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Artisan Partners Asset Management Inc.(APAM)与EDGEWELL PERSONAL CARE Co(EPC)财务数据对比。点击上方公司名可切换其他公司
EDGEWELL PERSONAL CARE Co的季度营收约是Artisan Partners Asset Management Inc.的1.3倍($422.8M vs $335.5M),Artisan Partners Asset Management Inc.净利率更高(35.2% vs -15.5%,领先50.7%),Artisan Partners Asset Management Inc.同比增速更快(12.9% vs -11.6%),Artisan Partners Asset Management Inc.自由现金流更多($171.6M vs $-137.5M),过去两年Artisan Partners Asset Management Inc.的营收复合增速更高(12.7% vs -16.0%)
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。
Edgewell个人护理是一家总部位于美国康涅狄格州谢尔顿的跨国消费品企业,主营业务聚焦个人护理产品领域。公司在2015年从劲量控股分拆后正式成立,目前在全球多个市场开展个人护理相关业务。
APAM vs EPC — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $335.5M | $422.8M |
| 净利润 | $118.1M | $-65.7M |
| 毛利率 | — | 38.1% |
| 营业利润率 | 39.2% | -4.5% |
| 净利率 | 35.2% | -15.5% |
| 营收同比 | 12.9% | -11.6% |
| 净利润同比 | 34.9% | -3028.6% |
| 每股收益(稀释后) | $1.36 | $-1.41 |
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 | $422.8M | ||
| Q3 25 | $301.3M | $600.5M | ||
| Q2 25 | $282.7M | $627.2M | ||
| Q1 25 | $277.1M | $580.7M | ||
| Q4 24 | $297.1M | $415.1M | ||
| Q3 24 | $279.6M | $517.6M | ||
| Q2 24 | $270.8M | $647.8M | ||
| Q1 24 | $264.4M | $599.4M |
| Q4 25 | $118.1M | $-65.7M | ||
| Q3 25 | $66.8M | $-30.6M | ||
| Q2 25 | $67.6M | $29.1M | ||
| Q1 25 | $61.1M | $29.0M | ||
| Q4 24 | $87.5M | $-2.1M | ||
| Q3 24 | $73.0M | $8.8M | ||
| Q2 24 | $57.6M | $49.0M | ||
| Q1 24 | $59.5M | $36.0M |
| Q4 25 | — | 38.1% | ||
| Q3 25 | — | 37.9% | ||
| Q2 25 | — | 42.8% | ||
| Q1 25 | — | 44.1% | ||
| Q4 24 | — | 41.6% | ||
| Q3 24 | — | 41.1% | ||
| Q2 24 | — | 44.3% | ||
| Q1 24 | — | 43.1% |
| Q4 25 | 39.2% | -4.5% | ||
| Q3 25 | 33.8% | -4.2% | ||
| Q2 25 | 28.2% | 8.6% | ||
| Q1 25 | 31.2% | 10.1% | ||
| Q4 24 | 36.7% | 2.2% | ||
| Q3 24 | 33.3% | 3.9% | ||
| Q2 24 | 32.0% | 12.8% | ||
| Q1 24 | 29.4% | 11.7% |
| Q4 25 | 35.2% | -15.5% | ||
| Q3 25 | 22.2% | -5.1% | ||
| Q2 25 | 23.9% | 4.6% | ||
| Q1 25 | 22.1% | 5.0% | ||
| Q4 24 | 29.5% | -0.5% | ||
| Q3 24 | 26.1% | 1.7% | ||
| Q2 24 | 21.3% | 7.6% | ||
| Q1 24 | 22.5% | 6.0% |
| Q4 25 | $1.36 | $-1.41 | ||
| Q3 25 | $0.93 | $-0.65 | ||
| Q2 25 | $0.94 | $0.62 | ||
| Q1 25 | $0.82 | $0.60 | ||
| Q4 24 | $0.99 | $-0.04 | ||
| Q3 24 | $1.03 | $0.18 | ||
| Q2 24 | $0.80 | $0.98 | ||
| Q1 24 | $0.84 | $0.72 |
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 | — | — |
| 总债务越低越好 | $190.0M | $1.5B |
| 股东权益账面价值 | $438.8M | $1.5B |
| 总资产 | $1.6B | $3.8B |
| 负债/权益比越低杠杆越低 | 0.43× | 1.03× |
8季度趋势,按日历期对齐
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $209.1M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $190.0M | $1.5B | ||
| Q3 25 | $190.0M | $1.4B | ||
| Q2 25 | $200.0M | $1.4B | ||
| Q1 25 | $200.0M | $1.4B | ||
| Q4 24 | $200.0M | $1.4B | ||
| Q3 24 | $200.0M | $1.3B | ||
| Q2 24 | $200.0M | $1.3B | ||
| Q1 24 | $200.0M | $1.4B |
| Q4 25 | $438.8M | $1.5B | ||
| Q3 25 | $402.1M | $1.6B | ||
| Q2 25 | $381.8M | $1.6B | ||
| Q1 25 | $356.5M | $1.5B | ||
| Q4 24 | $388.9M | $1.5B | ||
| Q3 24 | $372.1M | $1.6B | ||
| Q2 24 | $341.2M | $1.6B | ||
| Q1 24 | $320.3M | $1.6B |
| Q4 25 | $1.6B | $3.8B | ||
| Q3 25 | $1.6B | $3.8B | ||
| Q2 25 | $1.4B | $3.8B | ||
| Q1 25 | $1.4B | $3.8B | ||
| Q4 24 | $1.6B | $3.7B | ||
| Q3 24 | $1.6B | $3.7B | ||
| Q2 24 | $1.5B | $3.7B | ||
| Q1 24 | $1.5B | $3.8B |
| Q4 25 | 0.43× | 1.03× | ||
| Q3 25 | 0.47× | 0.89× | ||
| Q2 25 | 0.52× | 0.88× | ||
| Q1 25 | 0.56× | 0.95× | ||
| Q4 24 | 0.51× | 0.97× | ||
| Q3 24 | 0.54× | 0.81× | ||
| Q2 24 | 0.59× | 0.82× | ||
| Q1 24 | 0.62× | 0.88× |
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 | $-125.9M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $-137.5M |
| 自由现金流率自由现金流/营收 | 51.2% | -32.5% |
| 资本支出强度资本支出/营收 | 0.1% | 2.7% |
| 现金转化率经营现金流/净利润 | 1.46× | — |
| 过去12个月自由现金流最近4个季度 | $420.6M | $36.3M |
8季度趋势,按日历期对齐
| Q4 25 | $172.0M | $-125.9M | ||
| Q3 25 | $40.4M | $74.1M | ||
| Q2 25 | $50.9M | $114.8M | ||
| Q1 25 | $157.9M | $45.1M | ||
| Q4 24 | $372.8M | $-115.6M | ||
| Q3 24 | $112.8M | $-388.3M | ||
| Q2 24 | $75.9M | $101.2M | ||
| Q1 24 | $147.0M | $129.0M |
| Q4 25 | $171.6M | $-137.5M | ||
| Q3 25 | $40.4M | $46.5M | ||
| Q2 25 | $50.9M | $99.3M | ||
| Q1 25 | $157.7M | $28.0M | ||
| Q4 24 | $371.3M | $-132.4M | ||
| Q3 24 | $112.4M | $-414.2M | ||
| Q2 24 | $75.2M | $88.6M | ||
| Q1 24 | $146.9M | $117.5M |
| Q4 25 | 51.2% | -32.5% | ||
| Q3 25 | 13.4% | 7.7% | ||
| Q2 25 | 18.0% | 15.8% | ||
| Q1 25 | 56.9% | 4.8% | ||
| Q4 24 | 125.0% | -31.9% | ||
| Q3 24 | 40.2% | -80.0% | ||
| Q2 24 | 27.8% | 13.7% | ||
| Q1 24 | 55.6% | 19.6% |
| Q4 25 | 0.1% | 2.7% | ||
| Q3 25 | 0.0% | 4.6% | ||
| Q2 25 | 0.0% | 2.5% | ||
| Q1 25 | 0.1% | 2.9% | ||
| Q4 24 | 0.5% | 4.0% | ||
| Q3 24 | 0.1% | 5.0% | ||
| Q2 24 | 0.2% | 1.9% | ||
| Q1 24 | 0.0% | 1.9% |
| Q4 25 | 1.46× | — | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 0.75× | 3.95× | ||
| Q1 25 | 2.58× | 1.56× | ||
| Q4 24 | 4.26× | — | ||
| Q3 24 | 1.54× | -44.13× | ||
| Q2 24 | 1.32× | 2.07× | ||
| Q1 24 | 2.47× | 3.58× |
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
EPC
| Other | $242.0M | 57% |
| Sunand Skin Care Segment | $131.5M | 31% |
| Shavinggelsandcreams | $32.3M | 8% |
| Wipes And Other Skin Care Products | $17.0M | 4% |