HIGHBuilt-inGeographic
Guanajuato Manufacturing Complex (Mexico)
“10-K Item 1A: 'A high concentration of our global business is supported by our Guanajuato Manufacturing Complex (GMC) in Mexico.'”
DCH · Concentration risk · 10-K extracted
Dauch (DCH) concentration risks
Updated
The most significant concentration Dauch discloses is Guanajuato Manufacturing Complex (Mexico), classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Dauch’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 5 disclosed concentrations
HIGH2
MEDIUM1
LOW2
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
HIGHOutside partySupplier
limited number of suppliers for key components
“10-K Item 1A: 'We depend on a limited number of suppliers for certain key components and materials needed for our products.'”
MEDIUMOutside partyCustomer
44%
General Motors (GM)
“10-K Item 1: 'Sales to GM were approximately 44% of our consolidated net sales in 2025, 42% in 2024, and 39% in 2023.'”
LOWOutside partyCustomer
15%
Ford Motor Company
“10-K Item 1: 'Sales to Ford were approximately 15% of our consolidated net sales in 2025, 13% in 2024, and 12% in 2023.'”
LOWOutside partyCustomer
13%
Stellantis N.V.
“10-K Item 1: 'Sales to Stellantis were approximately 13% of our consolidated net sales in 2025, 13% in 2024, and 16% in 2023.'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-06Dauch Corporation's concentration risk spans both structural footprint and customer dependency, and the two combine into a fairly tight risk profile. A high concentration of global business runs through the Guanajuato Manufacturing Complex in Mexico, a structural exposure, and is compounded by dependence on a limited number of suppliers for certain key components and materials — both disclosed at a high share. On the customer side, GM alone accounted for approximately 44% of consolidated net sales, a medium-share dependency, while Ford at 15% and Stellantis at 13% round out sales concentrated among the traditional Detroit automakers, each a comparatively lower-share dependency. Summed, these three customers alone approach three-quarters of net sales, meaning the company's revenue is tied tightly to a small handful of automotive counterparties layered on top of a single-site manufacturing base. The GM relationship, given its medium size and dependency character, is the customer exposure most capable of moving results, but the underlying manufacturing and supplier concentration means operational disruption risk sits alongside — not beneath — the customer risk.
For the engine’s reasoning on DCH’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Auto Parts
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ALSN | Allison Transmission Holdings, | 3 | 0 | 1 | 4 |
| DCH● | Dauch Corporation | 2 | 1 | 2 | 5 |
| APTV | Aptiv PLC | 1 | 2 | 1 | 4 |
| ALV | Autoliv, Inc. | 1 | 2 | 0 | 3 |
| ADNT | Adient plc | 0 | 1 | 0 | 1 |
| AAP | Advance Auto Parts Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.