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Side-by-side financial comparison of AMERICAN AXLE & MANUFACTURING HOLDINGS INC (AXL) and Organon & Co. (OGN). Click either name above to swap in a different company.
Organon & Co. is the larger business by last-quarter revenue ($1.5B vs $1.4B, roughly 1.1× AMERICAN AXLE & MANUFACTURING HOLDINGS INC). AMERICAN AXLE & MANUFACTURING HOLDINGS INC runs the higher net margin — -5.4% vs -13.6%, a 8.2% gap on every dollar of revenue. On growth, AMERICAN AXLE & MANUFACTURING HOLDINGS INC posted the faster year-over-year revenue change (0.2% vs -5.3%). Organon & Co. produced more free cash flow last quarter ($96.0M vs $54.7M). Over the past eight quarters, Organon & Co.'s revenue compounded faster (-3.6% 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.
Organon & Co. is an American pharmaceutical company headquartered in Jersey City, New Jersey. Organon specializes in the following core therapeutic fields: reproductive medicine, contraception, psychiatry, hormone replacement therapy (HRT), and anesthesia. Organon produces all its products outside of the United States but receives a third of its revenue from the United States.
AXL vs OGN — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.5B |
| Net Profit | $-75.3M | $-205.0M |
| Gross Margin | 10.2% | 49.2% |
| Operating Margin | -2.4% | -9.8% |
| Net Margin | -5.4% | -13.6% |
| Revenue YoY | 0.2% | -5.3% |
| Net Profit YoY | -449.6% | -288.1% |
| EPS (diluted) | $-0.62 | $-0.78 |
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 | $1.5B | ||
| Q3 25 | $1.5B | $1.6B | ||
| Q2 25 | $1.5B | $1.6B | ||
| Q1 25 | $1.4B | $1.5B | ||
| Q4 24 | $1.4B | $1.6B | ||
| Q3 24 | $1.5B | $1.6B | ||
| Q2 24 | $1.6B | $1.6B | ||
| Q1 24 | $1.6B | $1.6B |
| Q4 25 | $-75.3M | $-205.0M | ||
| Q3 25 | $9.2M | $160.0M | ||
| Q2 25 | $39.3M | $145.0M | ||
| Q1 25 | $7.1M | $87.0M | ||
| Q4 24 | $-13.7M | $109.0M | ||
| Q3 24 | $10.0M | $359.0M | ||
| Q2 24 | $18.2M | $195.0M | ||
| Q1 24 | $20.5M | $201.0M |
| Q4 25 | 10.2% | 49.2% | ||
| Q3 25 | 12.6% | 53.5% | ||
| Q2 25 | 13.1% | 54.8% | ||
| Q1 25 | 12.3% | 55.6% | ||
| Q4 24 | 11.2% | 56.3% | ||
| Q3 24 | 11.4% | 58.3% | ||
| Q2 24 | 13.3% | 58.4% | ||
| Q1 24 | 12.4% | 59.0% |
| Q4 25 | -2.4% | -9.8% | ||
| Q3 25 | 3.2% | 15.2% | ||
| Q2 25 | 3.6% | 14.4% | ||
| Q1 25 | 3.0% | 6.7% | ||
| Q4 24 | 2.6% | 8.1% | ||
| Q3 24 | 2.8% | 13.1% | ||
| Q2 24 | 5.3% | 14.6% | ||
| Q1 24 | 4.8% | 14.5% |
| Q4 25 | -5.4% | -13.6% | ||
| Q3 25 | 0.6% | 10.0% | ||
| Q2 25 | 2.6% | 9.1% | ||
| Q1 25 | 0.5% | 5.8% | ||
| Q4 24 | -1.0% | 6.8% | ||
| Q3 24 | 0.7% | 22.7% | ||
| Q2 24 | 1.1% | 12.1% | ||
| Q1 24 | 1.3% | 12.4% |
| Q4 25 | $-0.62 | $-0.78 | ||
| Q3 25 | $0.07 | $0.61 | ||
| Q2 25 | $0.32 | $0.56 | ||
| Q1 25 | $0.06 | $0.33 | ||
| Q4 24 | $-0.11 | $0.42 | ||
| Q3 24 | $0.08 | $1.38 | ||
| Q2 24 | $0.15 | $0.75 | ||
| Q1 24 | $0.17 | $0.78 |
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 | $574.0M |
| Total DebtLower is stronger | $4.0B | $8.6B |
| Stockholders' EquityBook value | $640.0M | $752.0M |
| Total Assets | $6.7B | $12.9B |
| Debt / EquityLower = less leverage | 6.31× | 11.49× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $708.9M | $574.0M | ||
| Q3 25 | $714.1M | $672.0M | ||
| Q2 25 | $586.5M | $599.0M | ||
| Q1 25 | $549.2M | $547.0M | ||
| Q4 24 | $552.9M | $675.0M | ||
| Q3 24 | $542.5M | $763.0M | ||
| Q2 24 | $519.9M | $704.0M | ||
| Q1 24 | $469.8M | $575.0M |
| Q4 25 | $4.0B | $8.6B | ||
| Q3 25 | $2.6B | $8.8B | ||
| Q2 25 | $2.6B | $8.9B | ||
| Q1 25 | $2.6B | $9.0B | ||
| Q4 24 | $2.6B | $8.9B | ||
| Q3 24 | $2.6B | $8.7B | ||
| Q2 24 | $2.7B | $8.7B | ||
| Q1 24 | $2.7B | $8.7B |
| Q4 25 | $640.0M | $752.0M | ||
| Q3 25 | $718.4M | $906.0M | ||
| Q2 25 | $673.0M | $733.0M | ||
| Q1 25 | $596.3M | $542.0M | ||
| Q4 24 | $562.8M | $472.0M | ||
| Q3 24 | $616.3M | $493.0M | ||
| Q2 24 | $609.6M | $144.0M | ||
| Q1 24 | $621.4M | $48.0M |
| Q4 25 | $6.7B | $12.9B | ||
| Q3 25 | $5.3B | $13.6B | ||
| Q2 25 | $5.3B | $13.5B | ||
| Q1 25 | $5.1B | $13.2B | ||
| Q4 24 | $5.1B | $13.1B | ||
| Q3 24 | $5.3B | $12.8B | ||
| Q2 24 | $5.3B | $12.2B | ||
| Q1 24 | $5.4B | $11.9B |
| Q4 25 | 6.31× | 11.49× | ||
| Q3 25 | 3.61× | 9.74× | ||
| Q2 25 | 3.86× | 12.14× | ||
| Q1 25 | 4.38× | 16.52× | ||
| Q4 24 | 4.58× | 18.81× | ||
| Q3 24 | 4.28× | 17.75× | ||
| Q2 24 | 4.42× | 60.11× | ||
| Q1 24 | 4.40× | 181.54× |
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 | $141.0M |
| Free Cash FlowOCF − Capex | $54.7M | $96.0M |
| FCF MarginFCF / Revenue | 4.0% | 6.4% |
| Capex IntensityCapex / Revenue | 4.8% | 3.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $155.1M | $538.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.5M | $141.0M | ||
| Q3 25 | $143.3M | $264.0M | ||
| Q2 25 | $91.9M | $220.0M | ||
| Q1 25 | $55.9M | $75.0M | ||
| Q4 24 | $151.2M | $390.0M | ||
| Q3 24 | $143.6M | $141.0M | ||
| Q2 24 | $142.8M | $332.0M | ||
| Q1 24 | $17.8M | $76.0M |
| Q4 25 | $54.7M | $96.0M | ||
| Q3 25 | $79.2M | $218.0M | ||
| Q2 25 | $34.6M | $181.0M | ||
| Q1 25 | $-13.4M | $43.0M | ||
| Q4 24 | $73.2M | $335.0M | ||
| Q3 24 | $70.4M | $99.0M | ||
| Q2 24 | $94.0M | $300.0M | ||
| Q1 24 | $-30.2M | $30.0M |
| Q4 25 | 4.0% | 6.4% | ||
| Q3 25 | 5.3% | 13.6% | ||
| Q2 25 | 2.3% | 11.4% | ||
| Q1 25 | -0.9% | 2.8% | ||
| Q4 24 | 5.3% | 21.0% | ||
| Q3 24 | 4.7% | 6.3% | ||
| Q2 24 | 5.8% | 18.7% | ||
| Q1 24 | -1.9% | 1.8% |
| Q4 25 | 4.8% | 3.0% | ||
| Q3 25 | 4.3% | 2.9% | ||
| Q2 25 | 3.7% | 2.4% | ||
| Q1 25 | 4.9% | 2.1% | ||
| Q4 24 | 5.6% | 3.5% | ||
| Q3 24 | 4.9% | 2.7% | ||
| Q2 24 | 3.0% | 2.0% | ||
| Q1 24 | 3.0% | 2.8% |
| Q4 25 | — | — | ||
| Q3 25 | 15.58× | 1.65× | ||
| Q2 25 | 2.34× | 1.52× | ||
| Q1 25 | 7.87× | 0.86× | ||
| Q4 24 | — | 3.58× | ||
| Q3 24 | 14.36× | 0.39× | ||
| Q2 24 | 7.85× | 1.70× | ||
| Q1 24 | 0.87× | 0.38× |
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% |
OGN
Segment breakdown not available.
