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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与拉夫劳伦（RL）财务数据对比。点击上方公司名可切换其他公司
拉夫劳伦的季度营收约是AMERICAN AXLE & MANUFACTURING HOLDINGS INC的1.7倍（$2.4B vs $1.4B），拉夫劳伦净利率更高（15.0% vs -5.4%，领先20.5%），拉夫劳伦同比增速更快（12.2% vs 0.2%），拉夫劳伦自由现金流更多（$704.0M vs $54.7M），过去两年拉夫劳伦的营收复合增速更高（23.9% 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。
拉夫劳伦是源自美国的跨国时尚巨头，旗下同名高端时尚品牌风靡全球，企业规模达数十亿美元。品牌创始人拉夫劳伦于2015年9月卸任首席执行官，仍留任执行董事长兼首席创意官，主导品牌创意与整体发展方向。
AXL vs RL — 直观对比
营收规模更大
RL
是对方的1.7倍
$1.4B
营收增速更快
RL
高出12.0%
0.2%
净利率更高
RL
高出20.5%
-5.4%
自由现金流更多
RL
多$649.3M
$54.7M
两年增速更快
RL
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.4B |
| 净利润 | $-75.3M | $361.6M |
| 毛利率 | 10.2% | 69.9% |
| 营业利润率 | -2.4% | 19.6% |
| 净利率 | -5.4% | 15.0% |
| 营收同比 | 0.2% | 12.2% |
| 净利润同比 | -449.6% | 21.6% |
| 每股收益（稀释后） | $-0.62 | $5.82 |
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AXLRL
| Q4 25 | $1.4B | $2.4B | ||
| Q3 25 | $1.5B | $2.0B | ||
| Q2 25 | $1.5B | $1.7B | ||
| Q1 25 | $1.4B | $1.7B | ||
| Q4 24 | $1.4B | $2.1B | ||
| Q3 24 | $1.5B | $1.7B | ||
| Q2 24 | $1.6B | $1.5B | ||
| Q1 24 | $1.6B | $1.6B |
净利润AXLRL
| Q4 25 | $-75.3M | $361.6M | ||
| Q3 25 | $9.2M | $207.5M | ||
| Q2 25 | $39.3M | $220.4M | ||
| Q1 25 | $7.1M | $129.0M | ||
| Q4 24 | $-13.7M | $297.4M | ||
| Q3 24 | $10.0M | $147.9M | ||
| Q2 24 | $18.2M | $168.6M | ||
| Q1 24 | $20.5M | $90.7M |
毛利率AXLRL
| Q4 25 | 10.2% | 69.9% | ||
| Q3 25 | 12.6% | 68.0% | ||
| Q2 25 | 13.1% | 72.3% | ||
| Q1 25 | 12.3% | 68.7% | ||
| Q4 24 | 11.2% | 68.4% | ||
| Q3 24 | 11.4% | 67.0% | ||
| Q2 24 | 13.3% | 70.5% | ||
| Q1 24 | 12.4% | 66.6% |
营业利润率AXLRL
| Q4 25 | -2.4% | 19.6% | ||
| Q3 25 | 3.2% | 12.2% | ||
| Q2 25 | 3.6% | 15.9% | ||
| Q1 25 | 3.0% | 9.1% | ||
| Q4 24 | 2.6% | 18.2% | ||
| Q3 24 | 2.8% | 10.4% | ||
| Q2 24 | 5.3% | 13.8% | ||
| Q1 24 | 4.8% | 6.9% |
净利率AXLRL
| Q4 25 | -5.4% | 15.0% | ||
| Q3 25 | 0.6% | 10.3% | ||
| Q2 25 | 2.6% | 12.8% | ||
| Q1 25 | 0.5% | 7.6% | ||
| Q4 24 | -1.0% | 13.9% | ||
| Q3 24 | 0.7% | 8.6% | ||
| Q2 24 | 1.1% | 11.1% | ||
| Q1 24 | 1.3% | 5.8% |
每股收益（稀释后）AXLRL
| Q4 25 | $-0.62 | $5.82 | ||
| Q3 25 | $0.07 | $3.32 | ||
| Q2 25 | $0.32 | $3.52 | ||
| Q1 25 | $0.06 | $2.03 | ||
| Q4 24 | $-0.11 | $4.66 | ||
| Q3 24 | $0.08 | $2.31 | ||
| Q2 24 | $0.15 | $2.61 | ||
| Q1 24 | $0.17 | $1.37 |
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 | $2.3B |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $640.0M | $2.9B |
| 总资产 | $6.7B | $7.8B |
| 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AXLRL
| Q4 25 | $708.9M | $2.3B | ||
| Q3 25 | $714.1M | $1.6B | ||
| Q2 25 | $586.5M | $2.3B | ||
| Q1 25 | $549.2M | $2.1B | ||
| Q4 24 | $552.9M | $2.1B | ||
| Q3 24 | $542.5M | $1.7B | ||
| Q2 24 | $519.9M | $1.8B | ||
| Q1 24 | $469.8M | $1.8B |
总债务AXLRL
| 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AXLRL
| Q4 25 | $640.0M | $2.9B | ||
| Q3 25 | $718.4M | $2.6B | ||
| Q2 25 | $673.0M | $2.5B | ||
| Q1 25 | $596.3M | $2.6B | ||
| Q4 24 | $562.8M | $2.5B | ||
| Q3 24 | $616.3M | $2.4B | ||
| Q2 24 | $609.6M | $2.4B | ||
| Q1 24 | $621.4M | $2.5B |
总资产AXLRL
| Q4 25 | $6.7B | $7.8B | ||
| Q3 25 | $5.3B | $7.3B | ||
| Q2 25 | $5.3B | $7.8B | ||
| Q1 25 | $5.1B | $7.0B | ||
| Q4 24 | $5.1B | $7.1B | ||
| Q3 24 | $5.3B | $6.8B | ||
| Q2 24 | $5.3B | $6.6B | ||
| Q1 24 | $5.4B | $6.6B |
负债/权益比AXLRL
| 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 | $779.6M |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $704.0M |
| 自由现金流率自由现金流/营收 | 4.0% | 29.3% |
| 资本支出强度资本支出/营收 | 4.8% | 3.1% |
| 现金转化率经营现金流/净利润 | — | 2.16× |
| 过去12个月自由现金流最近4个季度 | $155.1M | $694.5M |
8季度趋势，按日历期对齐
经营现金流AXLRL
| Q4 25 | $120.5M | $779.6M | ||
| Q3 25 | $143.3M | $53.2M | ||
| Q2 25 | $91.9M | $176.1M | ||
| Q1 25 | $55.9M | $122.2M | ||
| Q4 24 | $151.2M | $738.4M | ||
| Q3 24 | $143.6M | $97.2M | ||
| Q2 24 | $142.8M | $277.3M | ||
| Q1 24 | $17.8M | — |
自由现金流AXLRL
| Q4 25 | $54.7M | $704.0M | ||
| Q3 25 | $79.2M | $-40.6M | ||
| Q2 25 | $34.6M | $-11.2M | ||
| Q1 25 | $-13.4M | $42.3M | ||
| Q4 24 | $73.2M | $677.2M | ||
| Q3 24 | $70.4M | $55.5M | ||
| Q2 24 | $94.0M | $243.9M | ||
| Q1 24 | $-30.2M | — |
自由现金流率AXLRL
| Q4 25 | 4.0% | 29.3% | ||
| Q3 25 | 5.3% | -2.0% | ||
| Q2 25 | 2.3% | -0.7% | ||
| Q1 25 | -0.9% | 2.5% | ||
| Q4 24 | 5.3% | 31.6% | ||
| Q3 24 | 4.7% | 3.2% | ||
| Q2 24 | 5.8% | 16.1% | ||
| Q1 24 | -1.9% | — |
资本支出强度AXLRL
| Q4 25 | 4.8% | 3.1% | ||
| Q3 25 | 4.3% | 4.7% | ||
| Q2 25 | 3.7% | 10.9% | ||
| Q1 25 | 4.9% | 4.7% | ||
| Q4 24 | 5.6% | 2.9% | ||
| Q3 24 | 4.9% | 2.4% | ||
| Q2 24 | 3.0% | 2.2% | ||
| Q1 24 | 3.0% | — |
现金转化率AXLRL
| Q4 25 | — | 2.16× | ||
| Q3 25 | 15.58× | 0.26× | ||
| Q2 25 | 2.34× | 0.80× | ||
| Q1 25 | 7.87× | 0.95× | ||
| Q4 24 | — | 2.48× | ||
| Q3 24 | 14.36× | 0.66× | ||
| Q2 24 | 7.85× | 1.64× | ||
| 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% |
RL
暂无分部数据
