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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与Centuri Holdings, Inc.（CTRI）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Centuri Holdings, Inc.的1.6倍（$1.4B vs $858.6M），Centuri Holdings, Inc.净利率更高（3.5% vs -5.4%，领先9.0%），Centuri Holdings, Inc.同比增速更快（19.7% vs 0.2%），Centuri Holdings, Inc.自由现金流更多（$66.3M vs $54.7M），过去两年Centuri Holdings, Inc.的营收复合增速更高（27.5% 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。
Centuri Holdings前身为Allied Leisure，是美国街机游戏制造商，总部位于佛罗里达州海厄利亚。20世纪80年代初，它是美国排名前六的投币式街机视频游戏设备供应商之一。1980年，原Taito美国总裁埃德·米勒与合伙人比尔·奥利吉斯收购Allied Leisure后，将其更名为Centuri。
AXL vs CTRI — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $858.6M |
| 净利润 | $-75.3M | $30.4M |
| 毛利率 | 10.2% | 9.4% |
| 营业利润率 | -2.4% | 4.3% |
| 净利率 | -5.4% | 3.5% |
| 营收同比 | 0.2% | 19.7% |
| 净利润同比 | -449.6% | 194.1% |
| 每股收益（稀释后） | $-0.62 | $0.34 |
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 | $858.6M | ||
| Q3 25 | $1.5B | $850.0M | ||
| Q2 25 | $1.5B | $724.1M | ||
| Q1 25 | $1.4B | $550.1M | ||
| Q4 24 | $1.4B | $717.1M | ||
| Q3 24 | $1.5B | $720.1M | ||
| Q2 24 | $1.6B | $672.1M | ||
| Q1 24 | $1.6B | $528.0M |
| Q4 25 | $-75.3M | $30.4M | ||
| Q3 25 | $9.2M | $2.1M | ||
| Q2 25 | $39.3M | $8.1M | ||
| Q1 25 | $7.1M | $-17.9M | ||
| Q4 24 | $-13.7M | $10.3M | ||
| Q3 24 | $10.0M | $-3.7M | ||
| Q2 24 | $18.2M | $11.7M | ||
| Q1 24 | $20.5M | $-25.1M |
| Q4 25 | 10.2% | 9.4% | ||
| Q3 25 | 12.6% | 9.2% | ||
| Q2 25 | 13.1% | 9.4% | ||
| Q1 25 | 12.3% | 3.7% | ||
| Q4 24 | 11.2% | 9.9% | ||
| Q3 24 | 11.4% | 10.5% | ||
| Q2 24 | 13.3% | 9.0% | ||
| Q1 24 | 12.4% | 2.5% |
| Q4 25 | -2.4% | 4.3% | ||
| Q3 25 | 3.2% | 4.3% | ||
| Q2 25 | 3.6% | 4.4% | ||
| Q1 25 | 3.0% | -2.3% | ||
| Q4 24 | 2.6% | 4.7% | ||
| Q3 24 | 2.8% | 5.8% | ||
| Q2 24 | 5.3% | 4.9% | ||
| Q1 24 | 4.8% | -4.2% |
| Q4 25 | -5.4% | 3.5% | ||
| Q3 25 | 0.6% | 0.2% | ||
| Q2 25 | 2.6% | 1.1% | ||
| Q1 25 | 0.5% | -3.3% | ||
| Q4 24 | -1.0% | 1.4% | ||
| Q3 24 | 0.7% | -0.5% | ||
| Q2 24 | 1.1% | 1.7% | ||
| Q1 24 | 1.3% | -4.7% |
| Q4 25 | $-0.62 | $0.34 | ||
| Q3 25 | $0.07 | $0.02 | ||
| Q2 25 | $0.32 | $0.09 | ||
| Q1 25 | $0.06 | $-0.20 | ||
| Q4 24 | $-0.11 | $0.17 | ||
| Q3 24 | $0.08 | $-0.04 | ||
| Q2 24 | $0.15 | $0.14 | ||
| Q1 24 | $0.17 | $-0.35 |
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 | $126.6M |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $640.0M | $873.0M |
| 总资产 | $6.7B | $2.4B |
| 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 | $126.6M | ||
| Q3 25 | $714.1M | $16.1M | ||
| Q2 25 | $586.5M | $28.3M | ||
| Q1 25 | $549.2M | $15.3M | ||
| Q4 24 | $552.9M | $49.0M | ||
| Q3 24 | $542.5M | $52.5M | ||
| Q2 24 | $519.9M | $30.9M | ||
| Q1 24 | $469.8M | $18.4M |
| 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 | $873.0M | ||
| Q3 25 | $718.4M | $585.2M | ||
| Q2 25 | $673.0M | $567.1M | ||
| Q1 25 | $596.3M | $536.5M | ||
| Q4 24 | $562.8M | $555.6M | ||
| Q3 24 | $616.3M | $527.3M | ||
| Q2 24 | $609.6M | $530.4M | ||
| Q1 24 | $621.4M | $197.8M |
| Q4 25 | $6.7B | $2.4B | ||
| Q3 25 | $5.3B | $2.2B | ||
| Q2 25 | $5.3B | $2.1B | ||
| Q1 25 | $5.1B | $2.0B | ||
| Q4 24 | $5.1B | $2.1B | ||
| Q3 24 | $5.3B | $2.1B | ||
| Q2 24 | $5.3B | $2.2B | ||
| Q1 24 | $5.4B | $2.1B |
| 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 | $83.9M |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $66.3M |
| 自由现金流率自由现金流/营收 | 4.0% | 7.7% |
| 资本支出强度资本支出/营收 | 4.8% | 2.0% |
| 现金转化率经营现金流/净利润 | — | 2.76× |
| 过去12个月自由现金流最近4个季度 | $155.1M | $-8.2M |
8季度趋势，按日历期对齐
| Q4 25 | $120.5M | $83.9M | ||
| Q3 25 | $143.3M | $5.2M | ||
| Q2 25 | $91.9M | $-27.7M | ||
| Q1 25 | $55.9M | $16.7M | ||
| Q4 24 | $151.2M | $61.0M | ||
| Q3 24 | $143.6M | $180.2M | ||
| Q2 24 | $142.8M | $-56.6M | ||
| Q1 24 | $17.8M | $-26.5M |
| Q4 25 | $54.7M | $66.3M | ||
| Q3 25 | $79.2M | $-18.4M | ||
| Q2 25 | $34.6M | $-48.5M | ||
| Q1 25 | $-13.4M | $-7.7M | ||
| Q4 24 | $73.2M | $27.8M | ||
| Q3 24 | $70.4M | $160.7M | ||
| Q2 24 | $94.0M | $-76.9M | ||
| Q1 24 | $-30.2M | $-52.7M |
| Q4 25 | 4.0% | 7.7% | ||
| Q3 25 | 5.3% | -2.2% | ||
| Q2 25 | 2.3% | -6.7% | ||
| Q1 25 | -0.9% | -1.4% | ||
| Q4 24 | 5.3% | 3.9% | ||
| Q3 24 | 4.7% | 22.3% | ||
| Q2 24 | 5.8% | -11.4% | ||
| Q1 24 | -1.9% | -10.0% |
| Q4 25 | 4.8% | 2.0% | ||
| Q3 25 | 4.3% | 2.8% | ||
| Q2 25 | 3.7% | 2.9% | ||
| Q1 25 | 4.9% | 4.4% | ||
| Q4 24 | 5.6% | 4.6% | ||
| Q3 24 | 4.9% | 2.7% | ||
| Q2 24 | 3.0% | 3.0% | ||
| Q1 24 | 3.0% | 5.0% |
| Q4 25 | — | 2.76× | ||
| Q3 25 | 15.58× | 2.48× | ||
| Q2 25 | 2.34× | -3.43× | ||
| Q1 25 | 7.87× | — | ||
| Q4 24 | — | 5.90× | ||
| Q3 24 | 14.36× | — | ||
| Q2 24 | 7.85× | -4.84× | ||
| Q1 24 | 0.87× | — |
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% |
CTRI
| Master Services Agreement | $660.7M | 77% |
| Non Union Electric Segment | $163.4M | 19% |
| Related Party | $25.6M | 3% |
