| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 85 | — | 17.8x | Top tier | |
Growth | 72 | 41.0% | 7.1% | Top tier | |
Quality | 18 | 2.1% | 4.5% | Bottom tier | |
Safety | 27 | 6.2x | 2.6x | Bottom tier | |
Capital Return | 11 | — | 2.12% | Bottom tier | |
Momentum | 54 | 3.1% | 2.9% | Around median | |
Sentiment | 77 | 7 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Dauch Corp. supplies components and systems to the global automotive industry, with operations in metal forming, powder metal, and side shafts, serving programs at GM, BMW, Volvo, and European, Asian, and North American customers. Revenue depends on vehicle production volumes and Dauch's content on the platforms it supplies, while North America accounted for approximately 60% of the business and Europe approximately 25% during Q2 fiscal 2026. The transformational acquisition of Dowlais expanded the company's scale, portfolio, and relationships with automakers, and Dowlais contributed gross sales of $1.45 billion during the quarter.
In Q2 fiscal 2026, revenue according to EDGAR was approximately $3.0 billion, and gross profit was $338.2 million, representing a gross margin of approximately 11.3%, while net income was $1 million and GAAP earnings per share were approximately zero. Management reported a more precise revenue figure of $2.96 billion, adjusted EBITDA of $389.6 million with a 13.2% margin, adjusted earnings per share of $0.32, and adjusted free cash flow of $148.4 million. On a trailing 12-month basis in 2026, the company recorded revenue of $8.2 billion and gross profit of $893.5 million, but incurred a net loss of $165.4 million and negative earnings per share of approximately $0.70.
The year-over-year comparison reflects a major change in the company's scope following the transaction; reported revenue increased from $1.54 billion in Q2 fiscal 2025 to $2.96 billion in Q2 fiscal 2026, but management described sales on a comparable basis as flat year over year. Results were supported by the BMW X5 and X7 programs on the LG platform, the Volvo SPA platform, and GM's full-size truck program, while the Dowlais business generated approximately $180 million of adjusted EBITDA at a 12.4% margin during the quarter.
Automated analysis for informational purposes only — not investment advice.
The average analyst price target is $8.75, slightly below the 52-week range high of $9.25, while the broad target range extends from $6 to $11 and is accompanied by a neutral consensus. No positive price-to-earnings multiple is available because of the trailing 12-month loss in 2026 of $165.4 million, so valuation depends more heavily on realizing integration savings, free cash flow, and reducing net debt of $4.1 billion. The 52-week range of $4.92 to $9.25 indicates that valuation is sensitive to the balance between raised fiscal 2026 guidance and the risks associated with the GM launch and higher interest expense.
Figures in the text are as of 2026-09-01; the live price is shown at the top of the page.
Revenue according to EDGAR was approximately $3.0 billion, gross profit was $338.2 million, and net income was $1 million. Management reported adjusted EBITDA of $389.6 million at a 13.2% margin and adjusted earnings per share of $0.32. Adjusted free cash flow was also $148.4 million, compared with $48.7 million in Q2 fiscal 2025.
Dowlais contributed gross sales of $1.45 billion and adjusted EBITDA of approximately $180 million during Q2 fiscal 2026, at a 12.4% margin. Dauch achieved actual savings of $15 million during the quarter, and the annualized savings run rate reached $70 million after five months of operating the combined entity. Management targets more than $100 million by the end of fiscal 2026 and $300 million by the end of the third year, with an initial focus on administrative expenses followed by procurement and operations.
The company targets revenue of between $10.6 billion and $10.8 billion and adjusted EBITDA of between $1.36 billion and $1.425 billion. It expects adjusted free cash flow of between $260 million and $325 million and a contribution of between $70 million and $80 million from its stake in the SDS joint venture with HASCO in China. The guidance assumes global production of approximately 91.1 million vehicles, including 15.1 million in North America, 16.9 million in Europe, and 31.6 million in China.
Dauch describes GM's full-size truck program as an important program with its largest customer and assumes production of between 1.35 million and 1.4 million full-size trucks and sport utility vehicles in its fiscal 2026 guidance. The expected impact of downtime associated with the transition to the new generation begins in September 2026 and may temporarily affect Dauch's production volumes during the launch period. Management explained that the company's content on the new generation is generally similar to the platform it replaces, with limited engineering differences.
Dauch ended Q2 fiscal 2026 with net debt of approximately $4.1 billion and a net leverage ratio of 2.6 times. It voluntarily repaid $125 million of 2028 notes during the quarter, then repaid another $125 million in August 2026, leaving it with no major debt maturities until 2029. Management prioritizes reducing net leverage to approximately 2.5 times or less before expanding its options to include shareholder-supportive activities.
The company expects vehicle production in the second half of fiscal 2026 to decline by approximately 4% in North America and 8% in Europe compared with the first half, alongside GM program launch downtime. Net interest expense increased to $82.6 million in the quarter, while the company also incurred approximately $8 million due to the UAW strike at the Three Rivers facility. Management is also monitoring USMCA negotiations and higher energy costs, and no broad automatic pass-through of energy costs to customers is available.
