vs
AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与国际香精香料（IFF）财务数据对比。点击上方公司名可切换其他公司
国际香精香料的季度营收约是AMERICAN AXLE & MANUFACTURING HOLDINGS INC的2.0倍（$2.7B vs $1.4B），国际香精香料净利率更高（6.2% vs -5.4%，领先11.6%），AMERICAN AXLE & MANUFACTURING HOLDINGS INC同比增速更快（0.2% vs -3.6%），过去两年国际香精香料的营收复合增速更高（-2.6% 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。
国际香精香料（IFF）是美国知名企业，业务覆盖风味、质感、香氛、营养、酶制剂、菌种、大豆蛋白、益生菌等多品类产品研发，产品行销全球。公司总部位于纽约，在44个国家设有创意、销售及生产基地，是标普500指数成分股企业。
AXL vs IFF — 直观对比
营收规模更大
IFF
是对方的2.0倍
$1.4B
营收增速更快
AXL
高出3.8%
-3.6%
净利率更高
IFF
高出11.6%
-5.4%
两年增速更快
IFF
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.7B |
| 净利润 | $-75.3M | $170.0M |
| 毛利率 | 10.2% | 37.1% |
| 营业利润率 | -2.4% | — |
| 净利率 | -5.4% | 6.2% |
| 营收同比 | 0.2% | -3.6% |
| 净利润同比 | -449.6% | — |
| 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AXLIFF
| Q1 26 | — | $2.7B | ||
| Q4 25 | $1.4B | $2.6B | ||
| Q3 25 | $1.5B | $2.7B | ||
| Q2 25 | $1.5B | $2.8B | ||
| Q1 25 | $1.4B | $2.8B | ||
| Q4 24 | $1.4B | $2.8B | ||
| Q3 24 | $1.5B | $2.9B | ||
| Q2 24 | $1.6B | $2.9B |
净利润AXLIFF
| Q1 26 | — | $170.0M | ||
| Q4 25 | $-75.3M | $5.0M | ||
| Q3 25 | $9.2M | $40.0M | ||
| Q2 25 | $39.3M | $612.0M | ||
| Q1 25 | $7.1M | $-1.0B | ||
| Q4 24 | $-13.7M | $-46.0M | ||
| Q3 24 | $10.0M | $59.0M | ||
| Q2 24 | $18.2M | $170.0M |
毛利率AXLIFF
| Q1 26 | — | 37.1% | ||
| Q4 25 | 10.2% | 34.4% | ||
| Q3 25 | 12.6% | 36.5% | ||
| Q2 25 | 13.1% | 37.3% | ||
| Q1 25 | 12.3% | 36.4% | ||
| Q4 24 | 11.2% | 35.4% | ||
| Q3 24 | 11.4% | 36.0% | ||
| Q2 24 | 13.3% | 37.0% |
营业利润率AXLIFF
| Q1 26 | — | — | ||
| Q4 25 | -2.4% | 3.7% | ||
| Q3 25 | 3.2% | 8.4% | ||
| Q2 25 | 3.6% | 7.2% | ||
| Q1 25 | 3.0% | -31.8% | ||
| Q4 24 | 2.6% | 4.6% | ||
| Q3 24 | 2.8% | 8.5% | ||
| Q2 24 | 5.3% | 6.6% |
净利率AXLIFF
| Q1 26 | — | 6.2% | ||
| Q4 25 | -5.4% | 0.2% | ||
| Q3 25 | 0.6% | 1.5% | ||
| Q2 25 | 2.6% | 22.1% | ||
| Q1 25 | 0.5% | -35.8% | ||
| Q4 24 | -1.0% | -1.7% | ||
| Q3 24 | 0.7% | 2.0% | ||
| Q2 24 | 1.1% | 5.9% |
每股收益（稀释后）AXLIFF
| Q1 26 | — | $0.66 | ||
| Q4 25 | $-0.62 | $0.03 | ||
| Q3 25 | $0.07 | $0.16 | ||
| Q2 25 | $0.32 | $2.38 | ||
| Q1 25 | $0.06 | $-3.98 | ||
| Q4 24 | $-0.11 | $-0.17 | ||
| Q3 24 | $0.08 | $0.23 | ||
| Q2 24 | $0.15 | $0.66 |
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 | $562.0M |
| 总债务越低越好 | $4.0B | $5.8B |
| 股东权益账面价值 | $640.0M | — |
| 总资产 | $6.7B | $25.1B |
| 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AXLIFF
| Q1 26 | — | $562.0M | ||
| Q4 25 | $708.9M | $590.0M | ||
| Q3 25 | $714.1M | $621.0M | ||
| Q2 25 | $586.5M | $816.0M | ||
| Q1 25 | $549.2M | $613.0M | ||
| Q4 24 | $552.9M | $469.0M | ||
| Q3 24 | $542.5M | $567.0M | ||
| Q2 24 | $519.9M | $671.0M |
总债务AXLIFF
| Q1 26 | — | $5.8B | ||
| Q4 25 | $4.0B | $5.6B | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | $8.9B | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.7B | — |
股东权益AXLIFF
| Q1 26 | — | — | ||
| Q4 25 | $640.0M | $14.2B | ||
| Q3 25 | $718.4M | $14.2B | ||
| Q2 25 | $673.0M | $14.4B | ||
| Q1 25 | $596.3M | $13.2B | ||
| Q4 24 | $562.8M | $13.9B | ||
| Q3 24 | $616.3M | $14.8B | ||
| Q2 24 | $609.6M | $14.3B |
总资产AXLIFF
| Q1 26 | — | $25.1B | ||
| Q4 25 | $6.7B | $25.5B | ||
| Q3 25 | $5.3B | $25.8B | ||
| Q2 25 | $5.3B | $26.1B | ||
| Q1 25 | $5.1B | $28.3B | ||
| Q4 24 | $5.1B | $28.7B | ||
| Q3 24 | $5.3B | $29.9B | ||
| Q2 24 | $5.3B | $29.5B |
负债/权益比AXLIFF
| Q1 26 | — | — | ||
| Q4 25 | 6.31× | 0.40× | ||
| Q3 25 | 3.61× | — | ||
| Q2 25 | 3.86× | — | ||
| Q1 25 | 4.38× | — | ||
| Q4 24 | 4.58× | 0.64× | ||
| Q3 24 | 4.28× | — | ||
| Q2 24 | 4.42× | — |
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 | $257.0M |
| 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 | — | 1.51× |
| 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AXLIFF
| Q1 26 | — | $257.0M | ||
| Q4 25 | $120.5M | $318.0M | ||
| Q3 25 | $143.3M | $164.0M | ||
| Q2 25 | $91.9M | $241.0M | ||
| Q1 25 | $55.9M | $127.0M | ||
| Q4 24 | $151.2M | $368.0M | ||
| Q3 24 | $143.6M | $366.0M | ||
| Q2 24 | $142.8M | $237.0M |
自由现金流AXLIFF
| Q1 26 | — | — | ||
| Q4 25 | $54.7M | $130.0M | ||
| Q3 25 | $79.2M | $32.0M | ||
| Q2 25 | $34.6M | $146.0M | ||
| Q1 25 | $-13.4M | $-52.0M | ||
| Q4 24 | $73.2M | $208.0M | ||
| Q3 24 | $70.4M | $263.0M | ||
| Q2 24 | $94.0M | $155.0M |
自由现金流率AXLIFF
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 5.0% | ||
| Q3 25 | 5.3% | 1.2% | ||
| Q2 25 | 2.3% | 5.3% | ||
| Q1 25 | -0.9% | -1.8% | ||
| Q4 24 | 5.3% | 7.5% | ||
| Q3 24 | 4.7% | 9.0% | ||
| Q2 24 | 5.8% | 5.4% |
资本支出强度AXLIFF
| Q1 26 | — | — | ||
| Q4 25 | 4.8% | 7.3% | ||
| Q3 25 | 4.3% | 4.9% | ||
| Q2 25 | 3.7% | 3.4% | ||
| Q1 25 | 4.9% | 6.3% | ||
| Q4 24 | 5.6% | 5.8% | ||
| Q3 24 | 4.9% | 3.5% | ||
| Q2 24 | 3.0% | 2.8% |
现金转化率AXLIFF
| Q1 26 | — | 1.51× | ||
| Q4 25 | — | 63.60× | ||
| Q3 25 | 15.58× | 4.10× | ||
| Q2 25 | 2.34× | 0.39× | ||
| Q1 25 | 7.87× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 14.36× | 6.20× | ||
| Q2 24 | 7.85× | 1.39× |
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% |
IFF
暂无分部数据
