Dauch

Q3 FY2026 EarningsQ3 FY26 results presented a mixed performance against consensus, characterized by a top-line beat but a bottom-line miss. Revenue of $2.91B exceeded the $2.78B consensus (+4.57%), driven by the Dowlais acquisition. However, Adjusted EPS of $0.22 missed the expected $0.25, and GAAP Net Loss was significantly deeper than anticipated at -$45.3M. While operating cash flow of $150.1M fell short of the $169.3M mean estimate, full-year revenue guidance was revised upward, though EBITDA targets were tightened, reflecting ongoing synergy realization and launch-related costs.