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阿普塔集团（ATR）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的季度营收约是阿普塔集团的1.4倍（$1.4B vs $982.9M），阿普塔集团净利率更高（7.4% vs -5.4%，领先12.8%），阿普塔集团同比增速更快（10.8% vs 0.2%），AMERICAN AXLE & MANUFACTURING HOLDINGS INC自由现金流更多（$54.7M vs $53.3M），过去两年阿普塔集团的营收复合增速更高（3.9% vs -7.2%）
阿普塔集团（AptarGroup, Inc.）是总部位于美国的全球性制造企业，主营消费品分配包装产品及药物给药装置的研发与生产，目前在全球18个国家设有生产运营基地，服务医药、快消等多领域客户。
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。
ATR vs AXL — 直观对比
营收规模更大
AXL
是对方的1.4倍
$982.9M
营收增速更快
ATR
高出10.5%
0.2%
净利率更高
ATR
高出12.8%
-5.4%
自由现金流更多
AXL
多$1.4M
$53.3M
两年增速更快
ATR
近两年复合增速
-7.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $982.9M | $1.4B |
| 净利润 | $72.8M | $-75.3M |
| 毛利率 | — | 10.2% |
| 营业利润率 | 10.9% | -2.4% |
| 净利率 | 7.4% | -5.4% |
| 营收同比 | 10.8% | 0.2% |
| 净利润同比 | -7.5% | -449.6% |
| 每股收益（稀释后） | $1.12 | $-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ATRAXL
| Q1 26 | $982.9M | — | ||
| Q4 25 | $962.7M | $1.4B | ||
| Q3 25 | $961.1M | $1.5B | ||
| Q2 25 | $966.0M | $1.5B | ||
| Q1 25 | $887.3M | $1.4B | ||
| Q4 24 | $848.1M | $1.4B | ||
| Q3 24 | $909.3M | $1.5B | ||
| Q2 24 | $910.1M | $1.6B |
净利润ATRAXL
| Q1 26 | $72.8M | — | ||
| Q4 25 | $74.3M | $-75.3M | ||
| Q3 25 | $127.9M | $9.2M | ||
| Q2 25 | $111.7M | $39.3M | ||
| Q1 25 | $78.8M | $7.1M | ||
| Q4 24 | $100.9M | $-13.7M | ||
| Q3 24 | $100.0M | $10.0M | ||
| Q2 24 | $90.5M | $18.2M |
毛利率ATRAXL
| Q1 26 | — | — | ||
| Q4 25 | — | 10.2% | ||
| Q3 25 | — | 12.6% | ||
| Q2 25 | — | 13.1% | ||
| Q1 25 | — | 12.3% | ||
| Q4 24 | — | 11.2% | ||
| Q3 24 | — | 11.4% | ||
| Q2 24 | — | 13.3% |
营业利润率ATRAXL
| Q1 26 | 10.9% | — | ||
| Q4 25 | 11.0% | -2.4% | ||
| Q3 25 | 14.2% | 3.2% | ||
| Q2 25 | 14.9% | 3.6% | ||
| Q1 25 | 12.8% | 3.0% | ||
| Q4 24 | 14.2% | 2.6% | ||
| Q3 24 | 15.2% | 2.8% | ||
| Q2 24 | 13.8% | 5.3% |
净利率ATRAXL
| Q1 26 | 7.4% | — | ||
| Q4 25 | 7.7% | -5.4% | ||
| Q3 25 | 13.3% | 0.6% | ||
| Q2 25 | 11.6% | 2.6% | ||
| Q1 25 | 8.9% | 0.5% | ||
| Q4 24 | 11.9% | -1.0% | ||
| Q3 24 | 11.0% | 0.7% | ||
| Q2 24 | 9.9% | 1.1% |
每股收益（稀释后）ATRAXL
| Q1 26 | $1.12 | — | ||
| Q4 25 | $1.13 | $-0.62 | ||
| Q3 25 | $1.92 | $0.07 | ||
| Q2 25 | $1.67 | $0.32 | ||
| Q1 25 | $1.17 | $0.06 | ||
| Q4 24 | $1.48 | $-0.11 | ||
| Q3 24 | $1.48 | $0.08 | ||
| Q2 24 | $1.34 | $0.15 |
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 | $229.5M | $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 | $5.1B | $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ATRAXL
| Q1 26 | $229.5M | — | ||
| Q4 25 | $409.5M | $708.9M | ||
| Q3 25 | $264.8M | $714.1M | ||
| Q2 25 | $169.8M | $586.5M | ||
| Q1 25 | $136.8M | $549.2M | ||
| Q4 24 | $226.2M | $552.9M | ||
| Q3 24 | $327.9M | $542.5M | ||
| Q2 24 | $223.9M | $519.9M |
总债务ATRAXL
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $4.0B | ||
| Q3 25 | $546.0M | $2.6B | ||
| Q2 25 | $535.1M | $2.6B | ||
| Q1 25 | $561.2M | $2.6B | ||
| Q4 24 | $688.1M | $2.6B | ||
| Q3 24 | $822.7M | $2.6B | ||
| Q2 24 | $681.5M | $2.7B |
股东权益ATRAXL
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.7B | $640.0M | ||
| Q3 25 | $2.8B | $718.4M | ||
| Q2 25 | $2.7B | $673.0M | ||
| Q1 25 | $2.5B | $596.3M | ||
| Q4 24 | $2.5B | $562.8M | ||
| Q3 24 | $2.5B | $616.3M | ||
| Q2 24 | $2.4B | $609.6M |
总资产ATRAXL
| Q1 26 | $5.1B | — | ||
| Q4 25 | $5.3B | $6.7B | ||
| Q3 25 | $5.1B | $5.3B | ||
| Q2 25 | $4.9B | $5.3B | ||
| Q1 25 | $4.5B | $5.1B | ||
| Q4 24 | $4.4B | $5.1B | ||
| Q3 24 | $4.6B | $5.3B | ||
| Q2 24 | $4.5B | $5.3B |
负债/权益比ATRAXL
| Q1 26 | — | — | ||
| Q4 25 | 0.43× | 6.31× | ||
| Q3 25 | 0.20× | 3.61× | ||
| Q2 25 | 0.20× | 3.86× | ||
| Q1 25 | 0.22× | 4.38× | ||
| Q4 24 | 0.28× | 4.58× | ||
| Q3 24 | 0.32× | 4.28× | ||
| Q2 24 | 0.28× | 4.42× |
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 | — | $120.5M |
| 自由现金流经营现金流 - 资本支出 | $53.3M | $54.7M |
| 自由现金流率自由现金流/营收 | 5.4% | 4.0% |
| 资本支出强度资本支出/营收 | 6.7% | 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 | $327.0M | $155.1M |
8季度趋势，按日历期对齐
经营现金流ATRAXL
| Q1 26 | — | — | ||
| Q4 25 | $183.7M | $120.5M | ||
| Q3 25 | $177.6M | $143.3M | ||
| Q2 25 | $126.0M | $91.9M | ||
| Q1 25 | $82.7M | $55.9M | ||
| Q4 24 | $178.2M | $151.2M | ||
| Q3 24 | $229.3M | $143.6M | ||
| Q2 24 | $143.6M | $142.8M |
自由现金流ATRAXL
| Q1 26 | $53.3M | — | ||
| Q4 25 | $96.9M | $54.7M | ||
| Q3 25 | $114.3M | $79.2M | ||
| Q2 25 | $62.5M | $34.6M | ||
| Q1 25 | $25.9M | $-13.4M | ||
| Q4 24 | $112.2M | $73.2M | ||
| Q3 24 | $162.7M | $70.4M | ||
| Q2 24 | $75.4M | $94.0M |
自由现金流率ATRAXL
| Q1 26 | 5.4% | — | ||
| Q4 25 | 10.1% | 4.0% | ||
| Q3 25 | 11.9% | 5.3% | ||
| Q2 25 | 6.5% | 2.3% | ||
| Q1 25 | 2.9% | -0.9% | ||
| Q4 24 | 13.2% | 5.3% | ||
| Q3 24 | 17.9% | 4.7% | ||
| Q2 24 | 8.3% | 5.8% |
资本支出强度ATRAXL
| Q1 26 | 6.7% | — | ||
| Q4 25 | 9.0% | 4.8% | ||
| Q3 25 | 6.6% | 4.3% | ||
| Q2 25 | 6.6% | 3.7% | ||
| Q1 25 | 6.4% | 4.9% | ||
| Q4 24 | 7.8% | 5.6% | ||
| Q3 24 | 7.3% | 4.9% | ||
| Q2 24 | 7.5% | 3.0% |
现金转化率ATRAXL
| Q1 26 | — | — | ||
| Q4 25 | 2.47× | — | ||
| Q3 25 | 1.39× | 15.58× | ||
| Q2 25 | 1.13× | 2.34× | ||
| Q1 25 | 1.05× | 7.87× | ||
| Q4 24 | 1.77× | — | ||
| Q3 24 | 2.29× | 14.36× | ||
| Q2 24 | 1.59× | 7.85× |
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
ATR
暂无分部数据
AXL
| Driveline | $748.4M | 54% |
| Other | $345.7M | 25% |
| Metal Forming | $289.8M | 21% |
