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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与游戏驿站（GME）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的季度营收约是游戏驿站的1.7倍（$1.4B vs $821.0M），游戏驿站净利率更高（9.4% vs -5.4%，领先14.8%），AMERICAN AXLE & MANUFACTURING HOLDINGS INC同比增速更快（0.2% vs -4.6%），游戏驿站自由现金流更多（$107.0M vs $54.7M），过去两年AMERICAN AXLE & MANUFACTURING HOLDINGS INC的营收复合增速更高（-7.2% vs -32.3%）
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。
游戏驿站（GameStop Corp.）是美国知名电子游戏、消费电子及游戏周边零售企业，总部位于得克萨斯州格雷普韦恩，是全球规模最大的电子游戏零售商。截至2025年2月，公司在美、加、澳及欧洲地区共运营3203家门店，旗下拥有EB Games、ThinkGeek等多个零售品牌，前身为1984年于达拉斯成立的Babbage's。
AXL vs GME — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $821.0M |
| 净利润 | $-75.3M | $77.1M |
| 毛利率 | 10.2% | 33.3% |
| 营业利润率 | -2.4% | 5.0% |
| 净利率 | -5.4% | 9.4% |
| 营收同比 | 0.2% | -4.6% |
| 净利润同比 | -449.6% | 343.1% |
| 每股收益（稀释后） | $-0.62 | $0.13 |
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 | $821.0M | ||
| Q3 25 | $1.5B | $972.2M | ||
| Q2 25 | $1.5B | $732.4M | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.4B | $860.3M | ||
| Q3 24 | $1.5B | $798.3M | ||
| Q2 24 | $1.6B | $881.8M | ||
| Q1 24 | $1.6B | $1.8B |
| Q4 25 | $-75.3M | $77.1M | ||
| Q3 25 | $9.2M | $168.6M | ||
| Q2 25 | $39.3M | $44.8M | ||
| Q1 25 | $7.1M | $131.4M | ||
| Q4 24 | $-13.7M | $17.4M | ||
| Q3 24 | $10.0M | $14.8M | ||
| Q2 24 | $18.2M | $-32.3M | ||
| Q1 24 | $20.5M | $63.1M |
| Q4 25 | 10.2% | 33.3% | ||
| Q3 25 | 12.6% | 29.1% | ||
| Q2 25 | 13.1% | 34.5% | ||
| Q1 25 | 12.3% | 28.3% | ||
| Q4 24 | 11.2% | 29.9% | ||
| Q3 24 | 11.4% | 31.2% | ||
| Q2 24 | 13.3% | 27.7% | ||
| Q1 24 | 12.4% | 23.4% |
| Q4 25 | -2.4% | 5.0% | ||
| Q3 25 | 3.2% | 6.8% | ||
| Q2 25 | 3.6% | -1.5% | ||
| Q1 25 | 3.0% | 6.2% | ||
| Q4 24 | 2.6% | -3.9% | ||
| Q3 24 | 2.8% | -2.8% | ||
| Q2 24 | 5.3% | -5.7% | ||
| Q1 24 | 4.8% | 3.1% |
| Q4 25 | -5.4% | 9.4% | ||
| Q3 25 | 0.6% | 17.3% | ||
| Q2 25 | 2.6% | 6.1% | ||
| Q1 25 | 0.5% | 10.2% | ||
| Q4 24 | -1.0% | 2.0% | ||
| Q3 24 | 0.7% | 1.9% | ||
| Q2 24 | 1.1% | -3.7% | ||
| Q1 24 | 1.3% | 3.5% |
| Q4 25 | $-0.62 | $0.13 | ||
| Q3 25 | $0.07 | $0.31 | ||
| Q2 25 | $0.32 | $0.09 | ||
| Q1 25 | $0.06 | $0.36 | ||
| Q4 24 | $-0.11 | $0.04 | ||
| Q3 24 | $0.08 | $0.04 | ||
| Q2 24 | $0.15 | $-0.11 | ||
| Q1 24 | $0.17 | $0.21 |
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 | $8.8B |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $640.0M | $5.3B |
| 总资产 | $6.7B | $10.6B |
| 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 | $8.8B | ||
| Q3 25 | $714.1M | $8.7B | ||
| Q2 25 | $586.5M | $6.4B | ||
| Q1 25 | $549.2M | $4.8B | ||
| Q4 24 | $552.9M | $4.6B | ||
| Q3 24 | $542.5M | $4.2B | ||
| Q2 24 | $519.9M | $1.1B | ||
| Q1 24 | $469.8M | $1.2B |
| Q4 25 | $4.0B | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.6B | $16.9M | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.7B | — | ||
| Q1 24 | $2.7B | $28.5M |
| Q4 25 | $640.0M | $5.3B | ||
| Q3 25 | $718.4M | $5.2B | ||
| Q2 25 | $673.0M | $5.0B | ||
| Q1 25 | $596.3M | $4.9B | ||
| Q4 24 | $562.8M | $4.8B | ||
| Q3 24 | $616.3M | $4.4B | ||
| Q2 24 | $609.6M | $1.3B | ||
| Q1 24 | $621.4M | $1.3B |
| Q4 25 | $6.7B | $10.6B | ||
| Q3 25 | $5.3B | $10.3B | ||
| Q2 25 | $5.3B | $7.5B | ||
| Q1 25 | $5.1B | $5.9B | ||
| Q4 24 | $5.1B | $6.2B | ||
| Q3 24 | $5.3B | $5.5B | ||
| Q2 24 | $5.3B | $2.6B | ||
| Q1 24 | $5.4B | $2.7B |
| Q4 25 | 6.31× | — | ||
| Q3 25 | 3.61× | — | ||
| Q2 25 | 3.86× | — | ||
| Q1 25 | 4.38× | 0.00× | ||
| Q4 24 | 4.58× | — | ||
| Q3 24 | 4.28× | — | ||
| Q2 24 | 4.42× | — | ||
| Q1 24 | 4.40× | 0.02× |
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 | $111.3M |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $107.0M |
| 自由现金流率自由现金流/营收 | 4.0% | 13.0% |
| 资本支出强度资本支出/营收 | 4.8% | 0.5% |
| 现金转化率经营现金流/净利润 | — | 1.44× |
| 过去12个月自由现金流最近4个季度 | $155.1M | $568.7M |
8季度趋势，按日历期对齐
| Q4 25 | $120.5M | $111.3M | ||
| Q3 25 | $143.3M | $117.4M | ||
| Q2 25 | $91.9M | $192.5M | ||
| Q1 25 | $55.9M | $162.3M | ||
| Q4 24 | $151.2M | $24.6M | ||
| Q3 24 | $143.6M | $68.6M | ||
| Q2 24 | $142.8M | $-109.8M | ||
| Q1 24 | $17.8M | $-11.0M |
| Q4 25 | $54.7M | $107.0M | ||
| Q3 25 | $79.2M | $113.3M | ||
| Q2 25 | $34.6M | $189.6M | ||
| Q1 25 | $-13.4M | $158.8M | ||
| Q4 24 | $73.2M | $20.0M | ||
| Q3 24 | $70.4M | $65.5M | ||
| Q2 24 | $94.0M | $-114.7M | ||
| Q1 24 | $-30.2M | $-18.7M |
| Q4 25 | 4.0% | 13.0% | ||
| Q3 25 | 5.3% | 11.7% | ||
| Q2 25 | 2.3% | 25.9% | ||
| Q1 25 | -0.9% | 12.4% | ||
| Q4 24 | 5.3% | 2.3% | ||
| Q3 24 | 4.7% | 8.2% | ||
| Q2 24 | 5.8% | -13.0% | ||
| Q1 24 | -1.9% | -1.0% |
| Q4 25 | 4.8% | 0.5% | ||
| Q3 25 | 4.3% | 0.4% | ||
| Q2 25 | 3.7% | 0.4% | ||
| Q1 25 | 4.9% | 0.3% | ||
| Q4 24 | 5.6% | 0.5% | ||
| Q3 24 | 4.9% | 0.4% | ||
| Q2 24 | 3.0% | 0.6% | ||
| Q1 24 | 3.0% | 0.4% |
| Q4 25 | — | 1.44× | ||
| Q3 25 | 15.58× | 0.70× | ||
| Q2 25 | 2.34× | 4.30× | ||
| Q1 25 | 7.87× | 1.24× | ||
| Q4 24 | — | 1.41× | ||
| Q3 24 | 14.36× | 4.64× | ||
| Q2 24 | 7.85× | — | ||
| Q1 24 | 0.87× | -0.17× |
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% |
GME
| Hardware And Accessories | $367.4M | 45% |
| Collectibles | $256.1M | 31% |
| Software | $197.5M | 24% |
