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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与镜泰（GNTX）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的季度营收约是镜泰的2.1倍（$1.4B vs $644.4M）。镜泰净利率更高（14.5% vs -5.4%，领先19.9%）。镜泰同比增速更快（19.0% vs 0.2%）。镜泰自由现金流更多（$99.8M vs $54.7M）。过去两年镜泰的营收复合增速更高（4.5% 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。
镜泰（Gentex Corp）是美国电子科技企业，面向汽车行业研发生产自动防眩目后视镜、摄像头式驾驶辅助系统等产品，为各类航空市场供应可调光飞机舷窗，同时面向北美消防市场提供光电烟雾探测器、信号设备及HomeLink无线系列产品。
AXL vs GNTX — 直观对比
营收规模更大
AXL
是对方的2.1倍
$644.4M
营收增速更快
GNTX
高出18.7%
0.2%
净利率更高
GNTX
高出19.9%
-5.4%
自由现金流更多
GNTX
多$45.1M
$54.7M
两年增速更快
GNTX
近两年复合增速
-7.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $644.4M |
| 净利润 | $-75.3M | $93.3M |
| 毛利率 | 10.2% | 34.8% |
| 营业利润率 | -2.4% | 18.6% |
| 净利率 | -5.4% | 14.5% |
| 营收同比 | 0.2% | 19.0% |
| 净利润同比 | -449.6% | 6.4% |
| 每股收益（稀释后） | $-0.62 | $0.43 |
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AXLGNTX
| Q4 25 | $1.4B | $644.4M | ||
| Q3 25 | $1.5B | $655.2M | ||
| Q2 25 | $1.5B | $657.9M | ||
| Q1 25 | $1.4B | $576.8M | ||
| Q4 24 | $1.4B | $541.6M | ||
| Q3 24 | $1.5B | $608.5M | ||
| Q2 24 | $1.6B | $572.9M | ||
| Q1 24 | $1.6B | $590.2M |
净利润AXLGNTX
| Q4 25 | $-75.3M | $93.3M | ||
| Q3 25 | $9.2M | $101.0M | ||
| Q2 25 | $39.3M | $96.0M | ||
| Q1 25 | $7.1M | $94.9M | ||
| Q4 24 | $-13.7M | $87.7M | ||
| Q3 24 | $10.0M | $122.5M | ||
| Q2 24 | $18.2M | $86.0M | ||
| Q1 24 | $20.5M | $108.2M |
毛利率AXLGNTX
| Q4 25 | 10.2% | 34.8% | ||
| Q3 25 | 12.6% | 34.4% | ||
| Q2 25 | 13.1% | 34.2% | ||
| Q1 25 | 12.3% | 33.2% | ||
| Q4 24 | 11.2% | 32.5% | ||
| Q3 24 | 11.4% | 33.5% | ||
| Q2 24 | 13.3% | 32.9% | ||
| Q1 24 | 12.4% | 34.3% |
营业利润率AXLGNTX
| Q4 25 | -2.4% | 18.6% | ||
| Q3 25 | 3.2% | 18.7% | ||
| Q2 25 | 3.6% | 18.0% | ||
| Q1 25 | 3.0% | 19.6% | ||
| Q4 24 | 2.6% | 16.6% | ||
| Q3 24 | 2.8% | 20.7% | ||
| Q2 24 | 5.3% | 20.1% | ||
| Q1 24 | 4.8% | 21.9% |
净利率AXLGNTX
| Q4 25 | -5.4% | 14.5% | ||
| Q3 25 | 0.6% | 15.4% | ||
| Q2 25 | 2.6% | 14.6% | ||
| Q1 25 | 0.5% | 16.4% | ||
| Q4 24 | -1.0% | 16.2% | ||
| Q3 24 | 0.7% | 20.1% | ||
| Q2 24 | 1.1% | 15.0% | ||
| Q1 24 | 1.3% | 18.3% |
每股收益（稀释后）AXLGNTX
| Q4 25 | $-0.62 | $0.43 | ||
| Q3 25 | $0.07 | $0.46 | ||
| Q2 25 | $0.32 | $0.43 | ||
| Q1 25 | $0.06 | $0.42 | ||
| Q4 24 | $-0.11 | $0.39 | ||
| Q3 24 | $0.08 | $0.53 | ||
| Q2 24 | $0.15 | $0.37 | ||
| Q1 24 | $0.17 | $0.47 |
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 | $151.0M |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $640.0M | $2.5B |
| 总资产 | $6.7B | $2.9B |
| 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AXLGNTX
| Q4 25 | $708.9M | $151.0M | ||
| Q3 25 | $714.1M | $183.4M | ||
| Q2 25 | $586.5M | $141.1M | ||
| Q1 25 | $549.2M | $307.1M | ||
| Q4 24 | $552.9M | $255.6M | ||
| Q3 24 | $542.5M | $200.1M | ||
| Q2 24 | $519.9M | $275.8M | ||
| Q1 24 | $469.8M | $265.8M |
总债务AXLGNTX
| 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AXLGNTX
| Q4 25 | $640.0M | $2.5B | ||
| Q3 25 | $718.4M | $2.5B | ||
| Q2 25 | $673.0M | $2.4B | ||
| Q1 25 | $596.3M | $2.5B | ||
| Q4 24 | $562.8M | $2.5B | ||
| Q3 24 | $616.3M | $2.4B | ||
| Q2 24 | $609.6M | $2.4B | ||
| Q1 24 | $621.4M | $2.4B |
总资产AXLGNTX
| Q4 25 | $6.7B | $2.9B | ||
| Q3 25 | $5.3B | $2.9B | ||
| Q2 25 | $5.3B | $2.8B | ||
| Q1 25 | $5.1B | $2.8B | ||
| Q4 24 | $5.1B | $2.8B | ||
| Q3 24 | $5.3B | $2.7B | ||
| Q2 24 | $5.3B | $2.7B | ||
| Q1 24 | $5.4B | $2.7B |
负债/权益比AXLGNTX
| 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 | $125.5M |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $99.8M |
| 自由现金流率自由现金流/营收 | 4.0% | 15.5% |
| 资本支出强度资本支出/营收 | 4.8% | 4.0% |
| 现金转化率经营现金流/净利润 | — | 1.35× |
| 过去12个月自由现金流最近4个季度 | $155.1M | $458.0M |
8季度趋势，按日历期对齐
经营现金流AXLGNTX
| Q4 25 | $120.5M | $125.5M | ||
| Q3 25 | $143.3M | $147.0M | ||
| Q2 25 | $91.9M | $166.1M | ||
| Q1 25 | $55.9M | $148.5M | ||
| Q4 24 | $151.2M | $154.4M | ||
| Q3 24 | $143.6M | $84.7M | ||
| Q2 24 | $142.8M | $129.3M | ||
| Q1 24 | $17.8M | $129.9M |
自由现金流AXLGNTX
| Q4 25 | $54.7M | $99.8M | ||
| Q3 25 | $79.2M | $111.4M | ||
| Q2 25 | $34.6M | $135.0M | ||
| Q1 25 | $-13.4M | $111.8M | ||
| Q4 24 | $73.2M | $112.7M | ||
| Q3 24 | $70.4M | $45.4M | ||
| Q2 24 | $94.0M | $97.5M | ||
| Q1 24 | $-30.2M | $98.0M |
自由现金流率AXLGNTX
| Q4 25 | 4.0% | 15.5% | ||
| Q3 25 | 5.3% | 17.0% | ||
| Q2 25 | 2.3% | 20.5% | ||
| Q1 25 | -0.9% | 19.4% | ||
| Q4 24 | 5.3% | 20.8% | ||
| Q3 24 | 4.7% | 7.5% | ||
| Q2 24 | 5.8% | 17.0% | ||
| Q1 24 | -1.9% | 16.6% |
资本支出强度AXLGNTX
| Q4 25 | 4.8% | 4.0% | ||
| Q3 25 | 4.3% | 5.4% | ||
| Q2 25 | 3.7% | 4.7% | ||
| Q1 25 | 4.9% | 6.4% | ||
| Q4 24 | 5.6% | 7.7% | ||
| Q3 24 | 4.9% | 6.5% | ||
| Q2 24 | 3.0% | 5.5% | ||
| Q1 24 | 3.0% | 5.4% |
现金转化率AXLGNTX
| Q4 25 | — | 1.35× | ||
| Q3 25 | 15.58× | 1.46× | ||
| Q2 25 | 2.34× | 1.73× | ||
| Q1 25 | 7.87× | 1.57× | ||
| Q4 24 | — | 1.76× | ||
| Q3 24 | 14.36× | 0.69× | ||
| Q2 24 | 7.85× | 1.50× | ||
| Q1 24 | 0.87× | 1.20× |
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% |
GNTX
| Automotive Mirrors Electronics | $513.5M | 80% |
| Other | $53.2M | 8% |
| Other Products | $40.3M | 6% |
| Home Link Modules | $26.8M | 4% |
| Windows Product | $6.2M | 1% |
| Fire Protection Products | $4.4M | 1% |
