vs
Side-by-side financial comparison of AMERICAN AXLE & MANUFACTURING HOLDINGS INC (AXL) and Digital Realty (DLR). Click either name above to swap in a different company.
Digital Realty is the larger business by last-quarter revenue ($1.6B vs $1.4B, roughly 1.2× AMERICAN AXLE & MANUFACTURING HOLDINGS INC). Digital Realty runs the higher net margin — 6.0% vs -5.4%, a 11.5% gap on every dollar of revenue. On growth, Digital Realty posted the faster year-over-year revenue change (16.1% vs 0.2%). Over the past eight quarters, Digital Realty's revenue compounded faster (9.8% 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.
Digital Realty is a real estate investment trust that owns, operates and invests in carrier-neutral data centers across the world. The company offers data center, colocation, and interconnection services.
AXL vs DLR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.6B |
| Net Profit | $-75.3M | $98.6M |
| Gross Margin | 10.2% | — |
| Operating Margin | -2.4% | 6.9% |
| Net Margin | -5.4% | 6.0% |
| Revenue YoY | 0.2% | 16.1% |
| Net Profit YoY | -449.6% | -10.3% |
| EPS (diluted) | $-0.62 | $0.22 |
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 | — | $1.6B | ||
| Q4 25 | $1.4B | $1.6B | ||
| Q3 25 | $1.5B | $1.6B | ||
| Q2 25 | $1.5B | $1.5B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.4B | $1.4B | ||
| Q3 24 | $1.5B | $1.4B | ||
| Q2 24 | $1.6B | $1.4B |
| Q1 26 | — | $98.6M | ||
| Q4 25 | $-75.3M | $98.6M | ||
| Q3 25 | $9.2M | $67.8M | ||
| Q2 25 | $39.3M | $1.0B | ||
| Q1 25 | $7.1M | $110.0M | ||
| Q4 24 | $-13.7M | $189.6M | ||
| Q3 24 | $10.0M | $51.2M | ||
| Q2 24 | $18.2M | $80.2M |
| Q1 26 | — | — | ||
| Q4 25 | 10.2% | — | ||
| Q3 25 | 12.6% | — | ||
| Q2 25 | 13.1% | — | ||
| Q1 25 | 12.3% | — | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | 11.4% | — | ||
| Q2 24 | 13.3% | — |
| Q1 26 | — | 6.9% | ||
| Q4 25 | -2.4% | 6.9% | ||
| Q3 25 | 3.2% | 8.8% | ||
| Q2 25 | 3.6% | 14.2% | ||
| Q1 25 | 3.0% | 13.9% | ||
| Q4 24 | 2.6% | 10.1% | ||
| Q3 24 | 2.8% | 11.8% | ||
| Q2 24 | 5.3% | 0.7% |
| Q1 26 | — | 6.0% | ||
| Q4 25 | -5.4% | 6.0% | ||
| Q3 25 | 0.6% | 4.3% | ||
| Q2 25 | 2.6% | 69.1% | ||
| Q1 25 | 0.5% | 7.8% | ||
| Q4 24 | -1.0% | 13.2% | ||
| Q3 24 | 0.7% | 3.6% | ||
| Q2 24 | 1.1% | 5.9% |
| Q1 26 | — | $0.22 | ||
| Q4 25 | $-0.62 | $0.22 | ||
| Q3 25 | $0.07 | $0.15 | ||
| Q2 25 | $0.32 | $2.94 | ||
| Q1 25 | $0.06 | $0.27 | ||
| Q4 24 | $-0.11 | $0.50 | ||
| Q3 24 | $0.08 | $0.09 | ||
| Q2 24 | $0.15 | $0.20 |
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 | $3.5B |
| Total DebtLower is stronger | $4.0B | — |
| Stockholders' EquityBook value | $640.0M | $22.9B |
| Total Assets | $6.7B | $49.4B |
| Debt / EquityLower = less leverage | 6.31× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $3.5B | ||
| Q4 25 | $708.9M | $3.5B | ||
| Q3 25 | $714.1M | $3.3B | ||
| Q2 25 | $586.5M | $3.6B | ||
| Q1 25 | $549.2M | $2.3B | ||
| Q4 24 | $552.9M | $3.9B | ||
| Q3 24 | $542.5M | $2.2B | ||
| Q2 24 | $519.9M | $2.3B |
| Q1 26 | — | — | ||
| 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 26 | — | $22.9B | ||
| Q4 25 | $640.0M | $22.9B | ||
| Q3 25 | $718.4M | $23.0B | ||
| Q2 25 | $673.0M | $22.9B | ||
| Q1 25 | $596.3M | $21.3B | ||
| Q4 24 | $562.8M | $21.3B | ||
| Q3 24 | $616.3M | $21.2B | ||
| Q2 24 | $609.6M | $20.5B |
| Q1 26 | — | $49.4B | ||
| Q4 25 | $6.7B | $49.4B | ||
| Q3 25 | $5.3B | $48.7B | ||
| Q2 25 | $5.3B | $48.7B | ||
| Q1 25 | $5.1B | $45.1B | ||
| Q4 24 | $5.1B | $45.3B | ||
| Q3 24 | $5.3B | $45.3B | ||
| Q2 24 | $5.3B | $43.6B |
| Q1 26 | — | — | ||
| 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× | — |
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 | — |
| FCF MarginFCF / Revenue | 4.0% | — |
| Capex IntensityCapex / Revenue | 4.8% | — |
| 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 | $719.0M | ||
| Q3 25 | $143.3M | $652.9M | ||
| Q2 25 | $91.9M | $641.2M | ||
| Q1 25 | $55.9M | $399.1M | ||
| Q4 24 | $151.2M | $769.5M | ||
| Q3 24 | $143.6M | $566.5M | ||
| Q2 24 | $142.8M | $573.2M |
| Q1 26 | — | — | ||
| Q4 25 | $54.7M | — | ||
| Q3 25 | $79.2M | — | ||
| Q2 25 | $34.6M | — | ||
| Q1 25 | $-13.4M | — | ||
| Q4 24 | $73.2M | — | ||
| Q3 24 | $70.4M | — | ||
| Q2 24 | $94.0M | — |
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | — | ||
| Q3 25 | 5.3% | — | ||
| Q2 25 | 2.3% | — | ||
| Q1 25 | -0.9% | — | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 4.7% | — | ||
| Q2 24 | 5.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | 4.8% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 3.7% | — | ||
| Q1 25 | 4.9% | — | ||
| Q4 24 | 5.6% | — | ||
| Q3 24 | 4.9% | — | ||
| Q2 24 | 3.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 7.29× | ||
| Q3 25 | 15.58× | 9.63× | ||
| Q2 25 | 2.34× | 0.62× | ||
| Q1 25 | 7.87× | 3.63× | ||
| Q4 24 | — | 4.06× | ||
| Q3 24 | 14.36× | 11.07× | ||
| Q2 24 | 7.85× | 7.15× |
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% |
DLR
Segment breakdown not available.
