vs
Artisan Partners Asset Management Inc.（APAM）与B&G Foods, Inc.（BGS）财务数据对比。点击上方公司名可切换其他公司
B&G Foods, Inc.的季度营收约是Artisan Partners Asset Management Inc.的1.3倍（$439.3M vs $335.5M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs -4.4%，领先39.6%），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 $-70.7M），过去两年Artisan Partners Asset Management Inc.的营收复合增速更高（12.7% vs -12.8%）
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。
B&G Foods是总部位于美国新泽西州帕西帕尼的品牌食品控股企业，创立于1996年，成立初衷是收购1889年诞生于曼哈顿的酸黄瓜、调味酱及调味品生产商Bloch & Guggenheimer，如今在北美食品领域拥有众多知名品牌。
APAM vs BGS — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $439.3M |
| 净利润 | $118.1M | $-19.1M |
| 毛利率 | — | 22.5% |
| 营业利润率 | 39.2% | 2.5% |
| 净利率 | 35.2% | -4.4% |
| 营收同比 | 12.9% | -4.7% |
| 净利润同比 | 34.9% | -356.5% |
| 每股收益（稀释后） | $1.36 | $-0.24 |
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 | $439.3M | ||
| Q2 25 | $282.7M | $424.4M | ||
| Q1 25 | $277.1M | $425.4M | ||
| Q4 24 | $297.1M | $551.6M | ||
| Q3 24 | $279.6M | $461.1M | ||
| Q2 24 | $270.8M | $444.6M | ||
| Q1 24 | $264.4M | $475.2M |
| Q4 25 | $118.1M | — | ||
| Q3 25 | $66.8M | $-19.1M | ||
| Q2 25 | $67.6M | $-9.8M | ||
| Q1 25 | $61.1M | $835.0K | ||
| Q4 24 | $87.5M | $-222.4M | ||
| Q3 24 | $73.0M | $7.5M | ||
| Q2 24 | $57.6M | $3.9M | ||
| Q1 24 | $59.5M | $-40.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | 22.5% | ||
| Q2 25 | — | 20.5% | ||
| Q1 25 | — | 21.2% | ||
| Q4 24 | — | 21.5% | ||
| Q3 24 | — | 22.2% | ||
| Q2 24 | — | 20.7% | ||
| Q1 24 | — | 22.9% |
| Q4 25 | 39.2% | — | ||
| Q3 25 | 33.8% | 2.5% | ||
| Q2 25 | 28.2% | 5.2% | ||
| Q1 25 | 31.2% | 8.4% | ||
| Q4 24 | 36.7% | -46.6% | ||
| Q3 24 | 33.3% | 11.1% | ||
| Q2 24 | 32.0% | 9.9% | ||
| Q1 24 | 29.4% | -3.3% |
| Q4 25 | 35.2% | — | ||
| Q3 25 | 22.2% | -4.4% | ||
| Q2 25 | 23.9% | -2.3% | ||
| Q1 25 | 22.1% | 0.2% | ||
| Q4 24 | 29.5% | -40.3% | ||
| Q3 24 | 26.1% | 1.6% | ||
| Q2 24 | 21.3% | 0.9% | ||
| Q1 24 | 22.5% | -8.5% |
| Q4 25 | $1.36 | — | ||
| Q3 25 | $0.93 | $-0.24 | ||
| Q2 25 | $0.94 | $-0.12 | ||
| Q1 25 | $0.82 | $0.01 | ||
| Q4 24 | $0.99 | $-2.81 | ||
| Q3 24 | $1.03 | $0.09 | ||
| Q2 24 | $0.80 | $0.05 | ||
| Q1 24 | $0.84 | $-0.51 |
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 | — | $60.9M |
| 总债务越低越好 | $190.0M | $2.0B |
| 股东权益账面价值 | $438.8M | $470.7M |
| 总资产 | $1.6B | $2.9B |
| 负债/权益比越低杠杆越低 | 0.43× | 4.30× |
8季度趋势，按日历期对齐
| Q4 25 | — | — | ||
| Q3 25 | — | $60.9M | ||
| Q2 25 | — | $54.1M | ||
| Q1 25 | — | $61.2M | ||
| Q4 24 | — | $50.6M | ||
| Q3 24 | — | $54.7M | ||
| Q2 24 | — | $40.3M | ||
| Q1 24 | — | $42.5M |
| Q4 25 | $190.0M | — | ||
| Q3 25 | $190.0M | $2.0B | ||
| Q2 25 | $200.0M | $2.0B | ||
| Q1 25 | $200.0M | $2.0B | ||
| Q4 24 | $200.0M | $2.0B | ||
| Q3 24 | $200.0M | $2.1B | ||
| Q2 24 | $200.0M | $2.0B | ||
| Q1 24 | $200.0M | $2.0B |
| Q4 25 | $438.8M | — | ||
| Q3 25 | $402.1M | $470.7M | ||
| Q2 25 | $381.8M | $501.4M | ||
| Q1 25 | $356.5M | $513.1M | ||
| Q4 24 | $388.9M | $524.8M | ||
| Q3 24 | $372.1M | $755.3M | ||
| Q2 24 | $341.2M | $765.0M | ||
| Q1 24 | $320.3M | $781.2M |
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | $2.9B | ||
| Q2 25 | $1.4B | $2.9B | ||
| Q1 25 | $1.4B | $3.0B | ||
| Q4 24 | $1.6B | $3.0B | ||
| Q3 24 | $1.6B | $3.4B | ||
| Q2 24 | $1.5B | $3.4B | ||
| Q1 24 | $1.5B | $3.4B |
| Q4 25 | 0.43× | — | ||
| Q3 25 | 0.47× | 4.30× | ||
| Q2 25 | 0.52× | 3.97× | ||
| Q1 25 | 0.56× | 3.91× | ||
| Q4 24 | 0.51× | 3.85× | ||
| Q3 24 | 0.54× | 2.75× | ||
| Q2 24 | 0.59× | 2.67× | ||
| Q1 24 | 0.62× | 2.61× |
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 | $-64.6M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $-70.7M |
| 自由现金流率自由现金流/营收 | 51.2% | -16.1% |
| 资本支出强度资本支出/营收 | 0.1% | 1.4% |
| 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 | $54.8M |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | — | ||
| Q3 25 | $40.4M | $-64.6M | ||
| Q2 25 | $50.9M | $17.8M | ||
| Q1 25 | $157.9M | $52.7M | ||
| Q4 24 | $372.8M | $80.3M | ||
| Q3 24 | $112.8M | $4.2M | ||
| Q2 24 | $75.9M | $11.3M | ||
| Q1 24 | $147.0M | $35.1M |
| Q4 25 | $171.6M | — | ||
| Q3 25 | $40.4M | $-70.7M | ||
| Q2 25 | $50.9M | $11.5M | ||
| Q1 25 | $157.7M | $42.4M | ||
| Q4 24 | $371.3M | $71.7M | ||
| Q3 24 | $112.4M | $-679.0K | ||
| Q2 24 | $75.2M | $5.2M | ||
| Q1 24 | $146.9M | $27.5M |
| Q4 25 | 51.2% | — | ||
| Q3 25 | 13.4% | -16.1% | ||
| Q2 25 | 18.0% | 2.7% | ||
| Q1 25 | 56.9% | 10.0% | ||
| Q4 24 | 125.0% | 13.0% | ||
| Q3 24 | 40.2% | -0.1% | ||
| Q2 24 | 27.8% | 1.2% | ||
| Q1 24 | 55.6% | 5.8% |
| Q4 25 | 0.1% | — | ||
| Q3 25 | 0.0% | 1.4% | ||
| Q2 25 | 0.0% | 1.5% | ||
| Q1 25 | 0.1% | 2.4% | ||
| Q4 24 | 0.5% | 1.6% | ||
| Q3 24 | 0.1% | 1.0% | ||
| Q2 24 | 0.2% | 1.4% | ||
| Q1 24 | 0.0% | 1.6% |
| Q4 25 | 1.46× | — | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 0.75× | — | ||
| Q1 25 | 2.58× | 63.17× | ||
| Q4 24 | 4.26× | — | ||
| Q3 24 | 1.54× | 0.56× | ||
| Q2 24 | 1.32× | 2.87× | ||
| 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
BGS
| Specialty Segment | $150.5M | 34% |
| Meals Segment | $110.0M | 25% |
| Spices And Flavor Solutions Segment | $101.4M | 23% |
| Frozen And Vegetables Segment | $77.4M | 18% |
