vs
Artisan Partners Asset Management Inc.（APAM）与Kosmos Energy Ltd.（KOS）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Kosmos Energy Ltd.的1.1倍（$335.5M vs $294.6M），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs -25.9%），过去两年Artisan Partners Asset Management Inc.的营收复合增速更高（12.7% vs -16.5%）
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。
科斯莫斯能源是一家美国上游石油企业，总部位于得克萨斯州达拉斯。公司目前在加纳、赤道几内亚近海以及墨西哥湾开展油气生产与开发业务，在毛里塔尼亚、塞内加尔近海拥有开发项目，还在纳米比亚、圣多美和普林西比、苏里南近海持有勘探许可。
APAM vs KOS — 直观对比
营收规模更大
APAM
是对方的1.1倍
$294.6M
营收增速更快
APAM
高出38.8%
-25.9%
两年增速更快
APAM
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $294.6M |
| 净利润 | $118.1M | — |
| 毛利率 | — | — |
| 营业利润率 | 39.2% | -125.7% |
| 净利率 | 35.2% | — |
| 营收同比 | 12.9% | -25.9% |
| 净利润同比 | 34.9% | — |
| 每股收益（稀释后） | $1.36 | $-0.80 |
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APAMKOS
| Q4 25 | $335.5M | $294.6M | ||
| Q3 25 | $301.3M | $311.0M | ||
| Q2 25 | $282.7M | $392.6M | ||
| Q1 25 | $277.1M | $290.1M | ||
| Q4 24 | $297.1M | $397.6M | ||
| Q3 24 | $279.6M | $407.8M | ||
| Q2 24 | $270.8M | $447.8M | ||
| Q1 24 | $264.4M | $422.3M |
净利润APAMKOS
| Q4 25 | $118.1M | — | ||
| Q3 25 | $66.8M | $-124.3M | ||
| Q2 25 | $67.6M | $-87.7M | ||
| Q1 25 | $61.1M | $-110.6M | ||
| Q4 24 | $87.5M | — | ||
| Q3 24 | $73.0M | $45.0M | ||
| Q2 24 | $57.6M | $59.8M | ||
| Q1 24 | $59.5M | $91.7M |
营业利润率APAMKOS
| Q4 25 | 39.2% | -125.7% | ||
| Q3 25 | 33.8% | -34.2% | ||
| Q2 25 | 28.2% | -16.2% | ||
| Q1 25 | 31.2% | -32.4% | ||
| Q4 24 | 36.7% | -8.5% | ||
| Q3 24 | 33.3% | 26.1% | ||
| Q2 24 | 32.0% | 30.2% | ||
| Q1 24 | 29.4% | 33.6% |
净利率APAMKOS
| Q4 25 | 35.2% | — | ||
| Q3 25 | 22.2% | -40.0% | ||
| Q2 25 | 23.9% | -22.3% | ||
| Q1 25 | 22.1% | -38.1% | ||
| Q4 24 | 29.5% | — | ||
| Q3 24 | 26.1% | 11.0% | ||
| Q2 24 | 21.3% | 13.3% | ||
| Q1 24 | 22.5% | 21.7% |
每股收益（稀释后）APAMKOS
| Q4 25 | $1.36 | $-0.80 | ||
| Q3 25 | $0.93 | $-0.26 | ||
| Q2 25 | $0.94 | $-0.18 | ||
| Q1 25 | $0.82 | $-0.23 | ||
| Q4 24 | $0.99 | $0.00 | ||
| Q3 24 | $1.03 | $0.09 | ||
| Q2 24 | $0.80 | $0.12 | ||
| Q1 24 | $0.84 | $0.19 |
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 | — | $91.5M |
| 总债务越低越好 | $190.0M | $3.1B |
| 股东权益账面价值 | $438.8M | $528.6M |
| 总资产 | $1.6B | $4.7B |
| 负债/权益比越低杠杆越低 | 0.43× | 5.78× |
8季度趋势，按日历期对齐
现金及短期投资APAMKOS
| Q4 25 | — | $91.5M | ||
| Q3 25 | — | $64.0M | ||
| Q2 25 | — | $51.7M | ||
| Q1 25 | — | $49.8M | ||
| Q4 24 | — | $85.0M | ||
| Q3 24 | — | $51.6M | ||
| Q2 24 | — | $173.8M | ||
| Q1 24 | — | $254.3M |
总债务APAMKOS
| Q4 25 | $190.0M | $3.1B | ||
| Q3 25 | $190.0M | $3.0B | ||
| Q2 25 | $200.0M | $2.9B | ||
| Q1 25 | $200.0M | — | ||
| Q4 24 | $200.0M | $2.7B | ||
| Q3 24 | $200.0M | — | ||
| Q2 24 | $200.0M | — | ||
| Q1 24 | $200.0M | — |
股东权益APAMKOS
| Q4 25 | $438.8M | $528.6M | ||
| Q3 25 | $402.1M | $898.8M | ||
| Q2 25 | $381.8M | $1.0B | ||
| Q1 25 | $356.5M | $1.1B | ||
| Q4 24 | $388.9M | $1.2B | ||
| Q3 24 | $372.1M | $1.2B | ||
| Q2 24 | $341.2M | $1.1B | ||
| Q1 24 | $320.3M | $1.1B |
总资产APAMKOS
| Q4 25 | $1.6B | $4.7B | ||
| Q3 25 | $1.6B | $5.1B | ||
| Q2 25 | $1.4B | $5.2B | ||
| Q1 25 | $1.4B | $5.3B | ||
| Q4 24 | $1.6B | $5.3B | ||
| Q3 24 | $1.6B | $5.5B | ||
| Q2 24 | $1.5B | $5.4B | ||
| Q1 24 | $1.5B | $5.4B |
负债/权益比APAMKOS
| Q4 25 | 0.43× | 5.78× | ||
| Q3 25 | 0.47× | 3.31× | ||
| Q2 25 | 0.52× | 2.80× | ||
| Q1 25 | 0.56× | — | ||
| Q4 24 | 0.51× | 2.29× | ||
| 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 | $35.3M |
| 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APAMKOS
| Q4 25 | $172.0M | $35.3M | ||
| Q3 25 | $40.4M | $-27.6M | ||
| Q2 25 | $50.9M | $127.2M | ||
| Q1 25 | $157.9M | $-888.0K | ||
| Q4 24 | $372.8M | $175.7M | ||
| Q3 24 | $112.8M | $6.3M | ||
| Q2 24 | $75.9M | $223.7M | ||
| Q1 24 | $147.0M | $272.6M |
自由现金流APAMKOS
| Q4 25 | $171.6M | — | ||
| Q3 25 | $40.4M | — | ||
| Q2 25 | $50.9M | — | ||
| Q1 25 | $157.7M | — | ||
| Q4 24 | $371.3M | — | ||
| Q3 24 | $112.4M | — | ||
| Q2 24 | $75.2M | — | ||
| Q1 24 | $146.9M | — |
自由现金流率APAMKOS
| Q4 25 | 51.2% | — | ||
| Q3 25 | 13.4% | — | ||
| Q2 25 | 18.0% | — | ||
| Q1 25 | 56.9% | — | ||
| Q4 24 | 125.0% | — | ||
| Q3 24 | 40.2% | — | ||
| Q2 24 | 27.8% | — | ||
| Q1 24 | 55.6% | — |
资本支出强度APAMKOS
| Q4 25 | 0.1% | — | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 0.0% | — | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | 0.1% | — | ||
| Q2 24 | 0.2% | — | ||
| Q1 24 | 0.0% | — |
现金转化率APAMKOS
| Q4 25 | 1.46× | — | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 0.75× | — | ||
| Q1 25 | 2.58× | — | ||
| Q4 24 | 4.26× | — | ||
| Q3 24 | 1.54× | 0.14× | ||
| Q2 24 | 1.32× | 3.74× | ||
| Q1 24 | 2.47× | 2.97× |
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
KOS
| Ghana Segment | $134.6M | 46% |
| Gulf Of America | $80.7M | 27% |
| Mauritania And Senegal | $54.9M | 19% |
| Equatorial Guinea Segment | $24.3M | 8% |
