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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与CoStar Group（CSGP）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CoStar Group的1.5倍（$1.4B vs $899.9M），CoStar Group净利率更高（5.2% vs -5.4%，领先10.6%），CoStar Group同比增速更快（26.9% vs 0.2%），CoStar Group自由现金流更多（$101.3M vs $54.7M），过去两年CoStar Group的营收复合增速更高（17.1% 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。
CoStar Group是1987年成立的美国商业地产服务商，总部位于弗吉尼亚州阿灵顿，业务覆盖北美、欧洲地区，为商业地产行业提供信息、分析及营销解决方案，旗下运营CoStar线上数据库、新闻网站及Apartments.com、Homes.com等多个线上平台。
AXL vs CSGP — 直观对比
营收规模更大
AXL
是对方的1.5倍
$899.9M
营收增速更快
CSGP
高出26.6%
0.2%
净利率更高
CSGP
高出10.6%
-5.4%
自由现金流更多
CSGP
多$46.6M
$54.7M
两年增速更快
CSGP
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $899.9M |
| 净利润 | $-75.3M | $46.5M |
| 毛利率 | 10.2% | 78.6% |
| 营业利润率 | -2.4% | 5.5% |
| 净利率 | -5.4% | 5.2% |
| 营收同比 | 0.2% | 26.9% |
| 净利润同比 | -449.6% | -22.2% |
| 每股收益（稀释后） | $-0.62 | $0.12 |
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AXLCSGP
| Q4 25 | $1.4B | $899.9M | ||
| Q3 25 | $1.5B | $833.6M | ||
| Q2 25 | $1.5B | $781.3M | ||
| Q1 25 | $1.4B | $732.2M | ||
| Q4 24 | $1.4B | $709.4M | ||
| Q3 24 | $1.5B | $692.6M | ||
| Q2 24 | $1.6B | $677.8M | ||
| Q1 24 | $1.6B | $656.4M |
净利润AXLCSGP
| Q4 25 | $-75.3M | $46.5M | ||
| Q3 25 | $9.2M | $-30.9M | ||
| Q2 25 | $39.3M | $6.2M | ||
| Q1 25 | $7.1M | $-14.8M | ||
| Q4 24 | $-13.7M | $59.8M | ||
| Q3 24 | $10.0M | $53.0M | ||
| Q2 24 | $18.2M | $19.2M | ||
| Q1 24 | $20.5M | $6.7M |
毛利率AXLCSGP
| Q4 25 | 10.2% | 78.6% | ||
| Q3 25 | 12.6% | 79.3% | ||
| Q2 25 | 13.1% | 78.5% | ||
| Q1 25 | 12.3% | 79.1% | ||
| Q4 24 | 11.2% | 80.1% | ||
| Q3 24 | 11.4% | 79.7% | ||
| Q2 24 | 13.3% | 80.0% | ||
| Q1 24 | 12.4% | 78.5% |
营业利润率AXLCSGP
| Q4 25 | -2.4% | 5.5% | ||
| Q3 25 | 3.2% | -6.1% | ||
| Q2 25 | 3.6% | -3.5% | ||
| Q1 25 | 3.0% | -5.8% | ||
| Q4 24 | 2.6% | 5.6% | ||
| Q3 24 | 2.8% | 3.4% | ||
| Q2 24 | 5.3% | -2.4% | ||
| Q1 24 | 4.8% | -6.5% |
净利率AXLCSGP
| Q4 25 | -5.4% | 5.2% | ||
| Q3 25 | 0.6% | -3.7% | ||
| Q2 25 | 2.6% | 0.8% | ||
| Q1 25 | 0.5% | -2.0% | ||
| Q4 24 | -1.0% | 8.4% | ||
| Q3 24 | 0.7% | 7.7% | ||
| Q2 24 | 1.1% | 2.8% | ||
| Q1 24 | 1.3% | 1.0% |
每股收益（稀释后）AXLCSGP
| Q4 25 | $-0.62 | $0.12 | ||
| Q3 25 | $0.07 | $-0.07 | ||
| Q2 25 | $0.32 | $0.01 | ||
| Q1 25 | $0.06 | $-0.04 | ||
| Q4 24 | $-0.11 | $0.14 | ||
| Q3 24 | $0.08 | $0.13 | ||
| Q2 24 | $0.15 | $0.05 | ||
| Q1 24 | $0.17 | $0.02 |
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 | $1.6B |
| 总债务越低越好 | $4.0B | $140.0M |
| 股东权益账面价值 | $640.0M | $8.3B |
| 总资产 | $6.7B | $10.5B |
| 负债/权益比越低杠杆越低 | 6.31× | 0.02× |
8季度趋势，按日历期对齐
现金及短期投资AXLCSGP
| Q4 25 | $708.9M | $1.6B | ||
| Q3 25 | $714.1M | $1.9B | ||
| Q2 25 | $586.5M | $3.6B | ||
| Q1 25 | $549.2M | $3.7B | ||
| Q4 24 | $552.9M | $4.7B | ||
| Q3 24 | $542.5M | — | ||
| Q2 24 | $519.9M | — | ||
| Q1 24 | $469.8M | — |
总债务AXLCSGP
| Q4 25 | $4.0B | $140.0M | ||
| Q3 25 | $2.6B | $1.0B | ||
| Q2 25 | $2.6B | $1.0B | ||
| Q1 25 | $2.6B | $1.0B | ||
| Q4 24 | $2.6B | $1.0B | ||
| Q3 24 | $2.6B | $1.0B | ||
| Q2 24 | $2.7B | $1.0B | ||
| Q1 24 | $2.7B | $1.0B |
股东权益AXLCSGP
| Q4 25 | $640.0M | $8.3B | ||
| Q3 25 | $718.4M | $8.6B | ||
| Q2 25 | $673.0M | $8.6B | ||
| Q1 25 | $596.3M | $8.6B | ||
| Q4 24 | $562.8M | $7.6B | ||
| Q3 24 | $616.3M | $7.5B | ||
| Q2 24 | $609.6M | $7.4B | ||
| Q1 24 | $621.4M | $7.3B |
总资产AXLCSGP
| Q4 25 | $6.7B | $10.5B | ||
| Q3 25 | $5.3B | $10.8B | ||
| Q2 25 | $5.3B | $10.5B | ||
| Q1 25 | $5.1B | $10.4B | ||
| Q4 24 | $5.1B | $9.3B | ||
| Q3 24 | $5.3B | $9.1B | ||
| Q2 24 | $5.3B | $9.1B | ||
| Q1 24 | $5.4B | $9.0B |
负债/权益比AXLCSGP
| Q4 25 | 6.31× | 0.02× | ||
| Q3 25 | 3.61× | 0.12× | ||
| Q2 25 | 3.86× | 0.12× | ||
| Q1 25 | 4.38× | 0.12× | ||
| Q4 24 | 4.58× | 0.13× | ||
| Q3 24 | 4.28× | 0.13× | ||
| Q2 24 | 4.42× | 0.14× | ||
| Q1 24 | 4.40× | 0.14× |
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 | $162.1M |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $101.3M |
| 自由现金流率自由现金流/营收 | 4.0% | 11.3% |
| 资本支出强度资本支出/营收 | 4.8% | 6.8% |
| 现金转化率经营现金流/净利润 | — | 3.49× |
| 过去12个月自由现金流最近4个季度 | $155.1M | $123.0M |
8季度趋势，按日历期对齐
经营现金流AXLCSGP
| Q4 25 | $120.5M | $162.1M | ||
| Q3 25 | $143.3M | $68.2M | ||
| Q2 25 | $91.9M | $146.5M | ||
| Q1 25 | $55.9M | $53.2M | ||
| Q4 24 | $151.2M | $94.6M | ||
| Q3 24 | $143.6M | $100.3M | ||
| Q2 24 | $142.8M | $58.1M | ||
| Q1 24 | $17.8M | $139.6M |
自由现金流AXLCSGP
| Q4 25 | $54.7M | $101.3M | ||
| Q3 25 | $79.2M | $-5.5M | ||
| Q2 25 | $34.6M | $27.7M | ||
| Q1 25 | $-13.4M | $-500.0K | ||
| Q4 24 | $73.2M | $25.2M | ||
| Q3 24 | $70.4M | $40.2M | ||
| Q2 24 | $94.0M | $-14.7M | ||
| Q1 24 | $-30.2M | $-237.1M |
自由现金流率AXLCSGP
| Q4 25 | 4.0% | 11.3% | ||
| Q3 25 | 5.3% | -0.7% | ||
| Q2 25 | 2.3% | 3.5% | ||
| Q1 25 | -0.9% | -0.1% | ||
| Q4 24 | 5.3% | 3.6% | ||
| Q3 24 | 4.7% | 5.8% | ||
| Q2 24 | 5.8% | -2.2% | ||
| Q1 24 | -1.9% | -36.1% |
资本支出强度AXLCSGP
| Q4 25 | 4.8% | 6.8% | ||
| Q3 25 | 4.3% | 8.8% | ||
| Q2 25 | 3.7% | 15.2% | ||
| Q1 25 | 4.9% | 7.3% | ||
| Q4 24 | 5.6% | 9.8% | ||
| Q3 24 | 4.9% | 8.7% | ||
| Q2 24 | 3.0% | 10.7% | ||
| Q1 24 | 3.0% | 57.4% |
现金转化率AXLCSGP
| Q4 25 | — | 3.49× | ||
| Q3 25 | 15.58× | — | ||
| Q2 25 | 2.34× | 23.63× | ||
| Q1 25 | 7.87× | — | ||
| Q4 24 | — | 1.58× | ||
| Q3 24 | 14.36× | 1.89× | ||
| Q2 24 | 7.85× | 3.03× | ||
| Q1 24 | 0.87× | 20.84× |
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% |
CSGP
| Co Star | $503.8M | 56% |
| Other | $283.0M | 31% |
| Loop Net | $94.7M | 11% |
