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Artisan Partners Asset Management Inc.（APAM）与HAVERTY FURNITURE COMPANIES INC（HVT）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HAVERTY FURNITURE COMPANIES INC的1.7倍（$335.5M vs $201.9M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 4.2%，领先31.0%），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs 9.5%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $3.0M），过去两年Artisan Partners Asset Management Inc.的营收复合增速更高（12.7% vs 4.8%）
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。
该企业原名为国际鞋业公司，1911年由两家鞋企合并成立于美国密苏里州克莱顿，后开展多元化业务并逐步退出制鞋领域，最终更名为家具品牌国际，是美国家居行业知名企业，曾拥有布罗伊希尔等多个知名家具品牌。
APAM vs HVT — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $201.9M |
| 净利润 | $118.1M | $8.5M |
| 毛利率 | — | 60.4% |
| 营业利润率 | 39.2% | 5.3% |
| 净利率 | 35.2% | 4.2% |
| 营收同比 | 12.9% | 9.5% |
| 净利润同比 | 34.9% | 4.1% |
| 每股收益（稀释后） | $1.36 | — |
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 | $201.9M | ||
| Q3 25 | $301.3M | $194.5M | ||
| Q2 25 | $282.7M | $181.0M | ||
| Q1 25 | $277.1M | $181.6M | ||
| Q4 24 | $297.1M | $184.4M | ||
| Q3 24 | $279.6M | $175.9M | ||
| Q2 24 | $270.8M | $178.6M | ||
| Q1 24 | $264.4M | $184.0M |
| Q4 25 | $118.1M | $8.5M | ||
| Q3 25 | $66.8M | $4.7M | ||
| Q2 25 | $67.6M | $2.7M | ||
| Q1 25 | $61.1M | $3.8M | ||
| Q4 24 | $87.5M | $8.2M | ||
| Q3 24 | $73.0M | $4.9M | ||
| Q2 24 | $57.6M | $4.4M | ||
| Q1 24 | $59.5M | $2.4M |
| Q4 25 | — | 60.4% | ||
| Q3 25 | — | 60.3% | ||
| Q2 25 | — | 60.8% | ||
| Q1 25 | — | 61.2% | ||
| Q4 24 | — | 61.9% | ||
| Q3 24 | — | 60.2% | ||
| Q2 24 | — | 60.4% | ||
| Q1 24 | — | 60.3% |
| Q4 25 | 39.2% | 5.3% | ||
| Q3 25 | 33.8% | 3.3% | ||
| Q2 25 | 28.2% | 2.4% | ||
| Q1 25 | 31.2% | 2.9% | ||
| Q4 24 | 36.7% | 5.2% | ||
| Q3 24 | 33.3% | 3.9% | ||
| Q2 24 | 32.0% | 3.6% | ||
| Q1 24 | 29.4% | 1.7% |
| Q4 25 | 35.2% | 4.2% | ||
| Q3 25 | 22.2% | 2.4% | ||
| Q2 25 | 23.9% | 1.5% | ||
| Q1 25 | 22.1% | 2.1% | ||
| Q4 24 | 29.5% | 4.4% | ||
| Q3 24 | 26.1% | 2.8% | ||
| Q2 24 | 21.3% | 2.5% | ||
| Q1 24 | 22.5% | 1.3% |
| Q4 25 | $1.36 | — | ||
| Q3 25 | $0.93 | — | ||
| Q2 25 | $0.94 | — | ||
| Q1 25 | $0.82 | — | ||
| Q4 24 | $0.99 | — | ||
| Q3 24 | $1.03 | — | ||
| Q2 24 | $0.80 | — | ||
| Q1 24 | $0.84 | — |
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 | — | $125.3M |
| 总债务越低越好 | $190.0M | — |
| 股东权益账面价值 | $438.8M | $307.9M |
| 总资产 | $1.6B | $649.1M |
| 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 | — | $125.3M | ||
| Q3 25 | — | $130.5M | ||
| Q2 25 | — | $107.4M | ||
| Q1 25 | — | $111.9M | ||
| Q4 24 | — | $120.0M | ||
| Q3 24 | — | $121.2M | ||
| Q2 24 | — | $109.9M | ||
| Q1 24 | — | $111.8M |
| Q4 25 | $190.0M | — | ||
| Q3 25 | $190.0M | — | ||
| Q2 25 | $200.0M | — | ||
| Q1 25 | $200.0M | — | ||
| Q4 24 | $200.0M | — | ||
| Q3 24 | $200.0M | — | ||
| Q2 24 | $200.0M | — | ||
| Q1 24 | $200.0M | — |
| Q4 25 | $438.8M | $307.9M | ||
| Q3 25 | $402.1M | $306.0M | ||
| Q2 25 | $381.8M | $304.9M | ||
| Q1 25 | $356.5M | $305.4M | ||
| Q4 24 | $388.9M | $307.6M | ||
| Q3 24 | $372.1M | $307.8M | ||
| Q2 24 | $341.2M | $307.1M | ||
| Q1 24 | $320.3M | $306.7M |
| Q4 25 | $1.6B | $649.1M | ||
| Q3 25 | $1.6B | $651.7M | ||
| Q2 25 | $1.4B | $642.7M | ||
| Q1 25 | $1.4B | $642.7M | ||
| Q4 24 | $1.6B | $648.7M | ||
| Q3 24 | $1.6B | $659.3M | ||
| Q2 24 | $1.5B | $642.1M | ||
| Q1 24 | $1.5B | $640.5M |
| 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 | $7.4M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $3.0M |
| 自由现金流率自由现金流/营收 | 51.2% | 1.5% |
| 资本支出强度资本支出/营收 | 0.1% | 2.2% |
| 现金转化率经营现金流/净利润 | 1.46× | 0.86× |
| 过去12个月自由现金流最近4个季度 | $420.6M | $33.0M |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | $7.4M | ||
| Q3 25 | $40.4M | $31.9M | ||
| Q2 25 | $50.9M | $7.2M | ||
| Q1 25 | $157.9M | $6.2M | ||
| Q4 24 | $372.8M | $16.9M | ||
| Q3 24 | $112.8M | $24.4M | ||
| Q2 24 | $75.9M | $14.4M | ||
| Q1 24 | $147.0M | $3.1M |
| Q4 25 | $171.6M | $3.0M | ||
| Q3 25 | $40.4M | $28.3M | ||
| Q2 25 | $50.9M | $1.6M | ||
| Q1 25 | $157.7M | $27.0K | ||
| Q4 24 | $371.3M | $9.1M | ||
| Q3 24 | $112.4M | $16.1M | ||
| Q2 24 | $75.2M | $4.9M | ||
| Q1 24 | $146.9M | $-3.3M |
| Q4 25 | 51.2% | 1.5% | ||
| Q3 25 | 13.4% | 14.6% | ||
| Q2 25 | 18.0% | 0.9% | ||
| Q1 25 | 56.9% | 0.0% | ||
| Q4 24 | 125.0% | 4.9% | ||
| Q3 24 | 40.2% | 9.2% | ||
| Q2 24 | 27.8% | 2.7% | ||
| Q1 24 | 55.6% | -1.8% |
| Q4 25 | 0.1% | 2.2% | ||
| Q3 25 | 0.0% | 1.8% | ||
| Q2 25 | 0.0% | 3.1% | ||
| Q1 25 | 0.1% | 3.4% | ||
| Q4 24 | 0.5% | 4.2% | ||
| Q3 24 | 0.1% | 4.7% | ||
| Q2 24 | 0.2% | 5.3% | ||
| Q1 24 | 0.0% | 3.5% |
| Q4 25 | 1.46× | 0.86× | ||
| Q3 25 | 0.60× | 6.75× | ||
| Q2 25 | 0.75× | 2.69× | ||
| Q1 25 | 2.58× | 1.63× | ||
| Q4 24 | 4.26× | 2.06× | ||
| Q3 24 | 1.54× | 4.96× | ||
| Q2 24 | 1.32× | 3.25× | ||
| Q1 24 | 2.47× | 1.31× |
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
HVT
| Upholstery | $91.0M | 45% |
| Bedroom Furniture | $29.2M | 14% |
| Accessories And Other | $28.4M | 14% |
| Dining Room Furniture | $22.8M | 11% |
| Mattresses | $16.1M | 8% |
| Occasional | $14.4M | 7% |
