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Side-by-side financial comparison of AMERICAN AXLE & MANUFACTURING HOLDINGS INC (AXL) and Trade Desk (The) (TTD). 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 $846.8M, roughly 1.6× Trade Desk (The)). Trade Desk (The) runs the higher net margin — 22.1% vs -5.4%, a 27.5% gap on every dollar of revenue. On growth, Trade Desk (The) posted the faster year-over-year revenue change (14.3% vs 0.2%). Trade Desk (The) produced more free cash flow last quarter ($285.3M vs $54.7M). Over the past eight quarters, Trade Desk (The)'s revenue compounded faster (31.3% 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.
The Trade Desk, Inc. is an American multinational technology company that specializes in real-time programmatic marketing automation technologies, products, and services, designed to personalize digital content delivery to users.
AXL vs TTD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $846.8M |
| Net Profit | $-75.3M | $186.9M |
| Gross Margin | 10.2% | 80.7% |
| Operating Margin | -2.4% | 30.3% |
| Net Margin | -5.4% | 22.1% |
| Revenue YoY | 0.2% | 14.3% |
| Net Profit YoY | -449.6% | 2.6% |
| EPS (diluted) | $-0.62 | $0.39 |
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 | $846.8M | ||
| Q3 25 | $1.5B | $739.4M | ||
| Q2 25 | $1.5B | $694.0M | ||
| Q1 25 | $1.4B | $616.0M | ||
| Q4 24 | $1.4B | $741.0M | ||
| Q3 24 | $1.5B | $628.0M | ||
| Q2 24 | $1.6B | $584.5M | ||
| Q1 24 | $1.6B | $491.3M |
| Q4 25 | $-75.3M | $186.9M | ||
| Q3 25 | $9.2M | $115.5M | ||
| Q2 25 | $39.3M | $90.1M | ||
| Q1 25 | $7.1M | $50.7M | ||
| Q4 24 | $-13.7M | $182.2M | ||
| Q3 24 | $10.0M | $94.2M | ||
| Q2 24 | $18.2M | $85.0M | ||
| Q1 24 | $20.5M | $31.7M |
| Q4 25 | 10.2% | 80.7% | ||
| Q3 25 | 12.6% | 78.1% | ||
| Q2 25 | 13.1% | 78.2% | ||
| Q1 25 | 12.3% | 76.8% | ||
| Q4 24 | 11.2% | 81.7% | ||
| Q3 24 | 11.4% | 80.5% | ||
| Q2 24 | 13.3% | 81.1% | ||
| Q1 24 | 12.4% | 78.9% |
| Q4 25 | -2.4% | 30.3% | ||
| Q3 25 | 3.2% | 21.8% | ||
| Q2 25 | 3.6% | 16.8% | ||
| Q1 25 | 3.0% | 8.8% | ||
| Q4 24 | 2.6% | 26.4% | ||
| Q3 24 | 2.8% | 17.3% | ||
| Q2 24 | 5.3% | 16.2% | ||
| Q1 24 | 4.8% | 5.8% |
| Q4 25 | -5.4% | 22.1% | ||
| Q3 25 | 0.6% | 15.6% | ||
| Q2 25 | 2.6% | 13.0% | ||
| Q1 25 | 0.5% | 8.2% | ||
| Q4 24 | -1.0% | 24.6% | ||
| Q3 24 | 0.7% | 15.0% | ||
| Q2 24 | 1.1% | 14.5% | ||
| Q1 24 | 1.3% | 6.4% |
| Q4 25 | $-0.62 | $0.39 | ||
| Q3 25 | $0.07 | $0.23 | ||
| Q2 25 | $0.32 | $0.18 | ||
| Q1 25 | $0.06 | $0.10 | ||
| Q4 24 | $-0.11 | $0.36 | ||
| Q3 24 | $0.08 | $0.19 | ||
| Q2 24 | $0.15 | $0.17 | ||
| Q1 24 | $0.17 | $0.06 |
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 | $1.3B |
| Total DebtLower is stronger | $4.0B | — |
| Stockholders' EquityBook value | $640.0M | $2.5B |
| Total Assets | $6.7B | $6.2B |
| Debt / EquityLower = less leverage | 6.31× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $708.9M | $1.3B | ||
| Q3 25 | $714.1M | $1.4B | ||
| Q2 25 | $586.5M | $1.7B | ||
| Q1 25 | $549.2M | $1.7B | ||
| Q4 24 | $552.9M | $1.9B | ||
| Q3 24 | $542.5M | $1.7B | ||
| Q2 24 | $519.9M | $1.5B | ||
| Q1 24 | $469.8M | $1.4B |
| 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 | $2.5B | ||
| Q3 25 | $718.4M | $2.6B | ||
| Q2 25 | $673.0M | $2.7B | ||
| Q1 25 | $596.3M | $2.7B | ||
| Q4 24 | $562.8M | $2.9B | ||
| Q3 24 | $616.3M | $2.6B | ||
| Q2 24 | $609.6M | $2.4B | ||
| Q1 24 | $621.4M | $2.2B |
| Q4 25 | $6.7B | $6.2B | ||
| Q3 25 | $5.3B | $5.9B | ||
| Q2 25 | $5.3B | $6.0B | ||
| Q1 25 | $5.1B | $5.7B | ||
| Q4 24 | $5.1B | $6.1B | ||
| Q3 24 | $5.3B | $5.5B | ||
| Q2 24 | $5.3B | $5.2B | ||
| Q1 24 | $5.4B | $4.7B |
| 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 | $311.6M |
| Free Cash FlowOCF − Capex | $54.7M | $285.3M |
| FCF MarginFCF / Revenue | 4.0% | 33.7% |
| Capex IntensityCapex / Revenue | 4.8% | 3.1% |
| Cash ConversionOCF / Net Profit | — | 1.67× |
| TTM Free Cash FlowTrailing 4 quarters | $155.1M | $795.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.5M | $311.6M | ||
| Q3 25 | $143.3M | $224.7M | ||
| Q2 25 | $91.9M | $165.0M | ||
| Q1 25 | $55.9M | $291.4M | ||
| Q4 24 | $151.2M | $199.4M | ||
| Q3 24 | $143.6M | $273.3M | ||
| Q2 24 | $142.8M | $81.3M | ||
| Q1 24 | $17.8M | $185.5M |
| Q4 25 | $54.7M | $285.3M | ||
| Q3 25 | $79.2M | $158.3M | ||
| Q2 25 | $34.6M | $119.8M | ||
| Q1 25 | $-13.4M | $232.3M | ||
| Q4 24 | $73.2M | $179.2M | ||
| Q3 24 | $70.4M | $224.6M | ||
| Q2 24 | $94.0M | $59.1M | ||
| Q1 24 | $-30.2M | $178.2M |
| Q4 25 | 4.0% | 33.7% | ||
| Q3 25 | 5.3% | 21.4% | ||
| Q2 25 | 2.3% | 17.3% | ||
| Q1 25 | -0.9% | 37.7% | ||
| Q4 24 | 5.3% | 24.2% | ||
| Q3 24 | 4.7% | 35.8% | ||
| Q2 24 | 5.8% | 10.1% | ||
| Q1 24 | -1.9% | 36.3% |
| Q4 25 | 4.8% | 3.1% | ||
| Q3 25 | 4.3% | 9.0% | ||
| Q2 25 | 3.7% | 6.5% | ||
| Q1 25 | 4.9% | 9.6% | ||
| Q4 24 | 5.6% | 2.7% | ||
| Q3 24 | 4.9% | 7.8% | ||
| Q2 24 | 3.0% | 3.8% | ||
| Q1 24 | 3.0% | 1.5% |
| Q4 25 | — | 1.67× | ||
| Q3 25 | 15.58× | 1.94× | ||
| Q2 25 | 2.34× | 1.83× | ||
| Q1 25 | 7.87× | 5.75× | ||
| Q4 24 | — | 1.09× | ||
| Q3 24 | 14.36× | 2.90× | ||
| Q2 24 | 7.85× | 0.96× | ||
| Q1 24 | 0.87× | 5.86× |
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% |
TTD
| Other | $427.2M | 50% |
| Non Us | $419.6M | 50% |
