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Artisan Partners Asset Management Inc.（APAM）与Orthofix Medical Inc.（OFIX）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Orthofix Medical Inc.的1.5倍（$335.5M vs $219.9M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs -1.0%，领先36.2%），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs 2.0%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $16.8M），过去两年Artisan Partners Asset Management Inc.的营收复合增速更高（12.7% vs 8.0%）
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。
Orthofix医疗是全球知名骨科医疗器械企业，专注于研发、生产及销售脊柱植入物、骨科创伤产品、骨生长刺激治疗设备及再生医疗产品，服务全球多地的骨科医师与医疗机构，致力于提升肌肉骨骼疾病患者的诊疗效果。
APAM vs OFIX — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $219.9M |
| 净利润 | $118.1M | $-2.2M |
| 毛利率 | — | 71.1% |
| 营业利润率 | 39.2% | 0.2% |
| 净利率 | 35.2% | -1.0% |
| 营收同比 | 12.9% | 2.0% |
| 净利润同比 | 34.9% | 92.4% |
| 每股收益（稀释后） | $1.36 | $-0.05 |
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 | $219.9M | ||
| Q3 25 | $301.3M | $205.6M | ||
| Q2 25 | $282.7M | $203.1M | ||
| Q1 25 | $277.1M | $193.6M | ||
| Q4 24 | $297.1M | $215.7M | ||
| Q3 24 | $279.6M | $196.6M | ||
| Q2 24 | $270.8M | $198.6M | ||
| Q1 24 | $264.4M | $188.6M |
| Q4 25 | $118.1M | $-2.2M | ||
| Q3 25 | $66.8M | $-22.8M | ||
| Q2 25 | $67.6M | $-14.1M | ||
| Q1 25 | $61.1M | $-53.1M | ||
| Q4 24 | $87.5M | $-29.1M | ||
| Q3 24 | $73.0M | $-27.4M | ||
| Q2 24 | $57.6M | $-33.4M | ||
| Q1 24 | $59.5M | $-36.0M |
| Q4 25 | — | 71.1% | ||
| Q3 25 | — | 72.2% | ||
| Q2 25 | — | 68.7% | ||
| Q1 25 | — | 62.8% | ||
| Q4 24 | — | 69.0% | ||
| Q3 24 | — | 68.7% | ||
| Q2 24 | — | 67.8% | ||
| Q1 24 | — | 67.5% |
| Q4 25 | 39.2% | 0.2% | ||
| Q3 25 | 33.8% | -8.3% | ||
| Q2 25 | 28.2% | -7.9% | ||
| Q1 25 | 31.2% | -25.2% | ||
| Q4 24 | 36.7% | -5.3% | ||
| Q3 24 | 33.3% | -9.6% | ||
| Q2 24 | 32.0% | -12.5% | ||
| Q1 24 | 29.4% | -15.6% |
| Q4 25 | 35.2% | -1.0% | ||
| Q3 25 | 22.2% | -11.1% | ||
| Q2 25 | 23.9% | -6.9% | ||
| Q1 25 | 22.1% | -27.4% | ||
| Q4 24 | 29.5% | -13.5% | ||
| Q3 24 | 26.1% | -13.9% | ||
| Q2 24 | 21.3% | -16.8% | ||
| Q1 24 | 22.5% | -19.1% |
| Q4 25 | $1.36 | $-0.05 | ||
| Q3 25 | $0.93 | $-0.57 | ||
| Q2 25 | $0.94 | $-0.36 | ||
| Q1 25 | $0.82 | $-1.35 | ||
| Q4 24 | $0.99 | $-0.76 | ||
| Q3 24 | $1.03 | $-0.71 | ||
| Q2 24 | $0.80 | $-0.88 | ||
| Q1 24 | $0.84 | $-0.95 |
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 | — | $82.0M |
| 总债务越低越好 | $190.0M | — |
| 股东权益账面价值 | $438.8M | $450.0M |
| 总资产 | $1.6B | $850.6M |
| 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 | — | $82.0M | ||
| Q3 25 | — | $62.9M | ||
| Q2 25 | — | $65.6M | ||
| Q1 25 | — | $58.0M | ||
| Q4 24 | — | $83.2M | ||
| Q3 24 | — | $30.1M | ||
| Q2 24 | — | $26.4M | ||
| Q1 24 | — | $27.0M |
| Q4 25 | $190.0M | — | ||
| Q3 25 | $190.0M | $157.2M | ||
| Q2 25 | $200.0M | $157.0M | ||
| Q1 25 | $200.0M | $156.9M | ||
| Q4 24 | $200.0M | $157.0M | ||
| Q3 24 | $200.0M | $118.5M | ||
| Q2 24 | $200.0M | $118.0M | ||
| Q1 24 | $200.0M | $118.2M |
| Q4 25 | $438.8M | $450.0M | ||
| Q3 25 | $402.1M | $442.5M | ||
| Q2 25 | $381.8M | $458.3M | ||
| Q1 25 | $356.5M | $458.3M | ||
| Q4 24 | $388.9M | $503.1M | ||
| Q3 24 | $372.1M | $525.9M | ||
| Q2 24 | $341.2M | $546.0M | ||
| Q1 24 | $320.3M | $570.3M |
| Q4 25 | $1.6B | $850.6M | ||
| Q3 25 | $1.6B | $832.6M | ||
| Q2 25 | $1.4B | $837.2M | ||
| Q1 25 | $1.4B | $823.1M | ||
| Q4 24 | $1.6B | $893.3M | ||
| Q3 24 | $1.6B | $867.9M | ||
| Q2 24 | $1.5B | $882.0M | ||
| Q1 24 | $1.5B | $906.0M |
| Q4 25 | 0.43× | — | ||
| Q3 25 | 0.47× | 0.36× | ||
| Q2 25 | 0.52× | 0.34× | ||
| Q1 25 | 0.56× | 0.34× | ||
| Q4 24 | 0.51× | 0.31× | ||
| Q3 24 | 0.54× | 0.23× | ||
| Q2 24 | 0.59× | 0.22× | ||
| 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 | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $16.8M |
| 自由现金流率自由现金流/营收 | 51.2% | 7.6% |
| 资本支出强度资本支出/营收 | 0.1% | 4.9% |
| 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 | $-1.3M |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | $27.7M | ||
| Q3 25 | $40.4M | $12.4M | ||
| Q2 25 | $50.9M | $11.6M | ||
| Q1 25 | $157.9M | $-18.4M | ||
| Q4 24 | $372.8M | $23.7M | ||
| Q3 24 | $112.8M | $11.7M | ||
| Q2 24 | $75.9M | $9.0M | ||
| Q1 24 | $147.0M | $-18.6M |
| Q4 25 | $171.6M | $16.8M | ||
| Q3 25 | $40.4M | $2.5M | ||
| Q2 25 | $50.9M | $4.5M | ||
| Q1 25 | $157.7M | $-25.1M | ||
| Q4 24 | $371.3M | $15.2M | ||
| Q3 24 | $112.4M | $6.3M | ||
| Q2 24 | $75.2M | $-360.0K | ||
| Q1 24 | $146.9M | $-29.1M |
| Q4 25 | 51.2% | 7.6% | ||
| Q3 25 | 13.4% | 1.2% | ||
| Q2 25 | 18.0% | 2.2% | ||
| Q1 25 | 56.9% | -13.0% | ||
| Q4 24 | 125.0% | 7.0% | ||
| Q3 24 | 40.2% | 3.2% | ||
| Q2 24 | 27.8% | -0.2% | ||
| Q1 24 | 55.6% | -15.4% |
| Q4 25 | 0.1% | 4.9% | ||
| Q3 25 | 0.0% | 4.8% | ||
| Q2 25 | 0.0% | 3.5% | ||
| Q1 25 | 0.1% | 3.5% | ||
| Q4 24 | 0.5% | 4.0% | ||
| Q3 24 | 0.1% | 2.7% | ||
| Q2 24 | 0.2% | 4.7% | ||
| Q1 24 | 0.0% | 5.6% |
| Q4 25 | 1.46× | — | ||
| 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
OFIX
| Spinal Implants Biologics And Enabling Technologies | $113.6M | 52% |
| Bone Growth Therapies | $68.3M | 31% |
| Other | $22.7M | 10% |
| IT | $5.9M | 3% |
| GB | $3.5M | 2% |
| FR | $3.5M | 2% |
| DE | $2.3M | 1% |
