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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与Healthpeak Properties（DOC）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Healthpeak Properties的1.9倍（$1.4B vs $719.4M），Healthpeak Properties净利率更高（73.2% vs -5.4%，领先78.6%），Healthpeak Properties同比增速更快（3.1% vs 0.2%），Healthpeak Properties自由现金流更多（$357.0M vs $54.7M），过去两年Healthpeak Properties的营收复合增速更高（8.9% 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。
Healthpeak Properties是美国医疗地产领域的房地产投资信托基金，核心投资范畴覆盖老年住宅、生命科学相关物业及医疗办公楼三类资产。公司2007年于马里兰州组建，总部设在科罗拉多州丹佛市，在尔湾、纳什维尔、旧金山均设有办事处，截至2019年12月31日共持有617处物业的权益。
AXL vs DOC — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $719.4M |
| 净利润 | $-75.3M | $114.0M |
| 毛利率 | 10.2% | — |
| 营业利润率 | -2.4% | 17.4% |
| 净利率 | -5.4% | 73.2% |
| 营收同比 | 0.2% | 3.1% |
| 净利润同比 | -449.6% | 2406.4% |
| 每股收益（稀释后） | $-0.62 | $0.16 |
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 | $719.4M | ||
| Q3 25 | $1.5B | $705.9M | ||
| Q2 25 | $1.5B | $694.3M | ||
| Q1 25 | $1.4B | $702.9M | ||
| Q4 24 | $1.4B | $698.0M | ||
| Q3 24 | $1.5B | $700.4M | ||
| Q2 24 | $1.6B | $695.5M | ||
| Q1 24 | $1.6B | $606.6M |
| Q4 25 | $-75.3M | $114.0M | ||
| Q3 25 | $9.2M | $-117.1M | ||
| Q2 25 | $39.3M | $31.7M | ||
| Q1 25 | $7.1M | $42.8M | ||
| Q4 24 | $-13.7M | $4.5M | ||
| Q3 24 | $10.0M | $85.9M | ||
| Q2 24 | $18.2M | $146.0M | ||
| Q1 24 | $20.5M | $6.7M |
| Q4 25 | 10.2% | — | ||
| Q3 25 | 12.6% | 58.6% | ||
| Q2 25 | 13.1% | 60.2% | ||
| Q1 25 | 12.3% | 61.1% | ||
| Q4 24 | 11.2% | 60.3% | ||
| Q3 24 | 11.4% | 60.0% | ||
| Q2 24 | 13.3% | 60.6% | ||
| Q1 24 | 12.4% | 59.8% |
| Q4 25 | -2.4% | 17.4% | ||
| Q3 25 | 3.2% | 9.2% | ||
| Q2 25 | 3.6% | 5.7% | ||
| Q1 25 | 3.0% | 7.7% | ||
| Q4 24 | 2.6% | -2.2% | ||
| Q3 24 | 2.8% | 14.1% | ||
| Q2 24 | 5.3% | 22.3% | ||
| Q1 24 | 4.8% | 3.7% |
| Q4 25 | -5.4% | 73.2% | ||
| Q3 25 | 0.6% | -16.6% | ||
| Q2 25 | 2.6% | 4.6% | ||
| Q1 25 | 0.5% | 6.1% | ||
| Q4 24 | -1.0% | 0.7% | ||
| Q3 24 | 0.7% | 12.3% | ||
| Q2 24 | 1.1% | 21.0% | ||
| Q1 24 | 1.3% | 1.1% |
| Q4 25 | $-0.62 | $0.16 | ||
| Q3 25 | $0.07 | $-0.17 | ||
| Q2 25 | $0.32 | $0.05 | ||
| Q1 25 | $0.06 | $0.06 | ||
| Q4 24 | $-0.11 | $0.02 | ||
| Q3 24 | $0.08 | $0.12 | ||
| Q2 24 | $0.15 | $0.21 | ||
| Q1 24 | $0.17 | $0.01 |
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 | $467.5M |
| 总债务越低越好 | $4.0B | $9.8B |
| 股东权益账面价值 | $640.0M | $7.5B |
| 总资产 | $6.7B | $20.3B |
| 负债/权益比越低杠杆越低 | 6.31× | 1.31× |
8季度趋势，按日历期对齐
| Q4 25 | $708.9M | $467.5M | ||
| Q3 25 | $714.1M | $91.0M | ||
| Q2 25 | $586.5M | $89.4M | ||
| Q1 25 | $549.2M | $70.6M | ||
| Q4 24 | $552.9M | $119.8M | ||
| Q3 24 | $542.5M | $180.4M | ||
| Q2 24 | $519.9M | $106.9M | ||
| Q1 24 | $469.8M | $101.8M |
| Q4 25 | $4.0B | $9.8B | ||
| Q3 25 | $2.6B | $9.1B | ||
| Q2 25 | $2.6B | $9.0B | ||
| Q1 25 | $2.6B | $8.9B | ||
| Q4 24 | $2.6B | $8.7B | ||
| Q3 24 | $2.6B | $8.6B | ||
| Q2 24 | $2.7B | $8.6B | ||
| Q1 24 | $2.7B | $8.8B |
| Q4 25 | $640.0M | $7.5B | ||
| Q3 25 | $718.4M | $7.6B | ||
| Q2 25 | $673.0M | $7.9B | ||
| Q1 25 | $596.3M | $8.2B | ||
| Q4 24 | $562.8M | $8.4B | ||
| Q3 24 | $616.3M | $8.6B | ||
| Q2 24 | $609.6M | $8.8B | ||
| Q1 24 | $621.4M | $8.9B |
| Q4 25 | $6.7B | $20.3B | ||
| Q3 25 | $5.3B | $19.6B | ||
| Q2 25 | $5.3B | $19.8B | ||
| Q1 25 | $5.1B | $19.8B | ||
| Q4 24 | $5.1B | $19.9B | ||
| Q3 24 | $5.3B | $20.0B | ||
| Q2 24 | $5.3B | $20.2B | ||
| Q1 24 | $5.4B | $20.5B |
| Q4 25 | 6.31× | 1.31× | ||
| Q3 25 | 3.61× | 1.20× | ||
| Q2 25 | 3.86× | 1.14× | ||
| Q1 25 | 4.38× | 1.08× | ||
| Q4 24 | 4.58× | 1.04× | ||
| Q3 24 | 4.28× | 1.00× | ||
| Q2 24 | 4.42× | 0.98× | ||
| Q1 24 | 4.40× | 0.99× |
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 | $1.3B |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $357.0M |
| 自由现金流率自由现金流/营收 | 4.0% | 49.6% |
| 资本支出强度资本支出/营收 | 4.8% | 124.4% |
| 现金转化率经营现金流/净利润 | — | 10.99× |
| 过去12个月自由现金流最近4个季度 | $155.1M | — |
8季度趋势，按日历期对齐
| Q4 25 | $120.5M | $1.3B | ||
| Q3 25 | $143.3M | $315.0M | ||
| Q2 25 | $91.9M | $363.5M | ||
| Q1 25 | $55.9M | $279.4M | ||
| Q4 24 | $151.2M | $1.1B | ||
| Q3 24 | $143.6M | $318.2M | ||
| Q2 24 | $142.8M | $316.2M | ||
| Q1 24 | $17.8M | $152.6M |
| Q4 25 | $54.7M | $357.0M | ||
| Q3 25 | $79.2M | — | ||
| Q2 25 | $34.6M | — | ||
| Q1 25 | $-13.4M | — | ||
| Q4 24 | $73.2M | $333.7M | ||
| Q3 24 | $70.4M | — | ||
| Q2 24 | $94.0M | — | ||
| Q1 24 | $-30.2M | — |
| Q4 25 | 4.0% | 49.6% | ||
| Q3 25 | 5.3% | — | ||
| Q2 25 | 2.3% | — | ||
| Q1 25 | -0.9% | — | ||
| Q4 24 | 5.3% | 47.8% | ||
| Q3 24 | 4.7% | — | ||
| Q2 24 | 5.8% | — | ||
| Q1 24 | -1.9% | — |
| Q4 25 | 4.8% | 124.4% | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 3.7% | — | ||
| Q1 25 | 4.9% | — | ||
| Q4 24 | 5.6% | 105.6% | ||
| Q3 24 | 4.9% | — | ||
| Q2 24 | 3.0% | — | ||
| Q1 24 | 3.0% | — |
| Q4 25 | — | 10.99× | ||
| Q3 25 | 15.58× | — | ||
| Q2 25 | 2.34× | 11.48× | ||
| Q1 25 | 7.87× | 6.52× | ||
| Q4 24 | — | 235.43× | ||
| Q3 24 | 14.36× | 3.71× | ||
| Q2 24 | 7.85× | 2.17× | ||
| Q1 24 | 0.87× | 22.85× |
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% |
DOC
暂无分部数据
