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Artisan Partners Asset Management Inc.（APAM）与ONESPAWORLD HOLDINGS Ltd（OSW）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ONESPAWORLD HOLDINGS Ltd的1.4倍（$335.5M vs $242.1M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 5.0%，领先30.2%），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs 11.5%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $14.9M），过去两年Artisan Partners Asset Management Inc.的营收复合增速更高（12.7% vs 7.1%）
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。
APAM vs OSW — 直观对比
营收规模更大
APAM
是对方的1.4倍
$242.1M
营收增速更快
APAM
高出1.5%
11.5%
净利率更高
APAM
高出30.2%
5.0%
自由现金流更多
APAM
多$156.7M
$14.9M
两年增速更快
APAM
近两年复合增速
7.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $242.1M |
| 净利润 | $118.1M | $12.1M |
| 毛利率 | — | — |
| 营业利润率 | 39.2% | 6.8% |
| 净利率 | 35.2% | 5.0% |
| 营收同比 | 12.9% | 11.5% |
| 净利润同比 | 34.9% | -16.2% |
| 每股收益（稀释后） | $1.36 | $0.12 |
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
营收APAMOSW
| Q4 25 | $335.5M | $242.1M | ||
| Q3 25 | $301.3M | $258.5M | ||
| Q2 25 | $282.7M | $240.7M | ||
| Q1 25 | $277.1M | $219.6M | ||
| Q4 24 | $297.1M | $217.2M | ||
| Q3 24 | $279.6M | $241.7M | ||
| Q2 24 | $270.8M | $224.9M | ||
| Q1 24 | $264.4M | $211.2M |
净利润APAMOSW
| Q4 25 | $118.1M | $12.1M | ||
| Q3 25 | $66.8M | $24.3M | ||
| Q2 25 | $67.6M | $19.9M | ||
| Q1 25 | $61.1M | $15.3M | ||
| Q4 24 | $87.5M | $14.4M | ||
| Q3 24 | $73.0M | $21.6M | ||
| Q2 24 | $57.6M | $15.8M | ||
| Q1 24 | $59.5M | $21.2M |
营业利润率APAMOSW
| Q4 25 | 39.2% | 6.8% | ||
| Q3 25 | 33.8% | 10.2% | ||
| Q2 25 | 28.2% | 9.2% | ||
| Q1 25 | 31.2% | 7.7% | ||
| Q4 24 | 36.7% | 7.9% | ||
| Q3 24 | 33.3% | 10.3% | ||
| Q2 24 | 32.0% | 8.4% | ||
| Q1 24 | 29.4% | 8.0% |
净利率APAMOSW
| Q4 25 | 35.2% | 5.0% | ||
| Q3 25 | 22.2% | 9.4% | ||
| Q2 25 | 23.9% | 8.3% | ||
| Q1 25 | 22.1% | 7.0% | ||
| Q4 24 | 29.5% | 6.6% | ||
| Q3 24 | 26.1% | 8.9% | ||
| Q2 24 | 21.3% | 7.0% | ||
| Q1 24 | 22.5% | 10.0% |
每股收益（稀释后）APAMOSW
| Q4 25 | $1.36 | $0.12 | ||
| Q3 25 | $0.93 | $0.23 | ||
| Q2 25 | $0.94 | $0.19 | ||
| Q1 25 | $0.82 | $0.15 | ||
| Q4 24 | $0.99 | $0.13 | ||
| Q3 24 | $1.03 | $0.20 | ||
| Q2 24 | $0.80 | $0.15 | ||
| Q1 24 | $0.84 | $0.21 |
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 | — | $16.3M |
| 总债务越低越好 | $190.0M | $84.0M |
| 股东权益账面价值 | $438.8M | $542.6M |
| 总资产 | $1.6B | $707.1M |
| 负债/权益比越低杠杆越低 | 0.43× | 0.15× |
8季度趋势，按日历期对齐
现金及短期投资APAMOSW
| Q4 25 | — | $16.3M | ||
| Q3 25 | — | $29.6M | ||
| Q2 25 | — | $35.0M | ||
| Q1 25 | — | $22.6M | ||
| Q4 24 | — | $57.4M | ||
| Q3 24 | — | $48.8M | ||
| Q2 24 | — | $62.5M | ||
| Q1 24 | — | $65.4M |
总债务APAMOSW
| Q4 25 | $190.0M | $84.0M | ||
| Q3 25 | $190.0M | $85.2M | ||
| Q2 25 | $200.0M | $96.2M | ||
| Q1 25 | $200.0M | $97.4M | ||
| Q4 24 | $200.0M | $98.6M | ||
| Q3 24 | $200.0M | $98.7M | ||
| Q2 24 | $200.0M | $123.8M | ||
| Q1 24 | $200.0M | $138.6M |
股东权益APAMOSW
| Q4 25 | $438.8M | $542.6M | ||
| Q3 25 | $402.1M | $552.8M | ||
| Q2 25 | $381.8M | $548.3M | ||
| Q1 25 | $356.5M | $530.6M | ||
| Q4 24 | $388.9M | $554.5M | ||
| Q3 24 | $372.1M | $540.1M | ||
| Q2 24 | $341.2M | $532.7M | ||
| Q1 24 | $320.3M | $515.5M |
总资产APAMOSW
| Q4 25 | $1.6B | $707.1M | ||
| Q3 25 | $1.6B | $732.6M | ||
| Q2 25 | $1.4B | $731.8M | ||
| Q1 25 | $1.4B | $708.7M | ||
| Q4 24 | $1.6B | $746.4M | ||
| Q3 24 | $1.6B | $734.0M | ||
| Q2 24 | $1.5B | $756.8M | ||
| Q1 24 | $1.5B | $763.6M |
负债/权益比APAMOSW
| Q4 25 | 0.43× | 0.15× | ||
| Q3 25 | 0.47× | 0.15× | ||
| Q2 25 | 0.52× | 0.18× | ||
| Q1 25 | 0.56× | 0.18× | ||
| Q4 24 | 0.51× | 0.18× | ||
| Q3 24 | 0.54× | 0.18× | ||
| Q2 24 | 0.59× | 0.23× | ||
| Q1 24 | 0.62× | 0.27× |
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 | $20.0M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $14.9M |
| 自由现金流率自由现金流/营收 | 51.2% | 6.2% |
| 资本支出强度资本支出/营收 | 0.1% | 2.1% |
| 现金转化率经营现金流/净利润 | 1.46× | 1.65× |
| 过去12个月自由现金流最近4个季度 | $420.6M | $68.4M |
8季度趋势，按日历期对齐
经营现金流APAMOSW
| Q4 25 | $172.0M | $20.0M | ||
| Q3 25 | $40.4M | $33.2M | ||
| Q2 25 | $50.9M | $20.3M | ||
| Q1 25 | $157.9M | $10.1M | ||
| Q4 24 | $372.8M | $16.6M | ||
| Q3 24 | $112.8M | $28.6M | ||
| Q2 24 | $75.9M | $18.7M | ||
| Q1 24 | $147.0M | $15.0M |
自由现金流APAMOSW
| Q4 25 | $171.6M | $14.9M | ||
| Q3 25 | $40.4M | $27.6M | ||
| Q2 25 | $50.9M | $17.6M | ||
| Q1 25 | $157.7M | $8.4M | ||
| Q4 24 | $371.3M | $13.2M | ||
| Q3 24 | $112.4M | $27.5M | ||
| Q2 24 | $75.2M | $17.6M | ||
| Q1 24 | $146.9M | $13.7M |
自由现金流率APAMOSW
| Q4 25 | 51.2% | 6.2% | ||
| Q3 25 | 13.4% | 10.7% | ||
| Q2 25 | 18.0% | 7.3% | ||
| Q1 25 | 56.9% | 3.8% | ||
| Q4 24 | 125.0% | 6.1% | ||
| Q3 24 | 40.2% | 11.4% | ||
| Q2 24 | 27.8% | 7.8% | ||
| Q1 24 | 55.6% | 6.5% |
资本支出强度APAMOSW
| Q4 25 | 0.1% | 2.1% | ||
| Q3 25 | 0.0% | 2.2% | ||
| Q2 25 | 0.0% | 1.1% | ||
| Q1 25 | 0.1% | 0.8% | ||
| Q4 24 | 0.5% | 1.5% | ||
| Q3 24 | 0.1% | 0.5% | ||
| Q2 24 | 0.2% | 0.5% | ||
| Q1 24 | 0.0% | 0.6% |
现金转化率APAMOSW
| Q4 25 | 1.46× | 1.65× | ||
| Q3 25 | 0.60× | 1.36× | ||
| Q2 25 | 0.75× | 1.02× | ||
| Q1 25 | 2.58× | 0.66× | ||
| Q4 24 | 4.26× | 1.15× | ||
| Q3 24 | 1.54× | 1.33× | ||
| Q2 24 | 1.32× | 1.19× | ||
| Q1 24 | 2.47× | 0.71× |
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
OSW
| Services | $197.3M | 82% |
| Products | $44.8M | 18% |
