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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与Life Time Group Holdings, Inc.（LTH）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Life Time Group Holdings, Inc.的1.8倍（$1.4B vs $788.7M），Life Time Group Holdings, Inc.净利率更高（11.2% vs -5.4%，领先16.6%），Life Time Group Holdings, Inc.同比增速更快（11.7% vs 0.2%），AMERICAN AXLE & MANUFACTURING HOLDINGS INC自由现金流更多（$54.7M vs $-61.2M），过去两年Life Time Group Holdings, Inc.的营收复合增速更高（8.7% 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。
Life Time Group Holdings是美国高端健身康养服务运营商，在全美运营连锁高端运动场馆，提供健身器材使用、团体课程、私教指导、SPA护理、营养咨询、青少年运动项目及联合办公等服务，服务于追求健康生活方式的消费群体。
AXL vs LTH — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $788.7M |
| 净利润 | $-75.3M | $88.1M |
| 毛利率 | 10.2% | — |
| 营业利润率 | -2.4% | 17.1% |
| 净利率 | -5.4% | 11.2% |
| 营收同比 | 0.2% | 11.7% |
| 净利润同比 | -449.6% | 15.8% |
| 每股收益（稀释后） | $-0.62 | $0.39 |
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
| Q1 26 | — | $788.7M | ||
| Q4 25 | $1.4B | $745.1M | ||
| Q3 25 | $1.5B | $782.6M | ||
| Q2 25 | $1.5B | $761.5M | ||
| Q1 25 | $1.4B | $706.0M | ||
| Q4 24 | $1.4B | $663.3M | ||
| Q3 24 | $1.5B | $693.2M | ||
| Q2 24 | $1.6B | $667.8M |
| Q1 26 | — | $88.1M | ||
| Q4 25 | $-75.3M | $123.0M | ||
| Q3 25 | $9.2M | $102.4M | ||
| Q2 25 | $39.3M | $72.1M | ||
| Q1 25 | $7.1M | $76.1M | ||
| Q4 24 | $-13.7M | $37.2M | ||
| Q3 24 | $10.0M | $41.4M | ||
| Q2 24 | $18.2M | $52.8M |
| Q1 26 | — | — | ||
| Q4 25 | 10.2% | 49.1% | ||
| Q3 25 | 12.6% | 47.1% | ||
| Q2 25 | 13.1% | 47.0% | ||
| Q1 25 | 12.3% | 47.5% | ||
| Q4 24 | 11.2% | 48.2% | ||
| Q3 24 | 11.4% | 46.5% | ||
| Q2 24 | 13.3% | 46.8% |
| Q1 26 | — | 17.1% | ||
| Q4 25 | -2.4% | 17.4% | ||
| Q3 25 | 3.2% | 17.3% | ||
| Q2 25 | 3.6% | 14.2% | ||
| Q1 25 | 3.0% | 15.2% | ||
| Q4 24 | 2.6% | 13.1% | ||
| Q3 24 | 2.8% | 13.5% | ||
| Q2 24 | 5.3% | 15.7% |
| Q1 26 | — | 11.2% | ||
| Q4 25 | -5.4% | 16.5% | ||
| Q3 25 | 0.6% | 13.1% | ||
| Q2 25 | 2.6% | 9.5% | ||
| Q1 25 | 0.5% | 10.8% | ||
| Q4 24 | -1.0% | 5.6% | ||
| Q3 24 | 0.7% | 6.0% | ||
| Q2 24 | 1.1% | 7.9% |
| Q1 26 | — | $0.39 | ||
| Q4 25 | $-0.62 | $0.55 | ||
| Q3 25 | $0.07 | $0.45 | ||
| Q2 25 | $0.32 | $0.32 | ||
| Q1 25 | $0.06 | $0.34 | ||
| Q4 24 | $-0.11 | $0.17 | ||
| Q3 24 | $0.08 | $0.19 | ||
| Q2 24 | $0.15 | $0.26 |
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 | $120.0M |
| 总债务越低越好 | $4.0B | $1.5B |
| 股东权益账面价值 | $640.0M | $3.2B |
| 总资产 | $6.7B | $8.1B |
| 负债/权益比越低杠杆越低 | 6.31× | 0.46× |
8季度趋势，按日历期对齐
| Q1 26 | — | $120.0M | ||
| Q4 25 | $708.9M | $204.8M | ||
| Q3 25 | $714.1M | $218.9M | ||
| Q2 25 | $586.5M | $175.5M | ||
| Q1 25 | $549.2M | $59.0M | ||
| Q4 24 | $552.9M | $10.9M | ||
| Q3 24 | $542.5M | $120.9M | ||
| Q2 24 | $519.9M | $34.5M |
| Q1 26 | — | $1.5B | ||
| Q4 25 | $4.0B | $1.5B | ||
| Q3 25 | $2.6B | $1.5B | ||
| Q2 25 | $2.6B | $1.5B | ||
| Q1 25 | $2.6B | $1.5B | ||
| Q4 24 | $2.6B | $1.5B | ||
| Q3 24 | $2.6B | $1.7B | ||
| Q2 24 | $2.7B | $1.8B |
| Q1 26 | — | $3.2B | ||
| Q4 25 | $640.0M | $3.1B | ||
| Q3 25 | $718.4M | $3.0B | ||
| Q2 25 | $673.0M | $2.9B | ||
| Q1 25 | $596.3M | $2.7B | ||
| Q4 24 | $562.8M | $2.6B | ||
| Q3 24 | $616.3M | $2.6B | ||
| Q2 24 | $609.6M | $2.4B |
| Q1 26 | — | $8.1B | ||
| Q4 25 | $6.7B | $8.0B | ||
| Q3 25 | $5.3B | $7.8B | ||
| Q2 25 | $5.3B | $7.6B | ||
| Q1 25 | $5.1B | $7.3B | ||
| Q4 24 | $5.1B | $7.2B | ||
| Q3 24 | $5.3B | $7.2B | ||
| Q2 24 | $5.3B | $7.1B |
| Q1 26 | — | 0.46× | ||
| Q4 25 | 6.31× | 0.48× | ||
| Q3 25 | 3.61× | 0.51× | ||
| Q2 25 | 3.86× | 0.53× | ||
| Q1 25 | 4.38× | 0.56× | ||
| Q4 24 | 4.58× | 0.59× | ||
| Q3 24 | 4.28× | 0.64× | ||
| Q2 24 | 4.42× | 0.78× |
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 | $198.8M |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $-61.2M |
| 自由现金流率自由现金流/营收 | 4.0% | -7.8% |
| 资本支出强度资本支出/营收 | 4.8% | 26.0% |
| 现金转化率经营现金流/净利润 | — | 2.26× |
| 过去12个月自由现金流最近4个季度 | $155.1M | $-123.6M |
8季度趋势，按日历期对齐
| Q1 26 | — | $198.8M | ||
| Q4 25 | $120.5M | $239.9M | ||
| Q3 25 | $143.3M | $251.1M | ||
| Q2 25 | $91.9M | $195.7M | ||
| Q1 25 | $55.9M | $183.9M | ||
| Q4 24 | $151.2M | $163.1M | ||
| Q3 24 | $143.6M | $151.1M | ||
| Q2 24 | $142.8M | $170.4M |
| Q1 26 | — | $-61.2M | ||
| Q4 25 | $54.7M | $-64.6M | ||
| Q3 25 | $79.2M | $28.6M | ||
| Q2 25 | $34.6M | $-26.3M | ||
| Q1 25 | $-13.4M | $41.4M | ||
| Q4 24 | $73.2M | $26.8M | ||
| Q3 24 | $70.4M | $64.0M | ||
| Q2 24 | $94.0M | $26.1M |
| Q1 26 | — | -7.8% | ||
| Q4 25 | 4.0% | -8.7% | ||
| Q3 25 | 5.3% | 3.7% | ||
| Q2 25 | 2.3% | -3.5% | ||
| Q1 25 | -0.9% | 5.9% | ||
| Q4 24 | 5.3% | 4.0% | ||
| Q3 24 | 4.7% | 9.2% | ||
| Q2 24 | 5.8% | 3.9% |
| Q1 26 | — | 26.0% | ||
| Q4 25 | 4.8% | 40.9% | ||
| Q3 25 | 4.3% | 28.4% | ||
| Q2 25 | 3.7% | 29.2% | ||
| Q1 25 | 4.9% | 20.2% | ||
| Q4 24 | 5.6% | 20.6% | ||
| Q3 24 | 4.9% | 12.6% | ||
| Q2 24 | 3.0% | 21.6% |
| Q1 26 | — | 2.26× | ||
| Q4 25 | — | 1.95× | ||
| Q3 25 | 15.58× | 2.45× | ||
| Q2 25 | 2.34× | 2.71× | ||
| Q1 25 | 7.87× | 2.41× | ||
| Q4 24 | — | 4.39× | ||
| Q3 24 | 14.36× | 3.65× | ||
| Q2 24 | 7.85× | 3.23× |
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% |
LTH
| Center revenue | $767.6M | 97% |
| Other revenue | $21.1M | 3% |
