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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与CRACKER BARREL OLD COUNTRY STORE, INC（CBRL）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CRACKER BARREL OLD COUNTRY STORE, INC的1.7倍（$1.4B vs $797.2M），CRACKER BARREL OLD COUNTRY STORE, INC净利率更高（-3.1% vs -5.4%，领先2.4%），AMERICAN AXLE & MANUFACTURING HOLDINGS INC同比增速更快（0.2% vs -10.9%），AMERICAN AXLE & MANUFACTURING HOLDINGS INC自由现金流更多（$54.7M vs $-88.9M），过去两年CRACKER BARREL OLD COUNTRY STORE, INC的营收复合增速更高（-2.4% 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。
Cracker Barrel是源自美国南方乡村风格的连锁餐厅与礼品店品牌，1969年由丹·埃文斯与汤米·洛创立，总部位于田纳西州黎巴嫩。品牌最初门店多开设在美国东南部和中西部的高速公路出口附近，于上世纪90年代至21世纪初逐步扩张至全美各地。
AXL vs CBRL — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $797.2M |
| 净利润 | $-75.3M | $-24.6M |
| 毛利率 | 10.2% | 68.8% |
| 营业利润率 | -2.4% | -4.1% |
| 净利率 | -5.4% | -3.1% |
| 营收同比 | 0.2% | -10.9% |
| 净利润同比 | -449.6% | -235.7% |
| 每股收益（稀释后） | $-0.62 | $-1.10 |
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 | $797.2M | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | $821.1M | ||
| Q1 25 | $1.4B | $949.4M | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.5B | $894.4M | ||
| Q2 24 | $1.6B | $817.1M | ||
| Q1 24 | $1.6B | $935.4M |
| Q4 25 | $-75.3M | $-24.6M | ||
| Q3 25 | $9.2M | — | ||
| Q2 25 | $39.3M | $12.6M | ||
| Q1 25 | $7.1M | $22.2M | ||
| Q4 24 | $-13.7M | — | ||
| Q3 24 | $10.0M | $18.1M | ||
| Q2 24 | $18.2M | $-9.2M | ||
| Q1 24 | $20.5M | $26.5M |
| Q4 25 | 10.2% | 68.8% | ||
| Q3 25 | 12.6% | — | ||
| Q2 25 | 13.1% | 69.9% | ||
| Q1 25 | 12.3% | 67.4% | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | 11.4% | 69.6% | ||
| Q2 24 | 13.3% | 70.0% | ||
| Q1 24 | 12.4% | 66.3% |
| Q4 25 | -2.4% | -4.1% | ||
| Q3 25 | 3.2% | — | ||
| Q2 25 | 3.6% | 1.8% | ||
| Q1 25 | 3.0% | 3.1% | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 2.8% | 2.5% | ||
| Q2 24 | 5.3% | -2.4% | ||
| Q1 24 | 4.8% | 3.3% |
| Q4 25 | -5.4% | -3.1% | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 2.6% | 1.5% | ||
| Q1 25 | 0.5% | 2.3% | ||
| Q4 24 | -1.0% | — | ||
| Q3 24 | 0.7% | 2.0% | ||
| Q2 24 | 1.1% | -1.1% | ||
| Q1 24 | 1.3% | 2.8% |
| Q4 25 | $-0.62 | $-1.10 | ||
| Q3 25 | $0.07 | — | ||
| Q2 25 | $0.32 | $0.56 | ||
| Q1 25 | $0.06 | $0.99 | ||
| Q4 24 | $-0.11 | — | ||
| Q3 24 | $0.08 | $0.80 | ||
| Q2 24 | $0.15 | $-0.41 | ||
| Q1 24 | $0.17 | $1.19 |
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 | $8.9M |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $640.0M | $428.8M |
| 总资产 | $6.7B | $2.2B |
| 负债/权益比越低杠杆越低 | 6.31× | — |
8季度趋势，按日历期对齐
| Q4 25 | $708.9M | $8.9M | ||
| Q3 25 | $714.1M | — | ||
| Q2 25 | $586.5M | $9.8M | ||
| Q1 25 | $549.2M | $10.3M | ||
| Q4 24 | $552.9M | — | ||
| Q3 24 | $542.5M | $12.0M | ||
| Q2 24 | $519.9M | $11.9M | ||
| Q1 24 | $469.8M | $12.6M |
| 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 | — |
| Q4 25 | $640.0M | $428.8M | ||
| Q3 25 | $718.4M | — | ||
| Q2 25 | $673.0M | $469.3M | ||
| Q1 25 | $596.3M | $460.9M | ||
| Q4 24 | $562.8M | — | ||
| Q3 24 | $616.3M | $440.1M | ||
| Q2 24 | $609.6M | $426.6M | ||
| Q1 24 | $621.4M | $462.0M |
| Q4 25 | $6.7B | $2.2B | ||
| Q3 25 | $5.3B | — | ||
| Q2 25 | $5.3B | $2.1B | ||
| Q1 25 | $5.1B | $2.1B | ||
| Q4 24 | $5.1B | — | ||
| Q3 24 | $5.3B | $2.2B | ||
| Q2 24 | $5.3B | $2.2B | ||
| Q1 24 | $5.4B | $2.2B |
| 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 | $-53.4M |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $-88.9M |
| 自由现金流率自由现金流/营收 | 4.0% | -11.2% |
| 资本支出强度资本支出/营收 | 4.8% | 4.5% |
| 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 | — |
8季度趋势，按日历期对齐
| Q4 25 | $120.5M | $-53.4M | ||
| Q3 25 | $143.3M | — | ||
| Q2 25 | $91.9M | $23.0M | ||
| Q1 25 | $55.9M | — | ||
| Q4 24 | $151.2M | — | ||
| Q3 24 | $143.6M | $69.5M | ||
| Q2 24 | $142.8M | $37.6M | ||
| Q1 24 | $17.8M | $77.7M |
| Q4 25 | $54.7M | $-88.9M | ||
| Q3 25 | $79.2M | — | ||
| Q2 25 | $34.6M | $-13.6M | ||
| Q1 25 | $-13.4M | — | ||
| Q4 24 | $73.2M | — | ||
| Q3 24 | $70.4M | $22.1M | ||
| Q2 24 | $94.0M | $8.2M | ||
| Q1 24 | $-30.2M | $50.9M |
| Q4 25 | 4.0% | -11.2% | ||
| Q3 25 | 5.3% | — | ||
| Q2 25 | 2.3% | -1.7% | ||
| Q1 25 | -0.9% | — | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 4.7% | 2.5% | ||
| Q2 24 | 5.8% | 1.0% | ||
| Q1 24 | -1.9% | 5.4% |
| Q4 25 | 4.8% | 4.5% | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 3.7% | 4.5% | ||
| Q1 25 | 4.9% | — | ||
| Q4 24 | 5.6% | — | ||
| Q3 24 | 4.9% | 5.3% | ||
| Q2 24 | 3.0% | 3.6% | ||
| Q1 24 | 3.0% | 2.9% |
| Q4 25 | — | — | ||
| Q3 25 | 15.58× | — | ||
| Q2 25 | 2.34× | 1.83× | ||
| Q1 25 | 7.87× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 14.36× | 3.83× | ||
| Q2 24 | 7.85× | — | ||
| Q1 24 | 0.87× | 2.93× |
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% |
CBRL
| Restaurant | $650.6M | 82% |
| Retail | $146.6M | 18% |
