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奥托立夫（ALV）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
奥托立夫的季度营收约是AMERICAN AXLE & MANUFACTURING HOLDINGS INC的2.0倍（$2.8B vs $1.4B）。奥托立夫净利率更高（8.0% vs -5.4%，领先13.5%）。奥托立夫同比增速更快（7.7% vs 0.2%）。奥托立夫自由现金流更多（$426.0M vs $54.7M）。过去两年奥托立夫的营收复合增速更高（3.8% vs -7.2%）
奥托立夫是美瑞合资的汽车安全供应商，总部位于瑞典斯德哥尔摩，在美国特拉华州注册成立，是全球最大的汽车安全系统供应商，主营安全气囊、安全带、方向盘等产品，为全球各大汽车制造商供货。品牌名由代表汽车的“auto”与瑞典语中意为“生命”的“liv”组合而成。
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。
ALV vs AXL — 直观对比
营收规模更大
ALV
是对方的2.0倍
$1.4B
营收增速更快
ALV
高出7.5%
0.2%
净利率更高
ALV
高出13.5%
-5.4%
自由现金流更多
ALV
多$371.3M
$54.7M
两年增速更快
ALV
近两年复合增速
-7.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $1.4B |
| 净利润 | $226.0M | $-75.3M |
| 毛利率 | 20.3% | 10.2% |
| 营业利润率 | 11.4% | -2.4% |
| 净利率 | 8.0% | -5.4% |
| 营收同比 | 7.7% | 0.2% |
| 净利润同比 | -7.4% | -449.6% |
| 每股收益（稀释后） | $2.97 | $-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ALVAXL
| Q4 25 | $2.8B | $1.4B | ||
| Q3 25 | $2.7B | $1.5B | ||
| Q2 25 | $2.7B | $1.5B | ||
| Q1 25 | $2.6B | $1.4B | ||
| Q4 24 | $2.6B | $1.4B | ||
| Q3 24 | $2.6B | $1.5B | ||
| Q2 24 | $2.6B | $1.6B | ||
| Q1 24 | $2.6B | $1.6B |
净利润ALVAXL
| Q4 25 | $226.0M | $-75.3M | ||
| Q3 25 | $175.0M | $9.2M | ||
| Q2 25 | $167.0M | $39.3M | ||
| Q1 25 | $167.0M | $7.1M | ||
| Q4 24 | $244.0M | $-13.7M | ||
| Q3 24 | $138.0M | $10.0M | ||
| Q2 24 | $138.0M | $18.2M | ||
| Q1 24 | $126.0M | $20.5M |
毛利率ALVAXL
| Q4 25 | 20.3% | 10.2% | ||
| Q3 25 | 19.3% | 12.6% | ||
| Q2 25 | 18.5% | 13.1% | ||
| Q1 25 | 18.5% | 12.3% | ||
| Q4 24 | 21.0% | 11.2% | ||
| Q3 24 | 18.0% | 11.4% | ||
| Q2 24 | 18.2% | 13.3% | ||
| Q1 24 | 16.9% | 12.4% |
营业利润率ALVAXL
| Q4 25 | 11.4% | -2.4% | ||
| Q3 25 | 9.9% | 3.2% | ||
| Q2 25 | 9.1% | 3.6% | ||
| Q1 25 | 9.9% | 3.0% | ||
| Q4 24 | 13.5% | 2.6% | ||
| Q3 24 | 8.8% | 2.8% | ||
| Q2 24 | 7.9% | 5.3% | ||
| Q1 24 | 7.4% | 4.8% |
净利率ALVAXL
| Q4 25 | 8.0% | -5.4% | ||
| Q3 25 | 6.5% | 0.6% | ||
| Q2 25 | 6.2% | 2.6% | ||
| Q1 25 | 6.5% | 0.5% | ||
| Q4 24 | 9.3% | -1.0% | ||
| Q3 24 | 5.4% | 0.7% | ||
| Q2 24 | 5.3% | 1.1% | ||
| Q1 24 | 4.8% | 1.3% |
每股收益（稀释后）ALVAXL
| Q4 25 | $2.97 | $-0.62 | ||
| Q3 25 | $2.28 | $0.07 | ||
| Q2 25 | $2.16 | $0.32 | ||
| Q1 25 | $2.14 | $0.06 | ||
| Q4 24 | $3.07 | $-0.11 | ||
| Q3 24 | $1.74 | $0.08 | ||
| Q2 24 | $1.71 | $0.15 | ||
| Q1 24 | $1.52 | $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 | $604.0M | $708.9M |
| 总债务越低越好 | — | $4.0B |
| 股东权益账面价值 | $2.6B | $640.0M |
| 总资产 | $8.6B | $6.7B |
| 负债/权益比越低杠杆越低 | — | 6.31× |
8季度趋势，按日历期对齐
现金及短期投资ALVAXL
| Q4 25 | $604.0M | $708.9M | ||
| Q3 25 | $225.0M | $714.1M | ||
| Q2 25 | $237.0M | $586.5M | ||
| Q1 25 | $322.0M | $549.2M | ||
| Q4 24 | $330.0M | $552.9M | ||
| Q3 24 | $415.0M | $542.5M | ||
| Q2 24 | $408.0M | $519.9M | ||
| Q1 24 | $569.0M | $469.8M |
总债务ALVAXL
| 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 |
股东权益ALVAXL
| Q4 25 | $2.6B | $640.0M | ||
| Q3 25 | $2.5B | $718.4M | ||
| Q2 25 | $2.5B | $673.0M | ||
| Q1 25 | $2.4B | $596.3M | ||
| Q4 24 | $2.3B | $562.8M | ||
| Q3 24 | $2.3B | $616.3M | ||
| Q2 24 | $2.3B | $609.6M | ||
| Q1 24 | $2.4B | $621.4M |
总资产ALVAXL
| Q4 25 | $8.6B | $6.7B | ||
| Q3 25 | $8.5B | $5.3B | ||
| Q2 25 | $8.5B | $5.3B | ||
| Q1 25 | $8.1B | $5.1B | ||
| Q4 24 | $7.8B | $5.1B | ||
| Q3 24 | $8.3B | $5.3B | ||
| Q2 24 | $8.0B | $5.3B | ||
| Q1 24 | $8.3B | $5.4B |
负债/权益比ALVAXL
| 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× |
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 | $544.0M | $120.5M |
| 自由现金流经营现金流 - 资本支出 | $426.0M | $54.7M |
| 自由现金流率自由现金流/营收 | 15.1% | 4.0% |
| 资本支出强度资本支出/营收 | 4.2% | 4.8% |
| 现金转化率经营现金流/净利润 | 2.41× | — |
| 过去12个月自由现金流最近4个季度 | $716.0M | $155.1M |
8季度趋势，按日历期对齐
经营现金流ALVAXL
| Q4 25 | $544.0M | $120.5M | ||
| Q3 25 | $258.0M | $143.3M | ||
| Q2 25 | $278.0M | $91.9M | ||
| Q1 25 | $77.0M | $55.9M | ||
| Q4 24 | $420.0M | $151.2M | ||
| Q3 24 | $177.0M | $143.6M | ||
| Q2 24 | $340.0M | $142.8M | ||
| Q1 24 | $122.0M | $17.8M |
自由现金流ALVAXL
| Q4 25 | $426.0M | $54.7M | ||
| Q3 25 | $152.0M | $79.2M | ||
| Q2 25 | $163.0M | $34.6M | ||
| Q1 25 | $-25.0M | $-13.4M | ||
| Q4 24 | $281.0M | $73.2M | ||
| Q3 24 | $31.0M | $70.4M | ||
| Q2 24 | $186.0M | $94.0M | ||
| Q1 24 | $-18.0M | $-30.2M |
自由现金流率ALVAXL
| Q4 25 | 15.1% | 4.0% | ||
| Q3 25 | 5.6% | 5.3% | ||
| Q2 25 | 6.0% | 2.3% | ||
| Q1 25 | -1.0% | -0.9% | ||
| Q4 24 | 10.7% | 5.3% | ||
| Q3 24 | 1.2% | 4.7% | ||
| Q2 24 | 7.1% | 5.8% | ||
| Q1 24 | -0.7% | -1.9% |
资本支出强度ALVAXL
| Q4 25 | 4.2% | 4.8% | ||
| Q3 25 | 3.9% | 4.3% | ||
| Q2 25 | 4.2% | 3.7% | ||
| Q1 25 | 4.0% | 4.9% | ||
| Q4 24 | 5.3% | 5.6% | ||
| Q3 24 | 5.7% | 4.9% | ||
| Q2 24 | 5.9% | 3.0% | ||
| Q1 24 | 5.4% | 3.0% |
现金转化率ALVAXL
| Q4 25 | 2.41× | — | ||
| Q3 25 | 1.47× | 15.58× | ||
| Q2 25 | 1.66× | 2.34× | ||
| Q1 25 | 0.46× | 7.87× | ||
| Q4 24 | 1.72× | — | ||
| Q3 24 | 1.28× | 14.36× | ||
| Q2 24 | 2.46× | 7.85× | ||
| Q1 24 | 0.97× | 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
ALV
暂无分部数据
AXL
| Driveline | $748.4M | 54% |
| Other | $345.7M | 25% |
| Metal Forming | $289.8M | 21% |
