American Axle & Manufacturing H AXL

Competitive advantage analysis · consumer-cyclical

Corporate Default
Overall moat score
53/100
Moderate

About American Axle & Manufacturing H

Dauch Corporation, together with its subsidiaries, designs, engineers, and manufactures driveline and metal forming technologies that supports electric, hybrid, and internal combustion vehicles. It operates through two segments, Driveline and Metal Forming segments. The Driveline segment offers front and rear axles, driveshafts, differential assemblies, clutch modules, balance shaft systems, disconnecting driveline technology, and electric and hybrid driveline products and systems … Full AXL analysis →

Competitive advantage assessment

Key strengths

  • Revenue Growth Consistent Revenue growth volatility is low (stability score 0.98), suggesting sticky customer base.
  • Margins Stable Across Cycles Operating margin volatility is low (stability score 0.91), demonstrating pricing resilience across cycles.

Key risks

  • Scale Without Profitability Despite scale, profitability lags peers (score 0.39), suggesting limited competitive advantage.
  • Elevated Debt Risk Debt serviceability is weak (score 0.34), raising refinancing risk.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
53

Where AXL ranks in Auto Parts

American Axle & Manufacturing H ranks #26 of 60 scored companies in Auto Parts by moat score — the top 43%. The widest moat in the group is Allison Transmission Holdings, (ALSN) at 83/100.

Moat scores for companies ranked near AXL in Auto Parts
# Company Moat score Rating
22 Gentherm Inc THRM 59/100 Moderate
23 Hesai Group HSAI 56/100 Moderate
24 BorgWarner Inc. BWA 56/100 Moderate
25 Genuine Parts Company GPC 55/100 Moderate
26 American Axle & Manufacturing H AXL 53/100 Moderate
27 Mobileye Global Inc. MBLY 50/100 Moderate
28 Adient plc ADNT 49/100 Developing
29 Dana Incorporated DAN 49/100 Developing
30 Cooper-Standard Holdings Inc. CPS 47/100 Developing

See every General Corporate company ranked by moat score →

How AXL scores on the Corporate Default defenses

Pricing Power

Score 53 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 68 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 72 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 38 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 50 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 40 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding AXL's moat

What is American Axle & Manufacturing H's moat score?

American Axle & Manufacturing H (AXL) scores 53 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #26 of 60 scored companies in Auto Parts, the top 43%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 59 companies in Auto Parts. Its strongest defense is Customer Stickiness (72/100) and its weakest is Capital Efficiency (38/100).

How does American Axle & Manufacturing H compare with other Auto Parts companies?

American Axle & Manufacturing H ranks #26 of 60 scored companies in Auto Parts by moat score. The widest moat in Auto Parts is Allison Transmission Holdings, (ALSN) at 83/100. The companies ranked closest are Genuine Parts Company (GPC) at 54 just above it and Mobileye Global Inc. (MBLY) at 50 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 59 companies in Auto Parts. The defenses are then weighted to produce the overall score out of 100.

Why is American Axle & Manufacturing H scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for American Axle & Manufacturing H?

The Corporate Default template measures 6 defenses, and AXL scores: Pricing Power (53), Cost Advantage (68), Customer Stickiness (72), Capital Efficiency (38), Resilience (50), Scale & Market Position (40). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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