Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N
DCH.N - Dauch Corp
Dauch Corp at JPMorgan Auto Conference
Aug 12, 2026 / NTS GMT
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Presentation
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Unidentified_1 [1]
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Thanks, everyone, for listening. My name is Rajat Gupta, member of the Automotive Equity Research team at JPMorgan.
Very pleased to have with us the team from Duck Corporation, David Duck, Chairman and CEO and Chris May, Executive Vice President and CFO.
So maybe like just to quickly start, six months on from the close, Duck is a different company from American Axle. Most investors have followed for years, roughly twice the size. Far less North America, far less General Motors rated.
For someone who is still like catching up on the story, could you give us a sense of what Dowk is today, what you most want them to understand about the earnings power of the combined business today and a few years out?
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