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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与Sylvamo Corp（SLVM）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Sylvamo Corp的1.6倍（$1.4B vs $890.0M），Sylvamo Corp净利率更高（3.7% vs -5.4%，领先9.1%），AMERICAN AXLE & MANUFACTURING HOLDINGS INC同比增速更快（0.2% vs -8.2%），AMERICAN AXLE & MANUFACTURING HOLDINGS INC自由现金流更多（$54.7M vs $38.0M），过去两年Sylvamo Corp的营收复合增速更高（-0.8% 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。
西尔瓦莫公司是全球领先的可持续纸浆与纸品生产商，核心产品包括非涂布印刷纸、包装纸及商用纸浆，业务覆盖北美、欧洲、拉美地区，服务办公耗材、出版、商业印刷、包装等多个领域。
AXL vs SLVM — 直观对比
营收规模更大
AXL
是对方的1.6倍
$890.0M
营收增速更快
AXL
高出8.5%
-8.2%
净利率更高
SLVM
高出9.1%
-5.4%
自由现金流更多
AXL
多$16.7M
$38.0M
两年增速更快
SLVM
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $890.0M |
| 净利润 | $-75.3M | $33.0M |
| 毛利率 | 10.2% | — |
| 营业利润率 | -2.4% | 8.9% |
| 净利率 | -5.4% | 3.7% |
| 营收同比 | 0.2% | -8.2% |
| 净利润同比 | -449.6% | -59.3% |
| 每股收益（稀释后） | $-0.62 | $0.81 |
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AXLSLVM
| Q4 25 | $1.4B | $890.0M | ||
| Q3 25 | $1.5B | $846.0M | ||
| Q2 25 | $1.5B | $794.0M | ||
| Q1 25 | $1.4B | $821.0M | ||
| Q4 24 | $1.4B | $970.0M | ||
| Q3 24 | $1.5B | $965.0M | ||
| Q2 24 | $1.6B | $933.0M | ||
| Q1 24 | $1.6B | $905.0M |
净利润AXLSLVM
| Q4 25 | $-75.3M | $33.0M | ||
| Q3 25 | $9.2M | $57.0M | ||
| Q2 25 | $39.3M | $15.0M | ||
| Q1 25 | $7.1M | $27.0M | ||
| Q4 24 | $-13.7M | $81.0M | ||
| Q3 24 | $10.0M | $95.0M | ||
| Q2 24 | $18.2M | $83.0M | ||
| Q1 24 | $20.5M | $43.0M |
毛利率AXLSLVM
| 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% | — |
营业利润率AXLSLVM
| Q4 25 | -2.4% | 8.9% | ||
| Q3 25 | 3.2% | 11.6% | ||
| Q2 25 | 3.6% | 3.8% | ||
| Q1 25 | 3.0% | 5.4% | ||
| Q4 24 | 2.6% | 11.2% | ||
| Q3 24 | 2.8% | 15.5% | ||
| Q2 24 | 5.3% | 13.1% | ||
| Q1 24 | 4.8% | 8.0% |
净利率AXLSLVM
| Q4 25 | -5.4% | 3.7% | ||
| Q3 25 | 0.6% | 6.7% | ||
| Q2 25 | 2.6% | 1.9% | ||
| Q1 25 | 0.5% | 3.3% | ||
| Q4 24 | -1.0% | 8.4% | ||
| Q3 24 | 0.7% | 9.8% | ||
| Q2 24 | 1.1% | 8.9% | ||
| Q1 24 | 1.3% | 4.8% |
每股收益（稀释后）AXLSLVM
| Q4 25 | $-0.62 | $0.81 | ||
| Q3 25 | $0.07 | $1.41 | ||
| Q2 25 | $0.32 | $0.37 | ||
| Q1 25 | $0.06 | $0.65 | ||
| Q4 24 | $-0.11 | $1.91 | ||
| Q3 24 | $0.08 | $2.27 | ||
| Q2 24 | $0.15 | $1.98 | ||
| Q1 24 | $0.17 | $1.02 |
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 | $198.0M |
| 总债务越低越好 | $4.0B | $763.0M |
| 股东权益账面价值 | $640.0M | $966.0M |
| 总资产 | $6.7B | $2.8B |
| 负债/权益比越低杠杆越低 | 6.31× | 0.79× |
8季度趋势，按日历期对齐
现金及短期投资AXLSLVM
| Q4 25 | $708.9M | $198.0M | ||
| Q3 25 | $714.1M | $146.0M | ||
| Q2 25 | $586.5M | $183.0M | ||
| Q1 25 | $549.2M | $220.0M | ||
| Q4 24 | $552.9M | $309.0M | ||
| Q3 24 | $542.5M | $414.0M | ||
| Q2 24 | $519.9M | $213.0M | ||
| Q1 24 | $469.8M | $218.0M |
总债务AXLSLVM
| Q4 25 | $4.0B | $763.0M | ||
| Q3 25 | $2.6B | $778.0M | ||
| Q2 25 | $2.6B | $767.0M | ||
| Q1 25 | $2.6B | $794.0M | ||
| Q4 24 | $2.6B | $782.0M | ||
| Q3 24 | $2.6B | $883.0M | ||
| Q2 24 | $2.7B | $894.0M | ||
| Q1 24 | $2.7B | $921.0M |
股东权益AXLSLVM
| Q4 25 | $640.0M | $966.0M | ||
| Q3 25 | $718.4M | $977.0M | ||
| Q2 25 | $673.0M | $959.0M | ||
| Q1 25 | $596.3M | $908.0M | ||
| Q4 24 | $562.8M | $847.0M | ||
| Q3 24 | $616.3M | $937.0M | ||
| Q2 24 | $609.6M | $830.0M | ||
| Q1 24 | $621.4M | $889.0M |
总资产AXLSLVM
| Q4 25 | $6.7B | $2.8B | ||
| Q3 25 | $5.3B | $2.7B | ||
| Q2 25 | $5.3B | $2.7B | ||
| Q1 25 | $5.1B | $2.6B | ||
| Q4 24 | $5.1B | $2.6B | ||
| Q3 24 | $5.3B | $2.9B | ||
| Q2 24 | $5.3B | $2.7B | ||
| Q1 24 | $5.4B | $2.6B |
负债/权益比AXLSLVM
| Q4 25 | 6.31× | 0.79× | ||
| Q3 25 | 3.61× | 0.80× | ||
| Q2 25 | 3.86× | 0.80× | ||
| Q1 25 | 4.38× | 0.87× | ||
| Q4 24 | 4.58× | 0.92× | ||
| Q3 24 | 4.28× | 0.94× | ||
| Q2 24 | 4.42× | 1.08× | ||
| Q1 24 | 4.40× | 1.04× |
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 | $94.0M |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $38.0M |
| 自由现金流率自由现金流/营收 | 4.0% | 4.3% |
| 资本支出强度资本支出/营收 | 4.8% | 6.3% |
| 现金转化率经营现金流/净利润 | — | 2.85× |
| 过去12个月自由现金流最近4个季度 | $155.1M | $44.0M |
8季度趋势，按日历期对齐
经营现金流AXLSLVM
| Q4 25 | $120.5M | $94.0M | ||
| Q3 25 | $143.3M | $87.0M | ||
| Q2 25 | $91.9M | $64.0M | ||
| Q1 25 | $55.9M | $23.0M | ||
| Q4 24 | $151.2M | $164.0M | ||
| Q3 24 | $143.6M | $163.0M | ||
| Q2 24 | $142.8M | $115.0M | ||
| Q1 24 | $17.8M | $27.0M |
自由现金流AXLSLVM
| Q4 25 | $54.7M | $38.0M | ||
| Q3 25 | $79.2M | $33.0M | ||
| Q2 25 | $34.6M | $-2.0M | ||
| Q1 25 | $-13.4M | $-25.0M | ||
| Q4 24 | $73.2M | $100.0M | ||
| Q3 24 | $70.4M | $119.0M | ||
| Q2 24 | $94.0M | $62.0M | ||
| Q1 24 | $-30.2M | $-33.0M |
自由现金流率AXLSLVM
| Q4 25 | 4.0% | 4.3% | ||
| Q3 25 | 5.3% | 3.9% | ||
| Q2 25 | 2.3% | -0.3% | ||
| Q1 25 | -0.9% | -3.0% | ||
| Q4 24 | 5.3% | 10.3% | ||
| Q3 24 | 4.7% | 12.3% | ||
| Q2 24 | 5.8% | 6.6% | ||
| Q1 24 | -1.9% | -3.6% |
资本支出强度AXLSLVM
| Q4 25 | 4.8% | 6.3% | ||
| Q3 25 | 4.3% | 6.4% | ||
| Q2 25 | 3.7% | 8.3% | ||
| Q1 25 | 4.9% | 5.8% | ||
| Q4 24 | 5.6% | 6.6% | ||
| Q3 24 | 4.9% | 4.6% | ||
| Q2 24 | 3.0% | 5.7% | ||
| Q1 24 | 3.0% | 6.6% |
现金转化率AXLSLVM
| Q4 25 | — | 2.85× | ||
| Q3 25 | 15.58× | 1.53× | ||
| Q2 25 | 2.34× | 4.27× | ||
| Q1 25 | 7.87× | 0.85× | ||
| Q4 24 | — | 2.02× | ||
| Q3 24 | 14.36× | 1.72× | ||
| Q2 24 | 7.85× | 1.39× | ||
| Q1 24 | 0.87× | 0.63× |
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% |
SLVM
暂无分部数据
