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AFFILIATED MANAGERS GROUP, INC.（AMG）与南玻集团（CSGS）财务数据对比。点击上方公司名可切换其他公司
AFFILIATED MANAGERS GROUP, INC.的季度营收约是南玻集团的1.7倍（$556.6M vs $323.1M），AFFILIATED MANAGERS GROUP, INC.净利率更高（62.4% vs 2.2%，领先60.3%），AFFILIATED MANAGERS GROUP, INC.同比增速更快（6.2% vs 2.0%），AFFILIATED MANAGERS GROUP, INC.自由现金流更多（$254.5M vs $55.8M），过去两年AFFILIATED MANAGERS GROUP, INC.的营收复合增速更高（5.5% vs 4.6%）
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。
中国南玻集团股份有限公司是中国规模最大的建筑玻璃生产商，业务涵盖浮法玻璃、建筑玻璃、显示玻璃、汽车玻璃、镀膜玻璃、镜子、彩滤玻璃、太阳能玻璃及节能玻璃等各类玻璃产品的研发、生产与销售，产品广泛应用于建筑、消费电子、新能源汽车、光伏等多个领域。
AMG vs CSGS — 直观对比
营收规模更大
AMG
是对方的1.7倍
$323.1M
营收增速更快
AMG
高出4.1%
2.0%
净利率更高
AMG
高出60.3%
2.2%
自由现金流更多
AMG
多$198.7M
$55.8M
两年增速更快
AMG
近两年复合增速
4.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.6M | $323.1M |
| 净利润 | $347.5M | $7.0M |
| 毛利率 | — | 50.0% |
| 营业利润率 | 94.4% | 9.0% |
| 净利率 | 62.4% | 2.2% |
| 营收同比 | 6.2% | 2.0% |
| 净利润同比 | 114.2% | -79.7% |
| 每股收益（稀释后） | $10.87 | $0.24 |
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AMGCSGS
| Q4 25 | $556.6M | $323.1M | ||
| Q3 25 | $528.0M | $303.6M | ||
| Q2 25 | $493.2M | $297.1M | ||
| Q1 25 | $496.6M | $299.5M | ||
| Q4 24 | $524.3M | $316.7M | ||
| Q3 24 | $516.4M | $295.1M | ||
| Q2 24 | $500.3M | $290.3M | ||
| Q1 24 | $499.9M | $295.1M |
净利润AMGCSGS
| Q4 25 | $347.5M | $7.0M | ||
| Q3 25 | $212.4M | $20.5M | ||
| Q2 25 | $84.3M | $12.3M | ||
| Q1 25 | $72.4M | $16.1M | ||
| Q4 24 | $162.2M | $34.5M | ||
| Q3 24 | $123.6M | $19.1M | ||
| Q2 24 | $76.0M | $13.8M | ||
| Q1 24 | $149.8M | $19.5M |
毛利率AMGCSGS
| Q4 25 | — | 50.0% | ||
| Q3 25 | — | 48.1% | ||
| Q2 25 | — | 49.5% | ||
| Q1 25 | — | 48.4% | ||
| Q4 24 | — | 51.3% | ||
| Q3 24 | — | 49.4% | ||
| Q2 24 | — | 47.3% | ||
| Q1 24 | — | 46.5% |
营业利润率AMGCSGS
| Q4 25 | 94.4% | 9.0% | ||
| Q3 25 | 68.7% | 10.0% | ||
| Q2 25 | 34.8% | 10.0% | ||
| Q1 25 | 25.5% | 9.8% | ||
| Q4 24 | 52.2% | 13.4% | ||
| Q3 24 | 42.0% | 10.8% | ||
| Q2 24 | 35.6% | 8.8% | ||
| Q1 24 | 50.8% | 10.8% |
净利率AMGCSGS
| Q4 25 | 62.4% | 2.2% | ||
| Q3 25 | 40.2% | 6.7% | ||
| Q2 25 | 17.1% | 4.1% | ||
| Q1 25 | 14.6% | 5.4% | ||
| Q4 24 | 30.9% | 10.9% | ||
| Q3 24 | 23.9% | 6.5% | ||
| Q2 24 | 15.2% | 4.8% | ||
| Q1 24 | 30.0% | 6.6% |
每股收益（稀释后）AMGCSGS
| Q4 25 | $10.87 | $0.24 | ||
| Q3 25 | $6.87 | $0.73 | ||
| Q2 25 | $2.80 | $0.44 | ||
| Q1 25 | $2.20 | $0.57 | ||
| Q4 24 | $4.95 | $1.20 | ||
| Q3 24 | $3.78 | $0.67 | ||
| Q2 24 | $2.26 | $0.48 | ||
| Q1 24 | $4.14 | $0.68 |
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 | $180.0M |
| 总债务越低越好 | $2.7B | $539.5M |
| 股东权益账面价值 | $3.2B | $283.7M |
| 总资产 | $9.2B | $1.5B |
| 负债/权益比越低杠杆越低 | 0.83× | 1.90× |
8季度趋势，按日历期对齐
现金及短期投资AMGCSGS
| Q4 25 | $586.0M | $180.0M | ||
| Q3 25 | $476.1M | $158.4M | ||
| Q2 25 | $361.0M | $145.9M | ||
| Q1 25 | $816.5M | $136.0M | ||
| Q4 24 | $950.0M | $161.8M | ||
| Q3 24 | $1.0B | $118.4M | ||
| Q2 24 | $865.5M | $110.4M | ||
| Q1 24 | $793.4M | $120.8M |
总债务AMGCSGS
| Q4 25 | $2.7B | $539.5M | ||
| Q3 25 | $2.4B | $538.6M | ||
| Q2 25 | $2.6B | $537.8M | ||
| Q1 25 | $2.6B | $537.6M | ||
| Q4 24 | $2.6B | $538.5M | ||
| Q3 24 | $2.6B | $539.5M | ||
| Q2 24 | $2.5B | $540.5M | ||
| Q1 24 | $2.5B | $541.5M |
股东权益AMGCSGS
| Q4 25 | $3.2B | $283.7M | ||
| Q3 25 | $3.3B | $289.5M | ||
| Q2 25 | $3.2B | $290.7M | ||
| Q1 25 | $3.2B | $283.1M | ||
| Q4 24 | $3.3B | $282.6M | ||
| Q3 24 | $3.3B | $288.4M | ||
| Q2 24 | $3.3B | $273.3M | ||
| Q1 24 | $3.6B | $269.3M |
总资产AMGCSGS
| Q4 25 | $9.2B | $1.5B | ||
| Q3 25 | $8.9B | $1.5B | ||
| Q2 25 | $8.8B | $1.4B | ||
| Q1 25 | $8.7B | $1.4B | ||
| Q4 24 | $8.8B | $1.5B | ||
| Q3 24 | $8.9B | $1.4B | ||
| Q2 24 | $8.8B | $1.4B | ||
| Q1 24 | $9.0B | $1.3B |
负债/权益比AMGCSGS
| Q4 25 | 0.83× | 1.90× | ||
| Q3 25 | 0.71× | 1.86× | ||
| Q2 25 | 0.81× | 1.85× | ||
| Q1 25 | 0.82× | 1.90× | ||
| Q4 24 | 0.78× | 1.91× | ||
| Q3 24 | 0.79× | 1.87× | ||
| Q2 24 | 0.76× | 1.98× | ||
| Q1 24 | 0.70× | 2.01× |
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 | $59.2M |
| 自由现金流经营现金流 - 资本支出 | $254.5M | $55.8M |
| 自由现金流率自由现金流/营收 | 45.7% | 17.3% |
| 资本支出强度资本支出/营收 | 0.3% | 1.1% |
| 现金转化率经营现金流/净利润 | 0.74× | 8.46× |
| 过去12个月自由现金流最近4个季度 | $967.1M | $141.4M |
8季度趋势，按日历期对齐
经营现金流AMGCSGS
| Q4 25 | $256.4M | $59.2M | ||
| Q3 25 | $277.1M | $47.9M | ||
| Q2 25 | $230.8M | $37.3M | ||
| Q1 25 | $208.9M | $11.5M | ||
| Q4 24 | $212.5M | $82.5M | ||
| Q3 24 | $265.2M | $39.5M | ||
| Q2 24 | $245.2M | $43.1M | ||
| Q1 24 | $209.2M | $-29.4M |
自由现金流AMGCSGS
| Q4 25 | $254.5M | $55.8M | ||
| Q3 25 | $275.9M | $43.9M | ||
| Q2 25 | $229.4M | $34.6M | ||
| Q1 25 | $207.3M | $7.1M | ||
| Q4 24 | $211.4M | $76.6M | ||
| Q3 24 | $264.5M | $32.0M | ||
| Q2 24 | $244.6M | $38.8M | ||
| Q1 24 | $208.2M | $-34.1M |
自由现金流率AMGCSGS
| Q4 25 | 45.7% | 17.3% | ||
| Q3 25 | 52.3% | 14.5% | ||
| Q2 25 | 46.5% | 11.6% | ||
| Q1 25 | 41.7% | 2.4% | ||
| Q4 24 | 40.3% | 24.2% | ||
| Q3 24 | 51.2% | 10.8% | ||
| Q2 24 | 48.9% | 13.4% | ||
| Q1 24 | 41.6% | -11.6% |
资本支出强度AMGCSGS
| Q4 25 | 0.3% | 1.1% | ||
| Q3 25 | 0.2% | 1.3% | ||
| Q2 25 | 0.3% | 0.9% | ||
| Q1 25 | 0.3% | 1.5% | ||
| Q4 24 | 0.2% | 1.9% | ||
| Q3 24 | 0.1% | 2.5% | ||
| Q2 24 | 0.1% | 1.5% | ||
| Q1 24 | 0.2% | 1.6% |
现金转化率AMGCSGS
| Q4 25 | 0.74× | 8.46× | ||
| Q3 25 | 1.30× | 2.34× | ||
| Q2 25 | 2.74× | 3.04× | ||
| Q1 25 | 2.89× | 0.71× | ||
| Q4 24 | 1.31× | 2.39× | ||
| Q3 24 | 2.15× | 2.07× | ||
| Q2 24 | 3.23× | 3.12× | ||
| Q1 24 | 1.40× | -1.51× |
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
CSGS
| Software As A Service And Related Solutions | $287.2M | 89% |
| License And Service | $22.6M | 7% |
| Maintenance | $13.3M | 4% |
