American Axle Narrows FY25 Revenue View to $5.75B-$5.95B

Saturday, Aug 9, 2025 1:24 am ET1min read

American Axle narrows FY25 revenue view to $5.75B-$5.95B from $5.65B-$5.95B and targets Adjusted EBITDA in the range of $695M-$745M and Adjusted free cash flow in the range of $175M-$215M. The company assumes North American light vehicle production of approximately 14.6-15.1M units and excludes costs associated with the announced combination with Dowlais.

American Axle & Manufacturing Holdings, Inc. (AAM), a leading global Tier 1 automotive and mobility supplier, has revised its full-year 2025 financial outlook. The company now expects sales to range between $5.75 billion and $5.95 billion, down from the prior guidance of $5.65 billion to $5.95 billion [1]. This updated forecast is based on an assumption of North American light vehicle production of approximately 14.6 million to 15.1 million units [2].

AAM also targets Adjusted EBITDA in the range of $695 million to $745 million for the year, and Adjusted free cash flow between $175 million and $215 million. These targets exclude costs and expenses associated with the announced combination with Dowlais [2].

The company's second-quarter 2025 results showed a revenue of $1.54 billion, a net income of $39.3 million, and an Adjusted EBITDA of $202.2 million. Adjusted earnings per share were $0.21, and Adjusted free cash flow was $48.7 million [3].

AAM's Chairman and Chief Executive Officer, David C. Dauch, expressed excitement about the upcoming combination with Dowlais, which is expected to form a premier global driveline and metal forming auto supplier [3]. The company's production estimates for key programs and the mitigation of incremental tariff costs also contribute to the updated outlook.

Analysts, on average, expect AAM to report revenues of $5.83 billion for the year, aligning closely with the company's updated guidance [1].

References:

[1] https://www.nasdaq.com/articles/american-axle-manufacturing-boosts-fy25-sales-outlook-update
[2] https://seekingalpha.com/news/4482509-american-axle-manufacturing-reports-mixed-q2-results-updates-fy25-outlook
[3] https://www.prnewswire.com/news-releases/aam-reports-second-quarter-2025-financial-results-302524915.html

American Axle Narrows FY25 Revenue View to $5.75B-$5.95B

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