vs
Artisan Partners Asset Management Inc.（APAM）与Embecta Corp.（EMBC）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Embecta Corp.的1.3倍（$335.5M vs $261.2M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 16.9%，领先18.3%），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs -0.3%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $16.6M），过去两年Artisan Partners Asset Management Inc.的营收复合增速更高（12.7% vs -4.6%）
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。
Embecta Corp.是一家专注于糖尿病护理领域的全球医疗科技企业，主要设计、生产及销售胰岛素笔针、注射器、输注组件等给药装置，产品服务覆盖全球多个地区的患者、医疗机构及生物制药合作方。
APAM vs EMBC — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $261.2M |
| 净利润 | $118.1M | $44.1M |
| 毛利率 | — | 61.9% |
| 营业利润率 | 39.2% | 31.9% |
| 净利率 | 35.2% | 16.9% |
| 营收同比 | 12.9% | -0.3% |
| 净利润同比 | 34.9% | — |
| 每股收益（稀释后） | $1.36 | $0.74 |
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 | $261.2M | ||
| Q3 25 | $301.3M | $264.0M | ||
| Q2 25 | $282.7M | $295.5M | ||
| Q1 25 | $277.1M | $259.0M | ||
| Q4 24 | $297.1M | $261.9M | ||
| Q3 24 | $279.6M | $286.1M | ||
| Q2 24 | $270.8M | $272.5M | ||
| Q1 24 | $264.4M | $287.2M |
| Q4 25 | $118.1M | $44.1M | ||
| Q3 25 | $66.8M | $26.4M | ||
| Q2 25 | $67.6M | $45.5M | ||
| Q1 25 | $61.1M | $23.5M | ||
| Q4 24 | $87.5M | $0 | ||
| Q3 24 | $73.0M | $14.6M | ||
| Q2 24 | $57.6M | $14.7M | ||
| Q1 24 | $59.5M | $28.9M |
| Q4 25 | — | 61.9% | ||
| Q3 25 | — | 60.0% | ||
| Q2 25 | — | 66.7% | ||
| Q1 25 | — | 63.4% | ||
| Q4 24 | — | 60.0% | ||
| Q3 24 | — | 60.7% | ||
| Q2 24 | — | 69.8% | ||
| Q1 24 | — | 64.6% |
| Q4 25 | 39.2% | 31.9% | ||
| Q3 25 | 33.8% | 21.4% | ||
| Q2 25 | 28.2% | 31.8% | ||
| Q1 25 | 31.2% | 24.3% | ||
| Q4 24 | 36.7% | 11.0% | ||
| Q3 24 | 33.3% | 9.2% | ||
| Q2 24 | 32.0% | 20.5% | ||
| Q1 24 | 29.4% | 13.6% |
| Q4 25 | 35.2% | 16.9% | ||
| Q3 25 | 22.2% | 10.0% | ||
| Q2 25 | 23.9% | 15.4% | ||
| Q1 25 | 22.1% | 9.1% | ||
| Q4 24 | 29.5% | — | ||
| Q3 24 | 26.1% | 5.1% | ||
| Q2 24 | 21.3% | 5.4% | ||
| Q1 24 | 22.5% | 10.1% |
| Q4 25 | $1.36 | $0.74 | ||
| Q3 25 | $0.93 | $0.44 | ||
| Q2 25 | $0.94 | $0.78 | ||
| Q1 25 | $0.82 | $0.40 | ||
| Q4 24 | $0.99 | $0.00 | ||
| Q3 24 | $1.03 | $0.24 | ||
| Q2 24 | $0.80 | $0.25 | ||
| Q1 24 | $0.84 | $0.50 |
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 | — | $201.3M |
| 总债务越低越好 | $190.0M | — |
| 股东权益账面价值 | $438.8M | $-613.1M |
| 总资产 | $1.6B | $1.1B |
| 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 | — | $201.3M | ||
| Q3 25 | — | $225.5M | ||
| Q2 25 | — | $230.6M | ||
| Q1 25 | — | $209.3M | ||
| Q4 24 | — | $210.0M | ||
| Q3 24 | — | $267.5M | ||
| Q2 24 | — | $275.1M | ||
| Q1 24 | — | $299.8M |
| Q4 25 | $190.0M | — | ||
| Q3 25 | $190.0M | $1.4B | ||
| Q2 25 | $200.0M | — | ||
| Q1 25 | $200.0M | — | ||
| Q4 24 | $200.0M | — | ||
| Q3 24 | $200.0M | $1.6B | ||
| Q2 24 | $200.0M | — | ||
| Q1 24 | $200.0M | — |
| Q4 25 | $438.8M | $-613.1M | ||
| Q3 25 | $402.1M | $-650.6M | ||
| Q2 25 | $381.8M | $-669.6M | ||
| Q1 25 | $356.5M | $-736.2M | ||
| Q4 24 | $388.9M | $-768.8M | ||
| Q3 24 | $372.1M | $-738.3M | ||
| Q2 24 | $341.2M | $-763.7M | ||
| Q1 24 | $320.3M | $-769.6M |
| Q4 25 | $1.6B | $1.1B | ||
| Q3 25 | $1.6B | $1.1B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $1.4B | $1.1B | ||
| Q4 24 | $1.6B | $1.1B | ||
| Q3 24 | $1.6B | $1.3B | ||
| Q2 24 | $1.5B | $1.3B | ||
| 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 | $17.2M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $16.6M |
| 自由现金流率自由现金流/营收 | 51.2% | 6.4% |
| 资本支出强度资本支出/营收 | 0.1% | 0.2% |
| 现金转化率经营现金流/净利润 | 1.46× | 0.39× |
| 过去12个月自由现金流最近4个季度 | $420.6M | $205.8M |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | $17.2M | ||
| Q3 25 | $40.4M | $84.0M | ||
| Q2 25 | $50.9M | $81.2M | ||
| Q1 25 | $157.9M | $31.8M | ||
| Q4 24 | $372.8M | $-5.3M | ||
| Q3 24 | $112.8M | $26.6M | ||
| Q2 24 | $75.9M | $-2.1M | ||
| Q1 24 | $147.0M | $24.3M |
| Q4 25 | $171.6M | $16.6M | ||
| Q3 25 | $40.4M | $76.7M | ||
| Q2 25 | $50.9M | $80.8M | ||
| Q1 25 | $157.7M | $31.7M | ||
| Q4 24 | $371.3M | $-6.8M | ||
| Q3 24 | $112.4M | — | ||
| Q2 24 | $75.2M | $-11.8M | ||
| Q1 24 | $146.9M | $20.9M |
| Q4 25 | 51.2% | 6.4% | ||
| Q3 25 | 13.4% | 29.1% | ||
| Q2 25 | 18.0% | 27.3% | ||
| Q1 25 | 56.9% | 12.2% | ||
| Q4 24 | 125.0% | -2.6% | ||
| Q3 24 | 40.2% | — | ||
| Q2 24 | 27.8% | -4.3% | ||
| Q1 24 | 55.6% | 7.3% |
| Q4 25 | 0.1% | 0.2% | ||
| Q3 25 | 0.0% | 2.8% | ||
| Q2 25 | 0.0% | 0.1% | ||
| Q1 25 | 0.1% | 0.0% | ||
| Q4 24 | 0.5% | 0.6% | ||
| Q3 24 | 0.1% | 0.0% | ||
| Q2 24 | 0.2% | 3.6% | ||
| Q1 24 | 0.0% | 1.2% |
| Q4 25 | 1.46× | 0.39× | ||
| Q3 25 | 0.60× | 3.18× | ||
| Q2 25 | 0.75× | 1.78× | ||
| Q1 25 | 2.58× | 1.35× | ||
| Q4 24 | 4.26× | — | ||
| Q3 24 | 1.54× | 1.82× | ||
| Q2 24 | 1.32× | -0.14× | ||
| Q1 24 | 2.47× | 0.84× |
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
EMBC
| Pen Needles | $185.5M | 71% |
| Safety | $37.3M | 14% |
| Syringes | $30.7M | 12% |
| Manufacturing Facility | $4.1M | 2% |
