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Side-by-side financial comparison of AMERICAN AXLE & MANUFACTURING HOLDINGS INC (AXL) and BlueLinx Holdings Inc. (BXC). 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 $748.9M, roughly 1.8× BlueLinx Holdings Inc.). BlueLinx Holdings Inc. runs the higher net margin — 0.2% vs -5.4%, a 5.7% gap on every dollar of revenue. On growth, AMERICAN AXLE & MANUFACTURING HOLDINGS INC posted the faster year-over-year revenue change (0.2% vs 0.2%). AMERICAN AXLE & MANUFACTURING HOLDINGS INC produced more free cash flow last quarter ($54.7M vs $52.7M). Over the past eight quarters, BlueLinx Holdings Inc.'s revenue compounded faster (2.5% 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.
BlueLinx Holdings Inc. is a wholesale distributor of building and industrial products in the United States. Headquartered in Atlanta, Georgia, Shyam Reddy serves as its President and CEO.
AXL vs BXC — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $748.9M |
| Net Profit | $-75.3M | $1.7M |
| Gross Margin | 10.2% | 14.4% |
| Operating Margin | -2.4% | 1.3% |
| Net Margin | -5.4% | 0.2% |
| Revenue YoY | 0.2% | 0.2% |
| Net Profit YoY | -449.6% | -89.7% |
| EPS (diluted) | $-0.62 | $0.20 |
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 | — | ||
| Q3 25 | $1.5B | $748.9M | ||
| Q2 25 | $1.5B | $780.1M | ||
| Q1 25 | $1.4B | $709.2M | ||
| Q4 24 | $1.4B | $710.6M | ||
| Q3 24 | $1.5B | $747.3M | ||
| Q2 24 | $1.6B | $768.4M | ||
| Q1 24 | $1.6B | $726.2M |
| Q4 25 | $-75.3M | — | ||
| Q3 25 | $9.2M | $1.7M | ||
| Q2 25 | $39.3M | $4.3M | ||
| Q1 25 | $7.1M | $2.8M | ||
| Q4 24 | $-13.7M | — | ||
| Q3 24 | $10.0M | $16.0M | ||
| Q2 24 | $18.2M | $14.3M | ||
| Q1 24 | $20.5M | $17.5M |
| Q4 25 | 10.2% | — | ||
| Q3 25 | 12.6% | 14.4% | ||
| Q2 25 | 13.1% | 15.3% | ||
| Q1 25 | 12.3% | 15.7% | ||
| Q4 24 | 11.2% | 15.9% | ||
| Q3 24 | 11.4% | 16.8% | ||
| Q2 24 | 13.3% | 15.9% | ||
| Q1 24 | 12.4% | 17.6% |
| Q4 25 | -2.4% | — | ||
| Q3 25 | 3.2% | 1.3% | ||
| Q2 25 | 3.6% | 1.9% | ||
| Q1 25 | 3.0% | 1.5% | ||
| Q4 24 | 2.6% | 1.7% | ||
| Q3 24 | 2.8% | 3.2% | ||
| Q2 24 | 5.3% | 3.1% | ||
| Q1 24 | 4.8% | 3.8% |
| Q4 25 | -5.4% | — | ||
| Q3 25 | 0.6% | 0.2% | ||
| Q2 25 | 2.6% | 0.6% | ||
| Q1 25 | 0.5% | 0.4% | ||
| Q4 24 | -1.0% | — | ||
| Q3 24 | 0.7% | 2.1% | ||
| Q2 24 | 1.1% | 1.9% | ||
| Q1 24 | 1.3% | 2.4% |
| Q4 25 | $-0.62 | — | ||
| Q3 25 | $0.07 | $0.20 | ||
| Q2 25 | $0.32 | $0.54 | ||
| Q1 25 | $0.06 | $0.33 | ||
| Q4 24 | $-0.11 | $0.67 | ||
| Q3 24 | $0.08 | $1.87 | ||
| Q2 24 | $0.15 | $1.65 | ||
| Q1 24 | $0.17 | $2.00 |
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 | $429.4M |
| Total DebtLower is stronger | $4.0B | $598.5M |
| Stockholders' EquityBook value | $640.0M | $623.0M |
| Total Assets | $6.7B | $1.6B |
| Debt / EquityLower = less leverage | 6.31× | 0.96× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $708.9M | — | ||
| Q3 25 | $714.1M | $429.4M | ||
| Q2 25 | $586.5M | $386.8M | ||
| Q1 25 | $549.2M | $449.0M | ||
| Q4 24 | $552.9M | $505.6M | ||
| Q3 24 | $542.5M | $526.3M | ||
| Q2 24 | $519.9M | $491.4M | ||
| Q1 24 | $469.8M | $481.3M |
| Q4 25 | $4.0B | — | ||
| Q3 25 | $2.6B | $598.5M | ||
| Q2 25 | $2.6B | $596.4M | ||
| Q1 25 | $2.6B | $596.6M | ||
| Q4 24 | $2.6B | $575.1M | ||
| Q3 24 | $2.6B | $576.0M | ||
| Q2 24 | $2.7B | $574.6M | ||
| Q1 24 | $2.7B | $574.0M |
| Q4 25 | $640.0M | — | ||
| Q3 25 | $718.4M | $623.0M | ||
| Q2 25 | $673.0M | $621.3M | ||
| Q1 25 | $596.3M | $636.1M | ||
| Q4 24 | $562.8M | $646.4M | ||
| Q3 24 | $616.3M | $655.6M | ||
| Q2 24 | $609.6M | $652.3M | ||
| Q1 24 | $621.4M | $653.2M |
| Q4 25 | $6.7B | — | ||
| Q3 25 | $5.3B | $1.6B | ||
| Q2 25 | $5.3B | $1.6B | ||
| Q1 25 | $5.1B | $1.6B | ||
| Q4 24 | $5.1B | $1.6B | ||
| Q3 24 | $5.3B | $1.6B | ||
| Q2 24 | $5.3B | $1.6B | ||
| Q1 24 | $5.4B | $1.6B |
| Q4 25 | 6.31× | — | ||
| Q3 25 | 3.61× | 0.96× | ||
| Q2 25 | 3.86× | 0.96× | ||
| Q1 25 | 4.38× | 0.94× | ||
| Q4 24 | 4.58× | 0.89× | ||
| Q3 24 | 4.28× | 0.88× | ||
| Q2 24 | 4.42× | 0.88× | ||
| Q1 24 | 4.40× | 0.88× |
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 | $58.6M |
| Free Cash FlowOCF − Capex | $54.7M | $52.7M |
| FCF MarginFCF / Revenue | 4.0% | 7.0% |
| Capex IntensityCapex / Revenue | 4.8% | 0.8% |
| Cash ConversionOCF / Net Profit | — | 35.42× |
| TTM Free Cash FlowTrailing 4 quarters | $155.1M | $-25.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.5M | — | ||
| Q3 25 | $143.3M | $58.6M | ||
| Q2 25 | $91.9M | $-26.8M | ||
| Q1 25 | $55.9M | $-33.9M | ||
| Q4 24 | $151.2M | $18.7M | ||
| Q3 24 | $143.6M | $61.8M | ||
| Q2 24 | $142.8M | $35.8M | ||
| Q1 24 | $17.8M | $-31.1M |
| Q4 25 | $54.7M | — | ||
| Q3 25 | $79.2M | $52.7M | ||
| Q2 25 | $34.6M | $-36.4M | ||
| Q1 25 | $-13.4M | $-39.8M | ||
| Q4 24 | $73.2M | $-1.5M | ||
| Q3 24 | $70.4M | $53.8M | ||
| Q2 24 | $94.0M | $29.3M | ||
| Q1 24 | $-30.2M | $-36.6M |
| Q4 25 | 4.0% | — | ||
| Q3 25 | 5.3% | 7.0% | ||
| Q2 25 | 2.3% | -4.7% | ||
| Q1 25 | -0.9% | -5.6% | ||
| Q4 24 | 5.3% | -0.2% | ||
| Q3 24 | 4.7% | 7.2% | ||
| Q2 24 | 5.8% | 3.8% | ||
| Q1 24 | -1.9% | -5.0% |
| Q4 25 | 4.8% | — | ||
| Q3 25 | 4.3% | 0.8% | ||
| Q2 25 | 3.7% | 1.2% | ||
| Q1 25 | 4.9% | 0.8% | ||
| Q4 24 | 5.6% | 2.9% | ||
| Q3 24 | 4.9% | 1.1% | ||
| Q2 24 | 3.0% | 0.8% | ||
| Q1 24 | 3.0% | 0.8% |
| Q4 25 | — | — | ||
| Q3 25 | 15.58× | 35.42× | ||
| Q2 25 | 2.34× | -6.21× | ||
| Q1 25 | 7.87× | -12.09× | ||
| Q4 24 | — | — | ||
| Q3 24 | 14.36× | 3.86× | ||
| Q2 24 | 7.85× | 2.50× | ||
| Q1 24 | 0.87× | -1.78× |
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% |
BXC
| Specialty Products | $525.5M | 70% |
| Structural Products | $223.4M | 30% |
