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Side-by-side financial comparison of AMERICAN AXLE & MANUFACTURING HOLDINGS INC (AXL) and Kontoor Brands, Inc. (KTB). 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 $853.2M, roughly 1.6× Kontoor Brands, Inc.). Kontoor Brands, Inc. runs the higher net margin — 4.3% vs -5.4%, a 9.8% gap on every dollar of revenue. On growth, Kontoor Brands, Inc. posted the faster year-over-year revenue change (27.3% vs 0.2%). Kontoor Brands, Inc. produced more free cash flow last quarter ($55.8M vs $54.7M). Over the past eight quarters, Kontoor Brands, Inc.'s revenue compounded faster (14.2% 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.
Kontoor Brands is an American clothing company. It was a spin off from the VF Corporation in May 2019, and markets clothing under the Lee, Wrangler and Helly Hansen brand names.
AXL vs KTB — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $853.2M |
| Net Profit | $-75.3M | $36.9M |
| Gross Margin | 10.2% | 41.3% |
| Operating Margin | -2.4% | 7.5% |
| Net Margin | -5.4% | 4.3% |
| Revenue YoY | 0.2% | 27.3% |
| Net Profit YoY | -449.6% | -47.6% |
| EPS (diluted) | $-0.62 | $0.66 |
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 | — | ||
| Q3 25 | $1.5B | $853.2M | ||
| Q2 25 | $1.5B | $658.3M | ||
| Q1 25 | $1.4B | $622.9M | ||
| Q4 24 | $1.4B | $699.3M | ||
| Q3 24 | $1.5B | $670.2M | ||
| Q2 24 | $1.6B | $606.9M | ||
| Q1 24 | $1.6B | $631.2M |
| Q4 25 | $-75.3M | — | ||
| Q3 25 | $9.2M | $36.9M | ||
| Q2 25 | $39.3M | $73.9M | ||
| Q1 25 | $7.1M | $42.9M | ||
| Q4 24 | $-13.7M | $64.0M | ||
| Q3 24 | $10.0M | $70.5M | ||
| Q2 24 | $18.2M | $51.8M | ||
| Q1 24 | $20.5M | $59.5M |
| Q4 25 | 10.2% | — | ||
| Q3 25 | 12.6% | 41.3% | ||
| Q2 25 | 13.1% | 46.3% | ||
| Q1 25 | 12.3% | 47.5% | ||
| Q4 24 | 11.2% | 43.7% | ||
| Q3 24 | 11.4% | 44.7% | ||
| Q2 24 | 13.3% | 44.7% | ||
| Q1 24 | 12.4% | 45.2% |
| Q4 25 | -2.4% | — | ||
| Q3 25 | 3.2% | 7.5% | ||
| Q2 25 | 3.6% | 11.9% | ||
| Q1 25 | 3.0% | 11.8% | ||
| Q4 24 | 2.6% | 12.1% | ||
| Q3 24 | 2.8% | 14.7% | ||
| Q2 24 | 5.3% | 12.4% | ||
| Q1 24 | 4.8% | 13.4% |
| Q4 25 | -5.4% | — | ||
| Q3 25 | 0.6% | 4.3% | ||
| Q2 25 | 2.6% | 11.2% | ||
| Q1 25 | 0.5% | 6.9% | ||
| Q4 24 | -1.0% | 9.1% | ||
| Q3 24 | 0.7% | 10.5% | ||
| Q2 24 | 1.1% | 8.5% | ||
| Q1 24 | 1.3% | 9.4% |
| Q4 25 | $-0.62 | — | ||
| Q3 25 | $0.07 | $0.66 | ||
| Q2 25 | $0.32 | $1.32 | ||
| Q1 25 | $0.06 | $0.76 | ||
| Q4 24 | $-0.11 | $1.13 | ||
| Q3 24 | $0.08 | $1.26 | ||
| Q2 24 | $0.15 | $0.92 | ||
| Q1 24 | $0.17 | $1.05 |
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 | $82.4M |
| Total DebtLower is stronger | $4.0B | $1.3B |
| Stockholders' EquityBook value | $640.0M | $529.6M |
| Total Assets | $6.7B | $2.9B |
| Debt / EquityLower = less leverage | 6.31× | 2.53× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $708.9M | — | ||
| Q3 25 | $714.1M | $82.4M | ||
| Q2 25 | $586.5M | $107.5M | ||
| Q1 25 | $549.2M | $356.7M | ||
| Q4 24 | $552.9M | $334.1M | ||
| Q3 24 | $542.5M | $269.4M | ||
| Q2 24 | $519.9M | $224.3M | ||
| Q1 24 | $469.8M | $215.1M |
| Q4 25 | $4.0B | — | ||
| Q3 25 | $2.6B | $1.3B | ||
| Q2 25 | $2.6B | $1.4B | ||
| Q1 25 | $2.6B | $735.6M | ||
| Q4 24 | $2.6B | $740.3M | ||
| Q3 24 | $2.6B | $745.0M | ||
| Q2 24 | $2.7B | $749.7M | ||
| Q1 24 | $2.7B | $779.2M |
| Q4 25 | $640.0M | — | ||
| Q3 25 | $718.4M | $529.6M | ||
| Q2 25 | $673.0M | $498.3M | ||
| Q1 25 | $596.3M | $426.7M | ||
| Q4 24 | $562.8M | $400.1M | ||
| Q3 24 | $616.3M | $356.9M | ||
| Q2 24 | $609.6M | $367.2M | ||
| Q1 24 | $621.4M | $387.2M |
| Q4 25 | $6.7B | — | ||
| Q3 25 | $5.3B | $2.9B | ||
| Q2 25 | $5.3B | $2.7B | ||
| Q1 25 | $5.1B | $1.7B | ||
| Q4 24 | $5.1B | $1.7B | ||
| Q3 24 | $5.3B | $1.7B | ||
| Q2 24 | $5.3B | $1.6B | ||
| Q1 24 | $5.4B | $1.7B |
| Q4 25 | 6.31× | — | ||
| Q3 25 | 3.61× | 2.53× | ||
| Q2 25 | 3.86× | 2.74× | ||
| Q1 25 | 4.38× | 1.72× | ||
| Q4 24 | 4.58× | 1.85× | ||
| Q3 24 | 4.28× | 2.09× | ||
| Q2 24 | 4.42× | 2.04× | ||
| Q1 24 | 4.40× | 2.01× |
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 | $64.1M |
| Free Cash FlowOCF − Capex | $54.7M | $55.8M |
| FCF MarginFCF / Revenue | 4.0% | 6.5% |
| Capex IntensityCapex / Revenue | 4.8% | 1.0% |
| Cash ConversionOCF / Net Profit | — | 1.74× |
| TTM Free Cash FlowTrailing 4 quarters | $155.1M | $228.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.5M | — | ||
| Q3 25 | $143.3M | $64.1M | ||
| Q2 25 | $91.9M | $25.7M | ||
| Q1 25 | $55.9M | $77.6M | ||
| Q4 24 | $151.2M | $82.0M | ||
| Q3 24 | $143.6M | $133.6M | ||
| Q2 24 | $142.8M | $96.2M | ||
| Q1 24 | $17.8M | $56.5M |
| Q4 25 | $54.7M | — | ||
| Q3 25 | $79.2M | $55.8M | ||
| Q2 25 | $34.6M | $22.4M | ||
| Q1 25 | $-13.4M | $74.9M | ||
| Q4 24 | $73.2M | $75.0M | ||
| Q3 24 | $70.4M | $129.9M | ||
| Q2 24 | $94.0M | $92.6M | ||
| Q1 24 | $-30.2M | $52.0M |
| Q4 25 | 4.0% | — | ||
| Q3 25 | 5.3% | 6.5% | ||
| Q2 25 | 2.3% | 3.4% | ||
| Q1 25 | -0.9% | 12.0% | ||
| Q4 24 | 5.3% | 10.7% | ||
| Q3 24 | 4.7% | 19.4% | ||
| Q2 24 | 5.8% | 15.3% | ||
| Q1 24 | -1.9% | 8.2% |
| Q4 25 | 4.8% | — | ||
| Q3 25 | 4.3% | 1.0% | ||
| Q2 25 | 3.7% | 0.5% | ||
| Q1 25 | 4.9% | 0.4% | ||
| Q4 24 | 5.6% | 1.0% | ||
| Q3 24 | 4.9% | 0.6% | ||
| Q2 24 | 3.0% | 0.6% | ||
| Q1 24 | 3.0% | 0.7% |
| Q4 25 | — | — | ||
| Q3 25 | 15.58× | 1.74× | ||
| Q2 25 | 2.34× | 0.35× | ||
| Q1 25 | 7.87× | 1.81× | ||
| Q4 24 | — | 1.28× | ||
| Q3 24 | 14.36× | 1.89× | ||
| Q2 24 | 7.85× | 1.86× | ||
| Q1 24 | 0.87× | 0.95× |
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% |
KTB
| International Member | $292.0M | 34% |
| CTC Triangle B.V | $192.7M | 23% |
| Lee Segment | $186.7M | 22% |
| Helly Hansen Segment | $185.9M | 22% |
