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Side-by-side financial comparison of ARKO Corp. (ARKO) and AMERICAN AXLE & MANUFACTURING HOLDINGS INC (AXL). Click either name above to swap in a different company.
ARKO Corp. is the larger business by last-quarter revenue ($1.8B vs $1.4B, roughly 1.3× AMERICAN AXLE & MANUFACTURING HOLDINGS INC). ARKO Corp. runs the higher net margin — 0.1% vs -5.4%, a 5.5% gap on every dollar of revenue. On growth, AMERICAN AXLE & MANUFACTURING HOLDINGS INC posted the faster year-over-year revenue change (0.2% vs -9.9%). AMERICAN AXLE & MANUFACTURING HOLDINGS INC produced more free cash flow last quarter ($54.7M vs $14.9M). Over the past eight quarters, ARKO Corp.'s revenue compounded faster (-7.0% CAGR vs -7.2%).
ARKO Corp. is a leading U.S. operator of convenience stores and fuel retail locations, primarily serving consumers across multiple states. It offers a wide range of products including fresh food, beverages, daily essentials, and motor fuels, alongside wholesale fuel distribution services for commercial partners.
American Axle & Manufacturing, Inc. (AAM), headquartered in Detroit, Michigan, is an American manufacturer of automobile driveline and drivetrain components and systems.
ARKO vs AXL — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.8B | $1.4B |
| Net Profit | $1.9M | $-75.3M |
| Gross Margin | — | 10.2% |
| Operating Margin | 1.2% | -2.4% |
| Net Margin | 0.1% | -5.4% |
| Revenue YoY | -9.9% | 0.2% |
| Net Profit YoY | 180.9% | -449.6% |
| EPS (diluted) | $0.01 | $-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.
| Q4 25 | $1.8B | $1.4B | ||
| Q3 25 | $2.0B | $1.5B | ||
| Q2 25 | $2.0B | $1.5B | ||
| Q1 25 | $1.8B | $1.4B | ||
| Q4 24 | $2.0B | $1.4B | ||
| Q3 24 | $2.3B | $1.5B | ||
| Q2 24 | $2.4B | $1.6B | ||
| Q1 24 | $2.1B | $1.6B |
| Q4 25 | $1.9M | $-75.3M | ||
| Q3 25 | $13.5M | $9.2M | ||
| Q2 25 | $20.1M | $39.3M | ||
| Q1 25 | $-12.7M | $7.1M | ||
| Q4 24 | $-2.3M | $-13.7M | ||
| Q3 24 | $9.7M | $10.0M | ||
| Q2 24 | $14.1M | $18.2M | ||
| Q1 24 | $-594.0K | $20.5M |
| Q4 25 | — | 10.2% | ||
| Q3 25 | — | 12.6% | ||
| Q2 25 | — | 13.1% | ||
| Q1 25 | — | 12.3% | ||
| Q4 24 | — | 11.2% | ||
| Q3 24 | — | 11.4% | ||
| Q2 24 | — | 13.3% | ||
| Q1 24 | — | 12.4% |
| Q4 25 | 1.2% | -2.4% | ||
| Q3 25 | 1.8% | 3.2% | ||
| Q2 25 | 2.8% | 3.6% | ||
| Q1 25 | -0.6% | 3.0% | ||
| Q4 24 | 0.7% | 2.6% | ||
| Q3 24 | 1.8% | 2.8% | ||
| Q2 24 | 1.8% | 5.3% | ||
| Q1 24 | -0.2% | 4.8% |
| Q4 25 | 0.1% | -5.4% | ||
| Q3 25 | 0.7% | 0.6% | ||
| Q2 25 | 1.0% | 2.6% | ||
| Q1 25 | -0.7% | 0.5% | ||
| Q4 24 | -0.1% | -1.0% | ||
| Q3 24 | 0.4% | 0.7% | ||
| Q2 24 | 0.6% | 1.1% | ||
| Q1 24 | -0.0% | 1.3% |
| Q4 25 | $0.01 | $-0.62 | ||
| Q3 25 | $0.10 | $0.07 | ||
| Q2 25 | $0.16 | $0.32 | ||
| Q1 25 | $-0.12 | $0.06 | ||
| Q4 24 | $-0.03 | $-0.11 | ||
| Q3 24 | $0.07 | $0.08 | ||
| Q2 24 | $0.11 | $0.15 | ||
| Q1 24 | $-0.02 | $0.17 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $311.5M | $708.9M |
| Total DebtLower is stronger | $912.1M | $4.0B |
| Stockholders' EquityBook value | $267.2M | $640.0M |
| Total Assets | $3.5B | $6.7B |
| Debt / EquityLower = less leverage | 3.41× | 6.31× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $311.5M | $708.9M | ||
| Q3 25 | $313.2M | $714.1M | ||
| Q2 25 | $299.7M | $586.5M | ||
| Q1 25 | $271.1M | $549.2M | ||
| Q4 24 | $267.1M | $552.9M | ||
| Q3 24 | $296.8M | $542.5M | ||
| Q2 24 | $236.5M | $519.9M | ||
| Q1 24 | $189.1M | $469.8M |
| Q4 25 | $912.1M | $4.0B | ||
| Q3 25 | $911.6M | $2.6B | ||
| Q2 25 | $916.4M | $2.6B | ||
| Q1 25 | $880.1M | $2.6B | ||
| Q4 24 | $881.0M | $2.6B | ||
| Q3 24 | $884.7M | $2.6B | ||
| Q2 24 | $889.9M | $2.7B | ||
| Q1 24 | $885.0M | $2.7B |
| Q4 25 | $267.2M | $640.0M | ||
| Q3 25 | $273.1M | $718.4M | ||
| Q2 25 | $264.8M | $673.0M | ||
| Q1 25 | $255.2M | $596.3M | ||
| Q4 24 | $276.9M | $562.8M | ||
| Q3 24 | $280.0M | $616.3M | ||
| Q2 24 | $273.1M | $609.6M | ||
| Q1 24 | $261.2M | $621.4M |
| Q4 25 | $3.5B | $6.7B | ||
| Q3 25 | $3.6B | $5.3B | ||
| Q2 25 | $3.6B | $5.3B | ||
| Q1 25 | $3.6B | $5.1B | ||
| Q4 24 | $3.6B | $5.1B | ||
| Q3 24 | $3.7B | $5.3B | ||
| Q2 24 | $3.7B | $5.3B | ||
| Q1 24 | $3.6B | $5.4B |
| Q4 25 | 3.41× | 6.31× | ||
| Q3 25 | 3.34× | 3.61× | ||
| Q2 25 | 3.46× | 3.86× | ||
| Q1 25 | 3.45× | 4.38× | ||
| Q4 24 | 3.18× | 4.58× | ||
| Q3 24 | 3.16× | 4.28× | ||
| Q2 24 | 3.26× | 4.42× | ||
| Q1 24 | 3.39× | 4.40× |
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 | $44.6M | $120.5M |
| Free Cash FlowOCF − Capex | $14.9M | $54.7M |
| FCF MarginFCF / Revenue | 0.8% | 4.0% |
| Capex IntensityCapex / Revenue | 1.7% | 4.8% |
| Cash ConversionOCF / Net Profit | 23.98× | — |
| TTM Free Cash FlowTrailing 4 quarters | $65.3M | $155.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $44.6M | $120.5M | ||
| Q3 25 | $49.4M | $143.3M | ||
| Q2 25 | $55.2M | $91.9M | ||
| Q1 25 | $43.4M | $55.9M | ||
| Q4 24 | $22.7M | $151.2M | ||
| Q3 24 | $109.2M | $143.6M | ||
| Q2 24 | $77.2M | $142.8M | ||
| Q1 24 | $12.8M | $17.8M |
| Q4 25 | $14.9M | $54.7M | ||
| Q3 25 | $24.5M | $79.2M | ||
| Q2 25 | $9.8M | $34.6M | ||
| Q1 25 | $16.0M | $-13.4M | ||
| Q4 24 | $-13.4M | $73.2M | ||
| Q3 24 | $79.9M | $70.4M | ||
| Q2 24 | $57.9M | $94.0M | ||
| Q1 24 | $-16.5M | $-30.2M |
| Q4 25 | 0.8% | 4.0% | ||
| Q3 25 | 1.2% | 5.3% | ||
| Q2 25 | 0.5% | 2.3% | ||
| Q1 25 | 0.9% | -0.9% | ||
| Q4 24 | -0.7% | 5.3% | ||
| Q3 24 | 3.5% | 4.7% | ||
| Q2 24 | 2.4% | 5.8% | ||
| Q1 24 | -0.8% | -1.9% |
| Q4 25 | 1.7% | 4.8% | ||
| Q3 25 | 1.2% | 4.3% | ||
| Q2 25 | 2.3% | 3.7% | ||
| Q1 25 | 1.5% | 4.9% | ||
| Q4 24 | 1.8% | 5.6% | ||
| Q3 24 | 1.3% | 4.9% | ||
| Q2 24 | 0.8% | 3.0% | ||
| Q1 24 | 1.4% | 3.0% |
| Q4 25 | 23.98× | — | ||
| Q3 25 | 3.67× | 15.58× | ||
| Q2 25 | 2.75× | 2.34× | ||
| Q1 25 | — | 7.87× | ||
| Q4 24 | — | — | ||
| Q3 24 | 11.28× | 14.36× | ||
| Q2 24 | 5.49× | 7.85× | ||
| Q1 24 | — | 0.87× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARKO
| Fuel Products | $1.4B | 79% |
| Merchandise Products | $338.1M | 19% |
| Other Product | $33.6M | 2% |
AXL
| Driveline | $748.4M | 54% |
| Other | $345.7M | 25% |
| Metal Forming | $289.8M | 21% |
