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普立万（AVNT）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的季度营收约是普立万的1.8倍（$1.4B vs $760.6M），普立万净利率更高（2.2% vs -5.4%，领先7.7%），普立万同比增速更快（1.9% vs 0.2%），普立万自由现金流更多（$125.4M vs $54.7M），过去两年普立万的营收复合增速更高（-4.2% vs -7.2%）
普立万公司是一家全球性材料解决方案供应商，总部位于美国俄亥俄州埃文湖，全球员工约9000人。主营产品涵盖色母粒、先进复合材料、功能添加剂以及工程材料，为多行业客户提供定制化的材料相关技术支持与解决方案。
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。
AVNT vs AXL — 直观对比
营收规模更大
AXL
是对方的1.8倍
$760.6M
营收增速更快
AVNT
高出1.7%
0.2%
净利率更高
AVNT
高出7.7%
-5.4%
自由现金流更多
AVNT
多$70.7M
$54.7M
两年增速更快
AVNT
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $760.6M | $1.4B |
| 净利润 | $16.9M | $-75.3M |
| 毛利率 | 30.2% | 10.2% |
| 营业利润率 | 5.2% | -2.4% |
| 净利率 | 2.2% | -5.4% |
| 营收同比 | 1.9% | 0.2% |
| 净利润同比 | -65.0% | -449.6% |
| 每股收益（稀释后） | $0.18 | $-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AVNTAXL
| Q4 25 | $760.6M | $1.4B | ||
| Q3 25 | $806.5M | $1.5B | ||
| Q2 25 | $866.5M | $1.5B | ||
| Q1 25 | $826.6M | $1.4B | ||
| Q4 24 | $746.5M | $1.4B | ||
| Q3 24 | $815.2M | $1.5B | ||
| Q2 24 | $849.7M | $1.6B | ||
| Q1 24 | $829.0M | $1.6B |
净利润AVNTAXL
| Q4 25 | $16.9M | $-75.3M | ||
| Q3 25 | $32.6M | $9.2M | ||
| Q2 25 | $52.6M | $39.3M | ||
| Q1 25 | $-20.2M | $7.1M | ||
| Q4 24 | $48.3M | $-13.7M | ||
| Q3 24 | $38.2M | $10.0M | ||
| Q2 24 | $33.6M | $18.2M | ||
| Q1 24 | $49.4M | $20.5M |
毛利率AVNTAXL
| Q4 25 | 30.2% | 10.2% | ||
| Q3 25 | 30.4% | 12.6% | ||
| Q2 25 | 32.1% | 13.1% | ||
| Q1 25 | 31.8% | 12.3% | ||
| Q4 24 | 34.8% | 11.2% | ||
| Q3 24 | 32.1% | 11.4% | ||
| Q2 24 | 30.3% | 13.3% | ||
| Q1 24 | 33.6% | 12.4% |
营业利润率AVNTAXL
| Q4 25 | 5.2% | -2.4% | ||
| Q3 25 | 8.3% | 3.2% | ||
| Q2 25 | 11.1% | 3.6% | ||
| Q1 25 | 0.1% | 3.0% | ||
| Q4 24 | 11.5% | 2.6% | ||
| Q3 24 | 9.5% | 2.8% | ||
| Q2 24 | 8.5% | 5.3% | ||
| Q1 24 | 11.3% | 4.8% |
净利率AVNTAXL
| Q4 25 | 2.2% | -5.4% | ||
| Q3 25 | 4.0% | 0.6% | ||
| Q2 25 | 6.1% | 2.6% | ||
| Q1 25 | -2.4% | 0.5% | ||
| Q4 24 | 6.5% | -1.0% | ||
| Q3 24 | 4.7% | 0.7% | ||
| Q2 24 | 4.0% | 1.1% | ||
| Q1 24 | 6.0% | 1.3% |
每股收益（稀释后）AVNTAXL
| Q4 25 | $0.18 | $-0.62 | ||
| Q3 25 | $0.36 | $0.07 | ||
| Q2 25 | $0.57 | $0.32 | ||
| Q1 25 | $-0.22 | $0.06 | ||
| Q4 24 | $0.53 | $-0.11 | ||
| Q3 24 | $0.41 | $0.08 | ||
| Q2 24 | $0.36 | $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 | — | $708.9M |
| 总债务越低越好 | $1.9B | $4.0B |
| 股东权益账面价值 | $2.4B | $640.0M |
| 总资产 | $6.0B | $6.7B |
| 负债/权益比越低杠杆越低 | 0.81× | 6.31× |
8季度趋势，按日历期对齐
现金及短期投资AVNTAXL
| Q4 25 | — | $708.9M | ||
| Q3 25 | — | $714.1M | ||
| Q2 25 | — | $586.5M | ||
| Q1 25 | — | $549.2M | ||
| Q4 24 | — | $552.9M | ||
| Q3 24 | — | $542.5M | ||
| Q2 24 | — | $519.9M | ||
| Q1 24 | — | $469.8M |
总债务AVNTAXL
| Q4 25 | $1.9B | $4.0B | ||
| Q3 25 | $2.0B | $2.6B | ||
| Q2 25 | $2.0B | $2.6B | ||
| Q1 25 | $2.1B | $2.6B | ||
| Q4 24 | $2.1B | $2.6B | ||
| Q3 24 | $2.1B | $2.6B | ||
| Q2 24 | $2.1B | $2.7B | ||
| Q1 24 | $2.1B | $2.7B |
股东权益AVNTAXL
| Q4 25 | $2.4B | $640.0M | ||
| Q3 25 | $2.4B | $718.4M | ||
| Q2 25 | $2.4B | $673.0M | ||
| Q1 25 | $2.3B | $596.3M | ||
| Q4 24 | $2.3B | $562.8M | ||
| Q3 24 | $2.4B | $616.3M | ||
| Q2 24 | $2.3B | $609.6M | ||
| Q1 24 | $2.3B | $621.4M |
总资产AVNTAXL
| Q4 25 | $6.0B | $6.7B | ||
| Q3 25 | $6.1B | $5.3B | ||
| Q2 25 | $6.1B | $5.3B | ||
| Q1 25 | $5.8B | $5.1B | ||
| Q4 24 | $5.8B | $5.1B | ||
| Q3 24 | $6.0B | $5.3B | ||
| Q2 24 | $5.9B | $5.3B | ||
| Q1 24 | $5.9B | $5.4B |
负债/权益比AVNTAXL
| Q4 25 | 0.81× | 6.31× | ||
| Q3 25 | 0.83× | 3.61× | ||
| Q2 25 | 0.86× | 3.86× | ||
| Q1 25 | 0.90× | 4.38× | ||
| Q4 24 | 0.89× | 4.58× | ||
| Q3 24 | 0.88× | 4.28× | ||
| Q2 24 | 0.90× | 4.42× | ||
| Q1 24 | 0.90× | 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 | $167.8M | $120.5M |
| 自由现金流经营现金流 - 资本支出 | $125.4M | $54.7M |
| 自由现金流率自由现金流/营收 | 16.5% | 4.0% |
| 资本支出强度资本支出/营收 | 5.6% | 4.8% |
| 现金转化率经营现金流/净利润 | 9.93× | — |
| 过去12个月自由现金流最近4个季度 | $195.0M | $155.1M |
8季度趋势，按日历期对齐
经营现金流AVNTAXL
| Q4 25 | $167.8M | $120.5M | ||
| Q3 25 | $72.1M | $143.3M | ||
| Q2 25 | $112.8M | $91.9M | ||
| Q1 25 | $-51.1M | $55.9M | ||
| Q4 24 | $122.6M | $151.2M | ||
| Q3 24 | $71.1M | $143.6M | ||
| Q2 24 | $105.9M | $142.8M | ||
| Q1 24 | $-42.8M | $17.8M |
自由现金流AVNTAXL
| Q4 25 | $125.4M | $54.7M | ||
| Q3 25 | $47.4M | $79.2M | ||
| Q2 25 | $85.8M | $34.6M | ||
| Q1 25 | $-63.6M | $-13.4M | ||
| Q4 24 | $81.5M | $73.2M | ||
| Q3 24 | $46.1M | $70.4M | ||
| Q2 24 | $74.5M | $94.0M | ||
| Q1 24 | $-67.2M | $-30.2M |
自由现金流率AVNTAXL
| Q4 25 | 16.5% | 4.0% | ||
| Q3 25 | 5.9% | 5.3% | ||
| Q2 25 | 9.9% | 2.3% | ||
| Q1 25 | -7.7% | -0.9% | ||
| Q4 24 | 10.9% | 5.3% | ||
| Q3 24 | 5.7% | 4.7% | ||
| Q2 24 | 8.8% | 5.8% | ||
| Q1 24 | -8.1% | -1.9% |
资本支出强度AVNTAXL
| Q4 25 | 5.6% | 4.8% | ||
| Q3 25 | 3.1% | 4.3% | ||
| Q2 25 | 3.1% | 3.7% | ||
| Q1 25 | 1.5% | 4.9% | ||
| Q4 24 | 5.5% | 5.6% | ||
| Q3 24 | 3.1% | 4.9% | ||
| Q2 24 | 3.7% | 3.0% | ||
| Q1 24 | 2.9% | 3.0% |
现金转化率AVNTAXL
| Q4 25 | 9.93× | — | ||
| Q3 25 | 2.21× | 15.58× | ||
| Q2 25 | 2.14× | 2.34× | ||
| Q1 25 | — | 7.87× | ||
| Q4 24 | 2.54× | — | ||
| Q3 24 | 1.86× | 14.36× | ||
| Q2 24 | 3.15× | 7.85× | ||
| Q1 24 | -0.87× | 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
AVNT
| Color Additives And Inks | $466.0M | 61% |
| Specialty Engineered Materials | $295.5M | 39% |
AXL
| Driveline | $748.4M | 54% |
| Other | $345.7M | 25% |
| Metal Forming | $289.8M | 21% |
