vs
Artisan Partners Asset Management Inc.（APAM）与亚什兰（ASH）财务数据对比。点击上方公司名可切换其他公司
亚什兰的季度营收约是Artisan Partners Asset Management Inc.的1.2倍（$386.0M vs $335.5M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs -3.1%，领先38.3%），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs -4.7%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $111.0M），过去两年Artisan Partners Asset Management Inc.的营收复合增速更高（12.7% vs -18.1%）
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。
亚什兰是一家总部位于美国特拉华州威尔明顿的化工企业，1924年始创于肯塔基州亚什兰市，最初以炼油业务起家，1994年迁至现总部。公司拥有多个业务板块，覆盖化工中间体与溶剂、复合材料、工业特种化学品、个人及家居护理、制药、食品饮料以及农业相关领域，2017年之前曾是胜牌润滑油的主要生产商。
APAM vs ASH — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $386.0M |
| 净利润 | $118.1M | $-12.0M |
| 毛利率 | — | 27.2% |
| 营业利润率 | 39.2% | -1.6% |
| 净利率 | 35.2% | -3.1% |
| 营收同比 | 12.9% | -4.7% |
| 净利润同比 | 34.9% | 92.7% |
| 每股收益（稀释后） | $1.36 | $-0.26 |
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 | $335.5M | $386.0M | ||
| Q3 25 | $301.3M | $477.0M | ||
| Q2 25 | $282.7M | $463.0M | ||
| Q1 25 | $277.1M | $479.0M | ||
| Q4 24 | $297.1M | $405.0M | ||
| Q3 24 | $279.6M | $521.0M | ||
| Q2 24 | $270.8M | $544.0M | ||
| Q1 24 | $264.4M | $575.0M |
| Q4 25 | $118.1M | $-12.0M | ||
| Q3 25 | $66.8M | $31.0M | ||
| Q2 25 | $67.6M | $-742.0M | ||
| Q1 25 | $61.1M | $31.0M | ||
| Q4 24 | $87.5M | $-165.0M | ||
| Q3 24 | $73.0M | $17.0M | ||
| Q2 24 | $57.6M | $6.0M | ||
| Q1 24 | $59.5M | $120.0M |
| Q4 25 | — | 27.2% | ||
| Q3 25 | — | 33.3% | ||
| Q2 25 | — | 28.5% | ||
| Q1 25 | — | 30.7% | ||
| Q4 24 | — | 27.4% | ||
| Q3 24 | — | 33.2% | ||
| Q2 24 | — | 34.2% | ||
| Q1 24 | — | 28.0% |
| Q4 25 | 39.2% | -1.6% | ||
| Q3 25 | 33.8% | 12.8% | ||
| Q2 25 | 28.2% | -152.9% | ||
| Q1 25 | 31.2% | 10.6% | ||
| Q4 24 | 36.7% | -44.2% | ||
| Q3 24 | 33.3% | 6.1% | ||
| Q2 24 | 32.0% | -11.2% | ||
| Q1 24 | 29.4% | 3.7% |
| Q4 25 | 35.2% | -3.1% | ||
| Q3 25 | 22.2% | 6.5% | ||
| Q2 25 | 23.9% | -160.3% | ||
| Q1 25 | 22.1% | 6.5% | ||
| Q4 24 | 29.5% | -40.7% | ||
| Q3 24 | 26.1% | 3.3% | ||
| Q2 24 | 21.3% | 1.1% | ||
| Q1 24 | 22.5% | 20.9% |
| Q4 25 | $1.36 | $-0.26 | ||
| Q3 25 | $0.93 | $0.83 | ||
| Q2 25 | $0.94 | $-16.21 | ||
| Q1 25 | $0.82 | $0.65 | ||
| Q4 24 | $0.99 | $-3.50 | ||
| Q3 24 | $1.03 | $0.34 | ||
| Q2 24 | $0.80 | $0.12 | ||
| Q1 24 | $0.84 | $2.39 |
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 | — | $304.0M |
| 总债务越低越好 | $190.0M | $1.4B |
| 股东权益账面价值 | $438.8M | $1.9B |
| 总资产 | $1.6B | $4.5B |
| 负债/权益比越低杠杆越低 | 0.43× | 0.74× |
8季度趋势，按日历期对齐
| Q4 25 | — | $304.0M | ||
| Q3 25 | — | $215.0M | ||
| Q2 25 | — | $207.0M | ||
| Q1 25 | — | $168.0M | ||
| Q4 24 | — | $219.0M | ||
| Q3 24 | — | $300.0M | ||
| Q2 24 | — | $399.0M | ||
| Q1 24 | — | $439.0M |
| Q4 25 | $190.0M | $1.4B | ||
| Q3 25 | $190.0M | $1.4B | ||
| Q2 25 | $200.0M | $1.4B | ||
| Q1 25 | $200.0M | $1.3B | ||
| Q4 24 | $200.0M | $1.3B | ||
| Q3 24 | $200.0M | $1.3B | ||
| Q2 24 | $200.0M | $1.3B | ||
| Q1 24 | $200.0M | $1.3B |
| Q4 25 | $438.8M | $1.9B | ||
| Q3 25 | $402.1M | $1.9B | ||
| Q2 25 | $381.8M | $1.9B | ||
| Q1 25 | $356.5M | $2.6B | ||
| Q4 24 | $388.9M | $2.6B | ||
| Q3 24 | $372.1M | $2.9B | ||
| Q2 24 | $341.2M | $3.0B | ||
| Q1 24 | $320.3M | $3.1B |
| Q4 25 | $1.6B | $4.5B | ||
| Q3 25 | $1.6B | $4.6B | ||
| Q2 25 | $1.4B | $4.6B | ||
| Q1 25 | $1.4B | $5.2B | ||
| Q4 24 | $1.6B | $5.2B | ||
| Q3 24 | $1.6B | $5.6B | ||
| Q2 24 | $1.5B | $5.7B | ||
| Q1 24 | $1.5B | $5.9B |
| Q4 25 | 0.43× | 0.74× | ||
| Q3 25 | 0.47× | 0.73× | ||
| Q2 25 | 0.52× | 0.73× | ||
| Q1 25 | 0.56× | 0.52× | ||
| Q4 24 | 0.51× | 0.51× | ||
| Q3 24 | 0.54× | 0.47× | ||
| Q2 24 | 0.59× | 0.45× | ||
| Q1 24 | 0.62× | 0.42× |
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 | $125.0M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $111.0M |
| 自由现金流率自由现金流/营收 | 51.2% | 28.8% |
| 资本支出强度资本支出/营收 | 0.1% | 3.6% |
| 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 | $200.0M |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | $125.0M | ||
| Q3 25 | $40.4M | $40.0M | ||
| Q2 25 | $50.9M | $115.0M | ||
| Q1 25 | $157.9M | $9.0M | ||
| Q4 24 | $372.8M | $-30.0M | ||
| Q3 24 | $112.8M | $80.0M | ||
| Q2 24 | $75.9M | $127.0M | ||
| Q1 24 | $147.0M | $54.0M |
| Q4 25 | $171.6M | $111.0M | ||
| Q3 25 | $40.4M | $6.0M | ||
| Q2 25 | $50.9M | $95.0M | ||
| Q1 25 | $157.7M | $-12.0M | ||
| Q4 24 | $371.3M | $-53.0M | ||
| Q3 24 | $112.4M | $42.0M | ||
| Q2 24 | $75.2M | $98.0M | ||
| Q1 24 | $146.9M | $20.0M |
| Q4 25 | 51.2% | 28.8% | ||
| Q3 25 | 13.4% | 1.3% | ||
| Q2 25 | 18.0% | 20.5% | ||
| Q1 25 | 56.9% | -2.5% | ||
| Q4 24 | 125.0% | -13.1% | ||
| Q3 24 | 40.2% | 8.1% | ||
| Q2 24 | 27.8% | 18.0% | ||
| Q1 24 | 55.6% | 3.5% |
| Q4 25 | 0.1% | 3.6% | ||
| Q3 25 | 0.0% | 7.1% | ||
| Q2 25 | 0.0% | 4.3% | ||
| Q1 25 | 0.1% | 4.4% | ||
| Q4 24 | 0.5% | 5.7% | ||
| Q3 24 | 0.1% | 7.3% | ||
| Q2 24 | 0.2% | 5.3% | ||
| Q1 24 | 0.0% | 5.9% |
| Q4 25 | 1.46× | — | ||
| Q3 25 | 0.60× | 1.29× | ||
| Q2 25 | 0.75× | — | ||
| Q1 25 | 2.58× | 0.29× | ||
| Q4 24 | 4.26× | — | ||
| Q3 24 | 1.54× | 4.71× | ||
| Q2 24 | 1.32× | 21.17× | ||
| Q1 24 | 2.47× | 0.45× |
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
APAM
暂无分部数据
ASH
| Personal Care And Household | $123.0M | 32% |
| Other | $120.0M | 31% |
| Specialty Additives | $36.0M | 9% |
| Intermediates And Solvents | $31.0M | 8% |
| Personal Care | $30.0M | 8% |
| Life Sciences | $27.0M | 7% |
| Intermediates | $19.0M | 5% |
