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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与AXIS CAPITAL HOLDINGS LTD（AXS）财务数据对比。点击上方公司名可切换其他公司
AXIS CAPITAL HOLDINGS LTD的季度营收约是AMERICAN AXLE & MANUFACTURING HOLDINGS INC的1.3倍（$1.7B vs $1.4B），AXIS CAPITAL HOLDINGS LTD净利率更高（16.7% vs -5.4%，领先22.1%），AXIS CAPITAL HOLDINGS LTD同比增速更快（17.8% vs 0.2%），过去两年AXIS CAPITAL HOLDINGS LTD的营收复合增速更高（10.3% vs -7.2%）
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。
AXIS资本控股有限公司是AXIS集团的控股主体，通过百慕大、美国、加拿大、欧洲及新加坡的子公司与分支机构网络，提供各类风险转移产品及服务。保险业务覆盖财产、职业责任、恐怖主义、航运、能源、环境等领域，再保险业务包含财产、职业责任、信用债券等品类。
AXL vs AXS — 直观对比
营收规模更大
AXS
是对方的1.3倍
$1.4B
营收增速更快
AXS
高出17.6%
0.2%
净利率更高
AXS
高出22.1%
-5.4%
两年增速更快
AXS
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.7B |
| 净利润 | $-75.3M | $289.6M |
| 毛利率 | 10.2% | — |
| 营业利润率 | -2.4% | 19.0% |
| 净利率 | -5.4% | 16.7% |
| 营收同比 | 0.2% | 17.8% |
| 净利润同比 | -449.6% | -1.4% |
| 每股收益（稀释后） | $-0.62 | $3.63 |
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AXLAXS
| Q4 25 | $1.4B | $1.7B | ||
| Q3 25 | $1.5B | $1.7B | ||
| Q2 25 | $1.5B | $1.6B | ||
| Q1 25 | $1.4B | $1.5B | ||
| Q4 24 | $1.4B | $1.5B | ||
| Q3 24 | $1.5B | $1.6B | ||
| Q2 24 | $1.6B | $1.5B | ||
| Q1 24 | $1.6B | $1.4B |
净利润AXLAXS
| Q4 25 | $-75.3M | $289.6M | ||
| Q3 25 | $9.2M | $301.9M | ||
| Q2 25 | $39.3M | $223.4M | ||
| Q1 25 | $7.1M | $194.1M | ||
| Q4 24 | $-13.7M | $293.6M | ||
| Q3 24 | $10.0M | $180.7M | ||
| Q2 24 | $18.2M | $212.0M | ||
| Q1 24 | $20.5M | $395.5M |
毛利率AXLAXS
| 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AXLAXS
| Q4 25 | -2.4% | 19.0% | ||
| Q3 25 | 3.2% | 22.1% | ||
| Q2 25 | 3.6% | 17.2% | ||
| Q1 25 | 3.0% | 15.5% | ||
| Q4 24 | 2.6% | 18.6% | ||
| Q3 24 | 2.8% | 14.2% | ||
| Q2 24 | 5.3% | 17.4% | ||
| Q1 24 | 4.8% | 19.0% |
净利率AXLAXS
| Q4 25 | -5.4% | 16.7% | ||
| Q3 25 | 0.6% | 18.0% | ||
| Q2 25 | 2.6% | 13.7% | ||
| Q1 25 | 0.5% | 12.8% | ||
| Q4 24 | -1.0% | 20.0% | ||
| Q3 24 | 0.7% | 11.2% | ||
| Q2 24 | 1.1% | 14.6% | ||
| Q1 24 | 1.3% | 27.8% |
每股收益（稀释后）AXLAXS
| Q4 25 | $-0.62 | $3.63 | ||
| Q3 25 | $0.07 | $3.74 | ||
| Q2 25 | $0.32 | $2.72 | ||
| Q1 25 | $0.06 | $2.26 | ||
| Q4 24 | $-0.11 | $3.38 | ||
| Q3 24 | $0.08 | $2.04 | ||
| Q2 24 | $0.15 | $2.40 | ||
| Q1 24 | $0.17 | $4.53 |
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 | $820.3M |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $640.0M | $6.4B |
| 总资产 | $6.7B | $34.5B |
| 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AXLAXS
| Q4 25 | $708.9M | $820.3M | ||
| Q3 25 | $714.1M | $825.9M | ||
| Q2 25 | $586.5M | $852.1M | ||
| Q1 25 | $549.2M | $2.8B | ||
| Q4 24 | $552.9M | $2.1B | ||
| Q3 24 | $542.5M | $981.0M | ||
| Q2 24 | $519.9M | $1.1B | ||
| Q1 24 | $469.8M | $1.1B |
总债务AXLAXS
| 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 | $2.7B | — | ||
| Q1 24 | $2.7B | — |
股东权益AXLAXS
| Q4 25 | $640.0M | $6.4B | ||
| Q3 25 | $718.4M | $6.4B | ||
| Q2 25 | $673.0M | $6.2B | ||
| Q1 25 | $596.3M | $5.9B | ||
| Q4 24 | $562.8M | $6.1B | ||
| Q3 24 | $616.3M | $6.1B | ||
| Q2 24 | $609.6M | $5.7B | ||
| Q1 24 | $621.4M | $5.5B |
总资产AXLAXS
| Q4 25 | $6.7B | $34.5B | ||
| Q3 25 | $5.3B | $34.3B | ||
| Q2 25 | $5.3B | $34.2B | ||
| Q1 25 | $5.1B | $33.2B | ||
| Q4 24 | $5.1B | $32.5B | ||
| Q3 24 | $5.3B | $32.7B | ||
| Q2 24 | $5.3B | $32.1B | ||
| Q1 24 | $5.4B | $31.8B |
负债/权益比AXLAXS
| 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 | 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 | $120.5M | $630.4M |
| 自由现金流经营现金流 - 资本支出 | $54.7M | — |
| 自由现金流率自由现金流/营收 | 4.0% | — |
| 资本支出强度资本支出/营收 | 4.8% | — |
| 现金转化率经营现金流/净利润 | — | 2.18× |
| 过去12个月自由现金流最近4个季度 | $155.1M | — |
8季度趋势，按日历期对齐
经营现金流AXLAXS
| Q4 25 | $120.5M | $630.4M | ||
| Q3 25 | $143.3M | $673.8M | ||
| Q2 25 | $91.9M | $-1.7B | ||
| Q1 25 | $55.9M | $309.1M | ||
| Q4 24 | $151.2M | $355.5M | ||
| Q3 24 | $143.6M | $587.0M | ||
| Q2 24 | $142.8M | $518.1M | ||
| Q1 24 | $17.8M | $384.1M |
自由现金流AXLAXS
| Q4 25 | $54.7M | — | ||
| Q3 25 | $79.2M | — | ||
| Q2 25 | $34.6M | — | ||
| Q1 25 | $-13.4M | — | ||
| Q4 24 | $73.2M | — | ||
| Q3 24 | $70.4M | — | ||
| Q2 24 | $94.0M | — | ||
| Q1 24 | $-30.2M | — |
自由现金流率AXLAXS
| Q4 25 | 4.0% | — | ||
| Q3 25 | 5.3% | — | ||
| Q2 25 | 2.3% | — | ||
| Q1 25 | -0.9% | — | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 4.7% | — | ||
| Q2 24 | 5.8% | — | ||
| Q1 24 | -1.9% | — |
资本支出强度AXLAXS
| Q4 25 | 4.8% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 3.7% | — | ||
| Q1 25 | 4.9% | — | ||
| Q4 24 | 5.6% | — | ||
| Q3 24 | 4.9% | — | ||
| Q2 24 | 3.0% | — | ||
| Q1 24 | 3.0% | — |
现金转化率AXLAXS
| Q4 25 | — | 2.18× | ||
| Q3 25 | 15.58× | 2.23× | ||
| Q2 25 | 2.34× | -7.41× | ||
| Q1 25 | 7.87× | 1.59× | ||
| Q4 24 | — | 1.21× | ||
| Q3 24 | 14.36× | 3.25× | ||
| Q2 24 | 7.85× | 2.44× | ||
| Q1 24 | 0.87× | 0.97× |
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
AXL
| Driveline | $748.4M | 54% |
| Other | $345.7M | 25% |
| Metal Forming | $289.8M | 21% |
AXS
| Reinsurance | $1.4B | 82% |
| Other | $311.3M | 18% |
