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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与都乐（DOLE）财务数据对比。点击上方公司名可切换其他公司
都乐的季度营收约是AMERICAN AXLE & MANUFACTURING HOLDINGS INC的1.6倍（$2.3B vs $1.4B），都乐净利率更高（0.2% vs -5.4%，领先5.7%），都乐同比增速更快（10.5% vs 0.2%），都乐自由现金流更多（$66.5M vs $54.7M），过去两年都乐的营收复合增速更高（3.2% 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。
都乐 plc 是一家爱尔兰裔美国农业跨国企业，总部位于爱尔兰都柏林，是全球规模领先的果蔬生产商之一。公司拥有3.85万名全职及季节性员工，在75个国家供应约300种产品，2021年营收达65亿美元。
AXL vs DOLE — 直观对比
营收规模更大
DOLE
是对方的1.6倍
$1.4B
营收增速更快
DOLE
高出10.3%
0.2%
净利率更高
DOLE
高出5.7%
-5.4%
自由现金流更多
DOLE
多$11.8M
$54.7M
两年增速更快
DOLE
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.3B |
| 净利润 | $-75.3M | $5.1M |
| 毛利率 | 10.2% | 6.8% |
| 营业利润率 | -2.4% | 1.1% |
| 净利率 | -5.4% | 0.2% |
| 营收同比 | 0.2% | 10.5% |
| 净利润同比 | -449.6% | -64.6% |
| 每股收益（稀释后） | $-0.62 | $0.05 |
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AXLDOLE
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.5B | $2.3B | ||
| Q2 25 | $1.5B | $2.4B | ||
| Q1 25 | $1.4B | $2.1B | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.5B | $2.1B | ||
| Q2 24 | $1.6B | $2.1B | ||
| Q1 24 | $1.6B | $2.1B |
净利润AXLDOLE
| Q4 25 | $-75.3M | — | ||
| Q3 25 | $9.2M | $5.1M | ||
| Q2 25 | $39.3M | $10.0M | ||
| Q1 25 | $7.1M | $38.9M | ||
| Q4 24 | $-13.7M | — | ||
| Q3 24 | $10.0M | $14.4M | ||
| Q2 24 | $18.2M | $80.1M | ||
| Q1 24 | $20.5M | $70.1M |
毛利率AXLDOLE
| Q4 25 | 10.2% | — | ||
| Q3 25 | 12.6% | 6.8% | ||
| Q2 25 | 13.1% | 9.0% | ||
| Q1 25 | 12.3% | 8.7% | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | 11.4% | 8.0% | ||
| Q2 24 | 13.3% | 9.4% | ||
| Q1 24 | 12.4% | 9.2% |
营业利润率AXLDOLE
| Q4 25 | -2.4% | — | ||
| Q3 25 | 3.2% | 1.1% | ||
| Q2 25 | 3.6% | 4.3% | ||
| Q1 25 | 3.0% | 3.2% | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 2.8% | 2.3% | ||
| Q2 24 | 5.3% | 4.0% | ||
| Q1 24 | 4.8% | 5.3% |
净利率AXLDOLE
| Q4 25 | -5.4% | — | ||
| Q3 25 | 0.6% | 0.2% | ||
| Q2 25 | 2.6% | 0.4% | ||
| Q1 25 | 0.5% | 1.9% | ||
| Q4 24 | -1.0% | — | ||
| Q3 24 | 0.7% | 0.7% | ||
| Q2 24 | 1.1% | 3.8% | ||
| Q1 24 | 1.3% | 3.3% |
每股收益（稀释后）AXLDOLE
| Q4 25 | $-0.62 | — | ||
| Q3 25 | $0.07 | $0.05 | ||
| Q2 25 | $0.32 | $0.10 | ||
| Q1 25 | $0.06 | $0.41 | ||
| Q4 24 | $-0.11 | — | ||
| Q3 24 | $0.08 | $0.15 | ||
| Q2 24 | $0.15 | $0.84 | ||
| Q1 24 | $0.17 | $0.74 |
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 | $321.0M |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $640.0M | $1.4B |
| 总资产 | $6.7B | $4.5B |
| 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AXLDOLE
| Q4 25 | $708.9M | — | ||
| Q3 25 | $714.1M | $321.0M | ||
| Q2 25 | $586.5M | $323.1M | ||
| Q1 25 | $549.2M | $261.0M | ||
| Q4 24 | $552.9M | — | ||
| Q3 24 | $542.5M | $266.4M | ||
| Q2 24 | $519.9M | $225.8M | ||
| Q1 24 | $469.8M | $245.5M |
总债务AXLDOLE
| 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 | — |
股东权益AXLDOLE
| Q4 25 | $640.0M | — | ||
| Q3 25 | $718.4M | $1.4B | ||
| Q2 25 | $673.0M | $1.4B | ||
| Q1 25 | $596.3M | $1.3B | ||
| Q4 24 | $562.8M | — | ||
| Q3 24 | $616.3M | $1.4B | ||
| Q2 24 | $609.6M | $1.4B | ||
| Q1 24 | $621.4M | $1.3B |
总资产AXLDOLE
| Q4 25 | $6.7B | — | ||
| Q3 25 | $5.3B | $4.5B | ||
| Q2 25 | $5.3B | $4.7B | ||
| Q1 25 | $5.1B | $4.5B | ||
| Q4 24 | $5.1B | — | ||
| Q3 24 | $5.3B | $4.5B | ||
| Q2 24 | $5.3B | $4.4B | ||
| Q1 24 | $5.4B | $4.5B |
负债/权益比AXLDOLE
| 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 | $87.4M |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $66.5M |
| 自由现金流率自由现金流/营收 | 4.0% | 2.9% |
| 资本支出强度资本支出/营收 | 4.8% | 0.9% |
| 现金转化率经营现金流/净利润 | — | 17.12× |
| 过去12个月自由现金流最近4个季度 | $155.1M | $13.7M |
8季度趋势，按日历期对齐
经营现金流AXLDOLE
| Q4 25 | $120.5M | — | ||
| Q3 25 | $143.3M | $87.4M | ||
| Q2 25 | $91.9M | $18.3M | ||
| Q1 25 | $55.9M | $-78.8M | ||
| Q4 24 | $151.2M | — | ||
| Q3 24 | $143.6M | $101.0M | ||
| Q2 24 | $142.8M | $40.2M | ||
| Q1 24 | $17.8M | $-35.0M |
自由现金流AXLDOLE
| Q4 25 | $54.7M | — | ||
| Q3 25 | $79.2M | $66.5M | ||
| Q2 25 | $34.6M | $-1.0M | ||
| Q1 25 | $-13.4M | $-131.6M | ||
| Q4 24 | $73.2M | — | ||
| Q3 24 | $70.4M | $79.9M | ||
| Q2 24 | $94.0M | $22.8M | ||
| Q1 24 | $-30.2M | $-53.2M |
自由现金流率AXLDOLE
| Q4 25 | 4.0% | — | ||
| Q3 25 | 5.3% | 2.9% | ||
| Q2 25 | 2.3% | -0.0% | ||
| Q1 25 | -0.9% | -6.3% | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 4.7% | 3.9% | ||
| Q2 24 | 5.8% | 1.1% | ||
| Q1 24 | -1.9% | -2.5% |
资本支出强度AXLDOLE
| Q4 25 | 4.8% | — | ||
| Q3 25 | 4.3% | 0.9% | ||
| Q2 25 | 3.7% | 0.8% | ||
| Q1 25 | 4.9% | 2.5% | ||
| Q4 24 | 5.6% | — | ||
| Q3 24 | 4.9% | 1.0% | ||
| Q2 24 | 3.0% | 0.8% | ||
| Q1 24 | 3.0% | 0.9% |
现金转化率AXLDOLE
| Q4 25 | — | — | ||
| Q3 25 | 15.58× | 17.12× | ||
| Q2 25 | 2.34× | 1.84× | ||
| Q1 25 | 7.87× | -2.02× | ||
| Q4 24 | — | — | ||
| Q3 24 | 14.36× | 7.01× | ||
| Q2 24 | 7.85× | 0.50× | ||
| Q1 24 | 0.87× | -0.50× |
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% |
DOLE
暂无分部数据
