vs
Artisan Partners Asset Management Inc.（APAM）与KADANT INC（KAI）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KADANT INC的1.2倍（$335.5M vs $271.6M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 10.2%，领先25.0%），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs -0.0%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $44.1M），过去两年Artisan Partners Asset Management Inc.的营收复合增速更高（12.7% vs 6.7%）
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。
Kadant Inc.创立于1991年，最初是Thermo Electron的子公司，部分股权私有、部分公开交易，2001年完成完全分拆并启用现名。公司服务于造纸、废纸回收、木材加工、物料搬运等多个加工领域，是业务覆盖亚洲、欧洲、北美、南美的跨国企业。
APAM vs KAI — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $271.6M |
| 净利润 | $118.1M | $27.7M |
| 毛利率 | — | 45.2% |
| 营业利润率 | 39.2% | 15.7% |
| 净利率 | 35.2% | 10.2% |
| 营收同比 | 12.9% | -0.0% |
| 净利润同比 | 34.9% | -12.2% |
| 每股收益（稀释后） | $1.36 | $2.35 |
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 | — | ||
| Q3 25 | $301.3M | $271.6M | ||
| Q2 25 | $282.7M | $255.3M | ||
| Q1 25 | $277.1M | $239.2M | ||
| Q4 24 | $297.1M | $258.0M | ||
| Q3 24 | $279.6M | $271.6M | ||
| Q2 24 | $270.8M | $274.8M | ||
| Q1 24 | $264.4M | $249.0M |
| Q4 25 | $118.1M | — | ||
| Q3 25 | $66.8M | $27.7M | ||
| Q2 25 | $67.6M | $26.2M | ||
| Q1 25 | $61.1M | $24.1M | ||
| Q4 24 | $87.5M | $24.0M | ||
| Q3 24 | $73.0M | $31.6M | ||
| Q2 24 | $57.6M | $31.3M | ||
| Q1 24 | $59.5M | $24.7M |
| Q4 25 | — | — | ||
| Q3 25 | — | 45.2% | ||
| Q2 25 | — | 45.9% | ||
| Q1 25 | — | 46.1% | ||
| Q4 24 | — | 43.4% | ||
| Q3 24 | — | 44.7% | ||
| Q2 24 | — | 44.4% | ||
| Q1 24 | — | 44.6% |
| Q4 25 | 39.2% | — | ||
| Q3 25 | 33.8% | 15.7% | ||
| Q2 25 | 28.2% | 15.4% | ||
| Q1 25 | 31.2% | 14.9% | ||
| Q4 24 | 36.7% | 14.3% | ||
| Q3 24 | 33.3% | 18.0% | ||
| Q2 24 | 32.0% | 17.6% | ||
| Q1 24 | 29.4% | 14.8% |
| Q4 25 | 35.2% | — | ||
| Q3 25 | 22.2% | 10.2% | ||
| Q2 25 | 23.9% | 10.2% | ||
| Q1 25 | 22.1% | 10.1% | ||
| Q4 24 | 29.5% | 9.3% | ||
| Q3 24 | 26.1% | 11.6% | ||
| Q2 24 | 21.3% | 11.4% | ||
| Q1 24 | 22.5% | 9.9% |
| Q4 25 | $1.36 | — | ||
| Q3 25 | $0.93 | $2.35 | ||
| Q2 25 | $0.94 | $2.22 | ||
| Q1 25 | $0.82 | $2.04 | ||
| Q4 24 | $0.99 | $2.04 | ||
| Q3 24 | $1.03 | $2.68 | ||
| Q2 24 | $0.80 | $2.66 | ||
| Q1 24 | $0.84 | $2.10 |
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 | — | $124.5M |
| 总债务越低越好 | $190.0M | $254.6M |
| 股东权益账面价值 | $438.8M | $949.8M |
| 总资产 | $1.6B | $1.5B |
| 负债/权益比越低杠杆越低 | 0.43× | 0.27× |
8季度趋势，按日历期对齐
| Q4 25 | — | — | ||
| Q3 25 | — | $124.5M | ||
| Q2 25 | — | $95.3M | ||
| Q1 25 | — | $91.7M | ||
| Q4 24 | — | $94.7M | ||
| Q3 24 | — | $88.4M | ||
| Q2 24 | — | $73.8M | ||
| Q1 24 | — | $81.4M |
| Q4 25 | $190.0M | — | ||
| Q3 25 | $190.0M | $254.6M | ||
| Q2 25 | $200.0M | $245.7M | ||
| Q1 25 | $200.0M | $273.5M | ||
| Q4 24 | $200.0M | $285.2M | ||
| Q3 24 | $200.0M | $323.2M | ||
| Q2 24 | $200.0M | $342.0M | ||
| Q1 24 | $200.0M | $306.8M |
| Q4 25 | $438.8M | — | ||
| Q3 25 | $402.1M | $949.8M | ||
| Q2 25 | $381.8M | $926.0M | ||
| Q1 25 | $356.5M | $876.0M | ||
| Q4 24 | $388.9M | $847.1M | ||
| Q3 24 | $372.1M | $851.7M | ||
| Q2 24 | $341.2M | $807.7M | ||
| Q1 24 | $320.3M | $782.7M |
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | $1.5B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.6B | $1.4B | ||
| Q3 24 | $1.6B | $1.5B | ||
| Q2 24 | $1.5B | $1.5B | ||
| Q1 24 | $1.5B | $1.4B |
| Q4 25 | 0.43× | — | ||
| Q3 25 | 0.47× | 0.27× | ||
| Q2 25 | 0.52× | 0.27× | ||
| Q1 25 | 0.56× | 0.31× | ||
| Q4 24 | 0.51× | 0.34× | ||
| Q3 24 | 0.54× | 0.38× | ||
| Q2 24 | 0.59× | 0.42× | ||
| Q1 24 | 0.62× | 0.39× |
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 | $47.3M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $44.1M |
| 自由现金流率自由现金流/营收 | 51.2% | 16.2% |
| 资本支出强度资本支出/营收 | 0.1% | 1.2% |
| 现金转化率经营现金流/净利润 | 1.46× | 1.70× |
| 过去12个月自由现金流最近4个季度 | $420.6M | $145.9M |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | — | ||
| Q3 25 | $40.4M | $47.3M | ||
| Q2 25 | $50.9M | $40.5M | ||
| Q1 25 | $157.9M | $22.8M | ||
| Q4 24 | $372.8M | $51.9M | ||
| Q3 24 | $112.8M | $52.5M | ||
| Q2 24 | $75.9M | $28.1M | ||
| Q1 24 | $147.0M | $22.8M |
| Q4 25 | $171.6M | — | ||
| Q3 25 | $40.4M | $44.1M | ||
| Q2 25 | $50.9M | $36.5M | ||
| Q1 25 | $157.7M | $19.0M | ||
| Q4 24 | $371.3M | $46.3M | ||
| Q3 24 | $112.4M | $48.3M | ||
| Q2 24 | $75.2M | $23.1M | ||
| Q1 24 | $146.9M | $16.6M |
| Q4 25 | 51.2% | — | ||
| Q3 25 | 13.4% | 16.2% | ||
| Q2 25 | 18.0% | 14.3% | ||
| Q1 25 | 56.9% | 7.9% | ||
| Q4 24 | 125.0% | 17.9% | ||
| Q3 24 | 40.2% | 17.8% | ||
| Q2 24 | 27.8% | 8.4% | ||
| Q1 24 | 55.6% | 6.7% |
| Q4 25 | 0.1% | — | ||
| Q3 25 | 0.0% | 1.2% | ||
| Q2 25 | 0.0% | 1.6% | ||
| Q1 25 | 0.1% | 1.6% | ||
| Q4 24 | 0.5% | 2.2% | ||
| Q3 24 | 0.1% | 1.5% | ||
| Q2 24 | 0.2% | 1.8% | ||
| Q1 24 | 0.0% | 2.5% |
| Q4 25 | 1.46× | — | ||
| Q3 25 | 0.60× | 1.70× | ||
| Q2 25 | 0.75× | 1.55× | ||
| Q1 25 | 2.58× | 0.95× | ||
| Q4 24 | 4.26× | 2.16× | ||
| Q3 24 | 1.54× | 1.66× | ||
| Q2 24 | 1.32× | 0.90× | ||
| Q1 24 | 2.47× | 0.92× |
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
KAI
| Flow Control | $94.8M | 35% |
| Capital | $83.2M | 31% |
| Material Handling Systems | $70.3M | 26% |
| Transferred Over Time | $17.1M | 6% |
| Other | $6.1M | 2% |
