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Upturn AI SWOT - About
AXL 
American Axle & Manufacturing (AXL)
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Upturn Advisory Summary
10/15/2025: AXL (1-star) is a SELL. SELL since 4 days. Simulated Profits (10.37%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
8 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $6.71
1 Year Target Price $6.71
| 0 | Strong Buy |
| 1 | Buy |
| 6 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -29.06% | Avg. Invested days 35 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 655.03M USD | Price to earnings Ratio 15.77 | 1Y Target Price 6.71 |
Price to earnings Ratio 15.77 | 1Y Target Price 6.71 | ||
Volume (30-day avg) 8 | Beta 1.53 | 52 Weeks Range 3.00 - 7.03 | Updated Date 10/17/2025 |
52 Weeks Range 3.00 - 7.03 | Updated Date 10/17/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.35 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 0.73% | Operating Margin (TTM) 5.08% |
Management Effectiveness
Return on Assets (TTM) 2.82% | Return on Equity (TTM) 6.66% |
Valuation
Trailing PE 15.77 | Forward PE 8.64 | Enterprise Value 2865478050 | Price to Sales(TTM) 0.11 |
Enterprise Value 2865478050 | Price to Sales(TTM) 0.11 | ||
Enterprise Value to Revenue 0.49 | Enterprise Value to EBITDA 4.02 | Shares Outstanding 118664153 | Shares Floating 108868427 |
Shares Outstanding 118664153 | Shares Floating 108868427 | ||
Percent Insiders 4.34 | Percent Institutions 120.31 |
Upturn AI SWOT
American Axle & Manufacturing
Company Overview
History and Background
American Axle & Manufacturing (AAM) was founded in 1994 as a spin-off from General Motors. It has grown through acquisitions and organic growth, becoming a leading global supplier of driveline and metal forming technologies.
Core Business Areas
- Driveline: Design, engineering, validation and manufacturing of axles, driveshafts, transfer cases, gearboxes, and related components for light, commercial, and industrial vehicles.
- Metal Forming: Design, engineering and manufacturing of precision-formed components using various processes including forging, cold forming, machining, and heat treatment.
- Electric Powertrain: Design, engineering, validation and manufacturing of electric drive units and components for electric vehicles and hybrid vehicles.
Leadership and Structure
AAM's leadership team consists of the CEO, CFO, and other key executives. The organizational structure is based on functional areas and business units.
Top Products and Market Share
Key Offerings
- Axles: AAM produces a wide range of axles for various vehicle applications. While specific market share is difficult to pinpoint due to varying axle types and vehicle segments, they hold a significant position in the global axle market. Competitors include Dana Incorporated and Meritor (now Cummins).
- Driveshafts: AAM manufactures driveshafts for light and commercial vehicles. Competitors include GKN Automotive and NTN Corporation.
- Electric Drive Units: AAM is developing and manufacturing electric drive units for electric vehicles, a growing market with increasing demand. Competitors include BorgWarner and Magna International.
Market Dynamics
Industry Overview
The automotive industry is undergoing significant transformation with the shift towards electric vehicles, autonomous driving, and connected car technologies. This is impacting the demand for traditional driveline components and creating new opportunities in electric powertrain solutions.
Positioning
AAM is positioned as a leading supplier of driveline and metal forming technologies, with a growing focus on electric powertrain solutions. Their competitive advantages include their engineering expertise, manufacturing capabilities, and established relationships with major automotive manufacturers.
Total Addressable Market (TAM)
The TAM for automotive driveline and electric powertrain components is estimated to be in the hundreds of billions of dollars globally. AAM's market share within that TAM is a single-digit percentage but is expected to grow with increased EV adoption.
Upturn SWOT Analysis
Strengths
- Strong engineering capabilities
- Established relationships with major OEMs
- Global manufacturing footprint
- Growing presence in electric powertrain solutions
- Vertically integrated metal forming operations
Weaknesses
- Dependence on traditional ICE vehicle market
- Exposure to cyclical automotive industry
- Higher debt level
- Vulnerability to commodity price fluctuations
- Limited EV production capacity compared to established competitor
Opportunities
- Growing demand for electric vehicle components
- Expansion into new geographic markets
- Strategic partnerships and acquisitions
- Development of new technologies
- Increased outsourcing by OEMs
Threats
- Increasing competition from established suppliers
- Disruptive technologies
- Economic downturns
- Changing government regulations
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- DAN
- BWA
- MGA
Competitive Landscape
AAM faces intense competition from larger and more diversified suppliers. To succeed, AAM needs to continue to innovate, reduce costs, and leverage its strengths in driveline and metal forming technologies.
Major Acquisitions
Grede Holdings LLC
- Year: 2019
- Acquisition Price (USD millions): 530
- Strategic Rationale: Expanded AAM's metal forming capabilities and customer base.
Growth Trajectory and Initiatives
Historical Growth: AAM's growth has been driven by acquisitions, organic growth, and the overall growth of the automotive industry. However, the shift towards EVs is changing the growth dynamics.
Future Projections: Analyst estimates vary, but the consensus is that AAM's future growth will depend on its ability to successfully transition to electric powertrain solutions and manage its debt.
Recent Initiatives: Recent strategic initiatives include investments in electric powertrain technology, acquisitions of companies with complementary capabilities, and cost reduction measures.
Summary
American Axle & Manufacturing is adapting to the evolving automotive landscape, particularly the shift to electric vehicles. While the company has established expertise in driveline systems and metal forming, it needs to continue investing in electric powertrain technologies. The company is vulnerable to changes in customer tastes and market shifts. They are currently focused on reducing debt and strategic acquisitions for long term sustained growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- AAM Investor Relations
- Industry Reports
- Analyst Estimates
- Company Filings
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share estimates are approximate and may vary based on source and methodology. Always conduct thorough due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About American Axle & Manufacturing
Exchange NYSE | Headquaters Detroit, MI, United States | ||
IPO Launch date 1999-01-29 | Chairman & CEO Mr. David Charles Dauch | ||
Sector Consumer Cyclical | Industry Auto Parts | Full time employees 19000 | Website https://www.aam.com |
Full time employees 19000 | Website https://www.aam.com | ||
American Axle & Manufacturing Holdings, Inc., together with its subsidiaries, designs, engineers, and manufactures driveline and metal forming technologies that supports electric, hybrid, and internal combustion vehicles. It operates through two segments, Driveline and Metal Forming segments. The Driveline segment offers front and rear axles, driveshafts, differential assemblies, clutch modules, balance shaft systems, disconnecting driveline technology, and electric and hybrid driveline products and systems for light trucks, sport utility vehicles, crossover vehicles, passenger cars, and commercial vehicles. The Metal Forming segment provides range of products, such as engine, transmission, driveline, and safety-critical components for traditional internal combustion engine and electric vehicle architectures, including light vehicles, commercial vehicles, and off-highway vehicles, as well as products for industrial markets. It operates in North America, Asia, Europe, and South America. The company was founded in 1994 and is headquartered in Detroit, Michigan.
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