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AvalonBay Communities（AVB）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AvalonBay Communities的1.8倍（$1.4B vs $767.9M），AvalonBay Communities净利率更高（9040.6% vs -5.4%，领先9046.0%），AvalonBay Communities同比增速更快（3.7% vs 0.2%），AvalonBay Communities自由现金流更多（$1.4B vs $54.7M），过去两年AvalonBay Communities的营收复合增速更高（3.8% vs -7.2%）
AvalonBay Communities是一家公开上市的房地产投资信托（REIT），核心业务聚焦公寓类不动产的投资与运营，旗下持有并管理大量区位优质的公寓项目，为租户提供高品质居住服务，在北美住宅地产投资领域拥有较高知名度。
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。
AVB vs AXL — 直观对比
营收规模更大
AXL
是对方的1.8倍
$767.9M
营收增速更快
AVB
高出3.5%
0.2%
净利率更高
AVB
高出9046.0%
-5.4%
自由现金流更多
AVB
多$1.4B
$54.7M
两年增速更快
AVB
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $767.9M | $1.4B |
| 净利润 | $166.0M | $-75.3M |
| 毛利率 | — | 10.2% |
| 营业利润率 | 64.2% | -2.4% |
| 净利率 | 9040.6% | -5.4% |
| 营收同比 | 3.7% | 0.2% |
| 净利润同比 | -41.2% | -449.6% |
| 每股收益（稀释后） | $1.18 | $-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AVBAXL
| Q4 25 | $767.9M | $1.4B | ||
| Q3 25 | $766.8M | $1.5B | ||
| Q2 25 | $760.2M | $1.5B | ||
| Q1 25 | $745.9M | $1.4B | ||
| Q4 24 | $740.5M | $1.4B | ||
| Q3 24 | $734.3M | $1.5B | ||
| Q2 24 | $726.0M | $1.6B | ||
| Q1 24 | $712.9M | $1.6B |
净利润AVBAXL
| Q4 25 | $166.0M | $-75.3M | ||
| Q3 25 | $381.3M | $9.2M | ||
| Q2 25 | $268.7M | $39.3M | ||
| Q1 25 | $236.6M | $7.1M | ||
| Q4 24 | $282.1M | $-13.7M | ||
| Q3 24 | $372.5M | $10.0M | ||
| Q2 24 | $253.9M | $18.2M | ||
| Q1 24 | $173.4M | $20.5M |
毛利率AVBAXL
| 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% | ||
| Q1 24 | — | 12.4% |
营业利润率AVBAXL
| Q4 25 | 64.2% | -2.4% | ||
| Q3 25 | 65.7% | 3.2% | ||
| Q2 25 | 67.6% | 3.6% | ||
| Q1 25 | 68.5% | 3.0% | ||
| Q4 24 | 63.1% | 2.6% | ||
| Q3 24 | 65.4% | 2.8% | ||
| Q2 24 | 66.6% | 5.3% | ||
| Q1 24 | 67.2% | 4.8% |
净利率AVBAXL
| Q4 25 | 9040.6% | -5.4% | ||
| Q3 25 | 49.7% | 0.6% | ||
| Q2 25 | 35.3% | 2.6% | ||
| Q1 25 | 31.7% | 0.5% | ||
| Q4 24 | 38.1% | -1.0% | ||
| Q3 24 | 50.7% | 0.7% | ||
| Q2 24 | 35.0% | 1.1% | ||
| Q1 24 | 24.3% | 1.3% |
每股收益（稀释后）AVBAXL
| Q4 25 | $1.18 | $-0.62 | ||
| Q3 25 | $2.68 | $0.07 | ||
| Q2 25 | $1.88 | $0.32 | ||
| Q1 25 | $1.66 | $0.06 | ||
| Q4 24 | $1.99 | $-0.11 | ||
| Q3 24 | $2.61 | $0.08 | ||
| Q2 24 | $1.78 | $0.15 | ||
| Q1 24 | $1.22 | $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 | $187.2M | $708.9M |
| 总债务越低越好 | $9.3B | $4.0B |
| 股东权益账面价值 | $11.6B | $640.0M |
| 总资产 | $22.2B | $6.7B |
| 负债/权益比越低杠杆越低 | 0.80× | 6.31× |
8季度趋势，按日历期对齐
现金及短期投资AVBAXL
| Q4 25 | $187.2M | $708.9M | ||
| Q3 25 | $123.3M | $714.1M | ||
| Q2 25 | $102.8M | $586.5M | ||
| Q1 25 | $53.3M | $549.2M | ||
| Q4 24 | $108.6M | $552.9M | ||
| Q3 24 | $552.4M | $542.5M | ||
| Q2 24 | $545.8M | $519.9M | ||
| Q1 24 | $287.9M | $469.8M |
总债务AVBAXL
| Q4 25 | $9.3B | $4.0B | ||
| Q3 25 | $8.7B | $2.6B | ||
| Q2 25 | $8.7B | $2.6B | ||
| Q1 25 | $8.3B | $2.6B | ||
| Q4 24 | $8.1B | $2.6B | ||
| Q3 24 | $8.4B | $2.6B | ||
| Q2 24 | $8.4B | $2.7B | ||
| Q1 24 | $8.0B | $2.7B |
股东权益AVBAXL
| Q4 25 | $11.6B | $640.0M | ||
| Q3 25 | $11.9B | $718.4M | ||
| Q2 25 | $11.9B | $673.0M | ||
| Q1 25 | $11.9B | $596.3M | ||
| Q4 24 | $11.9B | $562.8M | ||
| Q3 24 | $11.9B | $616.3M | ||
| Q2 24 | $11.7B | $609.6M | ||
| Q1 24 | $11.7B | $621.4M |
总资产AVBAXL
| Q4 25 | $22.2B | $6.7B | ||
| Q3 25 | $21.9B | $5.3B | ||
| Q2 25 | $21.8B | $5.3B | ||
| Q1 25 | $21.2B | $5.1B | ||
| Q4 24 | $21.0B | $5.1B | ||
| Q3 24 | $21.3B | $5.3B | ||
| Q2 24 | $21.0B | $5.3B | ||
| Q1 24 | $20.6B | $5.4B |
负债/权益比AVBAXL
| Q4 25 | 0.80× | 6.31× | ||
| Q3 25 | 0.73× | 3.61× | ||
| Q2 25 | 0.72× | 3.86× | ||
| Q1 25 | 0.70× | 4.38× | ||
| Q4 24 | 0.68× | 4.58× | ||
| Q3 24 | 0.70× | 4.28× | ||
| Q2 24 | 0.71× | 4.42× | ||
| Q1 24 | 0.68× | 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 | $1.7B | $120.5M |
| 自由现金流经营现金流 - 资本支出 | $1.4B | $54.7M |
| 自由现金流率自由现金流/营收 | 183.5% | 4.0% |
| 资本支出强度资本支出/营收 | 34.1% | 4.8% |
| 现金转化率经营现金流/净利润 | 10.07× | — |
| 过去12个月自由现金流最近4个季度 | $2.5B | $155.1M |
8季度趋势，按日历期对齐
经营现金流AVBAXL
| Q4 25 | $1.7B | $120.5M | ||
| Q3 25 | $477.0M | $143.3M | ||
| Q2 25 | $377.8M | $91.9M | ||
| Q1 25 | $415.9M | $55.9M | ||
| Q4 24 | $1.6B | $151.2M | ||
| Q3 24 | $486.2M | $143.6M | ||
| Q2 24 | $380.0M | $142.8M | ||
| Q1 24 | $412.9M | $17.8M |
自由现金流AVBAXL
| Q4 25 | $1.4B | $54.7M | ||
| Q3 25 | $402.2M | $79.2M | ||
| Q2 25 | $317.1M | $34.6M | ||
| Q1 25 | $367.5M | $-13.4M | ||
| Q4 24 | $1.4B | $73.2M | ||
| Q3 24 | $434.2M | $70.4M | ||
| Q2 24 | $333.0M | $94.0M | ||
| Q1 24 | $375.4M | $-30.2M |
自由现金流率AVBAXL
| Q4 25 | 183.5% | 4.0% | ||
| Q3 25 | 52.5% | 5.3% | ||
| Q2 25 | 41.7% | 2.3% | ||
| Q1 25 | 49.3% | -0.9% | ||
| Q4 24 | 191.0% | 5.3% | ||
| Q3 24 | 59.1% | 4.7% | ||
| Q2 24 | 45.9% | 5.8% | ||
| Q1 24 | 52.7% | -1.9% |
资本支出强度AVBAXL
| Q4 25 | 34.1% | 4.8% | ||
| Q3 25 | 9.8% | 4.3% | ||
| Q2 25 | 8.0% | 3.7% | ||
| Q1 25 | 6.5% | 4.9% | ||
| Q4 24 | 26.1% | 5.6% | ||
| Q3 24 | 7.1% | 4.9% | ||
| Q2 24 | 6.5% | 3.0% | ||
| Q1 24 | 5.3% | 3.0% |
现金转化率AVBAXL
| Q4 25 | 10.07× | — | ||
| Q3 25 | 1.25× | 15.58× | ||
| Q2 25 | 1.41× | 2.34× | ||
| Q1 25 | 1.76× | 7.87× | ||
| Q4 24 | 5.70× | — | ||
| Q3 24 | 1.31× | 14.36× | ||
| Q2 24 | 1.50× | 7.85× | ||
| Q1 24 | 2.38× | 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
AVB
暂无分部数据
AXL
| Driveline | $748.4M | 54% |
| Other | $345.7M | 25% |
| Metal Forming | $289.8M | 21% |
