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Side-by-side financial comparison of AMERICAN AXLE & MANUFACTURING HOLDINGS INC (AXL) and GUESS INC (GES). 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 $791.4M, roughly 1.7× GUESS INC). GUESS INC runs the higher net margin — 3.2% vs -5.4%, a 8.7% gap on every dollar of revenue. On growth, GUESS INC posted the faster year-over-year revenue change (7.2% vs 0.2%). AMERICAN AXLE & MANUFACTURING HOLDINGS INC produced more free cash flow last quarter ($54.7M vs $-56.3M). Over the past eight quarters, GUESS INC's revenue compounded faster (-5.8% 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.
Guess?, Inc. is an American clothing company, notable for its black-and-white advertisements. It licenses its brand on other fashion accessories, such as watches, jewelry, perfumes, bags and shoes.
AXL vs GES — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $791.4M |
| Net Profit | $-75.3M | $25.6M |
| Gross Margin | 10.2% | 42.5% |
| Operating Margin | -2.4% | 2.9% |
| Net Margin | -5.4% | 3.2% |
| Revenue YoY | 0.2% | 7.2% |
| Net Profit YoY | -449.6% | 209.6% |
| EPS (diluted) | $-0.62 | $0.48 |
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 | $791.4M | ||
| Q3 25 | $1.5B | $772.9M | ||
| Q2 25 | $1.5B | $647.8M | ||
| Q1 25 | $1.4B | $932.3M | ||
| Q4 24 | $1.4B | $738.5M | ||
| Q3 24 | $1.5B | $732.6M | ||
| Q2 24 | $1.6B | $591.9M | ||
| Q1 24 | $1.6B | $891.0M |
| Q4 25 | $-75.3M | $25.6M | ||
| Q3 25 | $9.2M | $6.2M | ||
| Q2 25 | $39.3M | $-32.9M | ||
| Q1 25 | $7.1M | $81.4M | ||
| Q4 24 | $-13.7M | $-23.4M | ||
| Q3 24 | $10.0M | $-10.6M | ||
| Q2 24 | $18.2M | $13.0M | ||
| Q1 24 | $20.5M | $115.3M |
| Q4 25 | 10.2% | 42.5% | ||
| Q3 25 | 12.6% | 42.5% | ||
| Q2 25 | 13.1% | 39.9% | ||
| Q1 25 | 12.3% | 44.1% | ||
| Q4 24 | 11.2% | 43.6% | ||
| Q3 24 | 11.4% | 43.7% | ||
| Q2 24 | 13.3% | 41.9% | ||
| Q1 24 | 12.4% | 45.4% |
| Q4 25 | -2.4% | 2.9% | ||
| Q3 25 | 3.2% | 2.3% | ||
| Q2 25 | 3.6% | -5.1% | ||
| Q1 25 | 3.0% | 11.1% | ||
| Q4 24 | 2.6% | 5.7% | ||
| Q3 24 | 2.8% | 6.5% | ||
| Q2 24 | 5.3% | -3.4% | ||
| Q1 24 | 4.8% | 16.3% |
| Q4 25 | -5.4% | 3.2% | ||
| Q3 25 | 0.6% | 0.8% | ||
| Q2 25 | 2.6% | -5.1% | ||
| Q1 25 | 0.5% | 8.7% | ||
| Q4 24 | -1.0% | -3.2% | ||
| Q3 24 | 0.7% | -1.4% | ||
| Q2 24 | 1.1% | 2.2% | ||
| Q1 24 | 1.3% | 12.9% |
| Q4 25 | $-0.62 | $0.48 | ||
| Q3 25 | $0.07 | $0.12 | ||
| Q2 25 | $0.32 | $-0.65 | ||
| Q1 25 | $0.06 | $1.29 | ||
| Q4 24 | $-0.11 | $-0.47 | ||
| Q3 24 | $0.08 | $-0.28 | ||
| Q2 24 | $0.15 | $0.23 | ||
| Q1 24 | $0.17 | $1.90 |
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 | $154.2M |
| Total DebtLower is stronger | $4.0B | $299.5M |
| Stockholders' EquityBook value | $640.0M | $508.5M |
| Total Assets | $6.7B | $3.0B |
| Debt / EquityLower = less leverage | 6.31× | 0.59× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $708.9M | $154.2M | ||
| Q3 25 | $714.1M | $189.6M | ||
| Q2 25 | $586.5M | $151.2M | ||
| Q1 25 | $549.2M | $187.7M | ||
| Q4 24 | $552.9M | $140.9M | ||
| Q3 24 | $542.5M | $218.9M | ||
| Q2 24 | $519.9M | $241.7M | ||
| Q1 24 | $469.8M | $360.3M |
| Q4 25 | $4.0B | $299.5M | ||
| Q3 25 | $2.6B | $258.4M | ||
| Q2 25 | $2.6B | $241.7M | ||
| Q1 25 | $2.6B | $150.7M | ||
| Q4 24 | $2.6B | $238.3M | ||
| Q3 24 | $2.6B | $187.8M | ||
| Q2 24 | $2.7B | $196.9M | ||
| Q1 24 | $2.7B | $28.2M |
| Q4 25 | $640.0M | $508.5M | ||
| Q3 25 | $718.4M | $487.6M | ||
| Q2 25 | $673.0M | $483.6M | ||
| Q1 25 | $596.3M | $505.0M | ||
| Q4 24 | $562.8M | $450.7M | ||
| Q3 24 | $616.3M | $491.2M | ||
| Q2 24 | $609.6M | $565.5M | ||
| Q1 24 | $621.4M | $684.9M |
| Q4 25 | $6.7B | $3.0B | ||
| Q3 25 | $5.3B | $3.0B | ||
| Q2 25 | $5.3B | $2.9B | ||
| Q1 25 | $5.1B | $2.8B | ||
| Q4 24 | $5.1B | $2.8B | ||
| Q3 24 | $5.3B | $2.8B | ||
| Q2 24 | $5.3B | $2.7B | ||
| Q1 24 | $5.4B | $2.6B |
| Q4 25 | 6.31× | 0.59× | ||
| Q3 25 | 3.61× | 0.53× | ||
| Q2 25 | 3.86× | 0.50× | ||
| Q1 25 | 4.38× | 0.30× | ||
| Q4 24 | 4.58× | 0.53× | ||
| Q3 24 | 4.28× | 0.38× | ||
| Q2 24 | 4.42× | 0.35× | ||
| Q1 24 | 4.40× | 0.04× |
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 | $-39.5M |
| Free Cash FlowOCF − Capex | $54.7M | $-56.3M |
| FCF MarginFCF / Revenue | 4.0% | -7.1% |
| Capex IntensityCapex / Revenue | 4.8% | 2.1% |
| Cash ConversionOCF / Net Profit | — | -1.54× |
| TTM Free Cash FlowTrailing 4 quarters | $155.1M | $62.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.5M | $-39.5M | ||
| Q3 25 | $143.3M | $74.9M | ||
| Q2 25 | $91.9M | $-73.4M | ||
| Q1 25 | $55.9M | $183.2M | ||
| Q4 24 | $151.2M | $-83.3M | ||
| Q3 24 | $143.6M | $44.7M | ||
| Q2 24 | $142.8M | $-22.9M | ||
| Q1 24 | $17.8M | $289.5M |
| Q4 25 | $54.7M | $-56.3M | ||
| Q3 25 | $79.2M | $53.4M | ||
| Q2 25 | $34.6M | $-95.3M | ||
| Q1 25 | $-13.4M | $160.7M | ||
| Q4 24 | $73.2M | $-105.4M | ||
| Q3 24 | $70.4M | $24.3M | ||
| Q2 24 | $94.0M | $-44.0M | ||
| Q1 24 | $-30.2M | $267.8M |
| Q4 25 | 4.0% | -7.1% | ||
| Q3 25 | 5.3% | 6.9% | ||
| Q2 25 | 2.3% | -14.7% | ||
| Q1 25 | -0.9% | 17.2% | ||
| Q4 24 | 5.3% | -14.3% | ||
| Q3 24 | 4.7% | 3.3% | ||
| Q2 24 | 5.8% | -7.4% | ||
| Q1 24 | -1.9% | 30.1% |
| Q4 25 | 4.8% | 2.1% | ||
| Q3 25 | 4.3% | 2.8% | ||
| Q2 25 | 3.7% | 3.4% | ||
| Q1 25 | 4.9% | 2.4% | ||
| Q4 24 | 5.6% | 3.0% | ||
| Q3 24 | 4.9% | 2.8% | ||
| Q2 24 | 3.0% | 3.6% | ||
| Q1 24 | 3.0% | 2.4% |
| Q4 25 | — | -1.54× | ||
| Q3 25 | 15.58× | 12.00× | ||
| Q2 25 | 2.34× | — | ||
| Q1 25 | 7.87× | 2.25× | ||
| Q4 24 | — | — | ||
| Q3 24 | 14.36× | — | ||
| Q2 24 | 7.85× | -1.76× | ||
| Q1 24 | 0.87× | 2.51× |
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% |
GES
| Products | $760.3M | 96% |
| Royalty | $31.1M | 4% |
