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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与Datadog（DDOG）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Datadog的1.4倍（$1.4B vs $1.0B），Datadog净利率更高（5.2% vs -5.4%，领先10.7%），Datadog同比增速更快（32.2% vs 0.2%），Datadog自由现金流更多（$289.1M vs $54.7M），过去两年Datadog的营收复合增速更高（24.9% 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。
Datadog是一家美国企业，为云级应用提供可观测性服务，旗下SaaS数据分析平台可实现对服务器、数据库、各类工具及服务的统一监控。公司成立并总部位于纽约，目前在纳斯达克证券交易所公开上市。
AXL vs DDOG — 直观对比
营收规模更大
AXL
是对方的1.4倍
$1.0B
营收增速更快
DDOG
高出31.9%
0.2%
净利率更高
DDOG
高出10.7%
-5.4%
自由现金流更多
DDOG
多$234.4M
$54.7M
两年增速更快
DDOG
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.0B |
| 净利润 | $-75.3M | $52.6M |
| 毛利率 | 10.2% | 79.2% |
| 营业利润率 | -2.4% | 21.5% |
| 净利率 | -5.4% | 5.2% |
| 营收同比 | 0.2% | 32.2% |
| 净利润同比 | -449.6% | 113.4% |
| 每股收益（稀释后） | $-0.62 | $0.15 |
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AXLDDOG
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.4B | $953.2M | ||
| Q3 25 | $1.5B | $885.7M | ||
| Q2 25 | $1.5B | $826.8M | ||
| Q1 25 | $1.4B | $761.6M | ||
| Q4 24 | $1.4B | $737.7M | ||
| Q3 24 | $1.5B | $690.0M | ||
| Q2 24 | $1.6B | $645.3M |
净利润AXLDDOG
| Q1 26 | — | $52.6M | ||
| Q4 25 | $-75.3M | $46.6M | ||
| Q3 25 | $9.2M | $33.9M | ||
| Q2 25 | $39.3M | $2.6M | ||
| Q1 25 | $7.1M | $24.6M | ||
| Q4 24 | $-13.7M | $45.6M | ||
| Q3 24 | $10.0M | $51.7M | ||
| Q2 24 | $18.2M | $43.8M |
毛利率AXLDDOG
| Q1 26 | — | 79.2% | ||
| Q4 25 | 10.2% | 80.4% | ||
| Q3 25 | 12.6% | 80.1% | ||
| Q2 25 | 13.1% | 79.9% | ||
| Q1 25 | 12.3% | 79.3% | ||
| Q4 24 | 11.2% | 80.5% | ||
| Q3 24 | 11.4% | 80.0% | ||
| Q2 24 | 13.3% | 80.9% |
营业利润率AXLDDOG
| Q1 26 | — | 21.5% | ||
| Q4 25 | -2.4% | 1.0% | ||
| Q3 25 | 3.2% | -0.7% | ||
| Q2 25 | 3.6% | -4.3% | ||
| Q1 25 | 3.0% | -1.6% | ||
| Q4 24 | 2.6% | 1.3% | ||
| Q3 24 | 2.8% | 2.9% | ||
| Q2 24 | 5.3% | 2.0% |
净利率AXLDDOG
| Q1 26 | — | 5.2% | ||
| Q4 25 | -5.4% | 4.9% | ||
| Q3 25 | 0.6% | 3.8% | ||
| Q2 25 | 2.6% | 0.3% | ||
| Q1 25 | 0.5% | 3.2% | ||
| Q4 24 | -1.0% | 6.2% | ||
| Q3 24 | 0.7% | 7.5% | ||
| Q2 24 | 1.1% | 6.8% |
每股收益（稀释后）AXLDDOG
| Q1 26 | — | $0.15 | ||
| Q4 25 | $-0.62 | $0.13 | ||
| Q3 25 | $0.07 | $0.10 | ||
| Q2 25 | $0.32 | $0.01 | ||
| Q1 25 | $0.06 | $0.07 | ||
| Q4 24 | $-0.11 | $0.14 | ||
| Q3 24 | $0.08 | $0.14 | ||
| Q2 24 | $0.15 | $0.12 |
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 | $426.4M |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $640.0M | $4.0B |
| 总资产 | $6.7B | $7.0B |
| 负债/权益比越低杠杆越低 | 6.31× | — |
8季度趋势，按日历期对齐
现金及短期投资AXLDDOG
| Q1 26 | — | $426.4M | ||
| Q4 25 | $708.9M | $401.3M | ||
| Q3 25 | $714.1M | $540.6M | ||
| Q2 25 | $586.5M | $489.0M | ||
| Q1 25 | $549.2M | $1.1B | ||
| Q4 24 | $552.9M | $1.2B | ||
| Q3 24 | $542.5M | $337.4M | ||
| Q2 24 | $519.9M | $411.0M |
总债务AXLDDOG
| Q1 26 | — | — | ||
| 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 | — |
股东权益AXLDDOG
| Q1 26 | — | $4.0B | ||
| Q4 25 | $640.0M | $3.7B | ||
| Q3 25 | $718.4M | $3.4B | ||
| Q2 25 | $673.0M | $3.2B | ||
| Q1 25 | $596.3M | $2.9B | ||
| Q4 24 | $562.8M | $2.7B | ||
| Q3 24 | $616.3M | $2.6B | ||
| Q2 24 | $609.6M | $2.4B |
总资产AXLDDOG
| Q1 26 | — | $7.0B | ||
| Q4 25 | $6.7B | $6.6B | ||
| Q3 25 | $5.3B | $6.1B | ||
| Q2 25 | $5.3B | $5.8B | ||
| Q1 25 | $5.1B | $6.0B | ||
| Q4 24 | $5.1B | $5.8B | ||
| Q3 24 | $5.3B | $4.6B | ||
| Q2 24 | $5.3B | $4.4B |
负债/权益比AXLDDOG
| Q1 26 | — | — | ||
| 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× | — |
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 | $334.6M |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $289.1M |
| 自由现金流率自由现金流/营收 | 4.0% | 28.7% |
| 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 | — | 6.36× |
| 过去12个月自由现金流最近4个季度 | $155.1M | $1.0B |
8季度趋势，按日历期对齐
经营现金流AXLDDOG
| Q1 26 | — | $334.6M | ||
| Q4 25 | $120.5M | $327.1M | ||
| Q3 25 | $143.3M | $251.5M | ||
| Q2 25 | $91.9M | $200.1M | ||
| Q1 25 | $55.9M | $271.5M | ||
| Q4 24 | $151.2M | $265.2M | ||
| Q3 24 | $143.6M | $228.7M | ||
| Q2 24 | $142.8M | $164.4M |
自由现金流AXLDDOG
| Q1 26 | — | $289.1M | ||
| Q4 25 | $54.7M | $318.2M | ||
| Q3 25 | $79.2M | $234.7M | ||
| Q2 25 | $34.6M | $184.9M | ||
| Q1 25 | $-13.4M | $262.8M | ||
| Q4 24 | $73.2M | $257.5M | ||
| Q3 24 | $70.4M | $220.3M | ||
| Q2 24 | $94.0M | $160.0M |
自由现金流率AXLDDOG
| Q1 26 | — | 28.7% | ||
| Q4 25 | 4.0% | 33.4% | ||
| Q3 25 | 5.3% | 26.5% | ||
| Q2 25 | 2.3% | 22.4% | ||
| Q1 25 | -0.9% | 34.5% | ||
| Q4 24 | 5.3% | 34.9% | ||
| Q3 24 | 4.7% | 31.9% | ||
| Q2 24 | 5.8% | 24.8% |
资本支出强度AXLDDOG
| Q1 26 | — | — | ||
| Q4 25 | 4.8% | 0.9% | ||
| Q3 25 | 4.3% | 1.9% | ||
| Q2 25 | 3.7% | 1.8% | ||
| Q1 25 | 4.9% | 1.1% | ||
| Q4 24 | 5.6% | 1.1% | ||
| Q3 24 | 4.9% | 1.2% | ||
| Q2 24 | 3.0% | 0.7% |
现金转化率AXLDDOG
| Q1 26 | — | 6.36× | ||
| Q4 25 | — | 7.02× | ||
| Q3 25 | 15.58× | 7.42× | ||
| Q2 25 | 2.34× | 75.58× | ||
| Q1 25 | 7.87× | 11.02× | ||
| Q4 24 | — | 5.82× | ||
| Q3 24 | 14.36× | 4.42× | ||
| Q2 24 | 7.85× | 3.75× |
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% |
DDOG
暂无分部数据
