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Side-by-side financial comparison of AMERICAN AXLE & MANUFACTURING HOLDINGS INC (AXL) and RH (RH). 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 $883.8M, roughly 1.6× RH). RH runs the higher net margin — 4.1% vs -5.4%, a 9.5% gap on every dollar of revenue. On growth, RH posted the faster year-over-year revenue change (8.9% vs 0.2%). RH produced more free cash flow last quarter ($83.0M vs $54.7M). Over the past eight quarters, RH's revenue compounded faster (9.4% 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.
RH is an upscale American home-furnishings company headquartered in Corte Madera, California. The company sells its merchandise through its retail stores, catalog, and online. As of August 2018, the company operated a total of 70 galleries, 18 full-line design galleries, and 3 baby-and-child galleries. The company also has 36 outlet stores in the United States and Canada.
AXL vs RH — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $883.8M |
| Net Profit | $-75.3M | $36.3M |
| Gross Margin | 10.2% | 44.1% |
| Operating Margin | -2.4% | 12.0% |
| Net Margin | -5.4% | 4.1% |
| Revenue YoY | 0.2% | 8.9% |
| Net Profit YoY | -449.6% | 9.3% |
| EPS (diluted) | $-0.62 | $1.83 |
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 | $883.8M | ||
| Q3 25 | $1.5B | $899.2M | ||
| Q2 25 | $1.5B | $814.0M | ||
| Q1 25 | $1.4B | $812.4M | ||
| Q4 24 | $1.4B | $811.7M | ||
| Q3 24 | $1.5B | $829.7M | ||
| Q2 24 | $1.6B | $727.0M | ||
| Q1 24 | $1.6B | $738.3M |
| Q4 25 | $-75.3M | $36.3M | ||
| Q3 25 | $9.2M | $51.7M | ||
| Q2 25 | $39.3M | $8.0M | ||
| Q1 25 | $7.1M | $13.9M | ||
| Q4 24 | $-13.7M | $33.2M | ||
| Q3 24 | $10.0M | $29.0M | ||
| Q2 24 | $18.2M | $-3.6M | ||
| Q1 24 | $20.5M | $11.4M |
| Q4 25 | 10.2% | 44.1% | ||
| Q3 25 | 12.6% | 45.5% | ||
| Q2 25 | 13.1% | 43.7% | ||
| Q1 25 | 12.3% | 44.7% | ||
| Q4 24 | 11.2% | 44.5% | ||
| Q3 24 | 11.4% | 45.2% | ||
| Q2 24 | 13.3% | 43.5% | ||
| Q1 24 | 12.4% | 43.5% |
| Q4 25 | -2.4% | 12.0% | ||
| Q3 25 | 3.2% | 14.3% | ||
| Q2 25 | 3.6% | 6.9% | ||
| Q1 25 | 3.0% | 8.7% | ||
| Q4 24 | 2.6% | 12.5% | ||
| Q3 24 | 2.8% | 11.6% | ||
| Q2 24 | 5.3% | 7.5% | ||
| Q1 24 | 4.8% | 8.7% |
| Q4 25 | -5.4% | 4.1% | ||
| Q3 25 | 0.6% | 5.8% | ||
| Q2 25 | 2.6% | 1.0% | ||
| Q1 25 | 0.5% | 1.7% | ||
| Q4 24 | -1.0% | 4.1% | ||
| Q3 24 | 0.7% | 3.5% | ||
| Q2 24 | 1.1% | -0.5% | ||
| Q1 24 | 1.3% | 1.5% |
| Q4 25 | $-0.62 | $1.83 | ||
| Q3 25 | $0.07 | $2.62 | ||
| Q2 25 | $0.32 | $0.40 | ||
| Q1 25 | $0.06 | $0.71 | ||
| Q4 24 | $-0.11 | $1.66 | ||
| Q3 24 | $0.08 | $1.45 | ||
| Q2 24 | $0.15 | $-0.20 | ||
| Q1 24 | $0.17 | $0.91 |
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 | $43.1M |
| Total DebtLower is stronger | $4.0B | — |
| Stockholders' EquityBook value | $640.0M | $3.3M |
| Total Assets | $6.7B | $4.8B |
| Debt / EquityLower = less leverage | 6.31× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $708.9M | $43.1M | ||
| Q3 25 | $714.1M | $34.6M | ||
| Q2 25 | $586.5M | $46.1M | ||
| Q1 25 | $549.2M | $30.4M | ||
| Q4 24 | $552.9M | $87.0M | ||
| Q3 24 | $542.5M | $78.3M | ||
| Q2 24 | $519.9M | $101.8M | ||
| Q1 24 | $469.8M | $123.7M |
| 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 | $3.3M | ||
| Q3 25 | $718.4M | $-40.9M | ||
| Q2 25 | $673.0M | $-110.8M | ||
| Q1 25 | $596.3M | $-163.6M | ||
| Q4 24 | $562.8M | $-183.0M | ||
| Q3 24 | $616.3M | $-234.7M | ||
| Q2 24 | $609.6M | $-289.9M | ||
| Q1 24 | $621.4M | $-297.4M |
| Q4 25 | $6.7B | $4.8B | ||
| Q3 25 | $5.3B | $4.7B | ||
| Q2 25 | $5.3B | $4.7B | ||
| Q1 25 | $5.1B | $4.6B | ||
| Q4 24 | $5.1B | $4.5B | ||
| Q3 24 | $5.3B | $4.4B | ||
| Q2 24 | $5.3B | $4.2B | ||
| Q1 24 | $5.4B | $4.1B |
| 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 | $131.9M |
| Free Cash FlowOCF − Capex | $54.7M | $83.0M |
| FCF MarginFCF / Revenue | 4.0% | 9.4% |
| Capex IntensityCapex / Revenue | 4.8% | 5.5% |
| Cash ConversionOCF / Net Profit | — | 3.64× |
| TTM Free Cash FlowTrailing 4 quarters | $155.1M | $128.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.5M | $131.9M | ||
| Q3 25 | $143.3M | $137.7M | ||
| Q2 25 | $91.9M | $86.6M | ||
| Q1 25 | $55.9M | $-18.8M | ||
| Q4 24 | $151.2M | $-31.4M | ||
| Q3 24 | $143.6M | $11.2M | ||
| Q2 24 | $142.8M | $56.1M | ||
| Q1 24 | $17.8M | $-114.0M |
| Q4 25 | $54.7M | $83.0M | ||
| Q3 25 | $79.2M | $80.7M | ||
| Q2 25 | $34.6M | $34.1M | ||
| Q1 25 | $-13.4M | $-69.7M | ||
| Q4 24 | $73.2M | $-96.0M | ||
| Q3 24 | $70.4M | $-37.9M | ||
| Q2 24 | $94.0M | $-10.1M | ||
| Q1 24 | $-30.2M | $-251.5M |
| Q4 25 | 4.0% | 9.4% | ||
| Q3 25 | 5.3% | 9.0% | ||
| Q2 25 | 2.3% | 4.2% | ||
| Q1 25 | -0.9% | -8.6% | ||
| Q4 24 | 5.3% | -11.8% | ||
| Q3 24 | 4.7% | -4.6% | ||
| Q2 24 | 5.8% | -1.4% | ||
| Q1 24 | -1.9% | -34.1% |
| Q4 25 | 4.8% | 5.5% | ||
| Q3 25 | 4.3% | 6.3% | ||
| Q2 25 | 3.7% | 6.5% | ||
| Q1 25 | 4.9% | 6.3% | ||
| Q4 24 | 5.6% | 8.0% | ||
| Q3 24 | 4.9% | 5.9% | ||
| Q2 24 | 3.0% | 9.1% | ||
| Q1 24 | 3.0% | 18.6% |
| Q4 25 | — | 3.64× | ||
| Q3 25 | 15.58× | 2.66× | ||
| Q2 25 | 2.34× | 10.78× | ||
| Q1 25 | 7.87× | -1.35× | ||
| Q4 24 | — | -0.95× | ||
| Q3 24 | 14.36× | 0.39× | ||
| Q2 24 | 7.85× | — | ||
| Q1 24 | 0.87× | -10.01× |
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% |
RH
| RH Segment | $835.8M | 95% |
| Waterworks Segment | $48.0M | 5% |
| Gift Card And Merchandise Credit | $4.5M | 1% |
