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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与JELD-WEN Holding, Inc.（JELD）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JELD-WEN Holding, Inc.的1.7倍（$1.4B vs $802.0M），JELD-WEN Holding, Inc.净利率更高（-5.2% vs -5.4%，领先0.2%），AMERICAN AXLE & MANUFACTURING HOLDINGS INC同比增速更快（0.2% vs -10.5%），AMERICAN AXLE & MANUFACTURING HOLDINGS INC自由现金流更多（$54.7M vs $3.4M），过去两年AMERICAN AXLE & MANUFACTURING HOLDINGS INC的营收复合增速更高（-7.2% vs -8.6%）
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。
JELD-WEN是一家总部位于美国北卡罗来纳州夏洛特的企业，在全球19个国家运营着超过120家生产基地。公司主营设计、生产并销售室内外门窗、各类材质窗品、墙体系统、淋浴隔断、衣帽间系统等建筑部件，产品广泛应用于住宅与非住宅建筑的新建、维修及改造工程。
AXL vs JELD — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $802.0M |
| 净利润 | $-75.3M | $-41.9M |
| 毛利率 | 10.2% | 14.7% |
| 营业利润率 | -2.4% | -1.8% |
| 净利率 | -5.4% | -5.2% |
| 营收同比 | 0.2% | -10.5% |
| 净利润同比 | -449.6% | 38.7% |
| 每股收益（稀释后） | $-0.62 | $-0.50 |
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 | $802.0M | ||
| Q3 25 | $1.5B | $809.5M | ||
| Q2 25 | $1.5B | $823.7M | ||
| Q1 25 | $1.4B | $776.0M | ||
| Q4 24 | $1.4B | $895.7M | ||
| Q3 24 | $1.5B | $934.7M | ||
| Q2 24 | $1.6B | $986.0M | ||
| Q1 24 | $1.6B | $959.1M |
| Q4 25 | $-75.3M | $-41.9M | ||
| Q3 25 | $9.2M | $-367.6M | ||
| Q2 25 | $39.3M | $-21.5M | ||
| Q1 25 | $7.1M | $-190.1M | ||
| Q4 24 | $-13.7M | $-68.4M | ||
| Q3 24 | $10.0M | $-74.4M | ||
| Q2 24 | $18.2M | $-18.5M | ||
| Q1 24 | $20.5M | $-27.7M |
| Q4 25 | 10.2% | 14.7% | ||
| Q3 25 | 12.6% | 17.4% | ||
| Q2 25 | 13.1% | 17.4% | ||
| Q1 25 | 12.3% | 14.4% | ||
| Q4 24 | 11.2% | 16.4% | ||
| Q3 24 | 11.4% | 19.2% | ||
| Q2 24 | 13.3% | 19.3% | ||
| Q1 24 | 12.4% | 18.0% |
| Q4 25 | -2.4% | -1.8% | ||
| Q3 25 | 3.2% | -25.0% | ||
| Q2 25 | 3.6% | -1.7% | ||
| Q1 25 | 3.0% | -23.8% | ||
| Q4 24 | 2.6% | -5.7% | ||
| Q3 24 | 2.8% | -5.6% | ||
| Q2 24 | 5.3% | 0.5% | ||
| Q1 24 | 4.8% | -2.9% |
| Q4 25 | -5.4% | -5.2% | ||
| Q3 25 | 0.6% | -45.4% | ||
| Q2 25 | 2.6% | -2.6% | ||
| Q1 25 | 0.5% | -24.5% | ||
| Q4 24 | -1.0% | -7.6% | ||
| Q3 24 | 0.7% | -8.0% | ||
| Q2 24 | 1.1% | -1.9% | ||
| Q1 24 | 1.3% | -2.9% |
| Q4 25 | $-0.62 | $-0.50 | ||
| Q3 25 | $0.07 | $-4.30 | ||
| Q2 25 | $0.32 | $-0.25 | ||
| Q1 25 | $0.06 | $-2.24 | ||
| Q4 24 | $-0.11 | $-0.80 | ||
| Q3 24 | $0.08 | $-0.88 | ||
| Q2 24 | $0.15 | $-0.22 | ||
| Q1 24 | $0.17 | $-0.32 |
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 | $136.1M |
| 总债务越低越好 | $4.0B | $1.1B |
| 股东权益账面价值 | $640.0M | $92.2M |
| 总资产 | $6.7B | $2.1B |
| 负债/权益比越低杠杆越低 | 6.31× | 12.47× |
8季度趋势，按日历期对齐
| Q4 25 | $708.9M | $136.1M | ||
| Q3 25 | $714.1M | $106.7M | ||
| Q2 25 | $586.5M | $134.1M | ||
| Q1 25 | $549.2M | $132.5M | ||
| Q4 24 | $552.9M | $150.3M | ||
| Q3 24 | $542.5M | $208.5M | ||
| Q2 24 | $519.9M | $212.8M | ||
| Q1 24 | $469.8M | $234.5M |
| Q4 25 | $4.0B | $1.1B | ||
| Q3 25 | $2.6B | $1.2B | ||
| Q2 25 | $2.6B | $1.2B | ||
| Q1 25 | $2.6B | $1.2B | ||
| Q4 24 | $2.6B | $1.2B | ||
| Q3 24 | $2.6B | $1.2B | ||
| Q2 24 | $2.7B | $1.2B | ||
| Q1 24 | $2.7B | $1.2B |
| Q4 25 | $640.0M | $92.2M | ||
| Q3 25 | $718.4M | $113.9M | ||
| Q2 25 | $673.0M | $477.1M | ||
| Q1 25 | $596.3M | $452.1M | ||
| Q4 24 | $562.8M | $620.1M | ||
| Q3 24 | $616.3M | $720.3M | ||
| Q2 24 | $609.6M | $770.0M | ||
| Q1 24 | $621.4M | $811.5M |
| Q4 25 | $6.7B | $2.1B | ||
| Q3 25 | $5.3B | $2.2B | ||
| Q2 25 | $5.3B | $2.5B | ||
| Q1 25 | $5.1B | $2.4B | ||
| Q4 24 | $5.1B | $2.6B | ||
| Q3 24 | $5.3B | $2.8B | ||
| Q2 24 | $5.3B | $2.9B | ||
| Q1 24 | $5.4B | $2.9B |
| Q4 25 | 6.31× | 12.47× | ||
| Q3 25 | 3.61× | 10.14× | ||
| Q2 25 | 3.86× | 2.42× | ||
| Q1 25 | 4.38× | 2.56× | ||
| Q4 24 | 4.58× | 1.86× | ||
| Q3 24 | 4.28× | 1.64× | ||
| Q2 24 | 4.42× | 1.53× | ||
| Q1 24 | 4.40× | 1.46× |
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 | $32.8M |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $3.4M |
| 自由现金流率自由现金流/营收 | 4.0% | 0.4% |
| 资本支出强度资本支出/营收 | 4.8% | 3.7% |
| 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 | $-124.6M |
8季度趋势，按日历期对齐
| Q4 25 | $120.5M | $32.8M | ||
| Q3 25 | $143.3M | $11.2M | ||
| Q2 25 | $91.9M | $34.6M | ||
| Q1 25 | $55.9M | $-83.5M | ||
| Q4 24 | $151.2M | $28.2M | ||
| Q3 24 | $143.6M | $37.6M | ||
| Q2 24 | $142.8M | $51.4M | ||
| Q1 24 | $17.8M | $-11.0M |
| Q4 25 | $54.7M | $3.4M | ||
| Q3 25 | $79.2M | $-13.1M | ||
| Q2 25 | $34.6M | $5.3M | ||
| Q1 25 | $-13.4M | $-120.3M | ||
| Q4 24 | $73.2M | $-23.9M | ||
| Q3 24 | $70.4M | $-4.3M | ||
| Q2 24 | $94.0M | $14.7M | ||
| Q1 24 | $-30.2M | $-42.2M |
| Q4 25 | 4.0% | 0.4% | ||
| Q3 25 | 5.3% | -1.6% | ||
| Q2 25 | 2.3% | 0.6% | ||
| Q1 25 | -0.9% | -15.5% | ||
| Q4 24 | 5.3% | -2.7% | ||
| Q3 24 | 4.7% | -0.5% | ||
| Q2 24 | 5.8% | 1.5% | ||
| Q1 24 | -1.9% | -4.4% |
| Q4 25 | 4.8% | 3.7% | ||
| Q3 25 | 4.3% | 3.0% | ||
| Q2 25 | 3.7% | 3.6% | ||
| Q1 25 | 4.9% | 4.7% | ||
| Q4 24 | 5.6% | 5.8% | ||
| Q3 24 | 4.9% | 4.5% | ||
| Q2 24 | 3.0% | 3.7% | ||
| Q1 24 | 3.0% | 3.3% |
| Q4 25 | — | — | ||
| Q3 25 | 15.58× | — | ||
| 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% |
JELD
| North America Segment | $522.0M | 65% |
| Europe Segment | $280.0M | 35% |
