vs
Artisan Partners Asset Management Inc.（APAM）与Bandwidth Inc.（BAND）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Bandwidth Inc.的1.6倍（$335.5M vs $208.8M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 1.9%，领先33.3%），Bandwidth Inc.同比增速更快（20.1% vs 12.9%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $-1.0M），过去两年Artisan Partners Asset Management Inc.的营收复合增速更高（12.7% vs 9.7%）
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。
Bandwidth Inc.是一家通信平台即服务提供商，依托自有全球IP语音网络，为客户提供语音、短信及应急服务相关的软件API产品，帮助开发者便捷集成通信功能，全球客户可借助其方案快速搭建符合需求的通信服务体系。
APAM vs BAND — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $208.8M |
| 净利润 | $118.1M | $4.0M |
| 毛利率 | — | 37.3% |
| 营业利润率 | 39.2% | 60.5% |
| 净利率 | 35.2% | 1.9% |
| 营收同比 | 12.9% | 20.1% |
| 净利润同比 | 34.9% | 200.0% |
| 每股收益（稀释后） | $1.36 | $-0.08 |
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 | — | $208.8M | ||
| Q4 25 | $335.5M | $207.7M | ||
| Q3 25 | $301.3M | $191.9M | ||
| Q2 25 | $282.7M | $180.0M | ||
| Q1 25 | $277.1M | $174.2M | ||
| Q4 24 | $297.1M | $210.0M | ||
| Q3 24 | $279.6M | $193.9M | ||
| Q2 24 | $270.8M | $173.6M |
| Q1 26 | — | $4.0M | ||
| Q4 25 | $118.1M | — | ||
| Q3 25 | $66.8M | $-1.2M | ||
| Q2 25 | $67.6M | $-4.9M | ||
| Q1 25 | $61.1M | $-3.7M | ||
| Q4 24 | $87.5M | — | ||
| Q3 24 | $73.0M | $413.0K | ||
| Q2 24 | $57.6M | $4.1M |
| Q1 26 | — | 37.3% | ||
| Q4 25 | — | 37.6% | ||
| Q3 25 | — | 38.5% | ||
| Q2 25 | — | 39.8% | ||
| Q1 25 | — | 41.0% | ||
| Q4 24 | — | 36.4% | ||
| Q3 24 | — | 37.7% | ||
| Q2 24 | — | 37.3% |
| Q1 26 | — | 60.5% | ||
| Q4 25 | 39.2% | -1.9% | ||
| Q3 25 | 33.8% | -1.0% | ||
| Q2 25 | 28.2% | -2.1% | ||
| Q1 25 | 31.2% | -2.7% | ||
| Q4 24 | 36.7% | -1.3% | ||
| Q3 24 | 33.3% | -0.5% | ||
| Q2 24 | 32.0% | -3.5% |
| Q1 26 | — | 1.9% | ||
| Q4 25 | 35.2% | — | ||
| Q3 25 | 22.2% | -0.6% | ||
| Q2 25 | 23.9% | -2.7% | ||
| Q1 25 | 22.1% | -2.1% | ||
| Q4 24 | 29.5% | — | ||
| Q3 24 | 26.1% | 0.2% | ||
| Q2 24 | 21.3% | 2.3% |
| Q1 26 | — | $-0.08 | ||
| Q4 25 | $1.36 | $-0.10 | ||
| Q3 25 | $0.93 | $-0.04 | ||
| Q2 25 | $0.94 | $-0.16 | ||
| Q1 25 | $0.82 | $-0.13 | ||
| Q4 24 | $0.99 | $0.27 | ||
| Q3 24 | $1.03 | $0.01 | ||
| Q2 24 | $0.80 | $-0.17 |
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 | — | $47.3M |
| 总债务越低越好 | $190.0M | — |
| 股东权益账面价值 | $438.8M | $405.7M |
| 总资产 | $1.6B | $984.2M |
| 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 | — | $47.3M | ||
| Q4 25 | — | $111.3M | ||
| Q3 25 | — | $80.4M | ||
| Q2 25 | — | $68.1M | ||
| Q1 25 | — | $41.7M | ||
| Q4 24 | — | $83.8M | ||
| Q3 24 | — | $79.9M | ||
| Q2 24 | — | $76.4M |
| Q1 26 | — | — | ||
| 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 | — | $405.7M | ||
| Q4 25 | $438.8M | $400.0M | ||
| Q3 25 | $402.1M | $392.7M | ||
| Q2 25 | $381.8M | $384.5M | ||
| Q1 25 | $356.5M | $345.4M | ||
| Q4 24 | $388.9M | $312.5M | ||
| Q3 24 | $372.1M | $336.6M | ||
| Q2 24 | $341.2M | $307.4M |
| Q1 26 | — | $984.2M | ||
| Q4 25 | $1.6B | $1.1B | ||
| Q3 25 | $1.6B | $1.0B | ||
| Q2 25 | $1.4B | $1.0B | ||
| Q1 25 | $1.4B | $964.4M | ||
| Q4 24 | $1.6B | $989.2M | ||
| Q3 24 | $1.6B | $1.0B | ||
| Q2 24 | $1.5B | $1.0B |
| 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 | — |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $-1.0M |
| 自由现金流率自由现金流/营收 | 51.2% | -0.5% |
| 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 | — |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $172.0M | $38.6M | ||
| Q3 25 | $40.4M | $22.2M | ||
| Q2 25 | $50.9M | $31.7M | ||
| Q1 25 | $157.9M | $-3.1M | ||
| Q4 24 | $372.8M | $36.5M | ||
| Q3 24 | $112.8M | $20.5M | ||
| Q2 24 | $75.9M | $24.4M |
| Q1 26 | — | $-1.0M | ||
| 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 26 | — | -0.5% | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 1.46× | — | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 0.75× | — | ||
| Q1 25 | 2.58× | — | ||
| Q4 24 | 4.26× | — | ||
| Q3 24 | 1.54× | 49.55× | ||
| Q2 24 | 1.32× | 6.03× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
