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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and AMERICAN AXLE & MANUFACTURING HOLDINGS INC (AXL). Click either name above to swap in a different company.
AMERICAN AXLE & MANUFACTURING HOLDINGS INC is the larger business by last-quarter revenue ($1.4B vs $446.6M, roughly 3.1× Atmus Filtration Technologies Inc.). Atmus Filtration Technologies Inc. runs the higher net margin — 10.7% vs -5.4%, a 16.2% gap on every dollar of revenue. On growth, Atmus Filtration Technologies Inc. posted the faster year-over-year revenue change (9.8% vs 0.2%). AMERICAN AXLE & MANUFACTURING HOLDINGS INC produced more free cash flow last quarter ($54.7M vs $31.2M). Over the past eight quarters, Atmus Filtration Technologies Inc.'s revenue compounded faster (2.3% CAGR vs -7.2%).
Atmus Filtration Technologies Inc. designs, manufactures and distributes high-performance filtration products and tailored solutions. Its portfolio covers air, fuel, oil and hydraulic filtration systems, serving global automotive, heavy-duty vehicle, industrial equipment and aerospace end markets, for both original equipment manufacturers and aftermarket replacement customers.
American Axle & Manufacturing, Inc. (AAM), headquartered in Detroit, Michigan, is an American manufacturer of automobile driveline and drivetrain components and systems.
ATMU vs AXL — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $1.4B |
| Net Profit | $48.0M | $-75.3M |
| Gross Margin | 28.5% | 10.2% |
| Operating Margin | 15.8% | -2.4% |
| Net Margin | 10.7% | -5.4% |
| Revenue YoY | 9.8% | 0.2% |
| Net Profit YoY | 19.7% | -449.6% |
| EPS (diluted) | $0.58 | $-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 | $446.6M | $1.4B | ||
| Q3 25 | $447.7M | $1.5B | ||
| Q2 25 | $453.5M | $1.5B | ||
| Q1 25 | $416.5M | $1.4B | ||
| Q4 24 | $406.7M | $1.4B | ||
| Q3 24 | $403.7M | $1.5B | ||
| Q2 24 | $432.6M | $1.6B | ||
| Q1 24 | $426.6M | $1.6B |
| Q4 25 | $48.0M | $-75.3M | ||
| Q3 25 | $54.8M | $9.2M | ||
| Q2 25 | $59.9M | $39.3M | ||
| Q1 25 | $44.7M | $7.1M | ||
| Q4 24 | $40.1M | $-13.7M | ||
| Q3 24 | $43.8M | $10.0M | ||
| Q2 24 | $56.2M | $18.2M | ||
| Q1 24 | $45.5M | $20.5M |
| Q4 25 | 28.5% | 10.2% | ||
| Q3 25 | 28.9% | 12.6% | ||
| Q2 25 | 28.9% | 13.1% | ||
| Q1 25 | 26.5% | 12.3% | ||
| Q4 24 | 26.3% | 11.2% | ||
| Q3 24 | 27.6% | 11.4% | ||
| Q2 24 | 30.5% | 13.3% | ||
| Q1 24 | 26.2% | 12.4% |
| Q4 25 | 15.8% | -2.4% | ||
| Q3 25 | 18.3% | 3.2% | ||
| Q2 25 | 18.0% | 3.6% | ||
| Q1 25 | 15.6% | 3.0% | ||
| Q4 24 | 13.4% | 2.6% | ||
| Q3 24 | 15.7% | 2.8% | ||
| Q2 24 | 18.4% | 5.3% | ||
| Q1 24 | 16.1% | 4.8% |
| Q4 25 | 10.7% | -5.4% | ||
| Q3 25 | 12.2% | 0.6% | ||
| Q2 25 | 13.2% | 2.6% | ||
| Q1 25 | 10.7% | 0.5% | ||
| Q4 24 | 9.9% | -1.0% | ||
| Q3 24 | 10.8% | 0.7% | ||
| Q2 24 | 13.0% | 1.1% | ||
| Q1 24 | 10.7% | 1.3% |
| Q4 25 | $0.58 | $-0.62 | ||
| Q3 25 | $0.66 | $0.07 | ||
| Q2 25 | $0.72 | $0.32 | ||
| Q1 25 | $0.54 | $0.06 | ||
| Q4 24 | $0.49 | $-0.11 | ||
| Q3 24 | $0.52 | $0.08 | ||
| Q2 24 | $0.67 | $0.15 | ||
| Q1 24 | $0.54 | $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 | $236.4M | $708.9M |
| Total DebtLower is stronger | $570.0M | $4.0B |
| Stockholders' EquityBook value | $378.5M | $640.0M |
| Total Assets | $1.4B | $6.7B |
| Debt / EquityLower = less leverage | 1.51× | 6.31× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $236.4M | $708.9M | ||
| Q3 25 | $218.3M | $714.1M | ||
| Q2 25 | $190.8M | $586.5M | ||
| Q1 25 | $183.3M | $549.2M | ||
| Q4 24 | $184.3M | $552.9M | ||
| Q3 24 | $196.8M | $542.5M | ||
| Q2 24 | $160.5M | $519.9M | ||
| Q1 24 | $149.2M | $469.8M |
| Q4 25 | $570.0M | $4.0B | ||
| Q3 25 | $577.5M | $2.6B | ||
| Q2 25 | $585.0M | $2.6B | ||
| Q1 25 | $588.8M | $2.6B | ||
| Q4 24 | $592.5M | $2.6B | ||
| Q3 24 | $596.2M | $2.6B | ||
| Q2 24 | $600.0M | $2.7B | ||
| Q1 24 | $600.0M | $2.7B |
| Q4 25 | $378.5M | $640.0M | ||
| Q3 25 | $336.7M | $718.4M | ||
| Q2 25 | $316.3M | $673.0M | ||
| Q1 25 | $265.3M | $596.3M | ||
| Q4 24 | $227.4M | $562.8M | ||
| Q3 24 | $221.2M | $616.3M | ||
| Q2 24 | $178.1M | $609.6M | ||
| Q1 24 | $121.8M | $621.4M |
| Q4 25 | $1.4B | $6.7B | ||
| Q3 25 | $1.3B | $5.3B | ||
| Q2 25 | $1.3B | $5.3B | ||
| Q1 25 | $1.2B | $5.1B | ||
| Q4 24 | $1.2B | $5.1B | ||
| Q3 24 | $1.2B | $5.3B | ||
| Q2 24 | $1.2B | $5.3B | ||
| Q1 24 | $1.1B | $5.4B |
| Q4 25 | 1.51× | 6.31× | ||
| Q3 25 | 1.72× | 3.61× | ||
| Q2 25 | 1.85× | 3.86× | ||
| Q1 25 | 2.22× | 4.38× | ||
| Q4 24 | 2.61× | 4.58× | ||
| Q3 24 | 2.70× | 4.28× | ||
| Q2 24 | 3.37× | 4.42× | ||
| Q1 24 | 4.93× | 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 | $47.5M | $120.5M |
| Free Cash FlowOCF − Capex | $31.2M | $54.7M |
| FCF MarginFCF / Revenue | 7.0% | 4.0% |
| Capex IntensityCapex / Revenue | 3.6% | 4.8% |
| Cash ConversionOCF / Net Profit | 0.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | $155.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.5M | $120.5M | ||
| Q3 25 | $82.1M | $143.3M | ||
| Q2 25 | $44.4M | $91.9M | ||
| Q1 25 | $28.7M | $55.9M | ||
| Q4 24 | $20.0M | $151.2M | ||
| Q3 24 | $70.7M | $143.6M | ||
| Q2 24 | $22.9M | $142.8M | ||
| Q1 24 | $-8.2M | $17.8M |
| Q4 25 | $31.2M | $54.7M | ||
| Q3 25 | $68.9M | $79.2M | ||
| Q2 25 | $32.4M | $34.6M | ||
| Q1 25 | $16.3M | $-13.4M | ||
| Q4 24 | $10.0M | $73.2M | ||
| Q3 24 | $54.3M | $70.4M | ||
| Q2 24 | $11.3M | $94.0M | ||
| Q1 24 | $-18.8M | $-30.2M |
| Q4 25 | 7.0% | 4.0% | ||
| Q3 25 | 15.4% | 5.3% | ||
| Q2 25 | 7.1% | 2.3% | ||
| Q1 25 | 3.9% | -0.9% | ||
| Q4 24 | 2.5% | 5.3% | ||
| Q3 24 | 13.5% | 4.7% | ||
| Q2 24 | 2.6% | 5.8% | ||
| Q1 24 | -4.4% | -1.9% |
| Q4 25 | 3.6% | 4.8% | ||
| Q3 25 | 2.9% | 4.3% | ||
| Q2 25 | 2.6% | 3.7% | ||
| Q1 25 | 3.0% | 4.9% | ||
| Q4 24 | 2.5% | 5.6% | ||
| Q3 24 | 4.1% | 4.9% | ||
| Q2 24 | 2.7% | 3.0% | ||
| Q1 24 | 2.5% | 3.0% |
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.50× | 15.58× | ||
| Q2 25 | 0.74× | 2.34× | ||
| Q1 25 | 0.64× | 7.87× | ||
| Q4 24 | 0.50× | — | ||
| Q3 24 | 1.61× | 14.36× | ||
| Q2 24 | 0.41× | 7.85× | ||
| Q1 24 | -0.18× | 0.87× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ATMU
| Fuel Products | $219.1M | 49% |
| Lube | $84.8M | 19% |
| Air | $74.0M | 17% |
| Other | $68.7M | 15% |
| Related Party | $14.9M | 3% |
AXL
| Driveline | $748.4M | 54% |
| Other | $345.7M | 25% |
| Metal Forming | $289.8M | 21% |
