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Side-by-side financial comparison of AMERICAN AXLE & MANUFACTURING HOLDINGS INC (AXL) and Coca-Cola Consolidated, Inc. (COKE). Click either name above to swap in a different company.
Coca-Cola Consolidated, Inc. is the larger business by last-quarter revenue ($1.9B vs $1.4B, roughly 1.4× AMERICAN AXLE & MANUFACTURING HOLDINGS INC). Coca-Cola Consolidated, Inc. runs the higher net margin — 7.2% vs -5.4%, a 12.6% gap on every dollar of revenue. On growth, Coca-Cola Consolidated, Inc. posted the faster year-over-year revenue change (9.0% vs 0.2%). Coca-Cola Consolidated, Inc. produced more free cash flow last quarter ($106.7M vs $54.7M). Over the past eight quarters, Coca-Cola Consolidated, Inc.'s revenue compounded faster (9.4% 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.
Coca-Cola Consolidated, Inc., headquartered in Charlotte, North Carolina, is the largest independent Coca-Cola bottler in the United States.
AXL vs COKE — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.9B |
| Net Profit | $-75.3M | $137.3M |
| Gross Margin | 10.2% | 39.6% |
| Operating Margin | -2.4% | 12.7% |
| Net Margin | -5.4% | 7.2% |
| Revenue YoY | 0.2% | 9.0% |
| Net Profit YoY | -449.6% | -23.3% |
| EPS (diluted) | $-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 | $1.4B | $1.9B | ||
| Q3 25 | $1.5B | $1.9B | ||
| Q2 25 | $1.5B | $1.9B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.4B | $1.7B | ||
| Q3 24 | $1.5B | $1.8B | ||
| Q2 24 | $1.6B | $1.8B | ||
| Q1 24 | $1.6B | $1.6B |
| Q4 25 | $-75.3M | $137.3M | ||
| Q3 25 | $9.2M | $142.3M | ||
| Q2 25 | $39.3M | $187.4M | ||
| Q1 25 | $7.1M | $103.6M | ||
| Q4 24 | $-13.7M | $178.9M | ||
| Q3 24 | $10.0M | $115.6M | ||
| Q2 24 | $18.2M | $172.8M | ||
| Q1 24 | $20.5M | $165.7M |
| Q4 25 | 10.2% | 39.6% | ||
| Q3 25 | 12.6% | 39.6% | ||
| Q2 25 | 13.1% | 40.0% | ||
| Q1 25 | 12.3% | 39.7% | ||
| Q4 24 | 11.2% | 40.0% | ||
| Q3 24 | 11.4% | 39.5% | ||
| Q2 24 | 13.3% | 39.9% | ||
| Q1 24 | 12.4% | 40.2% |
| Q4 25 | -2.4% | 12.7% | ||
| Q3 25 | 3.2% | 13.1% | ||
| Q2 25 | 3.6% | 14.7% | ||
| Q1 25 | 3.0% | 12.0% | ||
| Q4 24 | 2.6% | 12.5% | ||
| Q3 24 | 2.8% | 12.9% | ||
| Q2 24 | 5.3% | 14.4% | ||
| Q1 24 | 4.8% | 13.5% |
| Q4 25 | -5.4% | 7.2% | ||
| Q3 25 | 0.6% | 7.5% | ||
| Q2 25 | 2.6% | 10.1% | ||
| Q1 25 | 0.5% | 6.6% | ||
| Q4 24 | -1.0% | 10.2% | ||
| Q3 24 | 0.7% | 6.5% | ||
| Q2 24 | 1.1% | 9.6% | ||
| Q1 24 | 1.3% | 10.4% |
| Q4 25 | $-0.62 | — | ||
| Q3 25 | $0.07 | — | ||
| Q2 25 | $0.32 | — | ||
| Q1 25 | $0.06 | — | ||
| Q4 24 | $-0.11 | — | ||
| Q3 24 | $0.08 | — | ||
| Q2 24 | $0.15 | — | ||
| Q1 24 | $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 | $708.9M | $281.9M |
| Total DebtLower is stronger | $4.0B | $2.8B |
| Stockholders' EquityBook value | $640.0M | $-739.7M |
| Total Assets | $6.7B | $4.3B |
| Debt / EquityLower = less leverage | 6.31× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $708.9M | $281.9M | ||
| Q3 25 | $714.1M | $1.5B | ||
| Q2 25 | $586.5M | $1.2B | ||
| Q1 25 | $549.2M | $1.2B | ||
| Q4 24 | $552.9M | $1.1B | ||
| Q3 24 | $542.5M | $1.2B | ||
| Q2 24 | $519.9M | $1.7B | ||
| Q1 24 | $469.8M | $401.3M |
| Q4 25 | $4.0B | $2.8B | ||
| Q3 25 | $2.6B | $1.8B | ||
| Q2 25 | $2.6B | $1.8B | ||
| Q1 25 | $2.6B | $1.8B | ||
| Q4 24 | $2.6B | $1.8B | ||
| Q3 24 | $2.6B | $1.8B | ||
| Q2 24 | $2.7B | $1.8B | ||
| Q1 24 | $2.7B | $599.3M |
| Q4 25 | $640.0M | $-739.7M | ||
| Q3 25 | $718.4M | $1.6B | ||
| Q2 25 | $673.0M | $1.6B | ||
| Q1 25 | $596.3M | $1.5B | ||
| Q4 24 | $562.8M | $1.4B | ||
| Q3 24 | $616.3M | $1.3B | ||
| Q2 24 | $609.6M | $1.2B | ||
| Q1 24 | $621.4M | $1.6B |
| Q4 25 | $6.7B | $4.3B | ||
| Q3 25 | $5.3B | $5.7B | ||
| Q2 25 | $5.3B | $5.5B | ||
| Q1 25 | $5.1B | $5.4B | ||
| Q4 24 | $5.1B | $5.3B | ||
| Q3 24 | $5.3B | $5.3B | ||
| Q2 24 | $5.3B | $5.7B | ||
| Q1 24 | $5.4B | $4.3B |
| Q4 25 | 6.31× | — | ||
| Q3 25 | 3.61× | 1.09× | ||
| Q2 25 | 3.86× | 1.10× | ||
| Q1 25 | 4.38× | 1.19× | ||
| Q4 24 | 4.58× | 1.26× | ||
| Q3 24 | 4.28× | 1.39× | ||
| Q2 24 | 4.42× | 1.49× | ||
| Q1 24 | 4.40× | 0.37× |
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 | $209.0M |
| Free Cash FlowOCF − Capex | $54.7M | $106.7M |
| FCF MarginFCF / Revenue | 4.0% | 5.6% |
| Capex IntensityCapex / Revenue | 4.8% | 5.4% |
| Cash ConversionOCF / Net Profit | — | 1.52× |
| TTM Free Cash FlowTrailing 4 quarters | $155.1M | $619.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.5M | $209.0M | ||
| Q3 25 | $143.3M | $316.7M | ||
| Q2 25 | $91.9M | $208.1M | ||
| Q1 25 | $55.9M | $198.2M | ||
| Q4 24 | $151.2M | $168.5M | ||
| Q3 24 | $143.6M | $270.8M | ||
| Q2 24 | $142.8M | $242.9M | ||
| Q1 24 | $17.8M | $194.3M |
| Q4 25 | $54.7M | $106.7M | ||
| Q3 25 | $79.2M | $264.1M | ||
| Q2 25 | $34.6M | $148.5M | ||
| Q1 25 | $-13.4M | $100.3M | ||
| Q4 24 | $73.2M | $84.8M | ||
| Q3 24 | $70.4M | $142.8M | ||
| Q2 24 | $94.0M | $160.5M | ||
| Q1 24 | $-30.2M | $117.2M |
| Q4 25 | 4.0% | 5.6% | ||
| Q3 25 | 5.3% | 14.0% | ||
| Q2 25 | 2.3% | 8.0% | ||
| Q1 25 | -0.9% | 6.3% | ||
| Q4 24 | 5.3% | 4.9% | ||
| Q3 24 | 4.7% | 8.1% | ||
| Q2 24 | 5.8% | 8.9% | ||
| Q1 24 | -1.9% | 7.4% |
| Q4 25 | 4.8% | 5.4% | ||
| Q3 25 | 4.3% | 2.8% | ||
| Q2 25 | 3.7% | 3.2% | ||
| Q1 25 | 4.9% | 6.2% | ||
| Q4 24 | 5.6% | 4.8% | ||
| Q3 24 | 4.9% | 7.2% | ||
| Q2 24 | 3.0% | 4.6% | ||
| Q1 24 | 3.0% | 4.8% |
| Q4 25 | — | 1.52× | ||
| Q3 25 | 15.58× | 2.22× | ||
| Q2 25 | 2.34× | 1.11× | ||
| Q1 25 | 7.87× | 1.91× | ||
| Q4 24 | — | 0.94× | ||
| Q3 24 | 14.36× | 2.34× | ||
| Q2 24 | 7.85× | 1.41× | ||
| Q1 24 | 0.87× | 1.17× |
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% |
COKE
| Transferred At Point In Time | $1.9B | 99% |
| Transferred Over Time | $15.1M | 1% |
