vs
Artisan Partners Asset Management Inc.（APAM）与MONRO, INC.（MNRO）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MONRO, INC.的1.1倍（$335.5M vs $293.4M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 3.8%，领先31.4%），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs -4.0%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $9.1M），过去两年Artisan Partners Asset Management Inc.的营收复合增速更高（12.7% vs -2.7%）
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。
蒙罗公司（Monro, Inc.）是一家汽车服务企业，创始并总部设在美国纽约州罗切斯特。截至2025年，蒙罗共拥有1260家门店，按门店数量与营收计算，是北美仅次于Driven Brands的第二大汽车服务企业。
APAM vs MNRO — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $293.4M |
| 净利润 | $118.1M | $11.1M |
| 毛利率 | — | 34.9% |
| 营业利润率 | 39.2% | 6.3% |
| 净利率 | 35.2% | 3.8% |
| 营收同比 | 12.9% | -4.0% |
| 净利润同比 | 34.9% | 143.1% |
| 每股收益（稀释后） | $1.36 | $0.35 |
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 | $293.4M | ||
| Q3 25 | $301.3M | $288.9M | ||
| Q2 25 | $282.7M | $301.0M | ||
| Q1 25 | $277.1M | $295.0M | ||
| Q4 24 | $297.1M | $305.8M | ||
| Q3 24 | $279.6M | $301.4M | ||
| Q2 24 | $270.8M | $293.2M | ||
| Q1 24 | $264.4M | $310.1M |
| Q4 25 | $118.1M | $11.1M | ||
| Q3 25 | $66.8M | $5.7M | ||
| Q2 25 | $67.6M | $-8.1M | ||
| Q1 25 | $61.1M | $-21.3M | ||
| Q4 24 | $87.5M | $4.6M | ||
| Q3 24 | $73.0M | $5.6M | ||
| Q2 24 | $57.6M | $5.9M | ||
| Q1 24 | $59.5M | $3.7M |
| Q4 25 | — | 34.9% | ||
| Q3 25 | — | 35.7% | ||
| Q2 25 | — | 35.5% | ||
| Q1 25 | — | 33.0% | ||
| Q4 24 | — | 34.3% | ||
| Q3 24 | — | 35.3% | ||
| Q2 24 | — | 37.2% | ||
| Q1 24 | — | 35.5% |
| Q4 25 | 39.2% | 6.3% | ||
| Q3 25 | 33.8% | 4.4% | ||
| Q2 25 | 28.2% | -2.0% | ||
| Q1 25 | 31.2% | -8.1% | ||
| Q4 24 | 36.7% | 3.3% | ||
| Q3 24 | 33.3% | 4.4% | ||
| Q2 24 | 32.0% | 4.5% | ||
| Q1 24 | 29.4% | 3.3% |
| Q4 25 | 35.2% | 3.8% | ||
| Q3 25 | 22.2% | 2.0% | ||
| Q2 25 | 23.9% | -2.7% | ||
| Q1 25 | 22.1% | -7.2% | ||
| Q4 24 | 29.5% | 1.5% | ||
| Q3 24 | 26.1% | 1.9% | ||
| Q2 24 | 21.3% | 2.0% | ||
| Q1 24 | 22.5% | 1.2% |
| Q4 25 | $1.36 | $0.35 | ||
| Q3 25 | $0.93 | $0.18 | ||
| Q2 25 | $0.94 | $-0.28 | ||
| Q1 25 | $0.82 | $-0.74 | ||
| Q4 24 | $0.99 | $0.15 | ||
| Q3 24 | $1.03 | $0.18 | ||
| Q2 24 | $0.80 | $0.19 | ||
| Q1 24 | $0.84 | $0.12 |
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 | — | $4.9M |
| 总债务越低越好 | $190.0M | $45.0M |
| 股东权益账面价值 | $438.8M | $604.9M |
| 总资产 | $1.6B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.43× | 0.07× |
8季度趋势，按日历期对齐
| Q4 25 | — | $4.9M | ||
| Q3 25 | — | $10.5M | ||
| Q2 25 | — | $7.8M | ||
| Q1 25 | — | $20.8M | ||
| Q4 24 | — | $10.2M | ||
| Q3 24 | — | $20.9M | ||
| Q2 24 | — | $18.7M | ||
| Q1 24 | — | $6.6M |
| Q4 25 | $190.0M | $45.0M | ||
| Q3 25 | $190.0M | $60.0M | ||
| Q2 25 | $200.0M | $71.5M | ||
| Q1 25 | $200.0M | $61.3M | ||
| Q4 24 | $200.0M | $59.3M | ||
| Q3 24 | $200.0M | $62.0M | ||
| Q2 24 | $200.0M | $112.0M | ||
| Q1 24 | $200.0M | $102.0M |
| Q4 25 | $438.8M | $604.9M | ||
| Q3 25 | $402.1M | $601.7M | ||
| Q2 25 | $381.8M | $604.9M | ||
| Q1 25 | $356.5M | $620.8M | ||
| Q4 24 | $388.9M | $648.9M | ||
| Q3 24 | $372.1M | $651.9M | ||
| Q2 24 | $341.2M | $654.4M | ||
| Q1 24 | $320.3M | $656.8M |
| Q4 25 | $1.6B | $1.6B | ||
| Q3 25 | $1.6B | $1.6B | ||
| Q2 25 | $1.4B | $1.6B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.6B | $1.7B | ||
| Q3 24 | $1.6B | $1.7B | ||
| Q2 24 | $1.5B | $1.7B | ||
| Q1 24 | $1.5B | $1.7B |
| Q4 25 | 0.43× | 0.07× | ||
| Q3 25 | 0.47× | 0.10× | ||
| Q2 25 | 0.52× | 0.12× | ||
| Q1 25 | 0.56× | 0.10× | ||
| Q4 24 | 0.51× | 0.09× | ||
| Q3 24 | 0.54× | 0.10× | ||
| Q2 24 | 0.59× | 0.17× | ||
| Q1 24 | 0.62× | 0.16× |
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 | $17.8M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $9.1M |
| 自由现金流率自由现金流/营收 | 51.2% | 3.1% |
| 资本支出强度资本支出/营收 | 0.1% | 3.0% |
| 现金转化率经营现金流/净利润 | 1.46× | 1.60× |
| 过去12个月自由现金流最近4个季度 | $420.6M | $49.6M |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | $17.8M | ||
| Q3 25 | $40.4M | $32.3M | ||
| Q2 25 | $50.9M | $-1.9M | ||
| Q1 25 | $157.9M | $28.9M | ||
| Q4 24 | $372.8M | $14.8M | ||
| Q3 24 | $112.8M | $62.6M | ||
| Q2 24 | $75.9M | $25.6M | ||
| Q1 24 | $147.0M | $-5.3M |
| Q4 25 | $171.6M | $9.1M | ||
| Q3 25 | $40.4M | $26.6M | ||
| Q2 25 | $50.9M | $-9.3M | ||
| Q1 25 | $157.7M | $23.2M | ||
| Q4 24 | $371.3M | $7.9M | ||
| Q3 24 | $112.4M | $57.6M | ||
| Q2 24 | $75.2M | $16.8M | ||
| Q1 24 | $146.9M | $-11.9M |
| Q4 25 | 51.2% | 3.1% | ||
| Q3 25 | 13.4% | 9.2% | ||
| Q2 25 | 18.0% | -3.1% | ||
| Q1 25 | 56.9% | 7.9% | ||
| Q4 24 | 125.0% | 2.6% | ||
| Q3 24 | 40.2% | 19.1% | ||
| Q2 24 | 27.8% | 5.7% | ||
| Q1 24 | 55.6% | -3.8% |
| Q4 25 | 0.1% | 3.0% | ||
| Q3 25 | 0.0% | 2.0% | ||
| Q2 25 | 0.0% | 2.5% | ||
| Q1 25 | 0.1% | 1.9% | ||
| Q4 24 | 0.5% | 2.2% | ||
| Q3 24 | 0.1% | 1.6% | ||
| Q2 24 | 0.2% | 3.0% | ||
| Q1 24 | 0.0% | 2.1% |
| Q4 25 | 1.46× | 1.60× | ||
| Q3 25 | 0.60× | 5.71× | ||
| Q2 25 | 0.75× | — | ||
| Q1 25 | 2.58× | — | ||
| Q4 24 | 4.26× | 3.23× | ||
| Q3 24 | 1.54× | 11.08× | ||
| Q2 24 | 1.32× | 4.37× | ||
| Q1 24 | 2.47× | -1.42× |
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
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
