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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与赫兹（HTZ）财务数据对比。点击上方公司名可切换其他公司
赫兹的季度营收约是AMERICAN AXLE & MANUFACTURING HOLDINGS INC的1.5倍（$2.0B vs $1.4B），AMERICAN AXLE & MANUFACTURING HOLDINGS INC净利率更高（-5.4% vs -9.6%，领先4.1%），AMERICAN AXLE & MANUFACTURING HOLDINGS INC同比增速更快（0.2% vs -0.6%），过去两年赫兹的营收复合增速更高（-1.3% 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。
赫兹全球控股是美国知名汽车租赁企业，总部位于佛罗里达州埃斯特罗。公司运营赫兹同名核心品牌，同时拥有Dollar、Firefly、Thrifty等多个汽车租赁子品牌，业务覆盖全球广泛市场，为客户提供多元出行租赁解决方案。
AXL vs HTZ — 直观对比
营收规模更大
HTZ
是对方的1.5倍
$1.4B
营收增速更快
AXL
高出0.8%
-0.6%
净利率更高
AXL
高出4.1%
-9.6%
两年增速更快
HTZ
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.0B |
| 净利润 | $-75.3M | $-194.0M |
| 毛利率 | 10.2% | — |
| 营业利润率 | -2.4% | -11.0% |
| 净利率 | -5.4% | -9.6% |
| 营收同比 | 0.2% | -0.6% |
| 净利润同比 | -449.6% | 59.5% |
| 每股收益（稀释后） | $-0.62 | $-0.46 |
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AXLHTZ
| Q4 25 | $1.4B | $2.0B | ||
| Q3 25 | $1.5B | $2.5B | ||
| Q2 25 | $1.5B | $2.2B | ||
| Q1 25 | $1.4B | $1.8B | ||
| Q4 24 | $1.4B | $2.0B | ||
| Q3 24 | $1.5B | $2.6B | ||
| Q2 24 | $1.6B | $2.4B | ||
| Q1 24 | $1.6B | $2.1B |
净利润AXLHTZ
| Q4 25 | $-75.3M | $-194.0M | ||
| Q3 25 | $9.2M | $184.0M | ||
| Q2 25 | $39.3M | $-294.0M | ||
| Q1 25 | $7.1M | $-443.0M | ||
| Q4 24 | $-13.7M | $-479.0M | ||
| Q3 24 | $10.0M | $-1.3B | ||
| Q2 24 | $18.2M | $-865.0M | ||
| Q1 24 | $20.5M | $-186.0M |
毛利率AXLHTZ
| 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% | — |
营业利润率AXLHTZ
| Q4 25 | -2.4% | -11.0% | ||
| Q3 25 | 3.2% | 9.4% | ||
| Q2 25 | 3.6% | -14.5% | ||
| Q1 25 | 3.0% | -29.0% | ||
| Q4 24 | 2.6% | -27.6% | ||
| Q3 24 | 2.8% | -62.9% | ||
| Q2 24 | 5.3% | -20.1% | ||
| Q1 24 | 4.8% | -27.9% |
净利率AXLHTZ
| Q4 25 | -5.4% | -9.6% | ||
| Q3 25 | 0.6% | 7.4% | ||
| Q2 25 | 2.6% | -13.5% | ||
| Q1 25 | 0.5% | -24.4% | ||
| Q4 24 | -1.0% | -23.5% | ||
| Q3 24 | 0.7% | -51.7% | ||
| Q2 24 | 1.1% | -36.8% | ||
| Q1 24 | 1.3% | -8.9% |
每股收益（稀释后）AXLHTZ
| Q4 25 | $-0.62 | $-0.46 | ||
| Q3 25 | $0.07 | $0.42 | ||
| Q2 25 | $0.32 | $-0.95 | ||
| Q1 25 | $0.06 | $-1.44 | ||
| Q4 24 | $-0.11 | $-1.57 | ||
| Q3 24 | $0.08 | $-4.34 | ||
| Q2 24 | $0.15 | $-2.82 | ||
| Q1 24 | $0.17 | $-0.61 |
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 | $565.0M |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $640.0M | $-459.0M |
| 总资产 | $6.7B | $22.3B |
| 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AXLHTZ
| Q4 25 | $708.9M | $565.0M | ||
| Q3 25 | $714.1M | $1.1B | ||
| Q2 25 | $586.5M | $503.0M | ||
| Q1 25 | $549.2M | $626.0M | ||
| Q4 24 | $552.9M | $592.0M | ||
| Q3 24 | $542.5M | $501.0M | ||
| Q2 24 | $519.9M | $568.0M | ||
| Q1 24 | $469.8M | $465.0M |
总债务AXLHTZ
| 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AXLHTZ
| Q4 25 | $640.0M | $-459.0M | ||
| Q3 25 | $718.4M | $-317.0M | ||
| Q2 25 | $673.0M | $-504.0M | ||
| Q1 25 | $596.3M | $-262.0M | ||
| Q4 24 | $562.8M | $153.0M | ||
| Q3 24 | $616.3M | $681.0M | ||
| Q2 24 | $609.6M | $2.0B | ||
| Q1 24 | $621.4M | $2.8B |
总资产AXLHTZ
| Q4 25 | $6.7B | $22.3B | ||
| Q3 25 | $5.3B | $23.0B | ||
| Q2 25 | $5.3B | $23.1B | ||
| Q1 25 | $5.1B | $22.0B | ||
| Q4 24 | $5.1B | $21.8B | ||
| Q3 24 | $5.3B | $23.0B | ||
| Q2 24 | $5.3B | $25.2B | ||
| Q1 24 | $5.4B | $24.3B |
负债/权益比AXLHTZ
| 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 | $193.0M |
| 自由现金流经营现金流 - 资本支出 | $54.7M | — |
| 自由现金流率自由现金流/营收 | 4.0% | — |
| 资本支出强度资本支出/营收 | 4.8% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $155.1M | — |
8季度趋势，按日历期对齐
经营现金流AXLHTZ
| Q4 25 | $120.5M | $193.0M | ||
| Q3 25 | $143.3M | $835.0M | ||
| Q2 25 | $91.9M | $346.0M | ||
| Q1 25 | $55.9M | $251.0M | ||
| Q4 24 | $151.2M | $414.0M | ||
| Q3 24 | $143.6M | $894.0M | ||
| Q2 24 | $142.8M | $546.0M | ||
| Q1 24 | $17.8M | $370.0M |
自由现金流AXLHTZ
| Q4 25 | $54.7M | — | ||
| Q3 25 | $79.2M | — | ||
| Q2 25 | $34.6M | — | ||
| Q1 25 | $-13.4M | — | ||
| Q4 24 | $73.2M | — | ||
| Q3 24 | $70.4M | — | ||
| Q2 24 | $94.0M | — | ||
| Q1 24 | $-30.2M | — |
自由现金流率AXLHTZ
| Q4 25 | 4.0% | — | ||
| Q3 25 | 5.3% | — | ||
| Q2 25 | 2.3% | — | ||
| Q1 25 | -0.9% | — | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 4.7% | — | ||
| Q2 24 | 5.8% | — | ||
| Q1 24 | -1.9% | — |
资本支出强度AXLHTZ
| Q4 25 | 4.8% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 3.7% | — | ||
| Q1 25 | 4.9% | — | ||
| Q4 24 | 5.6% | — | ||
| Q3 24 | 4.9% | — | ||
| Q2 24 | 3.0% | — | ||
| Q1 24 | 3.0% | — |
现金转化率AXLHTZ
| Q4 25 | — | — | ||
| Q3 25 | 15.58× | 4.54× | ||
| Q2 25 | 2.34× | — | ||
| Q1 25 | 7.87× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 14.36× | — | ||
| Q2 24 | 7.85× | — | ||
| Q1 24 | 0.87× | — |
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% |
HTZ
暂无分部数据
