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Artisan Partners Asset Management Inc.(APAM)与NORTHERN OIL & GAS, INC.(NOG)财务数据对比。点击上方公司名可切换其他公司
NORTHERN OIL & GAS, INC.的季度营收约是Artisan Partners Asset Management Inc.的1.8倍($610.2M vs $335.5M),Artisan Partners Asset Management Inc.净利率更高(35.2% vs -11.6%,领先46.8%),Artisan Partners Asset Management Inc.同比增速更快(12.9% vs -72.6%),Artisan Partners Asset Management Inc.自由现金流更多($171.6M vs $43.2M),过去两年Artisan Partners Asset Management Inc.的营收复合增速更高(12.7% vs 4.3%)
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。
Marathon Oil Corporation是一家美国油气勘探开发企业,核心业务涵盖油气资源的勘探、开采与运营,2024年11月被康菲石油收购,相关业务与资产已并入康菲石油体系。
APAM vs NOG — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $335.5M | $610.2M |
| 净利润 | $118.1M | $-70.7M |
| 毛利率 | — | — |
| 营业利润率 | 39.2% | — |
| 净利率 | 35.2% | -11.6% |
| 营收同比 | 12.9% | -72.6% |
| 净利润同比 | 34.9% | -198.7% |
| 每股收益(稀释后) | $1.36 | $-0.73 |
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
| Q1 26 | — | $610.2M | ||
| Q4 25 | $335.5M | $610.2M | ||
| Q3 25 | $301.3M | $556.6M | ||
| Q2 25 | $282.7M | $706.8M | ||
| Q1 25 | $277.1M | $602.1M | ||
| Q4 24 | $297.1M | $515.0M | ||
| Q3 24 | $279.6M | $753.6M | ||
| Q2 24 | $270.8M | $560.8M |
| Q1 26 | — | $-70.7M | ||
| Q4 25 | $118.1M | $-70.7M | ||
| Q3 25 | $66.8M | $-129.1M | ||
| Q2 25 | $67.6M | $99.6M | ||
| Q1 25 | $61.1M | $139.0M | ||
| Q4 24 | $87.5M | $71.7M | ||
| Q3 24 | $73.0M | $298.4M | ||
| Q2 24 | $57.6M | $138.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 80.4% | ||
| Q3 25 | — | 78.7% | ||
| Q2 25 | — | 82.8% | ||
| Q1 25 | — | 81.1% | ||
| Q4 24 | — | 77.4% | ||
| Q3 24 | — | 85.8% | ||
| Q2 24 | — | 82.0% |
| Q1 26 | — | — | ||
| Q4 25 | 39.2% | -5.5% | ||
| Q3 25 | 33.8% | -22.6% | ||
| Q2 25 | 28.2% | 24.9% | ||
| Q1 25 | 31.2% | 38.1% | ||
| Q4 24 | 36.7% | 25.8% | ||
| Q3 24 | 33.3% | 57.6% | ||
| Q2 24 | 32.0% | 39.0% |
| Q1 26 | — | -11.6% | ||
| Q4 25 | 35.2% | -11.6% | ||
| Q3 25 | 22.2% | -23.2% | ||
| Q2 25 | 23.9% | 14.1% | ||
| Q1 25 | 22.1% | 23.1% | ||
| Q4 24 | 29.5% | 13.9% | ||
| Q3 24 | 26.1% | 39.6% | ||
| Q2 24 | 21.3% | 24.7% |
| Q1 26 | — | $-0.73 | ||
| Q4 25 | $1.36 | $-0.67 | ||
| Q3 25 | $0.93 | $-1.33 | ||
| Q2 25 | $0.94 | $1.00 | ||
| Q1 25 | $0.82 | $1.39 | ||
| Q4 24 | $0.99 | $0.71 | ||
| Q3 24 | $1.03 | $2.96 | ||
| Q2 24 | $0.80 | $1.36 |
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 | — | $14.3M |
| 总债务越低越好 | $190.0M | — |
| 股东权益账面价值 | $438.8M | $2.1B |
| 总资产 | $1.6B | $5.4B |
| 负债/权益比越低杠杆越低 | 0.43× | — |
8季度趋势,按日历期对齐
| Q1 26 | — | $14.3M | ||
| Q4 25 | — | $14.3M | ||
| Q3 25 | — | $31.6M | ||
| Q2 25 | — | $25.9M | ||
| Q1 25 | — | $33.6M | ||
| Q4 24 | — | $8.9M | ||
| Q3 24 | — | $34.4M | ||
| Q2 24 | — | $7.8M |
| Q1 26 | — | — | ||
| Q4 25 | $190.0M | $2.4B | ||
| Q3 25 | $190.0M | $2.3B | ||
| Q2 25 | $200.0M | $2.4B | ||
| Q1 25 | $200.0M | $2.3B | ||
| Q4 24 | $200.0M | $2.4B | ||
| Q3 24 | $200.0M | $2.0B | ||
| Q2 24 | $200.0M | $1.9B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $438.8M | $2.1B | ||
| Q3 25 | $402.1M | $2.2B | ||
| Q2 25 | $381.8M | $2.4B | ||
| Q1 25 | $356.5M | $2.4B | ||
| Q4 24 | $388.9M | $2.3B | ||
| Q3 24 | $372.1M | $2.3B | ||
| Q2 24 | $341.2M | $2.1B |
| Q1 26 | — | $5.4B | ||
| Q4 25 | $1.6B | $5.4B | ||
| Q3 25 | $1.6B | $5.5B | ||
| Q2 25 | $1.4B | $5.7B | ||
| Q1 25 | $1.4B | $5.7B | ||
| Q4 24 | $1.6B | $5.6B | ||
| Q3 24 | $1.6B | $5.1B | ||
| Q2 24 | $1.5B | $4.7B |
| Q1 26 | — | — | ||
| Q4 25 | 0.43× | 1.13× | ||
| Q3 25 | 0.47× | 1.05× | ||
| Q2 25 | 0.52× | 0.98× | ||
| Q1 25 | 0.56× | 0.96× | ||
| Q4 24 | 0.51× | 1.02× | ||
| Q3 24 | 0.54× | 0.84× | ||
| Q2 24 | 0.59× | 0.91× |
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 | $312.6M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $43.2M |
| 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% | 31.5% |
| 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
| Q1 26 | — | $312.6M | ||
| Q4 25 | $172.0M | $312.6M | ||
| Q3 25 | $40.4M | $423.1M | ||
| Q2 25 | $50.9M | $362.1M | ||
| Q1 25 | $157.9M | $407.4M | ||
| Q4 24 | $372.8M | $290.3M | ||
| Q3 24 | $112.8M | $385.8M | ||
| Q2 24 | $75.9M | $340.5M |
| Q1 26 | — | $43.2M | ||
| 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 26 | — | 7.1% | ||
| 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 26 | — | 31.5% | ||
| 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 26 | — | — | ||
| Q4 25 | 1.46× | — | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 0.75× | 3.64× | ||
| Q1 25 | 2.58× | 2.93× | ||
| Q4 24 | 4.26× | 4.05× | ||
| Q3 24 | 1.54× | 1.29× | ||
| Q2 24 | 1.32× | 2.46× |
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
NOG
| Oil and Gas Sales | $447.7M | 73% |
| Gain on Commodity Derivatives, Net | $159.3M | 26% |
| Other Revenue | $3.1M | 1% |