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AFFILIATED MANAGERS GROUP, INC.（AMG）与First Watch Restaurant Group, Inc.（FWRG）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First Watch Restaurant Group, Inc.的1.8倍（$556.6M vs $316.4M），First Watch Restaurant Group, Inc.同比增速更快（20.2% vs 6.2%），AFFILIATED MANAGERS GROUP, INC.自由现金流更多（$254.5M vs $-18.3M），过去两年First Watch Restaurant Group, Inc.的营收复合增速更高（14.2% vs 5.5%）
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。
该企业原信息存在公司混淆错误，实际First Watch Restaurant Group是美国餐饮集团，主打鲜制早餐、早午餐与午餐，在美国多个州运营自营与特许加盟餐厅，聚焦日间休闲餐饮市场，为消费者提供新鲜健康的美式餐食选择。
AMG vs FWRG — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.6M | $316.4M |
| 净利润 | $347.5M | — |
| 毛利率 | — | — |
| 营业利润率 | 94.4% | 2.9% |
| 净利率 | 62.4% | — |
| 营收同比 | 6.2% | 20.2% |
| 净利润同比 | 114.2% | — |
| 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
| Q4 25 | $556.6M | $316.4M | ||
| Q3 25 | $528.0M | $316.0M | ||
| Q2 25 | $493.2M | $307.9M | ||
| Q1 25 | $496.6M | $282.2M | ||
| Q4 24 | $524.3M | $263.3M | ||
| Q3 24 | $516.4M | $251.6M | ||
| Q2 24 | $500.3M | $258.6M | ||
| Q1 24 | $499.9M | $242.4M |
| Q4 25 | $347.5M | — | ||
| Q3 25 | $212.4M | $3.0M | ||
| Q2 25 | $84.3M | $2.1M | ||
| Q1 25 | $72.4M | $-829.0K | ||
| Q4 24 | $162.2M | — | ||
| Q3 24 | $123.6M | $2.1M | ||
| Q2 24 | $76.0M | $8.9M | ||
| Q1 24 | $149.8M | $7.2M |
| Q4 25 | 94.4% | 2.9% | ||
| Q3 25 | 68.7% | 3.2% | ||
| Q2 25 | 34.8% | 2.4% | ||
| Q1 25 | 25.5% | 0.4% | ||
| Q4 24 | 52.2% | 1.5% | ||
| Q3 24 | 42.0% | 2.5% | ||
| Q2 24 | 35.6% | 6.4% | ||
| Q1 24 | 50.8% | 5.1% |
| Q4 25 | 62.4% | — | ||
| Q3 25 | 40.2% | 0.9% | ||
| Q2 25 | 17.1% | 0.7% | ||
| Q1 25 | 14.6% | -0.3% | ||
| Q4 24 | 30.9% | — | ||
| Q3 24 | 23.9% | 0.8% | ||
| Q2 24 | 15.2% | 3.4% | ||
| Q1 24 | 30.0% | 3.0% |
| Q4 25 | $10.87 | $0.24 | ||
| Q3 25 | $6.87 | $0.05 | ||
| Q2 25 | $2.80 | $0.03 | ||
| Q1 25 | $2.20 | $-0.01 | ||
| Q4 24 | $4.95 | $0.01 | ||
| Q3 24 | $3.78 | $0.03 | ||
| Q2 24 | $2.26 | $0.14 | ||
| Q1 24 | $4.14 | $0.12 |
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 | $21.2M |
| 总债务越低越好 | $2.7B | $269.1M |
| 股东权益账面价值 | $3.2B | $626.3M |
| 总资产 | $9.2B | $1.7B |
| 负债/权益比越低杠杆越低 | 0.83× | 0.43× |
8季度趋势，按日历期对齐
| Q4 25 | $586.0M | $21.2M | ||
| Q3 25 | $476.1M | $20.7M | ||
| Q2 25 | $361.0M | $19.2M | ||
| Q1 25 | $816.5M | $18.6M | ||
| Q4 24 | $950.0M | $33.3M | ||
| Q3 24 | $1.0B | $51.1M | ||
| Q2 24 | $865.5M | $45.1M | ||
| Q1 24 | $793.4M | $43.2M |
| Q4 25 | $2.7B | $269.1M | ||
| Q3 25 | $2.4B | $251.0M | ||
| Q2 25 | $2.6B | $250.0M | ||
| Q1 25 | $2.6B | $191.5M | ||
| Q4 24 | $2.6B | $189.0M | ||
| Q3 24 | $2.6B | $189.7M | ||
| Q2 24 | $2.5B | $192.1M | ||
| Q1 24 | $2.5B | $122.7M |
| Q4 25 | $3.2B | $626.3M | ||
| Q3 25 | $3.3B | $607.3M | ||
| Q2 25 | $3.2B | $601.3M | ||
| Q1 25 | $3.2B | $596.3M | ||
| Q4 24 | $3.3B | $595.4M | ||
| Q3 24 | $3.3B | $589.1M | ||
| Q2 24 | $3.3B | $585.8M | ||
| Q1 24 | $3.6B | $574.4M |
| Q4 25 | $9.2B | $1.7B | ||
| Q3 25 | $8.9B | $1.7B | ||
| Q2 25 | $8.8B | $1.7B | ||
| Q1 25 | $8.7B | $1.5B | ||
| Q4 24 | $8.8B | $1.5B | ||
| Q3 24 | $8.9B | $1.5B | ||
| Q2 24 | $8.8B | $1.4B | ||
| Q1 24 | $9.0B | $1.3B |
| Q4 25 | 0.83× | 0.43× | ||
| Q3 25 | 0.71× | 0.41× | ||
| Q2 25 | 0.81× | 0.42× | ||
| Q1 25 | 0.82× | 0.32× | ||
| Q4 24 | 0.78× | 0.32× | ||
| Q3 24 | 0.79× | 0.32× | ||
| Q2 24 | 0.76× | 0.33× | ||
| Q1 24 | 0.70× | 0.21× |
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 | $18.5M |
| 自由现金流经营现金流 - 资本支出 | $254.5M | $-18.3M |
| 自由现金流率自由现金流/营收 | 45.7% | -5.8% |
| 资本支出强度资本支出/营收 | 0.3% | 11.6% |
| 现金转化率经营现金流/净利润 | 0.74× | — |
| 过去12个月自由现金流最近4个季度 | $967.1M | $-31.0M |
8季度趋势，按日历期对齐
| Q4 25 | $256.4M | $18.5M | ||
| Q3 25 | $277.1M | $47.9M | ||
| Q2 25 | $230.8M | $39.4M | ||
| Q1 25 | $208.9M | $20.1M | ||
| Q4 24 | $212.5M | $22.9M | ||
| Q3 24 | $265.2M | $35.9M | ||
| Q2 24 | $245.2M | $31.9M | ||
| Q1 24 | $209.2M | $25.0M |
| Q4 25 | $254.5M | $-18.3M | ||
| Q3 25 | $275.9M | $5.5M | ||
| Q2 25 | $229.4M | $-1.7M | ||
| Q1 25 | $207.3M | $-16.4M | ||
| Q4 24 | $211.4M | $-17.7M | ||
| Q3 24 | $264.5M | $6.8M | ||
| Q2 24 | $244.6M | $2.3M | ||
| Q1 24 | $208.2M | $-3.6M |
| Q4 25 | 45.7% | -5.8% | ||
| Q3 25 | 52.3% | 1.7% | ||
| Q2 25 | 46.5% | -0.5% | ||
| Q1 25 | 41.7% | -5.8% | ||
| Q4 24 | 40.3% | -6.7% | ||
| Q3 24 | 51.2% | 2.7% | ||
| Q2 24 | 48.9% | 0.9% | ||
| Q1 24 | 41.6% | -1.5% |
| Q4 25 | 0.3% | 11.6% | ||
| Q3 25 | 0.2% | 13.4% | ||
| Q2 25 | 0.3% | 13.4% | ||
| Q1 25 | 0.3% | 13.0% | ||
| Q4 24 | 0.2% | 15.4% | ||
| Q3 24 | 0.1% | 11.6% | ||
| Q2 24 | 0.1% | 11.5% | ||
| Q1 24 | 0.2% | 11.8% |
| Q4 25 | 0.74× | — | ||
| Q3 25 | 1.30× | 16.01× | ||
| Q2 25 | 2.74× | 18.72× | ||
| Q1 25 | 2.89× | — | ||
| Q4 24 | 1.31× | — | ||
| Q3 24 | 2.15× | 16.98× | ||
| Q2 24 | 3.23× | 3.59× | ||
| Q1 24 | 1.40× | 3.46× |
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
FWRG
| In Restaurant Dining Sales | $254.1M | 80% |
| Third Party Delivery Sales | $38.6M | 12% |
| Take Out Sales | $21.3M | 7% |
| Royalty And System Fund Contributions | $2.3M | 1% |
