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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
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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
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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
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| North America |
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 73.22 % |
of total Revenue |
| Asia |
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10 % |
of total Revenue |
| Europe |
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13.83 % |
of total Revenue |
| South America |
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2.98 % |
of total Revenue |
| Driveline |
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67.89 % |
of total Revenue |
| Driveline North America |
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50.64 % |
of total Revenue |
| Driveline Asia |
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9.76 % |
of total Revenue |
| Driveline Europe |
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5.95 % |
of total Revenue |
| Driveline South America |
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1.5 % |
of total Revenue |
| Metal Forming |
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40.81 % |
of total Revenue |
| Metal Forming North America |
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22.57 % |
of total Revenue |
| Metal Forming Asia |
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0.24 % |
of total Revenue |
| Metal Forming Europe |
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7.88 % |
of total Revenue |
| Metal Forming South America |
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1.49 % |
of total Revenue |
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Select the Relationship:
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Select the Category:
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Customers Net Income fell in Q1 by |
Customers Net margin fell to % |
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-28.7 % |
6.36 % |
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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 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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25.47 %