vs
Side-by-side financial comparison of AMERICAN AXLE & MANUFACTURING HOLDINGS INC (AXL) and Insulet Corporation (PODD). 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 $783.7M, roughly 1.8× Insulet Corporation). Insulet Corporation runs the higher net margin — 13.0% vs -5.4%, a 18.4% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 0.2%). AMERICAN AXLE & MANUFACTURING HOLDINGS INC produced more free cash flow last quarter ($54.7M vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% 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.
An insulin pump is a medical device used for the administration of insulin in the treatment of diabetes mellitus, also known as continuous subcutaneous insulin therapy . The device configuration may vary depending on design. A traditional pump includes:the pump a disposable reservoir for insulin a disposable infusion set, including a cannula for subcutaneous insertion and a tubing system to connect the insulin reservoir to the cannula.
AXL vs PODD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $783.7M |
| Net Profit | $-75.3M | $101.6M |
| Gross Margin | 10.2% | 72.6% |
| Operating Margin | -2.4% | 18.7% |
| Net Margin | -5.4% | 13.0% |
| Revenue YoY | 0.2% | 31.2% |
| Net Profit YoY | -449.6% | 0.9% |
| EPS (diluted) | $-0.62 | $1.42 |
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 | $783.7M | ||
| Q3 25 | $1.5B | $706.3M | ||
| Q2 25 | $1.5B | $649.1M | ||
| Q1 25 | $1.4B | $569.0M | ||
| Q4 24 | $1.4B | $597.5M | ||
| Q3 24 | $1.5B | $543.9M | ||
| Q2 24 | $1.6B | $488.5M | ||
| Q1 24 | $1.6B | $441.7M |
| Q4 25 | $-75.3M | $101.6M | ||
| Q3 25 | $9.2M | $87.6M | ||
| Q2 25 | $39.3M | $22.5M | ||
| Q1 25 | $7.1M | $35.4M | ||
| Q4 24 | $-13.7M | $100.7M | ||
| Q3 24 | $10.0M | $77.5M | ||
| Q2 24 | $18.2M | $188.6M | ||
| Q1 24 | $20.5M | $51.5M |
| Q4 25 | 10.2% | 72.6% | ||
| Q3 25 | 12.6% | 72.2% | ||
| Q2 25 | 13.1% | 69.7% | ||
| Q1 25 | 12.3% | 71.9% | ||
| Q4 24 | 11.2% | 72.1% | ||
| Q3 24 | 11.4% | 69.3% | ||
| Q2 24 | 13.3% | 67.7% | ||
| Q1 24 | 12.4% | 69.5% |
| Q4 25 | -2.4% | 18.7% | ||
| Q3 25 | 3.2% | 16.7% | ||
| Q2 25 | 3.6% | 18.7% | ||
| Q1 25 | 3.0% | 15.6% | ||
| Q4 24 | 2.6% | 18.3% | ||
| Q3 24 | 2.8% | 16.2% | ||
| Q2 24 | 5.3% | 11.2% | ||
| Q1 24 | 4.8% | 12.9% |
| Q4 25 | -5.4% | 13.0% | ||
| Q3 25 | 0.6% | 12.4% | ||
| Q2 25 | 2.6% | 3.5% | ||
| Q1 25 | 0.5% | 6.2% | ||
| Q4 24 | -1.0% | 16.9% | ||
| Q3 24 | 0.7% | 14.2% | ||
| Q2 24 | 1.1% | 38.6% | ||
| Q1 24 | 1.3% | 11.7% |
| Q4 25 | $-0.62 | $1.42 | ||
| Q3 25 | $0.07 | $1.24 | ||
| Q2 25 | $0.32 | $0.32 | ||
| Q1 25 | $0.06 | $0.50 | ||
| Q4 24 | $-0.11 | $1.38 | ||
| Q3 24 | $0.08 | $1.08 | ||
| Q2 24 | $0.15 | $2.59 | ||
| Q1 24 | $0.17 | $0.73 |
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 | — |
| Total DebtLower is stronger | $4.0B | $930.8M |
| Stockholders' EquityBook value | $640.0M | $1.5B |
| Total Assets | $6.7B | $3.2B |
| Debt / EquityLower = less leverage | 6.31× | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $708.9M | — | ||
| Q3 25 | $714.1M | — | ||
| Q2 25 | $586.5M | — | ||
| Q1 25 | $549.2M | — | ||
| Q4 24 | $552.9M | — | ||
| Q3 24 | $542.5M | — | ||
| Q2 24 | $519.9M | — | ||
| Q1 24 | $469.8M | — |
| Q4 25 | $4.0B | $930.8M | ||
| Q3 25 | $2.6B | $934.9M | ||
| Q2 25 | $2.6B | $939.0M | ||
| Q1 25 | $2.6B | $1.6B | ||
| Q4 24 | $2.6B | $1.3B | ||
| Q3 24 | $2.6B | $1.4B | ||
| Q2 24 | $2.7B | $1.4B | ||
| Q1 24 | $2.7B | $1.4B |
| Q4 25 | $640.0M | $1.5B | ||
| Q3 25 | $718.4M | $1.4B | ||
| Q2 25 | $673.0M | $1.5B | ||
| Q1 25 | $596.3M | $1.3B | ||
| Q4 24 | $562.8M | $1.2B | ||
| Q3 24 | $616.3M | $1.1B | ||
| Q2 24 | $609.6M | $998.4M | ||
| Q1 24 | $621.4M | $790.7M |
| Q4 25 | $6.7B | $3.2B | ||
| Q3 25 | $5.3B | $3.0B | ||
| Q2 25 | $5.3B | $3.5B | ||
| Q1 25 | $5.1B | $3.5B | ||
| Q4 24 | $5.1B | $3.1B | ||
| Q3 24 | $5.3B | $3.0B | ||
| Q2 24 | $5.3B | $2.9B | ||
| Q1 24 | $5.4B | $2.6B |
| Q4 25 | 6.31× | 0.61× | ||
| Q3 25 | 3.61× | 0.68× | ||
| Q2 25 | 3.86× | 0.64× | ||
| Q1 25 | 4.38× | 1.21× | ||
| Q4 24 | 4.58× | 1.07× | ||
| Q3 24 | 4.28× | 1.21× | ||
| Q2 24 | 4.42× | 1.36× | ||
| Q1 24 | 4.40× | 1.72× |
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 | $183.3M |
| Free Cash FlowOCF − Capex | $54.7M | $48.2M |
| FCF MarginFCF / Revenue | 4.0% | 6.2% |
| Capex IntensityCapex / Revenue | 4.8% | 17.2% |
| Cash ConversionOCF / Net Profit | — | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $155.1M | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.5M | $183.3M | ||
| Q3 25 | $143.3M | $125.7M | ||
| Q2 25 | $91.9M | $196.5M | ||
| Q1 25 | $55.9M | $63.8M | ||
| Q4 24 | $151.2M | $147.7M | ||
| Q3 24 | $143.6M | $98.5M | ||
| Q2 24 | $142.8M | $96.5M | ||
| Q1 24 | $17.8M | $87.6M |
| Q4 25 | $54.7M | $48.2M | ||
| Q3 25 | $79.2M | $100.1M | ||
| Q2 25 | $34.6M | $177.9M | ||
| Q1 25 | $-13.4M | $51.5M | ||
| Q4 24 | $73.2M | $94.1M | ||
| Q3 24 | $70.4M | $71.8M | ||
| Q2 24 | $94.0M | $74.0M | ||
| Q1 24 | $-30.2M | $65.5M |
| Q4 25 | 4.0% | 6.2% | ||
| Q3 25 | 5.3% | 14.2% | ||
| Q2 25 | 2.3% | 27.4% | ||
| Q1 25 | -0.9% | 9.1% | ||
| Q4 24 | 5.3% | 15.7% | ||
| Q3 24 | 4.7% | 13.2% | ||
| Q2 24 | 5.8% | 15.1% | ||
| Q1 24 | -1.9% | 14.8% |
| Q4 25 | 4.8% | 17.2% | ||
| Q3 25 | 4.3% | 3.6% | ||
| Q2 25 | 3.7% | 2.9% | ||
| Q1 25 | 4.9% | 2.2% | ||
| Q4 24 | 5.6% | 9.0% | ||
| Q3 24 | 4.9% | 4.9% | ||
| Q2 24 | 3.0% | 4.6% | ||
| Q1 24 | 3.0% | 5.0% |
| Q4 25 | — | 1.80× | ||
| Q3 25 | 15.58× | 1.43× | ||
| Q2 25 | 2.34× | 8.73× | ||
| Q1 25 | 7.87× | 1.80× | ||
| Q4 24 | — | 1.47× | ||
| Q3 24 | 14.36× | 1.27× | ||
| Q2 24 | 7.85× | 0.51× | ||
| Q1 24 | 0.87× | 1.70× |
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% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
