CoverageForm 410-K10-Q8-K13D13G13F

AXL · American Axle & Manufacturing Holdings Inc - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$2.38B-$1.51B$1.54B$1.41B-$1.50B$1.63B$1.61B-
Cost of Revenue$2.15B-$1.32B$1.34B$1.24B-$1.33B$1.42B$1.41B-
Gross Profit$225.40M-$189.00M$200.70M$173.90M-$171.30M$217.30M$198.50M-
R&D----------
SG&A$137.30M-$98.80M$100.80M$90.90M-$94.60M$105.20M$98.30M-
Total Operating Expenses----------
D&A$181.80M-$116.30M$113.50M$112.20M-$116.90M$119.60M$117.80M-
Operating Income($33.70M)-$48.40M$55.00M$42.70M-$41.70M$86.50M$77.00M-
Interest Expense$89.60M-$42.70M$43.10M$42.90M-$45.20M$47.90M$49.00M-
Income Tax($19.60M)-($10.90M)$28.10M$14.00M-($12.10M)$17.20M$15.90M-
Net Income($100.30M)-$9.20M$39.30M$7.10M-$10.00M$18.20M$20.50M-
EPS - Basic($0.52)-$0.07$0.32$0.06-$0.08$0.15$0.17-
EPS - Diluted($0.52)-$0.07$0.32$0.06-$0.08$0.15$0.17-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$1.01B$708.90M$714.10M$586.50M$549.20M$552.90M$542.50M$519.90M$469.80M$519.90M
Accounts Receivable$1.54B$733.00M$857.20M$844.50M$817.40M$709.10M$900.10M$935.40M$960.50M$818.50M
Inventory$1.00B$466.40M$442.40M$449.10M$434.30M$442.50M$465.60M$469.20M$476.80M$482.90M
Accounts Payable$1.64B$718.30M$798.80M$771.80M$745.30M$700.50M$805.70M$837.60M$830.10M$773.90M
Current Assets$3.89B$3.63B$2.25B$2.17B$2.03B$1.91B$2.14B$2.11B$2.09B$2.01B
Total Assets$11.27B$6.67B$5.34B$5.27B$5.14B$5.06B$5.33B$5.34B$5.37B$5.36B
Current Liabilities$2.79B$1.23B$1.27B$1.23B$1.18B$1.18B$1.29B$1.26B$1.24B$1.20B
Long-term Debt$5.25B$4.08B$2.63B$2.63B$2.65B$2.61B$2.68B$2.73B$2.78B$2.79B
Total Liabilities$9.77B$6.03B$4.62B$4.60B$4.54B$4.50B$4.71B$4.73B$4.75B$4.75B
Stockholders' Equity$1.50B$640.00M$718.40M$673.00M$596.30M$562.80M$616.30M$609.60M$621.40M$604.90M
Retained Earnings($368.20M)($267.90M)($192.60M)($201.80M)($241.10M)($248.20M)($234.50M)($244.50M)($262.70M)($283.20M)

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow($64.40M)---$55.90M---$17.80M-
Investing Cash Flow($347.50M)---($40.20M)---($48.20M)-
Financing Cash Flow($775.50M)---($24.00M)---($16.00M)-
CapEx$103.60M---$69.30M---$48.00M-
Free Cash Flow($168.00M)---($13.40M)---($30.20M)-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin9.5%-12.6%13.1%12.3%-11.4%13.3%12.4%-
Operating margin-1.4%-3.2%3.6%3.0%-2.8%5.3%4.8%-
EBITDA margin6.2%-10.9%11.0%11.0%-10.5%12.6%12.1%-
Net margin-4.2%-0.6%2.6%0.5%-0.7%1.1%1.3%-
Free cash flow margin-7.1%----0.9%----1.9%-
FCF / Net income1.67----1.89----1.47-
R&D / Revenue----------
SG&A / Revenue5.8%-6.6%6.6%6.4%-6.3%6.4%6.1%-
Effective tax rate---41.7%66.4%--48.6%43.7%-
Return on assets-0.9%-0.2%0.7%0.1%-0.2%0.3%0.4%-
Return on equity-6.7%-1.3%5.8%1.2%-1.6%3.0%3.3%-
Return on invested capital-0.4%-1.1%1.0%0.7%-1.0%1.3%1.3%-
Liquidity
Current ratio1.402.951.771.771.721.631.651.681.691.67
Quick ratio1.042.571.431.401.351.251.291.301.311.27
Cash ratio0.360.570.560.480.460.470.420.410.380.43
Leverage
Debt / Equity3.516.383.663.914.444.644.344.494.474.62
Debt / Assets0.470.610.490.500.510.520.500.510.520.52
Debt / EBITDA35.48-15.9815.6317.08-16.8713.2714.25-
Interest coverage-0.4x-1.1x1.3x1.0x-0.9x1.8x1.6x-
Equity multiplier7.5210.427.447.848.628.998.658.758.648.85
Liabilities / Assets0.870.900.870.870.880.890.880.890.880.89
Efficiency
Asset turnover0.21-0.280.290.27-0.280.310.30-
Inventory turnover2.14-2.982.972.85-2.863.022.95-
Days sales outstanding236d-208d201d211d-218d209d218d-
Days inventory outstanding170d-123d123d128d-127d121d124d-
Days payable outstanding278d-222d211d220d-221d216d215d-
Cash conversion cycle127d-109d112d120d-125d114d127d-
Valuation
P / E----------
P / B----------
P / S----------
EV / EBITDA----------
Growth
Revenue growth (YoY)68.6%-0.0%-5.9%-12.2%--3.0%3.9%7.6%-
Revenue CAGR (3y)16.8%--0.7%2.2%-0.6%-7.4%8.3%4.1%-
Revenue CAGR (5y)10.8%-1.3%24.4%1.0%--2.1%-0.9%-1.3%-
Gross profit growth (YoY)29.6%-10.3%-7.6%-12.4%-31.2%21.9%23.6%-
Operating income growth (YoY)--16.1%-36.4%-44.5%-74.5%49.7%113.3%-
Net income growth (YoY)---8.0%115.9%-65.4%--127.5%--
EPS growth (YoY)---12.5%113.3%-64.7%--114.3%--
EPS CAGR (3y)---31.7%19.0%81.7%--4.9%-19.8%-
EPS CAGR (5y)---41.1%-----19.7%-13.9%-
FCF growth (YoY)-1153.7%---55.6%----108.3%-
FCF CAGR (5y)----------
Book value growth (YoY)151.3%13.7%16.6%10.4%-4.0%-7.0%0.4%-5.5%-0.0%-3.6%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$5.84B total
Driveline$4.06B · 69.5%
Metal Forming$1.78B · 30.5%

Geographic

$8.94B total
North America$3.09B · 34.6%
MX$2.18B · 24.3%
US$2.16B · 24.2%
Asia$524.10M · 5.9%
Europe$338.90M · 3.8%
Asiaexcluding China$293.60M · 3.3%
CN$242.70M · 2.7%
South America$103.50M · 1.2%

Peer comparison

Same SIC group: Motor Vehicle Parts & Accessories

CompanyRevenue (last FY)Net marginROE
ALSN$3.01B20.7%33.4%
ALV$10.81B6.8%28.6%
DAN$7.50B1.1%10.1%
PHIN$3.48B3.7%8.2%
BWA$14.32B1.9%5.1%

Comparing AMERICAN AXLE & MANUFACTURING HOLDINGS INC against the 5 most active filers in the same SIC group.