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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与Opendoor Technologies Inc.（OPEN）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Opendoor Technologies Inc.的1.9倍（$1.4B vs $720.0M），AMERICAN AXLE & MANUFACTURING HOLDINGS INC净利率更高（-5.4% vs -24.0%，领先18.6%），AMERICAN AXLE & MANUFACTURING HOLDINGS INC同比增速更快（0.2% vs -37.6%），过去两年AMERICAN AXLE & MANUFACTURING HOLDINGS INC的营收复合增速更高（-7.2% vs -31.0%）
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。
Opendoor Technologies Inc.是一家主营住宅房地产买卖的线上企业，总部位于旧金山。平台可通过线上流程向房主提供房屋即时现金报价，收购房产后进行修缮再重新挂牌出售，同时还提供基于移动端应用的购房服务及配套融资方案，截至2021年11月业务覆盖美国44个区域市场。
AXL vs OPEN — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $720.0M |
| 净利润 | $-75.3M | $-173.0M |
| 毛利率 | 10.2% | 10.0% |
| 营业利润率 | -2.4% | 67.9% |
| 净利率 | -5.4% | -24.0% |
| 营收同比 | 0.2% | -37.6% |
| 净利润同比 | -449.6% | -103.5% |
| 每股收益（稀释后） | $-0.62 | $-0.18 |
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 | — | $720.0M | ||
| Q4 25 | $1.4B | $736.0M | ||
| Q3 25 | $1.5B | $915.0M | ||
| Q2 25 | $1.5B | $1.6B | ||
| Q1 25 | $1.4B | $1.2B | ||
| Q4 24 | $1.4B | $1.1B | ||
| Q3 24 | $1.5B | $1.4B | ||
| Q2 24 | $1.6B | $1.5B |
| Q1 26 | — | $-173.0M | ||
| Q4 25 | $-75.3M | $-1.1B | ||
| Q3 25 | $9.2M | $-90.0M | ||
| Q2 25 | $39.3M | $-29.0M | ||
| Q1 25 | $7.1M | $-85.0M | ||
| Q4 24 | $-13.7M | $-113.0M | ||
| Q3 24 | $10.0M | $-78.0M | ||
| Q2 24 | $18.2M | $-92.0M |
| Q1 26 | — | 10.0% | ||
| Q4 25 | 10.2% | 7.7% | ||
| Q3 25 | 12.6% | 7.2% | ||
| Q2 25 | 13.1% | 8.2% | ||
| Q1 25 | 12.3% | 8.6% | ||
| Q4 24 | 11.2% | 7.8% | ||
| Q3 24 | 11.4% | 7.6% | ||
| Q2 24 | 13.3% | 8.5% |
| Q1 26 | — | 67.9% | ||
| Q4 25 | -2.4% | -20.4% | ||
| Q3 25 | 3.2% | -7.4% | ||
| Q2 25 | 3.6% | -0.8% | ||
| Q1 25 | 3.0% | -4.9% | ||
| Q4 24 | 2.6% | -8.7% | ||
| Q3 24 | 2.8% | -4.9% | ||
| Q2 24 | 5.3% | -4.8% |
| Q1 26 | — | -24.0% | ||
| Q4 25 | -5.4% | -148.9% | ||
| Q3 25 | 0.6% | -9.8% | ||
| Q2 25 | 2.6% | -1.9% | ||
| Q1 25 | 0.5% | -7.4% | ||
| Q4 24 | -1.0% | -10.4% | ||
| Q3 24 | 0.7% | -5.7% | ||
| Q2 24 | 1.1% | -6.1% |
| Q1 26 | — | $-0.18 | ||
| Q4 25 | $-0.62 | $-1.42 | ||
| Q3 25 | $0.07 | $-0.12 | ||
| Q2 25 | $0.32 | $-0.04 | ||
| Q1 25 | $0.06 | $-0.12 | ||
| Q4 24 | $-0.11 | $-0.16 | ||
| Q3 24 | $0.08 | $-0.11 | ||
| Q2 24 | $0.15 | $-0.13 |
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 | $999.0M |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $640.0M | $954.0M |
| 总资产 | $6.7B | $2.3B |
| 负债/权益比越低杠杆越低 | 6.31× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $999.0M | ||
| Q4 25 | $708.9M | $962.0M | ||
| Q3 25 | $714.1M | $962.0M | ||
| Q2 25 | $586.5M | $789.0M | ||
| Q1 25 | $549.2M | $559.0M | ||
| Q4 24 | $552.9M | $679.0M | ||
| Q3 24 | $542.5M | $837.0M | ||
| Q2 24 | $519.9M | $809.0M |
| 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 | — |
| Q1 26 | — | $954.0M | ||
| Q4 25 | $640.0M | $1.0B | ||
| Q3 25 | $718.4M | $811.0M | ||
| Q2 25 | $673.0M | $631.0M | ||
| Q1 25 | $596.3M | $645.0M | ||
| Q4 24 | $562.8M | $713.0M | ||
| Q3 24 | $616.3M | $801.0M | ||
| Q2 24 | $609.6M | $845.0M |
| Q1 26 | — | $2.3B | ||
| Q4 25 | $6.7B | $2.4B | ||
| Q3 25 | $5.3B | $2.7B | ||
| Q2 25 | $5.3B | $2.9B | ||
| Q1 25 | $5.1B | $3.3B | ||
| Q4 24 | $5.1B | $3.1B | ||
| Q3 24 | $5.3B | $3.4B | ||
| Q2 24 | $5.3B | $3.4B |
| 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 | $-246.0M |
| 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
| Q1 26 | — | $-246.0M | ||
| Q4 25 | $120.5M | $70.0M | ||
| Q3 25 | $143.3M | $435.0M | ||
| Q2 25 | $91.9M | $823.0M | ||
| Q1 25 | $55.9M | $-279.0M | ||
| Q4 24 | $151.2M | $-80.0M | ||
| Q3 24 | $143.6M | $62.0M | ||
| Q2 24 | $142.8M | $-399.0M |
| Q1 26 | — | — | ||
| Q4 25 | $54.7M | $67.0M | ||
| Q3 25 | $79.2M | $432.0M | ||
| Q2 25 | $34.6M | $821.0M | ||
| Q1 25 | $-13.4M | $-283.0M | ||
| Q4 24 | $73.2M | $-83.0M | ||
| Q3 24 | $70.4M | $56.0M | ||
| Q2 24 | $94.0M | $-407.0M |
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 9.1% | ||
| Q3 25 | 5.3% | 47.2% | ||
| Q2 25 | 2.3% | 52.4% | ||
| Q1 25 | -0.9% | -24.5% | ||
| Q4 24 | 5.3% | -7.7% | ||
| Q3 24 | 4.7% | 4.1% | ||
| Q2 24 | 5.8% | -26.9% |
| Q1 26 | — | — | ||
| Q4 25 | 4.8% | 0.4% | ||
| Q3 25 | 4.3% | 0.3% | ||
| Q2 25 | 3.7% | 0.1% | ||
| Q1 25 | 4.9% | 0.3% | ||
| Q4 24 | 5.6% | 0.3% | ||
| Q3 24 | 4.9% | 0.4% | ||
| Q2 24 | 3.0% | 0.5% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 15.58× | — | ||
| Q2 25 | 2.34× | — | ||
| Q1 25 | 7.87× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 14.36× | — | ||
| 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% |
OPEN
暂无分部数据
