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Artisan Partners Asset Management Inc.（APAM）与OSI SYSTEMS INC（OSIS）财务数据对比。点击上方公司名可切换其他公司
OSI SYSTEMS INC的季度营收约是Artisan Partners Asset Management Inc.的1.4倍（$464.1M vs $335.5M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 8.3%，领先26.9%），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs 10.5%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $55.5M），过去两年Artisan Partners Asset Management Inc.的营收复合增速更高（12.7% vs 7.0%）
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。
OSI系统公司是总部位于美国加利福尼亚州的企业，主营安全检测系统、医疗设备及光电器件三大业务板块，产品涵盖机场安检X光机、金属探测器、医疗监护与麻醉系统等，旗下拥有Spacelabs Healthcare、Rapiscan Systems、OSI Optoelectronics等子公司，全球员工规模约3180人。
APAM vs OSIS — 直观对比
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $464.1M |
| 净利润 | $118.1M | $38.7M |
| 毛利率 | — | 32.7% |
| 营业利润率 | 39.2% | 12.7% |
| 净利率 | 35.2% | 8.3% |
| 营收同比 | 12.9% | 10.5% |
| 净利润同比 | 34.9% | 2.3% |
| 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 | $464.1M | ||
| Q3 25 | $301.3M | $384.6M | ||
| Q2 25 | $282.7M | $505.0M | ||
| Q1 25 | $277.1M | $444.4M | ||
| Q4 24 | $297.1M | $419.8M | ||
| Q3 24 | $279.6M | $344.0M | ||
| Q2 24 | $270.8M | $480.9M | ||
| Q1 24 | $264.4M | $405.4M |
| Q4 25 | $118.1M | $38.7M | ||
| Q3 25 | $66.8M | $20.6M | ||
| Q2 25 | $67.6M | $52.7M | ||
| Q1 25 | $61.1M | $41.1M | ||
| Q4 24 | $87.5M | $37.8M | ||
| Q3 24 | $73.0M | $17.9M | ||
| Q2 24 | $57.6M | $44.7M | ||
| Q1 24 | $59.5M | $34.0M |
| Q4 25 | — | 32.7% | ||
| Q3 25 | — | 32.0% | ||
| Q2 25 | — | 33.3% | ||
| Q1 25 | — | 33.8% | ||
| Q4 24 | — | 35.1% | ||
| Q3 24 | — | 35.3% | ||
| Q2 24 | — | 32.1% | ||
| Q1 24 | — | 33.6% |
| Q4 25 | 39.2% | 12.7% | ||
| Q3 25 | 33.8% | 8.6% | ||
| Q2 25 | 28.2% | 14.5% | ||
| Q1 25 | 31.2% | 12.7% | ||
| Q4 24 | 36.7% | 13.8% | ||
| Q3 24 | 33.3% | 8.8% | ||
| Q2 24 | 32.0% | 13.1% | ||
| Q1 24 | 29.4% | 12.7% |
| Q4 25 | 35.2% | 8.3% | ||
| Q3 25 | 22.2% | 5.3% | ||
| Q2 25 | 23.9% | 10.4% | ||
| Q1 25 | 22.1% | 9.3% | ||
| Q4 24 | 29.5% | 9.0% | ||
| Q3 24 | 26.1% | 5.2% | ||
| Q2 24 | 21.3% | 9.3% | ||
| Q1 24 | 22.5% | 8.4% |
| Q4 25 | $1.36 | $2.22 | ||
| Q3 25 | $0.93 | $1.18 | ||
| Q2 25 | $0.94 | $3.04 | ||
| Q1 25 | $0.82 | $2.40 | ||
| Q4 24 | $0.99 | $2.22 | ||
| Q3 24 | $1.03 | $1.05 | ||
| Q2 24 | $0.80 | $2.57 | ||
| Q1 24 | $0.84 | $1.95 |
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 | — | $336.7M |
| 总债务越低越好 | $190.0M | $1.0B |
| 股东权益账面价值 | $438.8M | $845.5M |
| 总资产 | $1.6B | $2.5B |
| 负债/权益比越低杠杆越低 | 0.43× | 1.19× |
8季度趋势，按日历期对齐
| Q4 25 | — | $336.7M | ||
| Q3 25 | — | $124.4M | ||
| Q2 25 | — | $106.4M | ||
| Q1 25 | — | $95.8M | ||
| Q4 24 | — | $101.6M | ||
| Q3 24 | — | $85.1M | ||
| Q2 24 | — | $95.4M | ||
| Q1 24 | — | $101.4M |
| Q4 25 | $190.0M | $1.0B | ||
| Q3 25 | $190.0M | $442.2M | ||
| Q2 25 | $200.0M | $471.6M | ||
| Q1 25 | $200.0M | $473.2M | ||
| Q4 24 | $200.0M | $474.8M | ||
| Q3 24 | $200.0M | $476.3M | ||
| Q2 24 | $200.0M | $137.6M | ||
| Q1 24 | $200.0M | — |
| Q4 25 | $438.8M | $845.5M | ||
| Q3 25 | $402.1M | $946.0M | ||
| Q2 25 | $381.8M | $951.1M | ||
| Q1 25 | $356.5M | $879.3M | ||
| Q4 24 | $388.9M | $825.8M | ||
| Q3 24 | $372.1M | $786.5M | ||
| Q2 24 | $341.2M | $863.5M | ||
| Q1 24 | $320.3M | $813.4M |
| Q4 25 | $1.6B | $2.5B | ||
| Q3 25 | $1.6B | $2.3B | ||
| Q2 25 | $1.4B | $2.2B | ||
| Q1 25 | $1.4B | $2.1B | ||
| Q4 24 | $1.6B | $2.1B | ||
| Q3 24 | $1.6B | $2.1B | ||
| Q2 24 | $1.5B | $1.9B | ||
| Q1 24 | $1.5B | $1.8B |
| Q4 25 | 0.43× | 1.19× | ||
| Q3 25 | 0.47× | 0.47× | ||
| Q2 25 | 0.52× | 0.50× | ||
| Q1 25 | 0.56× | 0.54× | ||
| Q4 24 | 0.51× | 0.57× | ||
| Q3 24 | 0.54× | 0.61× | ||
| Q2 24 | 0.59× | 0.16× | ||
| Q1 24 | 0.62× | — |
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 | $62.2M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $55.5M |
| 自由现金流率自由现金流/营收 | 51.2% | 12.0% |
| 资本支出强度资本支出/营收 | 0.1% | 1.4% |
| 现金转化率经营现金流/净利润 | 1.46× | 1.61× |
| 过去12个月自由现金流最近4个季度 | $420.6M | $137.2M |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | $62.2M | ||
| Q3 25 | $40.4M | $17.1M | ||
| Q2 25 | $50.9M | $562.0K | ||
| Q1 25 | $157.9M | $81.6M | ||
| Q4 24 | $372.8M | $52.5M | ||
| Q3 24 | $112.8M | $-37.2M | ||
| Q2 24 | $75.9M | $-29.0M | ||
| Q1 24 | $147.0M | $-52.1M |
| Q4 25 | $171.6M | $55.5M | ||
| Q3 25 | $40.4M | $10.1M | ||
| Q2 25 | $50.9M | $-5.6M | ||
| Q1 25 | $157.7M | $77.1M | ||
| Q4 24 | $371.3M | $47.1M | ||
| Q3 24 | $112.4M | $-44.9M | ||
| Q2 24 | $75.2M | $-37.5M | ||
| Q1 24 | $146.9M | $-57.0M |
| Q4 25 | 51.2% | 12.0% | ||
| Q3 25 | 13.4% | 2.6% | ||
| Q2 25 | 18.0% | -1.1% | ||
| Q1 25 | 56.9% | 17.4% | ||
| Q4 24 | 125.0% | 11.2% | ||
| Q3 24 | 40.2% | -13.0% | ||
| Q2 24 | 27.8% | -7.8% | ||
| Q1 24 | 55.6% | -14.1% |
| Q4 25 | 0.1% | 1.4% | ||
| Q3 25 | 0.0% | 1.8% | ||
| Q2 25 | 0.0% | 1.2% | ||
| Q1 25 | 0.1% | 1.0% | ||
| Q4 24 | 0.5% | 1.3% | ||
| Q3 24 | 0.1% | 2.2% | ||
| Q2 24 | 0.2% | 1.8% | ||
| Q1 24 | 0.0% | 1.2% |
| Q4 25 | 1.46× | 1.61× | ||
| Q3 25 | 0.60× | 0.83× | ||
| Q2 25 | 0.75× | 0.01× | ||
| Q1 25 | 2.58× | 1.98× | ||
| Q4 24 | 4.26× | 1.39× | ||
| Q3 24 | 1.54× | -2.07× | ||
| Q2 24 | 1.32× | -0.65× | ||
| Q1 24 | 2.47× | -1.53× |
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
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |
