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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与爱德华生命科学（EW）财务数据对比。点击上方公司名可切换其他公司
爱德华生命科学的季度营收约是AMERICAN AXLE & MANUFACTURING HOLDINGS INC的1.2倍（$1.6B vs $1.4B），爱德华生命科学净利率更高（23.1% vs -5.4%，领先28.5%），爱德华生命科学同比增速更快（16.7% vs 0.2%），过去两年爱德华生命科学的营收复合增速更高（9.7% 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。
爱德华生命科学是总部位于美国加利福尼亚州尔湾的医疗科技企业，专注于人工心脏瓣膜及血流动力学监测领域，其研发的Sapien经导管主动脉心脏瓣膜采用牛组织材质，搭配球囊扩张式钴铬合金支架，可通过导管完成植入。
AXL vs EW — 直观对比
营收规模更大
EW
是对方的1.2倍
$1.4B
营收增速更快
EW
高出16.5%
0.2%
净利率更高
EW
高出28.5%
-5.4%
两年增速更快
EW
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.6B |
| 净利润 | $-75.3M | $380.7M |
| 毛利率 | 10.2% | 78.0% |
| 营业利润率 | -2.4% | 1.8% |
| 净利率 | -5.4% | 23.1% |
| 营收同比 | 0.2% | 16.7% |
| 净利润同比 | -449.6% | 6.8% |
| 每股收益（稀释后） | $-0.62 | $0.66 |
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AXLEW
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.4B | $1.6B | ||
| Q3 25 | $1.5B | $1.6B | ||
| Q2 25 | $1.5B | $1.5B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.4B | $1.4B | ||
| Q3 24 | $1.5B | $1.4B | ||
| Q2 24 | $1.6B | $1.4B |
净利润AXLEW
| Q1 26 | — | $380.7M | ||
| Q4 25 | $-75.3M | $91.2M | ||
| Q3 25 | $9.2M | $291.1M | ||
| Q2 25 | $39.3M | $333.2M | ||
| Q1 25 | $7.1M | $358.0M | ||
| Q4 24 | $-13.7M | $385.6M | ||
| Q3 24 | $10.0M | $3.1B | ||
| Q2 24 | $18.2M | $366.3M |
毛利率AXLEW
| Q1 26 | — | 78.0% | ||
| Q4 25 | 10.2% | 78.1% | ||
| Q3 25 | 12.6% | 77.8% | ||
| Q2 25 | 13.1% | 77.5% | ||
| Q1 25 | 12.3% | 78.7% | ||
| Q4 24 | 11.2% | 78.9% | ||
| Q3 24 | 11.4% | 80.6% | ||
| Q2 24 | 13.3% | 79.9% |
营业利润率AXLEW
| Q1 26 | — | 1.8% | ||
| Q4 25 | -2.4% | 9.6% | ||
| Q3 25 | 3.2% | 19.8% | ||
| Q2 25 | 3.6% | 26.8% | ||
| Q1 25 | 3.0% | 27.9% | ||
| Q4 24 | 2.6% | 22.6% | ||
| Q3 24 | 2.8% | 25.9% | ||
| Q2 24 | 5.3% | 26.8% |
净利率AXLEW
| Q1 26 | — | 23.1% | ||
| Q4 25 | -5.4% | 5.8% | ||
| Q3 25 | 0.6% | 18.7% | ||
| Q2 25 | 2.6% | 21.7% | ||
| Q1 25 | 0.5% | 25.3% | ||
| Q4 24 | -1.0% | 27.8% | ||
| Q3 24 | 0.7% | 226.7% | ||
| Q2 24 | 1.1% | 26.7% |
每股收益（稀释后）AXLEW
| Q1 26 | — | $0.66 | ||
| Q4 25 | $-0.62 | $0.16 | ||
| Q3 25 | $0.07 | $0.50 | ||
| Q2 25 | $0.32 | $0.56 | ||
| Q1 25 | $0.06 | $0.61 | ||
| Q4 24 | $-0.11 | $0.65 | ||
| Q3 24 | $0.08 | $5.13 | ||
| Q2 24 | $0.15 | $0.61 |
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 | — |
| 总资产 | $6.7B | — |
| 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AXLEW
| Q1 26 | — | — | ||
| Q4 25 | $708.9M | $4.2B | ||
| Q3 25 | $714.1M | $3.8B | ||
| Q2 25 | $586.5M | $4.1B | ||
| Q1 25 | $549.2M | $3.9B | ||
| Q4 24 | $552.9M | $4.0B | ||
| Q3 24 | $542.5M | $4.4B | ||
| Q2 24 | $519.9M | $2.0B |
总债务AXLEW
| 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AXLEW
| Q1 26 | — | — | ||
| Q4 25 | $640.0M | $10.3B | ||
| Q3 25 | $718.4M | $10.2B | ||
| Q2 25 | $673.0M | $10.5B | ||
| Q1 25 | $596.3M | $10.1B | ||
| Q4 24 | $562.8M | $10.0B | ||
| Q3 24 | $616.3M | $9.5B | ||
| Q2 24 | $609.6M | $7.4B |
总资产AXLEW
| Q1 26 | — | — | ||
| Q4 25 | $6.7B | $13.7B | ||
| Q3 25 | $5.3B | $13.3B | ||
| Q2 25 | $5.3B | $13.5B | ||
| Q1 25 | $5.1B | $13.0B | ||
| Q4 24 | $5.1B | $13.1B | ||
| Q3 24 | $5.3B | $13.0B | ||
| Q2 24 | $5.3B | $10.1B |
负债/权益比AXLEW
| 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AXLEW
| Q1 26 | — | — | ||
| Q4 25 | $120.5M | $450.9M | ||
| Q3 25 | $143.3M | $573.7M | ||
| Q2 25 | $91.9M | $290.2M | ||
| Q1 25 | $55.9M | $280.4M | ||
| Q4 24 | $151.2M | $-127.5M | ||
| Q3 24 | $143.6M | $351.8M | ||
| Q2 24 | $142.8M | $371.5M |
自由现金流AXLEW
| Q1 26 | — | — | ||
| Q4 25 | $54.7M | $353.5M | ||
| Q3 25 | $79.2M | $516.2M | ||
| Q2 25 | $34.6M | $240.9M | ||
| Q1 25 | $-13.4M | $224.4M | ||
| Q4 24 | $73.2M | $-177.3M | ||
| Q3 24 | $70.4M | $299.9M | ||
| Q2 24 | $94.0M | $286.1M |
自由现金流率AXLEW
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 22.5% | ||
| Q3 25 | 5.3% | 33.2% | ||
| Q2 25 | 2.3% | 15.7% | ||
| Q1 25 | -0.9% | 15.9% | ||
| Q4 24 | 5.3% | -12.8% | ||
| Q3 24 | 4.7% | 22.1% | ||
| Q2 24 | 5.8% | 20.9% |
资本支出强度AXLEW
| Q1 26 | — | — | ||
| Q4 25 | 4.8% | 6.2% | ||
| Q3 25 | 4.3% | 3.7% | ||
| Q2 25 | 3.7% | 3.2% | ||
| Q1 25 | 4.9% | 4.0% | ||
| Q4 24 | 5.6% | 3.6% | ||
| Q3 24 | 4.9% | 3.8% | ||
| Q2 24 | 3.0% | 6.2% |
现金转化率AXLEW
| Q1 26 | — | — | ||
| Q4 25 | — | 4.94× | ||
| Q3 25 | 15.58× | 1.97× | ||
| Q2 25 | 2.34× | 0.87× | ||
| Q1 25 | 7.87× | 0.78× | ||
| Q4 24 | — | -0.33× | ||
| Q3 24 | 14.36× | 0.11× | ||
| Q2 24 | 7.85× | 1.01× |
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% |
EW
暂无分部数据
