DCH
Dauch Corporation
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
PositiveDauch Corporation reported a strong Q2 2026 beat with $3B in sales and $0.32 adjusted EPS, driving a 19% stock jump and prompting management to raise full-year 2026 guidance across sales ($10.6–$10.8B), adjusted EBITDA ($1.36–$1.425B), and free cash flow ($260–$325M). The Dowlais/GKN acquisition integration is delivering visible progress with a $70M synergy run rate toward a $300M three-year target, supported by a 75% analyst buy consensus and price targets ~60% above recent trading levels.
Red flags
- •GAAP diluted EPS of $0.00 and minimal net income ($1.0M) on $3B sales despite adjusted EPS of $0.32 raises sustainability questions
- •Analyst consensus EPS forecast downward revised to -$0.168 loss for FY2026 (vs. prior +$0.035 profit forecast) despite raised revenue guidance
- •Mid-level leadership departure (President of Axle Systems, April 2026) during critical integration phase
Fund 13D/13G Filings (1)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).
| Fund | Form | ∆ Shares | % of Class | Since Filing | Filed | Src |
|---|---|---|---|---|---|---|
| Greenlight Capital | SC 13G | NEW | 5.2% | -3.7% vs SPY -5.5% abs | 2026-08-14 | ↗ |