vs
Artisan Partners Asset Management Inc.(APAM)与Array Technologies, Inc.(ARRY)财务数据对比。点击上方公司名可切换其他公司
Artisan Partners Asset Management Inc.的季度营收约是Array Technologies, Inc.的1.5倍($335.5M vs $226.0M),Artisan Partners Asset Management Inc.净利率更高(35.2% vs -64.5%,领先99.7%),Artisan Partners Asset Management Inc.同比增速更快(12.9% vs -17.9%),Artisan Partners Asset Management Inc.自由现金流更多($171.6M vs $36.2M),过去两年Artisan Partners Asset Management Inc.的营收复合增速更高(12.7% vs -6.0%)
阿蒂森伙伴资产管理公司(Artisan Partners)是总部位于美国威斯康星州密尔沃基的资产管理机构,除美国本土外,还在都柏林、香港、伦敦、新加坡、悉尼设有办公室,为全球客户提供专业的资产管理服务。
ATI科技是原加拿大半导体科技企业,总部位于安大略省万锦市,专注于图形处理器与芯片组的研发,1985年成立,1993年公开上市,2006年被AMD收购。作为全球知名的无晶圆厂半导体厂商,其掌握自研核心技术,生产组装环节采用外包模式。2000年3dfx破产后,ATI成为全球图形芯片领域的核心厂商之一。
APAM vs ARRY — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $335.5M | $226.0M |
| 净利润 | $118.1M | $-145.7M |
| 毛利率 | — | 8.6% |
| 营业利润率 | 39.2% | 25.9% |
| 净利率 | 35.2% | -64.5% |
| 营收同比 | 12.9% | -17.9% |
| 净利润同比 | 34.9% | -179.0% |
| 每股收益(稀释后) | $1.36 | $-1.06 |
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
| Q1 26 | — | $226.0M | ||
| Q4 25 | $335.5M | $226.0M | ||
| Q3 25 | $301.3M | $393.5M | ||
| Q2 25 | $282.7M | $362.2M | ||
| Q1 25 | $277.1M | $302.4M | ||
| Q4 24 | $297.1M | $275.2M | ||
| Q3 24 | $279.6M | $231.4M | ||
| Q2 24 | $270.8M | $255.8M |
| Q1 26 | — | $-145.7M | ||
| Q4 25 | $118.1M | — | ||
| Q3 25 | $66.8M | $33.5M | ||
| Q2 25 | $67.6M | $43.3M | ||
| Q1 25 | $61.1M | $16.7M | ||
| Q4 24 | $87.5M | — | ||
| Q3 24 | $73.0M | $-141.4M | ||
| Q2 24 | $57.6M | $25.7M |
| Q1 26 | — | 8.6% | ||
| Q4 25 | — | 8.6% | ||
| Q3 25 | — | 26.9% | ||
| Q2 25 | — | 26.8% | ||
| Q1 25 | — | 25.3% | ||
| Q4 24 | — | 28.5% | ||
| Q3 24 | — | 33.8% | ||
| Q2 24 | — | 33.6% |
| Q1 26 | — | 25.9% | ||
| Q4 25 | 39.2% | -65.5% | ||
| Q3 25 | 33.8% | 11.6% | ||
| Q2 25 | 28.2% | 12.8% | ||
| Q1 25 | 31.2% | 9.0% | ||
| Q4 24 | 36.7% | -51.7% | ||
| Q3 24 | 33.3% | -57.3% | ||
| Q2 24 | 32.0% | 15.5% |
| Q1 26 | — | -64.5% | ||
| Q4 25 | 35.2% | — | ||
| Q3 25 | 22.2% | 8.5% | ||
| Q2 25 | 23.9% | 11.9% | ||
| Q1 25 | 22.1% | 5.5% | ||
| Q4 24 | 29.5% | — | ||
| Q3 24 | 26.1% | -61.1% | ||
| Q2 24 | 21.3% | 10.0% |
| Q1 26 | — | $-1.06 | ||
| Q4 25 | $1.36 | $-1.06 | ||
| Q3 25 | $0.93 | $0.12 | ||
| Q2 25 | $0.94 | $0.19 | ||
| Q1 25 | $0.82 | $0.02 | ||
| Q4 24 | $0.99 | $-0.94 | ||
| Q3 24 | $1.03 | $-1.02 | ||
| Q2 24 | $0.80 | $0.08 |
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 | — | $244.4M |
| 总债务越低越好 | $190.0M | $669.0M |
| 股东权益账面价值 | $438.8M | $-206.3M |
| 总资产 | $1.6B | $1.5B |
| 负债/权益比越低杠杆越低 | 0.43× | — |
8季度趋势,按日历期对齐
| Q1 26 | — | $244.4M | ||
| Q4 25 | — | $244.4M | ||
| Q3 25 | — | $221.5M | ||
| Q2 25 | — | $377.3M | ||
| Q1 25 | — | $348.3M | ||
| Q4 24 | — | $363.0M | ||
| Q3 24 | — | $332.4M | ||
| Q2 24 | — | $282.3M |
| Q1 26 | — | $669.0M | ||
| Q4 25 | $190.0M | — | ||
| Q3 25 | $190.0M | — | ||
| Q2 25 | $200.0M | — | ||
| Q1 25 | $200.0M | — | ||
| Q4 24 | $200.0M | — | ||
| Q3 24 | $200.0M | — | ||
| Q2 24 | $200.0M | — |
| Q1 26 | — | $-206.3M | ||
| Q4 25 | $438.8M | $-206.3M | ||
| Q3 25 | $402.1M | $-46.7M | ||
| Q2 25 | $381.8M | $-70.9M | ||
| Q1 25 | $356.5M | $-97.8M | ||
| Q4 24 | $388.9M | $-118.1M | ||
| Q3 24 | $372.1M | $64.5M | ||
| Q2 24 | $341.2M | $200.0M |
| Q1 26 | — | $1.5B | ||
| Q4 25 | $1.6B | $1.5B | ||
| Q3 25 | $1.6B | $1.6B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.6B | $1.4B | ||
| Q3 24 | $1.6B | $1.6B | ||
| Q2 24 | $1.5B | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | 0.43× | — | ||
| Q3 25 | 0.47× | — | ||
| Q2 25 | 0.52× | — | ||
| Q1 25 | 0.56× | — | ||
| Q4 24 | 0.51× | — | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | 0.59× | — |
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 | $172.0M | $43.6M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $36.2M |
| 自由现金流率自由现金流/营收 | 51.2% | 16.0% |
| 资本支出强度资本支出/营收 | 0.1% | — |
| 现金转化率经营现金流/净利润 | 1.46× | — |
| 过去12个月自由现金流最近4个季度 | $420.6M | $131.4M |
8季度趋势,按日历期对齐
| Q1 26 | — | $43.6M | ||
| Q4 25 | $172.0M | $43.6M | ||
| Q3 25 | $40.4M | $27.4M | ||
| Q2 25 | $50.9M | $43.8M | ||
| Q1 25 | $157.9M | $-13.1M | ||
| Q4 24 | $372.8M | $57.6M | ||
| Q3 24 | $112.8M | $44.9M | ||
| Q2 24 | $75.9M | $4.0M |
| Q1 26 | — | $36.2M | ||
| Q4 25 | $171.6M | $36.2M | ||
| Q3 25 | $40.4M | $21.9M | ||
| Q2 25 | $50.9M | $37.2M | ||
| Q1 25 | $157.7M | $-15.4M | ||
| Q4 24 | $371.3M | $55.9M | ||
| Q3 24 | $112.4M | $43.9M | ||
| Q2 24 | $75.2M | $1.8M |
| Q1 26 | — | 16.0% | ||
| Q4 25 | 51.2% | 16.0% | ||
| Q3 25 | 13.4% | 5.6% | ||
| Q2 25 | 18.0% | 10.3% | ||
| Q1 25 | 56.9% | -5.1% | ||
| Q4 24 | 125.0% | 20.3% | ||
| Q3 24 | 40.2% | 19.0% | ||
| Q2 24 | 27.8% | 0.7% |
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 3.3% | ||
| Q3 25 | 0.0% | 1.4% | ||
| Q2 25 | 0.0% | 1.8% | ||
| Q1 25 | 0.1% | 0.8% | ||
| Q4 24 | 0.5% | 0.6% | ||
| Q3 24 | 0.1% | 0.5% | ||
| Q2 24 | 0.2% | 0.8% |
| Q1 26 | — | — | ||
| Q4 25 | 1.46× | — | ||
| Q3 25 | 0.60× | 0.82× | ||
| Q2 25 | 0.75× | 1.01× | ||
| Q1 25 | 2.58× | -0.78× | ||
| Q4 24 | 4.26× | — | ||
| Q3 24 | 1.54× | — | ||
| Q2 24 | 1.32× | 0.15× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图