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AFFILIATED MANAGERS GROUP, INC.(AMG)与亚玛芬体育(AS)财务数据对比。点击上方公司名可切换其他公司
亚玛芬体育的季度营收约是AFFILIATED MANAGERS GROUP, INC.的1.9倍($1.1B vs $556.6M),AFFILIATED MANAGERS GROUP, INC.净利率更高(62.4% vs 1.8%,领先60.6%),AFFILIATED MANAGERS GROUP, INC.自由现金流更多($254.5M vs $92.2M)
Affiliated Managers Group(简称AMG)是一家成立于1993年的美国金融服务企业,总部位于佛罗里达州西棕榈滩。公司股票在纽约证券交易所挂牌交易,代码为AMG,同时是标普400美国中型企业指数的成份股。
亚玛芬体育是芬兰跨国运动装备企业,总部位于赫尔辛基,成立于1950年。早年为涉足烟草贸易、航运、出版等领域的多元化工业集团,后逐步转型专注于体育用品的生产与营销,现有员工超9700人,2018年起成为中国安踏体育旗下子公司。
AMG vs AS — 直观对比
营收规模更大
AS
是对方的1.9倍
$556.6M
净利率更高
AMG
高出60.6%
1.8%
自由现金流更多
AMG
多$162.3M
$92.2M
损益表 — Q4 FY2025 vs Q1 FY2024
| 指标 | ||
|---|---|---|
| 营收 | $556.6M | $1.1B |
| 净利润 | $347.5M | $19.0M |
| 毛利率 | — | 52.8% |
| 营业利润率 | 94.4% | 12.4% |
| 净利率 | 62.4% | 1.8% |
| 营收同比 | 6.2% | — |
| 净利润同比 | 114.2% | — |
| 每股收益(稀释后) | $10.87 | $0.05 |
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
AMG
AS
| Q4 25 | $556.6M | — | ||
| Q3 25 | $528.0M | — | ||
| Q2 25 | $493.2M | — | ||
| Q1 25 | $496.6M | — | ||
| Q4 24 | $524.3M | — | ||
| Q3 24 | $516.4M | — | ||
| Q2 24 | $500.3M | — | ||
| Q1 24 | $499.9M | $1.1B |
净利润
AMG
AS
| Q4 25 | $347.5M | — | ||
| Q3 25 | $212.4M | — | ||
| Q2 25 | $84.3M | — | ||
| Q1 25 | $72.4M | — | ||
| Q4 24 | $162.2M | — | ||
| Q3 24 | $123.6M | — | ||
| Q2 24 | $76.0M | — | ||
| Q1 24 | $149.8M | $19.0M |
毛利率
AMG
AS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 52.8% |
营业利润率
AMG
AS
| Q4 25 | 94.4% | — | ||
| Q3 25 | 68.7% | — | ||
| Q2 25 | 34.8% | — | ||
| Q1 25 | 25.5% | — | ||
| Q4 24 | 52.2% | — | ||
| Q3 24 | 42.0% | — | ||
| Q2 24 | 35.6% | — | ||
| Q1 24 | 50.8% | 12.4% |
净利率
AMG
AS
| Q4 25 | 62.4% | — | ||
| Q3 25 | 40.2% | — | ||
| Q2 25 | 17.1% | — | ||
| Q1 25 | 14.6% | — | ||
| Q4 24 | 30.9% | — | ||
| Q3 24 | 23.9% | — | ||
| Q2 24 | 15.2% | — | ||
| Q1 24 | 30.0% | 1.8% |
每股收益(稀释后)
AMG
AS
| Q4 25 | $10.87 | — | ||
| Q3 25 | $6.87 | — | ||
| Q2 25 | $2.80 | — | ||
| Q1 25 | $2.20 | — | ||
| Q4 24 | $4.95 | — | ||
| Q3 24 | $3.78 | — | ||
| Q2 24 | $2.26 | — | ||
| Q1 24 | $4.14 | $0.05 |
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 | $586.0M | — |
| 总债务越低越好 | $2.7B | — |
| 股东权益账面价值 | $3.2B | — |
| 总资产 | $9.2B | — |
| 负债/权益比越低杠杆越低 | 0.83× | — |
8季度趋势,按日历期对齐
现金及短期投资
AMG
AS
| Q4 25 | $586.0M | — | ||
| Q3 25 | $476.1M | — | ||
| Q2 25 | $361.0M | — | ||
| Q1 25 | $816.5M | — | ||
| Q4 24 | $950.0M | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $865.5M | — | ||
| Q1 24 | $793.4M | — |
总债务
AMG
AS
| Q4 25 | $2.7B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.5B | — | ||
| Q1 24 | $2.5B | — |
股东权益
AMG
AS
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.3B | — | ||
| Q2 25 | $3.2B | — | ||
| Q1 25 | $3.2B | — | ||
| Q4 24 | $3.3B | — | ||
| Q3 24 | $3.3B | — | ||
| Q2 24 | $3.3B | — | ||
| Q1 24 | $3.6B | — |
总资产
AMG
AS
| Q4 25 | $9.2B | — | ||
| Q3 25 | $8.9B | — | ||
| Q2 25 | $8.8B | — | ||
| Q1 25 | $8.7B | — | ||
| Q4 24 | $8.8B | — | ||
| Q3 24 | $8.9B | — | ||
| Q2 24 | $8.8B | — | ||
| Q1 24 | $9.0B | — |
负债/权益比
AMG
AS
| Q4 25 | 0.83× | — | ||
| Q3 25 | 0.71× | — | ||
| Q2 25 | 0.81× | — | ||
| Q1 25 | 0.82× | — | ||
| Q4 24 | 0.78× | — | ||
| Q3 24 | 0.79× | — | ||
| Q2 24 | 0.76× | — | ||
| Q1 24 | 0.70× | — |
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 | $256.4M | $114.3M |
| 自由现金流经营现金流 - 资本支出 | $254.5M | $92.2M |
| 自由现金流率自由现金流/营收 | 45.7% | 8.8% |
| 资本支出强度资本支出/营收 | 0.3% | 2.1% |
| 现金转化率经营现金流/净利润 | 0.74× | 6.02× |
| 过去12个月自由现金流最近4个季度 | $967.1M | — |
8季度趋势,按日历期对齐
经营现金流
AMG
AS
| Q4 25 | $256.4M | — | ||
| Q3 25 | $277.1M | — | ||
| Q2 25 | $230.8M | — | ||
| Q1 25 | $208.9M | — | ||
| Q4 24 | $212.5M | — | ||
| Q3 24 | $265.2M | — | ||
| Q2 24 | $245.2M | — | ||
| Q1 24 | $209.2M | $114.3M |
自由现金流
AMG
AS
| Q4 25 | $254.5M | — | ||
| Q3 25 | $275.9M | — | ||
| Q2 25 | $229.4M | — | ||
| Q1 25 | $207.3M | — | ||
| Q4 24 | $211.4M | — | ||
| Q3 24 | $264.5M | — | ||
| Q2 24 | $244.6M | — | ||
| Q1 24 | $208.2M | $92.2M |
自由现金流率
AMG
AS
| Q4 25 | 45.7% | — | ||
| Q3 25 | 52.3% | — | ||
| Q2 25 | 46.5% | — | ||
| Q1 25 | 41.7% | — | ||
| Q4 24 | 40.3% | — | ||
| Q3 24 | 51.2% | — | ||
| Q2 24 | 48.9% | — | ||
| Q1 24 | 41.6% | 8.8% |
资本支出强度
AMG
AS
| Q4 25 | 0.3% | — | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 0.3% | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 0.1% | — | ||
| Q2 24 | 0.1% | — | ||
| Q1 24 | 0.2% | 2.1% |
现金转化率
AMG
AS
| Q4 25 | 0.74× | — | ||
| Q3 25 | 1.30× | — | ||
| Q2 25 | 2.74× | — | ||
| Q1 25 | 2.89× | — | ||
| Q4 24 | 1.31× | — | ||
| Q3 24 | 2.15× | — | ||
| Q2 24 | 3.23× | — | ||
| Q1 24 | 1.40× | 6.02× |
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
AMG
暂无分部数据
AS
| Americas2 | $409.6M | 39% |
| EMEA1 | $356.9M | 34% |
| Greater China3 | $205.6M | 20% |
| Asia Pacific4 | $78.2M | 7% |