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Acadian Asset Management Inc.(AAMI)与汉密尔顿莱恩(HLNE)财务数据对比。点击上方公司名可切换其他公司
汉密尔顿莱恩的季度营收约是Acadian Asset Management Inc.的1.2倍($198.6M vs $172.2M),汉密尔顿莱恩净利率更高(29.4% vs 20.2%,领先9.2%),汉密尔顿莱恩同比增速更快(18.0% vs 2.6%),过去两年Acadian Asset Management Inc.的营收复合增速更高(27.6% vs 6.0%)
Acadian Asset Management Inc.是一家总部位于美国马萨诸塞州波士顿的资产管理机构,专注于为全球机构及个人客户提供专业的投资管理解决方案,在资产管理领域拥有成熟的服务经验与市场布局。
汉密尔顿莱恩是美国知名另类投资管理与咨询机构,总部位于宾夕法尼亚州康舍霍肯,深耕私募市场投资领域,为全球各类机构及专业客户提供多元的投资产品与专属咨询解决方案。
AAMI vs HLNE — 直观对比
营收规模更大
HLNE
是对方的1.2倍
$172.2M
营收增速更快
HLNE
高出15.4%
2.6%
净利率更高
HLNE
高出9.2%
20.2%
两年增速更快
AAMI
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $172.2M | $198.6M |
| 净利润 | $34.7M | $58.4M |
| 毛利率 | — | — |
| 营业利润率 | 33.3% | 60.5% |
| 净利率 | 20.2% | 29.4% |
| 营收同比 | 2.6% | 18.0% |
| 净利润同比 | -18.4% | 10.2% |
| 每股收益(稀释后) | $0.97 | — |
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
AAMI
HLNE
| Q4 25 | $172.2M | $198.6M | ||
| Q3 25 | $144.2M | $190.9M | ||
| Q2 25 | $127.4M | $176.0M | ||
| Q1 25 | $119.9M | $198.0M | ||
| Q4 24 | $167.8M | $168.3M | ||
| Q3 24 | $123.1M | $150.0M | ||
| Q2 24 | $109.0M | $196.7M | ||
| Q1 24 | $105.7M | $176.7M |
净利润
AAMI
HLNE
| Q4 25 | $34.7M | $58.4M | ||
| Q3 25 | $15.1M | $70.9M | ||
| Q2 25 | $10.1M | $53.7M | ||
| Q1 25 | $20.1M | $50.5M | ||
| Q4 24 | $42.5M | $53.0M | ||
| Q3 24 | $16.9M | $55.0M | ||
| Q2 24 | $11.0M | $59.0M | ||
| Q1 24 | $14.6M | $48.4M |
营业利润率
AAMI
HLNE
| Q4 25 | 33.3% | 60.5% | ||
| Q3 25 | 18.4% | 61.6% | ||
| Q2 25 | 12.7% | 54.2% | ||
| Q1 25 | 26.6% | 44.6% | ||
| Q4 24 | 38.7% | 53.6% | ||
| Q3 24 | 21.9% | 51.4% | ||
| Q2 24 | 18.9% | 54.3% | ||
| Q1 24 | 21.7% | 55.0% |
净利率
AAMI
HLNE
| Q4 25 | 20.2% | 29.4% | ||
| Q3 25 | 10.5% | 37.1% | ||
| Q2 25 | 7.9% | 30.5% | ||
| Q1 25 | 16.8% | 25.5% | ||
| Q4 24 | 25.3% | 31.5% | ||
| Q3 24 | 13.7% | 36.7% | ||
| Q2 24 | 10.1% | 30.0% | ||
| Q1 24 | 13.8% | 27.4% |
每股收益(稀释后)
AAMI
HLNE
| Q4 25 | $0.97 | — | ||
| Q3 25 | $0.42 | — | ||
| Q2 25 | $0.28 | — | ||
| Q1 25 | $0.54 | — | ||
| Q4 24 | $1.11 | — | ||
| Q3 24 | $0.45 | — | ||
| Q2 24 | $0.29 | — | ||
| Q1 24 | $0.37 | — |
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 | — | — |
| 总债务越低越好 | $200.0M | $279.5M |
| 股东权益账面价值 | — | $877.4M |
| 总资产 | $677.0M | $2.2B |
| 负债/权益比越低杠杆越低 | — | 0.32× |
8季度趋势,按日历期对齐
总债务
AAMI
HLNE
| Q4 25 | $200.0M | $279.5M | ||
| Q3 25 | — | $285.6M | ||
| Q2 25 | — | $288.6M | ||
| Q1 25 | — | $290.3M | ||
| Q4 24 | $275.0M | $292.0M | ||
| Q3 24 | — | $195.0M | ||
| Q2 24 | — | $195.6M | ||
| Q1 24 | — | $196.2M |
股东权益
AAMI
HLNE
| Q4 25 | — | $877.4M | ||
| Q3 25 | — | $825.8M | ||
| Q2 25 | — | $758.8M | ||
| Q1 25 | — | $717.3M | ||
| Q4 24 | — | $649.3M | ||
| Q3 24 | — | $606.6M | ||
| Q2 24 | — | $566.4M | ||
| Q1 24 | — | $525.2M |
总资产
AAMI
HLNE
| Q4 25 | $677.0M | $2.2B | ||
| Q3 25 | $751.4M | $2.0B | ||
| Q2 25 | $672.3M | $1.8B | ||
| Q1 25 | $677.3M | $1.7B | ||
| Q4 24 | $703.2M | $1.6B | ||
| Q3 24 | $555.2M | $1.4B | ||
| Q2 24 | $533.1M | $1.4B | ||
| Q1 24 | $544.9M | $1.3B |
负债/权益比
AAMI
HLNE
| Q4 25 | — | 0.32× | ||
| Q3 25 | — | 0.35× | ||
| Q2 25 | — | 0.38× | ||
| Q1 25 | — | 0.40× | ||
| Q4 24 | — | 0.45× | ||
| Q3 24 | — | 0.32× | ||
| Q2 24 | — | 0.35× | ||
| Q1 24 | — | 0.37× |
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 | $-2.4M | $74.1M |
| 自由现金流经营现金流 - 资本支出 | — | $72.4M |
| 自由现金流率自由现金流/营收 | — | 36.5% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | -0.07× | 1.27× |
| 过去12个月自由现金流最近4个季度 | — | $606.5M |
8季度趋势,按日历期对齐
经营现金流
AAMI
HLNE
| Q4 25 | $-2.4M | $74.1M | ||
| Q3 25 | $-23.9M | $118.9M | ||
| Q2 25 | $61.6M | $128.9M | ||
| Q1 25 | $-48.8M | $300.8M | ||
| Q4 24 | $55.8M | $64.4M | ||
| Q3 24 | $69.6M | $117.4M | ||
| Q2 24 | $45.7M | $79.7M | ||
| Q1 24 | $-40.4M | $120.9M |
自由现金流
AAMI
HLNE
| Q4 25 | — | $72.4M | ||
| Q3 25 | — | $117.8M | ||
| Q2 25 | — | $127.6M | ||
| Q1 25 | — | $288.7M | ||
| Q4 24 | — | $58.8M | ||
| Q3 24 | — | $115.8M | ||
| Q2 24 | — | $78.2M | ||
| Q1 24 | — | $109.8M |
自由现金流率
AAMI
HLNE
| Q4 25 | — | 36.5% | ||
| Q3 25 | — | 61.7% | ||
| Q2 25 | — | 72.5% | ||
| Q1 25 | — | 145.8% | ||
| Q4 24 | — | 34.9% | ||
| Q3 24 | — | 77.2% | ||
| Q2 24 | — | 39.8% | ||
| Q1 24 | — | 62.1% |
资本支出强度
AAMI
HLNE
| Q4 25 | — | 0.8% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | — | 6.1% | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | — | 1.0% | ||
| Q2 24 | — | 0.8% | ||
| Q1 24 | — | 6.3% |
现金转化率
AAMI
HLNE
| Q4 25 | -0.07× | 1.27× | ||
| Q3 25 | -1.58× | 1.68× | ||
| Q2 25 | 6.10× | 2.40× | ||
| Q1 25 | -2.43× | 5.96× | ||
| Q4 24 | 1.31× | 1.22× | ||
| Q3 24 | 4.12× | 2.14× | ||
| Q2 24 | 4.15× | 1.35× | ||
| Q1 24 | -2.77× | 2.50× |
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
AAMI
暂无分部数据
HLNE
| Management And Advisory Fee Revenue Specialized Funds | $98.5M | 50% |
| Incentive Fee Revenue Specialized Funds | $39.4M | 20% |
| Management And Advisory Fee Revenue Customized Separate Accounts | $36.1M | 18% |
| Management And Advisory Fee Revenue Reporting And Other | $9.3M | 5% |
| Incentive Fee Revenue Customized Separate Accounts | $5.9M | 3% |
| Management And Advisory Fee Revenue Advisory | $4.8M | 2% |
| Management And Advisory Fee Revenue Fund Reimbursement Revenue | $3.9M | 2% |