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American Axle and Manufacturing Holdings Inc  (NYSE: AXL)
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American Axle And Manufacturing Holdings Inc's Customers Performance

AXL


 
 
AXL's Source of Revenues In the Q1, American Axle And Manufacturing Holdings Inc's corporate clients experienced a reduction by -7.13 % in their costs of revenue, compared to a year ago, sequentially costs of revenue were trimmed by -19.15 %. During the corresponding time, American Axle And Manufacturing Holdings Inc saw a revenue deteriorated by -12.18 % year on year, sequentially revenue grew by 2.14 %. While revenue at the American Axle And Manufacturing Holdings Inc's corporate clients fell by -7.59 % year on year, sequentially revenue fell by -5.31 %.

List of AXL Customers




Customers of American Axle And Manufacturing Holdings Inc saw their costs of revenue decrease by -7.13 % in Q1 compare to a year ago, sequentially costs of revenue were trimmed by -19.15 %, for the same period American Axle And Manufacturing Holdings Inc revnue deteriorated by -12.18 % year on year, sequentially revenue grew by 2.14 %.

List of AXL Customers

American Axle And Manufacturing Holdings Inc's Business Units
North America    73.22 % of total Revenue
Asia    10 % of total Revenue
Europe    13.83 % of total Revenue
South America    2.98 % of total Revenue
Driveline    67.89 % of total Revenue
Driveline North America    50.64 % of total Revenue
Driveline Asia    9.76 % of total Revenue
Driveline Europe    5.95 % of total Revenue
Driveline South America    1.5 % of total Revenue
Metal Forming    40.81 % of total Revenue
Metal Forming North America    22.57 % of total Revenue
Metal Forming Asia    0.24 % of total Revenue
Metal Forming Europe    7.88 % of total Revenue
Metal Forming South America    1.49 % of total Revenue




   
Customers Net Income fell in Q1 by Customers Net margin fell to %
-28.7 % 6.36 %
Customers Net Income fell in Q1 by -28.7 %


Customers Net margin fell to 6.36 % 6.36 %



American Axle And Manufacturing Holdings Inc's Customers, Q1 2025 Revenue Growth By Industry
Customers in Construction & Mining Machinery Industry -11.4 %   
Customers in Miscellaneous Manufacturing Industry      25.47 %
Customers in Industrial Machinery and Components Industry -14.99 %   
Customers in EV, Auto & Truck Manufacturers Industry -1.44 %   
Customers in Auto & Truck Parts Industry      3.09 %
Customers in Electric & Wiring Equipment Industry      1.28 %
Customers in Consumer Financial Services Industry -97.22 %   
Customers in Communications Services Industry      67.08 %
Customers in Professional Services Industry      21.3 %
Customers in Internet Services & Social Media Industry      20.26 %
Customers in Transport & Logistics Industry -2.08 %   
Customers in Marine Transportation Industry -7.51 %   
Customers in Automotive Aftermarket Industry      2.25 %
     
• Customers Valuation • Customers Mgmt. Effect.


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.






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 489.90 5,928.80 21.60 22,000
Stellantis N v 30,367.21 212,289.28 20,860.00 400,000
Electrameccanica Vehicles Corp 25.46 2.16 -57.58 30
Autonation Inc 7,471.03 26,970.10 911.60 25,300
Autozone Inc 62,816.64 18,672.52 2,606.79 126,000
O Reilly Automotive Inc 5,180.79 16,867.80 2,377.93 90,302
Carmax Inc 10,121.83 26,353.42 500.56 24,883
Ford Motor Co 41,834.73 182,874.00 5,033.00 177,000
General Motors Company 48,747.30 188,448.00 5,863.00 158,000
Paccar Financial Corp 0.00 33,663.80 3,007.20 32,400
Cnh Industrial N v 15,750.21 18,846.00 989.00 35,850
Thor Industries Inc 4,643.90 9,589.09 221.43 13,900
Winnebago Industries Inc 885.71 2,554.80 -77.50 3,580
Arcbest Corporation 1,584.88 4,109.68 179.40 15,000
Covenant Logistics Group Inc 634.48 1,122.07 38.51 2,900
Heartland Express Inc 683.91 996.61 72.97 6,040
Hub Group Inc 1,987.82 3,862.11 104.18 2,900
J b Hunt Transport Services Inc 14,053.39 12,064.60 561.13 34,718
Knight swift Transportation Holdings Inc 6,941.79 7,411.97 149.31 8,400
Marten Transport Ltd 1,127.10 937.19 21.61 4,213
Old Dominion Freight Line Inc 34,195.87 5,729.60 1,148.43 22,902
Pamt Corp 283.88 0.00 0.00 0
Saia Inc 6,986.58 3,241.87 321.18 12,014
Werner Enterprises Inc 1,708.16 2,973.29 17.10 9,287
Yellow Corporation 57.21 4,846.00 -80.00 0
C h Robinson Worldwide Inc 11,405.52 17,359.39 508.09 15,246
Janel Corp 38.60 202.50 1.91 0
Caterpillar Inc 170,348.56 63,259.00 9,937.00 113,200
Terex Corporation 3,077.40 5,063.70 247.50 11,400
The Manitowoc Company Inc 395.07 2,154.30 45.00 8,000
Deere and Co 138,506.56 45,567.00 5,640.00 75,800
Emerson Electric Co 70,980.32 17,551.00 2,343.00 73,000
Dover Corp 24,408.42 7,517.87 3,549.24 25,000
Gencor Industries Inc 210.51 112.16 16.21 339
Columbus Mckinnon Corp 429.31 962.68 -5.14 3,515
Astec Industries Inc 920.21 1,325.40 15.10 1,967
Concrete Leveling Systems Inc 11.10 0.00 -0.07 0
Processa Pharmaceuticals Inc 0.79 0.00 -11.85 12
Genuine Parts Co 16,617.74 23,568.64 849.57 60,000
Wabash National Corporation 446.38 1,811.63 -70.17 6,700
Dorman Products Inc 3,837.39 2,046.62 214.68 1,600
Motorcar Parts Of America Inc 211.63 738.29 -66.92 2,000
Standard Motor Products Inc 672.72 1,545.52 32.23 5,200
Blue Bird Corporation 1,341.75 1,355.13 108.14 1,613
Federal Signal Corporation 6,157.75 1,900.40 211.00 1,200
Oshkosh Corporation 7,239.51 10,498.30 614.20 17,300
Rev Group Inc 2,211.50 2,330.60 96.90 5,700
Shyft Group Inc 414.65 792.43 0.44 2,451
Toyota Motor Corp 2,415,441.80 308,479.10 34,691.56 380,793
Honda Motor Co Ltd 142,734.67 139,745.27 8,089.63 215,638
Mullen Automotive Inc 0.19 6.45 -443.15 145
Regal Rexnord Corp 9,156.39 5,903.50 235.50 17,000
Radiant Logistics Inc 289.08 845.06 13.92 931
Cleartronic Inc 3.44 3.87 -0.39 18
Truecar Inc 130.08 183.15 -45.83 821
Schneider National Inc 4,238.08 5,373.30 124.60 17,300
SUBTOTAL 3,329,966.99 1,452,628.20 111,711.17 2,269,508


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