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Side-by-side financial comparison of AMERICAN AXLE & MANUFACTURING HOLDINGS INC (AXL) and Roper Technologies (ROP). Click either name above to swap in a different company.
Roper Technologies is the larger business by last-quarter revenue ($2.1B vs $1.4B, roughly 1.5× AMERICAN AXLE & MANUFACTURING HOLDINGS INC). Roper Technologies runs the higher net margin — 15.8% vs -5.4%, a 21.2% gap on every dollar of revenue. On growth, Roper Technologies posted the faster year-over-year revenue change (11.3% vs 0.2%). Roper Technologies produced more free cash flow last quarter ($507.0M vs $54.7M). Over the past eight quarters, Roper Technologies's revenue compounded faster (10.5% 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.
Roper Technologies, Inc. is a holding company that owns companies in the technology sector.
AXL vs ROP — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $2.1B |
| Net Profit | $-75.3M | $331.0M |
| Gross Margin | 10.2% | 69.4% |
| Operating Margin | -2.4% | 27.2% |
| Net Margin | -5.4% | 15.8% |
| Revenue YoY | 0.2% | 11.3% |
| Net Profit YoY | -449.6% | 53.7% |
| EPS (diluted) | $-0.62 | $4.87 |
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 | — | $2.1B | ||
| Q4 25 | $1.4B | $2.1B | ||
| Q3 25 | $1.5B | $2.0B | ||
| Q2 25 | $1.5B | $1.9B | ||
| Q1 25 | $1.4B | $1.9B | ||
| Q4 24 | $1.4B | $1.9B | ||
| Q3 24 | $1.5B | $1.8B | ||
| Q2 24 | $1.6B | $1.7B |
| Q1 26 | — | $331.0M | ||
| Q4 25 | $-75.3M | $428.4M | ||
| Q3 25 | $9.2M | $398.5M | ||
| Q2 25 | $39.3M | $378.3M | ||
| Q1 25 | $7.1M | $331.1M | ||
| Q4 24 | $-13.7M | $462.3M | ||
| Q3 24 | $10.0M | $367.9M | ||
| Q2 24 | $18.2M | $337.1M |
| Q1 26 | — | 69.4% | ||
| Q4 25 | 10.2% | 69.5% | ||
| Q3 25 | 12.6% | 69.5% | ||
| Q2 25 | 13.1% | 69.2% | ||
| Q1 25 | 12.3% | 68.7% | ||
| Q4 24 | 11.2% | 68.3% | ||
| Q3 24 | 11.4% | 69.2% | ||
| Q2 24 | 13.3% | 69.5% |
| Q1 26 | — | 27.2% | ||
| Q4 25 | -2.4% | 28.6% | ||
| Q3 25 | 3.2% | 28.4% | ||
| Q2 25 | 3.6% | 28.2% | ||
| Q1 25 | 3.0% | 27.9% | ||
| Q4 24 | 2.6% | 28.0% | ||
| Q3 24 | 2.8% | 28.1% | ||
| Q2 24 | 5.3% | 28.8% |
| Q1 26 | — | 15.8% | ||
| Q4 25 | -5.4% | 20.8% | ||
| Q3 25 | 0.6% | 19.8% | ||
| Q2 25 | 2.6% | 19.5% | ||
| Q1 25 | 0.5% | 17.6% | ||
| Q4 24 | -1.0% | 24.6% | ||
| Q3 24 | 0.7% | 20.8% | ||
| Q2 24 | 1.1% | 19.6% |
| Q1 26 | — | $4.87 | ||
| Q4 25 | $-0.62 | $3.97 | ||
| Q3 25 | $0.07 | $3.68 | ||
| Q2 25 | $0.32 | $3.49 | ||
| Q1 25 | $0.06 | $3.06 | ||
| Q4 24 | $-0.11 | $4.29 | ||
| Q3 24 | $0.08 | $3.40 | ||
| Q2 24 | $0.15 | $3.12 |
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 | $382.9M |
| Total DebtLower is stronger | $4.0B | $9.7B |
| Stockholders' EquityBook value | $640.0M | $18.8B |
| Total Assets | $6.7B | $34.6B |
| Debt / EquityLower = less leverage | 6.31× | 0.52× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $382.9M | ||
| Q4 25 | $708.9M | $297.4M | ||
| Q3 25 | $714.1M | $320.0M | ||
| Q2 25 | $586.5M | $242.4M | ||
| Q1 25 | $549.2M | $372.8M | ||
| Q4 24 | $552.9M | $188.2M | ||
| Q3 24 | $542.5M | $269.6M | ||
| Q2 24 | $519.9M | $251.5M |
| Q1 26 | — | $9.7B | ||
| Q4 25 | $4.0B | $9.3B | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | $7.6B | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.7B | — |
| Q1 26 | — | $18.8B | ||
| Q4 25 | $640.0M | $19.9B | ||
| Q3 25 | $718.4M | $20.0B | ||
| Q2 25 | $673.0M | $19.6B | ||
| Q1 25 | $596.3M | $19.2B | ||
| Q4 24 | $562.8M | $18.9B | ||
| Q3 24 | $616.3M | $18.5B | ||
| Q2 24 | $609.6M | $18.1B |
| Q1 26 | — | $34.6B | ||
| Q4 25 | $6.7B | $34.6B | ||
| Q3 25 | $5.3B | $34.6B | ||
| Q2 25 | $5.3B | $33.2B | ||
| Q1 25 | $5.1B | $31.4B | ||
| Q4 24 | $5.1B | $31.3B | ||
| Q3 24 | $5.3B | $31.6B | ||
| Q2 24 | $5.3B | $29.8B |
| Q1 26 | — | 0.52× | ||
| Q4 25 | 6.31× | 0.47× | ||
| Q3 25 | 3.61× | — | ||
| Q2 25 | 3.86× | — | ||
| Q1 25 | 4.38× | — | ||
| Q4 24 | 4.58× | 0.40× | ||
| 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 | — |
| Free Cash FlowOCF − Capex | $54.7M | $507.0M |
| FCF MarginFCF / Revenue | 4.0% | 24.2% |
| Capex IntensityCapex / Revenue | 4.8% | 0.5% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $155.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $120.5M | $738.0M | ||
| Q3 25 | $143.3M | $869.5M | ||
| Q2 25 | $91.9M | $404.1M | ||
| Q1 25 | $55.9M | $528.7M | ||
| Q4 24 | $151.2M | $722.2M | ||
| Q3 24 | $143.6M | $755.4M | ||
| Q2 24 | $142.8M | $384.1M |
| Q1 26 | — | $507.0M | ||
| Q4 25 | $54.7M | — | ||
| Q3 25 | $79.2M | — | ||
| Q2 25 | $34.6M | — | ||
| Q1 25 | $-13.4M | — | ||
| Q4 24 | $73.2M | — | ||
| Q3 24 | $70.4M | — | ||
| Q2 24 | $94.0M | — |
| Q1 26 | — | 24.2% | ||
| Q4 25 | 4.0% | — | ||
| Q3 25 | 5.3% | — | ||
| Q2 25 | 2.3% | — | ||
| Q1 25 | -0.9% | — | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 4.7% | — | ||
| Q2 24 | 5.8% | — |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 4.8% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 3.7% | — | ||
| Q1 25 | 4.9% | — | ||
| Q4 24 | 5.6% | — | ||
| Q3 24 | 4.9% | — | ||
| Q2 24 | 3.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.72× | ||
| Q3 25 | 15.58× | 2.18× | ||
| Q2 25 | 2.34× | 1.07× | ||
| Q1 25 | 7.87× | 1.60× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | 14.36× | 2.05× | ||
| Q2 24 | 7.85× | 1.14× |
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% |
ROP
Segment breakdown not available.
