Dauch Q1 sales and adjusted EBITDA beat on Dowlais acquisition boost, lifts outlook

Dauch

08/05/2026 13:08

Overview

US driveline and metal forming supplier's Q1 sales rose and beat analyst expectations

Q1 adjusted EBITDA exceeded analyst expectations, driven by Dowlais acquisition synergies

Company raised full-year sales and adjusted EBITDA guidance following Dowlais integration

Outlook

Dauch sees 2026 sales of $10.3-$10.8 bln, up from $10.3-$10.7 bln prior

Company expects 2026 Adjusted EBITDA of $1.3-$1.425 bln, up from $1.3-$1.4 bln prior

Dauch targets 2026 adjusted free cash flow of $235-$325 mln

Result Drivers

DOWLAIS ACQUISITION - Co said Dowlais acquisition was primary driver of year-over-year changes in sales and profitability

INTEGRATION SYNERGIES - Co said it began to capture integration synergies and leverage combined operational strengths following Dowlais acquisition, per CEO David C. Dauch

SEGMENT EXPANSION - Driveline and Metal Forming segment sales and Adjusted EBITDA rose due to expanded business profile after Dowlais integration

Company press release: ID:nRSH5460Da

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Beat
$2.38 bln
$2.29 bln (8 Analysts)
Q1 EPS
-$0.52
Q1 Net Income
-$100.3 mln
Q1 Adjusted EBITDA
Beat
$308.5 mln
$281.45 mln (8 Analysts)
Q1 Adjusted Free Cash Flow
-$40.8 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the auto, truck & motorcycle parts peer group is "buy"

Wall Street's median 12-month price target for Dauch Corp is $9.00, about 55.7% above its May 7 closing price of $5.78

The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 13 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)