vs
AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与Revvity（RVTY）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Revvity的1.8倍（$1.4B vs $772.1M），Revvity净利率更高（12.7% vs -5.4%，领先18.2%），Revvity同比增速更快（5.9% vs 0.2%），Revvity自由现金流更多（$161.8M vs $54.7M），过去两年Revvity的营收复合增速更高（9.0% 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。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
AXL vs RVTY — 直观对比
营收规模更大
AXL
是对方的1.8倍
$772.1M
营收增速更快
RVTY
高出5.6%
0.2%
净利率更高
RVTY
高出18.2%
-5.4%
自由现金流更多
RVTY
多$107.1M
$54.7M
两年增速更快
RVTY
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $772.1M |
| 净利润 | $-75.3M | $98.4M |
| 毛利率 | 10.2% | — |
| 营业利润率 | -2.4% | 14.5% |
| 净利率 | -5.4% | 12.7% |
| 营收同比 | 0.2% | 5.9% |
| 净利润同比 | -449.6% | 3.9% |
| 每股收益（稀释后） | $-0.62 | $0.86 |
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AXLRVTY
| Q4 25 | $1.4B | $772.1M | ||
| Q3 25 | $1.5B | $698.9M | ||
| Q2 25 | $1.5B | $720.3M | ||
| Q1 25 | $1.4B | $664.8M | ||
| Q4 24 | $1.4B | $729.4M | ||
| Q3 24 | $1.5B | $684.0M | ||
| Q2 24 | $1.6B | $691.7M | ||
| Q1 24 | $1.6B | $649.9M |
净利润AXLRVTY
| Q4 25 | $-75.3M | $98.4M | ||
| Q3 25 | $9.2M | $46.7M | ||
| Q2 25 | $39.3M | $53.9M | ||
| Q1 25 | $7.1M | $42.2M | ||
| Q4 24 | $-13.7M | $94.6M | ||
| Q3 24 | $10.0M | $94.4M | ||
| Q2 24 | $18.2M | $55.4M | ||
| Q1 24 | $20.5M | $26.0M |
毛利率AXLRVTY
| Q4 25 | 10.2% | — | ||
| Q3 25 | 12.6% | 53.6% | ||
| Q2 25 | 13.1% | 54.5% | ||
| Q1 25 | 12.3% | 56.5% | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | 11.4% | 56.3% | ||
| Q2 24 | 13.3% | 55.7% | ||
| Q1 24 | 12.4% | 54.6% |
营业利润率AXLRVTY
| Q4 25 | -2.4% | 14.5% | ||
| Q3 25 | 3.2% | 11.7% | ||
| Q2 25 | 3.6% | 12.6% | ||
| Q1 25 | 3.0% | 10.9% | ||
| Q4 24 | 2.6% | 16.3% | ||
| Q3 24 | 2.8% | 14.3% | ||
| Q2 24 | 5.3% | 12.4% | ||
| Q1 24 | 4.8% | 6.8% |
净利率AXLRVTY
| Q4 25 | -5.4% | 12.7% | ||
| Q3 25 | 0.6% | 6.7% | ||
| Q2 25 | 2.6% | 7.5% | ||
| Q1 25 | 0.5% | 6.4% | ||
| Q4 24 | -1.0% | 13.0% | ||
| Q3 24 | 0.7% | 13.8% | ||
| Q2 24 | 1.1% | 8.0% | ||
| Q1 24 | 1.3% | 4.0% |
每股收益（稀释后）AXLRVTY
| Q4 25 | $-0.62 | $0.86 | ||
| Q3 25 | $0.07 | $0.40 | ||
| Q2 25 | $0.32 | $0.46 | ||
| Q1 25 | $0.06 | $0.35 | ||
| Q4 24 | $-0.11 | $0.77 | ||
| Q3 24 | $0.08 | $0.77 | ||
| Q2 24 | $0.15 | $0.45 | ||
| Q1 24 | $0.17 | $0.21 |
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 | $919.9M |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $640.0M | $7.3B |
| 总资产 | $6.7B | $12.2B |
| 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AXLRVTY
| Q4 25 | $708.9M | $919.9M | ||
| Q3 25 | $714.1M | $931.4M | ||
| Q2 25 | $586.5M | $991.8M | ||
| Q1 25 | $549.2M | $1.1B | ||
| Q4 24 | $552.9M | $1.2B | ||
| Q3 24 | $542.5M | $1.2B | ||
| Q2 24 | $519.9M | $2.0B | ||
| Q1 24 | $469.8M | $1.7B |
总债务AXLRVTY
| 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AXLRVTY
| Q4 25 | $640.0M | $7.3B | ||
| Q3 25 | $718.4M | $7.4B | ||
| Q2 25 | $673.0M | $7.6B | ||
| Q1 25 | $596.3M | $7.6B | ||
| Q4 24 | $562.8M | $7.7B | ||
| Q3 24 | $616.3M | $7.9B | ||
| Q2 24 | $609.6M | $7.9B | ||
| Q1 24 | $621.4M | $7.8B |
总资产AXLRVTY
| Q4 25 | $6.7B | $12.2B | ||
| Q3 25 | $5.3B | $12.1B | ||
| Q2 25 | $5.3B | $12.4B | ||
| Q1 25 | $5.1B | $12.4B | ||
| Q4 24 | $5.1B | $12.4B | ||
| Q3 24 | $5.3B | $12.8B | ||
| Q2 24 | $5.3B | $13.4B | ||
| Q1 24 | $5.4B | $13.4B |
负债/权益比AXLRVTY
| 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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $161.8M |
| 自由现金流率自由现金流/营收 | 4.0% | 21.0% |
| 资本支出强度资本支出/营收 | 4.8% | 2.6% |
| 现金转化率经营现金流/净利润 | — | 1.85× |
| 过去12个月自由现金流最近4个季度 | $155.1M | $509.4M |
8季度趋势，按日历期对齐
经营现金流AXLRVTY
| Q4 25 | $120.5M | $182.0M | ||
| Q3 25 | $143.3M | $138.5M | ||
| Q2 25 | $91.9M | $134.3M | ||
| Q1 25 | $55.9M | $128.2M | ||
| Q4 24 | $151.2M | $174.2M | ||
| Q3 24 | $143.6M | $147.9M | ||
| Q2 24 | $142.8M | $158.6M | ||
| Q1 24 | $17.8M | $147.6M |
自由现金流AXLRVTY
| Q4 25 | $54.7M | $161.8M | ||
| Q3 25 | $79.2M | $120.0M | ||
| Q2 25 | $34.6M | $115.5M | ||
| Q1 25 | $-13.4M | $112.2M | ||
| Q4 24 | $73.2M | $149.8M | ||
| Q3 24 | $70.4M | $125.6M | ||
| Q2 24 | $94.0M | $136.6M | ||
| Q1 24 | $-30.2M | $129.7M |
自由现金流率AXLRVTY
| Q4 25 | 4.0% | 21.0% | ||
| Q3 25 | 5.3% | 17.2% | ||
| Q2 25 | 2.3% | 16.0% | ||
| Q1 25 | -0.9% | 16.9% | ||
| Q4 24 | 5.3% | 20.5% | ||
| Q3 24 | 4.7% | 18.4% | ||
| Q2 24 | 5.8% | 19.7% | ||
| Q1 24 | -1.9% | 20.0% |
资本支出强度AXLRVTY
| Q4 25 | 4.8% | 2.6% | ||
| Q3 25 | 4.3% | 2.6% | ||
| Q2 25 | 3.7% | 2.6% | ||
| Q1 25 | 4.9% | 2.4% | ||
| Q4 24 | 5.6% | 3.4% | ||
| Q3 24 | 4.9% | 3.3% | ||
| Q2 24 | 3.0% | 3.2% | ||
| Q1 24 | 3.0% | 2.7% |
现金转化率AXLRVTY
| Q4 25 | — | 1.85× | ||
| Q3 25 | 15.58× | 2.97× | ||
| Q2 25 | 2.34× | 2.49× | ||
| Q1 25 | 7.87× | 3.03× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | 14.36× | 1.57× | ||
| Q2 24 | 7.85× | 2.87× | ||
| Q1 24 | 0.87× | 5.67× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
