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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与Iron Mountain（IRM）财务数据对比。点击上方公司名可切换其他公司
Iron Mountain的季度营收约是AMERICAN AXLE & MANUFACTURING HOLDINGS INC的1.3倍（$1.8B vs $1.4B），Iron Mountain净利率更高（5.1% vs -5.4%，领先10.5%），Iron Mountain同比增速更快（16.6% vs 0.2%），AMERICAN AXLE & MANUFACTURING HOLDINGS INC自由现金流更多（$54.7M vs $-16.2M），过去两年Iron Mountain的营收复合增速更高（11.7% 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。
Iron Mountain是1951年成立的美国企业信息管理服务提供商，总部位于新罕布什尔州朴茨茅斯。核心业务涵盖档案管理、信息销毁、数据备份与恢复，服务覆盖全球六大洲58个国家，为超过22万客户提供专业解决方案。
AXL vs IRM — 直观对比
营收规模更大
IRM
是对方的1.3倍
$1.4B
营收增速更快
IRM
高出16.3%
0.2%
净利率更高
IRM
高出10.5%
-5.4%
自由现金流更多
AXL
多$70.9M
$-16.2M
两年增速更快
IRM
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.8B |
| 净利润 | $-75.3M | $93.1M |
| 毛利率 | 10.2% | — |
| 营业利润率 | -2.4% | 18.5% |
| 净利率 | -5.4% | 5.1% |
| 营收同比 | 0.2% | 16.6% |
| 净利润同比 | -449.6% | -11.9% |
| 每股收益（稀释后） | $-0.62 | $0.31 |
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AXLIRM
| Q4 25 | $1.4B | $1.8B | ||
| Q3 25 | $1.5B | $1.8B | ||
| Q2 25 | $1.5B | $1.7B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.4B | $1.6B | ||
| Q3 24 | $1.5B | $1.6B | ||
| Q2 24 | $1.6B | $1.5B | ||
| Q1 24 | $1.6B | $1.5B |
净利润AXLIRM
| Q4 25 | $-75.3M | $93.1M | ||
| Q3 25 | $9.2M | $86.2M | ||
| Q2 25 | $39.3M | $-43.3M | ||
| Q1 25 | $7.1M | $16.2M | ||
| Q4 24 | $-13.7M | $105.7M | ||
| Q3 24 | $10.0M | $-33.7M | ||
| Q2 24 | $18.2M | $34.6M | ||
| Q1 24 | $20.5M | $77.0M |
毛利率AXLIRM
| 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AXLIRM
| Q4 25 | -2.4% | 18.5% | ||
| Q3 25 | 3.2% | 17.6% | ||
| Q2 25 | 3.6% | 15.2% | ||
| Q1 25 | 3.0% | 16.0% | ||
| Q4 24 | 2.6% | 17.9% | ||
| Q3 24 | 2.8% | 16.1% | ||
| Q2 24 | 5.3% | 15.0% | ||
| Q1 24 | 4.8% | 16.6% |
净利率AXLIRM
| Q4 25 | -5.4% | 5.1% | ||
| Q3 25 | 0.6% | 4.9% | ||
| Q2 25 | 2.6% | -2.5% | ||
| Q1 25 | 0.5% | 1.0% | ||
| Q4 24 | -1.0% | 6.7% | ||
| Q3 24 | 0.7% | -2.2% | ||
| Q2 24 | 1.1% | 2.3% | ||
| Q1 24 | 1.3% | 5.2% |
每股收益（稀释后）AXLIRM
| Q4 25 | $-0.62 | $0.31 | ||
| Q3 25 | $0.07 | $0.28 | ||
| Q2 25 | $0.32 | $-0.15 | ||
| Q1 25 | $0.06 | $0.05 | ||
| Q4 24 | $-0.11 | $0.35 | ||
| Q3 24 | $0.08 | $-0.11 | ||
| Q2 24 | $0.15 | $0.12 | ||
| Q1 24 | $0.17 | $0.25 |
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 | $158.5M |
| 总债务越低越好 | $4.0B | $16.2B |
| 股东权益账面价值 | $640.0M | $-981.0M |
| 总资产 | $6.7B | $21.1B |
| 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AXLIRM
| Q4 25 | $708.9M | $158.5M | ||
| Q3 25 | $714.1M | — | ||
| Q2 25 | $586.5M | — | ||
| Q1 25 | $549.2M | — | ||
| Q4 24 | $552.9M | $155.7M | ||
| Q3 24 | $542.5M | — | ||
| Q2 24 | $519.9M | — | ||
| Q1 24 | $469.8M | — |
总债务AXLIRM
| Q4 25 | $4.0B | $16.2B | ||
| Q3 25 | $2.6B | $15.5B | ||
| Q2 25 | $2.6B | $14.8B | ||
| Q1 25 | $2.6B | $14.2B | ||
| Q4 24 | $2.6B | $13.0B | ||
| Q3 24 | $2.6B | $13.2B | ||
| Q2 24 | $2.7B | $12.8B | ||
| Q1 24 | $2.7B | $12.6B |
股东权益AXLIRM
| Q4 25 | $640.0M | $-981.0M | ||
| Q3 25 | $718.4M | $-882.0M | ||
| Q2 25 | $673.0M | $-767.4M | ||
| Q1 25 | $596.3M | $-698.5M | ||
| Q4 24 | $562.8M | $-503.1M | ||
| Q3 24 | $616.3M | $-259.0M | ||
| Q2 24 | $609.6M | $-132.9M | ||
| Q1 24 | $621.4M | $18.5M |
总资产AXLIRM
| Q4 25 | $6.7B | $21.1B | ||
| Q3 25 | $5.3B | $20.6B | ||
| Q2 25 | $5.3B | $20.2B | ||
| Q1 25 | $5.1B | $19.4B | ||
| Q4 24 | $5.1B | $18.7B | ||
| Q3 24 | $5.3B | $18.5B | ||
| Q2 24 | $5.3B | $18.0B | ||
| Q1 24 | $5.4B | $17.8B |
负债/权益比AXLIRM
| 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× | 679.18× |
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 | $500.0M |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $-16.2M |
| 自由现金流率自由现金流/营收 | 4.0% | -0.9% |
| 资本支出强度资本支出/营收 | 4.8% | 28.0% |
| 现金转化率经营现金流/净利润 | — | 5.37× |
| 过去12个月自由现金流最近4个季度 | $155.1M | $-931.6M |
8季度趋势，按日历期对齐
经营现金流AXLIRM
| Q4 25 | $120.5M | $500.0M | ||
| Q3 25 | $143.3M | $267.6M | ||
| Q2 25 | $91.9M | $375.1M | ||
| Q1 25 | $55.9M | $197.3M | ||
| Q4 24 | $151.2M | $431.6M | ||
| Q3 24 | $143.6M | $252.9M | ||
| Q2 24 | $142.8M | $382.2M | ||
| Q1 24 | $17.8M | $130.0M |
自由现金流AXLIRM
| Q4 25 | $54.7M | $-16.2M | ||
| Q3 25 | $79.2M | $-256.3M | ||
| Q2 25 | $34.6M | $-181.6M | ||
| Q1 25 | $-13.4M | $-477.5M | ||
| Q4 24 | $73.2M | $-186.0M | ||
| Q3 24 | $70.4M | $-143.2M | ||
| Q2 24 | $94.0M | $-14.6M | ||
| Q1 24 | $-30.2M | $-251.1M |
自由现金流率AXLIRM
| Q4 25 | 4.0% | -0.9% | ||
| Q3 25 | 5.3% | -14.6% | ||
| Q2 25 | 2.3% | -10.6% | ||
| Q1 25 | -0.9% | -30.0% | ||
| Q4 24 | 5.3% | -11.8% | ||
| Q3 24 | 4.7% | -9.2% | ||
| Q2 24 | 5.8% | -1.0% | ||
| Q1 24 | -1.9% | -17.0% |
资本支出强度AXLIRM
| Q4 25 | 4.8% | 28.0% | ||
| Q3 25 | 4.3% | 29.9% | ||
| Q2 25 | 3.7% | 32.5% | ||
| Q1 25 | 4.9% | 42.4% | ||
| Q4 24 | 5.6% | 39.1% | ||
| Q3 24 | 4.9% | 25.4% | ||
| Q2 24 | 3.0% | 25.9% | ||
| Q1 24 | 3.0% | 25.8% |
现金转化率AXLIRM
| Q4 25 | — | 5.37× | ||
| Q3 25 | 15.58× | 3.10× | ||
| Q2 25 | 2.34× | — | ||
| Q1 25 | 7.87× | 12.15× | ||
| Q4 24 | — | 4.08× | ||
| Q3 24 | 14.36× | — | ||
| Q2 24 | 7.85× | 11.04× | ||
| Q1 24 | 0.87× | 1.69× |
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% |
IRM
| Storage Rental | $1.1B | 58% |
| Services | $781.9M | 42% |
