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Side-by-side financial comparison of AMERICAN AXLE & MANUFACTURING HOLDINGS INC (AXL) and CVR ENERGY INC (CVI). Click either name above to swap in a different company.
CVR ENERGY INC is the larger business by last-quarter revenue ($2.0B vs $1.4B, roughly 1.4× AMERICAN AXLE & MANUFACTURING HOLDINGS INC). AMERICAN AXLE & MANUFACTURING HOLDINGS INC runs the higher net margin — -5.4% vs -8.1%, a 2.6% gap on every dollar of revenue. On growth, CVR ENERGY INC posted the faster year-over-year revenue change (20.3% vs 0.2%). AMERICAN AXLE & MANUFACTURING HOLDINGS INC produced more free cash flow last quarter ($54.7M vs $21.0M). Over the past eight quarters, CVR ENERGY INC's revenue compounded faster (0.3% 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.
CVR Energy Inc is a United States-based energy holding company operating two core segments: petroleum refining and nitrogen fertilizer manufacturing. It produces a wide range of products including gasoline, diesel, jet fuel, and agricultural fertilizers, primarily serving commercial, industrial and agricultural customers across North America.
AXL vs CVI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $2.0B |
| Net Profit | $-75.3M | $-160.0M |
| Gross Margin | 10.2% | -5.2% |
| Operating Margin | -2.4% | — |
| Net Margin | -5.4% | -8.1% |
| Revenue YoY | 0.2% | 20.3% |
| Net Profit YoY | -449.6% | -56.1% |
| EPS (diluted) | $-0.62 | $-1.91 |
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.
| Q1 26 | — | $2.0B | ||
| Q4 25 | $1.4B | $1.8B | ||
| Q3 25 | $1.5B | $1.9B | ||
| Q2 25 | $1.5B | $1.8B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.4B | $1.9B | ||
| Q3 24 | $1.5B | $1.8B | ||
| Q2 24 | $1.6B | $2.0B |
| Q1 26 | — | $-160.0M | ||
| Q4 25 | $-75.3M | $-110.0M | ||
| Q3 25 | $9.2M | $374.0M | ||
| Q2 25 | $39.3M | $-114.0M | ||
| Q1 25 | $7.1M | $-123.0M | ||
| Q4 24 | $-13.7M | $28.0M | ||
| Q3 24 | $10.0M | $-124.0M | ||
| Q2 24 | $18.2M | $21.0M |
| Q1 26 | — | -5.2% | ||
| Q4 25 | 10.2% | -3.1% | ||
| Q3 25 | 12.6% | 28.8% | ||
| Q2 25 | 13.1% | -3.7% | ||
| Q1 25 | 12.3% | -5.5% | ||
| Q4 24 | 11.2% | 3.0% | ||
| Q3 24 | 11.4% | -3.9% | ||
| Q2 24 | 13.3% | 2.9% |
| Q1 26 | — | — | ||
| Q4 25 | -2.4% | -5.3% | ||
| Q3 25 | 3.2% | 26.3% | ||
| Q2 25 | 3.6% | -5.8% | ||
| Q1 25 | 3.0% | -8.0% | ||
| Q4 24 | 2.6% | 1.1% | ||
| Q3 24 | 2.8% | -6.2% | ||
| Q2 24 | 5.3% | 1.4% |
| Q1 26 | — | -8.1% | ||
| Q4 25 | -5.4% | -6.1% | ||
| Q3 25 | 0.6% | 19.2% | ||
| Q2 25 | 2.6% | -6.5% | ||
| Q1 25 | 0.5% | -7.5% | ||
| Q4 24 | -1.0% | 1.4% | ||
| Q3 24 | 0.7% | -6.8% | ||
| Q2 24 | 1.1% | 1.1% |
| Q1 26 | — | $-1.91 | ||
| Q4 25 | $-0.62 | $-1.09 | ||
| Q3 25 | $0.07 | $3.72 | ||
| Q2 25 | $0.32 | $-1.14 | ||
| Q1 25 | $0.06 | $-1.22 | ||
| Q4 24 | $-0.11 | $0.28 | ||
| Q3 24 | $0.08 | $-1.24 | ||
| Q2 24 | $0.15 | $0.21 |
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 | $512.0M |
| Total DebtLower is stronger | $4.0B | — |
| Stockholders' EquityBook value | $640.0M | — |
| Total Assets | $6.7B | $3.9B |
| Debt / EquityLower = less leverage | 6.31× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $512.0M | ||
| Q4 25 | $708.9M | $511.0M | ||
| Q3 25 | $714.1M | $670.0M | ||
| Q2 25 | $586.5M | $596.0M | ||
| Q1 25 | $549.2M | $695.0M | ||
| Q4 24 | $552.9M | $987.0M | ||
| Q3 24 | $542.5M | $534.0M | ||
| Q2 24 | $519.9M | $586.0M |
| Q1 26 | — | — | ||
| Q4 25 | $4.0B | $1.8B | ||
| Q3 25 | $2.6B | $1.8B | ||
| Q2 25 | $2.6B | $1.8B | ||
| Q1 25 | $2.6B | $1.9B | ||
| Q4 24 | $2.6B | $1.9B | ||
| Q3 24 | $2.6B | $1.6B | ||
| Q2 24 | $2.7B | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | $640.0M | $730.0M | ||
| Q3 25 | $718.4M | $840.0M | ||
| Q2 25 | $673.0M | $466.0M | ||
| Q1 25 | $596.3M | $580.0M | ||
| Q4 24 | $562.8M | $703.0M | ||
| Q3 24 | $616.3M | $675.0M | ||
| Q2 24 | $609.6M | $849.0M |
| Q1 26 | — | $3.9B | ||
| Q4 25 | $6.7B | $3.7B | ||
| Q3 25 | $5.3B | $4.0B | ||
| Q2 25 | $5.3B | $4.0B | ||
| Q1 25 | $5.1B | $4.3B | ||
| Q4 24 | $5.1B | $4.3B | ||
| Q3 24 | $5.3B | $3.9B | ||
| Q2 24 | $5.3B | $4.0B |
| Q1 26 | — | — | ||
| Q4 25 | 6.31× | 2.40× | ||
| Q3 25 | 3.61× | 2.17× | ||
| Q2 25 | 3.86× | 3.97× | ||
| Q1 25 | 4.38× | 3.29× | ||
| Q4 24 | 4.58× | 2.71× | ||
| Q3 24 | 4.28× | 2.33× | ||
| Q2 24 | 4.42× | 1.86× |
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 | — |
| Free Cash FlowOCF − Capex | $54.7M | $21.0M |
| FCF MarginFCF / Revenue | 4.0% | 1.1% |
| Capex IntensityCapex / Revenue | 4.8% | 1.5% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $155.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $120.5M | $0 | ||
| Q3 25 | $143.3M | $163.0M | ||
| Q2 25 | $91.9M | $176.0M | ||
| Q1 25 | $55.9M | $-195.0M | ||
| Q4 24 | $151.2M | $98.0M | ||
| Q3 24 | $143.6M | $48.0M | ||
| Q2 24 | $142.8M | $81.0M |
| Q1 26 | — | $21.0M | ||
| Q4 25 | $54.7M | — | ||
| Q3 25 | $79.2M | $125.0M | ||
| Q2 25 | $34.6M | $135.0M | ||
| Q1 25 | $-13.4M | $-246.0M | ||
| Q4 24 | $73.2M | $43.0M | ||
| Q3 24 | $70.4M | $14.0M | ||
| Q2 24 | $94.0M | $38.0M |
| Q1 26 | — | 1.1% | ||
| Q4 25 | 4.0% | — | ||
| Q3 25 | 5.3% | 6.4% | ||
| Q2 25 | 2.3% | 7.7% | ||
| Q1 25 | -0.9% | -14.9% | ||
| Q4 24 | 5.3% | 2.2% | ||
| Q3 24 | 4.7% | 0.8% | ||
| Q2 24 | 5.8% | 1.9% |
| Q1 26 | — | 1.5% | ||
| Q4 25 | 4.8% | 3.0% | ||
| Q3 25 | 4.3% | 2.0% | ||
| Q2 25 | 3.7% | 2.3% | ||
| Q1 25 | 4.9% | 3.1% | ||
| Q4 24 | 5.6% | 2.8% | ||
| Q3 24 | 4.9% | 1.9% | ||
| Q2 24 | 3.0% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 15.58× | 0.44× | ||
| Q2 25 | 2.34× | — | ||
| Q1 25 | 7.87× | — | ||
| Q4 24 | — | 3.50× | ||
| Q3 24 | 14.36× | — | ||
| Q2 24 | 7.85× | 3.86× |
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% |
CVI
Segment breakdown not available.
