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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与德康医疗（DXCM）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的季度营收约是德康医疗的1.1倍（$1.4B vs $1.3B），德康医疗净利率更高（21.2% vs -5.4%，领先26.7%），德康医疗同比增速更快（21.6% vs 0.2%），过去两年德康医疗的营收复合增速更高（12.0% 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。
德康医疗是美国跨国医疗保健企业，专注于研发、生产及销售糖尿病管理领域的连续血糖监测（CGM）系列系统。其全球总部及研发中心位于美国加利福尼亚州圣地亚哥，生产基地分布于美国亚利桑那州梅萨、马来西亚峇都交湾及爱尔兰戈尔韦郡阿斯里。
AXL vs DXCM — 直观对比
营收规模更大
AXL
是对方的1.1倍
$1.3B
营收增速更快
DXCM
高出21.4%
0.2%
净利率更高
DXCM
高出26.7%
-5.4%
两年增速更快
DXCM
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.3B |
| 净利润 | $-75.3M | $267.3M |
| 毛利率 | 10.2% | 62.9% |
| 营业利润率 | -2.4% | 25.6% |
| 净利率 | -5.4% | 21.2% |
| 营收同比 | 0.2% | 21.6% |
| 净利润同比 | -449.6% | 153.6% |
| 每股收益（稀释后） | $-0.62 | $0.67 |
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AXLDXCM
| Q1 26 | — | $1.3B | ||
| Q4 25 | $1.4B | $1.3B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.4B | $1.0B | ||
| Q4 24 | $1.4B | $1.1B | ||
| Q3 24 | $1.5B | $994.2M | ||
| Q2 24 | $1.6B | $1.0B |
净利润AXLDXCM
| Q1 26 | — | $267.3M | ||
| Q4 25 | $-75.3M | $267.3M | ||
| Q3 25 | $9.2M | $283.8M | ||
| Q2 25 | $39.3M | $179.8M | ||
| Q1 25 | $7.1M | $105.4M | ||
| Q4 24 | $-13.7M | $151.7M | ||
| Q3 24 | $10.0M | $134.6M | ||
| Q2 24 | $18.2M | $143.5M |
毛利率AXLDXCM
| Q1 26 | — | 62.9% | ||
| Q4 25 | 10.2% | 62.9% | ||
| Q3 25 | 12.6% | 60.5% | ||
| Q2 25 | 13.1% | 59.5% | ||
| Q1 25 | 12.3% | 56.9% | ||
| Q4 24 | 11.2% | 58.9% | ||
| Q3 24 | 11.4% | 59.7% | ||
| Q2 24 | 13.3% | 62.4% |
营业利润率AXLDXCM
| Q1 26 | — | 25.6% | ||
| Q4 25 | -2.4% | 25.6% | ||
| Q3 25 | 3.2% | 20.1% | ||
| Q2 25 | 3.6% | 18.4% | ||
| Q1 25 | 3.0% | 12.9% | ||
| Q4 24 | 2.6% | 17.0% | ||
| Q3 24 | 2.8% | 15.3% | ||
| Q2 24 | 5.3% | 15.7% |
净利率AXLDXCM
| Q1 26 | — | 21.2% | ||
| Q4 25 | -5.4% | 21.2% | ||
| Q3 25 | 0.6% | 23.5% | ||
| Q2 25 | 2.6% | 15.5% | ||
| Q1 25 | 0.5% | 10.2% | ||
| Q4 24 | -1.0% | 13.6% | ||
| Q3 24 | 0.7% | 13.5% | ||
| Q2 24 | 1.1% | 14.3% |
每股收益（稀释后）AXLDXCM
| Q1 26 | — | $0.67 | ||
| Q4 25 | $-0.62 | $0.67 | ||
| Q3 25 | $0.07 | $0.70 | ||
| Q2 25 | $0.32 | $0.45 | ||
| Q1 25 | $0.06 | $0.27 | ||
| Q4 24 | $-0.11 | $0.37 | ||
| Q3 24 | $0.08 | $0.34 | ||
| Q2 24 | $0.15 | $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 | $917.7M |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $640.0M | $2.7B |
| 总资产 | $6.7B | $6.3B |
| 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AXLDXCM
| Q1 26 | — | $917.7M | ||
| Q4 25 | $708.9M | $917.7M | ||
| Q3 25 | $714.1M | $1.8B | ||
| Q2 25 | $586.5M | $1.2B | ||
| Q1 25 | $549.2M | $904.9M | ||
| Q4 24 | $552.9M | $606.1M | ||
| Q3 24 | $542.5M | $621.2M | ||
| Q2 24 | $519.9M | $939.2M |
总债务AXLDXCM
| 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AXLDXCM
| Q1 26 | — | $2.7B | ||
| Q4 25 | $640.0M | $2.7B | ||
| Q3 25 | $718.4M | $2.7B | ||
| Q2 25 | $673.0M | $2.6B | ||
| Q1 25 | $596.3M | $2.3B | ||
| Q4 24 | $562.8M | $2.1B | ||
| Q3 24 | $616.3M | $2.0B | ||
| Q2 24 | $609.6M | $2.4B |
总资产AXLDXCM
| Q1 26 | — | $6.3B | ||
| Q4 25 | $6.7B | $6.3B | ||
| Q3 25 | $5.3B | $7.5B | ||
| Q2 25 | $5.3B | $7.3B | ||
| Q1 25 | $5.1B | $6.8B | ||
| Q4 24 | $5.1B | $6.5B | ||
| Q3 24 | $5.3B | $6.4B | ||
| Q2 24 | $5.3B | $6.8B |
负债/权益比AXLDXCM
| 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 | — |
| 自由现金流经营现金流 - 资本支出 | $54.7M | — |
| 自由现金流率自由现金流/营收 | 4.0% | — |
| 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 | — | — |
| 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
经营现金流AXLDXCM
| Q1 26 | — | — | ||
| Q4 25 | $120.5M | $294.0M | ||
| Q3 25 | $143.3M | $659.9M | ||
| Q2 25 | $91.9M | $303.0M | ||
| Q1 25 | $55.9M | $183.8M | ||
| Q4 24 | $151.2M | $301.4M | ||
| Q3 24 | $143.6M | $199.5M | ||
| Q2 24 | $142.8M | $279.4M |
自由现金流AXLDXCM
| Q1 26 | — | — | ||
| Q4 25 | $54.7M | $192.1M | ||
| Q3 25 | $79.2M | $579.4M | ||
| Q2 25 | $34.6M | $208.9M | ||
| Q1 25 | $-13.4M | $96.8M | ||
| Q4 24 | $73.2M | $176.8M | ||
| Q3 24 | $70.4M | $88.3M | ||
| Q2 24 | $94.0M | $213.3M |
自由现金流率AXLDXCM
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 15.3% | ||
| Q3 25 | 5.3% | 47.9% | ||
| Q2 25 | 2.3% | 18.1% | ||
| Q1 25 | -0.9% | 9.3% | ||
| Q4 24 | 5.3% | 15.9% | ||
| Q3 24 | 4.7% | 8.9% | ||
| Q2 24 | 5.8% | 21.2% |
资本支出强度AXLDXCM
| Q1 26 | — | — | ||
| Q4 25 | 4.8% | 8.1% | ||
| Q3 25 | 4.3% | 6.7% | ||
| Q2 25 | 3.7% | 8.1% | ||
| Q1 25 | 4.9% | 8.4% | ||
| Q4 24 | 5.6% | 11.2% | ||
| Q3 24 | 4.9% | 11.2% | ||
| Q2 24 | 3.0% | 6.6% |
现金转化率AXLDXCM
| Q1 26 | — | — | ||
| Q4 25 | — | 1.10× | ||
| Q3 25 | 15.58× | 2.33× | ||
| Q2 25 | 2.34× | 1.69× | ||
| Q1 25 | 7.87× | 1.74× | ||
| Q4 24 | — | 1.99× | ||
| Q3 24 | 14.36× | 1.48× | ||
| Q2 24 | 7.85× | 1.95× |
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% |
DXCM
暂无分部数据
