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Artisan Partners Asset Management Inc.（APAM）与Kodiak Gas Services, Inc.（KGS）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Kodiak Gas Services, Inc.的1.0倍（$335.5M vs $332.9M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 7.4%，领先27.8%），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs 7.5%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $142.0M），过去两年Kodiak Gas Services, Inc.的营收复合增速更高（24.3% vs 12.7%）
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。
Kodiak Gas Services是北美知名的天然气压缩服务供应商，主要服务油气行业上下游客户，提供定制化压缩设备、运维及运营支持，帮助客户优化陆上天然气收集、处理与运输全流程的运营效率。
APAM vs KGS — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $332.9M |
| 净利润 | $118.1M | $24.6M |
| 毛利率 | — | — |
| 营业利润率 | 39.2% | 26.1% |
| 净利率 | 35.2% | 7.4% |
| 营收同比 | 12.9% | 7.5% |
| 净利润同比 | 34.9% | 29.0% |
| 每股收益（稀释后） | $1.36 | $0.30 |
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 | $332.9M | ||
| Q3 25 | $301.3M | $322.7M | ||
| Q2 25 | $282.7M | $322.8M | ||
| Q1 25 | $277.1M | $329.6M | ||
| Q4 24 | $297.1M | $309.5M | ||
| Q3 24 | $279.6M | $324.6M | ||
| Q2 24 | $270.8M | $309.7M | ||
| Q1 24 | $264.4M | $215.5M |
| Q4 25 | $118.1M | $24.6M | ||
| Q3 25 | $66.8M | $-14.0M | ||
| Q2 25 | $67.6M | $39.5M | ||
| Q1 25 | $61.1M | $30.4M | ||
| Q4 24 | $87.5M | $19.1M | ||
| Q3 24 | $73.0M | $-5.6M | ||
| Q2 24 | $57.6M | $6.2M | ||
| Q1 24 | $59.5M | $30.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 37.5% | ||
| Q2 24 | — | 36.5% | ||
| Q1 24 | — | 39.4% |
| Q4 25 | 39.2% | 26.1% | ||
| Q3 25 | 33.8% | 19.9% | ||
| Q2 25 | 28.2% | 30.9% | ||
| Q1 25 | 31.2% | 27.1% | ||
| Q4 24 | 36.7% | 22.3% | ||
| Q3 24 | 33.3% | 20.4% | ||
| Q2 24 | 32.0% | 17.5% | ||
| Q1 24 | 29.4% | 27.9% |
| Q4 25 | 35.2% | 7.4% | ||
| Q3 25 | 22.2% | -4.3% | ||
| Q2 25 | 23.9% | 12.2% | ||
| Q1 25 | 22.1% | 9.2% | ||
| Q4 24 | 29.5% | 6.2% | ||
| Q3 24 | 26.1% | -1.7% | ||
| Q2 24 | 21.3% | 2.0% | ||
| Q1 24 | 22.5% | 14.0% |
| Q4 25 | $1.36 | $0.30 | ||
| Q3 25 | $0.93 | $-0.17 | ||
| Q2 25 | $0.94 | $0.43 | ||
| Q1 25 | $0.82 | $0.33 | ||
| Q4 24 | $0.99 | $0.18 | ||
| Q3 24 | $1.03 | $-0.07 | ||
| Q2 24 | $0.80 | $0.06 | ||
| Q1 24 | $0.84 | $0.39 |
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 | — | $3.2M |
| 总债务越低越好 | $190.0M | $2.6B |
| 股东权益账面价值 | $438.8M | $1.2B |
| 总资产 | $1.6B | $4.3B |
| 负债/权益比越低杠杆越低 | 0.43× | 2.12× |
8季度趋势，按日历期对齐
| Q4 25 | — | $3.2M | ||
| Q3 25 | — | $724.0K | ||
| Q2 25 | — | $5.4M | ||
| Q1 25 | — | $1.9M | ||
| Q4 24 | — | $4.8M | ||
| Q3 24 | — | $7.4M | ||
| Q2 24 | — | $3.9M | ||
| Q1 24 | — | $9.3M |
| Q4 25 | $190.0M | $2.6B | ||
| Q3 25 | $190.0M | $2.6B | ||
| Q2 25 | $200.0M | $2.5B | ||
| Q1 25 | $200.0M | $2.6B | ||
| Q4 24 | $200.0M | $2.6B | ||
| Q3 24 | $200.0M | $2.6B | ||
| Q2 24 | $200.0M | $2.5B | ||
| Q1 24 | $200.0M | — |
| Q4 25 | $438.8M | $1.2B | ||
| Q3 25 | $402.1M | $1.3B | ||
| Q2 25 | $381.8M | $1.3B | ||
| Q1 25 | $356.5M | $1.4B | ||
| Q4 24 | $388.9M | $1.4B | ||
| Q3 24 | $372.1M | $1.4B | ||
| Q2 24 | $341.2M | $1.5B | ||
| Q1 24 | $320.3M | $1.1B |
| Q4 25 | $1.6B | $4.3B | ||
| Q3 25 | $1.6B | $4.4B | ||
| Q2 25 | $1.4B | $4.4B | ||
| Q1 25 | $1.4B | $4.4B | ||
| Q4 24 | $1.6B | $4.4B | ||
| Q3 24 | $1.6B | $4.5B | ||
| Q2 24 | $1.5B | $4.4B | ||
| Q1 24 | $1.5B | $3.3B |
| Q4 25 | 0.43× | 2.12× | ||
| Q3 25 | 0.47× | 2.08× | ||
| Q2 25 | 0.52× | 1.89× | ||
| Q1 25 | 0.56× | 1.91× | ||
| Q4 24 | 0.51× | 1.88× | ||
| Q3 24 | 0.54× | 1.86× | ||
| Q2 24 | 0.59× | 1.71× | ||
| 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 | $194.9M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $142.0M |
| 自由现金流率自由现金流/营收 | 51.2% | 42.7% |
| 资本支出强度资本支出/营收 | 0.1% | 15.9% |
| 现金转化率经营现金流/净利润 | 1.46× | 7.91× |
| 过去12个月自由现金流最近4个季度 | $420.6M | $284.3M |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | $194.9M | ||
| Q3 25 | $40.4M | $113.4M | ||
| Q2 25 | $50.9M | $177.2M | ||
| Q1 25 | $157.9M | $114.3M | ||
| Q4 24 | $372.8M | $118.5M | ||
| Q3 24 | $112.8M | $36.9M | ||
| Q2 24 | $75.9M | $121.1M | ||
| Q1 24 | $147.0M | $51.5M |
| Q4 25 | $171.6M | $142.0M | ||
| Q3 25 | $40.4M | $10.9M | ||
| Q2 25 | $50.9M | $94.6M | ||
| Q1 25 | $157.7M | $36.8M | ||
| Q4 24 | $371.3M | $45.2M | ||
| Q3 24 | $112.4M | $-49.7M | ||
| Q2 24 | $75.2M | $4.0M | ||
| Q1 24 | $146.9M | $-8.6M |
| Q4 25 | 51.2% | 42.7% | ||
| Q3 25 | 13.4% | 3.4% | ||
| Q2 25 | 18.0% | 29.3% | ||
| Q1 25 | 56.9% | 11.2% | ||
| Q4 24 | 125.0% | 14.6% | ||
| Q3 24 | 40.2% | -15.3% | ||
| Q2 24 | 27.8% | 1.3% | ||
| Q1 24 | 55.6% | -4.0% |
| Q4 25 | 0.1% | 15.9% | ||
| Q3 25 | 0.0% | 31.7% | ||
| Q2 25 | 0.0% | 25.6% | ||
| Q1 25 | 0.1% | 23.5% | ||
| Q4 24 | 0.5% | 23.7% | ||
| Q3 24 | 0.1% | 26.7% | ||
| Q2 24 | 0.2% | 37.8% | ||
| Q1 24 | 0.0% | 27.9% |
| Q4 25 | 1.46× | 7.91× | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 0.75× | 4.49× | ||
| Q1 25 | 2.58× | 3.76× | ||
| Q4 24 | 4.26× | 6.21× | ||
| Q3 24 | 1.54× | — | ||
| Q2 24 | 1.32× | 19.44× | ||
| Q1 24 | 2.47× | 1.70× |
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
KGS
| Other Services | $126.8M | 38% |
| Other | $112.2M | 34% |
| Transferred At Point In Time | $93.8M | 28% |
