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AFFILIATED MANAGERS GROUP, INC.（AMG）与SCANSOURCE, INC.（SCSC）财务数据对比。点击上方公司名可切换其他公司
SCANSOURCE, INC.的季度营收约是AFFILIATED MANAGERS GROUP, INC.的1.4倍（$766.5M vs $556.6M），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 2.5%），AFFILIATED MANAGERS GROUP, INC.自由现金流更多（$254.5M vs $28.9M），过去两年AFFILIATED MANAGERS GROUP, INC.的营收复合增速更高（5.5% vs 0.9%）
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。
ScanSource是全球领先的专业技术分销商，主营销售点系统、条码扫描设备、网络安全产品、云服务及通信解决方案，面向北美、拉美、欧洲的增值经销商、服务提供商及企业客户，覆盖零售、医疗、工业、公共部门等领域。
AMG vs SCSC — 直观对比
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.6M | $766.5M |
| 净利润 | $347.5M | $16.5M |
| 毛利率 | — | 13.4% |
| 营业利润率 | 94.4% | 2.3% |
| 净利率 | 62.4% | 2.2% |
| 营收同比 | 6.2% | 2.5% |
| 净利润同比 | 114.2% | -3.3% |
| 每股收益（稀释后） | $10.87 | $0.75 |
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 | $766.5M | ||
| Q3 25 | $528.0M | $739.6M | ||
| Q2 25 | $493.2M | $812.9M | ||
| Q1 25 | $496.6M | $704.8M | ||
| Q4 24 | $524.3M | $747.5M | ||
| Q3 24 | $516.4M | $775.6M | ||
| Q2 24 | $500.3M | $746.1M | ||
| Q1 24 | $499.9M | $752.6M |
| Q4 25 | $347.5M | $16.5M | ||
| Q3 25 | $212.4M | $19.9M | ||
| Q2 25 | $84.3M | $20.1M | ||
| Q1 25 | $72.4M | $17.4M | ||
| Q4 24 | $162.2M | $17.1M | ||
| Q3 24 | $123.6M | $17.0M | ||
| Q2 24 | $76.0M | $16.1M | ||
| Q1 24 | $149.8M | $12.8M |
| Q4 25 | — | 13.4% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 14.2% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | — | 13.1% | ||
| Q2 24 | — | 13.0% | ||
| Q1 24 | — | 12.6% |
| Q4 25 | 94.4% | 2.3% | ||
| Q3 25 | 68.7% | 3.5% | ||
| Q2 25 | 34.8% | 3.3% | ||
| Q1 25 | 25.5% | 3.2% | ||
| Q4 24 | 52.2% | 2.5% | ||
| Q3 24 | 42.0% | 2.3% | ||
| Q2 24 | 35.6% | 2.9% | ||
| Q1 24 | 50.8% | 2.3% |
| Q4 25 | 62.4% | 2.2% | ||
| Q3 25 | 40.2% | 2.7% | ||
| Q2 25 | 17.1% | 2.5% | ||
| Q1 25 | 14.6% | 2.5% | ||
| Q4 24 | 30.9% | 2.3% | ||
| Q3 24 | 23.9% | 2.2% | ||
| Q2 24 | 15.2% | 2.2% | ||
| Q1 24 | 30.0% | 1.7% |
| Q4 25 | $10.87 | $0.75 | ||
| Q3 25 | $6.87 | $0.89 | ||
| Q2 25 | $2.80 | $0.87 | ||
| Q1 25 | $2.20 | $0.74 | ||
| Q4 24 | $4.95 | $0.70 | ||
| Q3 24 | $3.78 | $0.69 | ||
| Q2 24 | $2.26 | $0.66 | ||
| Q1 24 | $4.14 | $0.50 |
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 | $83.5M |
| 总债务越低越好 | $2.7B | — |
| 股东权益账面价值 | $3.2B | $910.9M |
| 总资产 | $9.2B | $1.7B |
| 负债/权益比越低杠杆越低 | 0.83× | — |
8季度趋势，按日历期对齐
| Q4 25 | $586.0M | $83.5M | ||
| Q3 25 | $476.1M | $124.9M | ||
| Q2 25 | $361.0M | $126.2M | ||
| Q1 25 | $816.5M | $146.3M | ||
| Q4 24 | $950.0M | $110.5M | ||
| Q3 24 | $1.0B | $145.0M | ||
| Q2 24 | $865.5M | $185.5M | ||
| Q1 24 | $793.4M | $159.1M |
| 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 | — |
| Q4 25 | $3.2B | $910.9M | ||
| Q3 25 | $3.3B | $914.0M | ||
| Q2 25 | $3.2B | $906.4M | ||
| Q1 25 | $3.2B | $901.7M | ||
| Q4 24 | $3.3B | $900.7M | ||
| Q3 24 | $3.3B | $920.9M | ||
| Q2 24 | $3.3B | $924.3M | ||
| Q1 24 | $3.6B | $944.1M |
| Q4 25 | $9.2B | $1.7B | ||
| Q3 25 | $8.9B | $1.7B | ||
| Q2 25 | $8.8B | $1.8B | ||
| Q1 25 | $8.7B | $1.7B | ||
| Q4 24 | $8.8B | $1.7B | ||
| Q3 24 | $8.9B | $1.8B | ||
| Q2 24 | $8.8B | $1.8B | ||
| Q1 24 | $9.0B | $1.8B |
| 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 | $30.8M |
| 自由现金流经营现金流 - 资本支出 | $254.5M | $28.9M |
| 自由现金流率自由现金流/营收 | 45.7% | 3.8% |
| 资本支出强度资本支出/营收 | 0.3% | 0.3% |
| 现金转化率经营现金流/净利润 | 0.74× | 1.87× |
| 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
| Q4 25 | $256.4M | $30.8M | ||
| Q3 25 | $277.1M | $23.2M | ||
| Q2 25 | $230.8M | — | ||
| Q1 25 | $208.9M | $66.1M | ||
| Q4 24 | $212.5M | $-6.2M | ||
| Q3 24 | $265.2M | $44.8M | ||
| Q2 24 | $245.2M | — | ||
| Q1 24 | $209.2M | $160.2M |
| Q4 25 | $254.5M | $28.9M | ||
| Q3 25 | $275.9M | $20.8M | ||
| Q2 25 | $229.4M | — | ||
| Q1 25 | $207.3M | $64.6M | ||
| Q4 24 | $211.4M | $-8.2M | ||
| Q3 24 | $264.5M | $42.5M | ||
| Q2 24 | $244.6M | — | ||
| Q1 24 | $208.2M | $157.7M |
| Q4 25 | 45.7% | 3.8% | ||
| Q3 25 | 52.3% | 2.8% | ||
| Q2 25 | 46.5% | — | ||
| Q1 25 | 41.7% | 9.2% | ||
| Q4 24 | 40.3% | -1.1% | ||
| Q3 24 | 51.2% | 5.5% | ||
| Q2 24 | 48.9% | — | ||
| Q1 24 | 41.6% | 21.0% |
| Q4 25 | 0.3% | 0.3% | ||
| Q3 25 | 0.2% | 0.3% | ||
| Q2 25 | 0.3% | 0.3% | ||
| Q1 25 | 0.3% | 0.2% | ||
| Q4 24 | 0.2% | 0.3% | ||
| Q3 24 | 0.1% | 0.3% | ||
| Q2 24 | 0.1% | 0.2% | ||
| Q1 24 | 0.2% | 0.3% |
| Q4 25 | 0.74× | 1.87× | ||
| Q3 25 | 1.30× | 1.17× | ||
| Q2 25 | 2.74× | — | ||
| Q1 25 | 2.89× | 3.79× | ||
| Q4 24 | 1.31× | -0.36× | ||
| Q3 24 | 2.15× | 2.64× | ||
| Q2 24 | 3.23× | — | ||
| Q1 24 | 1.40× | 12.51× |
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
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
