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Artisan Partners Asset Management Inc.（APAM）与Blue Bird Corp（BLBD）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Blue Bird Corp的1.0倍（$335.5M vs $333.1M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 9.2%，领先26.0%），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs 6.1%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $31.1M），过去两年Artisan Partners Asset Management Inc.的营收复合增速更高（12.7% vs -1.9%）
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。
蓝鸟公司是美国知名客车制造企业，总部位于佐治亚州福特瓦利，主打产品为校车，同时业务覆盖多种客车类型的生产，包括城市公交、旅居房车，以及移动图书馆、流动警务指挥中心等特种车辆。
APAM vs BLBD — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $333.1M |
| 净利润 | $118.1M | $30.8M |
| 毛利率 | — | 21.4% |
| 营业利润率 | 39.2% | 11.3% |
| 净利率 | 35.2% | 9.2% |
| 营收同比 | 12.9% | 6.1% |
| 净利润同比 | 34.9% | 7.1% |
| 每股收益（稀释后） | $1.36 | $0.94 |
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 | $333.1M | ||
| Q3 25 | $301.3M | $409.4M | ||
| Q2 25 | $282.7M | $398.0M | ||
| Q1 25 | $277.1M | $358.9M | ||
| Q4 24 | $297.1M | $313.9M | ||
| Q3 24 | $279.6M | $350.2M | ||
| Q2 24 | $270.8M | $333.4M | ||
| Q1 24 | $264.4M | $345.9M |
| Q4 25 | $118.1M | $30.8M | ||
| Q3 25 | $66.8M | $36.5M | ||
| Q2 25 | $67.6M | $36.5M | ||
| Q1 25 | $61.1M | $26.0M | ||
| Q4 24 | $87.5M | $28.7M | ||
| Q3 24 | $73.0M | $24.7M | ||
| Q2 24 | $57.6M | $28.7M | ||
| Q1 24 | $59.5M | $26.0M |
| Q4 25 | — | 21.4% | ||
| Q3 25 | — | 21.1% | ||
| Q2 25 | — | 21.6% | ||
| Q1 25 | — | 19.7% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | — | 17.0% | ||
| Q2 24 | — | 20.8% | ||
| Q1 24 | — | 18.4% |
| Q4 25 | 39.2% | 11.3% | ||
| Q3 25 | 33.8% | 12.3% | ||
| Q2 25 | 28.2% | 12.6% | ||
| Q1 25 | 31.2% | 9.4% | ||
| Q4 24 | 36.7% | 10.5% | ||
| Q3 24 | 33.3% | 7.3% | ||
| Q2 24 | 32.0% | 11.9% | ||
| Q1 24 | 29.4% | 10.4% |
| Q4 25 | 35.2% | 9.2% | ||
| Q3 25 | 22.2% | 8.9% | ||
| Q2 25 | 23.9% | 9.2% | ||
| Q1 25 | 22.1% | 7.3% | ||
| Q4 24 | 29.5% | 9.2% | ||
| Q3 24 | 26.1% | 7.0% | ||
| Q2 24 | 21.3% | 8.6% | ||
| Q1 24 | 22.5% | 7.5% |
| Q4 25 | $1.36 | $0.94 | ||
| Q3 25 | $0.93 | $1.11 | ||
| Q2 25 | $0.94 | $1.12 | ||
| Q1 25 | $0.82 | $0.79 | ||
| Q4 24 | $0.99 | $0.86 | ||
| Q3 24 | $1.03 | $0.71 | ||
| Q2 24 | $0.80 | $0.85 | ||
| Q1 24 | $0.84 | $0.79 |
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 | — | $241.7M |
| 总债务越低越好 | $190.0M | — |
| 股东权益账面价值 | $438.8M | $271.4M |
| 总资产 | $1.6B | $642.3M |
| 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 | — | $241.7M | ||
| Q3 25 | — | $229.3M | ||
| Q2 25 | — | $173.1M | ||
| Q1 25 | — | $130.7M | ||
| Q4 24 | — | $136.1M | ||
| Q3 24 | — | $127.7M | ||
| Q2 24 | — | $88.4M | ||
| Q1 24 | — | $93.1M |
| 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 | $271.4M | ||
| Q3 25 | $402.1M | $255.4M | ||
| Q2 25 | $381.8M | $221.8M | ||
| Q1 25 | $356.5M | $190.4M | ||
| Q4 24 | $388.9M | $179.7M | ||
| Q3 24 | $372.1M | $159.6M | ||
| Q2 24 | $341.2M | $137.3M | ||
| Q1 24 | $320.3M | $105.8M |
| Q4 25 | $1.6B | $642.3M | ||
| Q3 25 | $1.6B | $625.3M | ||
| Q2 25 | $1.4B | $575.5M | ||
| Q1 25 | $1.4B | $543.7M | ||
| Q4 24 | $1.6B | $535.2M | ||
| Q3 24 | $1.6B | $524.9M | ||
| Q2 24 | $1.5B | $468.1M | ||
| Q1 24 | $1.5B | $456.5M |
| 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 | $36.6M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $31.1M |
| 自由现金流率自由现金流/营收 | 51.2% | 9.3% |
| 资本支出强度资本支出/营收 | 0.1% | 1.6% |
| 现金转化率经营现金流/净利润 | 1.46× | 1.19× |
| 过去12个月自由现金流最近4个季度 | $420.6M | $162.6M |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | $36.6M | ||
| Q3 25 | $40.4M | $65.1M | ||
| Q2 25 | $50.9M | $56.9M | ||
| Q1 25 | $157.9M | $27.8M | ||
| Q4 24 | $372.8M | $26.4M | ||
| Q3 24 | $112.8M | $55.4M | ||
| Q2 24 | $75.9M | $989.0K | ||
| Q1 24 | $147.0M | $54.6M |
| Q4 25 | $171.6M | $31.1M | ||
| Q3 25 | $40.4M | $60.5M | ||
| Q2 25 | $50.9M | $52.3M | ||
| Q1 25 | $157.7M | $18.7M | ||
| Q4 24 | $371.3M | $21.8M | ||
| Q3 24 | $112.4M | $50.2M | ||
| Q2 24 | $75.2M | $-3.5M | ||
| Q1 24 | $146.9M | $51.8M |
| Q4 25 | 51.2% | 9.3% | ||
| Q3 25 | 13.4% | 14.8% | ||
| Q2 25 | 18.0% | 13.1% | ||
| Q1 25 | 56.9% | 5.2% | ||
| Q4 24 | 125.0% | 7.0% | ||
| Q3 24 | 40.2% | 14.3% | ||
| Q2 24 | 27.8% | -1.1% | ||
| Q1 24 | 55.6% | 15.0% |
| Q4 25 | 0.1% | 1.6% | ||
| Q3 25 | 0.0% | 1.1% | ||
| Q2 25 | 0.0% | 1.2% | ||
| Q1 25 | 0.1% | 2.5% | ||
| Q4 24 | 0.5% | 1.5% | ||
| Q3 24 | 0.1% | 1.5% | ||
| Q2 24 | 0.2% | 1.3% | ||
| Q1 24 | 0.0% | 0.8% |
| Q4 25 | 1.46× | 1.19× | ||
| Q3 25 | 0.60× | 1.78× | ||
| Q2 25 | 0.75× | 1.56× | ||
| Q1 25 | 2.58× | 1.07× | ||
| Q4 24 | 4.26× | 0.92× | ||
| Q3 24 | 1.54× | 2.24× | ||
| Q2 24 | 1.32× | 0.03× | ||
| Q1 24 | 2.47× | 2.10× |
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
BLBD
| Alternative Fuel Buses | $151.4M | 45% |
| Diesel Buses | $144.9M | 43% |
| Parts | $24.8M | 7% |
| Other | $12.1M | 4% |
