Dauch Corporation’s (DCH) disclosed relationship map is less a sprawling auto ecosystem than a three-company loop: General Motors (GM), Ford Motor Company (F) and Stellantis (STLA). The automakers show up as customers, suppliers or partners, sometimes more than once. For Dauch, the org chart has a familiar shape: the people buying the driveline parts are also central to the programs that define where those parts go.
The most concrete number belongs to Ford. Dauch says Ford’s share of sales fell to 11% in the first three months of 2026, from 15% in the comparable period and for all of 2025.
"Sales to Ford were approximately 11% of our consolidated net sales for the first three months of 2026 and 15% for both the first three months of 2025 and the full year 2025."
Dauch Corporation (DCH) / SEC filing / May 8, 2026
That makes Ford a disclosed customer concentration, even as the filing shows its share moving lower year over year. Ford is not just a customer in Dauch’s description. It also appears as a supplier relationship in the supplied map, although the filing sentence itself describes Dauch supplying Ford, not buying from it.
"We are also a supplier to Ford Motor Company (Ford) for driveline system products on certain vehicle programs including the Bronco Sport, Maverick, Escape and Lincoln Nautilus, and we also sell various components to Ford from our Metal Forming segment."
Dauch Corporation (DCH) / SEC filing / May 8, 2026
In plain English, Dauch names Ford across multiple roles: driveline supplier, component seller and partner in its broader customer strategy. The disclosed vehicle programs are specific, not generic: Bronco Sport, Maverick, Escape and Lincoln Nautilus.
General Motors occupies a place in the map. Dauch describes itself as a primary supplier of driveline products for GM’s full-size rear-wheel-drive trucks, SUVs and crossovers made in North America.
"We are a primary supplier of driveline products to General Motors Company (GM) for its full-size rear-wheel drive (RWD) light trucks, sport utility vehicles (SUVs), and crossover vehicles manufactured in North America, supplying a significant…"
Dauch Corporation (DCH) / SEC filing / May 8, 2026
The sentence identifies the product, the vehicle categories and the manufacturing geography. It does not provide the percentage of sales represented by GM in the supplied excerpt, but it does use the phrase “primary supplier.”
Stellantis is tied to Dauch through the heavy-duty Ram pickup and its derivatives.
"We also supply driveline system products to Stellantis N.V. (Stellantis) for programs including the heavy-duty Ram full-size pickup truck and its derivatives."
Dauch Corporation (DCH) / SEC filing / February 13, 2026
Dauch also calls Stellantis and Ford part of its long-standing relationship base while describing both as partners in its growth efforts.
"In addition to maintaining and building upon our long-standing relationships with GM, Ford and Stellantis, we are focused on generating profitable growth with new and existing global customers."
Dauch Corporation (DCH) / SEC filing / February 13, 2026
Beyond the automakers, Dauch’s filing disclosures include a prior equity investment in REE Automotive (REE), with changes in fair value running through other income or expense. The map also associates JPMorgan Chase (JPM) with bridge credit agreements entered into around Dauch’s business combination. The supplied passage establishes the financing arrangement, though it does not name JPMorgan in the quoted text.
"Loss on equity securities We had previously invested in the equity securities of REE Automotive, which were measured at fair value each reporting period with changes in fair value reported as a gain or loss within Other income (expense), net in our…"
Dauch Corporation (DCH) / SEC filing / February 13, 2026
"Additionally, and in connection with the Business Combination, on January 29, 2025, Holdings and certain of its subsidiaries entered into bridge credit agreements, which bridge facilities were amended and restated on February 24, 2025 by operation of Holdings…"
Dauch Corporation (DCH) / SEC filing / August 8, 2025
The cleanest read of the disclosed map is therefore also the simplest: Dauch is connected to three major automakers through overlapping commercial roles, with Ford the only relationship here quantified as a slice of consolidated sales.
These are relationships disclosed in SEC filings, mapped by jodie’s analytics. This is not investment advice.