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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与FIVE BELOW, INC（FIVE）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FIVE BELOW, INC的1.3倍（$1.4B vs $1.0B），FIVE BELOW, INC净利率更高（3.5% vs -5.4%，领先9.0%），FIVE BELOW, INC同比增速更快（23.1% vs 0.2%），AMERICAN AXLE & MANUFACTURING HOLDINGS INC自由现金流更多（$54.7M vs $-133.2M），过去两年AMERICAN AXLE & MANUFACTURING HOLDINGS INC的营收复合增速更高（-7.2% vs -11.9%）
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。
Five Below是美国特色折扣礼品连锁品牌，2002年成立，总部位于宾夕法尼亚州费城，主要面向青少年消费群体，旗下绝大多数商品定价不超过5美元，另有少量精选商品最高定价40美元，目前在全美拥有超过1850家线下门店。
AXL vs FIVE — 直观对比
营收规模更大
AXL
是对方的1.3倍
$1.0B
营收增速更快
FIVE
高出22.8%
0.2%
净利率更高
FIVE
高出9.0%
-5.4%
自由现金流更多
AXL
多$187.9M
$-133.2M
两年增速更快
AXL
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.0B |
| 净利润 | $-75.3M | $36.5M |
| 毛利率 | 10.2% | 33.8% |
| 营业利润率 | -2.4% | 4.2% |
| 净利率 | -5.4% | 3.5% |
| 营收同比 | 0.2% | 23.1% |
| 净利润同比 | -449.6% | 2063.9% |
| 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AXLFIVE
| Q4 25 | $1.4B | $1.0B | ||
| Q3 25 | $1.5B | $1.0B | ||
| Q2 25 | $1.5B | $970.5M | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.4B | $843.7M | ||
| Q3 24 | $1.5B | $830.1M | ||
| Q2 24 | $1.6B | $811.9M | ||
| Q1 24 | $1.6B | $1.3B |
净利润AXLFIVE
| Q4 25 | $-75.3M | $36.5M | ||
| Q3 25 | $9.2M | $42.8M | ||
| Q2 25 | $39.3M | $41.1M | ||
| Q1 25 | $7.1M | $187.5M | ||
| Q4 24 | $-13.7M | $1.7M | ||
| Q3 24 | $10.0M | $33.0M | ||
| Q2 24 | $18.2M | $31.5M | ||
| Q1 24 | $20.5M | $202.2M |
毛利率AXLFIVE
| Q4 25 | 10.2% | 33.8% | ||
| Q3 25 | 12.6% | 33.3% | ||
| Q2 25 | 13.1% | 33.4% | ||
| Q1 25 | 12.3% | 40.2% | ||
| Q4 24 | 11.2% | 30.6% | ||
| Q3 24 | 11.4% | 32.7% | ||
| Q2 24 | 13.3% | 32.5% | ||
| Q1 24 | 12.4% | 41.2% |
营业利润率AXLFIVE
| Q4 25 | -2.4% | 4.2% | ||
| Q3 25 | 3.2% | 5.1% | ||
| Q2 25 | 3.6% | 5.2% | ||
| Q1 25 | 3.0% | 17.7% | ||
| Q4 24 | 2.6% | -0.1% | ||
| Q3 24 | 2.8% | 5.0% | ||
| Q2 24 | 5.3% | 4.5% | ||
| Q1 24 | 4.8% | 20.1% |
净利率AXLFIVE
| Q4 25 | -5.4% | 3.5% | ||
| Q3 25 | 0.6% | 4.2% | ||
| Q2 25 | 2.6% | 4.2% | ||
| Q1 25 | 0.5% | 13.5% | ||
| Q4 24 | -1.0% | 0.2% | ||
| Q3 24 | 0.7% | 4.0% | ||
| Q2 24 | 1.1% | 3.9% | ||
| Q1 24 | 1.3% | 15.1% |
每股收益（稀释后）AXLFIVE
| Q4 25 | $-0.62 | $0.66 | ||
| Q3 25 | $0.07 | $0.77 | ||
| Q2 25 | $0.32 | $0.75 | ||
| Q1 25 | $0.06 | $3.40 | ||
| Q4 24 | $-0.11 | $0.03 | ||
| Q3 24 | $0.08 | $0.60 | ||
| Q2 24 | $0.15 | $0.57 | ||
| Q1 24 | $0.17 | $3.64 |
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 | $524.5M |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $640.0M | $2.0B |
| 总资产 | $6.7B | $4.8B |
| 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AXLFIVE
| Q4 25 | $708.9M | $524.5M | ||
| Q3 25 | $714.1M | $670.2M | ||
| Q2 25 | $586.5M | $624.0M | ||
| Q1 25 | $549.2M | $528.8M | ||
| Q4 24 | $552.9M | $216.6M | ||
| Q3 24 | $542.5M | $327.7M | ||
| Q2 24 | $519.9M | $369.6M | ||
| Q1 24 | $469.8M | $460.1M |
总债务AXLFIVE
| 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AXLFIVE
| Q4 25 | $640.0M | $2.0B | ||
| Q3 25 | $718.4M | $1.9B | ||
| Q2 25 | $673.0M | $1.9B | ||
| Q1 25 | $596.3M | $1.8B | ||
| Q4 24 | $562.8M | $1.6B | ||
| Q3 24 | $616.3M | $1.6B | ||
| Q2 24 | $609.6M | $1.6B | ||
| Q1 24 | $621.4M | $1.6B |
总资产AXLFIVE
| Q4 25 | $6.7B | $4.8B | ||
| Q3 25 | $5.3B | $4.6B | ||
| Q2 25 | $5.3B | $4.5B | ||
| Q1 25 | $5.1B | $4.3B | ||
| Q4 24 | $5.1B | $4.2B | ||
| Q3 24 | $5.3B | $4.0B | ||
| Q2 24 | $5.3B | $3.9B | ||
| Q1 24 | $5.4B | $3.9B |
负债/权益比AXLFIVE
| 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 | $-80.1M |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $-133.2M |
| 自由现金流率自由现金流/营收 | 4.0% | -12.8% |
| 资本支出强度资本支出/营收 | 4.8% | 5.1% |
| 现金转化率经营现金流/净利润 | — | -2.19× |
| 过去12个月自由现金流最近4个季度 | $155.1M | $323.0M |
8季度趋势，按日历期对齐
经营现金流AXLFIVE
| Q4 25 | $120.5M | $-80.1M | ||
| Q3 25 | $143.3M | $93.0M | ||
| Q2 25 | $91.9M | $132.7M | ||
| Q1 25 | $55.9M | $363.5M | ||
| Q4 24 | $151.2M | $-30.6M | ||
| Q3 24 | $143.6M | $71.3M | ||
| Q2 24 | $142.8M | $26.4M | ||
| Q1 24 | $17.8M | $407.7M |
自由现金流AXLFIVE
| Q4 25 | $54.7M | $-133.2M | ||
| Q3 25 | $79.2M | $48.3M | ||
| Q2 25 | $34.6M | $96.5M | ||
| Q1 25 | $-13.4M | $311.4M | ||
| Q4 24 | $73.2M | $-111.0M | ||
| Q3 24 | $70.4M | $-32.4M | ||
| Q2 24 | $94.0M | $-61.4M | ||
| Q1 24 | $-30.2M | $304.6M |
自由现金流率AXLFIVE
| Q4 25 | 4.0% | -12.8% | ||
| Q3 25 | 5.3% | 4.7% | ||
| Q2 25 | 2.3% | 9.9% | ||
| Q1 25 | -0.9% | 22.4% | ||
| Q4 24 | 5.3% | -13.2% | ||
| Q3 24 | 4.7% | -3.9% | ||
| Q2 24 | 5.8% | -7.6% | ||
| Q1 24 | -1.9% | 22.8% |
资本支出强度AXLFIVE
| Q4 25 | 4.8% | 5.1% | ||
| Q3 25 | 4.3% | 4.4% | ||
| Q2 25 | 3.7% | 3.7% | ||
| Q1 25 | 4.9% | 3.7% | ||
| Q4 24 | 5.6% | 9.5% | ||
| Q3 24 | 4.9% | 12.5% | ||
| Q2 24 | 3.0% | 10.8% | ||
| Q1 24 | 3.0% | 7.7% |
现金转化率AXLFIVE
| Q4 25 | — | -2.19× | ||
| Q3 25 | 15.58× | 2.17× | ||
| Q2 25 | 2.34× | 3.22× | ||
| Q1 25 | 7.87× | 1.94× | ||
| Q4 24 | — | -18.13× | ||
| Q3 24 | 14.36× | 2.16× | ||
| Q2 24 | 7.85× | 0.84× | ||
| Q1 24 | 0.87× | 2.02× |
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% |
FIVE
暂无分部数据
