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Side-by-side financial comparison of AMERICAN AXLE & MANUFACTURING HOLDINGS INC (AXL) and Noble Corp plc (NE). 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 $764.4M, roughly 1.8× Noble Corp plc). Noble Corp plc runs the higher net margin — 11.3% vs -5.4%, a 16.8% gap on every dollar of revenue. On growth, AMERICAN AXLE & MANUFACTURING HOLDINGS INC posted the faster year-over-year revenue change (0.2% vs -17.6%). AMERICAN AXLE & MANUFACTURING HOLDINGS INC produced more free cash flow last quarter ($54.7M vs $35.4M). Over the past eight quarters, Noble Corp plc's revenue compounded faster (9.5% 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.
Barnes & Noble Booksellers is an American bookseller with the largest number of retail outlets in the United States. The company operates approximately 700+ retail stores across the United States.
AXL vs NE — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $764.4M |
| Net Profit | $-75.3M | $86.6M |
| Gross Margin | 10.2% | — |
| Operating Margin | -2.4% | 5.6% |
| Net Margin | -5.4% | 11.3% |
| Revenue YoY | 0.2% | -17.6% |
| Net Profit YoY | -449.6% | -10.4% |
| EPS (diluted) | $-0.62 | $0.54 |
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 | $764.4M | ||
| Q3 25 | $1.5B | $798.0M | ||
| Q2 25 | $1.5B | $848.7M | ||
| Q1 25 | $1.4B | $874.5M | ||
| Q4 24 | $1.4B | $927.3M | ||
| Q3 24 | $1.5B | $800.5M | ||
| Q2 24 | $1.6B | $692.8M | ||
| Q1 24 | $1.6B | $637.1M |
| Q4 25 | $-75.3M | $86.6M | ||
| Q3 25 | $9.2M | $-21.1M | ||
| Q2 25 | $39.3M | $42.9M | ||
| Q1 25 | $7.1M | $108.3M | ||
| Q4 24 | $-13.7M | $96.6M | ||
| Q3 24 | $10.0M | $61.2M | ||
| Q2 24 | $18.2M | $195.0M | ||
| Q1 24 | $20.5M | $95.5M |
| 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 24 | 12.4% | — |
| Q4 25 | -2.4% | 5.6% | ||
| Q3 25 | 3.2% | 6.3% | ||
| Q2 25 | 3.6% | 15.9% | ||
| Q1 25 | 3.0% | 21.4% | ||
| Q4 24 | 2.6% | 18.4% | ||
| Q3 24 | 2.8% | 14.4% | ||
| Q2 24 | 5.3% | 30.3% | ||
| Q1 24 | 4.8% | 16.9% |
| Q4 25 | -5.4% | 11.3% | ||
| Q3 25 | 0.6% | -2.6% | ||
| Q2 25 | 2.6% | 5.1% | ||
| Q1 25 | 0.5% | 12.4% | ||
| Q4 24 | -1.0% | 10.4% | ||
| Q3 24 | 0.7% | 7.6% | ||
| Q2 24 | 1.1% | 28.1% | ||
| Q1 24 | 1.3% | 15.0% |
| Q4 25 | $-0.62 | $0.54 | ||
| Q3 25 | $0.07 | $-0.13 | ||
| Q2 25 | $0.32 | $0.27 | ||
| Q1 25 | $0.06 | $0.67 | ||
| Q4 24 | $-0.11 | $0.56 | ||
| Q3 24 | $0.08 | $0.40 | ||
| Q2 24 | $0.15 | $1.34 | ||
| Q1 24 | $0.17 | $0.66 |
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 | $471.4M |
| Total DebtLower is stronger | $4.0B | — |
| Stockholders' EquityBook value | $640.0M | $4.5B |
| Total Assets | $6.7B | $7.5B |
| Debt / EquityLower = less leverage | 6.31× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $708.9M | $471.4M | ||
| Q3 25 | $714.1M | $477.9M | ||
| Q2 25 | $586.5M | $338.2M | ||
| Q1 25 | $549.2M | $303.8M | ||
| Q4 24 | $552.9M | $247.3M | ||
| Q3 24 | $542.5M | $391.9M | ||
| Q2 24 | $519.9M | $162.9M | ||
| Q1 24 | $469.8M | $212.5M |
| 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 | $4.5B | ||
| Q3 25 | $718.4M | $4.5B | ||
| Q2 25 | $673.0M | $4.6B | ||
| Q1 25 | $596.3M | $4.7B | ||
| Q4 24 | $562.8M | $4.7B | ||
| Q3 24 | $616.3M | $4.7B | ||
| Q2 24 | $609.6M | $4.0B | ||
| Q1 24 | $621.4M | $3.9B |
| Q4 25 | $6.7B | $7.5B | ||
| Q3 25 | $5.3B | $7.6B | ||
| Q2 25 | $5.3B | $7.7B | ||
| Q1 25 | $5.1B | $7.9B | ||
| Q4 24 | $5.1B | $8.0B | ||
| Q3 24 | $5.3B | $8.0B | ||
| Q2 24 | $5.3B | $5.6B | ||
| Q1 24 | $5.4B | $5.4B |
| 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 | $187.1M |
| Free Cash FlowOCF − Capex | $54.7M | $35.4M |
| FCF MarginFCF / Revenue | 4.0% | 4.6% |
| Capex IntensityCapex / Revenue | 4.8% | 19.9% |
| Cash ConversionOCF / Net Profit | — | 2.16× |
| TTM Free Cash FlowTrailing 4 quarters | $155.1M | $432.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.5M | $187.1M | ||
| Q3 25 | $143.3M | $277.1M | ||
| Q2 25 | $91.9M | $216.4M | ||
| Q1 25 | $55.9M | $271.1M | ||
| Q4 24 | $151.2M | $136.2M | ||
| Q3 24 | $143.6M | $283.8M | ||
| Q2 24 | $142.8M | $106.8M | ||
| Q1 24 | $17.8M | $128.7M |
| Q4 25 | $54.7M | $35.4M | ||
| Q3 25 | $79.2M | $139.5M | ||
| Q2 25 | $34.6M | $99.8M | ||
| Q1 25 | $-13.4M | $157.5M | ||
| Q4 24 | $73.2M | $-4.4M | ||
| Q3 24 | $70.4M | $156.8M | ||
| Q2 24 | $94.0M | $-34.3M | ||
| Q1 24 | $-30.2M | $-37.9M |
| Q4 25 | 4.0% | 4.6% | ||
| Q3 25 | 5.3% | 17.5% | ||
| Q2 25 | 2.3% | 11.8% | ||
| Q1 25 | -0.9% | 18.0% | ||
| Q4 24 | 5.3% | -0.5% | ||
| Q3 24 | 4.7% | 19.6% | ||
| Q2 24 | 5.8% | -4.9% | ||
| Q1 24 | -1.9% | -6.0% |
| Q4 25 | 4.8% | 19.9% | ||
| Q3 25 | 4.3% | 17.3% | ||
| Q2 25 | 3.7% | 13.7% | ||
| Q1 25 | 4.9% | 13.0% | ||
| Q4 24 | 5.6% | 15.2% | ||
| Q3 24 | 4.9% | 15.9% | ||
| Q2 24 | 3.0% | 20.4% | ||
| Q1 24 | 3.0% | 26.2% |
| Q4 25 | — | 2.16× | ||
| Q3 25 | 15.58× | — | ||
| Q2 25 | 2.34× | 5.05× | ||
| Q1 25 | 7.87× | 2.50× | ||
| Q4 24 | — | 1.41× | ||
| Q3 24 | 14.36× | 4.64× | ||
| Q2 24 | 7.85× | 0.55× | ||
| Q1 24 | 0.87× | 1.35× |
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% |
NE
| Floaters | $559.8M | 73% |
| Jackups | $145.5M | 19% |
| Service Other | $59.1M | 8% |
