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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与罗布乐思（RBLX）财务数据对比。点击上方公司名可切换其他公司
罗布乐思的季度营收约是AMERICAN AXLE & MANUFACTURING HOLDINGS INC的1.0倍（$1.4B vs $1.4B），AMERICAN AXLE & MANUFACTURING HOLDINGS INC净利率更高（-5.4% vs -22.3%，领先16.9%），罗布乐思同比增速更快（43.2% vs 0.2%），罗布乐思自由现金流更多（$308.6M vs $54.7M），过去两年罗布乐思的营收复合增速更高（32.9% 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。
罗布乐思（Roblox Corporation）是总部位于美国加利福尼亚州圣马特奥的游戏企业，由大卫·巴斯祖奇与埃里克·卡塞尔于2004年共同创立。公司核心产品为同名线上游戏创作平台Roblox，于2006年正式上线，截至2024年12月底全球员工规模已超2400人。
AXL vs RBLX — 直观对比
营收规模更大
RBLX
是对方的1.0倍
$1.4B
营收增速更快
RBLX
高出43.0%
0.2%
净利率更高
AXL
高出16.9%
-22.3%
自由现金流更多
RBLX
多$253.9M
$54.7M
两年增速更快
RBLX
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.4B |
| 净利润 | $-75.3M | $-316.0M |
| 毛利率 | 10.2% | 77.7% |
| 营业利润率 | -2.4% | -25.3% |
| 净利率 | -5.4% | -22.3% |
| 营收同比 | 0.2% | 43.2% |
| 净利润同比 | -449.6% | -43.9% |
| 每股收益（稀释后） | $-0.62 | $-0.44 |
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AXLRBLX
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.5B | $1.4B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.4B | $1.0B | ||
| Q4 24 | $1.4B | $988.2M | ||
| Q3 24 | $1.5B | $919.0M | ||
| Q2 24 | $1.6B | $893.5M | ||
| Q1 24 | $1.6B | $801.3M |
净利润AXLRBLX
| Q4 25 | $-75.3M | $-316.0M | ||
| Q3 25 | $9.2M | $-255.6M | ||
| Q2 25 | $39.3M | $-278.4M | ||
| Q1 25 | $7.1M | $-215.1M | ||
| Q4 24 | $-13.7M | $-219.6M | ||
| Q3 24 | $10.0M | $-239.3M | ||
| Q2 24 | $18.2M | $-205.9M | ||
| Q1 24 | $20.5M | $-270.6M |
毛利率AXLRBLX
| Q4 25 | 10.2% | 77.7% | ||
| Q3 25 | 12.6% | 78.2% | ||
| Q2 25 | 13.1% | 78.2% | ||
| Q1 25 | 12.3% | 78.3% | ||
| Q4 24 | 11.2% | 77.9% | ||
| Q3 24 | 11.4% | 77.7% | ||
| Q2 24 | 13.3% | 77.8% | ||
| Q1 24 | 12.4% | 77.7% |
营业利润率AXLRBLX
| Q4 25 | -2.4% | -25.3% | ||
| Q3 25 | 3.2% | -21.8% | ||
| Q2 25 | 3.6% | -29.8% | ||
| Q1 25 | 3.0% | -24.6% | ||
| Q4 24 | 2.6% | -24.7% | ||
| Q3 24 | 2.8% | -30.4% | ||
| Q2 24 | 5.3% | -26.6% | ||
| Q1 24 | 4.8% | -37.7% |
净利率AXLRBLX
| Q4 25 | -5.4% | -22.3% | ||
| Q3 25 | 0.6% | -18.8% | ||
| Q2 25 | 2.6% | -25.8% | ||
| Q1 25 | 0.5% | -20.8% | ||
| Q4 24 | -1.0% | -22.2% | ||
| Q3 24 | 0.7% | -26.0% | ||
| Q2 24 | 1.1% | -23.0% | ||
| Q1 24 | 1.3% | -33.8% |
每股收益（稀释后）AXLRBLX
| Q4 25 | $-0.62 | $-0.44 | ||
| Q3 25 | $0.07 | $-0.37 | ||
| Q2 25 | $0.32 | $-0.41 | ||
| Q1 25 | $0.06 | $-0.32 | ||
| Q4 24 | $-0.11 | $-0.32 | ||
| Q3 24 | $0.08 | $-0.37 | ||
| Q2 24 | $0.15 | $-0.32 | ||
| Q1 24 | $0.17 | $-0.43 |
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 | $3.1B |
| 总债务越低越好 | $4.0B | $1.2B |
| 股东权益账面价值 | $640.0M | $394.5M |
| 总资产 | $6.7B | $9.6B |
| 负债/权益比越低杠杆越低 | 6.31× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资AXLRBLX
| Q4 25 | $708.9M | $3.1B | ||
| Q3 25 | $714.1M | $2.9B | ||
| Q2 25 | $586.5M | $2.6B | ||
| Q1 25 | $549.2M | $2.7B | ||
| Q4 24 | $552.9M | $2.4B | ||
| Q3 24 | $542.5M | $2.3B | ||
| Q2 24 | $519.9M | $2.4B | ||
| Q1 24 | $469.8M | $2.4B |
总债务AXLRBLX
| Q4 25 | $4.0B | $1.2B | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | $1.2B | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.7B | — | ||
| Q1 24 | $2.7B | — |
股东权益AXLRBLX
| Q4 25 | $640.0M | $394.5M | ||
| Q3 25 | $718.4M | $407.6M | ||
| Q2 25 | $673.0M | $353.2M | ||
| Q1 25 | $596.3M | $310.7M | ||
| Q4 24 | $562.8M | $221.4M | ||
| Q3 24 | $616.3M | $189.9M | ||
| Q2 24 | $609.6M | $121.5M | ||
| Q1 24 | $621.4M | $71.6M |
总资产AXLRBLX
| Q4 25 | $6.7B | $9.6B | ||
| Q3 25 | $5.3B | $8.6B | ||
| Q2 25 | $5.3B | $7.8B | ||
| Q1 25 | $5.1B | $7.5B | ||
| Q4 24 | $5.1B | $7.2B | ||
| Q3 24 | $5.3B | $6.7B | ||
| Q2 24 | $5.3B | $6.5B | ||
| Q1 24 | $5.4B | $6.3B |
负债/权益比AXLRBLX
| Q4 25 | 6.31× | 2.98× | ||
| Q3 25 | 3.61× | — | ||
| Q2 25 | 3.86× | — | ||
| Q1 25 | 4.38× | — | ||
| Q4 24 | 4.58× | 5.48× | ||
| 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 | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $308.6M |
| 自由现金流率自由现金流/营收 | 4.0% | 21.8% |
| 资本支出强度资本支出/营收 | 4.8% | 21.1% |
| 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 | $1.4B |
8季度趋势，按日历期对齐
经营现金流AXLRBLX
| Q4 25 | $120.5M | $607.0M | ||
| Q3 25 | $143.3M | $546.2M | ||
| Q2 25 | $91.9M | $199.3M | ||
| Q1 25 | $55.9M | $443.9M | ||
| Q4 24 | $151.2M | $184.5M | ||
| Q3 24 | $143.6M | $247.4M | ||
| Q2 24 | $142.8M | $151.4M | ||
| Q1 24 | $17.8M | $238.9M |
自由现金流AXLRBLX
| Q4 25 | $54.7M | $308.6M | ||
| Q3 25 | $79.2M | $443.6M | ||
| Q2 25 | $34.6M | $176.7M | ||
| Q1 25 | $-13.4M | $426.5M | ||
| Q4 24 | $73.2M | $120.6M | ||
| Q3 24 | $70.4M | $218.0M | ||
| Q2 24 | $94.0M | $111.7M | ||
| Q1 24 | $-30.2M | $192.3M |
自由现金流率AXLRBLX
| Q4 25 | 4.0% | 21.8% | ||
| Q3 25 | 5.3% | 32.6% | ||
| Q2 25 | 2.3% | 16.3% | ||
| Q1 25 | -0.9% | 41.2% | ||
| Q4 24 | 5.3% | 12.2% | ||
| Q3 24 | 4.7% | 23.7% | ||
| Q2 24 | 5.8% | 12.5% | ||
| Q1 24 | -1.9% | 24.0% |
资本支出强度AXLRBLX
| Q4 25 | 4.8% | 21.1% | ||
| Q3 25 | 4.3% | 7.5% | ||
| Q2 25 | 3.7% | 2.1% | ||
| Q1 25 | 4.9% | 1.7% | ||
| Q4 24 | 5.6% | 6.5% | ||
| Q3 24 | 4.9% | 3.2% | ||
| Q2 24 | 3.0% | 4.4% | ||
| Q1 24 | 3.0% | 5.8% |
现金转化率AXLRBLX
| Q4 25 | — | — | ||
| Q3 25 | 15.58× | — | ||
| Q2 25 | 2.34× | — | ||
| Q1 25 | 7.87× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 14.36× | — | ||
| Q2 24 | 7.85× | — | ||
| 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% |
RBLX
暂无分部数据
