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Side-by-side financial comparison of AMERICAN AXLE & MANUFACTURING HOLDINGS INC (AXL) and Tapestry, Inc. (TPR). Click either name above to swap in a different company.
Tapestry, Inc. is the larger business by last-quarter revenue ($2.5B vs $1.4B, roughly 1.8× AMERICAN AXLE & MANUFACTURING HOLDINGS INC). Tapestry, Inc. runs the higher net margin — 22.4% vs -5.4%, a 27.9% gap on every dollar of revenue. On growth, Tapestry, Inc. posted the faster year-over-year revenue change (14.0% vs 0.2%). Tapestry, Inc. produced more free cash flow last quarter ($1.0B vs $54.7M). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (29.9% 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.
Tapestry, Inc. is a leading American multinational luxury fashion holding company. It owns three iconic lifestyle brands: Coach, Kate Spade New York, and Stuart Weitzman, offering premium handbags, apparel, footwear, accessories, and fragrances to global consumers via physical retail stores and e-commerce platforms.
AXL vs TPR — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $2.5B |
| Net Profit | $-75.3M | $561.3M |
| Gross Margin | 10.2% | 75.5% |
| Operating Margin | -2.4% | 28.6% |
| Net Margin | -5.4% | 22.4% |
| Revenue YoY | 0.2% | 14.0% |
| Net Profit YoY | -449.6% | 80.8% |
| EPS (diluted) | $-0.62 | $2.68 |
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 | $2.5B | ||
| Q3 25 | $1.5B | $1.7B | ||
| Q2 25 | $1.5B | $1.7B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.4B | $2.2B | ||
| Q3 24 | $1.5B | $1.5B | ||
| Q2 24 | $1.6B | $1.6B | ||
| Q1 24 | $1.6B | $1.5B |
| Q4 25 | $-75.3M | $561.3M | ||
| Q3 25 | $9.2M | $274.8M | ||
| Q2 25 | $39.3M | $-517.1M | ||
| Q1 25 | $7.1M | $203.3M | ||
| Q4 24 | $-13.7M | $310.4M | ||
| Q3 24 | $10.0M | $186.6M | ||
| Q2 24 | $18.2M | $159.3M | ||
| Q1 24 | $20.5M | $139.4M |
| Q4 25 | 10.2% | 75.5% | ||
| Q3 25 | 12.6% | 76.3% | ||
| Q2 25 | 13.1% | 76.3% | ||
| Q1 25 | 12.3% | 76.1% | ||
| Q4 24 | 11.2% | 74.4% | ||
| Q3 24 | 11.4% | 75.3% | ||
| Q2 24 | 13.3% | 74.9% | ||
| Q1 24 | 12.4% | 74.7% |
| Q4 25 | -2.4% | 28.6% | ||
| Q3 25 | 3.2% | 19.3% | ||
| Q2 25 | 3.6% | -33.9% | ||
| Q1 25 | 3.0% | 16.0% | ||
| Q4 24 | 2.6% | 22.4% | ||
| Q3 24 | 2.8% | 16.7% | ||
| Q2 24 | 5.3% | 14.8% | ||
| Q1 24 | 4.8% | 13.8% |
| Q4 25 | -5.4% | 22.4% | ||
| Q3 25 | 0.6% | 16.1% | ||
| Q2 25 | 2.6% | -30.0% | ||
| Q1 25 | 0.5% | 12.8% | ||
| Q4 24 | -1.0% | 14.1% | ||
| Q3 24 | 0.7% | 12.4% | ||
| Q2 24 | 1.1% | 10.0% | ||
| Q1 24 | 1.3% | 9.4% |
| Q4 25 | $-0.62 | $2.68 | ||
| Q3 25 | $0.07 | $1.28 | ||
| Q2 25 | $0.32 | $-2.30 | ||
| Q1 25 | $0.06 | $0.95 | ||
| Q4 24 | $-0.11 | $1.38 | ||
| Q3 24 | $0.08 | $0.79 | ||
| Q2 24 | $0.15 | $0.67 | ||
| Q1 24 | $0.17 | $0.60 |
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 | $1.1B |
| Total DebtLower is stronger | $4.0B | $2.4B |
| Stockholders' EquityBook value | $640.0M | $551.2M |
| Total Assets | $6.7B | $6.5B |
| Debt / EquityLower = less leverage | 6.31× | 4.32× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $708.9M | $1.1B | ||
| Q3 25 | $714.1M | $743.2M | ||
| Q2 25 | $586.5M | $1.1B | ||
| Q1 25 | $549.2M | $1.1B | ||
| Q4 24 | $552.9M | $1.0B | ||
| Q3 24 | $542.5M | $7.3B | ||
| Q2 24 | $519.9M | $7.2B | ||
| Q1 24 | $469.8M | $7.4B |
| Q4 25 | $4.0B | $2.4B | ||
| Q3 25 | $2.6B | $2.4B | ||
| Q2 25 | $2.6B | $2.4B | ||
| Q1 25 | $2.6B | $2.4B | ||
| Q4 24 | $2.6B | $2.4B | ||
| Q3 24 | $2.6B | $7.0B | ||
| Q2 24 | $2.7B | $6.9B | ||
| Q1 24 | $2.7B | $7.7B |
| Q4 25 | $640.0M | $551.2M | ||
| Q3 25 | $718.4M | $399.5M | ||
| Q2 25 | $673.0M | $857.8M | ||
| Q1 25 | $596.3M | $1.5B | ||
| Q4 24 | $562.8M | $1.3B | ||
| Q3 24 | $616.3M | $3.0B | ||
| Q2 24 | $609.6M | $2.9B | ||
| Q1 24 | $621.4M | $2.8B |
| Q4 25 | $6.7B | $6.5B | ||
| Q3 25 | $5.3B | $6.4B | ||
| Q2 25 | $5.3B | $6.6B | ||
| Q1 25 | $5.1B | $7.3B | ||
| Q4 24 | $5.1B | $7.3B | ||
| Q3 24 | $5.3B | $13.7B | ||
| Q2 24 | $5.3B | $13.4B | ||
| Q1 24 | $5.4B | $13.7B |
| Q4 25 | 6.31× | 4.32× | ||
| Q3 25 | 3.61× | 5.95× | ||
| Q2 25 | 3.86× | 2.77× | ||
| Q1 25 | 4.38× | 1.59× | ||
| Q4 24 | 4.58× | 1.78× | ||
| Q3 24 | 4.28× | 2.35× | ||
| Q2 24 | 4.42× | 2.39× | ||
| Q1 24 | 4.40× | 2.77× |
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 | $1.1B |
| Free Cash FlowOCF − Capex | $54.7M | $1.0B |
| FCF MarginFCF / Revenue | 4.0% | 41.5% |
| Capex IntensityCapex / Revenue | 4.8% | 1.7% |
| Cash ConversionOCF / Net Profit | — | 1.93× |
| TTM Free Cash FlowTrailing 4 quarters | $155.1M | $1.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.5M | $1.1B | ||
| Q3 25 | $143.3M | $112.6M | ||
| Q2 25 | $91.9M | $446.8M | ||
| Q1 25 | $55.9M | $144.3M | ||
| Q4 24 | $151.2M | $506.0M | ||
| Q3 24 | $143.6M | $119.5M | ||
| Q2 24 | $142.8M | $256.0M | ||
| Q1 24 | $17.8M | $97.8M |
| Q4 25 | $54.7M | $1.0B | ||
| Q3 25 | $79.2M | $80.2M | ||
| Q2 25 | $34.6M | $411.5M | ||
| Q1 25 | $-13.4M | $113.4M | ||
| Q4 24 | $73.2M | $475.1M | ||
| Q3 24 | $70.4M | $93.9M | ||
| Q2 24 | $94.0M | $209.8M | ||
| Q1 24 | $-30.2M | $78.8M |
| Q4 25 | 4.0% | 41.5% | ||
| Q3 25 | 5.3% | 4.7% | ||
| Q2 25 | 2.3% | 23.9% | ||
| Q1 25 | -0.9% | 7.2% | ||
| Q4 24 | 5.3% | 21.6% | ||
| Q3 24 | 4.7% | 6.2% | ||
| Q2 24 | 5.8% | 13.2% | ||
| Q1 24 | -1.9% | 5.3% |
| Q4 25 | 4.8% | 1.7% | ||
| Q3 25 | 4.3% | 1.9% | ||
| Q2 25 | 3.7% | 2.0% | ||
| Q1 25 | 4.9% | 2.0% | ||
| Q4 24 | 5.6% | 1.4% | ||
| Q3 24 | 4.9% | 1.7% | ||
| Q2 24 | 3.0% | 2.9% | ||
| Q1 24 | 3.0% | 1.3% |
| Q4 25 | — | 1.93× | ||
| Q3 25 | 15.58× | 0.41× | ||
| Q2 25 | 2.34× | — | ||
| Q1 25 | 7.87× | 0.71× | ||
| Q4 24 | — | 1.63× | ||
| Q3 24 | 14.36× | 0.64× | ||
| Q2 24 | 7.85× | 1.61× | ||
| Q1 24 | 0.87× | 0.70× |
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% |
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
