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AFFILIATED MANAGERS GROUP, INC.（AMG）与DELUXE CORP（DLX）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DELUXE CORP的1.0倍（$556.6M vs $535.2M），AFFILIATED MANAGERS GROUP, INC.净利率更高（62.4% vs 2.2%，领先60.2%），AFFILIATED MANAGERS GROUP, INC.同比增速更快（6.2% vs 2.8%），过去两年AFFILIATED MANAGERS GROUP, INC.的营收复合增速更高（5.5% vs 0.0%）
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。
德朗士公司是一家美国企业，提供支付处理、数据服务、票据与促销产品以及商户服务，业务分为B2B支付、数据、印刷和商户服务四大板块。截至2025年，公司为数百万中小企业和数千家金融机构提供服务，每年处理支付交易总额超2.8万亿美元，虽传统核心业务为票据印刷等印刷产品，如今支付与数据服务已成为核心板块。
AMG vs DLX — 直观对比
营收规模更大
AMG
是对方的1.0倍
$535.2M
营收增速更快
AMG
高出3.3%
2.8%
净利率更高
AMG
高出60.2%
2.2%
两年增速更快
AMG
近两年复合增速
0.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.6M | $535.2M |
| 净利润 | $347.5M | $12.0M |
| 毛利率 | — | 52.2% |
| 营业利润率 | 94.4% | 8.9% |
| 净利率 | 62.4% | 2.2% |
| 营收同比 | 6.2% | 2.8% |
| 净利润同比 | 114.2% | -5.0% |
| 每股收益（稀释后） | $10.87 | $0.25 |
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AMGDLX
| Q4 25 | $556.6M | $535.2M | ||
| Q3 25 | $528.0M | $540.2M | ||
| Q2 25 | $493.2M | $521.3M | ||
| Q1 25 | $496.6M | $536.5M | ||
| Q4 24 | $524.3M | $520.6M | ||
| Q3 24 | $516.4M | $528.4M | ||
| Q2 24 | $500.3M | $537.8M | ||
| Q1 24 | $499.9M | $535.0M |
净利润AMGDLX
| Q4 25 | $347.5M | $12.0M | ||
| Q3 25 | $212.4M | $33.7M | ||
| Q2 25 | $84.3M | $22.4M | ||
| Q1 25 | $72.4M | $14.0M | ||
| Q4 24 | $162.2M | $12.6M | ||
| Q3 24 | $123.6M | $8.9M | ||
| Q2 24 | $76.0M | $20.5M | ||
| Q1 24 | $149.8M | $10.8M |
毛利率AMGDLX
| Q4 25 | — | 52.2% | ||
| Q3 25 | — | 53.9% | ||
| Q2 25 | — | 53.6% | ||
| Q1 25 | — | 52.4% | ||
| Q4 24 | — | 52.3% | ||
| Q3 24 | — | 53.3% | ||
| Q2 24 | — | 53.7% | ||
| Q1 24 | — | 53.0% |
营业利润率AMGDLX
| Q4 25 | 94.4% | 8.9% | ||
| Q3 25 | 68.7% | 14.0% | ||
| Q2 25 | 34.8% | 11.7% | ||
| Q1 25 | 25.5% | 9.0% | ||
| Q4 24 | 52.2% | 9.0% | ||
| Q3 24 | 42.0% | 7.9% | ||
| Q2 24 | 35.6% | 11.0% | ||
| Q1 24 | 50.8% | 8.3% |
净利率AMGDLX
| Q4 25 | 62.4% | 2.2% | ||
| Q3 25 | 40.2% | 6.2% | ||
| Q2 25 | 17.1% | 4.3% | ||
| Q1 25 | 14.6% | 2.6% | ||
| Q4 24 | 30.9% | 2.4% | ||
| Q3 24 | 23.9% | 1.7% | ||
| Q2 24 | 15.2% | 3.8% | ||
| Q1 24 | 30.0% | 2.0% |
每股收益（稀释后）AMGDLX
| Q4 25 | $10.87 | $0.25 | ||
| Q3 25 | $6.87 | $0.74 | ||
| Q2 25 | $2.80 | $0.50 | ||
| Q1 25 | $2.20 | $0.31 | ||
| Q4 24 | $4.95 | $0.28 | ||
| Q3 24 | $3.78 | $0.20 | ||
| Q2 24 | $2.26 | $0.46 | ||
| Q1 24 | $4.14 | $0.24 |
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 | $36.9M |
| 总债务越低越好 | $2.7B | — |
| 股东权益账面价值 | $3.2B | $680.7M |
| 总资产 | $9.2B | $2.9B |
| 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AMGDLX
| Q4 25 | $586.0M | $36.9M | ||
| Q3 25 | $476.1M | $25.8M | ||
| Q2 25 | $361.0M | $26.0M | ||
| Q1 25 | $816.5M | $30.3M | ||
| Q4 24 | $950.0M | $34.4M | ||
| Q3 24 | $1.0B | $41.3M | ||
| Q2 24 | $865.5M | $23.1M | ||
| Q1 24 | $793.4M | $23.5M |
总债务AMGDLX
| 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AMGDLX
| Q4 25 | $3.2B | $680.7M | ||
| Q3 25 | $3.3B | $664.1M | ||
| Q2 25 | $3.2B | $638.7M | ||
| Q1 25 | $3.2B | $622.5M | ||
| Q4 24 | $3.3B | $620.9M | ||
| Q3 24 | $3.3B | $612.7M | ||
| Q2 24 | $3.3B | $620.5M | ||
| Q1 24 | $3.6B | $608.4M |
总资产AMGDLX
| Q4 25 | $9.2B | $2.9B | ||
| Q3 25 | $8.9B | $2.6B | ||
| Q2 25 | $8.8B | $2.5B | ||
| Q1 25 | $8.7B | $2.6B | ||
| Q4 24 | $8.8B | $2.8B | ||
| Q3 24 | $8.9B | $2.6B | ||
| Q2 24 | $8.8B | $2.7B | ||
| Q1 24 | $9.0B | $2.7B |
负债/权益比AMGDLX
| 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 | $102.1M |
| 自由现金流经营现金流 - 资本支出 | $254.5M | — |
| 自由现金流率自由现金流/营收 | 45.7% | — |
| 资本支出强度资本支出/营收 | 0.3% | — |
| 现金转化率经营现金流/净利润 | 0.74× | 8.53× |
| 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AMGDLX
| Q4 25 | $256.4M | $102.1M | ||
| Q3 25 | $277.1M | $67.1M | ||
| Q2 25 | $230.8M | $51.1M | ||
| Q1 25 | $208.9M | $50.3M | ||
| Q4 24 | $212.5M | $60.2M | ||
| Q3 24 | $265.2M | $67.9M | ||
| Q2 24 | $245.2M | $39.6M | ||
| Q1 24 | $209.2M | $26.6M |
自由现金流AMGDLX
| Q4 25 | $254.5M | — | ||
| Q3 25 | $275.9M | — | ||
| Q2 25 | $229.4M | $27.8M | ||
| Q1 25 | $207.3M | $24.3M | ||
| Q4 24 | $211.4M | — | ||
| Q3 24 | $264.5M | $46.7M | ||
| Q2 24 | $244.6M | $11.4M | ||
| Q1 24 | $208.2M | $6.1M |
自由现金流率AMGDLX
| Q4 25 | 45.7% | — | ||
| Q3 25 | 52.3% | — | ||
| Q2 25 | 46.5% | 5.3% | ||
| Q1 25 | 41.7% | 4.5% | ||
| Q4 24 | 40.3% | — | ||
| Q3 24 | 51.2% | 8.8% | ||
| Q2 24 | 48.9% | 2.1% | ||
| Q1 24 | 41.6% | 1.1% |
资本支出强度AMGDLX
| Q4 25 | 0.3% | — | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 0.3% | 4.5% | ||
| Q1 25 | 0.3% | 4.8% | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 0.1% | 4.0% | ||
| Q2 24 | 0.1% | 5.2% | ||
| Q1 24 | 0.2% | 3.8% |
现金转化率AMGDLX
| Q4 25 | 0.74× | 8.53× | ||
| Q3 25 | 1.30× | 1.99× | ||
| Q2 25 | 2.74× | 2.28× | ||
| Q1 25 | 2.89× | 3.59× | ||
| Q4 24 | 1.31× | 4.77× | ||
| Q3 24 | 2.15× | 7.60× | ||
| Q2 24 | 3.23× | 1.94× | ||
| Q1 24 | 1.40× | 2.46× |
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
DLX
| Services | $247.9M | 46% |
| B2B Payments | $76.3M | 14% |
| Datadrivenmarketingsolutions | $68.5M | 13% |
| Promotional Solutions Revenue | $60.9M | 11% |
| Treasurymanagementsolutions | $59.8M | 11% |
| Other | $17.3M | 3% |
| Other Web Based Solutions | $4.6M | 1% |
