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Side-by-side financial comparison of AMERICAN AXLE & MANUFACTURING HOLDINGS INC (AXL) and Datadog (DDOG). 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 $953.2M, roughly 1.5× Datadog). Datadog runs the higher net margin — 4.9% vs -5.4%, a 10.3% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 0.2%). Datadog produced more free cash flow last quarter ($318.2M vs $54.7M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% 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.
Datadog, Inc. is an American company that provides an observability service for cloud-scale applications, providing monitoring of servers, databases, tools, and services, through a SaaS-based data analytics platform. Founded and headquartered in New York City, the company is a publicly traded entity on the Nasdaq stock exchange.
AXL vs DDOG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $953.2M |
| Net Profit | $-75.3M | $46.6M |
| Gross Margin | 10.2% | 80.4% |
| Operating Margin | -2.4% | 1.0% |
| Net Margin | -5.4% | 4.9% |
| Revenue YoY | 0.2% | 29.2% |
| Net Profit YoY | -449.6% | 2.1% |
| EPS (diluted) | $-0.62 | $0.13 |
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 | $953.2M | ||
| Q3 25 | $1.5B | $885.7M | ||
| Q2 25 | $1.5B | $826.8M | ||
| Q1 25 | $1.4B | $761.6M | ||
| Q4 24 | $1.4B | $737.7M | ||
| Q3 24 | $1.5B | $690.0M | ||
| Q2 24 | $1.6B | $645.3M | ||
| Q1 24 | $1.6B | $611.3M |
| Q4 25 | $-75.3M | $46.6M | ||
| Q3 25 | $9.2M | $33.9M | ||
| Q2 25 | $39.3M | $2.6M | ||
| Q1 25 | $7.1M | $24.6M | ||
| Q4 24 | $-13.7M | $45.6M | ||
| Q3 24 | $10.0M | $51.7M | ||
| Q2 24 | $18.2M | $43.8M | ||
| Q1 24 | $20.5M | $42.6M |
| Q4 25 | 10.2% | 80.4% | ||
| Q3 25 | 12.6% | 80.1% | ||
| Q2 25 | 13.1% | 79.9% | ||
| Q1 25 | 12.3% | 79.3% | ||
| Q4 24 | 11.2% | 80.5% | ||
| Q3 24 | 11.4% | 80.0% | ||
| Q2 24 | 13.3% | 80.9% | ||
| Q1 24 | 12.4% | 82.0% |
| Q4 25 | -2.4% | 1.0% | ||
| Q3 25 | 3.2% | -0.7% | ||
| Q2 25 | 3.6% | -4.3% | ||
| Q1 25 | 3.0% | -1.6% | ||
| Q4 24 | 2.6% | 1.3% | ||
| Q3 24 | 2.8% | 2.9% | ||
| Q2 24 | 5.3% | 2.0% | ||
| Q1 24 | 4.8% | 2.0% |
| Q4 25 | -5.4% | 4.9% | ||
| Q3 25 | 0.6% | 3.8% | ||
| Q2 25 | 2.6% | 0.3% | ||
| Q1 25 | 0.5% | 3.2% | ||
| Q4 24 | -1.0% | 6.2% | ||
| Q3 24 | 0.7% | 7.5% | ||
| Q2 24 | 1.1% | 6.8% | ||
| Q1 24 | 1.3% | 7.0% |
| Q4 25 | $-0.62 | $0.13 | ||
| Q3 25 | $0.07 | $0.10 | ||
| Q2 25 | $0.32 | $0.01 | ||
| Q1 25 | $0.06 | $0.07 | ||
| Q4 24 | $-0.11 | $0.14 | ||
| Q3 24 | $0.08 | $0.14 | ||
| Q2 24 | $0.15 | $0.12 | ||
| Q1 24 | $0.17 | $0.12 |
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 | $401.3M |
| Total DebtLower is stronger | $4.0B | — |
| Stockholders' EquityBook value | $640.0M | $3.7B |
| Total Assets | $6.7B | $6.6B |
| Debt / EquityLower = less leverage | 6.31× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $708.9M | $401.3M | ||
| Q3 25 | $714.1M | $540.6M | ||
| Q2 25 | $586.5M | $489.0M | ||
| Q1 25 | $549.2M | $1.1B | ||
| Q4 24 | $552.9M | $1.2B | ||
| Q3 24 | $542.5M | $337.4M | ||
| Q2 24 | $519.9M | $411.0M | ||
| Q1 24 | $469.8M | $282.2M |
| Q4 25 | $4.0B | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.7B | — | ||
| Q1 24 | $2.7B | — |
| Q4 25 | $640.0M | $3.7B | ||
| Q3 25 | $718.4M | $3.4B | ||
| Q2 25 | $673.0M | $3.2B | ||
| Q1 25 | $596.3M | $2.9B | ||
| Q4 24 | $562.8M | $2.7B | ||
| Q3 24 | $616.3M | $2.6B | ||
| Q2 24 | $609.6M | $2.4B | ||
| Q1 24 | $621.4M | $2.2B |
| Q4 25 | $6.7B | $6.6B | ||
| Q3 25 | $5.3B | $6.1B | ||
| Q2 25 | $5.3B | $5.8B | ||
| Q1 25 | $5.1B | $6.0B | ||
| Q4 24 | $5.1B | $5.8B | ||
| Q3 24 | $5.3B | $4.6B | ||
| Q2 24 | $5.3B | $4.4B | ||
| Q1 24 | $5.4B | $4.1B |
| Q4 25 | 6.31× | — | ||
| Q3 25 | 3.61× | — | ||
| Q2 25 | 3.86× | — | ||
| Q1 25 | 4.38× | — | ||
| Q4 24 | 4.58× | — | ||
| Q3 24 | 4.28× | — | ||
| Q2 24 | 4.42× | — | ||
| Q1 24 | 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 | $120.5M | $327.1M |
| Free Cash FlowOCF − Capex | $54.7M | $318.2M |
| FCF MarginFCF / Revenue | 4.0% | 33.4% |
| Capex IntensityCapex / Revenue | 4.8% | 0.9% |
| Cash ConversionOCF / Net Profit | — | 7.02× |
| TTM Free Cash FlowTrailing 4 quarters | $155.1M | $1.0B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.5M | $327.1M | ||
| Q3 25 | $143.3M | $251.5M | ||
| Q2 25 | $91.9M | $200.1M | ||
| Q1 25 | $55.9M | $271.5M | ||
| Q4 24 | $151.2M | $265.2M | ||
| Q3 24 | $143.6M | $228.7M | ||
| Q2 24 | $142.8M | $164.4M | ||
| Q1 24 | $17.8M | $212.3M |
| Q4 25 | $54.7M | $318.2M | ||
| Q3 25 | $79.2M | $234.7M | ||
| Q2 25 | $34.6M | $184.9M | ||
| Q1 25 | $-13.4M | $262.8M | ||
| Q4 24 | $73.2M | $257.5M | ||
| Q3 24 | $70.4M | $220.3M | ||
| Q2 24 | $94.0M | $160.0M | ||
| Q1 24 | $-30.2M | $198.1M |
| Q4 25 | 4.0% | 33.4% | ||
| Q3 25 | 5.3% | 26.5% | ||
| Q2 25 | 2.3% | 22.4% | ||
| Q1 25 | -0.9% | 34.5% | ||
| Q4 24 | 5.3% | 34.9% | ||
| Q3 24 | 4.7% | 31.9% | ||
| Q2 24 | 5.8% | 24.8% | ||
| Q1 24 | -1.9% | 32.4% |
| Q4 25 | 4.8% | 0.9% | ||
| Q3 25 | 4.3% | 1.9% | ||
| Q2 25 | 3.7% | 1.8% | ||
| Q1 25 | 4.9% | 1.1% | ||
| Q4 24 | 5.6% | 1.1% | ||
| Q3 24 | 4.9% | 1.2% | ||
| Q2 24 | 3.0% | 0.7% | ||
| Q1 24 | 3.0% | 2.3% |
| Q4 25 | — | 7.02× | ||
| Q3 25 | 15.58× | 7.42× | ||
| Q2 25 | 2.34× | 75.58× | ||
| Q1 25 | 7.87× | 11.02× | ||
| Q4 24 | — | 5.82× | ||
| Q3 24 | 14.36× | 4.42× | ||
| Q2 24 | 7.85× | 3.75× | ||
| Q1 24 | 0.87× | 4.98× |
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% |
DDOG
| North America | $678.7M | 71% |
| International | $274.5M | 29% |
