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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与Citizens Financial Group（CFG）财务数据对比。点击上方公司名可切换其他公司
Citizens Financial Group的季度营收约是AMERICAN AXLE & MANUFACTURING HOLDINGS INC的1.6倍（$2.2B vs $1.4B），Citizens Financial Group净利率更高（24.5% vs -5.4%，领先29.9%），Citizens Financial Group同比增速更快（8.6% vs 0.2%），过去两年Citizens Financial Group的营收复合增速更高（4.9% 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。
Citizens Financial Group, Inc.是美国银行控股企业，总部位于罗德岛州普罗维登斯，旗下拥有Citizens Bank国民银行，业务覆盖康涅狄格、特拉华、佛罗里达、纽约等十余个美国州份及华盛顿特区，为当地客户提供各类银行金融服务。
AXL vs CFG — 直观对比
营收规模更大
CFG
是对方的1.6倍
$1.4B
营收增速更快
CFG
高出8.4%
0.2%
净利率更高
CFG
高出29.9%
-5.4%
两年增速更快
CFG
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.2B |
| 净利润 | $-75.3M | $528.0M |
| 毛利率 | 10.2% | — |
| 营业利润率 | -2.4% | 31.4% |
| 净利率 | -5.4% | 24.5% |
| 营收同比 | 0.2% | 8.6% |
| 净利润同比 | -449.6% | 31.7% |
| 每股收益（稀释后） | $-0.62 | $1.12 |
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AXLCFG
| Q4 25 | $1.4B | $2.2B | ||
| Q3 25 | $1.5B | $2.1B | ||
| Q2 25 | $1.5B | $2.0B | ||
| Q1 25 | $1.4B | $1.9B | ||
| Q4 24 | $1.4B | $2.0B | ||
| Q3 24 | $1.5B | $1.9B | ||
| Q2 24 | $1.6B | $2.0B | ||
| Q1 24 | $1.6B | $2.0B |
净利润AXLCFG
| Q4 25 | $-75.3M | $528.0M | ||
| Q3 25 | $9.2M | $494.0M | ||
| Q2 25 | $39.3M | $436.0M | ||
| Q1 25 | $7.1M | $373.0M | ||
| Q4 24 | $-13.7M | $401.0M | ||
| Q3 24 | $10.0M | $382.0M | ||
| Q2 24 | $18.2M | $392.0M | ||
| Q1 24 | $20.5M | $334.0M |
毛利率AXLCFG
| 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AXLCFG
| Q4 25 | -2.4% | 31.4% | ||
| Q3 25 | 3.2% | 29.7% | ||
| Q2 25 | 3.6% | 27.2% | ||
| Q1 25 | 3.0% | 24.2% | ||
| Q4 24 | 2.6% | 25.6% | ||
| Q3 24 | 2.8% | 24.7% | ||
| Q2 24 | 5.3% | 24.5% | ||
| Q1 24 | 4.8% | 21.9% |
净利率AXLCFG
| Q4 25 | -5.4% | 24.5% | ||
| Q3 25 | 0.6% | 23.3% | ||
| Q2 25 | 2.6% | 21.4% | ||
| Q1 25 | 0.5% | 19.3% | ||
| Q4 24 | -1.0% | 20.2% | ||
| Q3 24 | 0.7% | 20.1% | ||
| Q2 24 | 1.1% | 20.0% | ||
| Q1 24 | 1.3% | 17.0% |
每股收益（稀释后）AXLCFG
| Q4 25 | $-0.62 | $1.12 | ||
| Q3 25 | $0.07 | $1.05 | ||
| Q2 25 | $0.32 | $0.92 | ||
| Q1 25 | $0.06 | $0.77 | ||
| Q4 24 | $-0.11 | $0.83 | ||
| Q3 24 | $0.08 | $0.77 | ||
| Q2 24 | $0.15 | $0.78 | ||
| Q1 24 | $0.17 | $0.65 |
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 | $4.0B | $11.2B |
| 股东权益账面价值 | $640.0M | $26.3B |
| 总资产 | $6.7B | $226.4B |
| 负债/权益比越低杠杆越低 | 6.31× | 0.43× |
8季度趋势，按日历期对齐
现金及短期投资AXLCFG
| 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AXLCFG
| Q4 25 | $4.0B | $11.2B | ||
| Q3 25 | $2.6B | $10.4B | ||
| Q2 25 | $2.6B | $12.5B | ||
| Q1 25 | $2.6B | $12.3B | ||
| Q4 24 | $2.6B | $12.4B | ||
| Q3 24 | $2.6B | $13.9B | ||
| Q2 24 | $2.7B | $13.1B | ||
| Q1 24 | $2.7B | $13.8B |
股东权益AXLCFG
| Q4 25 | $640.0M | $26.3B | ||
| Q3 25 | $718.4M | $25.8B | ||
| Q2 25 | $673.0M | $25.2B | ||
| Q1 25 | $596.3M | $24.9B | ||
| Q4 24 | $562.8M | $24.3B | ||
| Q3 24 | $616.3M | $24.9B | ||
| Q2 24 | $609.6M | $23.9B | ||
| Q1 24 | $621.4M | $23.8B |
总资产AXLCFG
| Q4 25 | $6.7B | $226.4B | ||
| Q3 25 | $5.3B | $222.7B | ||
| Q2 25 | $5.3B | $218.3B | ||
| Q1 25 | $5.1B | $220.1B | ||
| Q4 24 | $5.1B | $217.5B | ||
| Q3 24 | $5.3B | $219.7B | ||
| Q2 24 | $5.3B | $219.9B | ||
| Q1 24 | $5.4B | $220.4B |
负债/权益比AXLCFG
| Q4 25 | 6.31× | 0.43× | ||
| Q3 25 | 3.61× | 0.40× | ||
| Q2 25 | 3.86× | 0.50× | ||
| Q1 25 | 4.38× | 0.49× | ||
| Q4 24 | 4.58× | 0.51× | ||
| Q3 24 | 4.28× | 0.56× | ||
| Q2 24 | 4.42× | 0.55× | ||
| Q1 24 | 4.40× | 0.58× |
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 | $2.2B |
| 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 | — | 4.19× |
| 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AXLCFG
| Q4 25 | $120.5M | $2.2B | ||
| Q3 25 | $143.3M | $1.7B | ||
| Q2 25 | $91.9M | $886.0M | ||
| Q1 25 | $55.9M | $-213.0M | ||
| Q4 24 | $151.2M | $2.0B | ||
| Q3 24 | $143.6M | $130.0M | ||
| Q2 24 | $142.8M | $834.0M | ||
| Q1 24 | $17.8M | $554.0M |
自由现金流AXLCFG
| 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AXLCFG
| 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AXLCFG
| 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AXLCFG
| Q4 25 | — | 4.19× | ||
| Q3 25 | 15.58× | 3.43× | ||
| Q2 25 | 2.34× | 2.03× | ||
| Q1 25 | 7.87× | -0.57× | ||
| Q4 24 | — | 4.99× | ||
| Q3 24 | 14.36× | 0.34× | ||
| Q2 24 | 7.85× | 2.13× | ||
| Q1 24 | 0.87× | 1.66× |
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% |
CFG
暂无分部数据
