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Artisan Partners Asset Management Inc.（APAM）与DAKTRONICS INC（DAKT）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DAKTRONICS INC的1.5倍（$335.5M vs $229.3M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 7.6%，领先27.6%），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs 10.0%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $14.0M），过去两年DAKTRONICS INC的营收复合增速更高（16.0% 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。
达科电子是一家总部位于美国南达科他州布鲁金斯的企业，由两名南达科他州立大学教授于1968年创立，主营业务涵盖视频显示屏、记分牌、数字广告牌、动态信息标识、音响系统及相关产品的设计、生产、销售与服务。
APAM vs DAKT — 直观对比
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $229.3M |
| 净利润 | $118.1M | $17.5M |
| 毛利率 | — | 27.0% |
| 营业利润率 | 39.2% | 9.4% |
| 净利率 | 35.2% | 7.6% |
| 营收同比 | 12.9% | 10.0% |
| 净利润同比 | 34.9% | -18.3% |
| 每股收益（稀释后） | $1.36 | $0.35 |
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 | $229.3M | ||
| Q3 25 | $301.3M | $219.0M | ||
| Q2 25 | $282.7M | $172.6M | ||
| Q1 25 | $277.1M | $149.5M | ||
| Q4 24 | $297.1M | $208.3M | ||
| Q3 24 | $279.6M | $226.1M | ||
| Q2 24 | $270.8M | $215.9M | ||
| Q1 24 | $264.4M | $170.3M |
| Q4 25 | $118.1M | $17.5M | ||
| Q3 25 | $66.8M | $16.5M | ||
| Q2 25 | $67.6M | $-9.4M | ||
| Q1 25 | $61.1M | $-17.2M | ||
| Q4 24 | $87.5M | $21.4M | ||
| Q3 24 | $73.0M | $-4.9M | ||
| Q2 24 | $57.6M | $2.5M | ||
| Q1 24 | $59.5M | $10.7M |
| Q4 25 | — | 27.0% | ||
| Q3 25 | — | 29.7% | ||
| Q2 25 | — | 25.0% | ||
| Q1 25 | — | 24.6% | ||
| Q4 24 | — | 26.8% | ||
| Q3 24 | — | 26.4% | ||
| Q2 24 | — | 25.7% | ||
| Q1 24 | — | 24.5% |
| Q4 25 | 39.2% | 9.4% | ||
| Q3 25 | 33.8% | 10.6% | ||
| Q2 25 | 28.2% | -1.0% | ||
| Q1 25 | 31.2% | -2.4% | ||
| Q4 24 | 36.7% | 7.6% | ||
| Q3 24 | 33.3% | 10.0% | ||
| Q2 24 | 32.0% | 9.0% | ||
| Q1 24 | 29.4% | 4.7% |
| Q4 25 | 35.2% | 7.6% | ||
| Q3 25 | 22.2% | 7.5% | ||
| Q2 25 | 23.9% | -5.5% | ||
| Q1 25 | 22.1% | -11.5% | ||
| Q4 24 | 29.5% | 10.3% | ||
| Q3 24 | 26.1% | -2.2% | ||
| Q2 24 | 21.3% | 1.2% | ||
| Q1 24 | 22.5% | 6.3% |
| Q4 25 | $1.36 | $0.35 | ||
| Q3 25 | $0.93 | $0.33 | ||
| Q2 25 | $0.94 | $0.04 | ||
| Q1 25 | $0.82 | $-0.36 | ||
| Q4 24 | $0.99 | $0.22 | ||
| Q3 24 | $1.03 | $-0.11 | ||
| Q2 24 | $0.80 | $0.18 | ||
| Q1 24 | $0.84 | $0.09 |
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 | — | $149.6M |
| 总债务越低越好 | $190.0M | — |
| 股东权益账面价值 | $438.8M | $297.5M |
| 总资产 | $1.6B | $548.4M |
| 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 | — | $149.6M | ||
| Q3 25 | — | $136.9M | ||
| Q2 25 | — | $127.5M | ||
| Q1 25 | — | $132.2M | ||
| Q4 24 | — | $134.4M | ||
| Q3 24 | — | $96.8M | ||
| Q2 24 | — | $81.3M | ||
| Q1 24 | — | $76.8M |
| 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 | $297.5M | ||
| Q3 25 | $402.1M | $279.8M | ||
| Q2 25 | $381.8M | $271.9M | ||
| Q1 25 | $356.5M | $272.3M | ||
| Q4 24 | $388.9M | $260.9M | ||
| Q3 24 | $372.1M | $238.2M | ||
| Q2 24 | $341.2M | $238.8M | ||
| Q1 24 | $320.3M | $236.2M |
| Q4 25 | $1.6B | $548.4M | ||
| Q3 25 | $1.6B | $545.6M | ||
| Q2 25 | $1.4B | $502.9M | ||
| Q1 25 | $1.4B | $524.2M | ||
| Q4 24 | $1.6B | $551.9M | ||
| Q3 24 | $1.6B | $553.9M | ||
| Q2 24 | $1.5B | $527.9M | ||
| Q1 24 | $1.5B | $499.2M |
| 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 | $16.5M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $14.0M |
| 自由现金流率自由现金流/营收 | 51.2% | 6.1% |
| 资本支出强度资本支出/营收 | 0.1% | 1.1% |
| 现金转化率经营现金流/净利润 | 1.46× | 0.94× |
| 过去12个月自由现金流最近4个季度 | $420.6M | $61.7M |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | $16.5M | ||
| Q3 25 | $40.4M | $26.1M | ||
| Q2 25 | $50.9M | $22.9M | ||
| Q1 25 | $157.9M | $12.0M | ||
| Q4 24 | $372.8M | $43.3M | ||
| Q3 24 | $112.8M | $19.5M | ||
| Q2 24 | $75.9M | $9.5M | ||
| Q1 24 | $147.0M | $9.5M |
| Q4 25 | $171.6M | $14.0M | ||
| Q3 25 | $40.4M | $21.8M | ||
| Q2 25 | $50.9M | $18.0M | ||
| Q1 25 | $157.7M | $7.8M | ||
| Q4 24 | $371.3M | $38.0M | ||
| Q3 24 | $112.4M | $14.4M | ||
| Q2 24 | $75.2M | $6.1M | ||
| Q1 24 | $146.9M | $5.1M |
| Q4 25 | 51.2% | 6.1% | ||
| Q3 25 | 13.4% | 10.0% | ||
| Q2 25 | 18.0% | 10.5% | ||
| Q1 25 | 56.9% | 5.2% | ||
| Q4 24 | 125.0% | 18.2% | ||
| Q3 24 | 40.2% | 6.4% | ||
| Q2 24 | 27.8% | 2.8% | ||
| Q1 24 | 55.6% | 3.0% |
| Q4 25 | 0.1% | 1.1% | ||
| Q3 25 | 0.0% | 2.0% | ||
| Q2 25 | 0.0% | 2.8% | ||
| Q1 25 | 0.1% | 2.8% | ||
| Q4 24 | 0.5% | 2.6% | ||
| Q3 24 | 0.1% | 2.2% | ||
| Q2 24 | 0.2% | 1.6% | ||
| Q1 24 | 0.0% | 2.6% |
| Q4 25 | 1.46× | 0.94× | ||
| Q3 25 | 0.60× | 1.58× | ||
| Q2 25 | 0.75× | — | ||
| Q1 25 | 2.58× | — | ||
| Q4 24 | 4.26× | 2.02× | ||
| Q3 24 | 1.54× | — | ||
| Q2 24 | 1.32× | 3.75× | ||
| Q1 24 | 2.47× | 0.88× |
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
DAKT
| Live Events Segment | $81.5M | 36% |
| Transferred At Point In Time | $41.9M | 18% |
| Limited Configuration | $39.2M | 17% |
| Other | $30.6M | 13% |
| Transportation Segment | $21.3M | 9% |
| Transferred Over Time | $8.8M | 4% |
| Unique Configuration | $6.0M | 3% |
