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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与CARLISLE COMPANIES INC（CSL）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CARLISLE COMPANIES INC的1.3倍（$1.4B vs $1.1B），CARLISLE COMPANIES INC净利率更高（12.1% vs -5.4%，领先17.6%），AMERICAN AXLE & MANUFACTURING HOLDINGS INC同比增速更快（0.2% vs -4.0%），AMERICAN AXLE & MANUFACTURING HOLDINGS INC自由现金流更多（$54.7M vs $-73.0M），过去两年AMERICAN AXLE & MANUFACTURING HOLDINGS INC的营收复合增速更高（-7.2% vs -14.8%）
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。
卡莱尔公司是专业建筑产品供应商，聚焦于提升建筑能效与稳固性，面向商业建筑领域生产销售单层屋面产品、质保系统及配套配件，旗下设有卡莱尔建筑材料、卡莱尔防水技术两大业务板块，产品涵盖防潮材料、屋面防护层等多个品类。
AXL vs CSL — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.1B |
| 净利润 | $-75.3M | $127.7M |
| 毛利率 | 10.2% | 34.5% |
| 营业利润率 | -2.4% | 17.1% |
| 净利率 | -5.4% | 12.1% |
| 营收同比 | 0.2% | -4.0% |
| 净利润同比 | -449.6% | -10.9% |
| 每股收益（稀释后） | $-0.62 | $3.10 |
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
| Q1 26 | — | $1.1B | ||
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $1.4B | $1.1B | ||
| Q4 24 | $1.4B | $1.1B | ||
| Q3 24 | $1.5B | $1.3B | ||
| Q2 24 | $1.6B | $1.5B |
| Q1 26 | — | $127.7M | ||
| Q4 25 | $-75.3M | $127.4M | ||
| Q3 25 | $9.2M | $214.2M | ||
| Q2 25 | $39.3M | $255.8M | ||
| Q1 25 | $7.1M | $143.3M | ||
| Q4 24 | $-13.7M | $162.8M | ||
| Q3 24 | $10.0M | $244.3M | ||
| Q2 24 | $18.2M | $712.4M |
| Q1 26 | — | 34.5% | ||
| Q4 25 | 10.2% | 33.8% | ||
| Q3 25 | 12.6% | 36.0% | ||
| Q2 25 | 13.1% | 37.3% | ||
| Q1 25 | 12.3% | 35.2% | ||
| Q4 24 | 11.2% | 36.1% | ||
| Q3 24 | 11.4% | 38.6% | ||
| Q2 24 | 13.3% | 39.2% |
| Q1 26 | — | 17.1% | ||
| Q4 25 | -2.4% | 16.8% | ||
| Q3 25 | 3.2% | 21.8% | ||
| Q2 25 | 3.6% | 23.1% | ||
| Q1 25 | 3.0% | 16.8% | ||
| Q4 24 | 2.6% | 19.9% | ||
| Q3 24 | 2.8% | 23.7% | ||
| Q2 24 | 5.3% | 26.0% |
| Q1 26 | — | 12.1% | ||
| Q4 25 | -5.4% | 11.3% | ||
| Q3 25 | 0.6% | 15.9% | ||
| Q2 25 | 2.6% | 17.6% | ||
| Q1 25 | 0.5% | 13.1% | ||
| Q4 24 | -1.0% | 14.5% | ||
| Q3 24 | 0.7% | 18.3% | ||
| Q2 24 | 1.1% | 49.1% |
| Q1 26 | — | $3.10 | ||
| Q4 25 | $-0.62 | $3.06 | ||
| Q3 25 | $0.07 | $4.98 | ||
| Q2 25 | $0.32 | $5.88 | ||
| Q1 25 | $0.06 | $3.20 | ||
| Q4 24 | $-0.11 | $3.76 | ||
| Q3 24 | $0.08 | $5.25 | ||
| Q2 24 | $0.15 | $14.84 |
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 | $771.3M |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $640.0M | $1.7B |
| 总资产 | $6.7B | — |
| 负债/权益比越低杠杆越低 | 6.31× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $771.3M | ||
| Q4 25 | $708.9M | $1.1B | ||
| Q3 25 | $714.1M | $1.1B | ||
| Q2 25 | $586.5M | $68.4M | ||
| Q1 25 | $549.2M | $220.2M | ||
| Q4 24 | $552.9M | $753.5M | ||
| Q3 24 | $542.5M | $1.5B | ||
| Q2 24 | $519.9M | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | $4.0B | $2.9B | ||
| Q3 25 | $2.6B | $2.9B | ||
| Q2 25 | $2.6B | $1.9B | ||
| Q1 25 | $2.6B | $1.9B | ||
| Q4 24 | $2.6B | $1.9B | ||
| Q3 24 | $2.6B | $2.3B | ||
| Q2 24 | $2.7B | $2.3B |
| Q1 26 | — | $1.7B | ||
| Q4 25 | $640.0M | $1.8B | ||
| Q3 25 | $718.4M | $2.0B | ||
| Q2 25 | $673.0M | $2.1B | ||
| Q1 25 | $596.3M | $2.2B | ||
| Q4 24 | $562.8M | $2.5B | ||
| Q3 24 | $616.3M | $2.8B | ||
| Q2 24 | $609.6M | $3.0B |
| Q1 26 | — | — | ||
| Q4 25 | $6.7B | $6.3B | ||
| Q3 25 | $5.3B | $6.5B | ||
| Q2 25 | $5.3B | $5.5B | ||
| Q1 25 | $5.1B | $5.5B | ||
| Q4 24 | $5.1B | $5.8B | ||
| Q3 24 | $5.3B | $6.5B | ||
| Q2 24 | $5.3B | $6.7B |
| Q1 26 | — | — | ||
| Q4 25 | 6.31× | 1.61× | ||
| Q3 25 | 3.61× | 1.45× | ||
| Q2 25 | 3.86× | 0.89× | ||
| Q1 25 | 4.38× | 0.87× | ||
| Q4 24 | 4.58× | 0.77× | ||
| Q3 24 | 4.28× | 0.83× | ||
| Q2 24 | 4.42× | 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 | — |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $-73.0M |
| 自由现金流率自由现金流/营收 | 4.0% | -6.9% |
| 资本支出强度资本支出/营收 | 4.8% | 2.7% |
| 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 | $924.8M |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $120.5M | $386.0M | ||
| Q3 25 | $143.3M | $426.9M | ||
| Q2 25 | $91.9M | $287.1M | ||
| Q1 25 | $55.9M | $1.8M | ||
| Q4 24 | $151.2M | $370.6M | ||
| Q3 24 | $143.6M | $312.8M | ||
| Q2 24 | $142.8M | $183.4M |
| Q1 26 | — | $-73.0M | ||
| Q4 25 | $54.7M | $346.1M | ||
| Q3 25 | $79.2M | $393.4M | ||
| Q2 25 | $34.6M | $258.3M | ||
| Q1 25 | $-13.4M | $-27.2M | ||
| Q4 24 | $73.2M | $334.0M | ||
| Q3 24 | $70.4M | $293.5M | ||
| Q2 24 | $94.0M | $158.5M |
| Q1 26 | — | -6.9% | ||
| Q4 25 | 4.0% | 30.7% | ||
| Q3 25 | 5.3% | 29.2% | ||
| Q2 25 | 2.3% | 17.8% | ||
| Q1 25 | -0.9% | -2.5% | ||
| Q4 24 | 5.3% | 29.7% | ||
| Q3 24 | 4.7% | 22.0% | ||
| Q2 24 | 5.8% | 10.9% |
| Q1 26 | — | 2.7% | ||
| Q4 25 | 4.8% | 3.5% | ||
| Q3 25 | 4.3% | 2.5% | ||
| Q2 25 | 3.7% | 2.0% | ||
| Q1 25 | 4.9% | 2.6% | ||
| Q4 24 | 5.6% | 3.3% | ||
| Q3 24 | 4.9% | 1.4% | ||
| Q2 24 | 3.0% | 1.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.03× | ||
| Q3 25 | 15.58× | 1.99× | ||
| Q2 25 | 2.34× | 1.12× | ||
| Q1 25 | 7.87× | 0.01× | ||
| Q4 24 | — | 2.28× | ||
| Q3 24 | 14.36× | 1.28× | ||
| Q2 24 | 7.85× | 0.26× |
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% |
CSL
暂无分部数据
