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Artisan Partners Asset Management Inc.(APAM)与8X8 INC(EGHT)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8X8 INC的1.8倍($335.5M vs $185.1M),Artisan Partners Asset Management Inc.净利率更高(35.2% vs 2.8%,领先32.4%),Artisan Partners Asset Management Inc.同比增速更快(12.9% vs 3.4%),Artisan Partners Asset Management Inc.自由现金流更多($171.6M vs $19.1M),过去两年Artisan Partners Asset Management Inc.的营收复合增速更高(12.7% vs 1.6%)
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。
8x8 Inc是源自美国的企业级云通信与客户体验软件服务商,依托云架构为企业提供统一通信、呼叫中心及通信平台即服务(CPaaS)等产品方案,公司总部位于加利福尼亚州坎贝尔,其股票在纳斯达克交易所挂牌交易。
APAM vs EGHT — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $335.5M | $185.1M |
| 净利润 | $118.1M | $5.1M |
| 毛利率 | — | 63.9% |
| 营业利润率 | 39.2% | 5.2% |
| 净利率 | 35.2% | 2.8% |
| 营收同比 | 12.9% | 3.4% |
| 净利润同比 | 34.9% | 68.4% |
| 每股收益(稀释后) | $1.36 | $0.04 |
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 | $185.1M | ||
| Q3 25 | $301.3M | $184.1M | ||
| Q2 25 | $282.7M | $181.4M | ||
| Q1 25 | $277.1M | $177.0M | ||
| Q4 24 | $297.1M | $178.9M | ||
| Q3 24 | $279.6M | $181.0M | ||
| Q2 24 | $270.8M | $178.1M | ||
| Q1 24 | $264.4M | $179.4M |
| Q4 25 | $118.1M | $5.1M | ||
| Q3 25 | $66.8M | $767.0K | ||
| Q2 25 | $67.6M | $-4.3M | ||
| Q1 25 | $61.1M | $-5.4M | ||
| Q4 24 | $87.5M | $3.0M | ||
| Q3 24 | $73.0M | $-14.5M | ||
| Q2 24 | $57.6M | $-10.3M | ||
| Q1 24 | $59.5M | $-23.6M |
| Q4 25 | — | 63.9% | ||
| Q3 25 | — | 64.8% | ||
| Q2 25 | — | 66.4% | ||
| Q1 25 | — | 67.8% | ||
| Q4 24 | — | 67.7% | ||
| Q3 24 | — | 68.1% | ||
| Q2 24 | — | 67.9% | ||
| Q1 24 | — | 68.2% |
| Q4 25 | 39.2% | 5.2% | ||
| Q3 25 | 33.8% | 2.9% | ||
| Q2 25 | 28.2% | 0.3% | ||
| Q1 25 | 31.2% | 0.2% | ||
| Q4 24 | 36.7% | 5.0% | ||
| Q3 24 | 33.3% | 4.0% | ||
| Q2 24 | 32.0% | -0.8% | ||
| Q1 24 | 29.4% | -7.9% |
| Q4 25 | 35.2% | 2.8% | ||
| Q3 25 | 22.2% | 0.4% | ||
| Q2 25 | 23.9% | -2.4% | ||
| Q1 25 | 22.1% | -3.1% | ||
| Q4 24 | 29.5% | 1.7% | ||
| Q3 24 | 26.1% | -8.0% | ||
| Q2 24 | 21.3% | -5.8% | ||
| Q1 24 | 22.5% | -13.1% |
| Q4 25 | $1.36 | $0.04 | ||
| Q3 25 | $0.93 | $0.01 | ||
| Q2 25 | $0.94 | $-0.03 | ||
| Q1 25 | $0.82 | $-0.04 | ||
| Q4 24 | $0.99 | $0.02 | ||
| Q3 24 | $1.03 | $-0.11 | ||
| Q2 24 | $0.80 | $-0.08 | ||
| Q1 24 | $0.84 | $-0.20 |
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 | — | $86.9M |
| 总债务越低越好 | $190.0M | $321.2M |
| 股东权益账面价值 | $438.8M | $142.9M |
| 总资产 | $1.6B | $661.5M |
| 负债/权益比越低杠杆越低 | 0.43× | 2.25× |
8季度趋势,按日历期对齐
| Q4 25 | — | $86.9M | ||
| Q3 25 | — | $75.9M | ||
| Q2 25 | — | $81.3M | ||
| Q1 25 | — | $88.0M | ||
| Q4 24 | — | $104.2M | ||
| Q3 24 | — | $117.4M | ||
| Q2 24 | — | $130.8M | ||
| Q1 24 | — | $117.3M |
| Q4 25 | $190.0M | $321.2M | ||
| Q3 25 | $190.0M | $325.8M | ||
| Q2 25 | $200.0M | $335.4M | ||
| Q1 25 | $200.0M | $350.0M | ||
| Q4 24 | $200.0M | $364.5M | ||
| Q3 24 | $200.0M | $396.9M | ||
| Q2 24 | $200.0M | — | ||
| Q1 24 | $200.0M | $409.7M |
| Q4 25 | $438.8M | $142.9M | ||
| Q3 25 | $402.1M | $133.2M | ||
| Q2 25 | $381.8M | $128.2M | ||
| Q1 25 | $356.5M | $122.2M | ||
| Q4 24 | $388.9M | $113.0M | ||
| Q3 24 | $372.1M | $109.8M | ||
| Q2 24 | $341.2M | $104.6M | ||
| Q1 24 | $320.3M | $102.0M |
| Q4 25 | $1.6B | $661.5M | ||
| Q3 25 | $1.6B | $670.8M | ||
| Q2 25 | $1.4B | $684.3M | ||
| Q1 25 | $1.4B | $683.2M | ||
| Q4 24 | $1.6B | $698.2M | ||
| Q3 24 | $1.6B | $740.1M | ||
| Q2 24 | $1.5B | $755.7M | ||
| Q1 24 | $1.5B | $756.0M |
| Q4 25 | 0.43× | 2.25× | ||
| Q3 25 | 0.47× | 2.45× | ||
| Q2 25 | 0.52× | 2.62× | ||
| Q1 25 | 0.56× | 2.86× | ||
| Q4 24 | 0.51× | 3.23× | ||
| Q3 24 | 0.54× | 3.61× | ||
| Q2 24 | 0.59× | — | ||
| Q1 24 | 0.62× | 4.02× |
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 | $20.7M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $19.1M |
| 自由现金流率自由现金流/营收 | 51.2% | 10.3% |
| 资本支出强度资本支出/营收 | 0.1% | 0.9% |
| 现金转化率经营现金流/净利润 | 1.46× | 4.07× |
| 过去12个月自由现金流最近4个季度 | $420.6M | $43.8M |
8季度趋势,按日历期对齐
| Q4 25 | $172.0M | $20.7M | ||
| Q3 25 | $40.4M | $8.8M | ||
| Q2 25 | $50.9M | $11.9M | ||
| Q1 25 | $157.9M | $5.9M | ||
| Q4 24 | $372.8M | $27.2M | ||
| Q3 24 | $112.8M | $12.3M | ||
| Q2 24 | $75.9M | $18.1M | ||
| Q1 24 | $147.0M | $12.7M |
| Q4 25 | $171.6M | $19.1M | ||
| Q3 25 | $40.4M | $7.7M | ||
| Q2 25 | $50.9M | $11.5M | ||
| Q1 25 | $157.7M | $5.5M | ||
| Q4 24 | $371.3M | $26.8M | ||
| Q3 24 | $112.4M | $11.1M | ||
| Q2 24 | $75.2M | $17.8M | ||
| Q1 24 | $146.9M | $12.3M |
| Q4 25 | 51.2% | 10.3% | ||
| Q3 25 | 13.4% | 4.2% | ||
| Q2 25 | 18.0% | 6.3% | ||
| Q1 25 | 56.9% | 3.1% | ||
| Q4 24 | 125.0% | 15.0% | ||
| Q3 24 | 40.2% | 6.1% | ||
| Q2 24 | 27.8% | 10.0% | ||
| Q1 24 | 55.6% | 6.9% |
| Q4 25 | 0.1% | 0.9% | ||
| Q3 25 | 0.0% | 0.6% | ||
| Q2 25 | 0.0% | 0.2% | ||
| Q1 25 | 0.1% | 0.2% | ||
| Q4 24 | 0.5% | 0.3% | ||
| Q3 24 | 0.1% | 0.7% | ||
| Q2 24 | 0.2% | 0.2% | ||
| Q1 24 | 0.0% | 0.2% |
| Q4 25 | 1.46× | 4.07× | ||
| Q3 25 | 0.60× | 11.52× | ||
| Q2 25 | 0.75× | — | ||
| Q1 25 | 2.58× | — | ||
| Q4 24 | 4.26× | 9.01× | ||
| Q3 24 | 1.54× | — | ||
| Q2 24 | 1.32× | — | ||
| 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
EGHT
| Services | $179.7M | 97% |
| Other | $5.4M | 3% |