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Artisan Partners Asset Management Inc.（APAM）与ESCO TECHNOLOGIES INC（ESE）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ESCO TECHNOLOGIES INC的1.2倍（$335.5M vs $289.7M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 9.9%，领先25.3%），ESCO TECHNOLOGIES INC同比增速更快（17.3% vs 12.9%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $63.0M），过去两年Artisan Partners Asset Management Inc.的营收复合增速更高（12.7% vs 7.8%）
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。
ESCO是来自新加坡的品牌，专注于实验室领域相关产品及服务的研发、生产与销售，可为各类科研、检测及工业实验室提供适配的产品解决方案与配套支持，产品广泛应用于生命科学、医疗健康、工业检测等多个领域。
APAM vs ESE — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $289.7M |
| 净利润 | $118.1M | $28.7M |
| 毛利率 | — | 41.4% |
| 营业利润率 | 39.2% | 13.2% |
| 净利率 | 35.2% | 9.9% |
| 营收同比 | 12.9% | 17.3% |
| 净利润同比 | 34.9% | 22.2% |
| 每股收益（稀释后） | $1.36 | $1.11 |
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 | $289.7M | ||
| Q3 25 | $301.3M | $286.5M | ||
| Q2 25 | $282.7M | $296.3M | ||
| Q1 25 | $277.1M | $265.5M | ||
| Q4 24 | $297.1M | $247.0M | ||
| Q3 24 | $279.6M | $298.5M | ||
| Q2 24 | $270.8M | $260.8M | ||
| Q1 24 | $264.4M | $249.1M |
| Q4 25 | $118.1M | $28.7M | ||
| Q3 25 | $66.8M | $218.7M | ||
| Q2 25 | $67.6M | $26.1M | ||
| Q1 25 | $61.1M | $31.0M | ||
| Q4 24 | $87.5M | $23.5M | ||
| Q3 24 | $73.0M | $34.3M | ||
| Q2 24 | $57.6M | $29.2M | ||
| Q1 24 | $59.5M | $23.2M |
| Q4 25 | — | 41.4% | ||
| Q3 25 | — | 45.9% | ||
| Q2 25 | — | 41.2% | ||
| Q1 25 | — | 41.1% | ||
| Q4 24 | — | 39.8% | ||
| Q3 24 | — | 40.1% | ||
| Q2 24 | — | 39.6% | ||
| Q1 24 | — | 38.8% |
| Q4 25 | 39.2% | 13.2% | ||
| Q3 25 | 33.8% | 17.2% | ||
| Q2 25 | 28.2% | 11.2% | ||
| Q1 25 | 31.2% | 15.3% | ||
| Q4 24 | 36.7% | 11.4% | ||
| Q3 24 | 33.3% | 14.8% | ||
| Q2 24 | 32.0% | 14.3% | ||
| Q1 24 | 29.4% | 11.7% |
| Q4 25 | 35.2% | 9.9% | ||
| Q3 25 | 22.2% | 76.3% | ||
| Q2 25 | 23.9% | 8.8% | ||
| Q1 25 | 22.1% | 11.7% | ||
| Q4 24 | 29.5% | 9.5% | ||
| Q3 24 | 26.1% | 11.5% | ||
| Q2 24 | 21.3% | 11.2% | ||
| Q1 24 | 22.5% | 9.3% |
| Q4 25 | $1.36 | $1.11 | ||
| Q3 25 | $0.93 | $8.43 | ||
| Q2 25 | $0.94 | $1.01 | ||
| Q1 25 | $0.82 | $1.20 | ||
| Q4 24 | $0.99 | $0.91 | ||
| Q3 24 | $1.03 | $1.32 | ||
| Q2 24 | $0.80 | $1.13 | ||
| Q1 24 | $0.84 | $0.90 |
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 | — | $103.8M |
| 总债务越低越好 | $190.0M | $145.5M |
| 股东权益账面价值 | $438.8M | $1.6B |
| 总资产 | $1.6B | $2.4B |
| 负债/权益比越低杠杆越低 | 0.43× | 0.09× |
8季度趋势，按日历期对齐
| Q4 25 | — | $103.8M | ||
| Q3 25 | — | $101.3M | ||
| Q2 25 | — | $78.7M | ||
| Q1 25 | — | $57.4M | ||
| Q4 24 | — | $71.3M | ||
| Q3 24 | — | $66.0M | ||
| Q2 24 | — | $63.0M | ||
| Q1 24 | — | $59.4M |
| Q4 25 | $190.0M | $145.5M | ||
| Q3 25 | $190.0M | $186.0M | ||
| Q2 25 | $200.0M | $525.0M | ||
| Q1 25 | $200.0M | $88.0M | ||
| Q4 24 | $200.0M | $112.0M | ||
| Q3 24 | $200.0M | $122.0M | ||
| Q2 24 | $200.0M | $173.0M | ||
| Q1 24 | $200.0M | $191.0M |
| Q4 25 | $438.8M | $1.6B | ||
| Q3 25 | $402.1M | $1.5B | ||
| Q2 25 | $381.8M | $1.3B | ||
| Q1 25 | $356.5M | $1.3B | ||
| Q4 24 | $388.9M | $1.2B | ||
| Q3 24 | $372.1M | $1.2B | ||
| Q2 24 | $341.2M | $1.2B | ||
| Q1 24 | $320.3M | $1.2B |
| Q4 25 | $1.6B | $2.4B | ||
| Q3 25 | $1.6B | $2.4B | ||
| Q2 25 | $1.4B | $2.5B | ||
| Q1 25 | $1.4B | $1.8B | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.6B | $1.8B | ||
| Q2 24 | $1.5B | $1.8B | ||
| Q1 24 | $1.5B | $1.8B |
| Q4 25 | 0.43× | 0.09× | ||
| Q3 25 | 0.47× | 0.12× | ||
| Q2 25 | 0.52× | 0.40× | ||
| Q1 25 | 0.56× | 0.07× | ||
| Q4 24 | 0.51× | 0.09× | ||
| Q3 24 | 0.54× | 0.10× | ||
| Q2 24 | 0.59× | 0.14× | ||
| Q1 24 | 0.62× | 0.16× |
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 | $68.9M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $63.0M |
| 自由现金流率自由现金流/营收 | 51.2% | 21.7% |
| 资本支出强度资本支出/营收 | 0.1% | 2.0% |
| 现金转化率经营现金流/净利润 | 1.46× | 2.40× |
| 过去12个月自由现金流最近4个季度 | $420.6M | $239.6M |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | $68.9M | ||
| Q3 25 | $40.4M | $109.9M | ||
| Q2 25 | $50.9M | $73.7M | ||
| Q1 25 | $157.9M | $24.1M | ||
| Q4 24 | $372.8M | $34.2M | ||
| Q3 24 | $112.8M | $72.1M | ||
| Q2 24 | $75.9M | $36.2M | ||
| Q1 24 | $147.0M | $10.5M |
| Q4 25 | $171.6M | $63.0M | ||
| Q3 25 | $40.4M | $97.8M | ||
| Q2 25 | $50.9M | $64.9M | ||
| Q1 25 | $157.7M | $14.0M | ||
| Q4 24 | $371.3M | $29.0M | ||
| Q3 24 | $112.4M | $60.9M | ||
| Q2 24 | $75.2M | $27.6M | ||
| Q1 24 | $146.9M | $2.0M |
| Q4 25 | 51.2% | 21.7% | ||
| Q3 25 | 13.4% | 34.1% | ||
| Q2 25 | 18.0% | 21.9% | ||
| Q1 25 | 56.9% | 5.3% | ||
| Q4 24 | 125.0% | 11.7% | ||
| Q3 24 | 40.2% | 20.4% | ||
| Q2 24 | 27.8% | 10.6% | ||
| Q1 24 | 55.6% | 0.8% |
| Q4 25 | 0.1% | 2.0% | ||
| Q3 25 | 0.0% | 4.2% | ||
| Q2 25 | 0.0% | 3.0% | ||
| Q1 25 | 0.1% | 3.8% | ||
| Q4 24 | 0.5% | 2.1% | ||
| Q3 24 | 0.1% | 3.8% | ||
| Q2 24 | 0.2% | 3.3% | ||
| Q1 24 | 0.0% | 3.4% |
| Q4 25 | 1.46× | 2.40× | ||
| Q3 25 | 0.60× | 0.50× | ||
| Q2 25 | 0.75× | 2.83× | ||
| Q1 25 | 2.58× | 0.78× | ||
| Q4 24 | 4.26× | 1.46× | ||
| Q3 24 | 1.54× | 2.10× | ||
| Q2 24 | 1.32× | 1.24× | ||
| Q1 24 | 2.47× | 0.45× |
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
ESE
| US Government | $98.0M | 34% |
| Utility Solutions Group | $87.5M | 30% |
| RF Shielding And Test | $58.3M | 20% |
| Commercial | $45.8M | 16% |
| Related Party | $1.3M | 0% |
