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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与RENAISSANCERE HOLDINGS LTD（RNR）财务数据对比。点击上方公司名可切换其他公司
RENAISSANCERE HOLDINGS LTD的季度营收约是AMERICAN AXLE & MANUFACTURING HOLDINGS INC的1.6倍（$2.2B vs $1.4B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs -5.4%，领先28.9%），AMERICAN AXLE & MANUFACTURING HOLDINGS INC同比增速更快（0.2% vs -36.8%），过去两年AMERICAN AXLE & MANUFACTURING HOLDINGS INC的营收复合增速更高（-7.2% vs -11.9%）
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。
RenaissanceRe Holdings Ltd是总部位于百慕大的保险及相关商业服务提供商，核心业务覆盖再保险、常规保险两大板块，同时运营风险相关创新投资业务，为全球客户提供专业的风险对冲与保险解决方案。
AXL vs RNR — 直观对比
营收规模更大
RNR
是对方的1.6倍
$1.4B
营收增速更快
AXL
高出37.0%
-36.8%
净利率更高
RNR
高出28.9%
-5.4%
两年增速更快
AXL
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.2B |
| 净利润 | $-75.3M | $515.8M |
| 毛利率 | 10.2% | — |
| 营业利润率 | -2.4% | — |
| 净利率 | -5.4% | 23.5% |
| 营收同比 | 0.2% | -36.8% |
| 净利润同比 | -449.6% | 72.6% |
| 每股收益（稀释后） | $-0.62 | $6.57 |
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AXLRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.4B | $3.0B | ||
| Q3 25 | $1.5B | $3.2B | ||
| Q2 25 | $1.5B | $3.2B | ||
| Q1 25 | $1.4B | $3.5B | ||
| Q4 24 | $1.4B | $2.3B | ||
| Q3 24 | $1.5B | $4.0B | ||
| Q2 24 | $1.6B | $2.8B |
净利润AXLRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $-75.3M | $760.5M | ||
| Q3 25 | $9.2M | $916.5M | ||
| Q2 25 | $39.3M | $835.4M | ||
| Q1 25 | $7.1M | $170.0M | ||
| Q4 24 | $-13.7M | $-189.7M | ||
| Q3 24 | $10.0M | $1.2B | ||
| Q2 24 | $18.2M | $503.9M |
毛利率AXLRNR
| 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AXLRNR
| Q1 26 | — | — | ||
| Q4 25 | -2.4% | 42.5% | ||
| Q3 25 | 3.2% | 46.3% | ||
| Q2 25 | 3.6% | 41.8% | ||
| Q1 25 | 3.0% | -2.0% | ||
| Q4 24 | 2.6% | -3.6% | ||
| Q3 24 | 2.8% | 43.7% | ||
| Q2 24 | 5.3% | 25.0% |
净利率AXLRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | -5.4% | 25.6% | ||
| Q3 25 | 0.6% | 28.7% | ||
| Q2 25 | 2.6% | 26.1% | ||
| Q1 25 | 0.5% | 4.9% | ||
| Q4 24 | -1.0% | -8.3% | ||
| Q3 24 | 0.7% | 29.8% | ||
| Q2 24 | 1.1% | 17.8% |
每股收益（稀释后）AXLRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $-0.62 | $16.16 | ||
| Q3 25 | $0.07 | $19.40 | ||
| Q2 25 | $0.32 | $17.20 | ||
| Q1 25 | $0.06 | $3.27 | ||
| Q4 24 | $-0.11 | $-3.76 | ||
| Q3 24 | $0.08 | $22.62 | ||
| Q2 24 | $0.15 | $9.41 |
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 | $1.6B |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $640.0M | $4.3B |
| 总资产 | $6.7B | $53.7B |
| 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AXLRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $708.9M | $1.7B | ||
| Q3 25 | $714.1M | $1.7B | ||
| Q2 25 | $586.5M | $1.4B | ||
| Q1 25 | $549.2M | $1.6B | ||
| Q4 24 | $552.9M | $1.7B | ||
| Q3 24 | $542.5M | $1.6B | ||
| Q2 24 | $519.9M | $1.6B |
总债务AXLRNR
| Q1 26 | — | — | ||
| Q4 25 | $4.0B | $2.3B | ||
| Q3 25 | $2.6B | $2.2B | ||
| Q2 25 | $2.6B | $2.3B | ||
| Q1 25 | $2.6B | $2.8B | ||
| Q4 24 | $2.6B | $1.9B | ||
| Q3 24 | $2.6B | $1.9B | ||
| Q2 24 | $2.7B | $2.0B |
股东权益AXLRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $640.0M | $11.6B | ||
| Q3 25 | $718.4M | $11.5B | ||
| Q2 25 | $673.0M | $10.8B | ||
| Q1 25 | $596.3M | $10.3B | ||
| Q4 24 | $562.8M | $10.6B | ||
| Q3 24 | $616.3M | $11.2B | ||
| Q2 24 | $609.6M | $10.2B |
总资产AXLRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $6.7B | $53.8B | ||
| Q3 25 | $5.3B | $54.5B | ||
| Q2 25 | $5.3B | $54.7B | ||
| Q1 25 | $5.1B | $53.6B | ||
| Q4 24 | $5.1B | $50.7B | ||
| Q3 24 | $5.3B | $52.8B | ||
| Q2 24 | $5.3B | $51.6B |
负债/权益比AXLRNR
| Q1 26 | — | — | ||
| Q4 25 | 6.31× | 0.20× | ||
| Q3 25 | 3.61× | 0.19× | ||
| Q2 25 | 3.86× | 0.21× | ||
| Q1 25 | 4.38× | 0.27× | ||
| Q4 24 | 4.58× | 0.18× | ||
| Q3 24 | 4.28× | 0.17× | ||
| Q2 24 | 4.42× | 0.19× |
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AXLRNR
| Q1 26 | — | — | ||
| Q4 25 | $120.5M | $483.0M | ||
| Q3 25 | $143.3M | $1.6B | ||
| Q2 25 | $91.9M | $1.5B | ||
| Q1 25 | $55.9M | $157.8M | ||
| Q4 24 | $151.2M | $778.9M | ||
| Q3 24 | $143.6M | $1.5B | ||
| Q2 24 | $142.8M | $1.2B |
自由现金流AXLRNR
| 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AXLRNR
| 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AXLRNR
| 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AXLRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | 15.58× | 1.73× | ||
| Q2 25 | 2.34× | 1.76× | ||
| Q1 25 | 7.87× | 0.93× | ||
| Q4 24 | — | — | ||
| Q3 24 | 14.36× | 1.26× | ||
| Q2 24 | 7.85× | 2.41× |
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% |
RNR
暂无分部数据
