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Dauch (DCH) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 6, 2026 · Dauch (DCH) Q3 2026 earnings results →
Q3 2026 Revenue up 93% year over year to $2.9B · 2¢ of every $1 of revenue lost · operating margin 2.5%
Dauch made $2.9B in Q3 2026 (+93% Y/Y): Driveline $2.2B, Metal Forming $745M. Operating margin 2.5%, net loss $44.6M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 6, 2026.
Drawing the Sankey…
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What changed this quarter
Revenue was $2.9B in Q3 2026, up 93% year over year and down 2% from the previous quarter. Driveline was the largest line at 74% of revenue. Driveline added $1.1B year over year (up 102%), 78% of the total change.
Gross margin was 9.7%, down 2.9 points from Q3 2025. Operating profit was $0.07B, a 2.5% margin (down 0.7 points year over year). Of the extra revenue versus Q3 2025, 2% reached operating profit, below the 3% margin then. Operating expenses grew 50% against revenue growth of 93%. The fastest-growing cost line was Other operating costs (+67%). The quarter ended with a net loss of $0.04B, after a profit of $1.5M the previous quarter. Net interest and other expense of $0.10B was the main reason.
Operating cash flow was $0.15B (up 5% year over year). Non-cash charges added back $0.21B of depreciation and amortization and $0.01B of share-based compensation. Working capital and other items used $0.03B. After capital expenditures net of proceeds from the sale of property, plant and equipment ($0.09B), free cash flow as the company reports it was $0.06B.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 6, 2026 | $2.9B | +93% | 2.5% | −$44.6M | $150M |
| Q2 2026 | 10-Q | Aug 7, 2026 | $3.0B | +92% | 3.4% | $1.5M | $108M |
| Q1 2026 | 10-Q | May 8, 2026 | $2.4B | +69% | -1.4% | −$100M | −$64.4M |
| Q4 2025 | 10-K | Feb 13, 2026 | $1.4B | +0.2% | -2.4% | −$75.3M | $120M |
| Q3 2025 | 10-Q | Nov 7, 2025 | $1.5B | 0% | 3.2% | $9.2M | $143M |
| Q2 2025 | 10-Q | Aug 8, 2025 | $1.5B | -6% | 3.6% | $39.3M | $91.9M |
| Q1 2025 | 10-Q | May 2, 2025 | $1.4B | -12% | 3.0% | $7.1M | $55.9M |
Charts
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💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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Customers and suppliers named in filings
Sells to
- GM — 44% of its revenue · Stated in 10-K (XBRL) · source
- F — 15% of its revenue · Stated in 10-K (sentence) · source
- STLA — 13% of its revenue · Stated in 10-K (sentence) · source
Buys from
About Dauch
Effective January 26, 2026, American Axle & Manufacturing Holdings, Inc. changed its name to Dauch Corporation. As used in this report, except as otherwise indicated in information incorporated by reference, references to “our Company,” "we," "our," "us" or “Dauch” mean Dauch Corporation and its subsidiaries and predecessors, collectively. The Company, a Delaware corporation, is a successor to American Axle & Manufacturing of Michigan, Inc., a Michigan corporation, pursuant to a migratory merger between these entities in 1999. In 2017, we acquired Metaldyne Performance Group, Inc. (MPG), with MPG becoming a wholly-owned subsidiary of the Company.
In its own words, from its 10-K, filed Feb 13, 2026.
Dauch against its Motor Vehicle Parts & Accessories peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +93% against the peers' median +2%. Operating margin: 2.5% against the peers' median 7.6%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| DCH Dauch | Q3 2026 | $2.9B | +93% | 2.5% |
| LEA Lear | Q3 2026 | $5.8B | +2% | 3.4% |
| ADNT Adient | Q4 FY26 | $3.7B | +1% | -0.1% |
| BWA Borgwarner | Q3 2026 | $3.5B | -3% | 8.7% |
| APTV Aptiv | Q3 2026 | $3.2B | +2% | 8.8% |
| ALV Autoliv | Q3 2026 | $2.7B | -0.5% | 9.4% |
| VGNT Versigent | Q3 2026 | $2.5B | +7% | 7.6% |
| DAN Dana | Q3 2026 | $2.0B | +6% | 4.5% |
| ALSN Allison Transmission Holdings | Q3 2026 | $1.5B | +121% | 19.8% |
Source: Dauch 10-Q on SEC EDGAR · CIK 1062231 · Motor Vehicle Parts & Accessories
Guidance and outlook
13F: who owns DCH and who is buying
More on DCH
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results