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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与STEWART INFORMATION SERVICES CORP（STC）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STEWART INFORMATION SERVICES CORP的1.8倍（$1.4B vs $764.6M），STEWART INFORMATION SERVICES CORP净利率更高（2.2% vs -5.4%，领先7.7%），STEWART INFORMATION SERVICES CORP同比增速更快（27.7% vs 0.2%），过去两年STEWART INFORMATION SERVICES CORP的营收复合增速更高（12.7% 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。
斯图尔特信息服务公司（STC）是一家主营房地产信息、产权保险及交易管理服务的企业，旗下全资子公司斯图尔特产权担保公司、斯图尔特产权公司通过直营网点、斯图尔特可信供应商网络内的独立代理机构及合作企业，为美国及全球市场提供相关产品与服务，总部位于得克萨斯州休斯敦，现有员工约6350人。
AXL vs STC — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $764.6M |
| 净利润 | $-75.3M | $17.0M |
| 毛利率 | 10.2% | — |
| 营业利润率 | -2.4% | — |
| 净利率 | -5.4% | 2.2% |
| 营收同比 | 0.2% | 27.7% |
| 净利润同比 | -449.6% | 448.4% |
| 每股收益（稀释后） | $-0.62 | — |
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 | — | $764.6M | ||
| Q4 25 | $1.4B | $790.6M | ||
| Q3 25 | $1.5B | $796.9M | ||
| Q2 25 | $1.5B | $722.2M | ||
| Q1 25 | $1.4B | $612.0M | ||
| Q4 24 | $1.4B | $665.9M | ||
| Q3 24 | $1.5B | $667.9M | ||
| Q2 24 | $1.6B | $602.2M |
| Q1 26 | — | $17.0M | ||
| Q4 25 | $-75.3M | $36.3M | ||
| Q3 25 | $9.2M | $44.3M | ||
| Q2 25 | $39.3M | $31.9M | ||
| Q1 25 | $7.1M | $3.1M | ||
| Q4 24 | $-13.7M | $22.7M | ||
| Q3 24 | $10.0M | $30.1M | ||
| Q2 24 | $18.2M | $17.3M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | -2.4% | 6.5% | ||
| Q3 25 | 3.2% | 7.7% | ||
| Q2 25 | 3.6% | 6.5% | ||
| Q1 25 | 3.0% | 1.0% | ||
| Q4 24 | 2.6% | 5.3% | ||
| Q3 24 | 2.8% | 6.4% | ||
| Q2 24 | 5.3% | 4.8% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | -5.4% | 4.6% | ||
| Q3 25 | 0.6% | 5.6% | ||
| Q2 25 | 2.6% | 4.4% | ||
| Q1 25 | 0.5% | 0.5% | ||
| Q4 24 | -1.0% | 3.4% | ||
| Q3 24 | 0.7% | 4.5% | ||
| Q2 24 | 1.1% | 2.9% |
| Q1 26 | — | — | ||
| Q4 25 | $-0.62 | $1.26 | ||
| Q3 25 | $0.07 | $1.55 | ||
| Q2 25 | $0.32 | $1.13 | ||
| Q1 25 | $0.06 | $0.11 | ||
| Q4 24 | $-0.11 | $0.81 | ||
| Q3 24 | $0.08 | $1.07 | ||
| Q2 24 | $0.15 | $0.62 |
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 | $317.5M |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $640.0M | — |
| 总资产 | $6.7B | — |
| 负债/权益比越低杠杆越低 | 6.31× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $317.5M | ||
| Q4 25 | $708.9M | $369.7M | ||
| Q3 25 | $714.1M | $233.2M | ||
| Q2 25 | $586.5M | $223.8M | ||
| Q1 25 | $549.2M | $194.2M | ||
| Q4 24 | $552.9M | $257.5M | ||
| Q3 24 | $542.5M | $228.7M | ||
| Q2 24 | $519.9M | $176.7M |
| Q1 26 | — | — | ||
| Q4 25 | $4.0B | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | $445.8M | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.7B | — |
| Q1 26 | — | — | ||
| Q4 25 | $640.0M | $1.6B | ||
| Q3 25 | $718.4M | $1.5B | ||
| Q2 25 | $673.0M | $1.4B | ||
| Q1 25 | $596.3M | $1.4B | ||
| Q4 24 | $562.8M | $1.4B | ||
| Q3 24 | $616.3M | $1.4B | ||
| Q2 24 | $609.6M | $1.4B |
| Q1 26 | — | — | ||
| Q4 25 | $6.7B | $3.3B | ||
| Q3 25 | $5.3B | $2.8B | ||
| Q2 25 | $5.3B | $2.8B | ||
| Q1 25 | $5.1B | $2.7B | ||
| Q4 24 | $5.1B | $2.7B | ||
| Q3 24 | $5.3B | $2.7B | ||
| Q2 24 | $5.3B | $2.6B |
| Q1 26 | — | — | ||
| Q4 25 | 6.31× | — | ||
| Q3 25 | 3.61× | — | ||
| Q2 25 | 3.86× | — | ||
| Q1 25 | 4.38× | — | ||
| Q4 24 | 4.58× | 0.32× | ||
| Q3 24 | 4.28× | — | ||
| Q2 24 | 4.42× | — |
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 | — |
| 自由现金流率自由现金流/营收 | 4.0% | — |
| 资本支出强度资本支出/营收 | 4.8% | — |
| 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 | — |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $120.5M | $89.5M | ||
| Q3 25 | $143.3M | $92.6M | ||
| Q2 25 | $91.9M | $53.4M | ||
| Q1 25 | $55.9M | $-29.9M | ||
| Q4 24 | $151.2M | $68.0M | ||
| Q3 24 | $143.6M | $76.1M | ||
| Q2 24 | $142.8M | $21.1M |
| Q1 26 | — | — | ||
| Q4 25 | $54.7M | $62.3M | ||
| Q3 25 | $79.2M | $73.6M | ||
| Q2 25 | $34.6M | $38.7M | ||
| Q1 25 | $-13.4M | $-42.2M | ||
| Q4 24 | $73.2M | $55.6M | ||
| Q3 24 | $70.4M | $67.4M | ||
| Q2 24 | $94.0M | $11.9M |
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 7.9% | ||
| Q3 25 | 5.3% | 9.2% | ||
| Q2 25 | 2.3% | 5.4% | ||
| Q1 25 | -0.9% | -6.9% | ||
| Q4 24 | 5.3% | 8.4% | ||
| Q3 24 | 4.7% | 10.1% | ||
| Q2 24 | 5.8% | 2.0% |
| Q1 26 | — | — | ||
| Q4 25 | 4.8% | 3.4% | ||
| Q3 25 | 4.3% | 2.4% | ||
| Q2 25 | 3.7% | 2.0% | ||
| Q1 25 | 4.9% | 2.0% | ||
| Q4 24 | 5.6% | 1.9% | ||
| Q3 24 | 4.9% | 1.3% | ||
| Q2 24 | 3.0% | 1.5% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.47× | ||
| Q3 25 | 15.58× | 2.09× | ||
| Q2 25 | 2.34× | 1.67× | ||
| Q1 25 | 7.87× | -9.73× | ||
| Q4 24 | — | 2.99× | ||
| Q3 24 | 14.36× | 2.53× | ||
| Q2 24 | 7.85× | 1.22× |
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% |
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |
