American Axle & Manufacturing Holdings, Inc. (AXL)

In August 2025, AAM reported its second-quarter 2025 financial results, showing year-over-year net income and adjusted EBITDA margin growth. In September 2025, an analysis suggested that AXL faced challenges from its reliance on combustion engines and high debt. In November 2025, AAM narrowed its full-year 2025 financial targets and released its Q3 2025 earnings report, beating profit expectations. Entering January 2026, AXL's stock experienced a surge, attributed to strong performance in its driveline unit and business wins. Analysts have given AXL a consensus "Hold" rating with an average 12-month price target of $7.08.

The demand for truck axle shafts is expanding steadily, driven by factors such as freight utilization, infrastructure projects, and aftermarket replacement cycles. AAM anticipates that large SUV and pickup truck markets will remain healthy. Bidding activity in the automotive industry has also shown a leaning towards internal combustion engines (ICE) rather than electric vehicles (EVs).

American Axle & Manufacturing Holdings, Inc. (AAM) designs, engineers, and manufactures driveline and metal forming technologies for electric, hybrid, and internal combustion vehicles. The company operates within the Consumer Discretionary sector, specifically in the Auto Parts industry. AAM's major products are categorized into two segments: Driveline and Metal Forming. The Driveline segment offers a variety of products for vehicles including light trucks, SUVs, crossover vehicles, passenger cars, and commercial vehicles. The Metal Forming segment provides components for traditional internal combustion engine and electric vehicle architectures, serving light vehicles, commercial vehicles, off-highway vehicles, and industrial markets.

AAM has a significant global presence, with nearly 75 facilities located in 15 countries across North America, Asia, Europe, and South America. The company's world headquarters are situated in Detroit, Michigan, USA. This extensive footprint allows AAM to provide engineering and manufacturing services to its customers around the clock.

An AI Brand Visibility report from January 2026 indicated an "extremely low level of exposure in AI results" for American Axle & Manufacturing. AAM recognized its top suppliers with awards during its annual Supplier Day event in June 2025.

Major institutional owners include BlackRock, Inc., Vanguard Group Inc, IJR - iShares Core S&P Small-Cap ETF, Dimensional Fund Advisors Lp, Fmr Llc, Goldman Sachs Group Inc, Barrow Hanley Mewhinney & Strauss Llc, American Century Companies Inc, Highland Peak Capital, LLC, and State Street Corp. Richard E. Dauch is the largest individual shareholder, owning 18.28 million shares, representing 15.40% of the company.