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Artisan Partners Asset Management Inc.(APAM)与MSA Safety Inc(MSA)财务数据对比。点击上方公司名可切换其他公司
MSA Safety Inc的季度营收约是Artisan Partners Asset Management Inc.的1.5倍($510.9M vs $335.5M),Artisan Partners Asset Management Inc.净利率更高(35.2% vs 17.0%,领先18.2%),Artisan Partners Asset Management Inc.同比增速更快(12.9% vs 2.2%),Artisan Partners Asset Management Inc.自由现金流更多($171.6M vs $106.0M),过去两年Artisan Partners Asset Management Inc.的营收复合增速更高(12.7% vs 11.2%)
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。
MSA安全是美国专业安全设备生产供应商,面向建筑、军事、消防、化工、油气等存在高危作业场景的多个行业提供安全防护产品及解决方案,总部位于美国匹兹堡近郊的克兰伯里。
APAM vs MSA — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $335.5M | $510.9M |
| 净利润 | $118.1M | $86.9M |
| 毛利率 | — | 46.9% |
| 营业利润率 | 39.2% | 22.3% |
| 净利率 | 35.2% | 17.0% |
| 营收同比 | 12.9% | 2.2% |
| 净利润同比 | 34.9% | -1.2% |
| 每股收益(稀释后) | $1.36 | $2.22 |
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 | $510.9M | ||
| Q3 25 | $301.3M | $468.4M | ||
| Q2 25 | $282.7M | $474.1M | ||
| Q1 25 | $277.1M | $421.3M | ||
| Q4 24 | $297.1M | $499.7M | ||
| Q3 24 | $279.6M | $432.7M | ||
| Q2 24 | $270.8M | $462.5M | ||
| Q1 24 | $264.4M | $413.3M |
| Q4 25 | $118.1M | $86.9M | ||
| Q3 25 | $66.8M | $69.6M | ||
| Q2 25 | $67.6M | $62.8M | ||
| Q1 25 | $61.1M | $59.6M | ||
| Q4 24 | $87.5M | $87.9M | ||
| Q3 24 | $73.0M | $66.6M | ||
| Q2 24 | $57.6M | $72.2M | ||
| Q1 24 | $59.5M | $58.1M |
| Q4 25 | — | 46.9% | ||
| Q3 25 | — | 46.5% | ||
| Q2 25 | — | 46.6% | ||
| Q1 25 | — | 45.9% | ||
| Q4 24 | — | 46.9% | ||
| Q3 24 | — | 47.9% | ||
| Q2 24 | — | 48.2% | ||
| Q1 24 | — | 47.3% |
| Q4 25 | 39.2% | 22.3% | ||
| Q3 25 | 33.8% | 20.1% | ||
| Q2 25 | 28.2% | 18.1% | ||
| Q1 25 | 31.2% | 18.5% | ||
| Q4 24 | 36.7% | 23.5% | ||
| Q3 24 | 33.3% | 21.1% | ||
| Q2 24 | 32.0% | 21.6% | ||
| Q1 24 | 29.4% | 19.4% |
| Q4 25 | 35.2% | 17.0% | ||
| Q3 25 | 22.2% | 14.9% | ||
| Q2 25 | 23.9% | 13.2% | ||
| Q1 25 | 22.1% | 14.1% | ||
| Q4 24 | 29.5% | 17.6% | ||
| Q3 24 | 26.1% | 15.4% | ||
| Q2 24 | 21.3% | 15.6% | ||
| Q1 24 | 22.5% | 14.1% |
| Q4 25 | $1.36 | $2.22 | ||
| Q3 25 | $0.93 | $1.77 | ||
| Q2 25 | $0.94 | $1.59 | ||
| Q1 25 | $0.82 | $1.51 | ||
| Q4 24 | $0.99 | $2.22 | ||
| Q3 24 | $1.03 | $1.69 | ||
| Q2 24 | $0.80 | $1.83 | ||
| Q1 24 | $0.84 | $1.47 |
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 | — | $165.1M |
| 总债务越低越好 | $190.0M | $580.9M |
| 股东权益账面价值 | $438.8M | $1.4B |
| 总资产 | $1.6B | $2.6B |
| 负债/权益比越低杠杆越低 | 0.43× | 0.42× |
8季度趋势,按日历期对齐
| Q4 25 | — | $165.1M | ||
| Q3 25 | — | $170.0M | ||
| Q2 25 | — | $147.0M | ||
| Q1 25 | — | $170.6M | ||
| Q4 24 | — | $164.6M | ||
| Q3 24 | — | $154.4M | ||
| Q2 24 | — | $146.8M | ||
| Q1 24 | — | $148.3M |
| Q4 25 | $190.0M | $580.9M | ||
| Q3 25 | $190.0M | $628.6M | ||
| Q2 25 | $200.0M | $679.3M | ||
| Q1 25 | $200.0M | $502.1M | ||
| Q4 24 | $200.0M | $508.0M | ||
| Q3 24 | $200.0M | $554.7M | ||
| Q2 24 | $200.0M | $588.2M | ||
| Q1 24 | $200.0M | $596.2M |
| Q4 25 | $438.8M | $1.4B | ||
| Q3 25 | $402.1M | $1.3B | ||
| Q2 25 | $381.8M | $1.3B | ||
| Q1 25 | $356.5M | $1.2B | ||
| Q4 24 | $388.9M | $1.1B | ||
| Q3 24 | $372.1M | $1.1B | ||
| Q2 24 | $341.2M | $1.0B | ||
| Q1 24 | $320.3M | $994.8M |
| Q4 25 | $1.6B | $2.6B | ||
| Q3 25 | $1.6B | $2.6B | ||
| Q2 25 | $1.4B | $2.6B | ||
| Q1 25 | $1.4B | $2.2B | ||
| Q4 24 | $1.6B | $2.2B | ||
| Q3 24 | $1.6B | $2.2B | ||
| Q2 24 | $1.5B | $2.2B | ||
| Q1 24 | $1.5B | $2.2B |
| Q4 25 | 0.43× | 0.42× | ||
| Q3 25 | 0.47× | 0.48× | ||
| Q2 25 | 0.52× | 0.54× | ||
| Q1 25 | 0.56× | 0.42× | ||
| Q4 24 | 0.51× | 0.44× | ||
| Q3 24 | 0.54× | 0.51× | ||
| Q2 24 | 0.59× | 0.57× | ||
| Q1 24 | 0.62× | 0.60× |
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 | $122.4M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $106.0M |
| 自由现金流率自由现金流/营收 | 51.2% | 20.8% |
| 资本支出强度资本支出/营收 | 0.1% | 3.2% |
| 现金转化率经营现金流/净利润 | 1.46× | 1.41× |
| 过去12个月自由现金流最近4个季度 | $420.6M | $295.4M |
8季度趋势,按日历期对齐
| Q4 25 | $172.0M | $122.4M | ||
| Q3 25 | $40.4M | $112.5M | ||
| Q2 25 | $50.9M | $67.2M | ||
| Q1 25 | $157.9M | $61.8M | ||
| Q4 24 | $372.8M | $107.9M | ||
| Q3 24 | $112.8M | $84.3M | ||
| Q2 24 | $75.9M | $53.3M | ||
| Q1 24 | $147.0M | $50.9M |
| Q4 25 | $171.6M | $106.0M | ||
| Q3 25 | $40.4M | $100.5M | ||
| Q2 25 | $50.9M | $37.9M | ||
| Q1 25 | $157.7M | $51.0M | ||
| Q4 24 | $371.3M | $93.5M | ||
| Q3 24 | $112.4M | $70.1M | ||
| Q2 24 | $75.2M | $39.0M | ||
| Q1 24 | $146.9M | $39.7M |
| Q4 25 | 51.2% | 20.8% | ||
| Q3 25 | 13.4% | 21.4% | ||
| Q2 25 | 18.0% | 8.0% | ||
| Q1 25 | 56.9% | 12.1% | ||
| Q4 24 | 125.0% | 18.7% | ||
| Q3 24 | 40.2% | 16.2% | ||
| Q2 24 | 27.8% | 8.4% | ||
| Q1 24 | 55.6% | 9.6% |
| Q4 25 | 0.1% | 3.2% | ||
| Q3 25 | 0.0% | 2.6% | ||
| Q2 25 | 0.0% | 6.2% | ||
| Q1 25 | 0.1% | 2.6% | ||
| Q4 24 | 0.5% | 2.9% | ||
| Q3 24 | 0.1% | 3.3% | ||
| Q2 24 | 0.2% | 3.1% | ||
| Q1 24 | 0.0% | 2.7% |
| Q4 25 | 1.46× | 1.41× | ||
| Q3 25 | 0.60× | 1.62× | ||
| Q2 25 | 0.75× | 1.07× | ||
| Q1 25 | 2.58× | 1.04× | ||
| Q4 24 | 4.26× | 1.23× | ||
| Q3 24 | 1.54× | 1.27× | ||
| Q2 24 | 1.32× | 0.74× | ||
| Q1 24 | 2.47× | 0.88× |
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
MSA
| Americas Segment | $335.2M | 66% |
| International Segment | $175.7M | 34% |