Dauch Q2 sales beat estimates on Dowlais acquisition

Dauch

07/08/2026 13:12

Overview
US driveline and metal forming supplier's Q2 sales more than doubled, beating analyst expectations
Q2 adjusted EBITDA rose and beat analyst expectations
Adjusted EPS for Q2 declined slightly from prior year

Outlook
Dauch sees 2026 sales in the range of $10.6-$10.8 bln, up from prior forecast
Company expects 2026 adjusted EBITDA of $1.36-$1.425 bln, higher than previous guidance
Dauch projects 2026 adjusted free cash flow of $260-$325 mln, up from earlier outlook

Result Drivers
DOWLAIS ACQUISITION - Co said year-over-year changes in financial results were primarily driven by the acquisition of Dowlais Group
SYNERGY FOCUS - Co said it is focused on unlocking the full strategic potential and synergy benefits of the Dowlais acquisition

Company press release: ID:nPn97fpz5a

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Beat
$2.96 bln
$2.81 bln (10 Analysts)
Q2 EPS
 
$0
 
Q2 Net Income
 
$1 mln
 
Q2 Adjusted EBITDA
Beat
$389.60 mln
$350.18 mln (9 Analysts)
Q2 Adjusted Free Cash Flow
 
$148.40 mln
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 7 "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 $8.25, about 45.5% above its August 6 closing price of $5.67
The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 9 three months ago

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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.)