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Atmus Filtration Technologies Inc.（ATMU）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
AMERICAN AXLE & MANUFACTURING HOLDINGS INC的季度营收约是Atmus Filtration Technologies Inc.的3.1倍（$1.4B vs $446.6M）。Atmus Filtration Technologies Inc.净利率更高（10.7% vs -5.4%，领先16.2%）。Atmus Filtration Technologies Inc.同比增速更快（9.8% vs 0.2%）。AMERICAN AXLE & MANUFACTURING HOLDINGS INC自由现金流更多（$54.7M vs $31.2M）。过去两年Atmus Filtration Technologies Inc.的营收复合增速更高（2.3% vs -7.2%）
Atmus过滤技术公司是一家专业过滤解决方案提供商，研发、生产和销售空气、燃油、机油、液压等多场景过滤系统，服务全球汽车、重型车辆、工业设备、航空航天领域的原厂配套及售后替换市场。
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。
ATMU vs AXL — 直观对比
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $446.6M | $1.4B |
| 净利润 | $48.0M | $-75.3M |
| 毛利率 | 28.5% | 10.2% |
| 营业利润率 | 15.8% | -2.4% |
| 净利率 | 10.7% | -5.4% |
| 营收同比 | 9.8% | 0.2% |
| 净利润同比 | 19.7% | -449.6% |
| 每股收益（稀释后） | $0.58 | $-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
| Q4 25 | $446.6M | $1.4B | ||
| Q3 25 | $447.7M | $1.5B | ||
| Q2 25 | $453.5M | $1.5B | ||
| Q1 25 | $416.5M | $1.4B | ||
| Q4 24 | $406.7M | $1.4B | ||
| Q3 24 | $403.7M | $1.5B | ||
| Q2 24 | $432.6M | $1.6B | ||
| Q1 24 | $426.6M | $1.6B |
| Q4 25 | $48.0M | $-75.3M | ||
| Q3 25 | $54.8M | $9.2M | ||
| Q2 25 | $59.9M | $39.3M | ||
| Q1 25 | $44.7M | $7.1M | ||
| Q4 24 | $40.1M | $-13.7M | ||
| Q3 24 | $43.8M | $10.0M | ||
| Q2 24 | $56.2M | $18.2M | ||
| Q1 24 | $45.5M | $20.5M |
| Q4 25 | 28.5% | 10.2% | ||
| Q3 25 | 28.9% | 12.6% | ||
| Q2 25 | 28.9% | 13.1% | ||
| Q1 25 | 26.5% | 12.3% | ||
| Q4 24 | 26.3% | 11.2% | ||
| Q3 24 | 27.6% | 11.4% | ||
| Q2 24 | 30.5% | 13.3% | ||
| Q1 24 | 26.2% | 12.4% |
| Q4 25 | 15.8% | -2.4% | ||
| Q3 25 | 18.3% | 3.2% | ||
| Q2 25 | 18.0% | 3.6% | ||
| Q1 25 | 15.6% | 3.0% | ||
| Q4 24 | 13.4% | 2.6% | ||
| Q3 24 | 15.7% | 2.8% | ||
| Q2 24 | 18.4% | 5.3% | ||
| Q1 24 | 16.1% | 4.8% |
| Q4 25 | 10.7% | -5.4% | ||
| Q3 25 | 12.2% | 0.6% | ||
| Q2 25 | 13.2% | 2.6% | ||
| Q1 25 | 10.7% | 0.5% | ||
| Q4 24 | 9.9% | -1.0% | ||
| Q3 24 | 10.8% | 0.7% | ||
| Q2 24 | 13.0% | 1.1% | ||
| Q1 24 | 10.7% | 1.3% |
| Q4 25 | $0.58 | $-0.62 | ||
| Q3 25 | $0.66 | $0.07 | ||
| Q2 25 | $0.72 | $0.32 | ||
| Q1 25 | $0.54 | $0.06 | ||
| Q4 24 | $0.49 | $-0.11 | ||
| Q3 24 | $0.52 | $0.08 | ||
| Q2 24 | $0.67 | $0.15 | ||
| Q1 24 | $0.54 | $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 | $236.4M | $708.9M |
| 总债务越低越好 | $570.0M | $4.0B |
| 股东权益账面价值 | $378.5M | $640.0M |
| 总资产 | $1.4B | $6.7B |
| 负债/权益比越低杠杆越低 | 1.51× | 6.31× |
8季度趋势，按日历期对齐
| Q4 25 | $236.4M | $708.9M | ||
| Q3 25 | $218.3M | $714.1M | ||
| Q2 25 | $190.8M | $586.5M | ||
| Q1 25 | $183.3M | $549.2M | ||
| Q4 24 | $184.3M | $552.9M | ||
| Q3 24 | $196.8M | $542.5M | ||
| Q2 24 | $160.5M | $519.9M | ||
| Q1 24 | $149.2M | $469.8M |
| Q4 25 | $570.0M | $4.0B | ||
| Q3 25 | $577.5M | $2.6B | ||
| Q2 25 | $585.0M | $2.6B | ||
| Q1 25 | $588.8M | $2.6B | ||
| Q4 24 | $592.5M | $2.6B | ||
| Q3 24 | $596.2M | $2.6B | ||
| Q2 24 | $600.0M | $2.7B | ||
| Q1 24 | $600.0M | $2.7B |
| Q4 25 | $378.5M | $640.0M | ||
| Q3 25 | $336.7M | $718.4M | ||
| Q2 25 | $316.3M | $673.0M | ||
| Q1 25 | $265.3M | $596.3M | ||
| Q4 24 | $227.4M | $562.8M | ||
| Q3 24 | $221.2M | $616.3M | ||
| Q2 24 | $178.1M | $609.6M | ||
| Q1 24 | $121.8M | $621.4M |
| Q4 25 | $1.4B | $6.7B | ||
| Q3 25 | $1.3B | $5.3B | ||
| Q2 25 | $1.3B | $5.3B | ||
| Q1 25 | $1.2B | $5.1B | ||
| Q4 24 | $1.2B | $5.1B | ||
| Q3 24 | $1.2B | $5.3B | ||
| Q2 24 | $1.2B | $5.3B | ||
| Q1 24 | $1.1B | $5.4B |
| Q4 25 | 1.51× | 6.31× | ||
| Q3 25 | 1.72× | 3.61× | ||
| Q2 25 | 1.85× | 3.86× | ||
| Q1 25 | 2.22× | 4.38× | ||
| Q4 24 | 2.61× | 4.58× | ||
| Q3 24 | 2.70× | 4.28× | ||
| Q2 24 | 3.37× | 4.42× | ||
| Q1 24 | 4.93× | 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 | $47.5M | $120.5M |
| 自由现金流经营现金流 - 资本支出 | $31.2M | $54.7M |
| 自由现金流率自由现金流/营收 | 7.0% | 4.0% |
| 资本支出强度资本支出/营收 | 3.6% | 4.8% |
| 现金转化率经营现金流/净利润 | 0.99× | — |
| 过去12个月自由现金流最近4个季度 | $148.8M | $155.1M |
8季度趋势，按日历期对齐
| Q4 25 | $47.5M | $120.5M | ||
| Q3 25 | $82.1M | $143.3M | ||
| Q2 25 | $44.4M | $91.9M | ||
| Q1 25 | $28.7M | $55.9M | ||
| Q4 24 | $20.0M | $151.2M | ||
| Q3 24 | $70.7M | $143.6M | ||
| Q2 24 | $22.9M | $142.8M | ||
| Q1 24 | $-8.2M | $17.8M |
| Q4 25 | $31.2M | $54.7M | ||
| Q3 25 | $68.9M | $79.2M | ||
| Q2 25 | $32.4M | $34.6M | ||
| Q1 25 | $16.3M | $-13.4M | ||
| Q4 24 | $10.0M | $73.2M | ||
| Q3 24 | $54.3M | $70.4M | ||
| Q2 24 | $11.3M | $94.0M | ||
| Q1 24 | $-18.8M | $-30.2M |
| Q4 25 | 7.0% | 4.0% | ||
| Q3 25 | 15.4% | 5.3% | ||
| Q2 25 | 7.1% | 2.3% | ||
| Q1 25 | 3.9% | -0.9% | ||
| Q4 24 | 2.5% | 5.3% | ||
| Q3 24 | 13.5% | 4.7% | ||
| Q2 24 | 2.6% | 5.8% | ||
| Q1 24 | -4.4% | -1.9% |
| Q4 25 | 3.6% | 4.8% | ||
| Q3 25 | 2.9% | 4.3% | ||
| Q2 25 | 2.6% | 3.7% | ||
| Q1 25 | 3.0% | 4.9% | ||
| Q4 24 | 2.5% | 5.6% | ||
| Q3 24 | 4.1% | 4.9% | ||
| Q2 24 | 2.7% | 3.0% | ||
| Q1 24 | 2.5% | 3.0% |
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.50× | 15.58× | ||
| Q2 25 | 0.74× | 2.34× | ||
| Q1 25 | 0.64× | 7.87× | ||
| Q4 24 | 0.50× | — | ||
| Q3 24 | 1.61× | 14.36× | ||
| Q2 24 | 0.41× | 7.85× | ||
| Q1 24 | -0.18× | 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
ATMU
| Fuel Products | $219.1M | 49% |
| Lube | $84.8M | 19% |
| Air | $74.0M | 17% |
| Other | $68.7M | 15% |
| Related Party | $14.9M | 3% |
AXL
| Driveline | $748.4M | 54% |
| Other | $345.7M | 25% |
| Metal Forming | $289.8M | 21% |
