|
|
American Axle and Manufacturing Holdings Inc (AXL) |
|
|
|
| |
American Axle And Manufacturing Holdings Inc's Customers Performance
AXL
| |
|
AXL's Source of Revenues |
American Axle And Manufacturing Holdings Inc's Customers have recorded an increase in their cost of revenue by 15.14 % in the 2 quarter 2022 year on year, sequentially costs of revenue grew by 6.11 %, for the same period American Axle And Manufacturing Holdings Inc recorded revenue increase by 12.08 % year on year, sequentially revenue grew by 0.15 %.
• List of AXL Customers
|
|
|
American Axle And Manufacturing Holdings Inc's Customers have recorded an increase in their cost of revenue by 15.14 % in the 2 quarter 2022 year on year, sequentially costs of revenue grew by 6.11 %, for the same period American Axle And Manufacturing Holdings Inc recorded revenue increase by 12.08 % year on year, sequentially revenue grew by 0.15 %.
• List of AXL Customers
|
Select the Relationship:
|
|
Select the Category:
|
|
|
Customers Net Income grew in Q2 by |
Customers Net margin fell to % |
|
5.04 % |
6.8 % |
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 GM's 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 FCA's 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 GM's 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 FCA's 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 |
823.19 |
5,322.70 |
-24.80 |
13,050 |
| Autonation Inc. |
5,918.65 |
26,583.80 |
1,487.20 |
24,000 |
| Autozone Inc |
43,725.36 |
15,817.36 |
2,405.33 |
100,000 |
| O Reilly Automotive Inc |
46,200.25 |
13,737.81 |
2,136.27 |
82,167 |
| Carmax Inc. |
10,577.59 |
33,670.88 |
807.44 |
27,050 |
| Ford Motor Co |
45,382.40 |
137,101.00 |
-106.00 |
186,000 |
| General Motors Company |
47,011.85 |
132,101.00 |
8,601.00 |
155,000 |
| Paccar Inc |
29,191.07 |
26,372.10 |
2,317.40 |
27,000 |
| Cnh Industrial N v |
15,154.26 |
33,428.00 |
1,760.00 |
69,207 |
| Thor Industries Inc. |
3,867.10 |
16,312.53 |
1,138.24 |
10,450 |
| Winnebago Industries Inc. |
1,748.21 |
4,814.70 |
392.11 |
2,900 |
| Arcbest Corporation |
1,861.60 |
4,929.88 |
301.21 |
13,238 |
| Celadon Group Inc |
87.61 |
680.94 |
23.31 |
6,415 |
| Covenant Logistics Group Inc. |
452.34 |
1,177.75 |
80.87 |
0 |
| Heartland Express Inc |
1,129.90 |
639.85 |
72.97 |
4,500 |
| Hub Group Inc. |
2,340.84 |
5,031.09 |
318.00 |
2,568 |
| Hunt J B Transport Services Inc |
16,484.63 |
13,967.90 |
940.71 |
29,056 |
| Dthera Sciences |
0.00 |
0.00 |
-2.68 |
0 |
| Knight swift Transportation Holdings Inc. |
7,983.71 |
7,247.42 |
888.50 |
5,485 |
| Marten Transport Ltd |
1,555.45 |
1,135.00 |
105.20 |
3,240 |
| Old Dominion Freight Line Inc. |
28,311.31 |
5,975.13 |
1,241.27 |
20,105 |
| Pam Transportation Services Inc |
694.90 |
853.62 |
97.37 |
2,911 |
| Saia Inc. |
5,066.35 |
2,640.07 |
342.14 |
8,900 |
| Swift Transportation Co |
4,230.99 |
4,118.20 |
155.42 |
21,274 |
| Usa Truck inc. |
284.98 |
785.04 |
33.29 |
2,800 |
| Werner Enterprises Inc. |
2,433.70 |
3,068.99 |
271.60 |
188 |
| Yellow Corporation |
264.32 |
5,294.40 |
-3.90 |
0 |
| C.h. Robinson Worldwide Inc. |
12,552.85 |
26,379.97 |
1,095.68 |
15,337 |
| Janel Corp |
60.30 |
298.12 |
8.54 |
101 |
| Con-way Inc. |
0.00 |
5,473.36 |
99.15 |
30,100 |
| Caterpillar Inc |
87,635.13 |
54,031.00 |
6,758.00 |
102,300 |
| Terex Corporation |
2,108.57 |
4,025.10 |
232.70 |
20,400 |
| The Manitowoc Company Inc. |
275.52 |
1,858.50 |
14.40 |
12,300 |
| Deere and Co |
102,070.17 |
48,368.00 |
6,170.00 |
69,600 |
| Emerson Electric Co. |
43,653.76 |
19,216.00 |
3,196.00 |
83,500 |
| Dover Corp |
16,865.51 |
8,218.12 |
2,541.60 |
23,000 |
| Gencor Industries Inc. |
130.65 |
100.45 |
-1.22 |
216 |
| Columbus Mckinnon Corporation |
750.77 |
913.38 |
45.31 |
2,747 |
| Astec Industries Inc. |
712.71 |
1,154.40 |
18.50 |
3,952 |
| Concrete Leveling Systems Inc. |
0.00 |
0.00 |
-0.05 |
3 |
| Processa Pharmaceuticals Inc. |
36.03 |
0.00 |
-14.65 |
0 |
| Genuine Parts Co |
21,248.83 |
20,519.11 |
1,102.95 |
55,000 |
| Supreme Industries Inc |
365.37 |
282.27 |
6.43 |
1,300 |
| Wabash National Corporation |
770.76 |
2,151.37 |
20.51 |
5,100 |
| Dorman Products Inc. |
2,589.65 |
1,565.60 |
140.30 |
1,846 |
| Horizon Global Corp |
34.13 |
722.89 |
-68.31 |
2,700 |
| Motorcar Parts America Inc |
291.06 |
665.26 |
6.33 |
2,663 |
| Standard Motor Products Inc. |
723.31 |
1,362.43 |
81.44 |
3,400 |
| Tower International, Inc. |
650.96 |
1,176.52 |
9.97 |
8,300 |
| Workhorse Group Inc. |
0.00 |
0.00 |
0.00 |
13 |
| Blue Bird Corporation |
267.12 |
735.17 |
-25.05 |
1,762 |
| Federal Signal Corporation |
2,272.79 |
1,296.60 |
102.70 |
2,200 |
| Navistar International Corporation |
4,458.90 |
7,714.00 |
-173.00 |
14,400 |
| Emav Holdings, Inc. |
0.00 |
0.00 |
0.00 |
1 |
| Oshkosh Corporation |
4,611.71 |
8,283.50 |
328.40 |
13,300 |
| Rev Group Inc. |
654.91 |
2,298.00 |
6.60 |
7,600 |
| Saleen Automotive Inc |
0.00 |
38.19 |
6.32 |
22 |
| Shyft Group Inc. |
720.01 |
989.00 |
43.02 |
0 |
| Toyota Motor Corp |
1,809,388.65 |
232,273.90 |
21,278.15 |
348,877 |
| Zap |
14.14 |
10.78 |
-34.02 |
400 |
| Fenix Parts, Inc. |
7.95 |
133.38 |
-41.32 |
651 |
| Trhf Co Limited, Inc. |
0.00 |
0.00 |
0.00 |
5 |
| Honda Motor Co. Ltd. |
0.00 |
108,264.49 |
5,659.22 |
0 |
| Nidec Corp |
0.00 |
10,752.78 |
847.44 |
96,602 |
| Regal Rexnord Corp |
9,418.16 |
4,757.20 |
338.20 |
0 |
| Echo Global Logistics inc |
1,304.20 |
3,475.17 |
58.48 |
2,350 |
| Radiant Logistics Inc |
288.10 |
1,337.69 |
40.57 |
758 |
| Roadrunner Transportation Systems Inc |
94.93 |
1,847.86 |
-340.94 |
4,645 |
| Cleartronic Inc |
16.49 |
1.84 |
0.42 |
8 |
| Autoweb, Inc. |
98.67 |
138.59 |
-66.32 |
228 |
| Truecar Inc. |
137.43 |
9,987.80 |
1,445.05 |
686 |
| Schneider National Inc. |
3,623.55 |
6,386.70 |
466.00 |
19,600 |
| SUBTOTAL |
2,452,863.12 |
1,096,688.96 |
77,207.77 |
1,762,427 |
|
16.3 % 