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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与First American Financial Corp（FAF）财务数据对比。点击上方公司名可切换其他公司
First American Financial Corp的季度营收约是AMERICAN AXLE & MANUFACTURING HOLDINGS INC的1.5倍（$2.0B vs $1.4B），First American Financial Corp净利率更高（10.3% vs -5.4%，领先15.8%），First American Financial Corp同比增速更快（21.6% vs 0.2%），First American Financial Corp自由现金流更多（$324.5M vs $54.7M），过去两年First American Financial Corp的营收复合增速更高（19.9% 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。
第一美国金融公司是美国知名金融服务企业，主要面向房地产及抵押贷款行业开展业务，核心服务涵盖产权保险、房产交易与抵押业务相关的交割结算服务，在全球地产金融服务领域具备成熟的服务能力与较高的行业认可度。
AXL vs FAF — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.0B |
| 净利润 | $-75.3M | $211.9M |
| 毛利率 | 10.2% | — |
| 营业利润率 | -2.4% | 14.0% |
| 净利率 | -5.4% | 10.3% |
| 营收同比 | 0.2% | 21.6% |
| 净利润同比 | -449.6% | 192.7% |
| 每股收益（稀释后） | $-0.62 | $2.04 |
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 | $2.0B | ||
| Q3 25 | $1.5B | $2.0B | ||
| Q2 25 | $1.5B | $1.8B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.4B | $1.7B | ||
| Q3 24 | $1.5B | $1.4B | ||
| Q2 24 | $1.6B | $1.6B | ||
| Q1 24 | $1.6B | $1.4B |
| Q4 25 | $-75.3M | $211.9M | ||
| Q3 25 | $9.2M | $189.6M | ||
| Q2 25 | $39.3M | $146.1M | ||
| Q1 25 | $7.1M | $74.2M | ||
| Q4 24 | $-13.7M | $72.4M | ||
| Q3 24 | $10.0M | $-104.0M | ||
| Q2 24 | $18.2M | $116.0M | ||
| Q1 24 | $20.5M | $46.7M |
| Q4 25 | 10.2% | — | ||
| Q3 25 | 12.6% | — | ||
| Q2 25 | 13.1% | — | ||
| Q1 25 | 12.3% | — | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | 11.4% | — | ||
| Q2 24 | 13.3% | — | ||
| Q1 24 | 12.4% | — |
| Q4 25 | -2.4% | 14.0% | ||
| Q3 25 | 3.2% | 12.5% | ||
| Q2 25 | 3.6% | 10.6% | ||
| Q1 25 | 3.0% | 6.1% | ||
| Q4 24 | 2.6% | 5.9% | ||
| Q3 24 | 2.8% | -10.3% | ||
| Q2 24 | 5.3% | 9.4% | ||
| Q1 24 | 4.8% | 4.1% |
| Q4 25 | -5.4% | 10.3% | ||
| Q3 25 | 0.6% | 9.6% | ||
| Q2 25 | 2.6% | 7.9% | ||
| Q1 25 | 0.5% | 4.7% | ||
| Q4 24 | -1.0% | 4.3% | ||
| Q3 24 | 0.7% | -7.4% | ||
| Q2 24 | 1.1% | 7.2% | ||
| Q1 24 | 1.3% | 3.3% |
| Q4 25 | $-0.62 | $2.04 | ||
| Q3 25 | $0.07 | $1.84 | ||
| Q2 25 | $0.32 | $1.41 | ||
| Q1 25 | $0.06 | $0.71 | ||
| Q4 24 | $-0.11 | $0.70 | ||
| Q3 24 | $0.08 | $-1.00 | ||
| Q2 24 | $0.15 | $1.11 | ||
| Q1 24 | $0.17 | $0.45 |
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 | $1.4B |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $640.0M | $5.5B |
| 总资产 | $6.7B | $16.2B |
| 负债/权益比越低杠杆越低 | 6.31× | — |
8季度趋势，按日历期对齐
| Q4 25 | $708.9M | $1.4B | ||
| Q3 25 | $714.1M | $2.9B | ||
| Q2 25 | $586.5M | $2.0B | ||
| Q1 25 | $549.2M | $2.0B | ||
| Q4 24 | $552.9M | $1.7B | ||
| Q3 24 | $542.5M | $3.0B | ||
| Q2 24 | $519.9M | $2.0B | ||
| Q1 24 | $469.8M | $1.5B |
| 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 | — |
| Q4 25 | $640.0M | $5.5B | ||
| Q3 25 | $718.4M | $5.3B | ||
| Q2 25 | $673.0M | $5.1B | ||
| Q1 25 | $596.3M | $5.0B | ||
| Q4 24 | $562.8M | $4.9B | ||
| Q3 24 | $616.3M | $5.1B | ||
| Q2 24 | $609.6M | $4.8B | ||
| Q1 24 | $621.4M | $4.8B |
| Q4 25 | $6.7B | $16.2B | ||
| Q3 25 | $5.3B | $17.6B | ||
| Q2 25 | $5.3B | $16.3B | ||
| Q1 25 | $5.1B | $15.5B | ||
| Q4 24 | $5.1B | $14.9B | ||
| Q3 24 | $5.3B | $16.6B | ||
| Q2 24 | $5.3B | $15.2B | ||
| Q1 24 | $5.4B | $14.7B |
| 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 | $369.3M |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $324.5M |
| 自由现金流率自由现金流/营收 | 4.0% | 15.8% |
| 资本支出强度资本支出/营收 | 4.8% | 2.2% |
| 现金转化率经营现金流/净利润 | — | 1.74× |
| 过去12个月自由现金流最近4个季度 | $155.1M | $762.5M |
8季度趋势，按日历期对齐
| Q4 25 | $120.5M | $369.3M | ||
| Q3 25 | $143.3M | $272.5M | ||
| Q2 25 | $91.9M | $361.8M | ||
| Q1 25 | $55.9M | $-52.8M | ||
| Q4 24 | $151.2M | $324.6M | ||
| Q3 24 | $143.6M | $236.9M | ||
| Q2 24 | $142.8M | $266.7M | ||
| Q1 24 | $17.8M | $69.3M |
| Q4 25 | $54.7M | $324.5M | ||
| Q3 25 | $79.2M | $223.1M | ||
| Q2 25 | $34.6M | $309.4M | ||
| Q1 25 | $-13.4M | $-94.5M | ||
| Q4 24 | $73.2M | $266.2M | ||
| Q3 24 | $70.4M | $185.4M | ||
| Q2 24 | $94.0M | $210.0M | ||
| Q1 24 | $-30.2M | $17.6M |
| Q4 25 | 4.0% | 15.8% | ||
| Q3 25 | 5.3% | 11.3% | ||
| Q2 25 | 2.3% | 16.8% | ||
| Q1 25 | -0.9% | -6.0% | ||
| Q4 24 | 5.3% | 15.8% | ||
| Q3 24 | 4.7% | 13.2% | ||
| Q2 24 | 5.8% | 13.0% | ||
| Q1 24 | -1.9% | 1.2% |
| Q4 25 | 4.8% | 2.2% | ||
| Q3 25 | 4.3% | 2.5% | ||
| Q2 25 | 3.7% | 2.8% | ||
| Q1 25 | 4.9% | 2.6% | ||
| Q4 24 | 5.6% | 3.5% | ||
| Q3 24 | 4.9% | 3.7% | ||
| Q2 24 | 3.0% | 3.5% | ||
| Q1 24 | 3.0% | 3.6% |
| Q4 25 | — | 1.74× | ||
| Q3 25 | 15.58× | 1.44× | ||
| Q2 25 | 2.34× | 2.48× | ||
| Q1 25 | 7.87× | -0.71× | ||
| Q4 24 | — | 4.48× | ||
| Q3 24 | 14.36× | — | ||
| Q2 24 | 7.85× | 2.30× | ||
| Q1 24 | 0.87× | 1.48× |
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% |
FAF
| Title Insurance And Services | $1.9B | 94% |
| Home Warranty | $110.3M | 5% |
