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Artisan Partners Asset Management Inc.(APAM)与FOX FACTORY HOLDING CORP(FOXF)财务数据对比。点击上方公司名可切换其他公司
FOX FACTORY HOLDING CORP的季度营收约是Artisan Partners Asset Management Inc.的1.1倍($361.1M vs $335.5M),Artisan Partners Asset Management Inc.同比增速更快(12.9% vs 2.3%),过去两年Artisan Partners Asset Management Inc.的营收复合增速更高(12.7% vs 1.8%)
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。
福克斯工厂控股公司是一家美国企业,旗下最知名的产品为Fox Racing Shox品牌的越野赛车减震悬挂部件,该品牌在越野改装和赛车领域拥有较高知名度,深受越野运动爱好者与专业赛车队伍的认可。
APAM vs FOXF — 直观对比
营收规模更大
FOXF
是对方的1.1倍
$335.5M
营收增速更快
APAM
高出10.6%
2.3%
两年增速更快
APAM
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q4 FY2027
| 指标 | ||
|---|---|---|
| 营收 | $335.5M | $361.1M |
| 净利润 | $118.1M | — |
| 毛利率 | — | 28.3% |
| 营业利润率 | 39.2% | -13.0% |
| 净利率 | 35.2% | — |
| 营收同比 | 12.9% | 2.3% |
| 净利润同比 | 34.9% | — |
| 每股收益(稀释后) | $1.36 | $-6.86 |
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
营收
APAM
FOXF
| Q4 26 | — | $361.1M | ||
| Q1 26 | — | $368.7M | ||
| Q4 25 | $335.5M | $376.4M | ||
| Q3 25 | $301.3M | $374.9M | ||
| Q2 25 | $282.7M | $355.0M | ||
| Q1 25 | $277.1M | $352.8M | ||
| Q4 24 | $297.1M | — | ||
| Q3 24 | $279.6M | $359.1M |
净利润
APAM
FOXF
| Q4 26 | — | — | ||
| Q1 26 | — | $-15.0M | ||
| Q4 25 | $118.1M | $-634.0K | ||
| Q3 25 | $66.8M | $2.7M | ||
| Q2 25 | $67.6M | $-259.7M | ||
| Q1 25 | $61.1M | $-141.0K | ||
| Q4 24 | $87.5M | — | ||
| Q3 24 | $73.0M | $4.8M |
毛利率
APAM
FOXF
| Q4 26 | — | 28.3% | ||
| Q1 26 | — | 28.9% | ||
| Q4 25 | — | 30.4% | ||
| Q3 25 | — | 31.2% | ||
| Q2 25 | — | 30.9% | ||
| Q1 25 | — | 28.9% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 29.9% |
营业利润率
APAM
FOXF
| Q4 26 | — | -13.0% | ||
| Q1 26 | — | 72.8% | ||
| Q4 25 | 39.2% | 4.0% | ||
| Q3 25 | 33.8% | 4.9% | ||
| Q2 25 | 28.2% | -70.6% | ||
| Q1 25 | 31.2% | 3.2% | ||
| Q4 24 | 36.7% | — | ||
| Q3 24 | 33.3% | 5.2% |
净利率
APAM
FOXF
| Q4 26 | — | — | ||
| Q1 26 | — | -4.1% | ||
| Q4 25 | 35.2% | -0.2% | ||
| Q3 25 | 22.2% | 0.7% | ||
| Q2 25 | 23.9% | -73.1% | ||
| Q1 25 | 22.1% | -0.0% | ||
| Q4 24 | 29.5% | — | ||
| Q3 24 | 26.1% | 1.3% |
每股收益(稀释后)
APAM
FOXF
| Q4 26 | — | $-6.86 | ||
| Q1 26 | — | $-0.36 | ||
| Q4 25 | $1.36 | $-0.02 | ||
| Q3 25 | $0.93 | $0.07 | ||
| Q2 25 | $0.94 | $-6.23 | ||
| Q1 25 | $0.82 | $0.00 | ||
| Q4 24 | $0.99 | — | ||
| Q3 24 | $1.03 | $0.11 |
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 | — | $58.0M |
| 总债务越低越好 | $190.0M | $26.9M |
| 股东权益账面价值 | $438.8M | $670.2M |
| 总资产 | $1.6B | $1.7B |
| 负债/权益比越低杠杆越低 | 0.43× | 0.04× |
8季度趋势,按日历期对齐
现金及短期投资
APAM
FOXF
| Q4 26 | — | $58.0M | ||
| Q1 26 | — | $53.9M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $71.7M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — |
总债务
APAM
FOXF
| Q4 26 | — | $26.9M | ||
| Q1 26 | — | $26.9M | ||
| Q4 25 | $190.0M | $536.7M | ||
| Q3 25 | $190.0M | $541.8M | ||
| Q2 25 | $200.0M | $546.9M | ||
| Q1 25 | $200.0M | $552.1M | ||
| Q4 24 | $200.0M | — | ||
| Q3 24 | $200.0M | $558.4M |
股东权益
APAM
FOXF
| Q4 26 | — | $670.2M | ||
| Q1 26 | — | $658.8M | ||
| Q4 25 | $438.8M | $956.0M | ||
| Q3 25 | $402.1M | $958.7M | ||
| Q2 25 | $381.8M | $939.9M | ||
| Q1 25 | $356.5M | $1.2B | ||
| Q4 24 | $388.9M | — | ||
| Q3 24 | $372.1M | $1.2B |
总资产
APAM
FOXF
| Q4 26 | — | $1.7B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.6B | $2.0B | ||
| Q3 25 | $1.6B | $2.0B | ||
| Q2 25 | $1.4B | $1.9B | ||
| Q1 25 | $1.4B | $2.2B | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.6B | $2.3B |
负债/权益比
APAM
FOXF
| Q4 26 | — | 0.04× | ||
| Q1 26 | — | 0.04× | ||
| Q4 25 | 0.43× | 0.56× | ||
| Q3 25 | 0.47× | 0.57× | ||
| Q2 25 | 0.52× | 0.58× | ||
| Q1 25 | 0.56× | 0.46× | ||
| Q4 24 | 0.51× | — | ||
| Q3 24 | 0.54× | 0.47× |
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 | $60.9M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | — |
| 自由现金流率自由现金流/营收 | 51.2% | — |
| 资本支出强度资本支出/营收 | 0.1% | — |
| 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 | — |
8季度趋势,按日历期对齐
经营现金流
APAM
FOXF
| Q4 26 | — | $60.9M | ||
| Q1 26 | — | — | ||
| Q4 25 | $172.0M | $5.3M | ||
| Q3 25 | $40.4M | $36.8M | ||
| Q2 25 | $50.9M | $680.0K | ||
| Q1 25 | $157.9M | $81.7M | ||
| Q4 24 | $372.8M | — | ||
| Q3 24 | $112.8M | $14.1M |
自由现金流
APAM
FOXF
| Q4 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $171.6M | $-2.5M | ||
| Q3 25 | $40.4M | $24.6M | ||
| Q2 25 | $50.9M | $-6.5M | ||
| Q1 25 | $157.7M | $69.8M | ||
| Q4 24 | $371.3M | — | ||
| Q3 24 | $112.4M | $3.2M |
自由现金流率
APAM
FOXF
| Q4 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 51.2% | -0.7% | ||
| Q3 25 | 13.4% | 6.6% | ||
| Q2 25 | 18.0% | -1.8% | ||
| Q1 25 | 56.9% | 19.8% | ||
| Q4 24 | 125.0% | — | ||
| Q3 24 | 40.2% | 0.9% |
资本支出强度
APAM
FOXF
| Q4 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 2.1% | ||
| Q3 25 | 0.0% | 3.3% | ||
| Q2 25 | 0.0% | 2.0% | ||
| Q1 25 | 0.1% | 3.4% | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | 0.1% | 3.0% |
现金转化率
APAM
FOXF
| Q4 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.46× | — | ||
| Q3 25 | 0.60× | 13.41× | ||
| Q2 25 | 0.75× | — | ||
| Q1 25 | 2.58× | — | ||
| Q4 24 | 4.26× | — | ||
| Q3 24 | 1.54× | 2.94× |
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
FOXF
| Aftermarket Applications Group | $126.2M | 35% |
| Specialty Sports Group | $118.2M | 33% |
| Powered Vehicles Group | $116.7M | 32% |