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Side-by-side financial comparison of ADVANCE AUTO PARTS INC (AAP) and AMERICAN AXLE & MANUFACTURING HOLDINGS INC (AXL). Click either name above to swap in a different company.
ADVANCE AUTO PARTS INC is the larger business by last-quarter revenue ($2.0B vs $1.4B, roughly 1.4× AMERICAN AXLE & MANUFACTURING HOLDINGS INC). ADVANCE AUTO PARTS INC runs the higher net margin — 0.3% vs -5.4%, a 5.7% gap on every dollar of revenue. On growth, ADVANCE AUTO PARTS INC posted the faster year-over-year revenue change (130.1% vs 0.2%). AMERICAN AXLE & MANUFACTURING HOLDINGS INC produced more free cash flow last quarter ($54.7M vs $-21.0M). Over the past eight quarters, AMERICAN AXLE & MANUFACTURING HOLDINGS INC's revenue compounded faster (-7.2% CAGR vs -15.7%).
Advance Auto Parts, Inc. is an American automotive aftermarket parts provider. Headquartered in Raleigh, North Carolina, it serves professional installer and do it yourself (DIY) customers.
American Axle & Manufacturing, Inc. (AAM), headquartered in Detroit, Michigan, is an American manufacturer of automobile driveline and drivetrain components and systems.
AAP vs AXL — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.0B | $1.4B |
| Net Profit | $6.0M | $-75.3M |
| Gross Margin | 44.1% | 10.2% |
| Operating Margin | 2.2% | -2.4% |
| Net Margin | 0.3% | -5.4% |
| Revenue YoY | 130.1% | 0.2% |
| Net Profit YoY | 101.4% | -449.6% |
| EPS (diluted) | $0.10 | $-0.62 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $1.4B | ||
| Q3 25 | $2.0B | $1.5B | ||
| Q2 25 | $2.6B | $1.5B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | $2.1B | $1.4B | ||
| Q3 24 | $2.2B | $1.5B | ||
| Q2 24 | $2.8B | $1.6B |
| Q1 26 | $6.0M | — | ||
| Q4 25 | $-1.0M | $-75.3M | ||
| Q3 25 | $15.0M | $9.2M | ||
| Q2 25 | $24.0M | $39.3M | ||
| Q1 25 | — | $7.1M | ||
| Q4 24 | $-6.0M | $-13.7M | ||
| Q3 24 | $45.0M | $10.0M | ||
| Q2 24 | $40.0M | $18.2M |
| Q1 26 | 44.1% | — | ||
| Q4 25 | 43.3% | 10.2% | ||
| Q3 25 | 43.5% | 12.6% | ||
| Q2 25 | 42.9% | 13.1% | ||
| Q1 25 | — | 12.3% | ||
| Q4 24 | 42.3% | 11.2% | ||
| Q3 24 | 43.6% | 11.4% | ||
| Q2 24 | 43.4% | 13.3% |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.1% | -2.4% | ||
| Q3 25 | 1.1% | 3.2% | ||
| Q2 25 | -5.1% | 3.6% | ||
| Q1 25 | — | 3.0% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | 2.5% | 2.8% | ||
| Q2 24 | 1.9% | 5.3% |
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.0% | -5.4% | ||
| Q3 25 | 0.7% | 0.6% | ||
| Q2 25 | 0.9% | 2.6% | ||
| Q1 25 | — | 0.5% | ||
| Q4 24 | -0.3% | -1.0% | ||
| Q3 24 | 2.1% | 0.7% | ||
| Q2 24 | 1.4% | 1.1% |
| Q1 26 | $0.10 | — | ||
| Q4 25 | $-0.02 | $-0.62 | ||
| Q3 25 | $0.25 | $0.07 | ||
| Q2 25 | $0.40 | $0.32 | ||
| Q1 25 | — | $0.06 | ||
| Q4 24 | $-0.10 | $-0.11 | ||
| Q3 24 | $0.75 | $0.08 | ||
| Q2 24 | $0.67 | $0.15 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.1B | $708.9M |
| Total DebtLower is stronger | $3.4B | $4.0B |
| Stockholders' EquityBook value | $2.2B | $640.0M |
| Total Assets | $11.8B | $6.7B |
| Debt / EquityLower = less leverage | 1.55× | 6.31× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.2B | $708.9M | ||
| Q3 25 | $1.7B | $714.1M | ||
| Q2 25 | $1.7B | $586.5M | ||
| Q1 25 | — | $549.2M | ||
| Q4 24 | $464.5M | $552.9M | ||
| Q3 24 | $479.4M | $542.5M | ||
| Q2 24 | $451.0M | $519.9M |
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.4B | $4.0B | ||
| Q3 25 | $1.8B | $2.6B | ||
| Q2 25 | $1.8B | $2.6B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | $1.8B | $2.6B | ||
| Q3 24 | $1.8B | $2.6B | ||
| Q2 24 | $1.8B | $2.7B |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $640.0M | ||
| Q3 25 | $2.2B | $718.4M | ||
| Q2 25 | $2.2B | $673.0M | ||
| Q1 25 | — | $596.3M | ||
| Q4 24 | $2.6B | $562.8M | ||
| Q3 24 | $2.6B | $616.3M | ||
| Q2 24 | $2.6B | $609.6M |
| Q1 26 | $11.8B | — | ||
| Q4 25 | $12.1B | $6.7B | ||
| Q3 25 | $10.5B | $5.3B | ||
| Q2 25 | $10.6B | $5.3B | ||
| Q1 25 | — | $5.1B | ||
| Q4 24 | $12.5B | $5.1B | ||
| Q3 24 | $12.3B | $5.3B | ||
| Q2 24 | $12.2B | $5.3B |
| Q1 26 | 1.55× | — | ||
| Q4 25 | 1.55× | 6.31× | ||
| Q3 25 | 0.81× | 3.61× | ||
| Q2 25 | 0.81× | 3.86× | ||
| Q1 25 | — | 4.38× | ||
| Q4 24 | 0.69× | 4.58× | ||
| Q3 24 | 0.69× | 4.28× | ||
| Q2 24 | 0.70× | 4.42× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $72.0M | $120.5M |
| Free Cash FlowOCF − Capex | $-21.0M | $54.7M |
| FCF MarginFCF / Revenue | -1.1% | 4.0% |
| Capex IntensityCapex / Revenue | 4.7% | 4.8% |
| Cash ConversionOCF / Net Profit | 12.00× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-298.0M | $155.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.0M | — | ||
| Q4 25 | $-12.0M | $120.5M | ||
| Q3 25 | $50.0M | $143.3M | ||
| Q2 25 | $-156.0M | $91.9M | ||
| Q1 25 | — | $55.9M | ||
| Q4 24 | $70.0M | $151.2M | ||
| Q3 24 | $85.0M | $143.6M | ||
| Q2 24 | $3.0M | $142.8M |
| Q1 26 | $-21.0M | — | ||
| Q4 25 | $-76.0M | $54.7M | ||
| Q3 25 | $-3.0M | $79.2M | ||
| Q2 25 | $-198.0M | $34.6M | ||
| Q1 25 | — | $-13.4M | ||
| Q4 24 | $27.0M | $73.2M | ||
| Q3 24 | $44.0M | $70.4M | ||
| Q2 24 | $-43.0M | $94.0M |
| Q1 26 | -1.1% | — | ||
| Q4 25 | -3.7% | 4.0% | ||
| Q3 25 | -0.1% | 5.3% | ||
| Q2 25 | -7.7% | 2.3% | ||
| Q1 25 | — | -0.9% | ||
| Q4 24 | 1.3% | 5.3% | ||
| Q3 24 | 2.0% | 4.7% | ||
| Q2 24 | -1.6% | 5.8% |
| Q1 26 | 4.7% | — | ||
| Q4 25 | 3.1% | 4.8% | ||
| Q3 25 | 2.6% | 4.3% | ||
| Q2 25 | 1.6% | 3.7% | ||
| Q1 25 | — | 4.9% | ||
| Q4 24 | 2.0% | 5.6% | ||
| Q3 24 | 1.9% | 4.9% | ||
| Q2 24 | 1.7% | 3.0% |
| Q1 26 | 12.00× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 3.33× | 15.58× | ||
| Q2 25 | -6.50× | 2.34× | ||
| Q1 25 | — | 7.87× | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.89× | 14.36× | ||
| Q2 24 | 0.07× | 7.85× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AAP
Segment breakdown not available.
AXL
| Driveline | $748.4M | 54% |
| Other | $345.7M | 25% |
| Metal Forming | $289.8M | 21% |
