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安道拓（ADNT）与AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）财务数据对比。点击上方公司名可切换其他公司
安道拓的季度营收约是AMERICAN AXLE & MANUFACTURING HOLDINGS INC的2.6倍（$3.6B vs $1.4B）。安道拓净利率更高（-0.6% vs -5.4%，领先4.8%）。安道拓同比增速更快（4.3% vs 0.2%）。AMERICAN AXLE & MANUFACTURING HOLDINGS INC自由现金流更多（$54.7M vs $15.0M）。过去两年安道拓的营收复合增速更高（-1.4% vs -7.2%）
安道拓是全球规模最大的汽车座椅制造商，注册地位于爱尔兰，运营总部设在美国密歇根州普利茅斯，业务覆盖全球各地，为全球客户提供专业的汽车座椅相关产品及解决方案，在汽车座椅领域拥有领先的市场地位与技术优势。
美国车桥制造控股有限公司总部位于密歇根州底特律，是一家美国汽车传动轴与动力传动系统零部件及系统制造商，在汽车传动领域拥有成熟的技术与产能，为全球多家车企供应相关核心配件。
ADNT vs AXL — 直观对比
营收规模更大
ADNT
是对方的2.6倍
$1.4B
营收增速更快
ADNT
高出4.0%
0.2%
净利率更高
ADNT
高出4.8%
-5.4%
自由现金流更多
AXL
多$39.7M
$15.0M
两年增速更快
ADNT
近两年复合增速
-7.2%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $3.6B | $1.4B |
| 净利润 | $-22.0M | $-75.3M |
| 毛利率 | 6.0% | 10.2% |
| 营业利润率 | 1.1% | -2.4% |
| 净利率 | -0.6% | -5.4% |
| 营收同比 | 4.3% | 0.2% |
| 净利润同比 | — | -449.6% |
| 每股收益（稀释后） | $-0.28 | $-0.62 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收ADNTAXL
| Q4 25 | $3.6B | $1.4B | ||
| Q3 25 | $3.7B | $1.5B | ||
| Q2 25 | $3.7B | $1.5B | ||
| Q1 25 | $3.6B | $1.4B | ||
| Q4 24 | $3.5B | $1.4B | ||
| Q3 24 | $3.6B | $1.5B | ||
| Q2 24 | $3.7B | $1.6B | ||
| Q1 24 | $3.8B | $1.6B |
净利润ADNTAXL
| Q4 25 | $-22.0M | $-75.3M | ||
| Q3 25 | $18.0M | $9.2M | ||
| Q2 25 | $36.0M | $39.3M | ||
| Q1 25 | $-335.0M | $7.1M | ||
| Q4 24 | $0 | $-13.7M | ||
| Q3 24 | $79.0M | $10.0M | ||
| Q2 24 | $-11.0M | $18.2M | ||
| Q1 24 | $-70.0M | $20.5M |
毛利率ADNTAXL
| Q4 25 | 6.0% | 10.2% | ||
| Q3 25 | 6.7% | 12.6% | ||
| Q2 25 | 6.3% | 13.1% | ||
| Q1 25 | 7.2% | 12.3% | ||
| Q4 24 | 6.2% | 11.2% | ||
| Q3 24 | 6.9% | 11.4% | ||
| Q2 24 | 5.6% | 13.3% | ||
| Q1 24 | 6.1% | 12.4% |
营业利润率ADNTAXL
| Q4 25 | 1.1% | -2.4% | ||
| Q3 25 | 1.7% | 3.2% | ||
| Q2 25 | 1.8% | 3.6% | ||
| Q1 25 | -7.3% | 3.0% | ||
| Q4 24 | 1.3% | 2.6% | ||
| Q3 24 | 1.8% | 2.8% | ||
| Q2 24 | 1.2% | 5.3% | ||
| Q1 24 | -1.1% | 4.8% |
净利率ADNTAXL
| Q4 25 | -0.6% | -5.4% | ||
| Q3 25 | 0.5% | 0.6% | ||
| Q2 25 | 1.0% | 2.6% | ||
| Q1 25 | -9.3% | 0.5% | ||
| Q4 24 | — | -1.0% | ||
| Q3 24 | 2.2% | 0.7% | ||
| Q2 24 | -0.3% | 1.1% | ||
| Q1 24 | -1.9% | 1.3% |
每股收益（稀释后）ADNTAXL
| Q4 25 | $-0.28 | $-0.62 | ||
| Q3 25 | $0.17 | $0.07 | ||
| Q2 25 | $0.43 | $0.32 | ||
| Q1 25 | $-3.99 | $0.06 | ||
| Q4 24 | $0.00 | $-0.11 | ||
| Q3 24 | $0.88 | $0.08 | ||
| Q2 24 | $-0.12 | $0.15 | ||
| Q1 24 | $-0.77 | $0.17 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | — | $708.9M |
| 总债务越低越好 | $2.4B | $4.0B |
| 股东权益账面价值 | $1.7B | $640.0M |
| 总资产 | $8.8B | $6.7B |
| 负债/权益比越低杠杆越低 | 1.37× | 6.31× |
8季度趋势，按日历期对齐
现金及短期投资ADNTAXL
| Q4 25 | — | $708.9M | ||
| Q3 25 | — | $714.1M | ||
| Q2 25 | — | $586.5M | ||
| Q1 25 | — | $549.2M | ||
| Q4 24 | — | $552.9M | ||
| Q3 24 | — | $542.5M | ||
| Q2 24 | — | $519.9M | ||
| Q1 24 | — | $469.8M |
总债务ADNTAXL
| Q4 25 | $2.4B | $4.0B | ||
| Q3 25 | $2.4B | $2.6B | ||
| Q2 25 | $2.4B | $2.6B | ||
| Q1 25 | $2.4B | $2.6B | ||
| Q4 24 | $2.4B | $2.6B | ||
| Q3 24 | $2.4B | $2.6B | ||
| Q2 24 | $2.4B | $2.7B | ||
| Q1 24 | $2.4B | $2.7B |
股东权益ADNTAXL
| Q4 25 | $1.7B | $640.0M | ||
| Q3 25 | $1.8B | $718.4M | ||
| Q2 25 | $1.8B | $673.0M | ||
| Q1 25 | $1.7B | $596.3M | ||
| Q4 24 | $1.9B | $562.8M | ||
| Q3 24 | $2.1B | $616.3M | ||
| Q2 24 | $1.9B | $609.6M | ||
| Q1 24 | $2.1B | $621.4M |
总资产ADNTAXL
| Q4 25 | $8.8B | $6.7B | ||
| Q3 25 | $9.0B | $5.3B | ||
| Q2 25 | $8.8B | $5.3B | ||
| Q1 25 | $8.6B | $5.1B | ||
| Q4 24 | $8.5B | $5.1B | ||
| Q3 24 | $9.4B | $5.3B | ||
| Q2 24 | $9.1B | $5.3B | ||
| Q1 24 | $9.3B | $5.4B |
负债/权益比ADNTAXL
| Q4 25 | 1.37× | 6.31× | ||
| Q3 25 | 1.35× | 3.61× | ||
| Q2 25 | 1.34× | 3.86× | ||
| Q1 25 | 1.44× | 4.38× | ||
| Q4 24 | 1.28× | 4.58× | ||
| Q3 24 | 1.12× | 4.28× | ||
| Q2 24 | 1.24× | 4.42× | ||
| Q1 24 | 1.16× | 4.40× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $80.0M | $120.5M |
| 自由现金流经营现金流 - 资本支出 | $15.0M | $54.7M |
| 自由现金流率自由现金流/营收 | 0.4% | 4.0% |
| 资本支出强度资本支出/营收 | 1.8% | 4.8% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $174.0M | $155.1M |
8季度趋势，按日历期对齐
经营现金流ADNTAXL
| Q4 25 | $80.0M | $120.5M | ||
| Q3 25 | $213.0M | $143.3M | ||
| Q2 25 | $172.0M | $91.9M | ||
| Q1 25 | $-45.0M | $55.9M | ||
| Q4 24 | $109.0M | $151.2M | ||
| Q3 24 | $263.0M | $143.6M | ||
| Q2 24 | $158.0M | $142.8M | ||
| Q1 24 | $81.0M | $17.8M |
自由现金流ADNTAXL
| Q4 25 | $15.0M | $54.7M | ||
| Q3 25 | $134.0M | $79.2M | ||
| Q2 25 | $115.0M | $34.6M | ||
| Q1 25 | $-90.0M | $-13.4M | ||
| Q4 24 | $45.0M | $73.2M | ||
| Q3 24 | $191.0M | $70.4M | ||
| Q2 24 | $88.0M | $94.0M | ||
| Q1 24 | $12.0M | $-30.2M |
自由现金流率ADNTAXL
| Q4 25 | 0.4% | 4.0% | ||
| Q3 25 | 3.6% | 5.3% | ||
| Q2 25 | 3.1% | 2.3% | ||
| Q1 25 | -2.5% | -0.9% | ||
| Q4 24 | 1.3% | 5.3% | ||
| Q3 24 | 5.4% | 4.7% | ||
| Q2 24 | 2.4% | 5.8% | ||
| Q1 24 | 0.3% | -1.9% |
资本支出强度ADNTAXL
| Q4 25 | 1.8% | 4.8% | ||
| Q3 25 | 2.1% | 4.3% | ||
| Q2 25 | 1.5% | 3.7% | ||
| Q1 25 | 1.2% | 4.9% | ||
| Q4 24 | 1.8% | 5.6% | ||
| Q3 24 | 2.0% | 4.9% | ||
| Q2 24 | 1.9% | 3.0% | ||
| Q1 24 | 1.8% | 3.0% |
现金转化率ADNTAXL
| Q4 25 | — | — | ||
| Q3 25 | 11.83× | 15.58× | ||
| Q2 25 | 4.78× | 2.34× | ||
| Q1 25 | — | 7.87× | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.33× | 14.36× | ||
| Q2 24 | — | 7.85× | ||
| Q1 24 | — | 0.87× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ADNT
暂无分部数据
AXL
| Driveline | $748.4M | 54% |
| Other | $345.7M | 25% |
| Metal Forming | $289.8M | 21% |
