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Side-by-side financial comparison of AMERICAN AXLE & MANUFACTURING HOLDINGS INC (AXL) and SELECTIVE INSURANCE GROUP INC (SIGI). 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 $1.4B, roughly 1.0× SELECTIVE INSURANCE GROUP INC). SELECTIVE INSURANCE GROUP INC runs the higher net margin — 7.2% vs -5.4%, a 12.6% gap on every dollar of revenue. On growth, SELECTIVE INSURANCE GROUP INC posted the faster year-over-year revenue change (5.7% vs 0.2%). Over the past eight quarters, SELECTIVE INSURANCE GROUP INC's revenue compounded faster (6.6% 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.
Selective Insurance Group Inc. is a U.S.-based insurance holding company that provides a comprehensive portfolio of property and casualty insurance products, including personal auto, home insurance, commercial property, liability, and workers' compensation coverage. It primarily serves small and medium-sized businesses, individual consumers, and nonprofits across the U.S., distributing offerings via a network of independent insurance agents.
AXL vs SIGI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.4B |
| Net Profit | $-75.3M | $97.7M |
| Gross Margin | 10.2% | — |
| Operating Margin | -2.4% | — |
| Net Margin | -5.4% | 7.2% |
| Revenue YoY | 0.2% | 5.7% |
| Net Profit YoY | -449.6% | — |
| EPS (diluted) | $-0.62 | $1.58 |
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 | — | $1.4B | ||
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.5B | $1.4B | ||
| Q2 25 | $1.5B | $1.3B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.4B | $1.3B | ||
| Q3 24 | $1.5B | $1.2B | ||
| Q2 24 | $1.6B | $1.2B |
| Q1 26 | — | $97.7M | ||
| Q4 25 | $-75.3M | $155.2M | ||
| Q3 25 | $9.2M | $115.3M | ||
| Q2 25 | $39.3M | $85.9M | ||
| Q1 25 | $7.1M | $109.9M | ||
| Q4 24 | $-13.7M | $95.5M | ||
| Q3 24 | $10.0M | $92.3M | ||
| Q2 24 | $18.2M | $-63.3M |
| Q1 26 | — | — | ||
| Q4 25 | 10.2% | — | ||
| Q3 25 | 12.6% | — | ||
| Q2 25 | 13.1% | — | ||
| Q1 25 | 12.3% | — | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | 11.4% | — | ||
| Q2 24 | 13.3% | — |
| Q1 26 | — | — | ||
| Q4 25 | -2.4% | 14.4% | ||
| Q3 25 | 3.2% | 10.7% | ||
| Q2 25 | 3.6% | 8.2% | ||
| Q1 25 | 3.0% | 10.8% | ||
| Q4 24 | 2.6% | 9.5% | ||
| Q3 24 | 2.8% | 9.4% | ||
| Q2 24 | 5.3% | -6.7% |
| Q1 26 | — | 7.2% | ||
| Q4 25 | -5.4% | 11.4% | ||
| Q3 25 | 0.6% | 8.5% | ||
| Q2 25 | 2.6% | 6.5% | ||
| Q1 25 | 0.5% | 8.6% | ||
| Q4 24 | -1.0% | 7.6% | ||
| Q3 24 | 0.7% | 7.4% | ||
| Q2 24 | 1.1% | -5.3% |
| Q1 26 | — | $1.58 | ||
| Q4 25 | $-0.62 | $2.52 | ||
| Q3 25 | $0.07 | $1.85 | ||
| Q2 25 | $0.32 | $1.36 | ||
| Q1 25 | $0.06 | $1.76 | ||
| Q4 24 | $-0.11 | $1.53 | ||
| Q3 24 | $0.08 | $1.47 | ||
| Q2 24 | $0.15 | $-1.08 |
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 | $451.8M |
| Total DebtLower is stronger | $4.0B | $901.4M |
| Stockholders' EquityBook value | $640.0M | $3.6B |
| Total Assets | $6.7B | $15.3B |
| Debt / EquityLower = less leverage | 6.31× | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $451.8M | ||
| 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 26 | — | $901.4M | ||
| Q4 25 | $4.0B | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | $507.9M | ||
| Q3 24 | $2.6B | $508.2M | ||
| Q2 24 | $2.7B | $508.8M |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $640.0M | $3.6B | ||
| Q3 25 | $718.4M | $3.5B | ||
| Q2 25 | $673.0M | $3.4B | ||
| Q1 25 | $596.3M | $3.3B | ||
| Q4 24 | $562.8M | $3.1B | ||
| Q3 24 | $616.3M | $3.2B | ||
| Q2 24 | $609.6M | $2.9B |
| Q1 26 | — | $15.3B | ||
| Q4 25 | $6.7B | $15.2B | ||
| Q3 25 | $5.3B | $15.0B | ||
| Q2 25 | $5.3B | $14.5B | ||
| Q1 25 | $5.1B | $14.2B | ||
| Q4 24 | $5.1B | $13.5B | ||
| Q3 24 | $5.3B | $13.5B | ||
| Q2 24 | $5.3B | $12.6B |
| Q1 26 | — | 0.25× | ||
| Q4 25 | 6.31× | — | ||
| Q3 25 | 3.61× | — | ||
| Q2 25 | 3.86× | — | ||
| Q1 25 | 4.38× | — | ||
| Q4 24 | 4.58× | 0.16× | ||
| Q3 24 | 4.28× | 0.16× | ||
| Q2 24 | 4.42× | 0.17× |
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 | — |
| FCF MarginFCF / Revenue | 4.0% | — |
| Capex IntensityCapex / Revenue | 4.8% | — |
| 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 | $376.3M | ||
| Q3 25 | $143.3M | $405.8M | ||
| Q2 25 | $91.9M | $166.9M | ||
| Q1 25 | $55.9M | $284.0M | ||
| Q4 24 | $151.2M | $332.2M | ||
| Q3 24 | $143.6M | $387.4M | ||
| Q2 24 | $142.8M | $266.1M |
| Q1 26 | — | — | ||
| Q4 25 | $54.7M | $366.3M | ||
| Q3 25 | $79.2M | $397.3M | ||
| Q2 25 | $34.6M | $159.7M | ||
| Q1 25 | $-13.4M | $271.0M | ||
| Q4 24 | $73.2M | $324.7M | ||
| Q3 24 | $70.4M | $378.0M | ||
| Q2 24 | $94.0M | $258.4M |
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 26.8% | ||
| Q3 25 | 5.3% | 29.2% | ||
| Q2 25 | 2.3% | 12.0% | ||
| Q1 25 | -0.9% | 21.1% | ||
| Q4 24 | 5.3% | 25.8% | ||
| Q3 24 | 4.7% | 30.4% | ||
| Q2 24 | 5.8% | 21.6% |
| Q1 26 | — | — | ||
| Q4 25 | 4.8% | 0.7% | ||
| Q3 25 | 4.3% | 0.6% | ||
| Q2 25 | 3.7% | 0.5% | ||
| Q1 25 | 4.9% | 1.0% | ||
| Q4 24 | 5.6% | 0.6% | ||
| Q3 24 | 4.9% | 0.8% | ||
| Q2 24 | 3.0% | 0.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.42× | ||
| Q3 25 | 15.58× | 3.52× | ||
| Q2 25 | 2.34× | 1.94× | ||
| Q1 25 | 7.87× | 2.58× | ||
| Q4 24 | — | 3.48× | ||
| Q3 24 | 14.36× | 4.20× | ||
| Q2 24 | 7.85× | — |
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% |
SIGI
Segment breakdown not available.
