vs
Artisan Partners Asset Management Inc.（APAM）与LOUISIANA-PACIFIC CORP（LPX）财务数据对比。点击上方公司名可切换其他公司
LOUISIANA-PACIFIC CORP的季度营收约是Artisan Partners Asset Management Inc.的1.7倍（$566.0M vs $335.5M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs -1.4%，领先36.6%），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs -16.9%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $-8.0M），过去两年Artisan Partners Asset Management Inc.的营收复合增速更高（12.7% vs -11.6%）
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。
路易斯安那-太平洋公司（简称LP）是美国知名建材制造商，成立于1973年，是美国定向结构刨花板（OSB）生产的开创者，总部现位于田纳西州纳什维尔。作为全球最大的OSB生产商，公司还生产工程木建材产品，通过建材分销商、经销商及家居零售中心向建筑商和业主供货。
APAM vs LPX — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $566.0M |
| 净利润 | $118.1M | $-8.0M |
| 毛利率 | — | 15.0% |
| 营业利润率 | 39.2% | -1.6% |
| 净利率 | 35.2% | -1.4% |
| 营收同比 | 12.9% | -16.9% |
| 净利润同比 | 34.9% | -112.9% |
| 每股收益（稀释后） | $1.36 | $-0.12 |
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 | $566.0M | ||
| Q3 25 | $301.3M | $663.0M | ||
| Q2 25 | $282.7M | $755.0M | ||
| Q1 25 | $277.1M | $724.0M | ||
| Q4 24 | $297.1M | $681.0M | ||
| Q3 24 | $279.6M | $722.0M | ||
| Q2 24 | $270.8M | $814.0M | ||
| Q1 24 | $264.4M | $724.0M |
| Q4 25 | $118.1M | $-8.0M | ||
| Q3 25 | $66.8M | $9.0M | ||
| Q2 25 | $67.6M | $54.0M | ||
| Q1 25 | $61.1M | $91.0M | ||
| Q4 24 | $87.5M | $62.0M | ||
| Q3 24 | $73.0M | $90.0M | ||
| Q2 24 | $57.6M | $160.0M | ||
| Q1 24 | $59.5M | $108.0M |
| Q4 25 | — | 15.0% | ||
| Q3 25 | — | 19.5% | ||
| Q2 25 | — | 23.6% | ||
| Q1 25 | — | 27.2% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | — | 26.7% | ||
| Q2 24 | — | 32.3% | ||
| Q1 24 | — | 29.6% |
| Q4 25 | 39.2% | -1.6% | ||
| Q3 25 | 33.8% | 2.7% | ||
| Q2 25 | 28.2% | 10.6% | ||
| Q1 25 | 31.2% | 16.6% | ||
| Q4 24 | 36.7% | 11.0% | ||
| Q3 24 | 33.3% | 16.1% | ||
| Q2 24 | 32.0% | 23.8% | ||
| Q1 24 | 29.4% | 20.0% |
| Q4 25 | 35.2% | -1.4% | ||
| Q3 25 | 22.2% | 1.4% | ||
| Q2 25 | 23.9% | 7.2% | ||
| Q1 25 | 22.1% | 12.6% | ||
| Q4 24 | 29.5% | 9.1% | ||
| Q3 24 | 26.1% | 12.5% | ||
| Q2 24 | 21.3% | 19.7% | ||
| Q1 24 | 22.5% | 14.9% |
| Q4 25 | $1.36 | $-0.12 | ||
| Q3 25 | $0.93 | $0.13 | ||
| Q2 25 | $0.94 | $0.77 | ||
| Q1 25 | $0.82 | $1.30 | ||
| Q4 24 | $0.99 | $0.90 | ||
| Q3 24 | $1.03 | $1.28 | ||
| Q2 24 | $0.80 | $2.23 | ||
| Q1 24 | $0.84 | $1.48 |
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 | — | $292.0M |
| 总债务越低越好 | $190.0M | $348.0M |
| 股东权益账面价值 | $438.8M | $1.7B |
| 总资产 | $1.6B | $2.6B |
| 负债/权益比越低杠杆越低 | 0.43× | 0.20× |
8季度趋势，按日历期对齐
| Q4 25 | — | $292.0M | ||
| Q3 25 | — | $316.0M | ||
| Q2 25 | — | $333.0M | ||
| Q1 25 | — | $256.0M | ||
| Q4 24 | — | $340.0M | ||
| Q3 24 | — | $346.0M | ||
| Q2 24 | — | $317.0M | ||
| Q1 24 | — | $244.0M |
| Q4 25 | $190.0M | $348.0M | ||
| Q3 25 | $190.0M | $348.0M | ||
| Q2 25 | $200.0M | $348.0M | ||
| Q1 25 | $200.0M | $348.0M | ||
| Q4 24 | $200.0M | $348.0M | ||
| Q3 24 | $200.0M | $347.0M | ||
| Q2 24 | $200.0M | $347.0M | ||
| Q1 24 | $200.0M | $347.0M |
| Q4 25 | $438.8M | $1.7B | ||
| Q3 25 | $402.1M | $1.7B | ||
| Q2 25 | $381.8M | $1.7B | ||
| Q1 25 | $356.5M | $1.7B | ||
| Q4 24 | $388.9M | $1.7B | ||
| Q3 24 | $372.1M | $1.7B | ||
| Q2 24 | $341.2M | $1.7B | ||
| Q1 24 | $320.3M | $1.6B |
| Q4 25 | $1.6B | $2.6B | ||
| Q3 25 | $1.6B | $2.6B | ||
| Q2 25 | $1.4B | $2.7B | ||
| Q1 25 | $1.4B | $2.6B | ||
| Q4 24 | $1.6B | $2.6B | ||
| Q3 24 | $1.6B | $2.6B | ||
| Q2 24 | $1.5B | $2.5B | ||
| Q1 24 | $1.5B | $2.5B |
| Q4 25 | 0.43× | 0.20× | ||
| Q3 25 | 0.47× | 0.20× | ||
| Q2 25 | 0.52× | 0.20× | ||
| Q1 25 | 0.56× | 0.21× | ||
| Q4 24 | 0.51× | 0.21× | ||
| Q3 24 | 0.54× | 0.21× | ||
| Q2 24 | 0.59× | 0.21× | ||
| Q1 24 | 0.62× | 0.21× |
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 | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $-8.0M |
| 自由现金流率自由现金流/营收 | 51.2% | -1.4% |
| 资本支出强度资本支出/营收 | 0.1% | 13.3% |
| 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 | $91.0M |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | $67.0M | ||
| Q3 25 | $40.4M | $89.0M | ||
| Q2 25 | $50.9M | $162.0M | ||
| Q1 25 | $157.9M | $64.0M | ||
| Q4 24 | $372.8M | $105.0M | ||
| Q3 24 | $112.8M | $183.0M | ||
| Q2 24 | $75.9M | $212.0M | ||
| Q1 24 | $147.0M | $105.0M |
| Q4 25 | $171.6M | $-8.0M | ||
| Q3 25 | $40.4M | $5.0M | ||
| Q2 25 | $50.9M | $94.0M | ||
| Q1 25 | $157.7M | $0 | ||
| Q4 24 | $371.3M | $43.0M | ||
| Q3 24 | $112.4M | $139.0M | ||
| Q2 24 | $75.2M | $176.0M | ||
| Q1 24 | $146.9M | $64.0M |
| Q4 25 | 51.2% | -1.4% | ||
| Q3 25 | 13.4% | 0.8% | ||
| Q2 25 | 18.0% | 12.5% | ||
| Q1 25 | 56.9% | 0.0% | ||
| Q4 24 | 125.0% | 6.3% | ||
| Q3 24 | 40.2% | 19.3% | ||
| Q2 24 | 27.8% | 21.6% | ||
| Q1 24 | 55.6% | 8.8% |
| Q4 25 | 0.1% | 13.3% | ||
| Q3 25 | 0.0% | 12.7% | ||
| Q2 25 | 0.0% | 9.0% | ||
| Q1 25 | 0.1% | 8.8% | ||
| Q4 24 | 0.5% | 9.1% | ||
| Q3 24 | 0.1% | 6.1% | ||
| Q2 24 | 0.2% | 4.4% | ||
| Q1 24 | 0.0% | 5.7% |
| Q4 25 | 1.46× | — | ||
| Q3 25 | 0.60× | 9.89× | ||
| Q2 25 | 0.75× | 3.00× | ||
| Q1 25 | 2.58× | 0.70× | ||
| Q4 24 | 4.26× | 1.69× | ||
| Q3 24 | 1.54× | 2.03× | ||
| Q2 24 | 1.32× | 1.32× | ||
| Q1 24 | 2.47× | 0.97× |
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
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
