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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与PINTEREST, INC.（PINS）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PINTEREST, INC.的1.0倍（$1.4B vs $1.3B），PINTEREST, INC.净利率更高（21.0% vs -5.4%，领先26.4%），PINTEREST, INC.同比增速更快（14.3% vs 0.2%），PINTEREST, INC.自由现金流更多（$380.4M vs $54.7M），过去两年PINTEREST, INC.的营收复合增速更高（33.5% 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。
Pinterest是美国社交媒体服务商，主打数字图板形式的信息发布与发现功能，用户可通过图片分享获取食谱、家居、穿搭、创意灵感等多元内容。公司由本·西尔伯曼、保罗·夏拉、埃文·夏普联合创立，总部位于旧金山。
AXL vs PINS — 直观对比
营收规模更大
AXL
是对方的1.0倍
$1.3B
营收增速更快
PINS
高出14.1%
0.2%
净利率更高
PINS
高出26.4%
-5.4%
自由现金流更多
PINS
多$325.7M
$54.7M
两年增速更快
PINS
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.3B |
| 净利润 | $-75.3M | $277.1M |
| 毛利率 | 10.2% | 82.8% |
| 营业利润率 | -2.4% | 22.8% |
| 净利率 | -5.4% | 21.0% |
| 营收同比 | 0.2% | 14.3% |
| 净利润同比 | -449.6% | -85.0% |
| 每股收益（稀释后） | $-0.62 | $0.41 |
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AXLPINS
| Q4 25 | $1.4B | $1.3B | ||
| Q3 25 | $1.5B | $1.0B | ||
| Q2 25 | $1.5B | $998.2M | ||
| Q1 25 | $1.4B | $855.0M | ||
| Q4 24 | $1.4B | $1.2B | ||
| Q3 24 | $1.5B | $898.4M | ||
| Q2 24 | $1.6B | $853.7M | ||
| Q1 24 | $1.6B | $740.0M |
净利润AXLPINS
| Q4 25 | $-75.3M | $277.1M | ||
| Q3 25 | $9.2M | $92.1M | ||
| Q2 25 | $39.3M | $38.8M | ||
| Q1 25 | $7.1M | $8.9M | ||
| Q4 24 | $-13.7M | $1.8B | ||
| Q3 24 | $10.0M | $30.6M | ||
| Q2 24 | $18.2M | $8.9M | ||
| Q1 24 | $20.5M | $-24.8M |
毛利率AXLPINS
| Q4 25 | 10.2% | 82.8% | ||
| Q3 25 | 12.6% | 79.8% | ||
| Q2 25 | 13.1% | 79.7% | ||
| Q1 25 | 12.3% | 76.7% | ||
| Q4 24 | 11.2% | 82.9% | ||
| Q3 24 | 11.4% | 79.1% | ||
| Q2 24 | 13.3% | 78.3% | ||
| Q1 24 | 12.4% | 75.5% |
营业利润率AXLPINS
| Q4 25 | -2.4% | 22.8% | ||
| Q3 25 | 3.2% | 5.6% | ||
| Q2 25 | 3.6% | -0.4% | ||
| Q1 25 | 3.0% | -4.1% | ||
| Q4 24 | 2.6% | 22.7% | ||
| Q3 24 | 2.8% | -0.7% | ||
| Q2 24 | 5.3% | -2.5% | ||
| Q1 24 | 4.8% | -7.4% |
净利率AXLPINS
| Q4 25 | -5.4% | 21.0% | ||
| Q3 25 | 0.6% | 8.8% | ||
| Q2 25 | 2.6% | 3.9% | ||
| Q1 25 | 0.5% | 1.0% | ||
| Q4 24 | -1.0% | 160.1% | ||
| Q3 24 | 0.7% | 3.4% | ||
| Q2 24 | 1.1% | 1.0% | ||
| Q1 24 | 1.3% | -3.4% |
每股收益（稀释后）AXLPINS
| Q4 25 | $-0.62 | $0.41 | ||
| Q3 25 | $0.07 | $0.13 | ||
| Q2 25 | $0.32 | $0.06 | ||
| Q1 25 | $0.06 | $0.01 | ||
| Q4 24 | $-0.11 | $2.66 | ||
| Q3 24 | $0.08 | $0.04 | ||
| Q2 24 | $0.15 | $0.01 | ||
| Q1 24 | $0.17 | $-0.04 |
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 | $969.3M |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $640.0M | $4.7B |
| 总资产 | $6.7B | $5.5B |
| 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AXLPINS
| Q4 25 | $708.9M | $969.3M | ||
| Q3 25 | $714.1M | $1.1B | ||
| Q2 25 | $586.5M | $1.2B | ||
| Q1 25 | $549.2M | $1.3B | ||
| Q4 24 | $552.9M | $1.1B | ||
| Q3 24 | $542.5M | $1.0B | ||
| Q2 24 | $519.9M | $1.4B | ||
| Q1 24 | $469.8M | $1.6B |
总债务AXLPINS
| 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AXLPINS
| Q4 25 | $640.0M | $4.7B | ||
| Q3 25 | $718.4M | $4.8B | ||
| Q2 25 | $673.0M | $4.8B | ||
| Q1 25 | $596.3M | $4.7B | ||
| Q4 24 | $562.8M | $4.8B | ||
| Q3 24 | $616.3M | $2.9B | ||
| Q2 24 | $609.6M | $3.2B | ||
| Q1 24 | $621.4M | $3.1B |
总资产AXLPINS
| Q4 25 | $6.7B | $5.5B | ||
| Q3 25 | $5.3B | $5.5B | ||
| Q2 25 | $5.3B | $5.4B | ||
| Q1 25 | $5.1B | $5.3B | ||
| Q4 24 | $5.1B | $5.3B | ||
| Q3 24 | $5.3B | $3.5B | ||
| Q2 24 | $5.3B | $3.7B | ||
| Q1 24 | $5.4B | $3.7B |
负债/权益比AXLPINS
| 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 | $391.2M |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $380.4M |
| 自由现金流率自由现金流/营收 | 4.0% | 28.8% |
| 资本支出强度资本支出/营收 | 4.8% | 0.8% |
| 现金转化率经营现金流/净利润 | — | 1.41× |
| 过去12个月自由现金流最近4个季度 | $155.1M | $1.3B |
8季度趋势，按日历期对齐
经营现金流AXLPINS
| Q4 25 | $120.5M | $391.2M | ||
| Q3 25 | $143.3M | $321.7M | ||
| Q2 25 | $91.9M | $207.7M | ||
| Q1 25 | $55.9M | $363.7M | ||
| Q4 24 | $151.2M | $254.0M | ||
| Q3 24 | $143.6M | $248.0M | ||
| Q2 24 | $142.8M | $106.4M | ||
| Q1 24 | $17.8M | $356.1M |
自由现金流AXLPINS
| Q4 25 | $54.7M | $380.4M | ||
| Q3 25 | $79.2M | $318.4M | ||
| Q2 25 | $34.6M | $196.7M | ||
| Q1 25 | $-13.4M | $356.4M | ||
| Q4 24 | $73.2M | $250.2M | ||
| Q3 24 | $70.4M | $244.1M | ||
| Q2 24 | $94.0M | $101.6M | ||
| Q1 24 | $-30.2M | $344.0M |
自由现金流率AXLPINS
| Q4 25 | 4.0% | 28.8% | ||
| Q3 25 | 5.3% | 30.3% | ||
| Q2 25 | 2.3% | 19.7% | ||
| Q1 25 | -0.9% | 41.7% | ||
| Q4 24 | 5.3% | 21.7% | ||
| Q3 24 | 4.7% | 27.2% | ||
| Q2 24 | 5.8% | 11.9% | ||
| Q1 24 | -1.9% | 46.5% |
资本支出强度AXLPINS
| Q4 25 | 4.8% | 0.8% | ||
| Q3 25 | 4.3% | 0.3% | ||
| Q2 25 | 3.7% | 1.1% | ||
| Q1 25 | 4.9% | 0.9% | ||
| Q4 24 | 5.6% | 0.3% | ||
| Q3 24 | 4.9% | 0.4% | ||
| Q2 24 | 3.0% | 0.6% | ||
| Q1 24 | 3.0% | 1.6% |
现金转化率AXLPINS
| Q4 25 | — | 1.41× | ||
| Q3 25 | 15.58× | 3.49× | ||
| Q2 25 | 2.34× | 5.36× | ||
| Q1 25 | 7.87× | 40.77× | ||
| Q4 24 | — | 0.14× | ||
| Q3 24 | 14.36× | 8.12× | ||
| Q2 24 | 7.85× | 11.98× | ||
| 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% |
PINS
| United States And Canada | $944.3M | 72% |
| Other | $375.0M | 28% |
