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Artisan Partners Asset Management Inc.（APAM）与福尼克斯（PLAB）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.的季度营收约是福尼克斯的1.6倍（$335.5M vs $210.4M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 10.9%，领先24.3%），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs -5.5%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $25.2M），过去两年Artisan Partners Asset Management Inc.的营收复合增速更高（12.7% vs -3.8%）
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。
福尼克斯是美国半导体光掩模制造商，2009年时位居全球第三大光掩模供应商，同时也是电子束产业倡议组织的成员，专注于为半导体行业提供关键的掩模产品，支撑芯片制造环节的图形转移需求。
APAM vs PLAB — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $210.4M |
| 净利润 | $118.1M | $22.9M |
| 毛利率 | — | 33.7% |
| 营业利润率 | 39.2% | 22.9% |
| 净利率 | 35.2% | 10.9% |
| 营收同比 | 12.9% | -5.5% |
| 净利润同比 | 34.9% | -32.4% |
| 每股收益（稀释后） | $1.36 | $0.39 |
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 | — | ||
| Q3 25 | $301.3M | $210.4M | ||
| Q2 25 | $282.7M | $211.0M | ||
| Q1 25 | $277.1M | $212.1M | ||
| Q4 24 | $297.1M | $222.6M | ||
| Q3 24 | $279.6M | $211.0M | ||
| Q2 24 | $270.8M | $217.0M | ||
| Q1 24 | $264.4M | $216.3M |
| Q4 25 | $118.1M | — | ||
| Q3 25 | $66.8M | $22.9M | ||
| Q2 25 | $67.6M | $8.9M | ||
| Q1 25 | $61.1M | $42.9M | ||
| Q4 24 | $87.5M | $33.9M | ||
| Q3 24 | $73.0M | $34.4M | ||
| Q2 24 | $57.6M | $36.3M | ||
| Q1 24 | $59.5M | $26.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | 33.7% | ||
| Q2 25 | — | 36.9% | ||
| Q1 25 | — | 35.6% | ||
| Q4 24 | — | 37.0% | ||
| Q3 24 | — | 35.6% | ||
| Q2 24 | — | 36.5% | ||
| Q1 24 | — | 36.6% |
| Q4 25 | 39.2% | — | ||
| Q3 25 | 33.8% | 22.9% | ||
| Q2 25 | 28.2% | 26.4% | ||
| Q1 25 | 31.2% | 24.6% | ||
| Q4 24 | 36.7% | 25.1% | ||
| Q3 24 | 33.3% | 24.7% | ||
| Q2 24 | 32.0% | 25.8% | ||
| Q1 24 | 29.4% | 26.6% |
| Q4 25 | 35.2% | — | ||
| Q3 25 | 22.2% | 10.9% | ||
| Q2 25 | 23.9% | 4.2% | ||
| Q1 25 | 22.1% | 20.2% | ||
| Q4 24 | 29.5% | 15.2% | ||
| Q3 24 | 26.1% | 16.3% | ||
| Q2 24 | 21.3% | 16.7% | ||
| Q1 24 | 22.5% | 12.1% |
| Q4 25 | $1.36 | — | ||
| Q3 25 | $0.93 | $0.39 | ||
| Q2 25 | $0.94 | $0.15 | ||
| Q1 25 | $0.82 | $0.68 | ||
| Q4 24 | $0.99 | $0.54 | ||
| Q3 24 | $1.03 | $0.55 | ||
| Q2 24 | $0.80 | $0.58 | ||
| Q1 24 | $0.84 | $0.42 |
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 | — | $575.8M |
| 总债务越低越好 | $190.0M | $16.0K |
| 股东权益账面价值 | $438.8M | $1.1B |
| 总资产 | $1.6B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.43× | 0.00× |
8季度趋势，按日历期对齐
| Q4 25 | — | — | ||
| Q3 25 | — | $575.8M | ||
| Q2 25 | — | $558.4M | ||
| Q1 25 | — | $642.2M | ||
| Q4 24 | — | $640.7M | ||
| Q3 24 | — | $606.4M | ||
| Q2 24 | — | $559.9M | ||
| Q1 24 | — | $521.5M |
| Q4 25 | $190.0M | — | ||
| Q3 25 | $190.0M | $16.0K | ||
| Q2 25 | $200.0M | $19.0K | ||
| Q1 25 | $200.0M | $21.0K | ||
| Q4 24 | $200.0M | $25.0K | ||
| Q3 24 | $200.0M | $28.0K | ||
| Q2 24 | $200.0M | $2.5M | ||
| Q1 24 | $200.0M | $2.7M |
| Q4 25 | $438.8M | — | ||
| Q3 25 | $402.1M | $1.1B | ||
| Q2 25 | $381.8M | $1.1B | ||
| Q1 25 | $356.5M | $1.1B | ||
| Q4 24 | $388.9M | $1.1B | ||
| Q3 24 | $372.1M | $1.1B | ||
| Q2 24 | $341.2M | $1.0B | ||
| Q1 24 | $320.3M | $1.0B |
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | $1.8B | ||
| Q2 25 | $1.4B | $1.7B | ||
| Q1 25 | $1.4B | $1.7B | ||
| Q4 24 | $1.6B | $1.7B | ||
| Q3 24 | $1.6B | $1.6B | ||
| Q2 24 | $1.5B | $1.6B | ||
| Q1 24 | $1.5B | $1.6B |
| Q4 25 | 0.43× | — | ||
| Q3 25 | 0.47× | 0.00× | ||
| Q2 25 | 0.52× | 0.00× | ||
| Q1 25 | 0.56× | 0.00× | ||
| Q4 24 | 0.51× | 0.00× | ||
| Q3 24 | 0.54× | 0.00× | ||
| Q2 24 | 0.59× | 0.00× | ||
| Q1 24 | 0.62× | 0.00× |
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 | $50.1M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $25.2M |
| 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% | 11.8% |
| 现金转化率经营现金流/净利润 | 1.46× | 2.19× |
| 过去12个月自由现金流最近4个季度 | $420.6M | $64.5M |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | — | ||
| Q3 25 | $40.4M | $50.1M | ||
| Q2 25 | $50.9M | $31.5M | ||
| Q1 25 | $157.9M | $78.5M | ||
| Q4 24 | $372.8M | $68.4M | ||
| Q3 24 | $112.8M | $75.1M | ||
| Q2 24 | $75.9M | $76.5M | ||
| Q1 24 | $147.0M | $41.5M |
| Q4 25 | $171.6M | — | ||
| Q3 25 | $40.4M | $25.2M | ||
| Q2 25 | $50.9M | $-29.1M | ||
| Q1 25 | $157.7M | $43.3M | ||
| Q4 24 | $371.3M | $25.2M | ||
| Q3 24 | $112.4M | $50.7M | ||
| Q2 24 | $75.2M | $56.5M | ||
| Q1 24 | $146.9M | $-1.8M |
| Q4 25 | 51.2% | — | ||
| Q3 25 | 13.4% | 12.0% | ||
| Q2 25 | 18.0% | -13.8% | ||
| Q1 25 | 56.9% | 20.4% | ||
| Q4 24 | 125.0% | 11.3% | ||
| Q3 24 | 40.2% | 24.0% | ||
| Q2 24 | 27.8% | 26.0% | ||
| Q1 24 | 55.6% | -0.8% |
| Q4 25 | 0.1% | — | ||
| Q3 25 | 0.0% | 11.8% | ||
| Q2 25 | 0.0% | 28.7% | ||
| Q1 25 | 0.1% | 16.6% | ||
| Q4 24 | 0.5% | 19.4% | ||
| Q3 24 | 0.1% | 11.6% | ||
| Q2 24 | 0.2% | 9.2% | ||
| Q1 24 | 0.0% | 20.0% |
| Q4 25 | 1.46× | — | ||
| Q3 25 | 0.60× | 2.19× | ||
| Q2 25 | 0.75× | 3.55× | ||
| Q1 25 | 2.58× | 1.83× | ||
| Q4 24 | 4.26× | 2.02× | ||
| Q3 24 | 1.54× | 2.18× | ||
| Q2 24 | 1.32× | 2.11× | ||
| Q1 24 | 2.47× | 1.59× |
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
PLAB
| High End Integrated Circuits | $53.6M | 25% |
| High End Flat Panel Displays | $53.5M | 25% |
| KR | $43.7M | 21% |
| Other | $42.1M | 20% |
| Mainstream Flat Panel Displays | $9.1M | 4% |
| Transferred At Point In Time | $8.4M | 4% |
