vs
Artisan Partners Asset Management Inc.（APAM）与艺达思集团（IEX）财务数据对比。点击上方公司名可切换其他公司
艺达思集团的季度营收约是Artisan Partners Asset Management Inc.的1.2倍（$398.4M vs $335.5M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 30.1%，领先5.1%），艺达思集团同比增速更快（16.7% vs 12.9%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $86.0M），过去两年Artisan Partners Asset Management Inc.的营收复合增速更高（12.7% vs -29.4%）
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。
艺达思集团是一家公开上市的工业制造企业，专注于流体系统与特种工程产品的研发和生产，产品广泛应用于工业制造、生命科学、食品安全等多个领域，可为全球各行业客户提供高性能定制化解决方案。
APAM vs IEX — 直观对比
营收规模更大
IEX
是对方的1.2倍
$335.5M
营收增速更快
IEX
高出3.7%
12.9%
净利率更高
APAM
高出5.1%
30.1%
自由现金流更多
APAM
多$85.6M
$86.0M
两年增速更快
APAM
近两年复合增速
-29.4%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $398.4M |
| 净利润 | $118.1M | $120.0M |
| 毛利率 | — | 99.9% |
| 营业利润率 | 39.2% | 43.3% |
| 净利率 | 35.2% | 30.1% |
| 营收同比 | 12.9% | 16.7% |
| 净利润同比 | 34.9% | 25.7% |
| 每股收益（稀释后） | $1.36 | $1.61 |
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APAMIEX
| Q2 26 | — | $398.4M | ||
| Q1 26 | — | $407.7M | ||
| Q4 25 | $335.5M | $899.1M | ||
| Q3 25 | $301.3M | $878.7M | ||
| Q2 25 | $282.7M | $865.4M | ||
| Q1 25 | $277.1M | $814.3M | ||
| Q4 24 | $297.1M | $862.9M | ||
| Q3 24 | $279.6M | $798.2M |
净利润APAMIEX
| Q2 26 | — | $120.0M | ||
| Q1 26 | — | $128.3M | ||
| Q4 25 | $118.1M | $128.3M | ||
| Q3 25 | $66.8M | $127.8M | ||
| Q2 25 | $67.6M | $131.6M | ||
| Q1 25 | $61.1M | $95.5M | ||
| Q4 24 | $87.5M | $123.2M | ||
| Q3 24 | $73.0M | $119.1M |
毛利率APAMIEX
| Q2 26 | — | 99.9% | ||
| Q1 26 | — | 94.9% | ||
| Q4 25 | — | 43.1% | ||
| Q3 25 | — | 44.5% | ||
| Q2 25 | — | 45.3% | ||
| Q1 25 | — | 45.3% | ||
| Q4 24 | — | 42.5% | ||
| Q3 24 | — | 44.3% |
营业利润率APAMIEX
| Q2 26 | — | 43.3% | ||
| Q1 26 | — | 45.0% | ||
| Q4 25 | 39.2% | 20.4% | ||
| Q3 25 | 33.8% | 21.1% | ||
| Q2 25 | 28.2% | 21.7% | ||
| Q1 25 | 31.2% | 17.4% | ||
| Q4 24 | 36.7% | 19.2% | ||
| Q3 24 | 33.3% | 21.0% |
净利率APAMIEX
| Q2 26 | — | 30.1% | ||
| Q1 26 | — | 31.5% | ||
| Q4 25 | 35.2% | 14.3% | ||
| Q3 25 | 22.2% | 14.5% | ||
| Q2 25 | 23.9% | 15.2% | ||
| Q1 25 | 22.1% | 11.7% | ||
| Q4 24 | 29.5% | 14.3% | ||
| Q3 24 | 26.1% | 14.9% |
每股收益（稀释后）APAMIEX
| Q2 26 | — | $1.61 | ||
| Q1 26 | — | $1.71 | ||
| Q4 25 | $1.36 | $1.71 | ||
| Q3 25 | $0.93 | $1.70 | ||
| Q2 25 | $0.94 | $1.74 | ||
| Q1 25 | $0.82 | $1.26 | ||
| Q4 24 | $0.99 | $1.61 | ||
| Q3 24 | $1.03 | $1.57 |
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 | — | $586.2M |
| 总债务越低越好 | $190.0M | — |
| 股东权益账面价值 | $438.8M | $4.0B |
| 总资产 | $1.6B | $6.9B |
| 负债/权益比越低杠杆越低 | 0.43× | — |
8季度趋势，按日历期对齐
现金及短期投资APAMIEX
| Q2 26 | — | $586.2M | ||
| Q1 26 | — | $580.0M | ||
| Q4 25 | — | $580.0M | ||
| Q3 25 | — | $593.8M | ||
| Q2 25 | — | $568.2M | ||
| Q1 25 | — | $594.1M | ||
| Q4 24 | — | $620.8M | ||
| Q3 24 | — | $633.2M |
总债务APAMIEX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $190.0M | $1.8B | ||
| Q3 25 | $190.0M | $1.9B | ||
| Q2 25 | $200.0M | $1.9B | ||
| Q1 25 | $200.0M | $2.0B | ||
| Q4 24 | $200.0M | $2.0B | ||
| Q3 24 | $200.0M | $2.1B |
股东权益APAMIEX
| Q2 26 | — | $4.0B | ||
| Q1 26 | — | $4.0B | ||
| Q4 25 | $438.8M | $4.0B | ||
| Q3 25 | $402.1M | $4.0B | ||
| Q2 25 | $381.8M | $4.0B | ||
| Q1 25 | $356.5M | $3.9B | ||
| Q4 24 | $388.9M | $3.8B | ||
| Q3 24 | $372.1M | $3.8B |
总资产APAMIEX
| Q2 26 | — | $6.9B | ||
| Q1 26 | — | $6.9B | ||
| Q4 25 | $1.6B | $6.9B | ||
| Q3 25 | $1.6B | $7.0B | ||
| Q2 25 | $1.4B | $6.9B | ||
| Q1 25 | $1.4B | $6.8B | ||
| Q4 24 | $1.6B | $6.7B | ||
| Q3 24 | $1.6B | $7.0B |
负债/权益比APAMIEX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.43× | 0.45× | ||
| Q3 25 | 0.47× | 0.48× | ||
| Q2 25 | 0.52× | 0.46× | ||
| Q1 25 | 0.56× | 0.50× | ||
| Q4 24 | 0.51× | 0.52× | ||
| Q3 24 | 0.54× | 0.55× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $86.0M |
| 自由现金流率自由现金流/营收 | 51.2% | 21.6% |
| 资本支出强度资本支出/营收 | 0.1% | 4.4% |
| 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 | $654.3M |
8季度趋势，按日历期对齐
经营现金流APAMIEX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $172.0M | $209.5M | ||
| Q3 25 | $40.4M | $203.5M | ||
| Q2 25 | $50.9M | $161.7M | ||
| Q1 25 | $157.9M | $105.7M | ||
| Q4 24 | $372.8M | $172.6M | ||
| Q3 24 | $112.8M | $205.3M |
自由现金流APAMIEX
| Q2 26 | — | $86.0M | ||
| Q1 26 | — | $189.8M | ||
| Q4 25 | $171.6M | $189.8M | ||
| Q3 25 | $40.4M | $188.7M | ||
| Q2 25 | $50.9M | $146.9M | ||
| Q1 25 | $157.7M | $91.4M | ||
| Q4 24 | $371.3M | $157.1M | ||
| Q3 24 | $112.4M | $191.6M |
自由现金流率APAMIEX
| Q2 26 | — | 21.6% | ||
| Q1 26 | — | 46.6% | ||
| Q4 25 | 51.2% | 21.1% | ||
| Q3 25 | 13.4% | 21.5% | ||
| Q2 25 | 18.0% | 17.0% | ||
| Q1 25 | 56.9% | 11.2% | ||
| Q4 24 | 125.0% | 18.2% | ||
| Q3 24 | 40.2% | 24.0% |
资本支出强度APAMIEX
| Q2 26 | — | 4.4% | ||
| Q1 26 | — | 15.6% | ||
| Q4 25 | 0.1% | 2.2% | ||
| Q3 25 | 0.0% | 1.7% | ||
| Q2 25 | 0.0% | 1.7% | ||
| Q1 25 | 0.1% | 1.8% | ||
| Q4 24 | 0.5% | 1.8% | ||
| Q3 24 | 0.1% | 1.7% |
现金转化率APAMIEX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.46× | 1.63× | ||
| Q3 25 | 0.60× | 1.59× | ||
| Q2 25 | 0.75× | 1.23× | ||
| Q1 25 | 2.58× | 1.11× | ||
| Q4 24 | 4.26× | 1.40× | ||
| Q3 24 | 1.54× | 1.72× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
