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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与AMCON DISTRIBUTING CO（DIT）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AMCON DISTRIBUTING CO的1.9倍（$1.4B vs $730.1M），AMCON DISTRIBUTING CO净利率更高（0.1% vs -5.4%，领先5.5%），AMCON DISTRIBUTING CO同比增速更快（2.6% vs 0.2%），AMERICAN AXLE & MANUFACTURING HOLDINGS INC自由现金流更多（$54.7M vs $-12.4M），过去两年AMCON DISTRIBUTING CO的营收复合增速更高（10.1% 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。
AMCON Distributing Co是一家总部位于美国的消费品分销企业，主营食品、饮料、美妆个护、烟草及日用百货的分销业务，主要服务美国本土的独立便利店、食品零售商、药店及其他小型零售网点。
AXL vs DIT — 直观对比
营收规模更大
AXL
是对方的1.9倍
$730.1M
营收增速更快
DIT
高出2.4%
0.2%
净利率更高
DIT
高出5.5%
-5.4%
自由现金流更多
AXL
多$67.1M
$-12.4M
两年增速更快
DIT
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $730.1M |
| 净利润 | $-75.3M | $793.0K |
| 毛利率 | 10.2% | 6.6% |
| 营业利润率 | -2.4% | 0.5% |
| 净利率 | -5.4% | 0.1% |
| 营收同比 | 0.2% | 2.6% |
| 净利润同比 | -449.6% | 127.6% |
| 每股收益（稀释后） | $-0.62 | $1.28 |
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AXLDIT
| Q4 25 | $1.4B | $730.1M | ||
| Q3 25 | $1.5B | $746.3M | ||
| Q2 25 | $1.5B | $739.6M | ||
| Q1 25 | $1.4B | $619.5M | ||
| Q4 24 | $1.4B | $711.3M | ||
| Q3 24 | $1.5B | $746.3M | ||
| Q2 24 | $1.6B | $717.9M | ||
| Q1 24 | $1.6B | $601.9M |
净利润AXLDIT
| Q4 25 | $-75.3M | $793.0K | ||
| Q3 25 | $9.2M | $491.7K | ||
| Q2 25 | $39.3M | $1.3M | ||
| Q1 25 | $7.1M | $-1.6M | ||
| Q4 24 | $-13.7M | $348.4K | ||
| Q3 24 | $10.0M | $1.2M | ||
| Q2 24 | $18.2M | $1.5M | ||
| Q1 24 | $20.5M | $539.5K |
毛利率AXLDIT
| Q4 25 | 10.2% | 6.6% | ||
| Q3 25 | 12.6% | 6.5% | ||
| Q2 25 | 13.1% | 6.7% | ||
| Q1 25 | 12.3% | 6.9% | ||
| Q4 24 | 11.2% | 6.6% | ||
| Q3 24 | 11.4% | 6.5% | ||
| Q2 24 | 13.3% | 6.7% | ||
| Q1 24 | 12.4% | 7.0% |
营业利润率AXLDIT
| Q4 25 | -2.4% | 0.5% | ||
| Q3 25 | 3.2% | 0.5% | ||
| Q2 25 | 3.6% | 0.7% | ||
| Q1 25 | 3.0% | 0.1% | ||
| Q4 24 | 2.6% | 0.5% | ||
| Q3 24 | 2.8% | 0.7% | ||
| Q2 24 | 5.3% | 0.8% | ||
| Q1 24 | 4.8% | 0.6% |
净利率AXLDIT
| Q4 25 | -5.4% | 0.1% | ||
| Q3 25 | 0.6% | 0.1% | ||
| Q2 25 | 2.6% | 0.2% | ||
| Q1 25 | 0.5% | -0.3% | ||
| Q4 24 | -1.0% | 0.0% | ||
| Q3 24 | 0.7% | 0.2% | ||
| Q2 24 | 1.1% | 0.2% | ||
| Q1 24 | 1.3% | 0.1% |
每股收益（稀释后）AXLDIT
| Q4 25 | $-0.62 | $1.28 | ||
| Q3 25 | $0.07 | $0.80 | ||
| Q2 25 | $0.32 | $2.13 | ||
| Q1 25 | $0.06 | $-2.58 | ||
| Q4 24 | $-0.11 | $0.57 | ||
| Q3 24 | $0.08 | $2.02 | ||
| Q2 24 | $0.15 | $2.46 | ||
| Q1 24 | $0.17 | $0.89 |
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 | — |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $640.0M | $114.1M |
| 总资产 | $6.7B | $378.7M |
| 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AXLDIT
| Q4 25 | $708.9M | — | ||
| Q3 25 | $714.1M | — | ||
| Q2 25 | $586.5M | — | ||
| Q1 25 | $549.2M | — | ||
| Q4 24 | $552.9M | — | ||
| Q3 24 | $542.5M | — | ||
| Q2 24 | $519.9M | — | ||
| Q1 24 | $469.8M | — |
总债务AXLDIT
| Q4 25 | $4.0B | — | ||
| Q3 25 | $2.6B | $16.5M | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.6B | $21.8M | ||
| Q2 24 | $2.7B | $23.3M | ||
| Q1 24 | $2.7B | $20.5M |
股东权益AXLDIT
| Q4 25 | $640.0M | $114.1M | ||
| Q3 25 | $718.4M | $113.1M | ||
| Q2 25 | $673.0M | $113.2M | ||
| Q1 25 | $596.3M | $111.4M | ||
| Q4 24 | $562.8M | $112.4M | ||
| Q3 24 | $616.3M | $111.7M | ||
| Q2 24 | $609.6M | $110.0M | ||
| Q1 24 | $621.4M | $108.0M |
总资产AXLDIT
| Q4 25 | $6.7B | $378.7M | ||
| Q3 25 | $5.3B | $391.1M | ||
| Q2 25 | $5.3B | $393.9M | ||
| Q1 25 | $5.1B | $392.0M | ||
| Q4 24 | $5.1B | $404.7M | ||
| Q3 24 | $5.3B | $374.1M | ||
| Q2 24 | $5.3B | $400.6M | ||
| Q1 24 | $5.4B | $336.2M |
负债/权益比AXLDIT
| Q4 25 | 6.31× | — | ||
| Q3 25 | 3.61× | 0.15× | ||
| Q2 25 | 3.86× | — | ||
| Q1 25 | 4.38× | — | ||
| Q4 24 | 4.58× | — | ||
| Q3 24 | 4.28× | 0.19× | ||
| Q2 24 | 4.42× | 0.21× | ||
| Q1 24 | 4.40× | 0.19× |
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 | $-11.7M |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $-12.4M |
| 自由现金流率自由现金流/营收 | 4.0% | -1.7% |
| 资本支出强度资本支出/营收 | 4.8% | 0.1% |
| 现金转化率经营现金流/净利润 | — | -14.75× |
| 过去12个月自由现金流最近4个季度 | $155.1M | $40.6M |
8季度趋势，按日历期对齐
经营现金流AXLDIT
| Q4 25 | $120.5M | $-11.7M | ||
| Q3 25 | $143.3M | $31.1M | ||
| Q2 25 | $91.9M | $-7.0M | ||
| Q1 25 | $55.9M | $34.4M | ||
| Q4 24 | $151.2M | $-39.9M | ||
| Q3 24 | $143.6M | $41.0M | ||
| Q2 24 | $142.8M | $-26.9M | ||
| Q1 24 | $17.8M | $48.8M |
自由现金流AXLDIT
| Q4 25 | $54.7M | $-12.4M | ||
| Q3 25 | $79.2M | $30.4M | ||
| Q2 25 | $34.6M | $-8.8M | ||
| Q1 25 | $-13.4M | $31.4M | ||
| Q4 24 | $73.2M | $-43.3M | ||
| Q3 24 | $70.4M | $37.4M | ||
| Q2 24 | $94.0M | $-32.6M | ||
| Q1 24 | $-30.2M | $41.6M |
自由现金流率AXLDIT
| Q4 25 | 4.0% | -1.7% | ||
| Q3 25 | 5.3% | 4.1% | ||
| Q2 25 | 2.3% | -1.2% | ||
| Q1 25 | -0.9% | 5.1% | ||
| Q4 24 | 5.3% | -6.1% | ||
| Q3 24 | 4.7% | 5.0% | ||
| Q2 24 | 5.8% | -4.5% | ||
| Q1 24 | -1.9% | 6.9% |
资本支出强度AXLDIT
| Q4 25 | 4.8% | 0.1% | ||
| Q3 25 | 4.3% | 0.1% | ||
| Q2 25 | 3.7% | 0.2% | ||
| Q1 25 | 4.9% | 0.5% | ||
| Q4 24 | 5.6% | 0.5% | ||
| Q3 24 | 4.9% | 0.5% | ||
| Q2 24 | 3.0% | 0.8% | ||
| Q1 24 | 3.0% | 1.2% |
现金转化率AXLDIT
| Q4 25 | — | -14.75× | ||
| Q3 25 | 15.58× | 63.32× | ||
| Q2 25 | 2.34× | -5.33× | ||
| Q1 25 | 7.87× | — | ||
| Q4 24 | — | -114.43× | ||
| Q3 24 | 14.36× | 33.16× | ||
| Q2 24 | 7.85× | -18.05× | ||
| Q1 24 | 0.87× | 90.37× |
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% |
DIT
| Cigarettes | $446.5M | 61% |
| Tobacco | $143.7M | 20% |
| Tobacco Food Service And Other | $82.3M | 11% |
| Confectionery | $46.7M | 6% |
| Retail Segment | $10.8M | 1% |
