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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与STIFEL FINANCIAL CORP（SF）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STIFEL FINANCIAL CORP的1.2倍（$1.4B vs $1.1B），STIFEL FINANCIAL CORP净利率更高（23.5% vs -5.4%，领先28.9%），STIFEL FINANCIAL CORP同比增速更快（23.0% vs 0.2%），STIFEL FINANCIAL CORP自由现金流更多（$369.0M vs $54.7M），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（21.1% 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。
司迪富金融是美国跨国独立投资银行及金融服务提供商，总部位于密苏里州圣路易斯市中心。其历史可追溯至1890年成立的Altheimer & Rawlings投资公司，1983年正式以Stifel为名成立，1986年11月24日在纽约证券交易所挂牌上市，为全球客户提供多元化金融服务。
AXL vs SF — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.1B |
| 净利润 | $-75.3M | $264.4M |
| 毛利率 | 10.2% | — |
| 营业利润率 | -2.4% | 27.3% |
| 净利率 | -5.4% | 23.5% |
| 营收同比 | 0.2% | 23.0% |
| 净利润同比 | -449.6% | 8.3% |
| 每股收益（稀释后） | $-0.62 | $2.30 |
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
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $1.5B | $962.6M | ||
| Q2 25 | $1.5B | $838.9M | ||
| Q1 25 | $1.4B | $842.5M | ||
| Q4 24 | $1.4B | $916.0M | ||
| Q3 24 | $1.5B | $810.9M | ||
| Q2 24 | $1.6B | $798.9M | ||
| Q1 24 | $1.6B | $768.1M |
| Q4 25 | $-75.3M | $264.4M | ||
| Q3 25 | $9.2M | $211.4M | ||
| Q2 25 | $39.3M | $155.1M | ||
| Q1 25 | $7.1M | $53.0M | ||
| Q4 24 | $-13.7M | $244.0M | ||
| Q3 24 | $10.0M | $158.5M | ||
| Q2 24 | $18.2M | $165.3M | ||
| Q1 24 | $20.5M | $163.6M |
| 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% | — | ||
| Q1 24 | 12.4% | — |
| Q4 25 | -2.4% | 27.3% | ||
| Q3 25 | 3.2% | 29.7% | ||
| Q2 25 | 3.6% | 25.5% | ||
| Q1 25 | 3.0% | 7.5% | ||
| Q4 24 | 2.6% | 29.1% | ||
| Q3 24 | 2.8% | 26.7% | ||
| Q2 24 | 5.3% | 28.4% | ||
| Q1 24 | 4.8% | 28.5% |
| Q4 25 | -5.4% | 23.5% | ||
| Q3 25 | 0.6% | 22.0% | ||
| Q2 25 | 2.6% | 18.5% | ||
| Q1 25 | 0.5% | 6.3% | ||
| Q4 24 | -1.0% | 26.6% | ||
| Q3 24 | 0.7% | 19.5% | ||
| Q2 24 | 1.1% | 20.7% | ||
| Q1 24 | 1.3% | 21.3% |
| Q4 25 | $-0.62 | $2.30 | ||
| Q3 25 | $0.07 | $1.84 | ||
| Q2 25 | $0.32 | $1.34 | ||
| Q1 25 | $0.06 | $0.39 | ||
| Q4 24 | $-0.11 | $2.10 | ||
| Q3 24 | $0.08 | $1.34 | ||
| Q2 24 | $0.15 | $1.41 | ||
| Q1 24 | $0.17 | $1.40 |
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 | $617.4M |
| 股东权益账面价值 | $640.0M | $6.0B |
| 总资产 | $6.7B | $41.3B |
| 负债/权益比越低杠杆越低 | 6.31× | 0.10× |
8季度趋势，按日历期对齐
| Q4 25 | $708.9M | $2.3B | ||
| Q3 25 | $714.1M | $3.2B | ||
| Q2 25 | $586.5M | $1.9B | ||
| Q1 25 | $549.2M | $2.7B | ||
| Q4 24 | $552.9M | $2.6B | ||
| Q3 24 | $542.5M | $1.9B | ||
| Q2 24 | $519.9M | $2.6B | ||
| Q1 24 | $469.8M | $3.4B |
| Q4 25 | $4.0B | $617.4M | ||
| Q3 25 | $2.6B | $617.2M | ||
| Q2 25 | $2.6B | $617.0M | ||
| Q1 25 | $2.6B | $616.8M | ||
| Q4 24 | $2.6B | $616.6M | ||
| Q3 24 | $2.6B | $616.4M | ||
| Q2 24 | $2.7B | $1.1B | ||
| Q1 24 | $2.7B | $1.1B |
| Q4 25 | $640.0M | $6.0B | ||
| Q3 25 | $718.4M | $5.8B | ||
| Q2 25 | $673.0M | $5.6B | ||
| Q1 25 | $596.3M | $5.5B | ||
| Q4 24 | $562.8M | $5.7B | ||
| Q3 24 | $616.3M | $5.6B | ||
| Q2 24 | $609.6M | $5.4B | ||
| Q1 24 | $621.4M | $5.3B |
| Q4 25 | $6.7B | $41.3B | ||
| Q3 25 | $5.3B | $41.7B | ||
| Q2 25 | $5.3B | $39.9B | ||
| Q1 25 | $5.1B | $40.4B | ||
| Q4 24 | $5.1B | $39.9B | ||
| Q3 24 | $5.3B | $38.9B | ||
| Q2 24 | $5.3B | $37.8B | ||
| Q1 24 | $5.4B | $38.3B |
| Q4 25 | 6.31× | 0.10× | ||
| Q3 25 | 3.61× | 0.11× | ||
| Q2 25 | 3.86× | 0.11× | ||
| Q1 25 | 4.38× | 0.11× | ||
| Q4 24 | 4.58× | 0.11× | ||
| Q3 24 | 4.28× | 0.11× | ||
| Q2 24 | 4.42× | 0.21× | ||
| Q1 24 | 4.40× | 0.21× |
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 | $382.4M |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $369.0M |
| 自由现金流率自由现金流/营收 | 4.0% | 32.7% |
| 资本支出强度资本支出/营收 | 4.8% | 1.2% |
| 现金转化率经营现金流/净利润 | — | 1.45× |
| 过去12个月自由现金流最近4个季度 | $155.1M | $1.1B |
8季度趋势，按日历期对齐
| Q4 25 | $120.5M | $382.4M | ||
| Q3 25 | $143.3M | $338.3M | ||
| Q2 25 | $91.9M | $607.5M | ||
| Q1 25 | $55.9M | $-211.2M | ||
| Q4 24 | $151.2M | $694.6M | ||
| Q3 24 | $143.6M | $198.3M | ||
| Q2 24 | $142.8M | $207.2M | ||
| Q1 24 | $17.8M | $-609.7M |
| Q4 25 | $54.7M | $369.0M | ||
| Q3 25 | $79.2M | $321.1M | ||
| Q2 25 | $34.6M | $592.7M | ||
| Q1 25 | $-13.4M | $-227.8M | ||
| Q4 24 | $73.2M | $677.2M | ||
| Q3 24 | $70.4M | $185.6M | ||
| Q2 24 | $94.0M | $173.3M | ||
| Q1 24 | $-30.2M | $-619.4M |
| Q4 25 | 4.0% | 32.7% | ||
| Q3 25 | 5.3% | 33.4% | ||
| Q2 25 | 2.3% | 70.6% | ||
| Q1 25 | -0.9% | -27.0% | ||
| Q4 24 | 5.3% | 73.9% | ||
| Q3 24 | 4.7% | 22.9% | ||
| Q2 24 | 5.8% | 21.7% | ||
| Q1 24 | -1.9% | -80.6% |
| Q4 25 | 4.8% | 1.2% | ||
| Q3 25 | 4.3% | 1.8% | ||
| Q2 25 | 3.7% | 1.8% | ||
| Q1 25 | 4.9% | 2.0% | ||
| Q4 24 | 5.6% | 1.9% | ||
| Q3 24 | 4.9% | 1.6% | ||
| Q2 24 | 3.0% | 4.2% | ||
| Q1 24 | 3.0% | 1.3% |
| Q4 25 | — | 1.45× | ||
| Q3 25 | 15.58× | 1.60× | ||
| Q2 25 | 2.34× | 3.92× | ||
| Q1 25 | 7.87× | -3.99× | ||
| Q4 24 | — | 2.85× | ||
| Q3 24 | 14.36× | 1.25× | ||
| Q2 24 | 7.85× | 1.25× | ||
| Q1 24 | 0.87× | -3.73× |
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% |
SF
暂无分部数据
