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Side-by-side financial comparison of AMERICAN AXLE & MANUFACTURING HOLDINGS INC (AXL) and Bilibili Inc. (BILI). 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 $1.3B, roughly 1.1× Bilibili Inc.). Bilibili Inc. runs the higher net margin — 6.0% vs -5.4%, a 11.4% gap on every dollar of revenue. On growth, Bilibili Inc. posted the faster year-over-year revenue change (26.2% vs 0.2%). Over the past eight quarters, Bilibili Inc.'s revenue compounded faster (27.3% CAGR vs -7.2%).
American Axle & Manufacturing, Inc. (AAM), headquartered in Detroit, Michigan, is an American manufacturer of automobile driveline and drivetrain components and systems.
Bilibili, nicknamed B Site, is a Chinese online video sharing website based in Shanghai where users can submit, view, and add overlaid commentary on videos.
AXL vs BILI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.3B |
| Net Profit | $-75.3M | $75.7M |
| Gross Margin | 10.2% | 37.0% |
| Operating Margin | -2.4% | 5.8% |
| Net Margin | -5.4% | 6.0% |
| Revenue YoY | 0.2% | 26.2% |
| Net Profit YoY | -449.6% | 143.0% |
| EPS (diluted) | $-0.62 | $1.14 |
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 | $1.4B | $1.3B | ||
| Q3 25 | $1.5B | $1.1B | ||
| Q2 25 | $1.5B | $1.0B | ||
| Q1 25 | $1.4B | $965.1M | ||
| Q4 24 | $1.4B | $1.0B | ||
| Q3 24 | $1.5B | $1.0B | ||
| Q2 24 | $1.6B | $843.1M | ||
| Q1 24 | $1.6B | $784.5M |
| Q4 25 | $-75.3M | $75.7M | ||
| Q3 25 | $9.2M | $65.9M | ||
| Q2 25 | $39.3M | $30.5M | ||
| Q1 25 | $7.1M | $-1.5M | ||
| Q4 24 | $-13.7M | $-176.0M | ||
| Q3 24 | $10.0M | $11.4M | ||
| Q2 24 | $18.2M | $83.7M | ||
| Q1 24 | $20.5M | $-105.9M |
| Q4 25 | 10.2% | 37.0% | ||
| Q3 25 | 12.6% | 36.7% | ||
| Q2 25 | 13.1% | 36.5% | ||
| Q1 25 | 12.3% | 36.3% | ||
| Q4 24 | 11.2% | 36.2% | ||
| Q3 24 | 11.4% | 34.9% | ||
| Q2 24 | 13.3% | 29.9% | ||
| Q1 24 | 12.4% | 28.3% |
| Q4 25 | -2.4% | 5.8% | ||
| Q3 25 | 3.2% | 4.6% | ||
| Q2 25 | 3.6% | 3.4% | ||
| Q1 25 | 3.0% | 0.2% | ||
| Q4 24 | 2.6% | -16.0% | ||
| Q3 24 | 2.8% | 0.9% | ||
| Q2 24 | 5.3% | 9.5% | ||
| Q1 24 | 4.8% | -14.5% |
| Q4 25 | -5.4% | 6.0% | ||
| Q3 25 | 0.6% | 6.1% | ||
| Q2 25 | 2.6% | 3.0% | ||
| Q1 25 | 0.5% | -0.2% | ||
| Q4 24 | -1.0% | -17.5% | ||
| Q3 24 | 0.7% | 1.1% | ||
| Q2 24 | 1.1% | 9.9% | ||
| Q1 24 | 1.3% | -13.5% |
| Q4 25 | $-0.62 | $1.14 | ||
| Q3 25 | $0.07 | $1.05 | ||
| Q2 25 | $0.32 | $0.51 | ||
| Q1 25 | $0.06 | $0.00 | ||
| Q4 24 | $-0.11 | $0.21 | ||
| Q3 24 | $0.08 | $-0.03 | ||
| Q2 24 | $0.15 | $-0.20 | ||
| Q1 24 | $0.17 | $-1.80 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $708.9M | $2.7B |
| Total DebtLower is stronger | $4.0B | $1.4B |
| Stockholders' EquityBook value | $640.0M | $2.2B |
| Total Assets | $6.7B | $5.9B |
| Debt / EquityLower = less leverage | 6.31× | 0.62× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $708.9M | $2.7B | ||
| Q3 25 | $714.1M | $2.4B | ||
| Q2 25 | $586.5M | — | ||
| Q1 25 | $549.2M | $1.9B | ||
| Q4 24 | $552.9M | $1.8B | ||
| Q3 24 | $542.5M | $11.7B | ||
| Q2 24 | $519.9M | — | ||
| Q1 24 | $469.8M | $1.1B |
| Q4 25 | $4.0B | $1.4B | ||
| Q3 25 | $2.6B | $1.4B | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.6B | $700.3M | ||
| Q4 24 | $2.6B | $662.5M | ||
| Q3 24 | $2.6B | $4.3B | ||
| Q2 24 | $2.7B | — | ||
| Q1 24 | $2.7B | $684.5M |
| Q4 25 | $640.0M | $2.2B | ||
| Q3 25 | $718.4M | $2.1B | ||
| Q2 25 | $673.0M | — | ||
| Q1 25 | $596.3M | $2.0B | ||
| Q4 24 | $562.8M | $1.9B | ||
| Q3 24 | $616.3M | $13.7B | ||
| Q2 24 | $609.6M | — | ||
| Q1 24 | $621.4M | $1.9B |
| Q4 25 | $6.7B | $5.9B | ||
| Q3 25 | $5.3B | $5.6B | ||
| Q2 25 | $5.3B | — | ||
| Q1 25 | $5.1B | $4.6B | ||
| Q4 24 | $5.1B | $4.5B | ||
| Q3 24 | $5.3B | $32.0B | ||
| Q2 24 | $5.3B | — | ||
| Q1 24 | $5.4B | $4.2B |
| Q4 25 | 6.31× | 0.62× | ||
| Q3 25 | 3.61× | 0.65× | ||
| Q2 25 | 3.86× | — | ||
| Q1 25 | 4.38× | 0.35× | ||
| Q4 24 | 4.58× | 0.34× | ||
| Q3 24 | 4.28× | 0.31× | ||
| Q2 24 | 4.42× | — | ||
| Q1 24 | 4.40× | 0.36× |
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 | $120.5M | $263.1M |
| Free Cash FlowOCF − Capex | $54.7M | — |
| FCF MarginFCF / Revenue | 4.0% | — |
| Capex IntensityCapex / Revenue | 4.8% | — |
| Cash ConversionOCF / Net Profit | — | 3.47× |
| TTM Free Cash FlowTrailing 4 quarters | $155.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.5M | $263.1M | ||
| Q3 25 | $143.3M | $283.2M | ||
| Q2 25 | $91.9M | $277.7M | ||
| Q1 25 | $55.9M | $179.4M | ||
| Q4 24 | $151.2M | $191.9M | ||
| Q3 24 | $143.6M | $2.2B | ||
| Q2 24 | $142.8M | — | ||
| Q1 24 | $17.8M | $88.3M |
| Q4 25 | $54.7M | — | ||
| Q3 25 | $79.2M | — | ||
| Q2 25 | $34.6M | — | ||
| Q1 25 | $-13.4M | $174.5M | ||
| Q4 24 | $73.2M | — | ||
| Q3 24 | $70.4M | — | ||
| Q2 24 | $94.0M | — | ||
| Q1 24 | $-30.2M | — |
| Q4 25 | 4.0% | — | ||
| Q3 25 | 5.3% | — | ||
| Q2 25 | 2.3% | — | ||
| Q1 25 | -0.9% | 18.1% | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 4.7% | — | ||
| Q2 24 | 5.8% | — | ||
| Q1 24 | -1.9% | — |
| Q4 25 | 4.8% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 3.7% | — | ||
| Q1 25 | 4.9% | 0.5% | ||
| Q4 24 | 5.6% | — | ||
| Q3 24 | 4.9% | — | ||
| Q2 24 | 3.0% | — | ||
| Q1 24 | 3.0% | — |
| Q4 25 | — | 3.47× | ||
| Q3 25 | 15.58× | 4.30× | ||
| Q2 25 | 2.34× | 9.11× | ||
| Q1 25 | 7.87× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 14.36× | 195.23× | ||
| Q2 24 | 7.85× | — | ||
| Q1 24 | 0.87× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AXL
| Driveline | $748.4M | 54% |
| Other | $345.7M | 25% |
| Metal Forming | $289.8M | 21% |
BILI
| Value-added services (VAS) | $466.4M | 37% |
| Advertising | $435.0M | 34% |
| Mobile games | $220.3M | 17% |
| Other | $80.8M | 6% |
| IP derivatives and others | $68.2M | 5% |
