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Side-by-side financial comparison of AMERICAN AXLE & MANUFACTURING HOLDINGS INC (AXL) and MARRIOTT VACATIONS WORLDWIDE Corp (VAC). 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 $1.2B, roughly 1.1× MARRIOTT VACATIONS WORLDWIDE Corp). AMERICAN AXLE & MANUFACTURING HOLDINGS INC runs the higher net margin — -5.4% vs -35.0%, a 29.6% gap on every dollar of revenue. On growth, AMERICAN AXLE & MANUFACTURING HOLDINGS INC posted the faster year-over-year revenue change (0.2% vs -0.7%). AMERICAN AXLE & MANUFACTURING HOLDINGS INC produced more free cash flow last quarter ($54.7M vs $-6.0M). Over the past eight quarters, MARRIOTT VACATIONS WORLDWIDE Corp's revenue compounded faster (5.2% 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.
Marriott Vacations Worldwide Corporation is a pure-play public timeshare company. Formerly a division of Marriott International, Marriott Vacations Worldwide was established as a separate, publicly traded entity focusing primarily on vacation ownership in November 2011. Marriott Vacations Worldwide runs more than 120 resorts with over 700,000 Owners and members in a diverse portfolio of brands under The Marriott Vacation Clubs name. Its brands include Marriott Vacation Club, The Marriott Vaca...
AXL vs VAC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.2B |
| Net Profit | $-75.3M | $-431.0M |
| Gross Margin | 10.2% | — |
| Operating Margin | -2.4% | — |
| Net Margin | -5.4% | -35.0% |
| Revenue YoY | 0.2% | -0.7% |
| Net Profit YoY | -449.6% | -962.0% |
| EPS (diluted) | $-0.62 | $-12.00 |
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 | $1.2B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.4B | $1.1B | ||
| Q4 24 | $1.4B | $1.2B | ||
| Q3 24 | $1.5B | $1.2B | ||
| Q2 24 | $1.6B | $1.1B | ||
| Q1 24 | $1.6B | $1.1B |
| Q4 25 | $-75.3M | $-431.0M | ||
| Q3 25 | $9.2M | $-2.0M | ||
| Q2 25 | $39.3M | $69.0M | ||
| Q1 25 | $7.1M | $56.0M | ||
| Q4 24 | $-13.7M | $50.0M | ||
| Q3 24 | $10.0M | $84.0M | ||
| Q2 24 | $18.2M | $37.0M | ||
| Q1 24 | $20.5M | $47.0M |
| 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 24 | 12.4% | — |
| Q4 25 | -2.4% | — | ||
| Q3 25 | 3.2% | — | ||
| Q2 25 | 3.6% | — | ||
| Q1 25 | 3.0% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 2.8% | — | ||
| Q2 24 | 5.3% | — | ||
| Q1 24 | 4.8% | — |
| Q4 25 | -5.4% | -35.0% | ||
| Q3 25 | 0.6% | -0.2% | ||
| Q2 25 | 2.6% | 6.0% | ||
| Q1 25 | 0.5% | 5.0% | ||
| Q4 24 | -1.0% | 4.0% | ||
| Q3 24 | 0.7% | 6.9% | ||
| Q2 24 | 1.1% | 3.5% | ||
| Q1 24 | 1.3% | 4.2% |
| Q4 25 | $-0.62 | $-12.00 | ||
| Q3 25 | $0.07 | $-0.07 | ||
| Q2 25 | $0.32 | $1.77 | ||
| Q1 25 | $0.06 | $1.46 | ||
| Q4 24 | $-0.11 | $1.29 | ||
| Q3 24 | $0.08 | $2.12 | ||
| Q2 24 | $0.15 | $0.98 | ||
| Q1 24 | $0.17 | $1.22 |
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 | $406.0M |
| Total DebtLower is stronger | $4.0B | — |
| Stockholders' EquityBook value | $640.0M | $2.0B |
| Total Assets | $6.7B | $9.8B |
| Debt / EquityLower = less leverage | 6.31× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $708.9M | $406.0M | ||
| Q3 25 | $714.1M | $474.0M | ||
| Q2 25 | $586.5M | $205.0M | ||
| Q1 25 | $549.2M | $196.0M | ||
| Q4 24 | $552.9M | $197.0M | ||
| Q3 24 | $542.5M | $197.0M | ||
| Q2 24 | $519.9M | $206.0M | ||
| Q1 24 | $469.8M | $237.0M |
| 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 | $2.0B | ||
| Q3 25 | $718.4M | $2.5B | ||
| Q2 25 | $673.0M | $2.5B | ||
| Q1 25 | $596.3M | $2.4B | ||
| Q4 24 | $562.8M | $2.4B | ||
| Q3 24 | $616.3M | $2.4B | ||
| Q2 24 | $609.6M | $2.4B | ||
| Q1 24 | $621.4M | $2.4B |
| Q4 25 | $6.7B | $9.8B | ||
| Q3 25 | $5.3B | $10.1B | ||
| Q2 25 | $5.3B | $9.9B | ||
| Q1 25 | $5.1B | $9.9B | ||
| Q4 24 | $5.1B | $9.8B | ||
| Q3 24 | $5.3B | $9.7B | ||
| Q2 24 | $5.3B | $9.6B | ||
| Q1 24 | $5.4B | $9.9B |
| 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 | $6.0M |
| Free Cash FlowOCF − Capex | $54.7M | $-6.0M |
| FCF MarginFCF / Revenue | 4.0% | -0.5% |
| Capex IntensityCapex / Revenue | 4.8% | 1.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $155.1M | $-29.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.5M | $6.0M | ||
| Q3 25 | $143.3M | $62.0M | ||
| Q2 25 | $91.9M | $-48.0M | ||
| Q1 25 | $55.9M | $8.0M | ||
| Q4 24 | $151.2M | $100.0M | ||
| Q3 24 | $143.6M | $72.0M | ||
| Q2 24 | $142.8M | $30.0M | ||
| Q1 24 | $17.8M | $3.0M |
| Q4 25 | $54.7M | $-6.0M | ||
| Q3 25 | $79.2M | $51.0M | ||
| Q2 25 | $34.6M | $-68.0M | ||
| Q1 25 | $-13.4M | $-6.0M | ||
| Q4 24 | $73.2M | $86.0M | ||
| Q3 24 | $70.4M | $58.0M | ||
| Q2 24 | $94.0M | $17.0M | ||
| Q1 24 | $-30.2M | $-13.0M |
| Q4 25 | 4.0% | -0.5% | ||
| Q3 25 | 5.3% | 4.3% | ||
| Q2 25 | 2.3% | -5.9% | ||
| Q1 25 | -0.9% | -0.5% | ||
| Q4 24 | 5.3% | 6.9% | ||
| Q3 24 | 4.7% | 4.8% | ||
| Q2 24 | 5.8% | 1.6% | ||
| Q1 24 | -1.9% | -1.2% |
| Q4 25 | 4.8% | 1.0% | ||
| Q3 25 | 4.3% | 0.9% | ||
| Q2 25 | 3.7% | 1.7% | ||
| Q1 25 | 4.9% | 1.3% | ||
| Q4 24 | 5.6% | 1.1% | ||
| Q3 24 | 4.9% | 1.1% | ||
| Q2 24 | 3.0% | 1.2% | ||
| Q1 24 | 3.0% | 1.4% |
| Q4 25 | — | — | ||
| Q3 25 | 15.58× | — | ||
| Q2 25 | 2.34× | -0.70× | ||
| Q1 25 | 7.87× | 0.14× | ||
| Q4 24 | — | 2.00× | ||
| Q3 24 | 14.36× | 0.86× | ||
| Q2 24 | 7.85× | 0.81× | ||
| Q1 24 | 0.87× | 0.06× |
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% |
VAC
| Cost Reimbursement | $467.0M | 38% |
| Time Share | $381.0M | 31% |
| Management And Exchange | $212.0M | 17% |
| Ancillary Revenues | $64.0M | 5% |
| Management Service | $55.0M | 4% |
| Service Other | $36.0M | 3% |
