleveraging, and navigating tariff risks.
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📊 Analysis Methodology

This comprehensive investment analysis was conducted using The Finmagine™ Stock Analysis & Ranking Methodology, a proprietary framework that systematically evaluates stocks across five critical dimensions: Financial Health, Growth Prospects, Competitive Positioning, Management Quality, and Valuation.

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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
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Information Sources:
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