vs
Acadian Asset Management Inc.（AAMI）与BLUE OWL CAPITAL INC.（OWL）财务数据对比。点击上方公司名可切换其他公司
BLUE OWL CAPITAL INC.的季度营收约是Acadian Asset Management Inc.的4.4倍（$755.6M vs $172.2M）。Acadian Asset Management Inc.净利率更高（20.2% vs 6.3%，领先13.8%）。BLUE OWL CAPITAL INC.同比增速更快（19.7% vs 2.6%）。过去两年Acadian Asset Management Inc.的营收复合增速更高（27.6% vs 21.3%）
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。
Blue Owl Capital Inc.是美国另类投资资产管理机构，于纽约证券交易所挂牌上市，股票代码为OWL，总部设在纽约市，在伦敦、迪拜、中国香港等全球多地设有办事处，专注为各类客户提供专业的另类资产管理解决方案。
AAMI vs OWL — 直观对比
营收规模更大
OWL
是对方的4.4倍
$172.2M
营收增速更快
OWL
高出17.1%
2.6%
净利率更高
AAMI
高出13.8%
6.3%
两年增速更快
AAMI
近两年复合增速
21.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $172.2M | $755.6M |
| 净利润 | $34.7M | $47.7M |
| 毛利率 | — | — |
| 营业利润率 | 33.3% | 22.2% |
| 净利率 | 20.2% | 6.3% |
| 营收同比 | 2.6% | 19.7% |
| 净利润同比 | -18.4% | 129.8% |
| 每股收益（稀释后） | $0.97 | $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AAMIOWL
| Q4 25 | $172.2M | $755.6M | ||
| Q3 25 | $144.2M | $728.0M | ||
| Q2 25 | $127.4M | $703.1M | ||
| Q1 25 | $119.9M | $683.5M | ||
| Q4 24 | $167.8M | $631.4M | ||
| Q3 24 | $123.1M | $600.9M | ||
| Q2 24 | $109.0M | $549.8M | ||
| Q1 24 | $105.7M | $513.3M |
净利润AAMIOWL
| Q4 25 | $34.7M | $47.7M | ||
| Q3 25 | $15.1M | $6.3M | ||
| Q2 25 | $10.1M | $17.4M | ||
| Q1 25 | $20.1M | $7.4M | ||
| Q4 24 | $42.5M | $20.7M | ||
| Q3 24 | $16.9M | $29.8M | ||
| Q2 24 | $11.0M | $33.9M | ||
| Q1 24 | $14.6M | $25.1M |
营业利润率AAMIOWL
| Q4 25 | 33.3% | 22.2% | ||
| Q3 25 | 18.4% | 7.6% | ||
| Q2 25 | 12.7% | 12.0% | ||
| Q1 25 | 26.6% | 5.9% | ||
| Q4 24 | 38.7% | 11.7% | ||
| Q3 24 | 21.9% | 18.7% | ||
| Q2 24 | 18.9% | 28.4% | ||
| Q1 24 | 21.7% | 24.7% |
净利率AAMIOWL
| Q4 25 | 20.2% | 6.3% | ||
| Q3 25 | 10.5% | 0.9% | ||
| Q2 25 | 7.9% | 2.5% | ||
| Q1 25 | 16.8% | 1.1% | ||
| Q4 24 | 25.3% | 3.3% | ||
| Q3 24 | 13.7% | 5.0% | ||
| Q2 24 | 10.1% | 6.2% | ||
| Q1 24 | 13.8% | 4.9% |
每股收益（稀释后）AAMIOWL
| Q4 25 | $0.97 | $0.07 | ||
| Q3 25 | $0.42 | $0.01 | ||
| Q2 25 | $0.28 | $0.02 | ||
| Q1 25 | $0.54 | $0.00 | ||
| Q4 24 | $1.11 | $0.06 | ||
| Q3 24 | $0.45 | $0.04 | ||
| Q2 24 | $0.29 | $0.06 | ||
| Q1 24 | $0.37 | $0.04 |
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 | — | $194.5M |
| 总债务越低越好 | $200.0M | $3.3B |
| 股东权益账面价值 | — | $2.2B |
| 总资产 | $677.0M | $12.5B |
| 负债/权益比越低杠杆越低 | — | 1.51× |
8季度趋势，按日历期对齐
现金及短期投资AAMIOWL
| Q4 25 | — | $194.5M | ||
| Q3 25 | — | $137.3M | ||
| Q2 25 | — | $117.6M | ||
| Q1 25 | — | $97.6M | ||
| Q4 24 | — | $152.1M | ||
| Q3 24 | — | $115.9M | ||
| Q2 24 | — | $436.8M | ||
| Q1 24 | — | $155.8M |
总债务AAMIOWL
| Q4 25 | $200.0M | $3.3B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | — | $3.2B | ||
| Q1 25 | — | $3.2B | ||
| Q4 24 | $275.0M | $2.6B | ||
| Q3 24 | — | $2.5B | ||
| Q2 24 | — | $2.5B | ||
| Q1 24 | — | $2.1B |
股东权益AAMIOWL
| Q4 25 | — | $2.2B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $1.7B | ||
| Q1 24 | — | $1.6B |
总资产AAMIOWL
| Q4 25 | $677.0M | $12.5B | ||
| Q3 25 | $751.4M | $12.5B | ||
| Q2 25 | $672.3M | $12.3B | ||
| Q1 25 | $677.3M | $12.3B | ||
| Q4 24 | $703.2M | $11.0B | ||
| Q3 24 | $555.2M | $10.8B | ||
| Q2 24 | $533.1M | $9.7B | ||
| Q1 24 | $544.9M | $9.0B |
负债/权益比AAMIOWL
| Q4 25 | — | 1.51× | ||
| Q3 25 | — | 1.41× | ||
| Q2 25 | — | 1.38× | ||
| Q1 25 | — | 1.37× | ||
| Q4 24 | — | 1.22× | ||
| Q3 24 | — | 1.27× | ||
| Q2 24 | — | 1.41× | ||
| Q1 24 | — | 1.26× |
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 | $8.7M | $382.9M |
| 自由现金流经营现金流 - 资本支出 | — | $359.1M |
| 自由现金流率自由现金流/营收 | — | 47.5% |
| 资本支出强度资本支出/营收 | — | 3.1% |
| 现金转化率经营现金流/净利润 | 0.25× | 8.03× |
| 过去12个月自由现金流最近4个季度 | — | $1.2B |
8季度趋势，按日历期对齐
经营现金流AAMIOWL
| Q4 25 | $8.7M | $382.9M | ||
| Q3 25 | $-23.9M | $433.1M | ||
| Q2 25 | $61.6M | $422.5M | ||
| Q1 25 | $-48.8M | $17.6M | ||
| Q4 24 | $-19.1M | $324.0M | ||
| Q3 24 | $69.6M | $326.0M | ||
| Q2 24 | $45.7M | $302.3M | ||
| Q1 24 | $-40.4M | $47.2M |
自由现金流AAMIOWL
| Q4 25 | — | $359.1M | ||
| Q3 25 | — | $422.5M | ||
| Q2 25 | — | $412.5M | ||
| Q1 25 | — | $4.2M | ||
| Q4 24 | — | $310.1M | ||
| Q3 24 | — | $314.8M | ||
| Q2 24 | — | $269.4M | ||
| Q1 24 | — | $41.1M |
自由现金流率AAMIOWL
| Q4 25 | — | 47.5% | ||
| Q3 25 | — | 58.0% | ||
| Q2 25 | — | 58.7% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 49.1% | ||
| Q3 24 | — | 52.4% | ||
| Q2 24 | — | 49.0% | ||
| Q1 24 | — | 8.0% |
资本支出强度AAMIOWL
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 2.2% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 6.0% | ||
| Q1 24 | — | 1.2% |
现金转化率AAMIOWL
| Q4 25 | 0.25× | 8.03× | ||
| Q3 25 | -1.58× | 68.64× | ||
| Q2 25 | 6.10× | 24.25× | ||
| Q1 25 | -2.43× | 2.37× | ||
| Q4 24 | -0.45× | 15.62× | ||
| Q3 24 | 4.12× | 10.94× | ||
| Q2 24 | 4.15× | 8.91× | ||
| Q1 24 | -2.77× | 1.88× |
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
OWL
| Credit Platform | $455.0M | 60% |
| GP Strategic Capital Platform | $157.0M | 21% |
| Administrative Service | $87.6M | 12% |
| IPI Partners LLC | $33.8M | 4% |
| Other | $22.2M | 3% |
