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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与FRESH DEL MONTE PRODUCE INC（FDP）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FRESH DEL MONTE PRODUCE INC的1.4倍（$1.4B vs $1.0B），FRESH DEL MONTE PRODUCE INC净利率更高（3.2% vs -5.4%，领先8.6%），FRESH DEL MONTE PRODUCE INC同比增速更快（0.6% vs 0.2%），AMERICAN AXLE & MANUFACTURING HOLDINGS INC自由现金流更多（$54.7M vs $-17.2M），过去两年FRESH DEL MONTE PRODUCE INC的营收复合增速更高（-4.1% 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。
鲜德尔蒙农产品公司是全球领先的垂直一体化生鲜及鲜切果蔬、加工果蔬生产、分销及营销企业，注册地位于开曼群岛乔治敦，美国行政总部设在佛罗里达州科勒尔盖布尔斯塞维利亚大道241号。
AXL vs FDP — 直观对比
营收规模更大
AXL
是对方的1.4倍
$1.0B
营收增速更快
FDP
高出0.4%
0.2%
净利率更高
FDP
高出8.6%
-5.4%
自由现金流更多
AXL
多$71.9M
$-17.2M
两年增速更快
FDP
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.0B |
| 净利润 | $-75.3M | $32.3M |
| 毛利率 | 10.2% | 10.4% |
| 营业利润率 | -2.4% | 4.5% |
| 净利率 | -5.4% | 3.2% |
| 营收同比 | 0.2% | 0.6% |
| 净利润同比 | -449.6% | 59.1% |
| 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AXLFDP
| Q4 25 | $1.4B | $1.0B | ||
| Q3 25 | $1.5B | $1.0B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.4B | $1.1B | ||
| Q4 24 | $1.4B | $1.0B | ||
| Q3 24 | $1.5B | $1.0B | ||
| Q2 24 | $1.6B | $1.1B | ||
| Q1 24 | $1.6B | $1.1B |
净利润AXLFDP
| Q4 25 | $-75.3M | $32.3M | ||
| Q3 25 | $9.2M | $-29.1M | ||
| Q2 25 | $39.3M | $56.8M | ||
| Q1 25 | $7.1M | $31.1M | ||
| Q4 24 | $-13.7M | $20.3M | ||
| Q3 24 | $10.0M | $42.1M | ||
| Q2 24 | $18.2M | $53.6M | ||
| Q1 24 | $20.5M | $26.1M |
毛利率AXLFDP
| Q4 25 | 10.2% | 10.4% | ||
| Q3 25 | 12.6% | 7.9% | ||
| Q2 25 | 13.1% | 10.2% | ||
| Q1 25 | 12.3% | 8.4% | ||
| Q4 24 | 11.2% | 6.8% | ||
| Q3 24 | 11.4% | 9.2% | ||
| Q2 24 | 13.3% | 9.9% | ||
| Q1 24 | 12.4% | 7.4% |
营业利润率AXLFDP
| Q4 25 | -2.4% | 4.5% | ||
| Q3 25 | 3.2% | -2.1% | ||
| Q2 25 | 3.6% | 5.8% | ||
| Q1 25 | 3.0% | 4.1% | ||
| Q4 24 | 2.6% | 3.0% | ||
| Q3 24 | 2.8% | 5.3% | ||
| Q2 24 | 5.3% | 6.0% | ||
| Q1 24 | 4.8% | 4.0% |
净利率AXLFDP
| Q4 25 | -5.4% | 3.2% | ||
| Q3 25 | 0.6% | -2.8% | ||
| Q2 25 | 2.6% | 4.8% | ||
| Q1 25 | 0.5% | 2.8% | ||
| Q4 24 | -1.0% | 2.0% | ||
| Q3 24 | 0.7% | 4.1% | ||
| Q2 24 | 1.1% | 4.7% | ||
| Q1 24 | 1.3% | 2.4% |
每股收益（稀释后）AXLFDP
| Q4 25 | $-0.62 | $0.67 | ||
| Q3 25 | $0.07 | $-0.61 | ||
| Q2 25 | $0.32 | $1.18 | ||
| Q1 25 | $0.06 | $0.64 | ||
| Q4 24 | $-0.11 | $0.41 | ||
| Q3 24 | $0.08 | $0.88 | ||
| Q2 24 | $0.15 | $1.12 | ||
| Q1 24 | $0.17 | $0.55 |
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 | $35.7M |
| 总债务越低越好 | $4.0B | $176.2M |
| 股东权益账面价值 | $640.0M | $2.0B |
| 总资产 | $6.7B | $3.1B |
| 负债/权益比越低杠杆越低 | 6.31× | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资AXLFDP
| Q4 25 | $708.9M | $35.7M | ||
| Q3 25 | $714.1M | $97.2M | ||
| Q2 25 | $586.5M | $85.5M | ||
| Q1 25 | $549.2M | $34.4M | ||
| Q4 24 | $552.9M | $32.6M | ||
| Q3 24 | $542.5M | $50.8M | ||
| Q2 24 | $519.9M | $37.8M | ||
| Q1 24 | $469.8M | $42.2M |
总债务AXLFDP
| Q4 25 | $4.0B | $176.2M | ||
| Q3 25 | $2.6B | $176.7M | ||
| Q2 25 | $2.6B | $205.2M | ||
| Q1 25 | $2.6B | $237.4M | ||
| Q4 24 | $2.6B | $248.9M | ||
| Q3 24 | $2.6B | $274.8M | ||
| Q2 24 | $2.7B | $290.4M | ||
| Q1 24 | $2.7B | $405.8M |
股东权益AXLFDP
| Q4 25 | $640.0M | $2.0B | ||
| Q3 25 | $718.4M | $2.0B | ||
| Q2 25 | $673.0M | $2.1B | ||
| Q1 25 | $596.3M | $2.0B | ||
| Q4 24 | $562.8M | $2.0B | ||
| Q3 24 | $616.3M | $2.0B | ||
| Q2 24 | $609.6M | $2.0B | ||
| Q1 24 | $621.4M | $1.9B |
总资产AXLFDP
| Q4 25 | $6.7B | $3.1B | ||
| Q3 25 | $5.3B | $3.1B | ||
| Q2 25 | $5.3B | $3.2B | ||
| Q1 25 | $5.1B | $3.2B | ||
| Q4 24 | $5.1B | $3.1B | ||
| Q3 24 | $5.3B | $3.2B | ||
| Q2 24 | $5.3B | $3.1B | ||
| Q1 24 | $5.4B | $3.2B |
负债/权益比AXLFDP
| Q4 25 | 6.31× | 0.09× | ||
| Q3 25 | 3.61× | 0.09× | ||
| Q2 25 | 3.86× | 0.10× | ||
| Q1 25 | 4.38× | 0.12× | ||
| Q4 24 | 4.58× | 0.13× | ||
| Q3 24 | 4.28× | 0.14× | ||
| Q2 24 | 4.42× | 0.15× | ||
| Q1 24 | 4.40× | 0.21× |
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 | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $-17.2M |
| 自由现金流率自由现金流/营收 | 4.0% | -1.7% |
| 资本支出强度资本支出/营收 | 4.8% | 2.8% |
| 现金转化率经营现金流/净利润 | — | 0.34× |
| 过去12个月自由现金流最近4个季度 | $155.1M | $181.3M |
8季度趋势，按日历期对齐
经营现金流AXLFDP
| Q4 25 | $120.5M | $10.9M | ||
| Q3 25 | $143.3M | $75.0M | ||
| Q2 25 | $91.9M | $113.1M | ||
| Q1 25 | $55.9M | $46.1M | ||
| Q4 24 | $151.2M | $-4.7M | ||
| Q3 24 | $143.6M | $43.5M | ||
| Q2 24 | $142.8M | $125.0M | ||
| Q1 24 | $17.8M | $18.7M |
自由现金流AXLFDP
| Q4 25 | $54.7M | $-17.2M | ||
| Q3 25 | $79.2M | $60.9M | ||
| Q2 25 | $34.6M | $101.5M | ||
| Q1 25 | $-13.4M | $36.1M | ||
| Q4 24 | $73.2M | $-22.3M | ||
| Q3 24 | $70.4M | $30.1M | ||
| Q2 24 | $94.0M | $117.0M | ||
| Q1 24 | $-30.2M | $6.0M |
自由现金流率AXLFDP
| Q4 25 | 4.0% | -1.7% | ||
| Q3 25 | 5.3% | 6.0% | ||
| Q2 25 | 2.3% | 8.6% | ||
| Q1 25 | -0.9% | 3.3% | ||
| Q4 24 | 5.3% | -2.2% | ||
| Q3 24 | 4.7% | 3.0% | ||
| Q2 24 | 5.8% | 10.3% | ||
| Q1 24 | -1.9% | 0.5% |
资本支出强度AXLFDP
| Q4 25 | 4.8% | 2.8% | ||
| Q3 25 | 4.3% | 1.4% | ||
| Q2 25 | 3.7% | 1.0% | ||
| Q1 25 | 4.9% | 0.9% | ||
| Q4 24 | 5.6% | 1.7% | ||
| Q3 24 | 4.9% | 1.3% | ||
| Q2 24 | 3.0% | 0.7% | ||
| Q1 24 | 3.0% | 1.1% |
现金转化率AXLFDP
| Q4 25 | — | 0.34× | ||
| Q3 25 | 15.58× | — | ||
| Q2 25 | 2.34× | 1.99× | ||
| Q1 25 | 7.87× | 1.48× | ||
| Q4 24 | — | -0.23× | ||
| Q3 24 | 14.36× | 1.03× | ||
| Q2 24 | 7.85× | 2.33× | ||
| Q1 24 | 0.87× | 0.72× |
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% |
FDP
| Other | $482.7M | 47% |
| Gold Pineapples | $184.9M | 18% |
| Fresh Cut Fruit | $126.4M | 12% |
| Fresh Cut Vegetables | $69.3M | 7% |
| Avocados | $66.9M | 7% |
| Other Fruit Productsand Services | $26.1M | 3% |
| Non Tropical Fruit | $23.0M | 2% |
| Melons | $20.6M | 2% |
| Vegetables | $19.6M | 2% |
