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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与NVR, Inc.（NVR）财务数据对比。点击上方公司名可切换其他公司
NVR, Inc.的季度营收约是AMERICAN AXLE & MANUFACTURING HOLDINGS INC的1.3倍（$1.8B vs $1.4B），NVR, Inc.净利率更高（10.8% vs -5.4%，领先16.3%），AMERICAN AXLE & MANUFACTURING HOLDINGS INC同比增速更快（0.2% vs -21.9%），过去两年AMERICAN AXLE & MANUFACTURING HOLDINGS INC的营收复合增速更高（-7.2% vs -16.2%）
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。
NVR, Inc.是总部位于美国弗吉尼亚州雷斯顿的知名住宅建造企业，同时运营抵押贷款银行及产权服务相关业务。公司业务主要布局美国东海岸，覆盖14个州及华盛顿特区，2021年有22%的营收来自华盛顿大都会区。
AXL vs NVR — 直观对比
营收规模更大
NVR
是对方的1.3倍
$1.4B
营收增速更快
AXL
高出22.2%
-21.9%
净利率更高
NVR
高出16.3%
-5.4%
两年增速更快
AXL
近两年复合增速
-16.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.8B |
| 净利润 | $-75.3M | $198.4M |
| 毛利率 | 10.2% | 180.4% |
| 营业利润率 | -2.4% | — |
| 净利率 | -5.4% | 10.8% |
| 营收同比 | 0.2% | -21.9% |
| 净利润同比 | -449.6% | — |
| 每股收益（稀释后） | $-0.62 | $67.76 |
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AXLNVR
| Q1 26 | — | $1.8B | ||
| Q4 25 | $1.4B | $2.7B | ||
| Q3 25 | $1.5B | $2.6B | ||
| Q2 25 | $1.5B | $2.6B | ||
| Q1 25 | $1.4B | $2.4B | ||
| Q4 24 | $1.4B | $2.8B | ||
| Q3 24 | $1.5B | $2.7B | ||
| Q2 24 | $1.6B | $2.6B |
净利润AXLNVR
| Q1 26 | — | $198.4M | ||
| Q4 25 | $-75.3M | $363.8M | ||
| Q3 25 | $9.2M | $342.7M | ||
| Q2 25 | $39.3M | $333.7M | ||
| Q1 25 | $7.1M | $299.6M | ||
| Q4 24 | $-13.7M | $457.4M | ||
| Q3 24 | $10.0M | $429.3M | ||
| Q2 24 | $18.2M | $400.9M |
毛利率AXLNVR
| Q1 26 | — | 180.4% | ||
| 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AXLNVR
| Q1 26 | — | — | ||
| Q4 25 | -2.4% | — | ||
| Q3 25 | 3.2% | — | ||
| Q2 25 | 3.6% | — | ||
| Q1 25 | 3.0% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 2.8% | — | ||
| Q2 24 | 5.3% | — |
净利率AXLNVR
| Q1 26 | — | 10.8% | ||
| Q4 25 | -5.4% | 13.4% | ||
| Q3 25 | 0.6% | 13.1% | ||
| Q2 25 | 2.6% | 12.8% | ||
| Q1 25 | 0.5% | 12.5% | ||
| Q4 24 | -1.0% | 16.1% | ||
| Q3 24 | 0.7% | 15.7% | ||
| Q2 24 | 1.1% | 15.3% |
每股收益（稀释后）AXLNVR
| Q1 26 | — | $67.76 | ||
| Q4 25 | $-0.62 | $120.85 | ||
| Q3 25 | $0.07 | $112.33 | ||
| Q2 25 | $0.32 | $108.54 | ||
| Q1 25 | $0.06 | $94.83 | ||
| Q4 24 | $-0.11 | $139.09 | ||
| Q3 24 | $0.08 | $130.50 | ||
| Q2 24 | $0.15 | $120.69 |
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 | $1.6B |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $640.0M | $3.5B |
| 总资产 | $6.7B | $5.6B |
| 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AXLNVR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $708.9M | — | ||
| Q3 25 | $714.1M | — | ||
| Q2 25 | $586.5M | — | ||
| Q1 25 | $549.2M | — | ||
| Q4 24 | $552.9M | — | ||
| Q3 24 | $542.5M | — | ||
| Q2 24 | $519.9M | — |
总债务AXLNVR
| Q1 26 | — | — | ||
| 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 | — |
股东权益AXLNVR
| Q1 26 | — | $3.5B | ||
| Q4 25 | $640.0M | $3.9B | ||
| Q3 25 | $718.4M | $4.0B | ||
| Q2 25 | $673.0M | $3.8B | ||
| Q1 25 | $596.3M | $4.0B | ||
| Q4 24 | $562.8M | $4.2B | ||
| Q3 24 | $616.3M | $4.3B | ||
| Q2 24 | $609.6M | $4.1B |
总资产AXLNVR
| Q1 26 | — | $5.6B | ||
| Q4 25 | $6.7B | $5.9B | ||
| Q3 25 | $5.3B | $6.0B | ||
| Q2 25 | $5.3B | $5.9B | ||
| Q1 25 | $5.1B | $6.2B | ||
| Q4 24 | $5.1B | $6.4B | ||
| Q3 24 | $5.3B | $6.5B | ||
| Q2 24 | $5.3B | $6.4B |
负债/权益比AXLNVR
| Q1 26 | — | — | ||
| 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× | — |
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AXLNVR
| Q1 26 | — | — | ||
| Q4 25 | $120.5M | $439.7M | ||
| Q3 25 | $143.3M | $438.7M | ||
| Q2 25 | $91.9M | $35.1M | ||
| Q1 25 | $55.9M | $207.8M | ||
| Q4 24 | $151.2M | $637.0M | ||
| Q3 24 | $143.6M | $358.3M | ||
| Q2 24 | $142.8M | $232.7M |
自由现金流AXLNVR
| Q1 26 | — | — | ||
| Q4 25 | $54.7M | $436.0M | ||
| Q3 25 | $79.2M | $433.3M | ||
| Q2 25 | $34.6M | $26.8M | ||
| Q1 25 | $-13.4M | $200.7M | ||
| Q4 24 | $73.2M | $631.5M | ||
| Q3 24 | $70.4M | $350.1M | ||
| Q2 24 | $94.0M | $226.3M |
自由现金流率AXLNVR
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 16.1% | ||
| Q3 25 | 5.3% | 16.6% | ||
| Q2 25 | 2.3% | 1.0% | ||
| Q1 25 | -0.9% | 8.4% | ||
| Q4 24 | 5.3% | 22.2% | ||
| Q3 24 | 4.7% | 12.8% | ||
| Q2 24 | 5.8% | 8.7% |
资本支出强度AXLNVR
| Q1 26 | — | — | ||
| Q4 25 | 4.8% | 0.1% | ||
| Q3 25 | 4.3% | 0.2% | ||
| Q2 25 | 3.7% | 0.3% | ||
| Q1 25 | 4.9% | 0.3% | ||
| Q4 24 | 5.6% | 0.2% | ||
| Q3 24 | 4.9% | 0.3% | ||
| Q2 24 | 3.0% | 0.2% |
现金转化率AXLNVR
| Q1 26 | — | — | ||
| Q4 25 | — | 1.21× | ||
| Q3 25 | 15.58× | 1.28× | ||
| Q2 25 | 2.34× | 0.11× | ||
| Q1 25 | 7.87× | 0.69× | ||
| Q4 24 | — | 1.39× | ||
| Q3 24 | 14.36× | 0.83× | ||
| Q2 24 | 7.85× | 0.58× |
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% |
NVR
暂无分部数据
