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AMERICAN AXLE & MANUFACTURING HOLDINGS INC（AXL）与SUN COMMUNITIES INC（SUI）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SUN COMMUNITIES INC的2.0倍（$1.4B vs $697.2M），SUN COMMUNITIES INC净利率更高（1.7% vs -5.4%，领先7.2%），AMERICAN AXLE & MANUFACTURING HOLDINGS INC同比增速更快（0.2% vs -25.8%），过去两年SUN COMMUNITIES INC的营收复合增速更高（-2.1% 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。
Sun Communities是一家上市房地产投资信托基金，核心投资品类为预制住宅社区及房车营地物业。截至2025年6月2日，该公司在美国、加拿大、英国三地合计持有500处相关资产的权益，专注于居住及休闲类不动产投资领域。
AXL vs SUI — 直观对比
营收规模更大
AXL
是对方的2.0倍
$697.2M
营收增速更快
AXL
高出26.0%
-25.8%
净利率更高
SUI
高出7.2%
-5.4%
两年增速更快
SUI
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $697.2M |
| 净利润 | $-75.3M | $12.1M |
| 毛利率 | 10.2% | — |
| 营业利润率 | -2.4% | — |
| 净利率 | -5.4% | 1.7% |
| 营收同比 | 0.2% | -25.8% |
| 净利润同比 | -449.6% | -96.0% |
| 每股收益（稀释后） | $-0.62 | $0.07 |
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AXLSUI
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.5B | $697.2M | ||
| Q2 25 | $1.5B | $623.5M | ||
| Q1 25 | $1.4B | $470.2M | ||
| Q4 24 | $1.4B | $745.9M | ||
| Q3 24 | $1.5B | $939.9M | ||
| Q2 24 | $1.6B | $864.0M | ||
| Q1 24 | $1.6B | $671.3M |
净利润AXLSUI
| Q4 25 | $-75.3M | — | ||
| Q3 25 | $9.2M | $12.1M | ||
| Q2 25 | $39.3M | $1.3B | ||
| Q1 25 | $7.1M | $-41.2M | ||
| Q4 24 | $-13.7M | $-228.4M | ||
| Q3 24 | $10.0M | $300.5M | ||
| Q2 24 | $18.2M | $56.7M | ||
| Q1 24 | $20.5M | $-25.2M |
毛利率AXLSUI
| 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AXLSUI
| Q4 25 | -2.4% | — | ||
| Q3 25 | 3.2% | — | ||
| Q2 25 | 3.6% | — | ||
| Q1 25 | 3.0% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 2.8% | — | ||
| Q2 24 | 5.3% | — | ||
| Q1 24 | 4.8% | — |
净利率AXLSUI
| Q4 25 | -5.4% | — | ||
| Q3 25 | 0.6% | 1.7% | ||
| Q2 25 | 2.6% | 210.8% | ||
| Q1 25 | 0.5% | -8.8% | ||
| Q4 24 | -1.0% | -30.6% | ||
| Q3 24 | 0.7% | 32.0% | ||
| Q2 24 | 1.1% | 6.6% | ||
| Q1 24 | 1.3% | -3.8% |
每股收益（稀释后）AXLSUI
| Q4 25 | $-0.62 | — | ||
| Q3 25 | $0.07 | $0.07 | ||
| Q2 25 | $0.32 | $10.02 | ||
| Q1 25 | $0.06 | $-0.34 | ||
| Q4 24 | $-0.11 | $-1.80 | ||
| Q3 24 | $0.08 | $2.31 | ||
| Q2 24 | $0.15 | $0.42 | ||
| Q1 24 | $0.17 | $-0.22 |
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 | $542.7M |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $640.0M | $7.0B |
| 总资产 | $6.7B | $12.8B |
| 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AXLSUI
| Q4 25 | $708.9M | — | ||
| Q3 25 | $714.1M | $542.7M | ||
| Q2 25 | $586.5M | $889.7M | ||
| Q1 25 | $549.2M | — | ||
| Q4 24 | $552.9M | $47.4M | ||
| Q3 24 | $542.5M | — | ||
| Q2 24 | $519.9M | — | ||
| Q1 24 | $469.8M | — |
总债务AXLSUI
| Q4 25 | $4.0B | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | $7.4B | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.7B | — | ||
| Q1 24 | $2.7B | — |
股东权益AXLSUI
| Q4 25 | $640.0M | — | ||
| Q3 25 | $718.4M | $7.0B | ||
| Q2 25 | $673.0M | $7.4B | ||
| Q1 25 | $596.3M | $6.9B | ||
| Q4 24 | $562.8M | $7.1B | ||
| Q3 24 | $616.3M | $7.5B | ||
| Q2 24 | $609.6M | $6.9B | ||
| Q1 24 | $621.4M | $6.9B |
总资产AXLSUI
| Q4 25 | $6.7B | — | ||
| Q3 25 | $5.3B | $12.8B | ||
| Q2 25 | $5.3B | $13.4B | ||
| Q1 25 | $5.1B | $16.5B | ||
| Q4 24 | $5.1B | $16.5B | ||
| Q3 24 | $5.3B | $17.1B | ||
| Q2 24 | $5.3B | $17.0B | ||
| Q1 24 | $5.4B | $17.1B |
负债/权益比AXLSUI
| Q4 25 | 6.31× | — | ||
| Q3 25 | 3.61× | — | ||
| Q2 25 | 3.86× | — | ||
| Q1 25 | 4.38× | — | ||
| Q4 24 | 4.58× | 1.04× | ||
| 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 | $197.8M |
| 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 | — | 16.35× |
| 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
经营现金流AXLSUI
| Q4 25 | $120.5M | — | ||
| Q3 25 | $143.3M | $197.8M | ||
| Q2 25 | $91.9M | $256.0M | ||
| Q1 25 | $55.9M | $243.9M | ||
| Q4 24 | $151.2M | $118.0M | ||
| Q3 24 | $143.6M | $189.2M | ||
| Q2 24 | $142.8M | $311.3M | ||
| Q1 24 | $17.8M | $242.5M |
自由现金流AXLSUI
| Q4 25 | $54.7M | — | ||
| Q3 25 | $79.2M | — | ||
| Q2 25 | $34.6M | — | ||
| Q1 25 | $-13.4M | — | ||
| Q4 24 | $73.2M | — | ||
| Q3 24 | $70.4M | — | ||
| Q2 24 | $94.0M | — | ||
| Q1 24 | $-30.2M | — |
自由现金流率AXLSUI
| Q4 25 | 4.0% | — | ||
| Q3 25 | 5.3% | — | ||
| Q2 25 | 2.3% | — | ||
| Q1 25 | -0.9% | — | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 4.7% | — | ||
| Q2 24 | 5.8% | — | ||
| Q1 24 | -1.9% | — |
资本支出强度AXLSUI
| Q4 25 | 4.8% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 3.7% | — | ||
| Q1 25 | 4.9% | — | ||
| Q4 24 | 5.6% | — | ||
| Q3 24 | 4.9% | — | ||
| Q2 24 | 3.0% | — | ||
| Q1 24 | 3.0% | — |
现金转化率AXLSUI
| Q4 25 | — | — | ||
| Q3 25 | 15.58× | 16.35× | ||
| Q2 25 | 2.34× | 0.19× | ||
| Q1 25 | 7.87× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 14.36× | 0.63× | ||
| Q2 24 | 7.85× | 5.49× | ||
| Q1 24 | 0.87× | — |
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% |
SUI
暂无分部数据
