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AFFILIATED MANAGERS GROUP, INC.（AMG）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
思佳讯的季度营收约是AFFILIATED MANAGERS GROUP, INC.的1.9倍（$1.0B vs $556.6M），AFFILIATED MANAGERS GROUP, INC.净利率更高（62.4% vs 7.6%，领先54.8%），思佳讯同比增速更快（8.6% vs 6.2%），思佳讯自由现金流更多（$339.0M vs $254.5M），过去两年AFFILIATED MANAGERS GROUP, INC.的营收复合增速更高（5.5% vs -0.5%）
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。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
AMG vs SWKS — 直观对比
营收规模更大
SWKS
是对方的1.9倍
$556.6M
营收增速更快
SWKS
高出2.5%
6.2%
净利率更高
AMG
高出54.8%
7.6%
自由现金流更多
SWKS
多$84.5M
$254.5M
两年增速更快
AMG
近两年复合增速
-0.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.6M | $1.0B |
| 净利润 | $347.5M | $79.2M |
| 毛利率 | — | 41.3% |
| 营业利润率 | 94.4% | 10.0% |
| 净利率 | 62.4% | 7.6% |
| 营收同比 | 6.2% | 8.6% |
| 净利润同比 | 114.2% | 15.3% |
| 每股收益（稀释后） | $10.87 | $0.53 |
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AMGSWKS
| Q1 26 | — | $1.0B | ||
| Q4 25 | $556.6M | $1.1B | ||
| Q3 25 | $528.0M | — | ||
| Q2 25 | $493.2M | $965.0M | ||
| Q1 25 | $496.6M | $953.2M | ||
| Q4 24 | $524.3M | $1.1B | ||
| Q3 24 | $516.4M | $1.0B | ||
| Q2 24 | $500.3M | $905.5M |
净利润AMGSWKS
| Q1 26 | — | $79.2M | ||
| Q4 25 | $347.5M | $141.4M | ||
| Q3 25 | $212.4M | — | ||
| Q2 25 | $84.3M | $105.0M | ||
| Q1 25 | $72.4M | $68.7M | ||
| Q4 24 | $162.2M | $162.0M | ||
| Q3 24 | $123.6M | $60.5M | ||
| Q2 24 | $76.0M | $120.9M |
毛利率AMGSWKS
| Q1 26 | — | 41.3% | ||
| Q4 25 | — | 40.7% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 41.6% | ||
| Q1 25 | — | 41.1% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 41.9% | ||
| Q2 24 | — | 40.2% |
营业利润率AMGSWKS
| Q1 26 | — | 10.0% | ||
| Q4 25 | 94.4% | 10.1% | ||
| Q3 25 | 68.7% | — | ||
| Q2 25 | 34.8% | 11.5% | ||
| Q1 25 | 25.5% | 10.2% | ||
| Q4 24 | 52.2% | 16.9% | ||
| Q3 24 | 42.0% | 5.8% | ||
| Q2 24 | 35.6% | 14.4% |
净利率AMGSWKS
| Q1 26 | — | 7.6% | ||
| Q4 25 | 62.4% | 12.9% | ||
| Q3 25 | 40.2% | — | ||
| Q2 25 | 17.1% | 10.9% | ||
| Q1 25 | 14.6% | 7.2% | ||
| Q4 24 | 30.9% | 15.2% | ||
| Q3 24 | 23.9% | 5.9% | ||
| Q2 24 | 15.2% | 13.4% |
每股收益（稀释后）AMGSWKS
| Q1 26 | — | $0.53 | ||
| Q4 25 | $10.87 | $0.95 | ||
| Q3 25 | $6.87 | — | ||
| Q2 25 | $2.80 | $0.70 | ||
| Q1 25 | $2.20 | $0.43 | ||
| Q4 24 | $4.95 | $1.00 | ||
| Q3 24 | $3.78 | $0.36 | ||
| Q2 24 | $2.26 | $0.75 |
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 | $1.6B |
| 总债务越低越好 | $2.7B | $496.6M |
| 股东权益账面价值 | $3.2B | $5.8B |
| 总资产 | $9.2B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.83× | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资AMGSWKS
| Q1 26 | — | $1.6B | ||
| Q4 25 | $586.0M | $1.4B | ||
| Q3 25 | $476.1M | — | ||
| Q2 25 | $361.0M | $1.3B | ||
| Q1 25 | $816.5M | $1.5B | ||
| Q4 24 | $950.0M | $1.7B | ||
| Q3 24 | $1.0B | $1.6B | ||
| Q2 24 | $865.5M | $1.3B |
总债务AMGSWKS
| Q1 26 | — | $496.6M | ||
| Q4 25 | $2.7B | $496.4M | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.6B | $496.2M | ||
| Q1 25 | $2.6B | $995.1M | ||
| Q4 24 | $2.6B | $994.7M | ||
| Q3 24 | $2.6B | $994.3M | ||
| Q2 24 | $2.5B | $994.0M |
股东权益AMGSWKS
| Q1 26 | — | $5.8B | ||
| Q4 25 | $3.2B | $5.8B | ||
| Q3 25 | $3.3B | — | ||
| Q2 25 | $3.2B | $5.7B | ||
| Q1 25 | $3.2B | $5.9B | ||
| Q4 24 | $3.3B | $6.4B | ||
| Q3 24 | $3.3B | $6.3B | ||
| Q2 24 | $3.3B | $6.3B |
总资产AMGSWKS
| Q1 26 | — | $7.9B | ||
| Q4 25 | $9.2B | $7.9B | ||
| Q3 25 | $8.9B | — | ||
| Q2 25 | $8.8B | $7.7B | ||
| Q1 25 | $8.7B | $7.9B | ||
| Q4 24 | $8.8B | $8.3B | ||
| Q3 24 | $8.9B | $8.3B | ||
| Q2 24 | $8.8B | $8.2B |
负债/权益比AMGSWKS
| Q1 26 | — | 0.09× | ||
| Q4 25 | 0.83× | 0.09× | ||
| Q3 25 | 0.71× | — | ||
| Q2 25 | 0.81× | 0.09× | ||
| Q1 25 | 0.82× | 0.17× | ||
| Q4 24 | 0.78× | 0.16× | ||
| Q3 24 | 0.79× | 0.16× | ||
| Q2 24 | 0.76× | 0.16× |
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 | $395.5M |
| 自由现金流经营现金流 - 资本支出 | $254.5M | $339.0M |
| 自由现金流率自由现金流/营收 | 45.7% | 32.7% |
| 资本支出强度资本支出/营收 | 0.3% | 5.5% |
| 现金转化率经营现金流/净利润 | 0.74× | 4.99× |
| 过去12个月自由现金流最近4个季度 | $967.1M | $1.1B |
8季度趋势，按日历期对齐
经营现金流AMGSWKS
| Q1 26 | — | $395.5M | ||
| Q4 25 | $256.4M | $200.0M | ||
| Q3 25 | $277.1M | — | ||
| Q2 25 | $230.8M | $314.2M | ||
| Q1 25 | $208.9M | $409.4M | ||
| Q4 24 | $212.5M | $377.2M | ||
| Q3 24 | $265.2M | $476.1M | ||
| Q2 24 | $245.2M | $273.4M |
自由现金流AMGSWKS
| Q1 26 | — | $339.0M | ||
| Q4 25 | $254.5M | $144.0M | ||
| Q3 25 | $275.9M | — | ||
| Q2 25 | $229.4M | $252.7M | ||
| Q1 25 | $207.3M | $370.9M | ||
| Q4 24 | $211.4M | $338.2M | ||
| Q3 24 | $264.5M | $393.3M | ||
| Q2 24 | $244.6M | $249.0M |
自由现金流率AMGSWKS
| Q1 26 | — | 32.7% | ||
| Q4 25 | 45.7% | 13.1% | ||
| Q3 25 | 52.3% | — | ||
| Q2 25 | 46.5% | 26.2% | ||
| Q1 25 | 41.7% | 38.9% | ||
| Q4 24 | 40.3% | 31.7% | ||
| Q3 24 | 51.2% | 38.4% | ||
| Q2 24 | 48.9% | 27.5% |
资本支出强度AMGSWKS
| Q1 26 | — | 5.5% | ||
| Q4 25 | 0.3% | 5.1% | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 0.3% | 6.4% | ||
| Q1 25 | 0.3% | 4.0% | ||
| Q4 24 | 0.2% | 3.6% | ||
| Q3 24 | 0.1% | 8.1% | ||
| Q2 24 | 0.1% | 2.7% |
现金转化率AMGSWKS
| Q1 26 | — | 4.99× | ||
| Q4 25 | 0.74× | 1.41× | ||
| Q3 25 | 1.30× | — | ||
| Q2 25 | 2.74× | 2.99× | ||
| Q1 25 | 2.89× | 5.96× | ||
| Q4 24 | 1.31× | 2.33× | ||
| Q3 24 | 2.15× | 7.87× | ||
| Q2 24 | 3.23× | 2.26× |
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
SWKS
| Sales Channel Through Intermediary | $915.6M | 88% |
| Sales Channel Directly To Consumer | $119.8M | 12% |
