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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与Liberty Energy Inc.（LBRT）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Liberty Energy Inc.的1.4倍（$1.4B vs $1.0B），Liberty Energy Inc.净利率更高（2.2% vs -5.4%，领先7.7%），Liberty Energy Inc.同比增速更快（4.5% vs 0.2%），过去两年Liberty Energy Inc.的营收复合增速更高（-6.2% 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。
Liberty Energy Inc.是北美领先的能源服务供应商，专注为油气运营企业提供水力压裂及完井解决方案，服务覆盖美国主要页岩产区，供应低排放作业设备及定制化支持，帮助提升油气井生产效率。
AXL vs LBRT — 直观对比
营收规模更大
AXL
是对方的1.4倍
$1.0B
营收增速更快
LBRT
高出4.2%
0.2%
净利率更高
LBRT
高出7.7%
-5.4%
两年增速更快
LBRT
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.0B |
| 净利润 | $-75.3M | $22.6M |
| 毛利率 | 10.2% | — |
| 营业利润率 | -2.4% | 2.2% |
| 净利率 | -5.4% | 2.2% |
| 营收同比 | 0.2% | 4.5% |
| 净利润同比 | -449.6% | — |
| 每股收益（稀释后） | $-0.62 | $0.14 |
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AXLLBRT
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.4B | $1.0B | ||
| Q3 25 | $1.5B | $947.4M | ||
| Q2 25 | $1.5B | $1.0B | ||
| Q1 25 | $1.4B | $977.5M | ||
| Q4 24 | $1.4B | $943.6M | ||
| Q3 24 | $1.5B | $1.1B | ||
| Q2 24 | $1.6B | $1.2B |
净利润AXLLBRT
| Q1 26 | — | $22.6M | ||
| Q4 25 | $-75.3M | $13.7M | ||
| Q3 25 | $9.2M | $43.1M | ||
| Q2 25 | $39.3M | $71.0M | ||
| Q1 25 | $7.1M | $20.1M | ||
| Q4 24 | $-13.7M | $51.9M | ||
| Q3 24 | $10.0M | $73.8M | ||
| Q2 24 | $18.2M | $108.4M |
毛利率AXLLBRT
| Q1 26 | — | — | ||
| Q4 25 | 10.2% | 20.6% | ||
| Q3 25 | 12.6% | 18.7% | ||
| Q2 25 | 13.1% | 22.1% | ||
| Q1 25 | 12.3% | 22.1% | ||
| Q4 24 | 11.2% | 21.4% | ||
| Q3 24 | 11.4% | 26.2% | ||
| Q2 24 | 13.3% | 27.9% |
营业利润率AXLLBRT
| Q1 26 | — | 2.2% | ||
| Q4 25 | -2.4% | 1.9% | ||
| Q3 25 | 3.2% | -0.3% | ||
| Q2 25 | 3.6% | 3.6% | ||
| Q1 25 | 3.0% | 1.9% | ||
| Q4 24 | 2.6% | 2.6% | ||
| Q3 24 | 2.8% | 9.4% | ||
| Q2 24 | 5.3% | 12.2% |
净利率AXLLBRT
| Q1 26 | — | 2.2% | ||
| Q4 25 | -5.4% | 1.3% | ||
| Q3 25 | 0.6% | 4.5% | ||
| Q2 25 | 2.6% | 6.8% | ||
| Q1 25 | 0.5% | 2.1% | ||
| Q4 24 | -1.0% | 5.5% | ||
| Q3 24 | 0.7% | 6.5% | ||
| Q2 24 | 1.1% | 9.3% |
每股收益（稀释后）AXLLBRT
| Q1 26 | — | $0.14 | ||
| Q4 25 | $-0.62 | $0.08 | ||
| Q3 25 | $0.07 | $0.26 | ||
| Q2 25 | $0.32 | $0.43 | ||
| Q1 25 | $0.06 | $0.12 | ||
| Q4 24 | $-0.11 | $0.31 | ||
| Q3 24 | $0.08 | $0.44 | ||
| Q2 24 | $0.15 | $0.64 |
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 | $699.1M |
| 总债务越低越好 | $4.0B | $7.1M |
| 股东权益账面价值 | $640.0M | $1.9B |
| 总资产 | $6.7B | $4.4B |
| 负债/权益比越低杠杆越低 | 6.31× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资AXLLBRT
| Q1 26 | — | $699.1M | ||
| Q4 25 | $708.9M | $27.6M | ||
| Q3 25 | $714.1M | $13.5M | ||
| Q2 25 | $586.5M | $19.6M | ||
| Q1 25 | $549.2M | $24.1M | ||
| Q4 24 | $552.9M | $20.0M | ||
| Q3 24 | $542.5M | $23.0M | ||
| Q2 24 | $519.9M | $30.0M |
总债务AXLLBRT
| Q1 26 | — | $7.1M | ||
| Q4 25 | $4.0B | $246.6M | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | $190.5M | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.7B | — |
股东权益AXLLBRT
| Q1 26 | — | $1.9B | ||
| Q4 25 | $640.0M | $2.1B | ||
| Q3 25 | $718.4M | $2.1B | ||
| Q2 25 | $673.0M | $2.0B | ||
| Q1 25 | $596.3M | $2.0B | ||
| Q4 24 | $562.8M | $2.0B | ||
| Q3 24 | $616.3M | $2.0B | ||
| Q2 24 | $609.6M | $1.9B |
总资产AXLLBRT
| Q1 26 | — | $4.4B | ||
| Q4 25 | $6.7B | $3.6B | ||
| Q3 25 | $5.3B | $3.5B | ||
| Q2 25 | $5.3B | $3.4B | ||
| Q1 25 | $5.1B | $3.4B | ||
| Q4 24 | $5.1B | $3.3B | ||
| Q3 24 | $5.3B | $3.3B | ||
| Q2 24 | $5.3B | $3.2B |
负债/权益比AXLLBRT
| Q1 26 | — | 0.00× | ||
| Q4 25 | 6.31× | 0.12× | ||
| Q3 25 | 3.61× | — | ||
| Q2 25 | 3.86× | — | ||
| Q1 25 | 4.38× | — | ||
| Q4 24 | 4.58× | 0.10× | ||
| 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 | — |
| 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% | 13.1% |
| 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AXLLBRT
| Q1 26 | — | — | ||
| Q4 25 | $120.5M | $195.4M | ||
| Q3 25 | $143.3M | $51.5M | ||
| Q2 25 | $91.9M | $170.6M | ||
| Q1 25 | $55.9M | $192.1M | ||
| Q4 24 | $151.2M | $177.3M | ||
| Q3 24 | $143.6M | $244.5M | ||
| Q2 24 | $142.8M | $248.2M |
自由现金流AXLLBRT
| Q1 26 | — | — | ||
| Q4 25 | $54.7M | $-10.0M | ||
| Q3 25 | $79.2M | $-67.2M | ||
| Q2 25 | $34.6M | $33.1M | ||
| Q1 25 | $-13.4M | $58.2M | ||
| Q4 24 | $73.2M | $-26.2M | ||
| Q3 24 | $70.4M | $77.9M | ||
| Q2 24 | $94.0M | $112.2M |
自由现金流率AXLLBRT
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | -1.0% | ||
| Q3 25 | 5.3% | -7.1% | ||
| Q2 25 | 2.3% | 3.2% | ||
| Q1 25 | -0.9% | 6.0% | ||
| Q4 24 | 5.3% | -2.8% | ||
| Q3 24 | 4.7% | 6.8% | ||
| Q2 24 | 5.8% | 9.7% |
资本支出强度AXLLBRT
| Q1 26 | — | 13.1% | ||
| Q4 25 | 4.8% | 19.8% | ||
| Q3 25 | 4.3% | 12.5% | ||
| Q2 25 | 3.7% | 13.2% | ||
| Q1 25 | 4.9% | 13.7% | ||
| Q4 24 | 5.6% | 21.6% | ||
| Q3 24 | 4.9% | 14.6% | ||
| Q2 24 | 3.0% | 11.7% |
现金转化率AXLLBRT
| Q1 26 | — | — | ||
| Q4 25 | — | 14.28× | ||
| Q3 25 | 15.58× | 1.20× | ||
| Q2 25 | 2.34× | 2.40× | ||
| Q1 25 | 7.87× | 9.55× | ||
| Q4 24 | — | 3.42× | ||
| Q3 24 | 14.36× | 3.31× | ||
| Q2 24 | 7.85× | 2.29× |
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% |
LBRT
暂无分部数据
