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Artisan Partners Asset Management Inc.（APAM）与LANDS' END, INC.（LE）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LANDS' END, INC.的1.1倍（$335.5M vs $317.5M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 1.6%，领先33.6%），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs 0.1%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $-22.4M），过去两年Artisan Partners Asset Management Inc.的营收复合增速更高（12.7% vs -0.9%）
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。
Lands' End是1963年诞生于美国芝加哥的服饰零售品牌，最初以邮购游艇用品起家，目前业务拓展至服饰、箱包与家居用品领域。截至2024年2月，品牌在美国本土共开设26家门店，总部位于威斯康星州道奇维尔。品牌名源自地名兰兹角，因创立时印刷错了撇号位置又无力重印，错拼的名称便沿用至今。
APAM vs LE — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $317.5M |
| 净利润 | $118.1M | $5.2M |
| 毛利率 | — | 51.8% |
| 营业利润率 | 39.2% | 5.3% |
| 净利率 | 35.2% | 1.6% |
| 营收同比 | 12.9% | 0.1% |
| 净利润同比 | 34.9% | 198.3% |
| 每股收益（稀释后） | $1.36 | $0.17 |
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 | $317.5M | ||
| Q3 25 | $301.3M | — | ||
| Q2 25 | $282.7M | $261.2M | ||
| Q1 25 | $277.1M | — | ||
| Q4 24 | $297.1M | $318.6M | ||
| Q3 24 | $279.6M | $317.2M | ||
| Q2 24 | $270.8M | $285.5M | ||
| Q1 24 | $264.4M | $514.9M |
| Q4 25 | $118.1M | $5.2M | ||
| Q3 25 | $66.8M | — | ||
| Q2 25 | $67.6M | $-8.3M | ||
| Q1 25 | $61.1M | — | ||
| Q4 24 | $87.5M | $-593.0K | ||
| Q3 24 | $73.0M | $-5.3M | ||
| Q2 24 | $57.6M | $-6.4M | ||
| Q1 24 | $59.5M | $-8.6M |
| Q4 25 | — | 51.8% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 50.8% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 50.6% | ||
| Q3 24 | — | 47.9% | ||
| Q2 24 | — | 48.7% | ||
| Q1 24 | — | 38.0% |
| Q4 25 | 39.2% | 5.3% | ||
| Q3 25 | 33.8% | — | ||
| Q2 25 | 28.2% | -0.9% | ||
| Q1 25 | 31.2% | — | ||
| Q4 24 | 36.7% | 2.9% | ||
| Q3 24 | 33.3% | 0.8% | ||
| Q2 24 | 32.0% | 0.8% | ||
| Q1 24 | 29.4% | 1.6% |
| Q4 25 | 35.2% | 1.6% | ||
| Q3 25 | 22.2% | — | ||
| Q2 25 | 23.9% | -3.2% | ||
| Q1 25 | 22.1% | — | ||
| Q4 24 | 29.5% | -0.2% | ||
| Q3 24 | 26.1% | -1.7% | ||
| Q2 24 | 21.3% | -2.3% | ||
| Q1 24 | 22.5% | -1.7% |
| Q4 25 | $1.36 | $0.17 | ||
| Q3 25 | $0.93 | — | ||
| Q2 25 | $0.94 | $-0.27 | ||
| Q1 25 | $0.82 | — | ||
| Q4 24 | $0.99 | $-0.02 | ||
| Q3 24 | $1.03 | $-0.17 | ||
| Q2 24 | $0.80 | $-0.20 | ||
| Q1 24 | $0.84 | $-0.27 |
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 | — | $36.3M |
| 总债务越低越好 | $190.0M | — |
| 股东权益账面价值 | $438.8M | $231.0M |
| 总资产 | $1.6B | $852.7M |
| 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 | — | $36.3M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $18.1M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $30.4M | ||
| Q3 24 | — | $25.6M | ||
| Q2 24 | — | $27.4M | ||
| Q1 24 | — | $25.3M |
| 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 | $231.0M | ||
| Q3 25 | $402.1M | — | ||
| Q2 25 | $381.8M | $230.1M | ||
| Q1 25 | $356.5M | — | ||
| Q4 24 | $388.9M | $223.6M | ||
| Q3 24 | $372.1M | $226.5M | ||
| Q2 24 | $341.2M | $234.6M | ||
| Q1 24 | $320.3M | $241.6M |
| Q4 25 | $1.6B | $852.7M | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.4B | $760.5M | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.6B | $843.6M | ||
| Q3 24 | $1.6B | $802.5M | ||
| Q2 24 | $1.5B | $800.1M | ||
| Q1 24 | $1.5B | $811.5M |
| 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 | $-15.7M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $-22.4M |
| 自由现金流率自由现金流/营收 | 51.2% | -7.1% |
| 资本支出强度资本支出/营收 | 0.1% | 2.1% |
| 现金转化率经营现金流/净利润 | 1.46× | -3.03× |
| 过去12个月自由现金流最近4个季度 | $420.6M | $-55.0M |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | $-15.7M | ||
| Q3 25 | $40.4M | — | ||
| Q2 25 | $50.9M | $-22.5M | ||
| Q1 25 | $157.9M | — | ||
| Q4 24 | $372.8M | $-17.1M | ||
| Q3 24 | $112.8M | $30.7M | ||
| Q2 24 | $75.9M | $-25.8M | ||
| Q1 24 | $147.0M | $93.9M |
| Q4 25 | $171.6M | $-22.4M | ||
| Q3 25 | $40.4M | — | ||
| Q2 25 | $50.9M | $-30.7M | ||
| Q1 25 | $157.7M | — | ||
| Q4 24 | $371.3M | $-27.8M | ||
| Q3 24 | $112.4M | $26.0M | ||
| Q2 24 | $75.2M | $-32.6M | ||
| Q1 24 | $146.9M | $87.5M |
| Q4 25 | 51.2% | -7.1% | ||
| Q3 25 | 13.4% | — | ||
| Q2 25 | 18.0% | -11.8% | ||
| Q1 25 | 56.9% | — | ||
| Q4 24 | 125.0% | -8.7% | ||
| Q3 24 | 40.2% | 8.2% | ||
| Q2 24 | 27.8% | -11.4% | ||
| Q1 24 | 55.6% | 17.0% |
| Q4 25 | 0.1% | 2.1% | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 0.0% | 3.2% | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.5% | 3.3% | ||
| Q3 24 | 0.1% | 1.5% | ||
| Q2 24 | 0.2% | 2.4% | ||
| Q1 24 | 0.0% | 1.2% |
| Q4 25 | 1.46× | -3.03× | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 0.75× | — | ||
| Q1 25 | 2.58× | — | ||
| Q4 24 | 4.26× | — | ||
| Q3 24 | 1.54× | — | ||
| Q2 24 | 1.32× | — | ||
| Q1 24 | 2.47× | — |
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
LE
| U Se Commerce | $179.8M | 57% |
| Business Outfitters Revenue | $78.8M | 25% |
| Licensing And Retail | $20.2M | 6% |
| Other | $19.8M | 6% |
| Third Party | $18.9M | 6% |
