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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与BRIGHT HORIZONS FAMILY SOLUTIONS INC.（BFAM）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BRIGHT HORIZONS FAMILY SOLUTIONS INC.的1.9倍（$1.4B vs $733.7M），BRIGHT HORIZONS FAMILY SOLUTIONS INC.同比增速更快（8.8% vs 0.2%），BRIGHT HORIZONS FAMILY SOLUTIONS INC.自由现金流更多（$258.5M vs $54.7M），过去两年BRIGHT HORIZONS FAMILY SOLUTIONS INC.的营收复合增速更高（8.5% 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。
Bright Horizons Family Solutions总部位于美国马萨诸塞州牛顿市，是美国规模最大的雇主赞助育儿服务运营商，除核心育儿服务外，还提供备用育儿、老人照护、学费项目管理、教育咨询、学生贷款偿还方案等多元服务，覆盖企业员工福利及教育支持领域。
AXL vs BFAM — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $733.7M |
| 净利润 | $-75.3M | — |
| 毛利率 | 10.2% | 19.3% |
| 营业利润率 | -2.4% | 6.2% |
| 净利率 | -5.4% | — |
| 营收同比 | 0.2% | 8.8% |
| 净利润同比 | -449.6% | — |
| 每股收益（稀释后） | $-0.62 | $0.38 |
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 | $1.4B | $733.7M | ||
| Q3 25 | $1.5B | $802.8M | ||
| Q2 25 | $1.5B | $731.6M | ||
| Q1 25 | $1.4B | $665.5M | ||
| Q4 24 | $1.4B | $674.1M | ||
| Q3 24 | $1.5B | $719.1M | ||
| Q2 24 | $1.6B | $670.1M | ||
| Q1 24 | $1.6B | $622.7M |
| Q4 25 | $-75.3M | — | ||
| Q3 25 | $9.2M | $78.6M | ||
| Q2 25 | $39.3M | $54.8M | ||
| Q1 25 | $7.1M | $38.0M | ||
| Q4 24 | $-13.7M | — | ||
| Q3 24 | $10.0M | $54.9M | ||
| Q2 24 | $18.2M | $39.2M | ||
| Q1 24 | $20.5M | $17.0M |
| Q4 25 | 10.2% | 19.3% | ||
| Q3 25 | 12.6% | 27.0% | ||
| Q2 25 | 13.1% | 25.0% | ||
| Q1 25 | 12.3% | 23.4% | ||
| Q4 24 | 11.2% | 20.8% | ||
| Q3 24 | 11.4% | 25.2% | ||
| Q2 24 | 13.3% | 24.2% | ||
| Q1 24 | 12.4% | 21.7% |
| Q4 25 | -2.4% | 6.2% | ||
| Q3 25 | 3.2% | 15.1% | ||
| Q2 25 | 3.6% | 11.8% | ||
| Q1 25 | 3.0% | 9.4% | ||
| Q4 24 | 2.6% | 7.2% | ||
| Q3 24 | 2.8% | 12.4% | ||
| Q2 24 | 5.3% | 10.3% | ||
| Q1 24 | 4.8% | 6.4% |
| Q4 25 | -5.4% | — | ||
| Q3 25 | 0.6% | 9.8% | ||
| Q2 25 | 2.6% | 7.5% | ||
| Q1 25 | 0.5% | 5.7% | ||
| Q4 24 | -1.0% | — | ||
| Q3 24 | 0.7% | 7.6% | ||
| Q2 24 | 1.1% | 5.8% | ||
| Q1 24 | 1.3% | 2.7% |
| Q4 25 | $-0.62 | $0.38 | ||
| Q3 25 | $0.07 | $1.37 | ||
| Q2 25 | $0.32 | $0.95 | ||
| Q1 25 | $0.06 | $0.66 | ||
| Q4 24 | $-0.11 | $0.50 | ||
| Q3 24 | $0.08 | $0.94 | ||
| Q2 24 | $0.15 | $0.67 | ||
| Q1 24 | $0.17 | $0.29 |
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 | $140.1M |
| 总债务越低越好 | $4.0B | $747.6M |
| 股东权益账面价值 | $640.0M | $1.3B |
| 总资产 | $6.7B | $3.9B |
| 负债/权益比越低杠杆越低 | 6.31× | 0.56× |
8季度趋势，按日历期对齐
| Q4 25 | $708.9M | $140.1M | ||
| Q3 25 | $714.1M | $116.6M | ||
| Q2 25 | $586.5M | $179.2M | ||
| Q1 25 | $549.2M | $112.0M | ||
| Q4 24 | $552.9M | $110.3M | ||
| Q3 24 | $542.5M | $109.9M | ||
| Q2 24 | $519.9M | $140.2M | ||
| Q1 24 | $469.8M | $63.7M |
| Q4 25 | $4.0B | $747.6M | ||
| Q3 25 | $2.6B | $747.5M | ||
| Q2 25 | $2.6B | $797.0M | ||
| Q1 25 | $2.6B | $872.7M | ||
| Q4 24 | $2.6B | $918.4M | ||
| Q3 24 | $2.6B | $925.7M | ||
| Q2 24 | $2.7B | $931.9M | ||
| Q1 24 | $2.7B | $938.1M |
| Q4 25 | $640.0M | $1.3B | ||
| Q3 25 | $718.4M | $1.4B | ||
| Q2 25 | $673.0M | $1.4B | ||
| Q1 25 | $596.3M | $1.3B | ||
| Q4 24 | $562.8M | $1.3B | ||
| Q3 24 | $616.3M | $1.4B | ||
| Q2 24 | $609.6M | $1.3B | ||
| Q1 24 | $621.4M | $1.2B |
| Q4 25 | $6.7B | $3.9B | ||
| Q3 25 | $5.3B | $3.9B | ||
| Q2 25 | $5.3B | $3.9B | ||
| Q1 25 | $5.1B | $3.8B | ||
| Q4 24 | $5.1B | $3.9B | ||
| Q3 24 | $5.3B | $3.9B | ||
| Q2 24 | $5.3B | $3.8B | ||
| Q1 24 | $5.4B | $3.8B |
| Q4 25 | 6.31× | 0.56× | ||
| Q3 25 | 3.61× | 0.52× | ||
| Q2 25 | 3.86× | 0.57× | ||
| Q1 25 | 4.38× | 0.66× | ||
| Q4 24 | 4.58× | 0.72× | ||
| Q3 24 | 4.28× | 0.66× | ||
| Q2 24 | 4.42× | 0.73× | ||
| Q1 24 | 4.40× | 0.76× |
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 | $350.7M |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $258.5M |
| 自由现金流率自由现金流/营收 | 4.0% | 35.2% |
| 资本支出强度资本支出/营收 | 4.8% | 12.6% |
| 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 | $155.1M | $402.4M |
8季度趋势，按日历期对齐
| Q4 25 | $120.5M | $350.7M | ||
| Q3 25 | $143.3M | $-17.6M | ||
| Q2 25 | $91.9M | $134.2M | ||
| Q1 25 | $55.9M | $86.2M | ||
| Q4 24 | $151.2M | $337.5M | ||
| Q3 24 | $143.6M | $-8.9M | ||
| Q2 24 | $142.8M | $109.4M | ||
| Q1 24 | $17.8M | $116.3M |
| Q4 25 | $54.7M | $258.5M | ||
| Q3 25 | $79.2M | $-42.4M | ||
| Q2 25 | $34.6M | $115.4M | ||
| Q1 25 | $-13.4M | $70.9M | ||
| Q4 24 | $73.2M | $240.2M | ||
| Q3 24 | $70.4M | $-32.2M | ||
| Q2 24 | $94.0M | $86.8M | ||
| Q1 24 | $-30.2M | $96.9M |
| Q4 25 | 4.0% | 35.2% | ||
| Q3 25 | 5.3% | -5.3% | ||
| Q2 25 | 2.3% | 15.8% | ||
| Q1 25 | -0.9% | 10.7% | ||
| Q4 24 | 5.3% | 35.6% | ||
| Q3 24 | 4.7% | -4.5% | ||
| Q2 24 | 5.8% | 13.0% | ||
| Q1 24 | -1.9% | 15.6% |
| Q4 25 | 4.8% | 12.6% | ||
| Q3 25 | 4.3% | 3.1% | ||
| Q2 25 | 3.7% | 2.6% | ||
| Q1 25 | 4.9% | 2.3% | ||
| Q4 24 | 5.6% | 14.4% | ||
| Q3 24 | 4.9% | 3.2% | ||
| Q2 24 | 3.0% | 3.4% | ||
| Q1 24 | 3.0% | 3.1% |
| Q4 25 | — | — | ||
| Q3 25 | 15.58× | -0.22× | ||
| Q2 25 | 2.34× | 2.45× | ||
| Q1 25 | 7.87× | 2.26× | ||
| Q4 24 | — | — | ||
| Q3 24 | 14.36× | -0.16× | ||
| Q2 24 | 7.85× | 2.79× | ||
| Q1 24 | 0.87× | 6.85× |
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
AXL
| Driveline | $748.4M | 54% |
| Other | $345.7M | 25% |
| Metal Forming | $289.8M | 21% |
BFAM
暂无分部数据
