American Axle & Manufacturing Holdings Management

Management criteria checks 3/4

American Axle & Manufacturing Holdings' CEO is David Dauch, appointed in Sep 2012, has a tenure of 12.17 years. total yearly compensation is $12.20M, comprised of 10.2% salary and 89.8% bonuses, including company stock and options. directly owns 1.63% of the company’s shares, worth €11.45M. The average tenure of the management team and the board of directors is 9.3 years and 11.8 years respectively.

Key information

David Dauch

Chief executive officer

US$12.2m

Total compensation

CEO salary percentage	10.2%
CEO tenure	12.2yrs
CEO ownership	1.6%
Management average tenure	9.3yrs
Board average tenure	11.8yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has David Dauch's remuneration changed compared to American Axle & Manufacturing Holdings's earnings?
Date	Total Compensation	Salary	Company Earnings
Sep 30 2024	n/a	n/a	US$28m
Jun 30 2024	n/a	n/a	US$1m
Mar 31 2024	n/a	n/a	-US$9m
Dec 31 2023	US$12m	US$1m	-US$34m
Sep 30 2023	n/a	n/a	-US$1m
Jun 30 2023	n/a	n/a	US$42m
Mar 31 2023	n/a	n/a	US$56m
Dec 31 2022	US$13m	US$1m	US$62m
Sep 30 2022	n/a	n/a	US$4m
Jun 30 2022	n/a	n/a	-US$24m
Mar 31 2022	n/a	n/a	-US$30m
Dec 31 2021	US$11m	US$1m	US$6m
Sep 30 2021	n/a	n/a	US$86m
Jun 30 2021	n/a	n/a	US$201m
Mar 31 2021	n/a	n/a	-US$23m
Dec 31 2020	US$9m	US$992k	-US$561m
Sep 30 2020	n/a	n/a	-US$1b
Jun 30 2020	n/a	n/a	-US$1b
Mar 31 2020	n/a	n/a	-US$1b
Dec 31 2019	US$8m	US$1m	-US$484m
Sep 30 2019	n/a	n/a	-US$383m
Jun 30 2019	n/a	n/a	-US$197m
Mar 31 2019	n/a	n/a	-US$104m
Dec 31 2018	US$9m	US$1m	-US$57m
Sep 30 2018	n/a	n/a	US$399m
Jun 30 2018	n/a	n/a	US$422m
Mar 31 2018	n/a	n/a	US$340m
Dec 31 2017	US$13m	US$1m	US$330m

Compensation vs Market: David's total compensation ($USD12.20M) is above average for companies of similar size in the German market ($USD1.42M).

Compensation vs Earnings: David's compensation has been consistent with company performance over the past year.

CEO

David Dauch (59 yo)

12.2yrs

Tenure

US$12,198,672

Compensation

Mr. David Charles Dauch is Independent Director of REV Group, Inc. from October 11, 2024. Mr. Dauch has been Chairman and Chief Executive Officer at Metaldyne Performance Group Inc. since April 6, 2017. Mr...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
David Dauch	Chairman & CEO	12.2yrs	US$12.20m	1.63% € 11.5m
Michael Lynch	President & COO	1.9yrs	US$3.34m	0.14% € 977.1k
Christopher May	Executive VP & CFO	9.3yrs	US$3.78m	0.29% € 2.0m
Terri Kemp	Senior Vice President of Human Resources & Sustainability	12.2yrs	US$2.40m	0.11% € 759.7k
Tolga Oal	President of Driveline	2yrs	US$2.18m	no data
James Zaliwski	Chief Accounting Officer	5.5yrs	no data	no data
Donald Wright	Chief Information Officer & VP	11.8yrs	no data	no data
David Lim	Head of Investor Relations	no data	no data	no data
David Barnes	Chief Compliance Officer & Corporate Secretary	12.8yrs	no data	0.074% € 522.3k
Matthew Paroly	VP & General Counsel	no data	no data	no data
Christopher Son	Vice President of Marketing & Communications	no data	no data	no data
Shannon Curry	Treasurer	9.3yrs	no data	no data

9.3yrs

Average Tenure

58.5yo

Average Age

Experienced Management: AYA's management team is seasoned and experienced (9.3 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
David Dauch	Chairman & CEO	15.6yrs	US$12.20m	1.63% € 11.5m
Elizabeth Chappell	Independent Director	20.2yrs	US$260.60k	0.12% € 815.7k
James McCaslin	Lead Independent Director	13.8yrs	US$300.70k	0.12% € 824.2k
Samuel Valenti	Independent Director	11.8yrs	US$246.60k	no data
William Miller	Independent Director	19.8yrs	US$270.50k	0.0095% € 67.2k
Aleksandra Miziolek	Director	less than a year	no data	no data
Sandra Pierce	Independent Director	6yrs	US$245.60k	no data
John Smith	Independent Director	13.1yrs	US$261.10k	0.0098% € 68.9k
Herbert Parker	Independent Director	6yrs	US$245.60k	0.085% € 599.1k
William Kozyra	Independent Director	9.6yrs	US$246.00k	0.0034% € 24.0k
Peter Lyons	Independent Director	9.6yrs	US$248.30k	0.0043% € 30.0k

11.8yrs

Average Tenure

67yo

Average Age

Experienced Board: AYA's board of directors are seasoned and experienced ( 11.8 years average tenure).

American Axle & Manufacturing Holdings Management

Management criteria checks 3/4

Key information

Recent management updates

American Axle & Manufacturing Holdings, Inc., Annual General Meeting, May 02, 2024

American Axle & Manufacturing Holdings, Inc. Appoints Aleksandra A. Miziolek to Board of Directors

Insider recently sold €291k worth of stock

Chief Compliance Officer recently sold €249k worth of stock

President of Forging recently sold €502k worth of stock

American Axle & Manufacturing Holdings, Inc. Announces Management Changes

Recent updates

Third quarter 2024 earnings released: EPS: US$0.08 (vs US$0.15 loss in 3Q 2023)

American Axle & Manufacturing Holdings, Inc. Updates Earnings Guidance for the Full Year 2024

American Axle & Manufacturing Holdings, Inc. to Report Q3, 2024 Results on Nov 08, 2024

Bharat Forge Limited agreed to acquire Aam India Manufacturing Corporation Private Limited from American Axle & Manufacturing Holdings Inc.

Second quarter 2024 earnings released: EPS: US$0.15 (vs US$0.068 in 2Q 2023)

American Axle & Manufacturing Holdings, Inc. Updates Earnings Guidance for the Full Year 2024

American Axle & Manufacturing Holdings, Inc. to Report Q2, 2024 Results on Aug 09, 2024

American Axle & Manufacturing Holdings, Inc., Annual General Meeting, May 02, 2024

First quarter 2024 earnings released: EPS: US$0.17 (vs US$0.044 loss in 1Q 2023)

American Axle & Manufacturing Holdings, Inc. to Report Q1, 2024 Results on May 03, 2024

American Axle & Manufacturing Holdings, Inc. Appoints Aleksandra A. Miziolek to Board of Directors

Full year 2023 earnings released: US$0.29 loss per share (vs US$0.54 profit in FY 2022)

American Axle & Manufacturing Holdings, Inc. Announces Earnings Guidance for 2024

American Axle & Manufacturing Holdings, Inc. to Report Q4, 2023 Results on Feb 16, 2024

New minor risk - Share price stability

American Axle & Manufacturing Holdings, Inc. Provides Earnings Guidance for Full Year 2023

Third quarter 2023 earnings released: US$0.15 loss per share (vs US$0.22 profit in 3Q 2022)

American Axle & Manufacturing Holdings, Inc. to Report Q3, 2023 Results on Nov 03, 2023

New minor risk - Share price stability

Insider recently sold €291k worth of stock

Investor sentiment deteriorates as stock falls 15%

Second quarter 2023 earnings released: EPS: US$0.068 (vs US$0.19 in 2Q 2022)

Axle & Manufacturing Holdings, Inc. Provides Earnings Guidance for the Full Year 2023

American Axle & Manufacturing Holdings, Inc. to Report Q2, 2023 Results on Aug 04, 2023

American Axle & Manufacturing Holdings, Inc.(NYSE:AXL) dropped from Russell Small Cap Comp Growth Index

First quarter 2023 earnings released: US$0.044 loss per share (vs US$0.009 profit in 1Q 2022)

American Axle & Manufacturing Holdings, Inc. Provides Earnings Guidance for the Full Year 2023

Chief Compliance Officer recently sold €249k worth of stock

President of Forging recently sold €502k worth of stock

American Axle & Manufacturing Holdings, Inc. Announces Management Changes

Full year 2022 earnings released: EPS: US$0.53 (vs US$0.05 in FY 2021)

American Axle & Manufacturing Holdings, Inc. to Report Q4, 2022 Results on Feb 17, 2023

American Axle & Manufacturing Holdings, Inc. Appoints Christopher J. May as Executive Vice President

American Axle & Manufacturing Holdings, Inc. Appoints Michael J. Lynch, as Chief Operating Officer

Insufficient new directors

Third quarter 2022 earnings released: EPS: US$0.22 (vs US$0.021 loss in 3Q 2021)

American Axle Says 'Not Engaged in Any Discussions to Sell the Company

American Axle Reportedly Attracts Interest from Suitors

American Axle & Manufacturing Holdings, Inc. to Report Q3, 2022 Results on Nov 04, 2022

Second quarter 2022 earnings released: EPS: US$0.20 (vs US$0.14 in 2Q 2021)

American Axle & Manufacturing Holdings, Inc. Announces Sales Guidance for 2022

American Axle & Manufacturing Holdings, Inc. to Report Q2, 2022 Results on Aug 05, 2022

American Axle & Manufacturing Holdings, Inc. Revises Earnings Guidance for the Full Year 2022

First quarter 2022 earnings released: EPS: US$0.01 (vs US$0.33 in 1Q 2021)

Insufficient new directors

American Axle & Manufacturing Holdings, Inc. to Report Q1, 2022 Results on May 06, 2022

American Axle & Manufacturing Holdings, Inc. (NYSE:AXL) entered into a definitive agreement to acquire Tekfor Holding GmbH for enterprise value of €125 million.

American Axle & Manufacturing Holdings, Inc. Provides Financial Guidance for the Full Year 2022

Full year 2021 earnings: Revenues and EPS in line with analyst expectations

American Axle & Manufacturing Holdings, Inc. to Report Q4, 2021 Results on Feb 11, 2022

American Axle & Manufacturing Holdings, Inc. to Report Q4, 2021 Results on Feb 11, 2022

Investor sentiment deteriorated over the past week

Insufficient new directors

Insufficient new directors

Third quarter 2021 earnings released: US$0.021 loss per share (vs US$0.99 profit in 3Q 2020)

Investor sentiment improved over the past week

Second quarter 2021 earnings released: EPS US$0.14 (vs US$1.84 loss in 2Q 2020)

President of Driveline Gregory Deveson has left the company

First quarter 2021 earnings released: EPS US$0.34 (vs US$4.45 loss in 1Q 2020)

American Axle & Manufacturing Holdings, Inc. to Receive U.S. Department of Energy Cooperative Agreement for Electric Drive Technology

Vice President of Human Resources recently sold €263k worth of stock

New 90-day high: €9.45

Full year 2020 earnings released: US$4.95 loss per share (vs US$4.31 loss in FY 2019)

Revenue beats expectations

American Axle & Manufacturing Holdings, Inc. to Report Q4, 2020 Results on Feb 12, 2021

New 90-day high: €8.15

American Axle & Manufacturing Holdings, Inc. and Suzhou Inovance Automotive Ltd. Form Technology Development Agreement Focused on Next-Generation Electric-Drive Technology

New 90-day high: €7.65

New 90-day high: €7.25