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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与Church & Dwight（CHD）财务数据对比。点击上方公司名可切换其他公司
Church & Dwight的季度营收约是AMERICAN AXLE & MANUFACTURING HOLDINGS INC的1.2倍（$1.6B vs $1.4B），Church & Dwight净利率更高（8.7% vs -5.4%，领先14.2%），Church & Dwight同比增速更快（3.9% vs 0.2%），过去两年Church & Dwight的营收复合增速更高（4.6% 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。
Church & Dwight是美国知名消费品企业，成立于1847年，总部位于新泽西州尤因。公司主营个人护理、家居用品及特色产品，旗下拥有Arm & Hammer、Trojan、OxiClean等知名品牌，2022年全年营收达54亿美元。
AXL vs CHD — 直观对比
营收规模更大
CHD
是对方的1.2倍
$1.4B
营收增速更快
CHD
高出3.7%
0.2%
净利率更高
CHD
高出14.2%
-5.4%
两年增速更快
CHD
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.6B |
| 净利润 | $-75.3M | $143.5M |
| 毛利率 | 10.2% | 45.8% |
| 营业利润率 | -2.4% | 16.2% |
| 净利率 | -5.4% | 8.7% |
| 营收同比 | 0.2% | 3.9% |
| 净利润同比 | -449.6% | -24.2% |
| 每股收益（稀释后） | $-0.62 | $0.60 |
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AXLCHD
| Q4 25 | $1.4B | $1.6B | ||
| Q3 25 | $1.5B | $1.6B | ||
| Q2 25 | $1.5B | $1.5B | ||
| Q1 25 | $1.4B | $1.5B | ||
| Q4 24 | $1.4B | $1.6B | ||
| Q3 24 | $1.5B | $1.5B | ||
| Q2 24 | $1.6B | $1.5B | ||
| Q1 24 | $1.6B | $1.5B |
净利润AXLCHD
| Q4 25 | $-75.3M | $143.5M | ||
| Q3 25 | $9.2M | $182.2M | ||
| Q2 25 | $39.3M | $191.0M | ||
| Q1 25 | $7.1M | $220.1M | ||
| Q4 24 | $-13.7M | $189.2M | ||
| Q3 24 | $10.0M | $-75.1M | ||
| Q2 24 | $18.2M | $243.5M | ||
| Q1 24 | $20.5M | $227.7M |
毛利率AXLCHD
| Q4 25 | 10.2% | 45.8% | ||
| Q3 25 | 12.6% | 45.1% | ||
| Q2 25 | 13.1% | 43.0% | ||
| Q1 25 | 12.3% | 45.0% | ||
| Q4 24 | 11.2% | 44.7% | ||
| Q3 24 | 11.4% | 45.2% | ||
| Q2 24 | 13.3% | 47.1% | ||
| Q1 24 | 12.4% | 45.7% |
营业利润率AXLCHD
| Q4 25 | -2.4% | 16.2% | ||
| Q3 25 | 3.2% | 16.1% | ||
| Q2 25 | 3.6% | 17.4% | ||
| Q1 25 | 3.0% | 20.1% | ||
| Q4 24 | 2.6% | 16.2% | ||
| Q3 24 | 2.8% | -6.1% | ||
| Q2 24 | 5.3% | 22.3% | ||
| Q1 24 | 4.8% | 20.3% |
净利率AXLCHD
| Q4 25 | -5.4% | 8.7% | ||
| Q3 25 | 0.6% | 11.5% | ||
| Q2 25 | 2.6% | 12.7% | ||
| Q1 25 | 0.5% | 15.0% | ||
| Q4 24 | -1.0% | 12.0% | ||
| Q3 24 | 0.7% | -5.0% | ||
| Q2 24 | 1.1% | 16.1% | ||
| Q1 24 | 1.3% | 15.1% |
每股收益（稀释后）AXLCHD
| Q4 25 | $-0.62 | $0.60 | ||
| Q3 25 | $0.07 | $0.75 | ||
| Q2 25 | $0.32 | $0.78 | ||
| Q1 25 | $0.06 | $0.89 | ||
| Q4 24 | $-0.11 | $0.76 | ||
| Q3 24 | $0.08 | $-0.31 | ||
| Q2 24 | $0.15 | $0.99 | ||
| Q1 24 | $0.17 | $0.93 |
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 | $409.0M |
| 总债务越低越好 | $4.0B | $2.2B |
| 股东权益账面价值 | $640.0M | $4.0B |
| 总资产 | $6.7B | $8.9B |
| 负债/权益比越低杠杆越低 | 6.31× | 0.55× |
8季度趋势，按日历期对齐
现金及短期投资AXLCHD
| Q4 25 | $708.9M | $409.0M | ||
| Q3 25 | $714.1M | $305.3M | ||
| Q2 25 | $586.5M | $923.2M | ||
| Q1 25 | $549.2M | $1.1B | ||
| Q4 24 | $552.9M | $964.1M | ||
| Q3 24 | $542.5M | $752.1M | ||
| Q2 24 | $519.9M | $491.7M | ||
| Q1 24 | $469.8M | $349.7M |
总债务AXLCHD
| Q4 25 | $4.0B | $2.2B | ||
| Q3 25 | $2.6B | $2.2B | ||
| Q2 25 | $2.6B | $2.2B | ||
| Q1 25 | $2.6B | $2.2B | ||
| Q4 24 | $2.6B | $2.2B | ||
| Q3 24 | $2.6B | $2.2B | ||
| Q2 24 | $2.7B | $2.2B | ||
| Q1 24 | $2.7B | $2.2B |
股东权益AXLCHD
| Q4 25 | $640.0M | $4.0B | ||
| Q3 25 | $718.4M | $4.2B | ||
| Q2 25 | $673.0M | $4.4B | ||
| Q1 25 | $596.3M | $4.6B | ||
| Q4 24 | $562.8M | $4.4B | ||
| Q3 24 | $616.3M | $4.2B | ||
| Q2 24 | $609.6M | $4.3B | ||
| Q1 24 | $621.4M | $4.1B |
总资产AXLCHD
| Q4 25 | $6.7B | $8.9B | ||
| Q3 25 | $5.3B | $9.1B | ||
| Q2 25 | $5.3B | $8.8B | ||
| Q1 25 | $5.1B | $9.0B | ||
| Q4 24 | $5.1B | $8.9B | ||
| Q3 24 | $5.3B | $8.7B | ||
| Q2 24 | $5.3B | $8.8B | ||
| Q1 24 | $5.4B | $8.6B |
负债/权益比AXLCHD
| Q4 25 | 6.31× | 0.55× | ||
| Q3 25 | 3.61× | 0.52× | ||
| Q2 25 | 3.86× | 0.50× | ||
| Q1 25 | 4.38× | 0.48× | ||
| Q4 24 | 4.58× | 0.51× | ||
| Q3 24 | 4.28× | 0.53× | ||
| Q2 24 | 4.42× | 0.51× | ||
| Q1 24 | 4.40× | 0.54× |
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 | — |
| 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% | 3.4% |
| 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
经营现金流AXLCHD
| Q4 25 | $120.5M | — | ||
| Q3 25 | $143.3M | — | ||
| Q2 25 | $91.9M | — | ||
| Q1 25 | $55.9M | — | ||
| Q4 24 | $151.2M | $292.3M | ||
| Q3 24 | $143.6M | $364.0M | ||
| Q2 24 | $142.8M | $236.9M | ||
| Q1 24 | $17.8M | $263.0M |
自由现金流AXLCHD
| Q4 25 | $54.7M | — | ||
| Q3 25 | $79.2M | — | ||
| Q2 25 | $34.6M | — | ||
| Q1 25 | $-13.4M | — | ||
| Q4 24 | $73.2M | $237.7M | ||
| Q3 24 | $70.4M | $315.4M | ||
| Q2 24 | $94.0M | $206.6M | ||
| Q1 24 | $-30.2M | $216.7M |
自由现金流率AXLCHD
| Q4 25 | 4.0% | — | ||
| Q3 25 | 5.3% | — | ||
| Q2 25 | 2.3% | — | ||
| Q1 25 | -0.9% | — | ||
| Q4 24 | 5.3% | 15.0% | ||
| Q3 24 | 4.7% | 20.9% | ||
| Q2 24 | 5.8% | 13.7% | ||
| Q1 24 | -1.9% | 14.4% |
资本支出强度AXLCHD
| Q4 25 | 4.8% | 3.4% | ||
| Q3 25 | 4.3% | 1.8% | ||
| Q2 25 | 3.7% | 1.5% | ||
| Q1 25 | 4.9% | 1.1% | ||
| Q4 24 | 5.6% | 3.5% | ||
| Q3 24 | 4.9% | 3.2% | ||
| Q2 24 | 3.0% | 2.0% | ||
| Q1 24 | 3.0% | 3.1% |
现金转化率AXLCHD
| Q4 25 | — | — | ||
| Q3 25 | 15.58× | — | ||
| Q2 25 | 2.34× | — | ||
| Q1 25 | 7.87× | — | ||
| Q4 24 | — | 1.54× | ||
| Q3 24 | 14.36× | — | ||
| Q2 24 | 7.85× | 0.97× | ||
| Q1 24 | 0.87× | 1.16× |
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% |
CHD
| Household Products | $645.3M | 39% |
| Personal Care Products | $625.9M | 38% |
| Consumer International | $299.8M | 18% |
| Specialty Products Division | $73.2M | 4% |
