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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与StoneX Group Inc.（SNEX）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StoneX Group Inc.的1.2倍（$1.4B vs $1.2B），StoneX Group Inc.净利率更高（11.6% vs -5.4%，领先17.0%），StoneX Group Inc.同比增速更快（81.0% vs 0.2%），AMERICAN AXLE & MANUFACTURING HOLDINGS INC自由现金流更多（$54.7M vs $-1.3B），过去两年StoneX Group Inc.的营收复合增速更高（53.5% 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。
StoneX集团是美国知名金融服务企业，核心业务覆盖商业套期保值、全球支付、证券、实物大宗商品、外汇，以及清算与执行服务六大板块，可为全球各类客户提供专业合规的多元化金融服务。
AXL vs SNEX — 直观对比
营收规模更大
AXL
是对方的1.2倍
$1.2B
营收增速更快
SNEX
高出80.8%
0.2%
净利率更高
SNEX
高出17.0%
-5.4%
自由现金流更多
AXL
多$1.3B
$-1.3B
两年增速更快
SNEX
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.2B |
| 净利润 | $-75.3M | $139.0M |
| 毛利率 | 10.2% | — |
| 营业利润率 | -2.4% | 15.4% |
| 净利率 | -5.4% | 11.6% |
| 营收同比 | 0.2% | 81.0% |
| 净利润同比 | -449.6% | 63.3% |
| 每股收益（稀释后） | $-0.62 | $2.50 |
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AXLSNEX
| Q4 25 | $1.4B | $1.2B | ||
| Q3 25 | $1.5B | $32.7B | ||
| Q2 25 | $1.5B | $851.2M | ||
| Q1 25 | $1.4B | $820.4M | ||
| Q4 24 | $1.4B | $663.1M | ||
| Q3 24 | $1.5B | $31.1B | ||
| Q2 24 | $1.6B | $571.8M | ||
| Q1 24 | $1.6B | $509.2M |
净利润AXLSNEX
| Q4 25 | $-75.3M | $139.0M | ||
| Q3 25 | $9.2M | $85.7M | ||
| Q2 25 | $39.3M | $63.4M | ||
| Q1 25 | $7.1M | $71.7M | ||
| Q4 24 | $-13.7M | $85.1M | ||
| Q3 24 | $10.0M | $76.7M | ||
| Q2 24 | $18.2M | $61.9M | ||
| Q1 24 | $20.5M | $53.1M |
毛利率AXLSNEX
| Q4 25 | 10.2% | — | ||
| Q3 25 | 12.6% | 3.7% | ||
| Q2 25 | 13.1% | — | ||
| Q1 25 | 12.3% | — | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | 11.4% | 3.0% | ||
| Q2 24 | 13.3% | — | ||
| Q1 24 | 12.4% | — |
营业利润率AXLSNEX
| Q4 25 | -2.4% | 15.4% | ||
| Q3 25 | 3.2% | 0.3% | ||
| Q2 25 | 3.6% | -1.3% | ||
| Q1 25 | 3.0% | -1.0% | ||
| Q4 24 | 2.6% | -3.2% | ||
| Q3 24 | 2.8% | -0.0% | ||
| Q2 24 | 5.3% | -4.7% | ||
| Q1 24 | 4.8% | -2.5% |
净利率AXLSNEX
| Q4 25 | -5.4% | 11.6% | ||
| Q3 25 | 0.6% | 0.3% | ||
| Q2 25 | 2.6% | 7.4% | ||
| Q1 25 | 0.5% | 8.7% | ||
| Q4 24 | -1.0% | 12.8% | ||
| Q3 24 | 0.7% | 0.2% | ||
| Q2 24 | 1.1% | 10.8% | ||
| Q1 24 | 1.3% | 10.4% |
每股收益（稀释后）AXLSNEX
| Q4 25 | $-0.62 | $2.50 | ||
| Q3 25 | $0.07 | $0.72 | ||
| Q2 25 | $0.32 | $1.22 | ||
| Q1 25 | $0.06 | $1.41 | ||
| Q4 24 | $-0.11 | $1.69 | ||
| Q3 24 | $0.08 | $2.32 | ||
| Q2 24 | $0.15 | $1.25 | ||
| Q1 24 | $0.17 | $1.09 |
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 | $2.5B |
| 总资产 | $6.7B | $47.8B |
| 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AXLSNEX
| Q4 25 | $708.9M | $1.6B | ||
| Q3 25 | $714.1M | $1.6B | ||
| Q2 25 | $586.5M | $1.3B | ||
| Q1 25 | $549.2M | $1.3B | ||
| Q4 24 | $552.9M | $1.4B | ||
| Q3 24 | $542.5M | $1.3B | ||
| Q2 24 | $519.9M | $1.2B | ||
| Q1 24 | $469.8M | $1.3B |
总债务AXLSNEX
| 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AXLSNEX
| Q4 25 | $640.0M | $2.5B | ||
| Q3 25 | $718.4M | $2.4B | ||
| Q2 25 | $673.0M | $2.0B | ||
| Q1 25 | $596.3M | $1.9B | ||
| Q4 24 | $562.8M | $1.8B | ||
| Q3 24 | $616.3M | $1.7B | ||
| Q2 24 | $609.6M | $1.6B | ||
| Q1 24 | $621.4M | $1.5B |
总资产AXLSNEX
| Q4 25 | $6.7B | $47.8B | ||
| Q3 25 | $5.3B | $45.3B | ||
| Q2 25 | $5.3B | $34.3B | ||
| Q1 25 | $5.1B | $31.3B | ||
| Q4 24 | $5.1B | $29.6B | ||
| Q3 24 | $5.3B | $27.5B | ||
| Q2 24 | $5.3B | $25.9B | ||
| Q1 24 | $5.4B | $25.7B |
负债/权益比AXLSNEX
| 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 | $-1.3B |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $-1.3B |
| 自由现金流率自由现金流/营收 | 4.0% | -106.4% |
| 资本支出强度资本支出/营收 | 4.8% | 1.3% |
| 现金转化率经营现金流/净利润 | — | -9.08× |
| 过去12个月自由现金流最近4个季度 | $155.1M | $3.5B |
8季度趋势，按日历期对齐
经营现金流AXLSNEX
| Q4 25 | $120.5M | $-1.3B | ||
| Q3 25 | $143.3M | $3.5B | ||
| Q2 25 | $91.9M | $1.5B | ||
| Q1 25 | $55.9M | $-154.5M | ||
| Q4 24 | $151.2M | $-477.8M | ||
| Q3 24 | $143.6M | $192.6M | ||
| Q2 24 | $142.8M | $-622.1M | ||
| Q1 24 | $17.8M | $784.0M |
自由现金流AXLSNEX
| Q4 25 | $54.7M | $-1.3B | ||
| Q3 25 | $79.2M | $3.5B | ||
| Q2 25 | $34.6M | $1.5B | ||
| Q1 25 | $-13.4M | $-169.8M | ||
| Q4 24 | $73.2M | $-491.4M | ||
| Q3 24 | $70.4M | $175.9M | ||
| Q2 24 | $94.0M | $-640.5M | ||
| Q1 24 | $-30.2M | $766.6M |
自由现金流率AXLSNEX
| Q4 25 | 4.0% | -106.4% | ||
| Q3 25 | 5.3% | 10.7% | ||
| Q2 25 | 2.3% | 173.3% | ||
| Q1 25 | -0.9% | -20.7% | ||
| Q4 24 | 5.3% | -74.1% | ||
| Q3 24 | 4.7% | 0.6% | ||
| Q2 24 | 5.8% | -112.0% | ||
| Q1 24 | -1.9% | 150.5% |
资本支出强度AXLSNEX
| Q4 25 | 4.8% | 1.3% | ||
| Q3 25 | 4.3% | 0.1% | ||
| Q2 25 | 3.7% | 1.9% | ||
| Q1 25 | 4.9% | 1.9% | ||
| Q4 24 | 5.6% | 2.1% | ||
| Q3 24 | 4.9% | 0.1% | ||
| Q2 24 | 3.0% | 3.2% | ||
| Q1 24 | 3.0% | 3.4% |
现金转化率AXLSNEX
| Q4 25 | — | -9.08× | ||
| Q3 25 | 15.58× | 41.18× | ||
| Q2 25 | 2.34× | 23.52× | ||
| Q1 25 | 7.87× | -2.15× | ||
| Q4 24 | — | -5.61× | ||
| Q3 24 | 14.36× | 2.51× | ||
| Q2 24 | 7.85× | -10.05× | ||
| Q1 24 | 0.87× | 14.76× |
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% |
SNEX
暂无分部数据
