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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与Roper Technologies（ROP）财务数据对比。点击上方公司名可切换其他公司
Roper Technologies的季度营收约是AMERICAN AXLE & MANUFACTURING HOLDINGS INC的1.5倍（$2.1B vs $1.4B），Roper Technologies净利率更高（15.8% vs -5.4%，领先21.2%），Roper Technologies同比增速更快（11.3% vs 0.2%），Roper Technologies自由现金流更多（$507.0M vs $54.7M），过去两年Roper Technologies的营收复合增速更高（10.5% 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。
罗珀技术公司是一家专注于科技领域的控股企业，通过持有并运营多家不同细分赛道的科技公司，在科技产业投资与资产管理领域形成了成熟的业务体系，在全球相关市场具备较高的行业影响力。
AXL vs ROP — 直观对比
营收规模更大
ROP
是对方的1.5倍
$1.4B
营收增速更快
ROP
高出11.1%
0.2%
净利率更高
ROP
高出21.2%
-5.4%
自由现金流更多
ROP
多$452.3M
$54.7M
两年增速更快
ROP
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.1B |
| 净利润 | $-75.3M | $331.0M |
| 毛利率 | 10.2% | 69.4% |
| 营业利润率 | -2.4% | 27.2% |
| 净利率 | -5.4% | 15.8% |
| 营收同比 | 0.2% | 11.3% |
| 净利润同比 | -449.6% | 53.7% |
| 每股收益（稀释后） | $-0.62 | $4.87 |
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AXLROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.4B | $2.1B | ||
| Q3 25 | $1.5B | $2.0B | ||
| Q2 25 | $1.5B | $1.9B | ||
| Q1 25 | $1.4B | $1.9B | ||
| Q4 24 | $1.4B | $1.9B | ||
| Q3 24 | $1.5B | $1.8B | ||
| Q2 24 | $1.6B | $1.7B |
净利润AXLROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $-75.3M | $428.4M | ||
| Q3 25 | $9.2M | $398.5M | ||
| Q2 25 | $39.3M | $378.3M | ||
| Q1 25 | $7.1M | $331.1M | ||
| Q4 24 | $-13.7M | $462.3M | ||
| Q3 24 | $10.0M | $367.9M | ||
| Q2 24 | $18.2M | $337.1M |
毛利率AXLROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 10.2% | 69.5% | ||
| Q3 25 | 12.6% | 69.5% | ||
| Q2 25 | 13.1% | 69.2% | ||
| Q1 25 | 12.3% | 68.7% | ||
| Q4 24 | 11.2% | 68.3% | ||
| Q3 24 | 11.4% | 69.2% | ||
| Q2 24 | 13.3% | 69.5% |
营业利润率AXLROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | -2.4% | 28.6% | ||
| Q3 25 | 3.2% | 28.4% | ||
| Q2 25 | 3.6% | 28.2% | ||
| Q1 25 | 3.0% | 27.9% | ||
| Q4 24 | 2.6% | 28.0% | ||
| Q3 24 | 2.8% | 28.1% | ||
| Q2 24 | 5.3% | 28.8% |
净利率AXLROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | -5.4% | 20.8% | ||
| Q3 25 | 0.6% | 19.8% | ||
| Q2 25 | 2.6% | 19.5% | ||
| Q1 25 | 0.5% | 17.6% | ||
| Q4 24 | -1.0% | 24.6% | ||
| Q3 24 | 0.7% | 20.8% | ||
| Q2 24 | 1.1% | 19.6% |
每股收益（稀释后）AXLROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $-0.62 | $3.97 | ||
| Q3 25 | $0.07 | $3.68 | ||
| Q2 25 | $0.32 | $3.49 | ||
| Q1 25 | $0.06 | $3.06 | ||
| Q4 24 | $-0.11 | $4.29 | ||
| Q3 24 | $0.08 | $3.40 | ||
| Q2 24 | $0.15 | $3.12 |
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 | $382.9M |
| 总债务越低越好 | $4.0B | $9.7B |
| 股东权益账面价值 | $640.0M | $18.8B |
| 总资产 | $6.7B | $34.6B |
| 负债/权益比越低杠杆越低 | 6.31× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资AXLROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $708.9M | $297.4M | ||
| Q3 25 | $714.1M | $320.0M | ||
| Q2 25 | $586.5M | $242.4M | ||
| Q1 25 | $549.2M | $372.8M | ||
| Q4 24 | $552.9M | $188.2M | ||
| Q3 24 | $542.5M | $269.6M | ||
| Q2 24 | $519.9M | $251.5M |
总债务AXLROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $4.0B | $9.3B | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | $7.6B | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.7B | — |
股东权益AXLROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $640.0M | $19.9B | ||
| Q3 25 | $718.4M | $20.0B | ||
| Q2 25 | $673.0M | $19.6B | ||
| Q1 25 | $596.3M | $19.2B | ||
| Q4 24 | $562.8M | $18.9B | ||
| Q3 24 | $616.3M | $18.5B | ||
| Q2 24 | $609.6M | $18.1B |
总资产AXLROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $6.7B | $34.6B | ||
| Q3 25 | $5.3B | $34.6B | ||
| Q2 25 | $5.3B | $33.2B | ||
| Q1 25 | $5.1B | $31.4B | ||
| Q4 24 | $5.1B | $31.3B | ||
| Q3 24 | $5.3B | $31.6B | ||
| Q2 24 | $5.3B | $29.8B |
负债/权益比AXLROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 6.31× | 0.47× | ||
| Q3 25 | 3.61× | — | ||
| Q2 25 | 3.86× | — | ||
| Q1 25 | 4.38× | — | ||
| Q4 24 | 4.58× | 0.40× | ||
| Q3 24 | 4.28× | — | ||
| Q2 24 | 4.42× | — |
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 | $507.0M |
| 自由现金流率自由现金流/营收 | 4.0% | 24.2% |
| 资本支出强度资本支出/营收 | 4.8% | 0.5% |
| 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AXLROP
| Q1 26 | — | — | ||
| Q4 25 | $120.5M | $738.0M | ||
| Q3 25 | $143.3M | $869.5M | ||
| Q2 25 | $91.9M | $404.1M | ||
| Q1 25 | $55.9M | $528.7M | ||
| Q4 24 | $151.2M | $722.2M | ||
| Q3 24 | $143.6M | $755.4M | ||
| Q2 24 | $142.8M | $384.1M |
自由现金流AXLROP
| Q1 26 | — | $507.0M | ||
| 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AXLROP
| Q1 26 | — | 24.2% | ||
| 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AXLROP
| Q1 26 | — | 0.5% | ||
| 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AXLROP
| Q1 26 | — | — | ||
| Q4 25 | — | 1.72× | ||
| Q3 25 | 15.58× | 2.18× | ||
| Q2 25 | 2.34× | 1.07× | ||
| Q1 25 | 7.87× | 1.60× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | 14.36× | 2.05× | ||
| Q2 24 | 7.85× | 1.14× |
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% |
ROP
暂无分部数据
