vs
Artisan Partners Asset Management Inc.（APAM）与ASTEC INDUSTRIES INC（ASTE）财务数据对比。点击上方公司名可切换其他公司
ASTEC INDUSTRIES INC的季度营收约是Artisan Partners Asset Management Inc.的1.2倍（$400.6M vs $335.5M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 3.0%，领先32.2%），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs 11.6%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $7.4M），过去两年ASTEC INDUSTRIES INC的营收复合增速更高（13.8% vs 12.7%）
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。
ASTEC是一家国际电子企业，原总部设于香港，主营电源供应装置与电力转换硬件产品，是全球计算机系统电源的主要供应商之一，曾一度是全球规模最大的电源生产商。
APAM vs ASTE — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $400.6M |
| 净利润 | $118.1M | $12.0M |
| 毛利率 | — | 27.3% |
| 营业利润率 | 39.2% | 5.7% |
| 净利率 | 35.2% | 3.0% |
| 营收同比 | 12.9% | 11.6% |
| 净利润同比 | 34.9% | -43.1% |
| 每股收益（稀释后） | $1.36 | $0.52 |
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 | $400.6M | ||
| Q3 25 | $301.3M | $350.1M | ||
| Q2 25 | $282.7M | $330.3M | ||
| Q1 25 | $277.1M | $329.4M | ||
| Q4 24 | $297.1M | $359.0M | ||
| Q3 24 | $279.6M | $291.4M | ||
| Q2 24 | $270.8M | $345.5M | ||
| Q1 24 | $264.4M | $309.2M |
| Q4 25 | $118.1M | $12.0M | ||
| Q3 25 | $66.8M | $-4.2M | ||
| Q2 25 | $67.6M | $16.7M | ||
| Q1 25 | $61.1M | $14.3M | ||
| Q4 24 | $87.5M | $21.1M | ||
| Q3 24 | $73.0M | $-6.2M | ||
| Q2 24 | $57.6M | $-14.0M | ||
| Q1 24 | $59.5M | $3.4M |
| Q4 25 | — | 27.3% | ||
| Q3 25 | — | 24.1% | ||
| Q2 25 | — | 26.7% | ||
| Q1 25 | — | 28.1% | ||
| Q4 24 | — | 28.7% | ||
| Q3 24 | — | 22.9% | ||
| Q2 24 | — | 23.5% | ||
| Q1 24 | — | 24.9% |
| Q4 25 | 39.2% | 5.7% | ||
| Q3 25 | 33.8% | 0.3% | ||
| Q2 25 | 28.2% | 6.5% | ||
| Q1 25 | 31.2% | 6.2% | ||
| Q4 24 | 36.7% | 9.7% | ||
| Q3 24 | 33.3% | -2.5% | ||
| Q2 24 | 32.0% | -3.1% | ||
| Q1 24 | 29.4% | 2.0% |
| Q4 25 | 35.2% | 3.0% | ||
| Q3 25 | 22.2% | -1.2% | ||
| Q2 25 | 23.9% | 5.1% | ||
| Q1 25 | 22.1% | 4.3% | ||
| Q4 24 | 29.5% | 5.9% | ||
| Q3 24 | 26.1% | -2.1% | ||
| Q2 24 | 21.3% | -4.1% | ||
| Q1 24 | 22.5% | 1.1% |
| Q4 25 | $1.36 | $0.52 | ||
| Q3 25 | $0.93 | $-0.18 | ||
| Q2 25 | $0.94 | $0.72 | ||
| Q1 25 | $0.82 | $0.62 | ||
| Q4 24 | $0.99 | $0.92 | ||
| Q3 24 | $1.03 | $-0.27 | ||
| Q2 24 | $0.80 | $-0.61 | ||
| Q1 24 | $0.84 | $0.15 |
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 | — | $74.1M |
| 总债务越低越好 | $190.0M | — |
| 股东权益账面价值 | $438.8M | $681.7M |
| 总资产 | $1.6B | $1.4B |
| 负债/权益比越低杠杆越低 | 0.43× | — |
8季度趋势，按日历期对齐
| Q4 25 | — | $74.1M | ||
| Q3 25 | — | $71.8M | ||
| Q2 25 | — | $91.6M | ||
| Q1 25 | — | $95.4M | ||
| Q4 24 | — | $93.8M | ||
| Q3 24 | — | $58.9M | ||
| Q2 24 | — | $68.4M | ||
| Q1 24 | — | $63.8M |
| 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 24 | $200.0M | — |
| Q4 25 | $438.8M | $681.7M | ||
| Q3 25 | $402.1M | $668.9M | ||
| Q2 25 | $381.8M | $674.9M | ||
| Q1 25 | $356.5M | $653.2M | ||
| Q4 24 | $388.9M | $637.8M | ||
| Q3 24 | $372.1M | $631.4M | ||
| Q2 24 | $341.2M | $633.3M | ||
| Q1 24 | $320.3M | $650.3M |
| Q4 25 | $1.6B | $1.4B | ||
| Q3 25 | $1.6B | $1.3B | ||
| Q2 25 | $1.4B | $1.1B | ||
| Q1 25 | $1.4B | $1.1B | ||
| Q4 24 | $1.6B | $1.0B | ||
| Q3 24 | $1.6B | $1.1B | ||
| Q2 24 | $1.5B | $1.1B | ||
| Q1 24 | $1.5B | $1.1B |
| 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× | — | ||
| Q1 24 | 0.62× | — |
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 | $36.1M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $7.4M |
| 自由现金流率自由现金流/营收 | 51.2% | 1.8% |
| 资本支出强度资本支出/营收 | 0.1% | 7.2% |
| 现金转化率经营现金流/净利润 | 1.46× | 3.01× |
| 过去12个月自由现金流最近4个季度 | $420.6M | $20.7M |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | $36.1M | ||
| Q3 25 | $40.4M | $-8.1M | ||
| Q2 25 | $50.9M | $12.9M | ||
| Q1 25 | $157.9M | $20.5M | ||
| Q4 24 | $372.8M | $36.6M | ||
| Q3 24 | $112.8M | $22.5M | ||
| Q2 24 | $75.9M | $10.9M | ||
| Q1 24 | $147.0M | $-47.0M |
| Q4 25 | $171.6M | $7.4M | ||
| Q3 25 | $40.4M | $-12.3M | ||
| Q2 25 | $50.9M | $9.0M | ||
| Q1 25 | $157.7M | $16.6M | ||
| Q4 24 | $371.3M | $32.1M | ||
| Q3 24 | $112.4M | $19.9M | ||
| Q2 24 | $75.2M | $3.3M | ||
| Q1 24 | $146.9M | $-52.8M |
| Q4 25 | 51.2% | 1.8% | ||
| Q3 25 | 13.4% | -3.5% | ||
| Q2 25 | 18.0% | 2.7% | ||
| Q1 25 | 56.9% | 5.0% | ||
| Q4 24 | 125.0% | 8.9% | ||
| Q3 24 | 40.2% | 6.8% | ||
| Q2 24 | 27.8% | 1.0% | ||
| Q1 24 | 55.6% | -17.1% |
| Q4 25 | 0.1% | 7.2% | ||
| Q3 25 | 0.0% | 1.2% | ||
| Q2 25 | 0.0% | 1.2% | ||
| Q1 25 | 0.1% | 1.2% | ||
| Q4 24 | 0.5% | 1.3% | ||
| Q3 24 | 0.1% | 0.9% | ||
| Q2 24 | 0.2% | 2.2% | ||
| Q1 24 | 0.0% | 1.9% |
| Q4 25 | 1.46× | 3.01× | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 0.75× | 0.77× | ||
| Q1 25 | 2.58× | 1.43× | ||
| Q4 24 | 4.26× | 1.73× | ||
| Q3 24 | 1.54× | — | ||
| Q2 24 | 1.32× | — | ||
| Q1 24 | 2.47× | -13.82× |
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
ASTE
| Infrastructure Group | $208.7M | 52% |
| Material Solutions | $105.3M | 26% |
| Parts And Component Sales | $58.3M | 15% |
| Other | $15.3M | 4% |
| Service And Equipment Installation Revenue | $6.9M | 2% |
| Cargo And Freight | $6.1M | 2% |
