DCH · Dauch Corp
One customer — 30% of revenue (the first six months of 2026)
“Sales to GM were approximately 30% of our consolidated net sales for the first six months of 2026, and 44% for both the first six months of 2025 and the full year 2025.”
One customer — 13% of revenue (the first six months of 2026)
“Sales to Stellantis were approximately 13% of our consolidated net sales for each of the first six months of 2026, the first six months of 2025 and full year 2025.”
One customer — 11% of revenue (the first six months of 2026)
“Sales to Ford were approximately 11% of our consolidated net sales for the first six months of 2026, and 15% for both the first six months of 2025 and the full year 2025.”
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 7, 2026TL;DR. Dauch Corporation raised the low end of its full-year 2026 sales, adjusted EBITDA, and free cash flow guidance after delivering Q2 sales of $2.96 billion, adjusted EBITDA of $389.6 million (13.2% margin), and adjusted free cash flow of $148.4 million, with $70 million of synergy run-rate already captured five months into the Dowlais integration.
- + Raised low end of full-year 2026 sales guidance to $10.6–$10.8B (from $10.3–$10.8B) on H1 strength
- + Raised low end of full-year 2026 adjusted EBITDA guidance to $1.36–$1.425B (from $1.30–$1.425B)
- + Raised full-year 2026 adjusted free cash flow range to $260–$325M (from $235–$325M)
- − Interest expense more than doubled to $82.6M (Q2) reflecting acquisition-related debt at ~7.1% weighted rate
- − GM next-generation full-size truck model changeover begins in September, expected to cause temporary production downtime
- − H2 2026 volume headwinds from seasonality and USMCA trade uncertainty flagged as risks to monitor
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted earnings per share non-GAAP | $0.65 | Six Months Ended June 30, 2026 | — |
| Adjusted EBITDA non-GAAP | $698.1M | Six Months Ended June 30, 2026 | — |
| Adjusted EBITDA margin non-GAAP | 13.2% | second quarter 2026 | — |
| Adjusted free cash flow non-GAAP | $107.6M | Six Months Ended June 30, 2026 | — |
| Driveline Segment Adjusted EBITDA non-GAAP | $528.5M | Six Months Ended June 30, 2026 | — |
| Driveline Segment Sales | $3.99B | Six Months Ended June 30, 2026 | — |
| EBITDA | $474.6M | Six Months Ended June 30, 2026 | — |
| Free cash flow | -$151.3M | Six Months Ended June 30, 2026 | — |
| Metal Forming Segment Adjusted EBITDA non-GAAP | $169.6M | Six Months Ended June 30, 2026 | — |
| Metal Forming Segment Sales | $1.59B | Six Months Ended June 30, 2026 | — |
| Segment Adjusted EBITDA non-GAAP | $389.6M | the three months ended June 30, 2026 filing | +92.8% |
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GAAP → non-GAAP reconciliationGAAP EBITDA 322.8M
+49.8M Restructuring and acquisition-related costs
+0M Gain on Business Combination Derivative
+0.9M Debt refinancing and redemption costs
+0M Impairment charge (Note 2)
+3.5M Unrealized foreign exchange loss on acquired U.S. Private Placement Notes
+4.5M Mark-to-market on nondesignated foreign exchange derivatives assumed as part of the Business Combination with Dowlais
+1.3M Loss (gain) on disposal of property, plant and equipment
+0M Interest income on debt held in escrow
+6.8M Amortization of acquisition intangible asset attributable to SDS
+0M Acquisition-related fair value inventory adjustment
= Total segment adjusted EBITDA 389.6M
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Auto Parts — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
DCH
this stock
Dauch Corp
|
$1.26B | -18.6% | -4.7% | — | 7.8% |
|
ORLY
O Reilly Automotive Inc
|
$69.66B | -6.4% | +6.4% | 27.3 | 3.2% |
|
AZO
Autozone Inc
|
$46.95B | -16.6% | +2.4% | — | 3.0% |
|
SMTOY
Sumitomo Electric Industries Ltd/Adr/
|
$43.43B | — | — | — | 0.0% |
|
HSAI
Hesai Group
|
$20.43B | -28.8% | +52.1% | — | 0.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| DCH | -8.1% | -14.1% | -9.5% | -16.6% | -18.6% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -7.4% | -14.3% | -21.7% | -16.0% | -30.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.