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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与Rithm Capital Corp.（RITM）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Rithm Capital Corp.的1.7倍（$1.4B vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs -5.4%，领先18.7%），Rithm Capital Corp.同比增速更快（508.5% vs 0.2%），过去两年AMERICAN AXLE & MANUFACTURING HOLDINGS INC的营收复合增速更高（-7.2% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
AXL vs RITM — 直观对比
营收规模更大
AXL
是对方的1.7倍
$828.2M
营收增速更快
RITM
高出508.3%
0.2%
净利率更高
RITM
高出18.7%
-5.4%
两年增速更快
AXL
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $828.2M |
| 净利润 | $-75.3M | $109.5M |
| 毛利率 | 10.2% | — |
| 营业利润率 | -2.4% | 29.9% |
| 净利率 | -5.4% | 13.2% |
| 营收同比 | 0.2% | 508.5% |
| 净利润同比 | -449.6% | 27.7% |
| 每股收益（稀释后） | $-0.62 | $0.12 |
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AXLRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | $1.5B | $1.1B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.4B | $768.4M | ||
| Q4 24 | $1.4B | $2.1B | ||
| Q3 24 | $1.5B | $619.5M | ||
| Q2 24 | $1.6B | $1.2B |
净利润AXLRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $-75.3M | $85.0M | ||
| Q3 25 | $9.2M | $221.5M | ||
| Q2 25 | $39.3M | $311.7M | ||
| Q1 25 | $7.1M | $78.8M | ||
| Q4 24 | $-13.7M | $290.2M | ||
| Q3 24 | $10.0M | $121.7M | ||
| Q2 24 | $18.2M | $235.6M |
毛利率AXLRITM
| Q1 26 | — | — | ||
| Q4 25 | 10.2% | — | ||
| Q3 25 | 12.6% | — | ||
| Q2 25 | 13.1% | — | ||
| Q1 25 | 12.3% | — | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | 11.4% | — | ||
| Q2 24 | 13.3% | — |
营业利润率AXLRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | -2.4% | 13.8% | ||
| Q3 25 | 3.2% | 21.4% | ||
| Q2 25 | 3.6% | 25.2% | ||
| Q1 25 | 3.0% | 7.4% | ||
| Q4 24 | 2.6% | 23.8% | ||
| Q3 24 | 2.8% | 7.3% | ||
| Q2 24 | 5.3% | 23.6% |
净利率AXLRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | -5.4% | 5.7% | ||
| Q3 25 | 0.6% | 20.0% | ||
| Q2 25 | 2.6% | 25.6% | ||
| Q1 25 | 0.5% | 10.3% | ||
| Q4 24 | -1.0% | 14.0% | ||
| Q3 24 | 0.7% | 19.7% | ||
| Q2 24 | 1.1% | 19.2% |
每股收益（稀释后）AXLRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $-0.62 | $0.09 | ||
| Q3 25 | $0.07 | $0.35 | ||
| Q2 25 | $0.32 | $0.53 | ||
| Q1 25 | $0.06 | $0.07 | ||
| Q4 24 | $-0.11 | $0.50 | ||
| Q3 24 | $0.08 | $0.20 | ||
| Q2 24 | $0.15 | $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 | — |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $640.0M | $9.1B |
| 总资产 | $6.7B | $53.4B |
| 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AXLRITM
| Q1 26 | — | — | ||
| Q4 25 | $708.9M | $1.8B | ||
| Q3 25 | $714.1M | $1.6B | ||
| Q2 25 | $586.5M | $1.6B | ||
| Q1 25 | $549.2M | $1.5B | ||
| Q4 24 | $552.9M | $1.5B | ||
| Q3 24 | $542.5M | $1.6B | ||
| Q2 24 | $519.9M | $1.2B |
总债务AXLRITM
| Q1 26 | — | — | ||
| Q4 25 | $4.0B | $35.4B | ||
| Q3 25 | $2.6B | $32.2B | ||
| Q2 25 | $2.6B | $31.2B | ||
| Q1 25 | $2.6B | $32.2B | ||
| Q4 24 | $2.6B | $32.6B | ||
| Q3 24 | $2.6B | $29.6B | ||
| Q2 24 | $2.7B | $30.1B |
股东权益AXLRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $640.0M | $8.4B | ||
| Q3 25 | $718.4M | $8.5B | ||
| Q2 25 | $673.0M | $7.9B | ||
| Q1 25 | $596.3M | $7.8B | ||
| Q4 24 | $562.8M | $7.8B | ||
| Q3 24 | $616.3M | $7.7B | ||
| Q2 24 | $609.6M | $7.3B |
总资产AXLRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $6.7B | $53.1B | ||
| Q3 25 | $5.3B | $47.2B | ||
| Q2 25 | $5.3B | $44.3B | ||
| Q1 25 | $5.1B | $45.3B | ||
| Q4 24 | $5.1B | $46.0B | ||
| Q3 24 | $5.3B | $42.3B | ||
| Q2 24 | $5.3B | $42.0B |
负债/权益比AXLRITM
| Q1 26 | — | — | ||
| Q4 25 | 6.31× | 4.20× | ||
| Q3 25 | 3.61× | 3.79× | ||
| Q2 25 | 3.86× | 3.92× | ||
| Q1 25 | 4.38× | 4.14× | ||
| Q4 24 | 4.58× | 4.18× | ||
| Q3 24 | 4.28× | 3.87× | ||
| Q2 24 | 4.42× | 4.10× |
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 | — |
| 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
经营现金流AXLRITM
| Q1 26 | — | — | ||
| Q4 25 | $120.5M | $-114.6M | ||
| Q3 25 | $143.3M | $-2.0B | ||
| Q2 25 | $91.9M | $-557.1M | ||
| Q1 25 | $55.9M | $1.4B | ||
| Q4 24 | $151.2M | $-1.8B | ||
| Q3 24 | $143.6M | $768.1M | ||
| Q2 24 | $142.8M | $-55.7M |
自由现金流AXLRITM
| Q1 26 | — | — | ||
| Q4 25 | $54.7M | — | ||
| Q3 25 | $79.2M | — | ||
| Q2 25 | $34.6M | — | ||
| Q1 25 | $-13.4M | — | ||
| Q4 24 | $73.2M | — | ||
| Q3 24 | $70.4M | — | ||
| Q2 24 | $94.0M | — |
自由现金流率AXLRITM
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | — | ||
| Q3 25 | 5.3% | — | ||
| Q2 25 | 2.3% | — | ||
| Q1 25 | -0.9% | — | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 4.7% | — | ||
| Q2 24 | 5.8% | — |
资本支出强度AXLRITM
| Q1 26 | — | — | ||
| Q4 25 | 4.8% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 3.7% | — | ||
| Q1 25 | 4.9% | — | ||
| Q4 24 | 5.6% | — | ||
| Q3 24 | 4.9% | — | ||
| Q2 24 | 3.0% | — |
现金转化率AXLRITM
| Q1 26 | — | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | 15.58× | -9.22× | ||
| Q2 25 | 2.34× | -1.79× | ||
| Q1 25 | 7.87× | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | 14.36× | 6.31× | ||
| Q2 24 | 7.85× | -0.24× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
