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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与诺唯真游轮控股（LINE）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的季度营收约是诺唯真游轮控股的1.0倍（$1.4B vs $1.4B），AMERICAN AXLE & MANUFACTURING HOLDINGS INC净利率更高（-5.4% vs -7.3%，领先1.8%），诺唯真游轮控股同比增速更快（3.1% vs 0.2%），AMERICAN AXLE & MANUFACTURING HOLDINGS INC自由现金流更多（$54.7M vs $35.0M）
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。
诺唯真游轮控股是一家总部位于美国、注册地为百慕大的企业，旗下全资运营诺唯真游轮、大洋游轮、丽晶七海游轮三大品牌，合并业务规模位列全球游轮运营商第三位，目前在纽约证券交易所挂牌上市。
AXL vs LINE — 直观对比
营收规模更大
AXL
是对方的1.0倍
$1.4B
营收增速更快
LINE
高出2.9%
0.2%
净利率更高
AXL
高出1.8%
-7.3%
自由现金流更多
AXL
多$19.7M
$35.0M
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.4B |
| 净利润 | $-75.3M | $-100.0M |
| 毛利率 | 10.2% | 32.3% |
| 营业利润率 | -2.4% | 2.5% |
| 净利率 | -5.4% | -7.3% |
| 营收同比 | 0.2% | 3.1% |
| 净利润同比 | -449.6% | 79.4% |
| 每股收益（稀释后） | $-0.62 | $-0.44 |
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AXLLINE
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.5B | $1.4B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.4B | $1.3B | ||
| Q3 24 | $1.5B | $1.3B | ||
| Q2 24 | $1.6B | $1.3B | ||
| Q1 24 | $1.6B | $1.3B |
净利润AXLLINE
| Q4 25 | $-75.3M | — | ||
| Q3 25 | $9.2M | $-100.0M | ||
| Q2 25 | $39.3M | $-6.0M | ||
| Q1 25 | $7.1M | $0 | ||
| Q4 24 | $-13.7M | $-71.0M | ||
| Q3 24 | $10.0M | $-485.0M | ||
| Q2 24 | $18.2M | $-68.0M | ||
| Q1 24 | $20.5M | $-40.0M |
毛利率AXLLINE
| Q4 25 | 10.2% | — | ||
| Q3 25 | 12.6% | 32.3% | ||
| Q2 25 | 13.1% | 31.9% | ||
| Q1 25 | 12.3% | 32.2% | ||
| Q4 24 | 11.2% | 32.3% | ||
| Q3 24 | 11.4% | 32.8% | ||
| Q2 24 | 13.3% | 33.4% | ||
| Q1 24 | 12.4% | 33.4% |
营业利润率AXLLINE
| Q4 25 | -2.4% | — | ||
| Q3 25 | 3.2% | 2.5% | ||
| Q2 25 | 3.6% | 1.7% | ||
| Q1 25 | 3.0% | 4.3% | ||
| Q4 24 | 2.6% | -1.6% | ||
| Q3 24 | 2.8% | -38.6% | ||
| Q2 24 | 5.3% | 5.5% | ||
| Q1 24 | 4.8% | 7.6% |
净利率AXLLINE
| Q4 25 | -5.4% | — | ||
| Q3 25 | 0.6% | -7.3% | ||
| Q2 25 | 2.6% | -0.4% | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | -1.0% | -5.3% | ||
| Q3 24 | 0.7% | -36.3% | ||
| Q2 24 | 1.1% | -5.1% | ||
| Q1 24 | 1.3% | -3.0% |
每股收益（稀释后）AXLLINE
| Q4 25 | $-0.62 | — | ||
| Q3 25 | $0.07 | $-0.44 | ||
| Q2 25 | $0.32 | $-0.03 | ||
| Q1 25 | $0.06 | $0.01 | ||
| Q4 24 | $-0.11 | $-0.52 | ||
| Q3 24 | $0.08 | $-2.44 | ||
| Q2 24 | $0.15 | $-0.46 | ||
| Q1 24 | $0.17 | $-0.28 |
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 | — |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $640.0M | $8.4B |
| 总资产 | $6.7B | $19.2B |
| 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AXLLINE
| Q4 25 | $708.9M | — | ||
| Q3 25 | $714.1M | — | ||
| Q2 25 | $586.5M | — | ||
| Q1 25 | $549.2M | — | ||
| Q4 24 | $552.9M | $173.0M | ||
| Q3 24 | $542.5M | $409.0M | ||
| Q2 24 | $519.9M | $73.0M | ||
| Q1 24 | $469.8M | — |
总债务AXLLINE
| Q4 25 | $4.0B | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.7B | — | ||
| Q1 24 | $2.7B | — |
股东权益AXLLINE
| Q4 25 | $640.0M | — | ||
| Q3 25 | $718.4M | $8.4B | ||
| Q2 25 | $673.0M | $8.6B | ||
| Q1 25 | $596.3M | $8.6B | ||
| Q4 24 | $562.8M | $8.6B | ||
| Q3 24 | $616.3M | $9.0B | ||
| Q2 24 | $609.6M | $4.9B | ||
| Q1 24 | $621.4M | $5.6B |
总资产AXLLINE
| Q4 25 | $6.7B | — | ||
| Q3 25 | $5.3B | $19.2B | ||
| Q2 25 | $5.3B | $19.4B | ||
| Q1 25 | $5.1B | $18.8B | ||
| Q4 24 | $5.1B | $18.7B | ||
| Q3 24 | $5.3B | $19.3B | ||
| Q2 24 | $5.3B | $18.8B | ||
| Q1 24 | $5.4B | — |
负债/权益比AXLLINE
| 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× | — |
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 | $230.0M |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $35.0M |
| 自由现金流率自由现金流/营收 | 4.0% | 2.5% |
| 资本支出强度资本支出/营收 | 4.8% | 14.2% |
| 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AXLLINE
| Q4 25 | $120.5M | — | ||
| Q3 25 | $143.3M | $230.0M | ||
| Q2 25 | $91.9M | $258.0M | ||
| Q1 25 | $55.9M | $139.0M | ||
| Q4 24 | $151.2M | — | ||
| Q3 24 | $143.6M | $186.0M | ||
| Q2 24 | $142.8M | $155.0M | ||
| Q1 24 | $17.8M | $105.0M |
自由现金流AXLLINE
| Q4 25 | $54.7M | — | ||
| Q3 25 | $79.2M | $35.0M | ||
| Q2 25 | $34.6M | $95.0M | ||
| Q1 25 | $-13.4M | $-12.0M | ||
| Q4 24 | $73.2M | — | ||
| Q3 24 | $70.4M | $33.0M | ||
| Q2 24 | $94.0M | $-31.0M | ||
| Q1 24 | $-30.2M | $-42.0M |
自由现金流率AXLLINE
| Q4 25 | 4.0% | — | ||
| Q3 25 | 5.3% | 2.5% | ||
| Q2 25 | 2.3% | 7.0% | ||
| Q1 25 | -0.9% | -0.9% | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 4.7% | 2.5% | ||
| Q2 24 | 5.8% | -2.3% | ||
| Q1 24 | -1.9% | -3.2% |
资本支出强度AXLLINE
| Q4 25 | 4.8% | — | ||
| Q3 25 | 4.3% | 14.2% | ||
| Q2 25 | 3.7% | 12.1% | ||
| Q1 25 | 4.9% | 11.7% | ||
| Q4 24 | 5.6% | — | ||
| Q3 24 | 4.9% | 11.5% | ||
| Q2 24 | 3.0% | 13.9% | ||
| Q1 24 | 3.0% | 11.1% |
现金转化率AXLLINE
| 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% |
LINE
| Warehousing Operations | $883.0M | 64% |
| Other | $308.0M | 22% |
| Warehouse Lease | $60.0M | 4% |
| Food Sales | $52.0M | 4% |
| E Commerce And Other | $46.0M | 3% |
| Railcar Lease | $23.0M | 2% |
| Service Other | $5.0M | 0% |
