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DCH
Dauch Corporation
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
Days to cover (short int.)
3.8d↑+0.4%
as of 2026-09-30
News Summary
NeutralDauch delivered a significant Q2 2026 earnings beat (32c adjusted EPS vs. 16c consensus) on $3B revenue, driven by Dowlais acquisition scale and synergies tracking ahead of plan; however, shares have declined ~22% from August highs to $5.44 by late September despite raised FY26 guidance, suggesting investor skepticism about valuation or execution risks.
Red flags
- •Sharp 22% stock pullback from August peak to late September despite earnings beat and raised guidance—signals market concern about integration execution or valuation
- •Stifel downgrade mid-July (PT $7→$6, Hold) preceded earnings; recent upside revision to $7 and CNN $17 PT create wide analyst dispersion on fair value
- •Large Dowlais acquisition introduces integration risk; synergy realization 'ahead of plan' at only $70M run-rate (23% of $300M three-year target) leaves execution uncertainty
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% | -20.4% vs SPY -19.9% abs | 2026-08-14 | ↗ |