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Artisan Partners Asset Management Inc.（APAM）与DXP ENTERPRISES INC（DXPE）财务数据对比。点击上方公司名可切换其他公司
DXP ENTERPRISES INC的季度营收约是Artisan Partners Asset Management Inc.的1.6倍（$527.4M vs $335.5M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 4.3%，领先30.9%），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs 12.0%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $34.5M），过去两年DXP ENTERPRISES INC的营收复合增速更高（13.1% 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。
DXP Enterprises Inc.是一家领先的工业分销企业，提供维护、维修、运营（MRO）用品、流体处理设备、泵系统及相关技术服务，主要服务制造业、能源、矿业、建筑等领域客户，核心市场覆盖北美地区。
APAM vs DXPE — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $527.4M |
| 净利润 | $118.1M | $22.8M |
| 毛利率 | — | 31.6% |
| 营业利润率 | 39.2% | 8.8% |
| 净利率 | 35.2% | 4.3% |
| 营收同比 | 12.9% | 12.0% |
| 净利润同比 | 34.9% | 6.9% |
| 每股收益（稀释后） | $1.36 | $1.38 |
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 | $527.4M | ||
| Q3 25 | $301.3M | $513.7M | ||
| Q2 25 | $282.7M | $498.7M | ||
| Q1 25 | $277.1M | $476.6M | ||
| Q4 24 | $297.1M | $470.9M | ||
| Q3 24 | $279.6M | $472.9M | ||
| Q2 24 | $270.8M | $445.6M | ||
| Q1 24 | $264.4M | $412.6M |
| Q4 25 | $118.1M | $22.8M | ||
| Q3 25 | $66.8M | $21.6M | ||
| Q2 25 | $67.6M | $23.6M | ||
| Q1 25 | $61.1M | $20.6M | ||
| Q4 24 | $87.5M | $21.4M | ||
| Q3 24 | $73.0M | $21.1M | ||
| Q2 24 | $57.6M | $16.7M | ||
| Q1 24 | $59.5M | $11.3M |
| Q4 25 | — | 31.6% | ||
| Q3 25 | — | 31.4% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 31.5% | ||
| Q4 24 | — | 31.5% | ||
| Q3 24 | — | 30.9% | ||
| Q2 24 | — | 30.9% | ||
| Q1 24 | — | 30.0% |
| Q4 25 | 39.2% | 8.8% | ||
| Q3 25 | 33.8% | 8.5% | ||
| Q2 25 | 28.2% | 9.2% | ||
| Q1 25 | 31.2% | 8.5% | ||
| Q4 24 | 36.7% | 8.3% | ||
| Q3 24 | 33.3% | 8.4% | ||
| Q2 24 | 32.0% | 8.4% | ||
| Q1 24 | 29.4% | 7.1% |
| Q4 25 | 35.2% | 4.3% | ||
| Q3 25 | 22.2% | 4.2% | ||
| Q2 25 | 23.9% | 4.7% | ||
| Q1 25 | 22.1% | 4.3% | ||
| Q4 24 | 29.5% | 4.5% | ||
| Q3 24 | 26.1% | 4.5% | ||
| Q2 24 | 21.3% | 3.7% | ||
| Q1 24 | 22.5% | 2.7% |
| Q4 25 | $1.36 | $1.38 | ||
| Q3 25 | $0.93 | $1.31 | ||
| Q2 25 | $0.94 | $1.43 | ||
| Q1 25 | $0.82 | $1.25 | ||
| Q4 24 | $0.99 | $1.28 | ||
| Q3 24 | $1.03 | $1.27 | ||
| Q2 24 | $0.80 | $1.00 | ||
| Q1 24 | $0.84 | $0.67 |
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 | — | $303.8M |
| 总债务越低越好 | $190.0M | — |
| 股东权益账面价值 | $438.8M | $498.4M |
| 总资产 | $1.6B | $1.7B |
| 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 | — | $303.8M | ||
| Q3 25 | — | $123.8M | ||
| Q2 25 | — | $112.9M | ||
| Q1 25 | — | $114.3M | ||
| Q4 24 | — | $148.3M | ||
| Q3 24 | — | $35.0M | ||
| Q2 24 | — | $49.9M | ||
| Q1 24 | — | $139.7M |
| 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 | $498.4M | ||
| Q3 25 | $402.1M | $488.3M | ||
| Q2 25 | $381.8M | $468.1M | ||
| Q1 25 | $356.5M | $444.7M | ||
| Q4 24 | $388.9M | $422.8M | ||
| Q3 24 | $372.1M | $402.4M | ||
| Q2 24 | $341.2M | $384.7M | ||
| Q1 24 | $320.3M | $375.5M |
| Q4 25 | $1.6B | $1.7B | ||
| Q3 25 | $1.6B | $1.4B | ||
| Q2 25 | $1.4B | $1.4B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.6B | $1.2B | ||
| Q2 24 | $1.5B | $1.2B | ||
| Q1 24 | $1.5B | $1.2B |
| 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 | $37.8M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $34.5M |
| 自由现金流率自由现金流/营收 | 51.2% | 6.5% |
| 资本支出强度资本支出/营收 | 0.1% | 0.6% |
| 现金转化率经营现金流/净利润 | 1.46× | 1.65× |
| 过去12个月自由现金流最近4个季度 | $420.6M | $54.0M |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | $37.8M | ||
| Q3 25 | $40.4M | $34.9M | ||
| Q2 25 | $50.9M | $18.6M | ||
| Q1 25 | $157.9M | $3.0M | ||
| Q4 24 | $372.8M | $32.1M | ||
| Q3 24 | $112.8M | $28.3M | ||
| Q2 24 | $75.9M | $14.7M | ||
| Q1 24 | $147.0M | $27.0M |
| Q4 25 | $171.6M | $34.5M | ||
| Q3 25 | $40.4M | $28.1M | ||
| Q2 25 | $50.9M | $8.3M | ||
| Q1 25 | $157.7M | $-16.9M | ||
| Q4 24 | $371.3M | $22.7M | ||
| Q3 24 | $112.4M | $24.4M | ||
| Q2 24 | $75.2M | $5.9M | ||
| Q1 24 | $146.9M | $24.1M |
| Q4 25 | 51.2% | 6.5% | ||
| Q3 25 | 13.4% | 5.5% | ||
| Q2 25 | 18.0% | 1.7% | ||
| Q1 25 | 56.9% | -3.6% | ||
| Q4 24 | 125.0% | 4.8% | ||
| Q3 24 | 40.2% | 5.2% | ||
| Q2 24 | 27.8% | 1.3% | ||
| Q1 24 | 55.6% | 5.8% |
| Q4 25 | 0.1% | 0.6% | ||
| Q3 25 | 0.0% | 1.3% | ||
| Q2 25 | 0.0% | 2.1% | ||
| Q1 25 | 0.1% | 4.2% | ||
| Q4 24 | 0.5% | 2.0% | ||
| Q3 24 | 0.1% | 0.8% | ||
| Q2 24 | 0.2% | 2.0% | ||
| Q1 24 | 0.0% | 0.7% |
| Q4 25 | 1.46× | 1.65× | ||
| Q3 25 | 0.60× | 1.61× | ||
| Q2 25 | 0.75× | 0.79× | ||
| Q1 25 | 2.58× | 0.14× | ||
| Q4 24 | 4.26× | 1.50× | ||
| Q3 24 | 1.54× | 1.34× | ||
| Q2 24 | 1.32× | 0.88× | ||
| Q1 24 | 2.47× | 2.38× |
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
DXPE
| Service Centers | $356.2M | 68% |
| Innovative Pumping Solutions | $110.0M | 21% |
| Supply Chain Services | $61.2M | 12% |
