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艾伯维（ARGX）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
艾伯维的季度营收约是AMERICAN AXLE & MANUFACTURING HOLDINGS INC的1.8倍（$2.5B vs $1.4B），艾伯维净利率更高（35.5% vs -5.4%，领先40.9%），艾伯维同比增速更快（83.2% vs 0.2%），艾伯维自由现金流更多（$322.4M vs $54.7M）
艾伯维是总部位于美国伊利诺伊州北芝加哥的制药企业，研发生产的药物覆盖多种疾病治疗领域，可满足多元临床需求，致力于为全球不同病症的患者提供可靠的治疗方案选择。
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。
ARGX vs AXL — 直观对比
营收规模更大
ARGX
是对方的1.8倍
$1.4B
营收增速更快
ARGX
高出83.0%
0.2%
净利率更高
ARGX
高出40.9%
-5.4%
自由现金流更多
ARGX
多$267.7M
$54.7M
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.5B | $1.4B |
| 净利润 | $877.2M | $-75.3M |
| 毛利率 | 89.5% | 10.2% |
| 营业利润率 | 28.9% | -2.4% |
| 净利率 | 35.5% | -5.4% |
| 营收同比 | 83.2% | 0.2% |
| 净利润同比 | 1.3% | -449.6% |
| 每股收益（稀释后） | $13.25 | $-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ARGXAXL
| Q4 25 | $2.5B | $1.4B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | $1.8B | $1.5B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | $1.4B | $1.4B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | $901.9M | $1.6B | ||
| Q1 24 | — | $1.6B |
净利润ARGXAXL
| Q4 25 | $877.2M | $-75.3M | ||
| Q3 25 | — | $9.2M | ||
| Q2 25 | $414.8M | $39.3M | ||
| Q1 25 | — | $7.1M | ||
| Q4 24 | $865.6M | $-13.7M | ||
| Q3 24 | — | $10.0M | ||
| Q2 24 | $-32.5M | $18.2M | ||
| Q1 24 | — | $20.5M |
毛利率ARGXAXL
| Q4 25 | 89.5% | 10.2% | ||
| Q3 25 | — | 12.6% | ||
| Q2 25 | 89.2% | 13.1% | ||
| Q1 25 | — | 12.3% | ||
| Q4 24 | 90.2% | 11.2% | ||
| Q3 24 | — | 11.4% | ||
| Q2 24 | 89.4% | 13.3% | ||
| Q1 24 | — | 12.4% |
营业利润率ARGXAXL
| Q4 25 | 28.9% | -2.4% | ||
| Q3 25 | — | 3.2% | ||
| Q2 25 | 19.2% | 3.6% | ||
| Q1 25 | — | 3.0% | ||
| Q4 24 | 8.7% | 2.6% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | -15.4% | 5.3% | ||
| Q1 24 | — | 4.8% |
净利率ARGXAXL
| Q4 25 | 35.5% | -5.4% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | 23.4% | 2.6% | ||
| Q1 25 | — | 0.5% | ||
| Q4 24 | 64.1% | -1.0% | ||
| Q3 24 | — | 0.7% | ||
| Q2 24 | -3.6% | 1.1% | ||
| Q1 24 | — | 1.3% |
每股收益（稀释后）ARGXAXL
| Q4 25 | $13.25 | $-0.62 | ||
| Q3 25 | — | $0.07 | ||
| Q2 25 | $6.32 | $0.32 | ||
| Q1 25 | — | $0.06 | ||
| Q4 24 | $13.33 | $-0.11 | ||
| Q3 24 | — | $0.08 | ||
| Q2 24 | $-0.55 | $0.15 | ||
| Q1 24 | — | $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 | $3.5B | $708.9M |
| 总债务越低越好 | — | $4.0B |
| 股东权益账面价值 | $7.3B | $640.0M |
| 总资产 | $8.7B | $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ARGXAXL
| Q4 25 | $3.5B | $708.9M | ||
| Q3 25 | — | $714.1M | ||
| Q2 25 | $2.1B | $586.5M | ||
| Q1 25 | — | $549.2M | ||
| Q4 24 | $1.5B | $552.9M | ||
| Q3 24 | — | $542.5M | ||
| Q2 24 | $1.4B | $519.9M | ||
| Q1 24 | — | $469.8M |
总债务ARGXAXL
| 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 | $11.0M | $2.7B | ||
| Q1 24 | — | $2.7B |
股东权益ARGXAXL
| Q4 25 | $7.3B | $640.0M | ||
| Q3 25 | — | $718.4M | ||
| Q2 25 | $6.1B | $673.0M | ||
| Q1 25 | — | $596.3M | ||
| Q4 24 | $5.5B | $562.8M | ||
| Q3 24 | — | $616.3M | ||
| Q2 24 | $4.3B | $609.6M | ||
| Q1 24 | — | $621.4M |
总资产ARGXAXL
| Q4 25 | $8.7B | $6.7B | ||
| Q3 25 | — | $5.3B | ||
| Q2 25 | $7.2B | $5.3B | ||
| Q1 25 | — | $5.1B | ||
| Q4 24 | $6.2B | $5.1B | ||
| Q3 24 | — | $5.3B | ||
| Q2 24 | $4.8B | $5.3B | ||
| Q1 24 | — | $5.4B |
负债/权益比ARGXAXL
| 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 | 0.00× | 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 | $323.3M | $120.5M |
| 自由现金流经营现金流 - 资本支出 | $322.4M | $54.7M |
| 自由现金流率自由现金流/营收 | 13.0% | 4.0% |
| 资本支出强度资本支出/营收 | 0.0% | 4.8% |
| 现金转化率经营现金流/净利润 | 0.37× | — |
| 过去12个月自由现金流最近4个季度 | $594.5M | $155.1M |
8季度趋势，按日历期对齐
经营现金流ARGXAXL
| Q4 25 | $323.3M | $120.5M | ||
| Q3 25 | — | $143.3M | ||
| Q2 25 | $361.8M | $91.9M | ||
| Q1 25 | — | $55.9M | ||
| Q4 24 | $41.9M | $151.2M | ||
| Q3 24 | — | $143.6M | ||
| Q2 24 | $-124.7M | $142.8M | ||
| Q1 24 | — | $17.8M |
自由现金流ARGXAXL
| Q4 25 | $322.4M | $54.7M | ||
| Q3 25 | — | $79.2M | ||
| Q2 25 | $356.6M | $34.6M | ||
| Q1 25 | — | $-13.4M | ||
| Q4 24 | $40.9M | $73.2M | ||
| Q3 24 | — | $70.4M | ||
| Q2 24 | $-125.5M | $94.0M | ||
| Q1 24 | — | $-30.2M |
自由现金流率ARGXAXL
| Q4 25 | 13.0% | 4.0% | ||
| Q3 25 | — | 5.3% | ||
| Q2 25 | 20.1% | 2.3% | ||
| Q1 25 | — | -0.9% | ||
| Q4 24 | 3.0% | 5.3% | ||
| Q3 24 | — | 4.7% | ||
| Q2 24 | -13.9% | 5.8% | ||
| Q1 24 | — | -1.9% |
资本支出强度ARGXAXL
| Q4 25 | 0.0% | 4.8% | ||
| Q3 25 | — | 4.3% | ||
| Q2 25 | 0.3% | 3.7% | ||
| Q1 25 | — | 4.9% | ||
| Q4 24 | 0.1% | 5.6% | ||
| Q3 24 | — | 4.9% | ||
| Q2 24 | 0.1% | 3.0% | ||
| Q1 24 | — | 3.0% |
现金转化率ARGXAXL
| Q4 25 | 0.37× | — | ||
| Q3 25 | — | 15.58× | ||
| Q2 25 | 0.87× | 2.34× | ||
| Q1 25 | — | 7.87× | ||
| Q4 24 | 0.05× | — | ||
| Q3 24 | — | 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
ARGX
暂无分部数据
AXL
| Driveline | $748.4M | 54% |
| Other | $345.7M | 25% |
| Metal Forming | $289.8M | 21% |
