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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与NEW JERSEY RESOURCES CORP（NJR）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NEW JERSEY RESOURCES CORP的1.5倍（$1.4B vs $939.4M），NEW JERSEY RESOURCES CORP净利率更高（23.3% vs -5.4%，领先28.7%），AMERICAN AXLE & MANUFACTURING HOLDINGS INC同比增速更快（0.2% vs -33.0%），过去两年NEW JERSEY RESOURCES CORP的营收复合增速更高（111.6% 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。
新泽西资源公司是总部位于美国新泽西州沃尔镇的能源服务控股企业，位列财富1000强及福布斯白金400强，核心子公司为新泽西天然气公司，主要围绕能源领域开展相关业务运营。
AXL vs NJR — 直观对比
营收规模更大
AXL
是对方的1.5倍
$939.4M
营收增速更快
AXL
高出33.2%
-33.0%
净利率更高
NJR
高出28.7%
-5.4%
两年增速更快
NJR
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $939.4M |
| 净利润 | $-75.3M | $218.9M |
| 毛利率 | 10.2% | — |
| 营业利润率 | -2.4% | 32.0% |
| 净利率 | -5.4% | 23.3% |
| 营收同比 | 0.2% | -33.0% |
| 净利润同比 | -449.6% | 7.2% |
| 每股收益（稀释后） | $-0.62 | $2.16 |
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AXLNJR
| Q1 26 | — | $939.4M | ||
| Q4 25 | $1.4B | $440.9M | ||
| Q3 25 | $1.5B | $188.3M | ||
| Q2 25 | $1.5B | $234.8M | ||
| Q1 25 | $1.4B | $569.2M | ||
| Q4 24 | $1.4B | $359.0M | ||
| Q3 24 | $1.5B | $265.7M | ||
| Q2 24 | $1.6B | $209.9M |
净利润AXLNJR
| Q1 26 | — | $218.9M | ||
| Q4 25 | $-75.3M | $122.5M | ||
| Q3 25 | $9.2M | $15.1M | ||
| Q2 25 | $39.3M | $-15.1M | ||
| Q1 25 | $7.1M | $204.3M | ||
| Q4 24 | $-13.7M | $131.3M | ||
| Q3 24 | $10.0M | $91.1M | ||
| Q2 24 | $18.2M | $-11.6M |
毛利率AXLNJR
| Q1 26 | — | — | ||
| Q4 25 | 10.2% | — | ||
| Q3 25 | 12.6% | — | ||
| Q2 25 | 13.1% | — | ||
| Q1 25 | 12.3% | — | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | 11.4% | — | ||
| Q2 24 | 13.3% | — |
营业利润率AXLNJR
| Q1 26 | — | 32.0% | ||
| Q4 25 | -2.4% | 40.6% | ||
| Q3 25 | 3.2% | 21.5% | ||
| Q2 25 | 3.6% | -0.5% | ||
| Q1 25 | 3.0% | 49.2% | ||
| Q4 24 | 2.6% | 52.8% | ||
| Q3 24 | 2.8% | 55.0% | ||
| Q2 24 | 5.3% | 2.8% |
净利率AXLNJR
| Q1 26 | — | 23.3% | ||
| Q4 25 | -5.4% | 27.8% | ||
| Q3 25 | 0.6% | 8.0% | ||
| Q2 25 | 2.6% | -6.4% | ||
| Q1 25 | 0.5% | 35.9% | ||
| Q4 24 | -1.0% | 36.6% | ||
| Q3 24 | 0.7% | 34.3% | ||
| Q2 24 | 1.1% | -5.5% |
每股收益（稀释后）AXLNJR
| Q1 26 | — | $2.16 | ||
| Q4 25 | $-0.62 | $1.21 | ||
| Q3 25 | $0.07 | $0.15 | ||
| Q2 25 | $0.32 | $-0.15 | ||
| Q1 25 | $0.06 | $2.02 | ||
| Q4 24 | $-0.11 | $1.31 | ||
| Q3 24 | $0.08 | $0.91 | ||
| Q2 24 | $0.15 | $-0.12 |
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 | — |
| 总资产 | $6.7B | — |
| 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AXLNJR
| Q1 26 | — | — | ||
| Q4 25 | $708.9M | $2.4M | ||
| Q3 25 | $714.1M | $591.0K | ||
| Q2 25 | $586.5M | $931.0K | ||
| Q1 25 | $549.2M | $83.7M | ||
| Q4 24 | $552.9M | $1.9M | ||
| Q3 24 | $542.5M | $1.0M | ||
| Q2 24 | $519.9M | $22.4M |
总债务AXLNJR
| Q1 26 | — | — | ||
| Q4 25 | $4.0B | $3.3B | ||
| Q3 25 | $2.6B | $3.3B | ||
| Q2 25 | $2.6B | $3.0B | ||
| Q1 25 | $2.6B | $3.0B | ||
| Q4 24 | $2.6B | $3.0B | ||
| Q3 24 | $2.6B | $2.9B | ||
| Q2 24 | $2.7B | $2.8B |
股东权益AXLNJR
| Q1 26 | — | — | ||
| Q4 25 | $640.0M | $2.5B | ||
| Q3 25 | $718.4M | $2.4B | ||
| Q2 25 | $673.0M | $2.4B | ||
| Q1 25 | $596.3M | $2.5B | ||
| Q4 24 | $562.8M | $2.3B | ||
| Q3 24 | $616.3M | $2.2B | ||
| Q2 24 | $609.6M | $2.1B |
总资产AXLNJR
| Q1 26 | — | — | ||
| Q4 25 | $6.7B | $7.9B | ||
| Q3 25 | $5.3B | $7.6B | ||
| Q2 25 | $5.3B | $7.3B | ||
| Q1 25 | $5.1B | $7.3B | ||
| Q4 24 | $5.1B | $7.2B | ||
| Q3 24 | $5.3B | $7.0B | ||
| Q2 24 | $5.3B | $6.8B |
负债/权益比AXLNJR
| Q1 26 | — | — | ||
| Q4 25 | 6.31× | 1.32× | ||
| Q3 25 | 3.61× | 1.36× | ||
| Q2 25 | 3.86× | 1.25× | ||
| Q1 25 | 4.38× | 1.20× | ||
| Q4 24 | 4.58× | 1.29× | ||
| Q3 24 | 4.28× | 1.31× | ||
| Q2 24 | 4.42× | 1.30× |
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% | — |
| 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AXLNJR
| Q1 26 | — | — | ||
| Q4 25 | $120.5M | $26.7M | ||
| Q3 25 | $143.3M | $81.2M | ||
| Q2 25 | $91.9M | $-28.9M | ||
| Q1 25 | $55.9M | $423.0M | ||
| Q4 24 | $151.2M | $-9.0M | ||
| Q3 24 | $143.6M | $64.5M | ||
| Q2 24 | $142.8M | $24.3M |
自由现金流AXLNJR
| Q1 26 | — | — | ||
| Q4 25 | $54.7M | — | ||
| Q3 25 | $79.2M | — | ||
| Q2 25 | $34.6M | — | ||
| Q1 25 | $-13.4M | — | ||
| Q4 24 | $73.2M | — | ||
| Q3 24 | $70.4M | — | ||
| Q2 24 | $94.0M | — |
自由现金流率AXLNJR
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | — | ||
| Q3 25 | 5.3% | — | ||
| Q2 25 | 2.3% | — | ||
| Q1 25 | -0.9% | — | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 4.7% | — | ||
| Q2 24 | 5.8% | — |
资本支出强度AXLNJR
| Q1 26 | — | — | ||
| Q4 25 | 4.8% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 3.7% | — | ||
| Q1 25 | 4.9% | — | ||
| Q4 24 | 5.6% | — | ||
| Q3 24 | 4.9% | — | ||
| Q2 24 | 3.0% | — |
现金转化率AXLNJR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.22× | ||
| Q3 25 | 15.58× | 5.39× | ||
| Q2 25 | 2.34× | — | ||
| Q1 25 | 7.87× | 2.07× | ||
| Q4 24 | — | -0.07× | ||
| Q3 24 | 14.36× | 0.71× | ||
| Q2 24 | 7.85× | — |
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% |
NJR
| Utility | $640.9M | 68% |
| Nonutility | $298.5M | 32% |
