vs
Artisan Partners Asset Management Inc.（APAM）与Aveanna Healthcare Holdings, Inc.（AVAH）财务数据对比。点击上方公司名可切换其他公司
Aveanna Healthcare Holdings, Inc.的季度营收约是Artisan Partners Asset Management Inc.的1.9倍（$621.9M vs $335.5M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 2.3%，领先32.9%），Aveanna Healthcare Holdings, Inc.同比增速更快（22.2% vs 12.9%），过去两年Aveanna Healthcare Holdings, Inc.的营收复合增速更高（14.0% 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。
Aveanna Healthcare Holdings, Inc.是美国领先的家庭及社区医疗服务提供商，核心业务覆盖儿科家庭护理、成人个人照护、临终关怀、输液治疗等领域，通过覆盖全美的本地护理中心网络为各地患者提供服务，服务对象涵盖公共及私人付费群体。
APAM vs AVAH — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $621.9M |
| 净利润 | $118.1M | $14.1M |
| 毛利率 | — | 32.6% |
| 营业利润率 | 39.2% | 8.6% |
| 净利率 | 35.2% | 2.3% |
| 营收同比 | 12.9% | 22.2% |
| 净利润同比 | 34.9% | 132.8% |
| 每股收益（稀释后） | $1.36 | $0.06 |
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
| Q4 25 | $335.5M | — | ||
| Q3 25 | $301.3M | $621.9M | ||
| Q2 25 | $282.7M | $589.6M | ||
| Q1 25 | $277.1M | $559.2M | ||
| Q4 24 | $297.1M | $519.9M | ||
| Q3 24 | $279.6M | $509.0M | ||
| Q2 24 | $270.8M | $505.0M | ||
| Q1 24 | $264.4M | $490.7M |
| Q4 25 | $118.1M | — | ||
| Q3 25 | $66.8M | $14.1M | ||
| Q2 25 | $67.6M | $27.0M | ||
| Q1 25 | $61.1M | $5.2M | ||
| Q4 24 | $87.5M | $29.2M | ||
| Q3 24 | $73.0M | $-42.8M | ||
| Q2 24 | $57.6M | $13.9M | ||
| Q1 24 | $59.5M | $-11.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | 32.6% | ||
| Q2 25 | — | 35.8% | ||
| Q1 25 | — | 32.8% | ||
| Q4 24 | — | 33.0% | ||
| Q3 24 | — | 31.4% | ||
| Q2 24 | — | 31.3% | ||
| Q1 24 | — | 29.7% |
| Q4 25 | 39.2% | — | ||
| Q3 25 | 33.8% | 8.6% | ||
| Q2 25 | 28.2% | 13.6% | ||
| Q1 25 | 31.2% | 9.3% | ||
| Q4 24 | 36.7% | 8.8% | ||
| Q3 24 | 33.3% | 6.7% | ||
| Q2 24 | 32.0% | 7.4% | ||
| Q1 24 | 29.4% | 4.7% |
| Q4 25 | 35.2% | — | ||
| Q3 25 | 22.2% | 2.3% | ||
| Q2 25 | 23.9% | 4.6% | ||
| Q1 25 | 22.1% | 0.9% | ||
| Q4 24 | 29.5% | 5.6% | ||
| Q3 24 | 26.1% | -8.4% | ||
| Q2 24 | 21.3% | 2.8% | ||
| Q1 24 | 22.5% | -2.3% |
| Q4 25 | $1.36 | — | ||
| Q3 25 | $0.93 | $0.06 | ||
| Q2 25 | $0.94 | $0.13 | ||
| Q1 25 | $0.82 | $0.03 | ||
| Q4 24 | $0.99 | $0.15 | ||
| Q3 24 | $1.03 | $-0.22 | ||
| Q2 24 | $0.80 | $0.07 | ||
| Q1 24 | $0.84 | $-0.06 |
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 | — | $145.9M |
| 总债务越低越好 | $190.0M | $1.3B |
| 股东权益账面价值 | $438.8M | $9.2M |
| 总资产 | $1.6B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.43× | 141.83× |
8季度趋势，按日历期对齐
| Q4 25 | — | — | ||
| Q3 25 | — | $145.9M | ||
| Q2 25 | — | $100.7M | ||
| Q1 25 | — | $71.5M | ||
| Q4 24 | — | $84.3M | ||
| Q3 24 | — | $78.5M | ||
| Q2 24 | — | $47.7M | ||
| Q1 24 | — | $42.6M |
| Q4 25 | $190.0M | — | ||
| Q3 25 | $190.0M | $1.3B | ||
| Q2 25 | $200.0M | $1.3B | ||
| 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 | — | ||
| Q3 25 | $402.1M | $9.2M | ||
| Q2 25 | $381.8M | $-12.0M | ||
| Q1 25 | $356.5M | $-100.1M | ||
| Q4 24 | $388.9M | $-123.6M | ||
| Q3 24 | $372.1M | $-156.4M | ||
| Q2 24 | $341.2M | $-119.0M | ||
| Q1 24 | $320.3M | $-136.3M |
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | $1.8B | ||
| Q2 25 | $1.4B | $1.8B | ||
| Q1 25 | $1.4B | $1.7B | ||
| Q4 24 | $1.6B | $1.7B | ||
| Q3 24 | $1.6B | $1.6B | ||
| Q2 24 | $1.5B | $1.7B | ||
| Q1 24 | $1.5B | $1.6B |
| Q4 25 | 0.43× | — | ||
| Q3 25 | 0.47× | 141.83× | ||
| 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 | $33.2M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | — |
| 自由现金流率自由现金流/营收 | 51.2% | — |
| 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× | 2.36× |
| 过去12个月自由现金流最近4个季度 | $420.6M | — |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | — | ||
| Q3 25 | $40.4M | $33.2M | ||
| Q2 25 | $50.9M | $51.6M | ||
| Q1 25 | $157.9M | $-8.6M | ||
| Q4 24 | $372.8M | $13.4M | ||
| Q3 24 | $112.8M | $29.4M | ||
| Q2 24 | $75.9M | $1.8M | ||
| Q1 24 | $147.0M | $-12.0M |
| Q4 25 | $171.6M | — | ||
| Q3 25 | $40.4M | — | ||
| Q2 25 | $50.9M | — | ||
| Q1 25 | $157.7M | — | ||
| Q4 24 | $371.3M | — | ||
| Q3 24 | $112.4M | — | ||
| Q2 24 | $75.2M | — | ||
| Q1 24 | $146.9M | — |
| Q4 25 | 51.2% | — | ||
| Q3 25 | 13.4% | — | ||
| Q2 25 | 18.0% | — | ||
| Q1 25 | 56.9% | — | ||
| Q4 24 | 125.0% | — | ||
| Q3 24 | 40.2% | — | ||
| Q2 24 | 27.8% | — | ||
| Q1 24 | 55.6% | — |
| Q4 25 | 0.1% | — | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 0.0% | — | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | 0.1% | — | ||
| Q2 24 | 0.2% | — | ||
| Q1 24 | 0.0% | — |
| Q4 25 | 1.46× | — | ||
| Q3 25 | 0.60× | 2.36× | ||
| Q2 25 | 0.75× | 1.91× | ||
| Q1 25 | 2.58× | -1.66× | ||
| Q4 24 | 4.26× | 0.46× | ||
| Q3 24 | 1.54× | — | ||
| Q2 24 | 1.32× | 0.13× | ||
| Q1 24 | 2.47× | — |
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
AVAH
| Private Duty Services | $514.4M | 83% |
| Home Health And Hospice | $62.4M | 10% |
| Medical Solutions | $45.1M | 7% |
