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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与SONOCO PRODUCTS CO（SON）财务数据对比。点击上方公司名可切换其他公司
SONOCO PRODUCTS CO的季度营收约是AMERICAN AXLE & MANUFACTURING HOLDINGS INC的1.2倍（$1.7B vs $1.4B），SONOCO PRODUCTS CO净利率更高（4.1% vs -5.4%，领先9.5%），AMERICAN AXLE & MANUFACTURING HOLDINGS INC同比增速更快（0.2% vs -1.9%），AMERICAN AXLE & MANUFACTURING HOLDINGS INC自由现金流更多（$54.7M vs $-428.3B），过去两年SONOCO PRODUCTS CO的营收复合增速更高（1.2% 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。
索诺科产品公司是美国多元化包装服务商，主营消费包装、工业产品、防护包装及包装供应链服务，是全球最大的复合罐、纸管和纸芯生产商。公司成立于1889年，年净销售额约73亿美元，在33个国家设有超335个运营点，员工1.99万名，业务覆盖超85个国家，总部位于南卡罗来纳州哈茨维尔。
AXL vs SON — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.7B |
| 净利润 | $-75.3M | $68.0M |
| 毛利率 | 10.2% | 20.6% |
| 营业利润率 | -2.4% | 7.6% |
| 净利率 | -5.4% | 4.1% |
| 营收同比 | 0.2% | -1.9% |
| 净利润同比 | -449.6% | 24.1% |
| 每股收益（稀释后） | $-0.62 | $0.68 |
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
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.4B | $1.8B | ||
| Q3 25 | $1.5B | $2.1B | ||
| Q2 25 | $1.5B | $1.9B | ||
| Q1 25 | $1.4B | $1.7B | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.5B | $1.7B | ||
| Q2 24 | $1.6B | $1.6B |
| Q1 26 | — | $68.0M | ||
| Q4 25 | $-75.3M | $332.2M | ||
| Q3 25 | $9.2M | $122.9M | ||
| Q2 25 | $39.3M | $493.4M | ||
| Q1 25 | $7.1M | $54.4M | ||
| Q4 24 | $-13.7M | — | ||
| Q3 24 | $10.0M | $50.9M | ||
| Q2 24 | $18.2M | $90.8M |
| Q1 26 | — | 20.6% | ||
| Q4 25 | 10.2% | 19.6% | ||
| Q3 25 | 12.6% | 21.9% | ||
| Q2 25 | 13.1% | 21.3% | ||
| Q1 25 | 12.3% | 20.7% | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | 11.4% | 21.4% | ||
| Q2 24 | 13.3% | 22.0% |
| Q1 26 | — | 7.6% | ||
| Q4 25 | -2.4% | 29.4% | ||
| Q3 25 | 3.2% | 9.1% | ||
| Q2 25 | 3.6% | 9.2% | ||
| Q1 25 | 3.0% | 7.4% | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 2.8% | 7.6% | ||
| Q2 24 | 5.3% | 8.6% |
| Q1 26 | — | 4.1% | ||
| Q4 25 | -5.4% | 18.8% | ||
| Q3 25 | 0.6% | 5.8% | ||
| Q2 25 | 2.6% | 25.8% | ||
| Q1 25 | 0.5% | 3.2% | ||
| Q4 24 | -1.0% | — | ||
| Q3 24 | 0.7% | 3.0% | ||
| Q2 24 | 1.1% | 5.6% |
| Q1 26 | — | $0.68 | ||
| Q4 25 | $-0.62 | $3.33 | ||
| Q3 25 | $0.07 | $1.23 | ||
| Q2 25 | $0.32 | $4.96 | ||
| Q1 25 | $0.06 | $0.55 | ||
| Q4 24 | $-0.11 | — | ||
| Q3 24 | $0.08 | $0.51 | ||
| Q2 24 | $0.15 | $0.92 |
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 | $224.5M |
| 总债务越低越好 | $4.0B | $3.5B |
| 股东权益账面价值 | $640.0M | $3.6B |
| 总资产 | $6.7B | $11.1B |
| 负债/权益比越低杠杆越低 | 6.31× | 0.97× |
8季度趋势，按日历期对齐
| Q1 26 | — | $224.5M | ||
| Q4 25 | $708.9M | $378.4M | ||
| Q3 25 | $714.1M | $244.9M | ||
| Q2 25 | $586.5M | $329.8M | ||
| Q1 25 | $549.2M | $181.8M | ||
| Q4 24 | $552.9M | — | ||
| Q3 24 | $542.5M | $1.9B | ||
| Q2 24 | $519.9M | $140.2M |
| Q1 26 | — | $3.5B | ||
| Q4 25 | $4.0B | $3.8B | ||
| Q3 25 | $2.6B | $3.8B | ||
| Q2 25 | $2.6B | $5.0B | ||
| Q1 25 | $2.6B | $5.0B | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.6B | $4.3B | ||
| Q2 24 | $2.7B | $2.5B |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $640.0M | $3.6B | ||
| Q3 25 | $718.4M | $3.3B | ||
| Q2 25 | $673.0M | $3.2B | ||
| Q1 25 | $596.3M | $2.4B | ||
| Q4 24 | $562.8M | — | ||
| Q3 24 | $616.3M | $2.5B | ||
| Q2 24 | $609.6M | $2.4B |
| Q1 26 | — | $11.1B | ||
| Q4 25 | $6.7B | $11.2B | ||
| Q3 25 | $5.3B | $11.7B | ||
| Q2 25 | $5.3B | $12.0B | ||
| Q1 25 | $5.1B | $12.7B | ||
| Q4 24 | $5.1B | — | ||
| Q3 24 | $5.3B | $9.0B | ||
| Q2 24 | $5.3B | $7.2B |
| Q1 26 | — | 0.97× | ||
| Q4 25 | 6.31× | 1.05× | ||
| Q3 25 | 3.61× | 1.15× | ||
| Q2 25 | 3.86× | 1.54× | ||
| Q1 25 | 4.38× | 2.03× | ||
| Q4 24 | 4.58× | — | ||
| Q3 24 | 4.28× | 1.74× | ||
| Q2 24 | 4.42× | 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 | — |
| 自由现金流经营现金流 - 资本支出 | $54.7M | $-428.3B |
| 自由现金流率自由现金流/营收 | 4.0% | -25554.2% |
| 资本支出强度资本支出/营收 | 4.8% | 3601.4% |
| 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 | $-427.6B |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $120.5M | $412.9M | ||
| Q3 25 | $143.3M | $291.5M | ||
| Q2 25 | $91.9M | $193.4M | ||
| Q1 25 | $55.9M | $-208.1M | ||
| Q4 24 | $151.2M | — | ||
| Q3 24 | $143.6M | $162.1M | ||
| Q2 24 | $142.8M | $109.3M |
| Q1 26 | — | $-428.3B | ||
| Q4 25 | $54.7M | $322.3M | ||
| Q3 25 | $79.2M | $225.6M | ||
| Q2 25 | $34.6M | $98.6M | ||
| Q1 25 | $-13.4M | $-300.8M | ||
| Q4 24 | $73.2M | — | ||
| Q3 24 | $70.4M | $70.5M | ||
| Q2 24 | $94.0M | $16.0M |
| Q1 26 | — | -25554.2% | ||
| Q4 25 | 4.0% | 18.2% | ||
| Q3 25 | 5.3% | 10.6% | ||
| Q2 25 | 2.3% | 5.2% | ||
| Q1 25 | -0.9% | -17.6% | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 4.7% | 4.2% | ||
| Q2 24 | 5.8% | 1.0% |
| Q1 26 | — | 3601.4% | ||
| Q4 25 | 4.8% | 5.1% | ||
| Q3 25 | 4.3% | 3.1% | ||
| Q2 25 | 3.7% | 5.0% | ||
| Q1 25 | 4.9% | 5.4% | ||
| Q4 24 | 5.6% | — | ||
| Q3 24 | 4.9% | 5.5% | ||
| Q2 24 | 3.0% | 5.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.24× | ||
| Q3 25 | 15.58× | 2.37× | ||
| Q2 25 | 2.34× | 0.39× | ||
| Q1 25 | 7.87× | -3.82× | ||
| Q4 24 | — | — | ||
| Q3 24 | 14.36× | 3.18× | ||
| Q2 24 | 7.85× | 1.20× |
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% |
SON
| Consumer Packaging | $1.1B | 65% |
| Industrial Paper Packaging | $579.4M | 35% |
| All Other | $55.1M | 3% |
