American Axle and Manufacturing Holdings Inc (AXL) |
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American Axle And Manufacturing Holdings Inc's Customers Performance
AXL
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AXL's Source of Revenues |
American Axle And Manufacturing Holdings Inc's Corporate Customers have recorded an advance in their cost of revenue by 1.56 % in the 4 quarter 2023 year on year, sequentially costs of revenue grew by 135.8 %. During the corresponding time, American Axle And Manufacturing Holdings Inc recorded revenue increase by 5.09 % year on year, sequentially revenue fell by -5.67 %. While revenue at the American Axle And Manufacturing Holdings Inc's corporate clients recorded rose by 1.4 % year on year, sequentially revenue grew by 120.89 %.
• List of AXL Customers
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American Axle And Manufacturing Holdings Inc's Customers have recorded an advance in their cost of revenue by 1.56 % in the 4 quarter 2023 year on year, sequentially costs of revenue grew by 135.8 %, for the same period American Axle And Manufacturing Holdings Inc recorded revenue increase by 5.09 % year on year, sequentially revnue fell by -5.67 %.
• List of AXL Customers
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Customers Net Income fell in Q4 by |
Customers Net margin fell to % |
-3.39 % |
7.82 % |
American Axle And Manufacturing Holdings Inc's Comment on Sales, Marketing and Customers
We are the principal supplier of driveline components to GM for its full-size
RWD light trucks and SUVs manufactured in North America, supplying substantially
all of GMs rear axle and 4WD/AWD axle requirements for these vehicle platforms.
Sales to GM were approximately 66% of our consolidated net sales. A reduction
in our sales to GM or a reduction by GM of its production of RWD light trucks
or SUVs, as a result of market share losses of GM or otherwise, could have a material
adverse effect on our results of operations and financial condition.
We also supply driveline system products for FCAs heavy-duty Ram full-size
pickup trucks and its derivatives, the AWD Jeep Cherokee, the AWD Chrysler 200
and a passenger car driveshaft program. Sales to FCA accounted for approximately
20% of our consolidated net sales. A reduction in our sales to FCA or a reduction
by FCA of its production of the programs we support, as a result of market share
losses of FCA or otherwise, could have a material adverse effect on our results
of operations and financial condition.
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American Axle And Manufacturing Holdings Inc's Comment on Sales, Marketing and Customers
We are the principal supplier of driveline components to GM for its full-size
RWD light trucks and SUVs manufactured in North America, supplying substantially
all of GMs rear axle and 4WD/AWD axle requirements for these vehicle platforms.
Sales to GM were approximately 66% of our consolidated net sales. A reduction
in our sales to GM or a reduction by GM of its production of RWD light trucks
or SUVs, as a result of market share losses of GM or otherwise, could have a material
adverse effect on our results of operations and financial condition.
We also supply driveline system products for FCAs heavy-duty Ram full-size
pickup trucks and its derivatives, the AWD Jeep Cherokee, the AWD Chrysler 200
and a passenger car driveshaft program. Sales to FCA accounted for approximately
20% of our consolidated net sales. A reduction in our sales to FCA or a reduction
by FCA of its production of the programs we support, as a result of market share
losses of FCA or otherwise, could have a material adverse effect on our results
of operations and financial condition.
AXL's vs. Customers, Data
(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)
COMPANY NAME |
MARKET CAP |
REVENUES |
INCOME |
EMPLOYEES |
American Axle and Manufacturing Holdings Inc |
816.83 |
6,079.30 |
-33.60 |
13,050 |
Autonation Inc |
7,435.08 |
26,948.90 |
1,021.10 |
24,000 |
Arcbest Corporation |
3,356.37 |
4,427.44 |
195.43 |
13,238 |
Astec Industries Inc |
963.30 |
1,337.80 |
33.70 |
0 |
Autozone Inc |
56,187.62 |
17,830.56 |
2,621.06 |
112,000 |
Blue Bird Corporation |
1,188.53 |
1,214.89 |
61.26 |
1,762 |
Caterpillar Inc |
188,223.36 |
67,060.00 |
10,332.00 |
107,700 |
C h Robinson Worldwide Inc |
9,101.22 |
17,596.44 |
325.13 |
16,877 |
Concrete Leveling Systems Inc |
7.15 |
0.00 |
-0.06 |
3 |
Cleartronic Inc |
13.61 |
2.23 |
0.06 |
8 |
Columbus Mckinnon Corporation |
1,259.95 |
1,001.21 |
48.71 |
2,747 |
Cnh Industrial N v |
16,906.85 |
24,687.00 |
2,383.00 |
69,207 |
Covenant Logistics Group Inc |
629.39 |
1,103.57 |
55.23 |
0 |
Deere and Co |
115,459.01 |
60,784.00 |
9,946.00 |
82,200 |
Dorman Products Inc |
3,038.85 |
1,929.42 |
129.26 |
1,846 |
Dover Corporation |
24,901.51 |
8,437.63 |
2,326.83 |
25,000 |
Emerson Electric Co |
65,023.69 |
15,837.00 |
11,006.00 |
85,500 |
Ford Motor Co |
53,452.00 |
176,191.00 |
4,329.00 |
183,000 |
Federal Signal Corporation |
5,065.70 |
1,722.70 |
157.40 |
2,200 |
Gencor Industries Inc |
232.16 |
104.75 |
15.52 |
216 |
General Motors Company |
62,089.85 |
171,842.00 |
9,840.00 |
157,000 |
Genuine Parts Co |
21,873.96 |
22,879.05 |
1,212.79 |
52,000 |
Honda Motor Co Ltd |
63,238.34 |
114,450.18 |
4,855.54 |
215,638 |
Heartland Express Inc |
910.46 |
1,207.46 |
72.97 |
4,500 |
Hub Group Inc |
1,299.37 |
4,503.07 |
218.02 |
2,568 |
Horizon Global Corp |
48.71 |
675.32 |
-91.22 |
2,700 |
Janel Corp |
48.26 |
168.77 |
0.64 |
101 |
J b Hunt Transport Services Inc |
20,819.40 |
12,829.67 |
728.29 |
33,045 |
Carmax Inc |
13,832.98 |
26,631.93 |
497.95 |
32,647 |
Knight swift Transportation Holdings Inc |
8,544.98 |
7,141.77 |
215.52 |
5,485 |
Motorcar Parts Of America Inc |
157.86 |
721.49 |
-49.12 |
2,663 |
Marten Transport Ltd |
1,508.11 |
1,131.46 |
70.37 |
3,240 |
The Manitowoc Company Inc |
506.04 |
2,252.70 |
-97.00 |
12,300 |
Mullen Automotive inc |
17.27 |
2.68 |
-696.56 |
0 |
Old Dominion Freight Line Inc |
47,593.70 |
5,862.26 |
1,240.62 |
23,663 |
O Reilly Automotive Inc |
68,859.07 |
15,811.80 |
2,346.58 |
83,636 |
Oshkosh Corporation |
7,926.10 |
9,393.90 |
522.30 |
13,300 |
Paccar Inc |
65,079.42 |
32,358.10 |
3,653.10 |
28,500 |
Processa Pharmaceuticals Inc |
58.45 |
0.00 |
-25.67 |
0 |
Pam Transportation Services Inc |
355.89 |
810.81 |
18.42 |
2,911 |
Rev Group Inc |
1,160.15 |
2,637.10 |
45.30 |
7,600 |
Radiant Logistics Inc |
258.63 |
965.31 |
15.58 |
758 |
Regal Rexnord Corporation |
11,840.23 |
6,250.30 |
-54.30 |
0 |
Saia Inc |
15,732.13 |
2,786.03 |
336.49 |
8,900 |
Shyft Group Inc |
408.56 |
871.36 |
6.46 |
1,800 |
Standard Motor Products Inc |
725.31 |
1,357.83 |
34.35 |
3,400 |
Schneider National Inc |
3,904.99 |
5,498.90 |
238.50 |
19,600 |
Electrameccanica Vehicles Corp |
25.46 |
2.16 |
-57.58 |
0 |
Stellantis N v |
88,597.10 |
212,289.28 |
20,860.00 |
400,000 |
Terex Corp |
4,400.95 |
5,151.50 |
518.00 |
20,400 |
Thor Industries Inc |
5,975.07 |
10,324.97 |
271.37 |
10,450 |
Toyota Motor Corp |
3,495,179.48 |
214,672.29 |
19,665.70 |
348,877 |
Truecar inc |
296.79 |
158.71 |
-49.77 |
686 |
Usa Truck inc. |
284.98 |
785.04 |
33.29 |
2,800 |
Werner Enterprises Inc |
2,432.18 |
3,283.50 |
112.29 |
188 |
Winnebago Industries Inc |
2,455.37 |
3,300.70 |
181.50 |
2,900 |
Wabash National Corporation |
1,365.88 |
2,536.19 |
231.86 |
5,100 |
Yellow Corporation |
57.21 |
4,846.00 |
-80.00 |
0 |
SUBTOTAL |
4,572,314.02 |
1,336,608.11 |
111,829.18 |
2,236,860 |
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