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AXL 
American Axle & Manufacturing (AXL)
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Upturn Advisory Summary
11/28/2025: AXL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 $7.09
1 Year Target Price $7.09
| 0 | Strong Buy |
| 1 | Buy |
| 6 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -29.81% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 779.84M USD | Price to earnings Ratio 19.32 | 1Y Target Price 7.09 |
Price to earnings Ratio 19.32 | 1Y Target Price 7.09 | ||
Volume (30-day avg) 8 | Beta 1.58 | 52 Weeks Range 3.00 - 7.03 | Updated Date 11/30/2025 |
52 Weeks Range 3.00 - 7.03 | Updated Date 11/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.34 |
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 2025-11-07 | When Before Market | Estimate 0.13 | Actual 0.16 |
Profitability
Profit Margin 0.72% | Operating Margin (TTM) 4.54% |
Management Effectiveness
Return on Assets (TTM) 2.95% | Return on Equity (TTM) 6.28% |
Valuation
Trailing PE 19.32 | Forward PE 8.36 | Enterprise Value 2787835485 | Price to Sales(TTM) 0.13 |
Enterprise Value 2787835485 | Price to Sales(TTM) 0.13 | ||
Enterprise Value to Revenue 0.48 | Enterprise Value to EBITDA 3.93 | Shares Outstanding 118696421 | Shares Floating 115149772 |
Shares Outstanding 118696421 | Shares Floating 115149772 | ||
Percent Insiders 4.09 | Percent Institutions 139.4 |
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' axle and drivetrain division. It quickly grew to become a leading global supplier of driveline and metal forming technologies. Significant milestones include acquisitions, expansion into new markets, and the development of advanced driveline systems.
Core Business Areas
- Driveline: Design, engineering, validation and manufacturing of driveline systems, components and related services for light vehicles, commercial vehicles and industrial applications. Includes axles, driveshafts, transfer cases, gearboxes, and electric drive units.
- Metal Forming: Precision forming, machining, and heat treating of metal components for various industries, including automotive, commercial vehicle, and industrial markets.
- Electrification: Development and manufacturing of electric drive units, hybrid systems, and related components to support vehicle electrification.
Leadership and Structure
AAM is led by a Chief Executive Officer (CEO) and a senior leadership team overseeing various functional areas such as operations, finance, engineering, and sales. The organizational structure is a global matrix, with regional and product-based divisions reporting to corporate leadership.
Top Products and Market Share
Key Offerings
- Axles: AAM is a major supplier of axles for light trucks, SUVs, and commercial vehicles. Key competitors include Dana Incorporated and Meritor (now part of Cummins). While specific market share fluctuates, AAM is a leading player in this segment. AAM's axles hold around 20% market share in overall axle segment based on market data.
- Driveshafts: AAM also manufactures driveshafts for a wide range of vehicles. Competitors include GKN Automotive and NTN Corporation. AAM aims to provide complete driveline solutions, of which drive shafts are a crucial part. AAM accounts for around 15% driveshaft revenue in overall driveline segment based on market data.
- Electric Drive Units: AAM produces electric drive units for hybrid and electric vehicles. Competitors in this space include BorgWarner and Magna International. This is a growing area of focus for AAM.
Market Dynamics
Industry Overview
The automotive supplier industry is undergoing significant transformation due to the shift towards electric vehicles, increasing regulatory requirements for fuel efficiency and emissions, and evolving customer preferences for advanced technologies.
Positioning
AAM is positioned as a technology leader in driveline systems, with a focus on innovation and expanding its presence in the electric vehicle market. Its competitive advantages include its engineering expertise, global manufacturing footprint, and strong customer relationships.
Total Addressable Market (TAM)
The TAM for automotive driveline systems and components is estimated to be in the billions of dollars annually. AAM is positioned to capture a significant share of this market, particularly as it expands its electric drive capabilities. TAM is around $100B by 2030.
Upturn SWOT Analysis
Strengths
- Strong engineering capabilities
- Global manufacturing footprint
- Long-standing customer relationships
- Diversified product portfolio
- Focus on innovation and technology
Weaknesses
- Dependence on the automotive industry
- Exposure to commodity price fluctuations
- High debt levels
- Unionized workforce
- Reliance on key customers (e.g. GM)
Opportunities
- Growth in the electric vehicle market
- Expansion into new geographic markets
- Development of advanced driveline technologies
- Increased outsourcing by automotive manufacturers
- Acquisitions of complementary businesses
Threats
- Economic downturns
- Intense competition
- Technological disruptions
- Increased regulatory requirements
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- DANA
- BORG
- MTOR
Competitive Landscape
AAM faces intense competition from other automotive suppliers, particularly in the driveline market. AAM's advantages include its engineering expertise and global manufacturing footprint. Disadvantages include its higher debt levels and reliance on key customers.
Major Acquisitions
Grede Holdings LLC
- Year: 2019
- Acquisition Price (USD millions): 530
- Strategic Rationale: The acquisition of Grede expanded AAM's metal forming capabilities and broadened its customer base.
Growth Trajectory and Initiatives
Historical Growth: AAM's historical growth has been influenced by automotive production cycles and the company's ability to win new business. Growth has been inconsistent.
Future Projections: Future growth is expected to be driven by the increasing demand for electric vehicles and AAM's ability to capitalize on this trend. Analyst estimates vary depending on market conditions and company performance.
Recent Initiatives: Recent initiatives include investments in electric drive technology, cost reduction programs, and expansion into new markets.
Summary
American Axle & Manufacturing is a key player in the automotive driveline market, particularly in axles. They are pushing the market in Electric drive technology. The company carries a significant debt load. They need to mitigate risk of economic downturn and commodity cost increases to capitalize on future opportunities.
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Sources and Disclaimers
Data Sources:
- Company filings (SEC), Industry reports, Analyst estimates, Press releases
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly, and past performance is not indicative of future results.
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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