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Upturn AI SWOT - About
AXL 
American Axle & Manufacturing (AXL)
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Upturn Advisory Summary
08/28/2025: 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 $6.16
1 Year Target Price $6.16
| 0 | Strong Buy |
| 1 | Buy |
| 6 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -20.4% | Avg. Invested days 30 | 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 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 708.42M USD | Price to earnings Ratio 17.06 | 1Y Target Price 6.16 |
Price to earnings Ratio 17.06 | 1Y Target Price 6.16 | ||
Volume (30-day avg) 8 | Beta 1.6 | 52 Weeks Range 3.00 - 7.03 | Updated Date 08/28/2025 |
52 Weeks Range 3.00 - 7.03 | Updated Date 08/28/2025 | ||
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 2025-08-08 | When - | Estimate 0.15 | Actual 0.21 |
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 17.06 | Forward PE 13.53 | Enterprise Value 2852424993 | Price to Sales(TTM) 0.12 |
Enterprise Value 2852424993 | Price to Sales(TTM) 0.12 | ||
Enterprise Value to Revenue 0.49 | Enterprise Value to EBITDA 4 | Shares Outstanding 118664000 | Shares Floating 108868427 |
Shares Outstanding 118664000 | Shares Floating 108868427 | ||
Percent Insiders 4.64 | Percent Institutions 125.4 |
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 division. It has grown through acquisitions and organic growth to become a global supplier of driveline and metal forming technologies.
Core Business Areas
- Driveline: Design, engineering, validation and manufacturing of driveline systems, subsystems and components for light vehicles, commercial vehicles and industrial markets.
- Metal Forming: Manufactures a wide range of forged products, including gears, axle shafts, connecting rods, and other components.
- Electric Driveline Systems: AAM provides electric drive units and components for hybrid and fully electric vehicles.
Leadership and Structure
AAM is led by Chairman and CEO David C. Dauch. The organizational structure includes various functional departments such as engineering, manufacturing, finance, sales, and marketing.
Top Products and Market Share
Key Offerings
- Axles: AAM produces a variety of axles for light and commercial vehicles. Competitors: Dana Incorporated, Meritor (now Cummins).
- Driveshafts: AAM supplies driveshafts for various vehicle applications. Competitors: Dana Incorporated, GKN Automotive.
- Electric Drive Units: AAM produces electric drive units for EV applications. Competitors: BorgWarner, Magna International.
- Forged Products: AAM manufactures forged products like gears, con rods and axle shafts. Competitors: Bharat Forge, Linamar Corporation.
Market Dynamics
Industry Overview
The automotive driveline market is evolving rapidly due to the shift towards electric vehicles. Demand for traditional driveline components is decreasing, while demand for electric driveline systems is increasing.
Positioning
AAM is transitioning from a traditional driveline supplier to a provider of electrified propulsion systems. Their competitive advantage lies in their engineering capabilities and manufacturing expertise.
Total Addressable Market (TAM)
The global automotive driveline market is estimated to be hundreds of billions of dollars, with a growing portion allocated to electric drivelines. AAM is positioned to capture a share of this market through its investments in electrification.
Upturn SWOT Analysis
Strengths
- Strong engineering capabilities
- Global manufacturing footprint
- Long-standing relationships with major OEMs
- Expertise in metal forming
- Growing capabilities in electric driveline systems
Weaknesses
- Dependence on the automotive industry
- Exposure to cyclical demand
- High debt levels
- Slow transition to electric vehicles
- Reliance on a few key customers
Opportunities
- Growing demand for electric vehicles
- Expansion into new markets
- Development of new technologies
- Strategic partnerships
- Acquisition opportunities
Threats
- Increased competition
- Technological disruption
- Economic downturns
- Raw material price increases
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- Dana Incorporated (DAN)
- BorgWarner (BWA)
- Linamar Corporation (LNR)
Competitive Landscape
AAM faces intense competition from established players in the driveline market. Its competitive advantage lies in its engineering capabilities, metal forming expertise, and growing capabilities in electric driveline systems.
Major Acquisitions
MPG Drive Systems
- Year: 2019
- Acquisition Price (USD millions): 156
- Strategic Rationale: Strengthen AAM's electric propulsion capabilities.
Growth Trajectory and Initiatives
Historical Growth: AAM's growth has been tied to the automotive industry. Historically, growth came from providing traditional driveline systems. In recent years, AAM has been focused on new product development in electric driveline technology, acquisitions and facility divestitures.
Future Projections: Analysts predict that AAM's revenue will grow as the demand for electric vehicles increases. However, there remains uncertainty regarding the pace of this transition and the impact on the company's traditional driveline business.
Recent Initiatives: Recent initiatives include investments in electric driveline technology, acquisitions of companies with expertise in electrification, and cost-cutting measures.
Summary
American Axle & Manufacturing is a major automotive supplier navigating the shift towards electric vehicles. Its traditional driveline business faces challenges but its investments in electrification offer growth potential. High debt levels and dependence on the automotive industry remain key risks. Successfully transitioning to electric drivelines is crucial for its long-term success, and they should watch their high debt levels as their customers transition to electric drive trains.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Analyst reports
- Industry publications
- Company Website
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance are subject to change. The market share and competitive landscape are based on available data and estimates.
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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