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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与Liberty Global Ltd.（LBTYA）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 Global Ltd.的1.1倍（$1.4B vs $1.2B），AMERICAN AXLE & MANUFACTURING HOLDINGS INC净利率更高（-5.4% vs -237.0%，领先231.5%），Liberty Global Ltd.同比增速更快（187.2% vs 0.2%），Liberty Global Ltd.自由现金流更多（$193.3M vs $54.7M），过去两年AMERICAN AXLE & MANUFACTURING HOLDINGS INC的营收复合增速更高（-7.2% vs -20.4%）
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。
自由全球有限公司是一家英荷美合资的跨国电信企业，注册地位于百慕大，在伦敦、阿姆斯特丹和丹佛均设有总部。公司旗下拥有英国自由全球控股有限公司、荷兰自由全球有限公司及美国自由全球公司三大主体，其中英国主体为上市实体。企业由自由媒体国际业务部与UnitedGlobalCom于2005年合并成立，在全球电信服务领域拥有深厚的行业积累。
AXL vs LBTYA — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.2B |
| 净利润 | $-75.3M | $-2.9B |
| 毛利率 | 10.2% | 66.8% |
| 营业利润率 | -2.4% | -8.6% |
| 净利率 | -5.4% | -237.0% |
| 营收同比 | 0.2% | 187.2% |
| 净利润同比 | -449.6% | -230.0% |
| 每股收益（稀释后） | $-0.62 | $-8.66 |
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
| Q4 25 | $1.4B | $1.2B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.5B | $1.3B | ||
| Q1 25 | $1.4B | $1.2B | ||
| Q4 24 | $1.4B | $-1.4B | ||
| Q3 24 | $1.5B | $1.9B | ||
| Q2 24 | $1.6B | $1.9B | ||
| Q1 24 | $1.6B | $1.9B |
| Q4 25 | $-75.3M | $-2.9B | ||
| Q3 25 | $9.2M | $-90.7M | ||
| Q2 25 | $39.3M | $-2.8B | ||
| Q1 25 | $7.1M | $-1.3B | ||
| Q4 24 | $-13.7M | $2.2B | ||
| Q3 24 | $10.0M | $-1.4B | ||
| Q2 24 | $18.2M | $268.1M | ||
| Q1 24 | $20.5M | $510.0M |
| Q4 25 | 10.2% | 66.8% | ||
| Q3 25 | 12.6% | 67.5% | ||
| Q2 25 | 13.1% | 63.3% | ||
| Q1 25 | 12.3% | 65.6% | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | 11.4% | 69.4% | ||
| Q2 24 | 13.3% | 68.5% | ||
| Q1 24 | 12.4% | 65.4% |
| Q4 25 | -2.4% | -8.6% | ||
| Q3 25 | 3.2% | -0.7% | ||
| Q2 25 | 3.6% | 2.3% | ||
| Q1 25 | 3.0% | 5.2% | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 2.8% | 5.2% | ||
| Q2 24 | 5.3% | 1.0% | ||
| Q1 24 | 4.8% | 1.2% |
| Q4 25 | -5.4% | -237.0% | ||
| Q3 25 | 0.6% | -7.5% | ||
| Q2 25 | 2.6% | -220.1% | ||
| Q1 25 | 0.5% | -114.2% | ||
| Q4 24 | -1.0% | -158.9% | ||
| Q3 24 | 0.7% | -74.1% | ||
| Q2 24 | 1.1% | 14.3% | ||
| Q1 24 | 1.3% | 26.2% |
| Q4 25 | $-0.62 | $-8.66 | ||
| Q3 25 | $0.07 | $-0.27 | ||
| Q2 25 | $0.32 | $-8.09 | ||
| Q1 25 | $0.06 | $-3.84 | ||
| Q4 24 | $-0.11 | $6.15 | ||
| Q3 24 | $0.08 | $-3.95 | ||
| Q2 24 | $0.15 | $0.71 | ||
| Q1 24 | $0.17 | $1.32 |
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 | $2.2B |
| 总债务越低越好 | $4.0B | $7.8B |
| 股东权益账面价值 | $640.0M | $9.7B |
| 总资产 | $6.7B | $22.6B |
| 负债/权益比越低杠杆越低 | 6.31× | 0.80× |
8季度趋势，按日历期对齐
| Q4 25 | $708.9M | $2.2B | ||
| Q3 25 | $714.1M | $1.7B | ||
| Q2 25 | $586.5M | $3.1B | ||
| Q1 25 | $549.2M | $2.0B | ||
| Q4 24 | $552.9M | $2.2B | ||
| Q3 24 | $542.5M | $3.3B | ||
| Q2 24 | $519.9M | $3.2B | ||
| Q1 24 | $469.8M | $2.8B |
| Q4 25 | $4.0B | $7.8B | ||
| Q3 25 | $2.6B | $7.8B | ||
| Q2 25 | $2.6B | $7.8B | ||
| Q1 25 | $2.6B | $8.2B | ||
| Q4 24 | $2.6B | $8.2B | ||
| Q3 24 | $2.6B | $14.9B | ||
| Q2 24 | $2.7B | $14.7B | ||
| Q1 24 | $2.7B | $14.8B |
| Q4 25 | $640.0M | $9.7B | ||
| Q3 25 | $718.4M | $12.7B | ||
| Q2 25 | $673.0M | $13.0B | ||
| Q1 25 | $596.3M | $12.6B | ||
| Q4 24 | $562.8M | $12.4B | ||
| Q3 24 | $616.3M | $18.7B | ||
| Q2 24 | $609.6M | $18.3B | ||
| Q1 24 | $621.4M | $18.4B |
| Q4 25 | $6.7B | $22.6B | ||
| Q3 25 | $5.3B | $25.4B | ||
| Q2 25 | $5.3B | $27.2B | ||
| Q1 25 | $5.1B | $26.0B | ||
| Q4 24 | $5.1B | $25.4B | ||
| Q3 24 | $5.3B | $41.8B | ||
| Q2 24 | $5.3B | $40.8B | ||
| Q1 24 | $5.4B | $40.6B |
| Q4 25 | 6.31× | 0.80× | ||
| Q3 25 | 3.61× | 0.61× | ||
| Q2 25 | 3.86× | 0.60× | ||
| Q1 25 | 4.38× | 0.65× | ||
| Q4 24 | 4.58× | 0.66× | ||
| Q3 24 | 4.28× | 0.80× | ||
| Q2 24 | 4.42× | 0.80× | ||
| Q1 24 | 4.40× | 0.80× |
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 | $630.9M |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $193.3M |
| 自由现金流率自由现金流/营收 | 4.0% | 15.7% |
| 资本支出强度资本支出/营收 | 4.8% | 35.5% |
| 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 | $-132.0M |
8季度趋势，按日历期对齐
| Q4 25 | $120.5M | $630.9M | ||
| Q3 25 | $143.3M | $301.8M | ||
| Q2 25 | $91.9M | $149.2M | ||
| Q1 25 | $55.9M | $129.2M | ||
| Q4 24 | $151.2M | $791.6M | ||
| Q3 24 | $143.6M | $449.5M | ||
| Q2 24 | $142.8M | $546.1M | ||
| Q1 24 | $17.8M | $245.7M |
| Q4 25 | $54.7M | $193.3M | ||
| Q3 25 | $79.2M | $-41.1M | ||
| Q2 25 | $34.6M | $-170.1M | ||
| Q1 25 | $-13.4M | $-114.1M | ||
| Q4 24 | $73.2M | $712.9M | ||
| Q3 24 | $70.4M | $102.4M | ||
| Q2 24 | $94.0M | $256.8M | ||
| Q1 24 | $-30.2M | $-105.1M |
| Q4 25 | 4.0% | 15.7% | ||
| Q3 25 | 5.3% | -3.4% | ||
| Q2 25 | 2.3% | -13.4% | ||
| Q1 25 | -0.9% | -9.7% | ||
| Q4 24 | 5.3% | -50.5% | ||
| Q3 24 | 4.7% | 5.3% | ||
| Q2 24 | 5.8% | 13.7% | ||
| Q1 24 | -1.9% | -5.4% |
| Q4 25 | 4.8% | 35.5% | ||
| Q3 25 | 4.3% | 28.4% | ||
| Q2 25 | 3.7% | 25.2% | ||
| Q1 25 | 4.9% | 20.8% | ||
| Q4 24 | 5.6% | -5.6% | ||
| Q3 24 | 4.9% | 17.9% | ||
| Q2 24 | 3.0% | 15.4% | ||
| Q1 24 | 3.0% | 18.0% |
| Q4 25 | — | — | ||
| Q3 25 | 15.58× | — | ||
| Q2 25 | 2.34× | — | ||
| Q1 25 | 7.87× | — | ||
| Q4 24 | — | 0.35× | ||
| Q3 24 | 14.36× | — | ||
| Q2 24 | 7.85× | 2.04× | ||
| Q1 24 | 0.87× | 0.48× |
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% |
LBTYA
暂无分部数据
