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Side-by-side financial comparison of AMERICAN AXLE & MANUFACTURING HOLDINGS INC (AXL) and Workday, Inc. (WDAY). Click either name above to swap in a different company.
Workday, Inc. is the larger business by last-quarter revenue ($2.4B vs $1.4B, roughly 1.8× AMERICAN AXLE & MANUFACTURING HOLDINGS INC). Workday, Inc. runs the higher net margin — 10.4% vs -5.4%, a 15.8% gap on every dollar of revenue. On growth, Workday, Inc. posted the faster year-over-year revenue change (12.6% vs 0.2%). Workday, Inc. produced more free cash flow last quarter ($550.0M vs $54.7M). Over the past eight quarters, Workday, Inc.'s revenue compounded faster (12.5% 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.
Workday, Inc. is a leading global enterprise cloud software provider that develops and distributes human capital management, financial management, and enterprise resource planning solutions. It caters primarily to mid-sized and large organizations across sectors including education, healthcare, finance, and technology, with operations spanning North America, Europe, and Asia Pacific.
AXL vs WDAY — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $2.4B |
| Net Profit | $-75.3M | $252.0M |
| Gross Margin | 10.2% | — |
| Operating Margin | -2.4% | 10.6% |
| Net Margin | -5.4% | 10.4% |
| Revenue YoY | 0.2% | 12.6% |
| Net Profit YoY | -449.6% | 30.6% |
| EPS (diluted) | $-0.62 | $0.94 |
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 | $2.4B | ||
| Q3 25 | $1.5B | $2.3B | ||
| Q2 25 | $1.5B | $2.2B | ||
| Q1 25 | $1.4B | $2.2B | ||
| Q4 24 | $1.4B | $2.2B | ||
| Q3 24 | $1.5B | $2.1B | ||
| Q2 24 | $1.6B | $2.0B | ||
| Q1 24 | $1.6B | $1.9B |
| Q4 25 | $-75.3M | $252.0M | ||
| Q3 25 | $9.2M | $228.0M | ||
| Q2 25 | $39.3M | $68.0M | ||
| Q1 25 | $7.1M | $94.0M | ||
| Q4 24 | $-13.7M | $193.0M | ||
| Q3 24 | $10.0M | $132.0M | ||
| Q2 24 | $18.2M | $107.0M | ||
| Q1 24 | $20.5M | $1.2B |
| 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% | 10.6% | ||
| Q3 25 | 3.2% | 10.6% | ||
| Q2 25 | 3.6% | 1.7% | ||
| Q1 25 | 3.0% | 3.4% | ||
| Q4 24 | 2.6% | 7.6% | ||
| Q3 24 | 2.8% | 5.3% | ||
| Q2 24 | 5.3% | 3.2% | ||
| Q1 24 | 4.8% | 4.1% |
| Q4 25 | -5.4% | 10.4% | ||
| Q3 25 | 0.6% | 9.7% | ||
| Q2 25 | 2.6% | 3.0% | ||
| Q1 25 | 0.5% | 4.3% | ||
| Q4 24 | -1.0% | 8.9% | ||
| Q3 24 | 0.7% | 6.3% | ||
| Q2 24 | 1.1% | 5.4% | ||
| Q1 24 | 1.3% | 61.8% |
| Q4 25 | $-0.62 | $0.94 | ||
| Q3 25 | $0.07 | $0.84 | ||
| Q2 25 | $0.32 | $0.25 | ||
| Q1 25 | $0.06 | $0.34 | ||
| Q4 24 | $-0.11 | $0.72 | ||
| Q3 24 | $0.08 | $0.49 | ||
| Q2 24 | $0.15 | $0.40 | ||
| Q1 24 | $0.17 | $4.48 |
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 | $6.8B |
| Total DebtLower is stronger | $4.0B | — |
| Stockholders' EquityBook value | $640.0M | $8.9B |
| Total Assets | $6.7B | $17.8B |
| Debt / EquityLower = less leverage | 6.31× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $708.9M | $6.8B | ||
| Q3 25 | $714.1M | $8.2B | ||
| Q2 25 | $586.5M | $8.0B | ||
| Q1 25 | $549.2M | $8.0B | ||
| Q4 24 | $552.9M | $7.2B | ||
| Q3 24 | $542.5M | $7.4B | ||
| Q2 24 | $519.9M | $7.2B | ||
| Q1 24 | $469.8M | $7.8B |
| 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 | $3.0B | ||
| Q1 24 | $2.7B | $3.0B |
| Q4 25 | $640.0M | $8.9B | ||
| Q3 25 | $718.4M | $9.2B | ||
| Q2 25 | $673.0M | $8.9B | ||
| Q1 25 | $596.3M | $9.0B | ||
| Q4 24 | $562.8M | $8.6B | ||
| Q3 24 | $616.3M | $8.3B | ||
| Q2 24 | $609.6M | $8.2B | ||
| Q1 24 | $621.4M | $8.1B |
| Q4 25 | $6.7B | $17.8B | ||
| Q3 25 | $5.3B | $18.0B | ||
| Q2 25 | $5.3B | $17.2B | ||
| Q1 25 | $5.1B | $18.0B | ||
| Q4 24 | $5.1B | $16.4B | ||
| Q3 24 | $5.3B | $16.2B | ||
| Q2 24 | $5.3B | $15.9B | ||
| Q1 24 | $5.4B | $16.5B |
| 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× | 0.37× | ||
| Q1 24 | 4.40× | 0.37× |
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 | $588.0M |
| Free Cash FlowOCF − Capex | $54.7M | $550.0M |
| FCF MarginFCF / Revenue | 4.0% | 22.6% |
| Capex IntensityCapex / Revenue | 4.8% | 1.6% |
| Cash ConversionOCF / Net Profit | — | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | $155.1M | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.5M | $588.0M | ||
| Q3 25 | $143.3M | $616.0M | ||
| Q2 25 | $91.9M | $457.0M | ||
| Q1 25 | $55.9M | $1.1B | ||
| Q4 24 | $151.2M | $406.0M | ||
| Q3 24 | $143.6M | $571.0M | ||
| Q2 24 | $142.8M | $372.0M | ||
| Q1 24 | $17.8M | $995.6M |
| Q4 25 | $54.7M | $550.0M | ||
| Q3 25 | $79.2M | $588.0M | ||
| Q2 25 | $34.6M | $421.0M | ||
| Q1 25 | $-13.4M | $1.0B | ||
| Q4 24 | $73.2M | $359.0M | ||
| Q3 24 | $70.4M | $516.0M | ||
| Q2 24 | $94.0M | $291.0M | ||
| Q1 24 | $-30.2M | $947.6M |
| Q4 25 | 4.0% | 22.6% | ||
| Q3 25 | 5.3% | 25.0% | ||
| Q2 25 | 2.3% | 18.8% | ||
| Q1 25 | -0.9% | 46.4% | ||
| Q4 24 | 5.3% | 16.6% | ||
| Q3 24 | 4.7% | 24.7% | ||
| Q2 24 | 5.8% | 14.6% | ||
| Q1 24 | -1.9% | 49.3% |
| Q4 25 | 4.8% | 1.6% | ||
| Q3 25 | 4.3% | 1.2% | ||
| Q2 25 | 3.7% | 1.6% | ||
| Q1 25 | 4.9% | 3.9% | ||
| Q4 24 | 5.6% | 2.2% | ||
| Q3 24 | 4.9% | 2.6% | ||
| Q2 24 | 3.0% | 4.1% | ||
| Q1 24 | 3.0% | 2.5% |
| Q4 25 | — | 2.33× | ||
| Q3 25 | 15.58× | 2.70× | ||
| Q2 25 | 2.34× | 6.72× | ||
| Q1 25 | 7.87× | 11.83× | ||
| Q4 24 | — | 2.10× | ||
| Q3 24 | 14.36× | 4.33× | ||
| Q2 24 | 7.85× | 3.48× | ||
| Q1 24 | 0.87× | 0.84× |
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% |
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
