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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与瑞思迈（RMD）财务数据对比。点击上方公司名可切换其他公司
瑞思迈的季度营收约是AMERICAN AXLE & MANUFACTURING HOLDINGS INC的1.0倍（$1.4B vs $1.4B），瑞思迈净利率更高（27.6% vs -5.4%，领先33.0%），瑞思迈同比增速更快（11.0% vs 0.2%），过去两年瑞思迈的营收复合增速更高（7.8% 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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
AXL vs RMD — 直观对比
营收规模更大
RMD
是对方的1.0倍
$1.4B
营收增速更快
RMD
高出10.7%
0.2%
净利率更高
RMD
高出33.0%
-5.4%
两年增速更快
RMD
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.4B |
| 净利润 | $-75.3M | $392.6M |
| 毛利率 | 10.2% | 61.8% |
| 营业利润率 | -2.4% | 34.6% |
| 净利率 | -5.4% | 27.6% |
| 营收同比 | 0.2% | 11.0% |
| 净利润同比 | -449.6% | 13.9% |
| 每股收益（稀释后） | $-0.62 | $2.68 |
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AXLRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.5B | $1.3B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.4B | $1.3B | ||
| Q3 24 | $1.5B | $1.2B |
净利润AXLRMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | — | $398.7M | ||
| Q4 25 | $-75.3M | $392.6M | ||
| Q3 25 | $9.2M | $348.5M | ||
| Q2 25 | $39.3M | $379.7M | ||
| Q1 25 | $7.1M | $365.0M | ||
| Q4 24 | $-13.7M | $344.6M | ||
| Q3 24 | $10.0M | $311.4M |
毛利率AXLRMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | — | 62.2% | ||
| Q4 25 | 10.2% | 61.8% | ||
| Q3 25 | 12.6% | 61.5% | ||
| Q2 25 | 13.1% | 60.8% | ||
| Q1 25 | 12.3% | 59.3% | ||
| Q4 24 | 11.2% | 58.6% | ||
| Q3 24 | 11.4% | 58.6% |
营业利润率AXLRMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | — | 34.9% | ||
| Q4 25 | -2.4% | 34.6% | ||
| Q3 25 | 3.2% | 33.4% | ||
| Q2 25 | 3.6% | 33.7% | ||
| Q1 25 | 3.0% | 33.0% | ||
| Q4 24 | 2.6% | 32.5% | ||
| Q3 24 | 2.8% | 31.6% |
净利率AXLRMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | — | 27.9% | ||
| Q4 25 | -5.4% | 27.6% | ||
| Q3 25 | 0.6% | 26.1% | ||
| Q2 25 | 2.6% | 28.2% | ||
| Q1 25 | 0.5% | 28.3% | ||
| Q4 24 | -1.0% | 26.9% | ||
| Q3 24 | 0.7% | 25.4% |
每股收益（稀释后）AXLRMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | $2.74 | ||
| Q4 25 | $-0.62 | $2.68 | ||
| Q3 25 | $0.07 | $2.37 | ||
| Q2 25 | $0.32 | $2.58 | ||
| Q1 25 | $0.06 | $2.48 | ||
| Q4 24 | $-0.11 | $2.34 | ||
| Q3 24 | $0.08 | $2.11 |
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 | $1.4B |
| 总债务越低越好 | $4.0B | $663.8M |
| 股东权益账面价值 | $640.0M | $6.3B |
| 总资产 | $6.7B | $8.5B |
| 负债/权益比越低杠杆越低 | 6.31× | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资AXLRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $708.9M | $1.4B | ||
| Q3 25 | $714.1M | $1.4B | ||
| Q2 25 | $586.5M | $1.2B | ||
| Q1 25 | $549.2M | $932.7M | ||
| Q4 24 | $552.9M | $521.9M | ||
| Q3 24 | $542.5M | $426.4M |
总债务AXLRMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| Q4 25 | $4.0B | $403.9M | ||
| Q3 25 | $2.6B | $408.7M | ||
| Q2 25 | $2.6B | $658.4M | ||
| Q1 25 | $2.6B | $663.1M | ||
| Q4 24 | $2.6B | $662.9M | ||
| Q3 24 | $2.6B | $667.6M |
股东权益AXLRMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | — | $6.5B | ||
| Q4 25 | $640.0M | $6.3B | ||
| Q3 25 | $718.4M | $6.1B | ||
| Q2 25 | $673.0M | $6.0B | ||
| Q1 25 | $596.3M | $5.5B | ||
| Q4 24 | $562.8M | $5.3B | ||
| Q3 24 | $616.3M | $5.2B |
总资产AXLRMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | — | $8.8B | ||
| Q4 25 | $6.7B | $8.5B | ||
| Q3 25 | $5.3B | $8.3B | ||
| Q2 25 | $5.3B | $8.2B | ||
| Q1 25 | $5.1B | $7.6B | ||
| Q4 24 | $5.1B | $7.1B | ||
| Q3 24 | $5.3B | $7.2B |
负债/权益比AXLRMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | 6.31× | 0.06× | ||
| Q3 25 | 3.61× | 0.07× | ||
| Q2 25 | 3.86× | 0.11× | ||
| Q1 25 | 4.38× | 0.12× | ||
| Q4 24 | 4.58× | 0.13× | ||
| Q3 24 | 4.28× | 0.13× |
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AXLRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $120.5M | $339.7M | ||
| Q3 25 | $143.3M | $457.3M | ||
| Q2 25 | $91.9M | $538.8M | ||
| Q1 25 | $55.9M | $578.7M | ||
| Q4 24 | $151.2M | $308.6M | ||
| Q3 24 | $143.6M | $325.5M |
自由现金流AXLRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $54.7M | $311.2M | ||
| Q3 25 | $79.2M | $414.4M | ||
| Q2 25 | $34.6M | $508.2M | ||
| Q1 25 | $-13.4M | $557.9M | ||
| Q4 24 | $73.2M | $288.0M | ||
| Q3 24 | $70.4M | $307.7M |
自由现金流率AXLRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 21.9% | ||
| Q3 25 | 5.3% | 31.0% | ||
| Q2 25 | 2.3% | 37.7% | ||
| Q1 25 | -0.9% | 43.2% | ||
| Q4 24 | 5.3% | 22.5% | ||
| Q3 24 | 4.7% | 25.1% |
资本支出强度AXLRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 4.8% | 2.0% | ||
| Q3 25 | 4.3% | 3.2% | ||
| Q2 25 | 3.7% | 2.3% | ||
| Q1 25 | 4.9% | 1.6% | ||
| Q4 24 | 5.6% | 1.6% | ||
| Q3 24 | 4.9% | 1.5% |
现金转化率AXLRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 0.87× | ||
| Q3 25 | 15.58× | 1.31× | ||
| Q2 25 | 2.34× | 1.42× | ||
| Q1 25 | 7.87× | 1.59× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | 14.36× | 1.05× |
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% |
RMD
暂无分部数据
