Q2 2026 Dauch Corp Earnings Call Transcript

Aug 7, 2026 / 02:00 PM GMT

Release Date Price: €4.86 (-5.63%)

Transcript 10-Q8-K

Key Points

Positve

Strong second quarter results with sales of approximately $3 billion and adjusted EPS of $0.32, reflecting continued positive acceleration.
Synergy realization is on track, with $70 million in run-rate savings achieved to date and a target of over $100 million by year-end.
Adjusted EBITA margin remained solid at 13.2%, driven by favorable mix, business performance, and synergies.
Adjusted free cash flow improved significantly to $148.4 million in Q2, up from $48.7 million in the prior year.
Raised full-year guidance for sales, adjusted EBITA, and adjusted free cash flow, reflecting strong first-half execution.
Won multiple awards, including Ford Supplier of the Year, and built a pipeline of over $2 billion in new business opportunities.
Proactively reduced debt by redeeming $250 million of 2028 notes, with no major maturities until 2029.

Negative

Adjusted EPS declined year-over-year to $0.32 from $0.34, impacted by higher interest expense and acquisition-related costs.
North American and European production remained flat or slightly down, limiting volume growth.
Incurred incremental costs from elevated energy prices and a UAW work stoppage at the Three Rivers facility, impacting EBITDA by approximately $8 million.
GM's transition to next-generation full-size trucks is expected to cause production downtime and volume impacts in the second half.
Higher interest expense due to acquisition debt increased net interest costs to $82.6 million, up from $37.5 million.
Adjusted effective tax rate is elevated at 25-30% due to valuation allowances and interest deduction limitations.
Restructuring costs are expected to continue, though they should decline meaningfully in 2027.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DCH.N - Dauch Corp
Q2 2026 Dauch Corp Earnings Call
Aug 07, 2026 / 02:00PM GMT

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Presentation
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Operator [1]
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Good morning.

My name is Rocco, and I will be your conference facilitator today.

At this time, I would like to welcome everyone to the Dow Corporation second quarter 2026 lines have been to prevent any background noise.

After the speaker's remarks, there will be a question-and-answer period.

If you would like to ask a question during this time, please press the star key, then the number 1 on your telephone keypad.

If you would like to withdraw your question, please press the star key and then the number 2.

As a reminder, today's call is being recorded.

I would now like to turn the call over to Mr. David Lim, head of investor relations.

Please go ahead, Mr. Lim.

Thank you,

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