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Side-by-side financial comparison of AMERICAN AXLE & MANUFACTURING HOLDINGS INC (AXL) and Mobileye Global Inc. (MBLY). Click either name above to swap in a different company.
Mobileye Global Inc. is the larger business by last-quarter revenue ($1.9B vs $1.4B, roughly 1.4× AMERICAN AXLE & MANUFACTURING HOLDINGS INC). On growth, Mobileye Global Inc. posted the faster year-over-year revenue change (27.4% vs 0.2%). Over the past eight quarters, Mobileye Global Inc.'s revenue compounded faster (109.9% 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.
Mobileye Global Inc. is a United States-domiciled, Israel-headquartered autonomous driving company. It is developing self-driving technologies and advanced driver-assistance systems (ADAS) including cameras, computer chips, and software. Mobileye was acquired by Intel in 2017 and went public again in 2022.
AXL vs MBLY — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.9B |
| Net Profit | $-75.3M | — |
| Gross Margin | 10.2% | 14.2% |
| Operating Margin | -2.4% | — |
| Net Margin | -5.4% | — |
| Revenue YoY | 0.2% | 27.4% |
| Net Profit YoY | -449.6% | — |
| EPS (diluted) | $-0.62 | — |
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 | — | $1.9B | ||
| Q4 25 | $1.4B | $446.0M | ||
| Q3 25 | $1.5B | $504.0M | ||
| Q2 25 | $1.5B | $506.0M | ||
| Q1 25 | $1.4B | $438.0M | ||
| Q4 24 | $1.4B | $490.0M | ||
| Q3 24 | $1.5B | $486.0M | ||
| Q2 24 | $1.6B | $439.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-75.3M | $-127.0M | ||
| Q3 25 | $9.2M | $-96.0M | ||
| Q2 25 | $39.3M | $-67.0M | ||
| Q1 25 | $7.1M | $-102.0M | ||
| Q4 24 | $-13.7M | $-71.0M | ||
| Q3 24 | $10.0M | $-2.7B | ||
| Q2 24 | $18.2M | $-86.0M |
| Q1 26 | — | 14.2% | ||
| Q4 25 | 10.2% | 45.3% | ||
| Q3 25 | 12.6% | 48.2% | ||
| Q2 25 | 13.1% | 49.8% | ||
| Q1 25 | 12.3% | 47.3% | ||
| Q4 24 | 11.2% | 49.2% | ||
| Q3 24 | 11.4% | 48.8% | ||
| Q2 24 | 13.3% | 47.6% |
| Q1 26 | — | — | ||
| Q4 25 | -2.4% | -31.4% | ||
| Q3 25 | 3.2% | -21.6% | ||
| Q2 25 | 3.6% | -14.6% | ||
| Q1 25 | 3.0% | -26.7% | ||
| Q4 24 | 2.6% | -17.6% | ||
| Q3 24 | 2.8% | -577.6% | ||
| Q2 24 | 5.3% | -21.4% |
| Q1 26 | — | — | ||
| Q4 25 | -5.4% | -28.5% | ||
| Q3 25 | 0.6% | -19.0% | ||
| Q2 25 | 2.6% | -13.2% | ||
| Q1 25 | 0.5% | -23.3% | ||
| Q4 24 | -1.0% | -14.5% | ||
| Q3 24 | 0.7% | -558.6% | ||
| Q2 24 | 1.1% | -19.6% |
| Q1 26 | — | — | ||
| Q4 25 | $-0.62 | $-0.15 | ||
| Q3 25 | $0.07 | $-0.12 | ||
| Q2 25 | $0.32 | $-0.08 | ||
| Q1 25 | $0.06 | $-0.13 | ||
| Q4 24 | $-0.11 | $-0.09 | ||
| Q3 24 | $0.08 | $-3.35 | ||
| Q2 24 | $0.15 | $-0.11 |
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 | $1.2B |
| Total DebtLower is stronger | $4.0B | — |
| Stockholders' EquityBook value | $640.0M | $8.2B |
| Total Assets | $6.7B | $8.7B |
| Debt / EquityLower = less leverage | 6.31× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.2B | ||
| Q4 25 | $708.9M | $1.8B | ||
| Q3 25 | $714.1M | $1.7B | ||
| Q2 25 | $586.5M | $1.7B | ||
| Q1 25 | $549.2M | $1.5B | ||
| Q4 24 | $552.9M | $1.4B | ||
| Q3 24 | $542.5M | $1.3B | ||
| Q2 24 | $519.9M | $1.2B |
| 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 | — | $8.2B | ||
| Q4 25 | $640.0M | $11.9B | ||
| Q3 25 | $718.4M | $11.9B | ||
| Q2 25 | $673.0M | $12.1B | ||
| Q1 25 | $596.3M | $12.0B | ||
| Q4 24 | $562.8M | $12.1B | ||
| Q3 24 | $616.3M | $12.1B | ||
| Q2 24 | $609.6M | $14.7B |
| Q1 26 | — | $8.7B | ||
| Q4 25 | $6.7B | $12.5B | ||
| Q3 25 | $5.3B | $12.5B | ||
| Q2 25 | $5.3B | $12.6B | ||
| Q1 25 | $5.1B | $12.5B | ||
| Q4 24 | $5.1B | $12.6B | ||
| Q3 24 | $5.3B | $12.6B | ||
| Q2 24 | $5.3B | $15.3B |
| 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 | $75.0M |
| 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 | — | $75.0M | ||
| Q4 25 | $120.5M | $113.0M | ||
| Q3 25 | $143.3M | $167.0M | ||
| Q2 25 | $91.9M | $213.0M | ||
| Q1 25 | $55.9M | $109.0M | ||
| Q4 24 | $151.2M | $204.0M | ||
| Q3 24 | $143.6M | $126.0M | ||
| Q2 24 | $142.8M | $30.0M |
| Q1 26 | — | — | ||
| Q4 25 | $54.7M | $86.0M | ||
| Q3 25 | $79.2M | $143.0M | ||
| Q2 25 | $34.6M | $199.0M | ||
| Q1 25 | $-13.4M | $95.0M | ||
| Q4 24 | $73.2M | $191.0M | ||
| Q3 24 | $70.4M | $104.0M | ||
| Q2 24 | $94.0M | $6.0M |
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 19.3% | ||
| Q3 25 | 5.3% | 28.4% | ||
| Q2 25 | 2.3% | 39.3% | ||
| Q1 25 | -0.9% | 21.7% | ||
| Q4 24 | 5.3% | 39.0% | ||
| Q3 24 | 4.7% | 21.4% | ||
| Q2 24 | 5.8% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 4.8% | 6.1% | ||
| Q3 25 | 4.3% | 4.8% | ||
| Q2 25 | 3.7% | 2.8% | ||
| Q1 25 | 4.9% | 3.2% | ||
| Q4 24 | 5.6% | 2.7% | ||
| Q3 24 | 4.9% | 4.5% | ||
| Q2 24 | 3.0% | 5.5% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 15.58× | — | ||
| Q2 25 | 2.34× | — | ||
| Q1 25 | 7.87× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 14.36× | — | ||
| Q2 24 | 7.85× | — |
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% |
MBLY
Segment breakdown not available.
