DCH Earnings
Friday, May 01 2026
EPS Estimate
$-0.03
$-0.15 – $0.07
Revenue Estimate
$2.2B
Current Price
$6.09
Our Position
bullishInsider bet $12M on Dauch as 2026 guidance accelerates
structured data
est. revisions rising
(+112.0pp / 30d)
The institutional confidence arrives as Dauch's adjusted EBITDA margins widen to 12.7% and guidance implies meaningful operating leverage—synergies alone represent material upside if realized. This is a structural bet on the automotive supplier's ability to execute across electrification and internal combustion platforms while absorbing a major acquisition.
Watch: Watch Q1 2026 results for evidence that Dowlais synergy capture is on track. Any material miss on the $50–$75 million synergy target or revenue guidance would undermine the institutional thesis behind this entry.
Data Signal Summary
1 bullish
2 bearish
Estimates down -29%
Put/call 0.7 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
mixed
Price Trend
downtrend
From 52w High
-1.9%
Est. Revisions (30d)
-29.2% 0up/1dn
Analyst Target (mean)
$9 $6–$17 +50%
Options P/C Ratio
0.69
Est. Dispersion
693% 6 analysts
Recent Activity
insider trades
170 transactions
Buy
·
WALKER DAVID B. (Director)
·35,000 shares
·$182,000
Award
·
DAUCH DAVID C (Chief Executive Officer)
·166,620 shares
Award
·
LYNCH MICHAEL JOSEPH (Officer)
·39,120 shares
Award
·
KEMP TERRI M (Officer)
·27,384 shares
Award
·
MAY CHRISTOPHER JOHN (Chief Financial Officer)
·39,120 shares
165 more
Award
·
OAL TOLGA I
·31,296 shr
Award
·
DAUCH DAVID C
·537,667 shr
Award
·
LYNCH MICHAEL JOSEPH
·128,509 shr
Award
·
KEMP TERRI M
·79,764 shr
Award
·
MAY CHRISTOPHER JOHN
·113,738 shr
Award
·
OAL TOLGA I
·79,764 shr
Award
·
BANNERT MARKUS
·83,267 shr
Award
·
BANNERT MARKUS
·90,909 shr
Award
·
DAUCH DAVID C
·575,758 shr
Award
·
LYNCH MICHAEL JOSEPH
·287,879 shr
Award
·
MAY CHRISTOPHER JOHN
·287,879 shr
Award
·
MCCASLIN JAMES A
·39,474 shr
·$150,001
Award
·
MILLER WILLIAM P II
·39,474 shr
·$150,001
Award
·
VALENTI SAMUEL III
·39,474 shr
·$150,001
Award
·
PARKER HERBERT KENT
·39,474 shr
·$150,001
Award
·
PIERCE SANDRA E
·39,474 shr
·$150,001
Award
·
MIZIOLEK ALEKSANDRA A.
·39,474 shr
·$150,001
Award
·
KOZYRA WILLIAM LAWRENCE
·39,474 shr
·$150,001
Award
·
LYONS PETER DAVID
·39,474 shr
·$150,001
Award
·
GRAYSON-CAPRIO TERRY
·39,474 shr
·$150,001
Award
·
DAUCH DAVID C
·820,657 shr
Award
·
LYNCH MICHAEL JOSEPH
·175,071 shr
Award
·
KEMP TERRI M
·119,928 shr
Award
·
MAY CHRISTOPHER JOHN
·188,183 shr
Award
·
OAL TOLGA I
·113,685 shr
Award
·
PAROLY MATTHEW K.
·99,474 shr
Award
·
MCCASLIN JAMES A
·20,492 shr
·$150,001
Award
·
MILLER WILLIAM P II
·20,492 shr
·$150,001
Award
·
CHAPPELL ELIZABETH ANNE
·20,492 shr
·$150,001
Award
·
VALENTI SAMUEL III
·20,492 shr
·$150,001
Award
·
SMITH JOHN F JR
·20,492 shr
·$150,001
Award
·
PARKER HERBERT KENT
·20,492 shr
·$150,001
Award
·
PIERCE SANDRA E
·20,492 shr
·$150,001
Award
·
MIZIOLEK ALEKSANDRA A.
·20,492 shr
·$150,001
Award
·
KOZYRA WILLIAM LAWRENCE
·20,492 shr
·$150,001
Award
·
LYONS PETER DAVID
·20,492 shr
·$150,001
Other
·
Man Group PLC
·375 shr
·$3,071
Other
·
Man Group PLC
·64,960 shr
·$518,380
Other
·
Converium Capital Inc.
Other
·
Bank Of Nova Scotia
·212 shr
·$1,734
Other
·
Bank Of Nova Scotia
·520 shr
·$4,253
Other
·
Man Group PLC
Other
·
Perpetual Ltd.
·2,672 shr
·$21,856
Other
·
Bank Of Nova Scotia
·26,618 shr
·$214,807
Other
·
Bank Of Nova Scotia
·26,723 shr
·$215,654
Other
·
Man Group PLC
·8,541 shr
·$68,669
Other
·
Bank Of Nova Scotia
·176,708 shr
·$1,427,800
Other
·
Bank Of Nova Scotia
·177,328 shr
·$1,432,810
Other
·
Perpetual Ltd.
·3,484 shr
·$27,976
Other
·
Soci�t� G�n�rale S.A
·3,172 shr
·$25,502
Other
·
Soci�t� G�n�rale S.A
·6,014 shr
·$47,991
Other
·
Bank Of Nova Scotia
·1,098 shr
·$8,751
Other
·
Bank Of Nova Scotia
·549 shr
·$4,375
Other
·
Man Group PLC
·1,848 shr
·$14,728
Other
·
Bank Of Nova Scotia
·165,454 shr
·$1,353,413
Other
·
Bank Of Nova Scotia
·205,954 shr
·$1,684,703
Other
·
Soci�t� G�n�rale S.A
·5,179 shr
·$42,933
Other
·
Soci�t� G�n�rale S.A
·12,414 shr
·$101,049
Other
·
Man Group PLC
·4,470 shr
·$36,922
Other
·
Perpetual Ltd.
·3,051 shr
·$25,719
Other
·
Soci�t� G�n�rale S.A
·2,740 shr
·$21,892
Other
·
Bank Of Nova Scotia
·148 shr
·$1,172
Other
·
Bank Of Nova Scotia
·296 shr
·$2,344
Other
·
Soci�t� G�n�rale S.A
·792 shr
·$6,130
Other
·
Soci�t� G�n�rale S.A
·488 shr
·$3,757
Other
·
Weiss Asset Management
Other
·
Perpetual Ltd.
·39,610 shr
·$312,126
Other
·
Jefferies International, Ltd.
·879 shr
·$9,291
Other
·
Jefferies International, Ltd.
·879 shr
·$9,291
Other
·
Soci�t� G�n�rale S.A
·290 shr
·$2,262
Other
·
Soci�t� G�n�rale S.A
·2,978 shr
·$23,139
Other
·
Man Group PLC
·7,923 shr
·$61,561
Other
·
Soci�t� G�n�rale S.A
·7,771 shr
·$60,225
Other
·
Perpetual Ltd.
·2,775 shr
·$21,811
Other
·
Perpetual Ltd.
·2,653 shr
·$20,534
Other
·
Man Group PLC
·17,249 shr
·$133,507
Other
·
Soci�t� G�n�rale S.A
·4,651 shr
·$35,952
Other
·
Bank Of Nova Scotia
·655 shr
·$5,063
Other
·
Bank Of Nova Scotia
·655 shr
·$5,063
Other
·
Perpetual Ltd.
·3,297 shr
·$24,661
Other
·
Soci�t� G�n�rale S.A
·374 shr
·$2,928
Other
·
Man Group PLC
·13,749 shr
·$105,317
Other
·
Man Group PLC
·10,323 shr
·$77,319
Other
·
Soci�t� G�n�rale S.A
·6,174 shr
·$46,243
Other
·
TIG Advisors, L.L.C.
Other
·
Soci�t� G�n�rale S.A
·479 shr
·$3,305
Other
·
Bank Of Nova Scotia
·37,027 shr
·$257,337
Other
·
Bank Of Nova Scotia
·37,027 shr
·$257,337
Other
·
Man Group PLC
·12,839 shr
·$89,231
Other
·
Perpetual Ltd.
·10,199 shr
·$71,087
Other
·
Soci�t� G�n�rale S.A
·721 shr
·$5,083
Other
·
Soci�t� G�n�rale S.A
·3,162 shr
·$20,300
Other
·
Perpetual Ltd.
·929 shr
·$6,047
Other
·
Bank Of Nova Scotia
·6,528 shr
·$41,975
Other
·
Bank Of Nova Scotia
·6,528 shr
·$41,975
Other
·
Bank Of Nova Scotia
·2,284 shr
·$14,823
Other
·
Bank Of Nova Scotia
·2,499 shr
·$16,218
Other
·
Soci�t� G�n�rale S.A
·1,103 shr
·$7,158
Other
·
Man Group PLC
·794 shr
·$5,081
Other
·
Bank Of Nova Scotia
·1,609 shr
·$10,329
Other
·
Bank Of Nova Scotia
·1,609 shr
·$10,329
Other
·
Soci�t� G�n�rale S.A
·258 shr
·$1,646
Other
·
Soci�t� G�n�rale S.A
·844 shr
·$5,460
Other
·
Man Group PLC
·8,144 shr
·$52,610
Other
·
Bank Of Nova Scotia
·1,188 shr
·$7,662
Other
·
Bank Of Nova Scotia
·935 shr
·$6,030
Other
·
Soci�t� G�n�rale S.A
·514 shr
·$3,325
Other
·
Soci�t� G�n�rale S.A
Other
·
Soci�t� G�n�rale S.A
Other
·
Soci�t� G�n�rale S.A
·17,905 shr
·$116,203
Other
·
Bank Of Nova Scotia
·6,307 shr
·$40,427
Other
·
Bank Of Nova Scotia
·6,737 shr
·$43,184
Other
·
Soci�t� G�n�rale S.A
·1,661 shr
·$10,796
Other
·
Bank Of Nova Scotia
·3,510 shr
·$23,095
Other
·
Bank Of Nova Scotia
·3,024 shr
·$19,897
Other
·
Bank Of Nova Scotia
·49,633 shr
·$331,548
Other
·
Bank Of Nova Scotia
·49,633 shr
·$331,548
Other
·
Man Group PLC
·12,307 shr
·$82,579
Other
·
Soci�t� G�n�rale S.A
·3,385 shr
·$22,442
Other
·
Soci�t� G�n�rale S.A
·19,332 shr
·$129,717
Other
·
Bank Of Nova Scotia
·88,279 shr
·$586,172
Other
·
Bank Of Nova Scotia
·88,279 shr
·$586,172
Other
·
Man Group PLC
·1,584 shr
·$10,391
Other
·
Soci�t� G�n�rale S.A
·4,135 shr
·$27,125
Other
·
Bank Of Nova Scotia
·131,518 shr
·$857,497
Other
·
Bank Of Nova Scotia
·131,518 shr
·$857,497
Other
·
Bank Of Nova Scotia
·32,457 shr
·$208,373
Other
·
Bank Of Nova Scotia
·32,457 shr
·$208,373
Other
·
Soci�t� G�n�rale S.A
·2,161 shr
·$13,960
Other
·
Perpetual Ltd.
·11,801 shr
·$74,818
Other
·
Perpetual Ltd.
·92,560 shr
·$582,202
Other
·
Man Group PLC
·230 shr
·$1,460
Other
·
Man Group PLC
·533 shr
·$3,373
Other
·
Soci�t� G�n�rale S.A
·10,352 shr
·$65,528
Other
·
Bank Of Nova Scotia
·13,463 shr
·$85,490
Other
·
Bank Of Nova Scotia
·13,463 shr
·$85,490
Other
·
Bank Of Nova Scotia
·8,931 shr
·$57,158
Other
·
Bank Of Nova Scotia
·8,931 shr
·$57,158
Other
·
Soci�t� G�n�rale S.A
·10,527 shr
·$67,162
Other
·
Man Group PLC
·24,416 shr
·$156,018
Other
·
Man Group PLC
·22,501 shr
·$144,906
Other
·
Soci�t� G�n�rale S.A
·3,477 shr
·$22,287
Other
·
Bank Of Nova Scotia
·13,128 shr
·$84,281
Other
·
Bank Of Nova Scotia
·13,128 shr
·$84,281
Other
·
Bank Of Nova Scotia
·312 shr
·$1,965
Other
·
Bank Of Nova Scotia
·312 shr
·$1,965
Other
·
Soci�t� G�n�rale S.A
·7,581 shr
·$45,940
Other
·
Man Group PLC
·23,801 shr
·$149,470
Other
·
Perpetual Ltd.
·3,838 shr
·$23,373
Other
·
Soci�t� G�n�rale S.A
·14,819 shr
·$89,062
Other
·
Bank Of Nova Scotia
·3,324 shr
·$20,010
Other
·
Bank Of Nova Scotia
·3,324 shr
·$20,010
Other
·
Man Group PLC
·46,086 shr
·$282,968
Other
·
Soci�t� G�n�rale S.A
·1 shr
·$6
Other
·
Soci�t� G�n�rale S.A
·1,743 shr
·$10,998
Other
·
Bank Of Nova Scotia
·211 shr
·$1,337
Other
·
Bank Of Nova Scotia
·641 shr
·$4,063
Other
·
Man Group PLC
·299 shr
·$1,913
Other
·
Man Group PLC
·592 shr
·$3,788
Other
·
Soci�t� G�n�rale S.A
·4,777 shr
·$30,286
Other
·
Bank Of Nova Scotia
·1,476 shr
·$9,446
Other
·
Bank Of Nova Scotia
·1,476 shr
·$9,446
Other
·
Bank Of Nova Scotia
·358 shr
·$2,373
Other
·
Soci�t� G�n�rale S.A
·7,981 shr
·$52,993
Other
·
Soci�t� G�n�rale S.A
·7,455 shr
·$48,755
analyst ratings
1 rating
TD Cowen
→Hold
5d ago
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