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Side-by-side financial comparison of AMERICAN AXLE & MANUFACTURING HOLDINGS INC (AXL) and SEALED AIR CORP (SEE). Click either name above to swap in a different company.
SEALED AIR CORP is the larger business by last-quarter revenue ($1.4B vs $1.4B, roughly 1.0× AMERICAN AXLE & MANUFACTURING HOLDINGS INC). SEALED AIR CORP runs the higher net margin — 3.1% vs -5.4%, a 8.6% gap on every dollar of revenue. On growth, SEALED AIR CORP posted the faster year-over-year revenue change (2.6% vs 0.2%). SEALED AIR CORP produced more free cash flow last quarter ($257.7M vs $54.7M). Over the past eight quarters, SEALED AIR CORP's revenue compounded faster (2.7% 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.
Sealed Air Corporation is a global provider of innovative packaging and protective solutions. Its core offerings include cushioning materials, food safety and preservation packaging, and sustainable waste-reducing packaging systems, serving retail, e-commerce, food and beverage, and industrial manufacturing markets worldwide.
AXL vs SEE — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.4B |
| Net Profit | $-75.3M | $43.8M |
| Gross Margin | 10.2% | 28.6% |
| Operating Margin | -2.4% | 11.4% |
| Net Margin | -5.4% | 3.1% |
| Revenue YoY | 0.2% | 2.6% |
| Net Profit YoY | -449.6% | 700.0% |
| EPS (diluted) | $-0.62 | $0.30 |
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 | $1.4B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.5B | $1.3B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.4B | $1.4B | ||
| Q3 24 | $1.5B | $1.3B | ||
| Q2 24 | $1.6B | $1.3B | ||
| Q1 24 | $1.6B | $1.3B |
| Q4 25 | $-75.3M | $43.8M | ||
| Q3 25 | $9.2M | $255.1M | ||
| Q2 25 | $39.3M | $93.1M | ||
| Q1 25 | $7.1M | $113.5M | ||
| Q4 24 | $-13.7M | $-7.3M | ||
| Q3 24 | $10.0M | $91.7M | ||
| Q2 24 | $18.2M | $98.3M | ||
| Q1 24 | $20.5M | $82.0M |
| Q4 25 | 10.2% | 28.6% | ||
| Q3 25 | 12.6% | 29.8% | ||
| Q2 25 | 13.1% | 30.7% | ||
| Q1 25 | 12.3% | 30.9% | ||
| Q4 24 | 11.2% | 30.0% | ||
| Q3 24 | 11.4% | 30.1% | ||
| Q2 24 | 13.3% | 31.2% | ||
| Q1 24 | 12.4% | 30.3% |
| Q4 25 | -2.4% | 11.4% | ||
| Q3 25 | 3.2% | 13.8% | ||
| Q2 25 | 3.6% | 15.0% | ||
| Q1 25 | 3.0% | 14.5% | ||
| Q4 24 | 2.6% | 11.7% | ||
| Q3 24 | 2.8% | 13.9% | ||
| Q2 24 | 5.3% | 15.4% | ||
| Q1 24 | 4.8% | 14.0% |
| Q4 25 | -5.4% | 3.1% | ||
| Q3 25 | 0.6% | 19.0% | ||
| Q2 25 | 2.6% | 7.0% | ||
| Q1 25 | 0.5% | 9.0% | ||
| Q4 24 | -1.0% | -0.5% | ||
| Q3 24 | 0.7% | 6.9% | ||
| Q2 24 | 1.1% | 7.4% | ||
| Q1 24 | 1.3% | 6.2% |
| Q4 25 | $-0.62 | $0.30 | ||
| Q3 25 | $0.07 | $1.73 | ||
| Q2 25 | $0.32 | $0.63 | ||
| Q1 25 | $0.06 | $0.77 | ||
| Q4 24 | $-0.11 | $-0.05 | ||
| Q3 24 | $0.08 | $0.63 | ||
| Q2 24 | $0.15 | $0.67 | ||
| Q1 24 | $0.17 | $0.56 |
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 | $344.0M |
| Total DebtLower is stronger | $4.0B | $3.3B |
| Stockholders' EquityBook value | $640.0M | $1.2B |
| Total Assets | $6.7B | $7.0B |
| Debt / EquityLower = less leverage | 6.31× | 2.65× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $708.9M | $344.0M | ||
| Q3 25 | $714.1M | $282.5M | ||
| Q2 25 | $586.5M | $354.4M | ||
| Q1 25 | $549.2M | $335.2M | ||
| Q4 24 | $552.9M | $371.8M | ||
| Q3 24 | $542.5M | $386.0M | ||
| Q2 24 | $519.9M | $388.6M | ||
| Q1 24 | $469.8M | $352.8M |
| Q4 25 | $4.0B | $3.3B | ||
| Q3 25 | $2.6B | $4.0B | ||
| Q2 25 | $2.6B | $4.0B | ||
| Q1 25 | $2.6B | $4.2B | ||
| Q4 24 | $2.6B | $4.2B | ||
| Q3 24 | $2.6B | $4.3B | ||
| Q2 24 | $2.7B | $4.4B | ||
| Q1 24 | $2.7B | $4.5B |
| Q4 25 | $640.0M | $1.2B | ||
| Q3 25 | $718.4M | $1.2B | ||
| Q2 25 | $673.0M | $953.1M | ||
| Q1 25 | $596.3M | $797.9M | ||
| Q4 24 | $562.8M | $624.5M | ||
| Q3 24 | $616.3M | $771.2M | ||
| Q2 24 | $609.6M | $650.1M | ||
| Q1 24 | $621.4M | $598.3M |
| Q4 25 | $6.7B | $7.0B | ||
| Q3 25 | $5.3B | $7.1B | ||
| Q2 25 | $5.3B | $7.2B | ||
| Q1 25 | $5.1B | $7.0B | ||
| Q4 24 | $5.1B | $7.0B | ||
| Q3 24 | $5.3B | $7.3B | ||
| Q2 24 | $5.3B | $7.3B | ||
| Q1 24 | $5.4B | $7.2B |
| Q4 25 | 6.31× | 2.65× | ||
| Q3 25 | 3.61× | 3.34× | ||
| Q2 25 | 3.86× | 4.18× | ||
| Q1 25 | 4.38× | 5.26× | ||
| Q4 24 | 4.58× | 6.72× | ||
| Q3 24 | 4.28× | 5.62× | ||
| Q2 24 | 4.42× | 6.81× | ||
| Q1 24 | 4.40× | 7.49× |
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 | $293.6M |
| Free Cash FlowOCF − Capex | $54.7M | $257.7M |
| FCF MarginFCF / Revenue | 4.0% | 18.5% |
| Capex IntensityCapex / Revenue | 4.8% | 2.6% |
| Cash ConversionOCF / Net Profit | — | 6.70× |
| TTM Free Cash FlowTrailing 4 quarters | $155.1M | $458.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.5M | $293.6M | ||
| Q3 25 | $143.3M | $165.9M | ||
| Q2 25 | $91.9M | $136.6M | ||
| Q1 25 | $55.9M | $31.9M | ||
| Q4 24 | $151.2M | $244.2M | ||
| Q3 24 | $143.6M | $170.5M | ||
| Q2 24 | $142.8M | $188.2M | ||
| Q1 24 | $17.8M | $125.1M |
| Q4 25 | $54.7M | $257.7M | ||
| Q3 25 | $79.2M | $119.6M | ||
| Q2 25 | $34.6M | $93.2M | ||
| Q1 25 | $-13.4M | $-12.0M | ||
| Q4 24 | $73.2M | $185.1M | ||
| Q3 24 | $70.4M | $115.2M | ||
| Q2 24 | $94.0M | $129.5M | ||
| Q1 24 | $-30.2M | $78.0M |
| Q4 25 | 4.0% | 18.5% | ||
| Q3 25 | 5.3% | 8.9% | ||
| Q2 25 | 2.3% | 7.0% | ||
| Q1 25 | -0.9% | -0.9% | ||
| Q4 24 | 5.3% | 13.6% | ||
| Q3 24 | 4.7% | 8.6% | ||
| Q2 24 | 5.8% | 9.7% | ||
| Q1 24 | -1.9% | 5.9% |
| Q4 25 | 4.8% | 2.6% | ||
| Q3 25 | 4.3% | 3.4% | ||
| Q2 25 | 3.7% | 3.3% | ||
| Q1 25 | 4.9% | 3.5% | ||
| Q4 24 | 5.6% | 4.4% | ||
| Q3 24 | 4.9% | 4.1% | ||
| Q2 24 | 3.0% | 4.4% | ||
| Q1 24 | 3.0% | 3.6% |
| Q4 25 | — | 6.70× | ||
| Q3 25 | 15.58× | 0.65× | ||
| Q2 25 | 2.34× | 1.47× | ||
| Q1 25 | 7.87× | 0.28× | ||
| Q4 24 | — | — | ||
| Q3 24 | 14.36× | 1.86× | ||
| Q2 24 | 7.85× | 1.91× | ||
| Q1 24 | 0.87× | 1.53× |
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% |
SEE
| Protective Segment | $1.1B | 78% |
| Other | $292.0M | 21% |
| Pension Plans Defined Benefit | $7.9M | 1% |
