vs
AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与Post Holdings, Inc.（POST）财务数据对比。点击上方公司名可切换其他公司
Post Holdings, Inc.的季度营收约是AMERICAN AXLE & MANUFACTURING HOLDINGS INC的1.6倍（$2.2B vs $1.4B），Post Holdings, Inc.净利率更高（4.5% vs -5.4%，领先9.9%），Post Holdings, Inc.同比增速更快（10.1% vs 0.2%），Post Holdings, Inc.自由现金流更多（$119.3M vs $54.7M），过去两年Post Holdings, Inc.的营收复合增速更高（4.3% 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。
Post Holdings, Inc.是美国头部包装消费品食品生产商，旗下拥有知名食品业务板块Post Consumer Brands，总部坐落于明尼苏达州莱克维尔，其生产的食品类快消品覆盖北美及全球多个市场，深受消费者喜爱。
AXL vs POST — 直观对比
营收规模更大
POST
是对方的1.6倍
$1.4B
营收增速更快
POST
高出9.9%
0.2%
净利率更高
POST
高出9.9%
-5.4%
自由现金流更多
POST
多$64.6M
$54.7M
两年增速更快
POST
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.2B |
| 净利润 | $-75.3M | $96.8M |
| 毛利率 | 10.2% | 29.4% |
| 营业利润率 | -2.4% | 11.0% |
| 净利率 | -5.4% | 4.5% |
| 营收同比 | 0.2% | 10.1% |
| 净利润同比 | -449.6% | -14.6% |
| 每股收益（稀释后） | $-0.62 | $1.71 |
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AXLPOST
| Q4 25 | $1.4B | $2.2B | ||
| Q3 25 | $1.5B | $2.2B | ||
| Q2 25 | $1.5B | $2.0B | ||
| Q1 25 | $1.4B | $2.0B | ||
| Q4 24 | $1.4B | $2.0B | ||
| Q3 24 | $1.5B | $2.0B | ||
| Q2 24 | $1.6B | $1.9B | ||
| Q1 24 | $1.6B | $2.0B |
净利润AXLPOST
| Q4 25 | $-75.3M | $96.8M | ||
| Q3 25 | $9.2M | $51.0M | ||
| Q2 25 | $39.3M | $108.8M | ||
| Q1 25 | $7.1M | $62.6M | ||
| Q4 24 | $-13.7M | $113.3M | ||
| Q3 24 | $10.0M | $81.6M | ||
| Q2 24 | $18.2M | $99.8M | ||
| Q1 24 | $20.5M | $97.2M |
毛利率AXLPOST
| Q4 25 | 10.2% | 29.4% | ||
| Q3 25 | 12.6% | 26.8% | ||
| Q2 25 | 13.1% | 30.0% | ||
| Q1 25 | 12.3% | 28.0% | ||
| Q4 24 | 11.2% | 30.1% | ||
| Q3 24 | 11.4% | 28.6% | ||
| Q2 24 | 13.3% | 29.6% | ||
| Q1 24 | 12.4% | 29.0% |
营业利润率AXLPOST
| Q4 25 | -2.4% | 11.0% | ||
| Q3 25 | 3.2% | 7.5% | ||
| Q2 25 | 3.6% | 11.8% | ||
| Q1 25 | 3.0% | 9.3% | ||
| Q4 24 | 2.6% | 10.8% | ||
| Q3 24 | 2.8% | 9.5% | ||
| Q2 24 | 5.3% | 10.4% | ||
| Q1 24 | 4.8% | 9.5% |
净利率AXLPOST
| Q4 25 | -5.4% | 4.5% | ||
| Q3 25 | 0.6% | 2.3% | ||
| Q2 25 | 2.6% | 5.5% | ||
| Q1 25 | 0.5% | 3.2% | ||
| Q4 24 | -1.0% | 5.7% | ||
| Q3 24 | 0.7% | 4.1% | ||
| Q2 24 | 1.1% | 5.1% | ||
| Q1 24 | 1.3% | 4.9% |
每股收益（稀释后）AXLPOST
| Q4 25 | $-0.62 | $1.71 | ||
| Q3 25 | $0.07 | $0.91 | ||
| Q2 25 | $0.32 | $1.79 | ||
| Q1 25 | $0.06 | $1.03 | ||
| Q4 24 | $-0.11 | $1.78 | ||
| Q3 24 | $0.08 | $1.28 | ||
| Q2 24 | $0.15 | $1.53 | ||
| Q1 24 | $0.17 | $1.48 |
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 | $279.3M |
| 总债务越低越好 | $4.0B | $7.5B |
| 股东权益账面价值 | $640.0M | $3.5B |
| 总资产 | $6.7B | $13.0B |
| 负债/权益比越低杠杆越低 | 6.31× | 2.16× |
8季度趋势，按日历期对齐
现金及短期投资AXLPOST
| Q4 25 | $708.9M | $279.3M | ||
| Q3 25 | $714.1M | $176.7M | ||
| Q2 25 | $586.5M | $1.1B | ||
| Q1 25 | $549.2M | $617.6M | ||
| Q4 24 | $552.9M | $872.9M | ||
| Q3 24 | $542.5M | $787.4M | ||
| Q2 24 | $519.9M | $333.8M | ||
| Q1 24 | $469.8M | $333.4M |
总债务AXLPOST
| Q4 25 | $4.0B | $7.5B | ||
| Q3 25 | $2.6B | $7.4B | ||
| Q2 25 | $2.6B | $7.3B | ||
| Q1 25 | $2.6B | $6.9B | ||
| Q4 24 | $2.6B | $6.9B | ||
| Q3 24 | $2.6B | $6.8B | ||
| Q2 24 | $2.7B | $6.4B | ||
| Q1 24 | $2.7B | $6.4B |
股东权益AXLPOST
| Q4 25 | $640.0M | $3.5B | ||
| Q3 25 | $718.4M | $3.8B | ||
| Q2 25 | $673.0M | $4.0B | ||
| Q1 25 | $596.3M | $3.8B | ||
| Q4 24 | $562.8M | $3.9B | ||
| Q3 24 | $616.3M | $4.1B | ||
| Q2 24 | $609.6M | $3.9B | ||
| Q1 24 | $621.4M | $4.0B |
总资产AXLPOST
| Q4 25 | $6.7B | $13.0B | ||
| Q3 25 | $5.3B | $13.5B | ||
| Q2 25 | $5.3B | $13.4B | ||
| Q1 25 | $5.1B | $12.8B | ||
| Q4 24 | $5.1B | $12.8B | ||
| Q3 24 | $5.3B | $12.9B | ||
| Q2 24 | $5.3B | $12.1B | ||
| Q1 24 | $5.4B | $12.2B |
负债/权益比AXLPOST
| Q4 25 | 6.31× | 2.16× | ||
| Q3 25 | 3.61× | 1.98× | ||
| Q2 25 | 3.86× | 1.84× | ||
| Q1 25 | 4.38× | 1.81× | ||
| Q4 24 | 4.58× | 1.79× | ||
| Q3 24 | 4.28× | 1.67× | ||
| Q2 24 | 4.42× | 1.62× | ||
| Q1 24 | 4.40× | 1.61× |
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 | $235.7M |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $119.3M |
| 自由现金流率自由现金流/营收 | 4.0% | 5.5% |
| 资本支出强度资本支出/营收 | 4.8% | 5.4% |
| 现金转化率经营现金流/净利润 | — | 2.43× |
| 过去12个月自由现金流最近4个季度 | $155.1M | $436.0M |
8季度趋势，按日历期对齐
经营现金流AXLPOST
| Q4 25 | $120.5M | $235.7M | ||
| Q3 25 | $143.3M | $301.3M | ||
| Q2 25 | $91.9M | $225.9M | ||
| Q1 25 | $55.9M | $160.7M | ||
| Q4 24 | $151.2M | $310.4M | ||
| Q3 24 | $143.6M | $235.4M | ||
| Q2 24 | $142.8M | $272.3M | ||
| Q1 24 | $17.8M | $249.6M |
自由现金流AXLPOST
| Q4 25 | $54.7M | $119.3M | ||
| Q3 25 | $79.2M | $151.6M | ||
| Q2 25 | $34.6M | $94.9M | ||
| Q1 25 | $-13.4M | $70.2M | ||
| Q4 24 | $73.2M | $171.4M | ||
| Q3 24 | $70.4M | $96.2M | ||
| Q2 24 | $94.0M | $161.5M | ||
| Q1 24 | $-30.2M | $150.9M |
自由现金流率AXLPOST
| Q4 25 | 4.0% | 5.5% | ||
| Q3 25 | 5.3% | 6.7% | ||
| Q2 25 | 2.3% | 4.8% | ||
| Q1 25 | -0.9% | 3.6% | ||
| Q4 24 | 5.3% | 8.7% | ||
| Q3 24 | 4.7% | 4.8% | ||
| Q2 24 | 5.8% | 8.3% | ||
| Q1 24 | -1.9% | 7.5% |
资本支出强度AXLPOST
| Q4 25 | 4.8% | 5.4% | ||
| Q3 25 | 4.3% | 6.7% | ||
| Q2 25 | 3.7% | 6.6% | ||
| Q1 25 | 4.9% | 4.6% | ||
| Q4 24 | 5.6% | 7.0% | ||
| Q3 24 | 4.9% | 6.9% | ||
| Q2 24 | 3.0% | 5.7% | ||
| Q1 24 | 3.0% | 4.9% |
现金转化率AXLPOST
| Q4 25 | — | 2.43× | ||
| Q3 25 | 15.58× | 5.91× | ||
| Q2 25 | 2.34× | 2.08× | ||
| Q1 25 | 7.87× | 2.57× | ||
| Q4 24 | — | 2.74× | ||
| Q3 24 | 14.36× | 2.88× | ||
| Q2 24 | 7.85× | 2.73× | ||
| Q1 24 | 0.87× | 2.57× |
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% |
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
