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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与Reynolds Consumer Products Inc.（REYN）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Reynolds Consumer Products Inc.的1.3倍（$1.4B vs $1.0B），Reynolds Consumer Products Inc.净利率更高（11.4% vs -5.4%，领先16.9%），Reynolds Consumer Products Inc.同比增速更快（1.2% vs 0.2%），Reynolds Consumer Products Inc.自由现金流更多（$200.0M vs $54.7M），过去两年Reynolds Consumer Products Inc.的营收复合增速更高（11.4% 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。
雷诺消费品公司旗下的Rival是美国小家电制造商，拥有Bionaire、Crock-Pot、Rival等多个知名品牌。1999年成为Holmes产品集团全资子公司，2005年随Holmes被Jarden收购，后Jarden与纽威尔橡胶美合并，现隶属于纽威尔集团。
AXL vs REYN — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.0B |
| 净利润 | $-75.3M | $118.0M |
| 毛利率 | 10.2% | 25.7% |
| 营业利润率 | -2.4% | 14.8% |
| 净利率 | -5.4% | 11.4% |
| 营收同比 | 0.2% | 1.2% |
| 净利润同比 | -449.6% | -1.7% |
| 每股收益（稀释后） | $-0.62 | $0.55 |
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
| Q4 25 | $1.4B | $1.0B | ||
| Q3 25 | $1.5B | $931.0M | ||
| Q2 25 | $1.5B | $938.0M | ||
| Q1 25 | $1.4B | $818.0M | ||
| Q4 24 | $1.4B | $1.0B | ||
| Q3 24 | $1.5B | $910.0M | ||
| Q2 24 | $1.6B | $930.0M | ||
| Q1 24 | $1.6B | $833.0M |
| Q4 25 | $-75.3M | $118.0M | ||
| Q3 25 | $9.2M | $79.0M | ||
| Q2 25 | $39.3M | $73.0M | ||
| Q1 25 | $7.1M | $31.0M | ||
| Q4 24 | $-13.7M | $120.0M | ||
| Q3 24 | $10.0M | $86.0M | ||
| Q2 24 | $18.2M | $97.0M | ||
| Q1 24 | $20.5M | $49.0M |
| Q4 25 | 10.2% | 25.7% | ||
| Q3 25 | 12.6% | 25.0% | ||
| Q2 25 | 13.1% | 24.1% | ||
| Q1 25 | 12.3% | 23.1% | ||
| Q4 24 | 11.2% | 27.6% | ||
| Q3 24 | 11.4% | 26.3% | ||
| Q2 24 | 13.3% | 27.5% | ||
| Q1 24 | 12.4% | 24.1% |
| Q4 25 | -2.4% | 14.8% | ||
| Q3 25 | 3.2% | 11.0% | ||
| Q2 25 | 3.6% | 10.2% | ||
| Q1 25 | 3.0% | 5.1% | ||
| Q4 24 | 2.6% | 15.5% | ||
| Q3 24 | 2.8% | 12.4% | ||
| Q2 24 | 5.3% | 12.4% | ||
| Q1 24 | 4.8% | 7.8% |
| Q4 25 | -5.4% | 11.4% | ||
| Q3 25 | 0.6% | 8.5% | ||
| Q2 25 | 2.6% | 7.8% | ||
| Q1 25 | 0.5% | 3.8% | ||
| Q4 24 | -1.0% | 11.7% | ||
| Q3 24 | 0.7% | 9.5% | ||
| Q2 24 | 1.1% | 10.4% | ||
| Q1 24 | 1.3% | 5.9% |
| Q4 25 | $-0.62 | $0.55 | ||
| Q3 25 | $0.07 | $0.38 | ||
| Q2 25 | $0.32 | $0.35 | ||
| Q1 25 | $0.06 | $0.15 | ||
| Q4 24 | $-0.11 | $0.57 | ||
| Q3 24 | $0.08 | $0.41 | ||
| Q2 24 | $0.15 | $0.46 | ||
| Q1 24 | $0.17 | $0.23 |
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 | $147.0M |
| 总债务越低越好 | $4.0B | $1.6B |
| 股东权益账面价值 | $640.0M | $2.3B |
| 总资产 | $6.7B | $4.9B |
| 负债/权益比越低杠杆越低 | 6.31× | 0.70× |
8季度趋势，按日历期对齐
| Q4 25 | $708.9M | $147.0M | ||
| Q3 25 | $714.1M | $53.0M | ||
| Q2 25 | $586.5M | $57.0M | ||
| Q1 25 | $549.2M | $58.0M | ||
| Q4 24 | $552.9M | $137.0M | ||
| Q3 24 | $542.5M | $96.0M | ||
| Q2 24 | $519.9M | $101.0M | ||
| Q1 24 | $469.8M | $135.0M |
| Q4 25 | $4.0B | $1.6B | ||
| Q3 25 | $2.6B | $1.6B | ||
| Q2 25 | $2.6B | $1.6B | ||
| Q1 25 | $2.6B | $1.6B | ||
| Q4 24 | $2.6B | $1.7B | ||
| Q3 24 | $2.6B | $1.7B | ||
| Q2 24 | $2.7B | $1.8B | ||
| Q1 24 | $2.7B | $1.8B |
| Q4 25 | $640.0M | $2.3B | ||
| Q3 25 | $718.4M | $2.2B | ||
| Q2 25 | $673.0M | $2.1B | ||
| Q1 25 | $596.3M | $2.1B | ||
| Q4 24 | $562.8M | $2.1B | ||
| Q3 24 | $616.3M | $2.1B | ||
| Q2 24 | $609.6M | $2.0B | ||
| Q1 24 | $621.4M | $2.0B |
| Q4 25 | $6.7B | $4.9B | ||
| Q3 25 | $5.3B | $4.9B | ||
| Q2 25 | $5.3B | $4.9B | ||
| Q1 25 | $5.1B | $4.8B | ||
| Q4 24 | $5.1B | $4.9B | ||
| Q3 24 | $5.3B | $4.8B | ||
| Q2 24 | $5.3B | $4.9B | ||
| Q1 24 | $5.4B | $4.9B |
| Q4 25 | 6.31× | 0.70× | ||
| Q3 25 | 3.61× | 0.75× | ||
| Q2 25 | 3.86× | 0.76× | ||
| Q1 25 | 4.38× | 0.77× | ||
| Q4 24 | 4.58× | 0.79× | ||
| Q3 24 | 4.28× | 0.84× | ||
| Q2 24 | 4.42× | 0.87× | ||
| Q1 24 | 4.40× | 0.92× |
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 | $237.0M |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $200.0M |
| 自由现金流率自由现金流/营收 | 4.0% | 19.3% |
| 资本支出强度资本支出/营收 | 4.8% | 3.6% |
| 现金转化率经营现金流/净利润 | — | 2.01× |
| 过去12个月自由现金流最近4个季度 | $155.1M | $316.0M |
8季度趋势，按日历期对齐
| Q4 25 | $120.5M | $237.0M | ||
| Q3 25 | $143.3M | $93.0M | ||
| Q2 25 | $91.9M | $91.0M | ||
| Q1 25 | $55.9M | $56.0M | ||
| Q4 24 | $151.2M | $182.0M | ||
| Q3 24 | $143.6M | $124.0M | ||
| Q2 24 | $142.8M | $84.0M | ||
| Q1 24 | $17.8M | $99.0M |
| Q4 25 | $54.7M | $200.0M | ||
| Q3 25 | $79.2M | $48.0M | ||
| Q2 25 | $34.6M | $51.0M | ||
| Q1 25 | $-13.4M | $17.0M | ||
| Q4 24 | $73.2M | $141.0M | ||
| Q3 24 | $70.4M | $93.0M | ||
| Q2 24 | $94.0M | $65.0M | ||
| Q1 24 | $-30.2M | $70.0M |
| Q4 25 | 4.0% | 19.3% | ||
| Q3 25 | 5.3% | 5.2% | ||
| Q2 25 | 2.3% | 5.4% | ||
| Q1 25 | -0.9% | 2.1% | ||
| Q4 24 | 5.3% | 13.8% | ||
| Q3 24 | 4.7% | 10.2% | ||
| Q2 24 | 5.8% | 7.0% | ||
| Q1 24 | -1.9% | 8.4% |
| Q4 25 | 4.8% | 3.6% | ||
| Q3 25 | 4.3% | 4.8% | ||
| Q2 25 | 3.7% | 4.3% | ||
| Q1 25 | 4.9% | 4.8% | ||
| Q4 24 | 5.6% | 4.0% | ||
| Q3 24 | 4.9% | 3.4% | ||
| Q2 24 | 3.0% | 2.0% | ||
| Q1 24 | 3.0% | 3.5% |
| Q4 25 | — | 2.01× | ||
| Q3 25 | 15.58× | 1.18× | ||
| Q2 25 | 2.34× | 1.25× | ||
| Q1 25 | 7.87× | 1.81× | ||
| Q4 24 | — | 1.52× | ||
| Q3 24 | 14.36× | 1.44× | ||
| Q2 24 | 7.85× | 0.87× | ||
| Q1 24 | 0.87× | 2.02× |
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% |
REYN
| Reynolds Cooking And Baking | $397.0M | 38% |
| Hefty Waste And Storage | $247.0M | 24% |
| Tableware Products | $229.0M | 22% |
| Presto Products | $164.0M | 16% |
