3Q 2020 Financial Performance Overview slide image

3Q 2020 Financial Performance Overview

Downside Protection Playbook Sales Decline 0% 25%+ AND/OR Potential Actions Duration Expected Short Longer Restructuring Costs Required? Reduce Variable Costs Direct Material (60% of COGS) No Hourly Headcount Variable Overhead Reduce Semi-fixed Costs Salaried headcount, merit and incentive compensation adjustments/deferrals • Formal spending reduction programs (ex. travel) Align future R&D, project and capital expenses to lower sales levels Select Recapacitating of Facilities • Align capacity with customers Plant loading adjustments to optimize capacity Structural Capacity and Overhead Reduction Global footprint consolidations • Significant Salaried Reduction in Force programs Note: This list includes examples for illustrative purposes and does not include all potential actions Limited Moderate Higher AAM is analyzing its full playbook and in process with many actions across its global operations 17
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