Apr 05, 2023 / 01:40PM GMT
John Joseph Murphy - BofA Securities, Research Division - MD and Lead United States Auto Analyst
Next up we have American Axle which is a lean supplier of driveline components and powertrain technology. I think despite somebody thinking -- despite the name, I think you should really think about them more broadly as a powertrain tech company. They're big on a lot of trucks here in North America but also growing internationally on many vehicles outside of the truck space. They're bringing a lot of solutions to market that I think are also not well appreciated by a lot of investors outside of complicated, I wouldn't say simple, drivetrain components that you actually operate in right now, because they are pretty complex. But I think the product portfolio is going to be expanding a lot, more than most folks really appreciate or even understand at the moment. And I think the customers themselves are being educated by David and his team about those products.
So today, we're very happy to have David Dauch, American Axle's Chairman and CEO as well as Chris May, Vice President and CFO. So thanks, guys, for
American Axle & Manufacturing Holdings Inc at Bank of America Automotive Summit Transcript
Feb 10, 2024
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