Dauch Corporation (DCH) Presents at J.P. Morgan Automotive Conference Transcript

SA Transcripts 161.78K Followers Follow Dauch Corporation ( DCH ) J.P. Morgan Automotive Conference August 12, 2026 10:50 AM EDT Company Participants David Dauch - Chairman & CEO Chris May - Executive VP & CFO Conference Call Participants Rajat Gupta - JPMorgan Chase & Co, Research Division Presentation Rajat Gupta JPMorgan Chase & Co, Research Division Great. Thanks, everyone, for listening. My name is Rajat Gupta, member of the automotive equity research team at JPMorgan. Very pleased to have with us the team from Dauch Corporation, David Dauch, Chairman and CEO; and Chris May, Executive Vice President and CFO. Question-and-Answer Session Rajat Gupta JPMorgan Chase & Co, Research Division So maybe like just to quickly start, 6 months from the close, Dauch is a different company from American Axle. Most investors have followed for years, roughly twice the size, far less North America, far less General Motors weighted. For someone who's still like catching up on the story, could you give us a sense of what Dauch is today, what you most want them to understand about the earnings power of the combined business today and a few years out? David Dauch Chairman & CEO First of all, good morning, everyone. It's an honor and a pleasure for us to be here today and talk about the transformation taking place within the Dauch Corporation. We're certainly excited about the combination of the previous legacy AAM and the legacy Dowlais coming together to form the Dauch Corporation. The big thing for those that don't know -- didn't know the history is the legacy AAM or Dauch Corporation was approximately $6 billion in sales. With the acquisition of Dowlais, this year, we've guided the Street close to $11 billion, but for the full year, we'll be in that $11 billion to $12 billion range. So we've essentially doubled the size of the company.