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Artisan Partners Asset Management Inc.(APAM)与PREFORMED LINE PRODUCTS CO(PLPC)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PREFORMED LINE PRODUCTS CO的1.9倍($335.5M vs $173.1M),Artisan Partners Asset Management Inc.净利率更高(35.2% vs 4.9%,领先30.3%),Artisan Partners Asset Management Inc.同比增速更快(12.9% vs 3.6%),Artisan Partners Asset Management Inc.自由现金流更多($171.6M vs $11.8M),过去两年Artisan Partners Asset Management Inc.的营收复合增速更高(12.7% vs 10.8%)
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。
预成型线路产品公司(PLPC)研发、生产和销售适用于输配电、通信及可再生能源基建领域的工程硬件组件,服务全球多地的公用事业、网络运营商及工业客户,提供可提升网络可靠性与运营效率的解决方案。
APAM vs PLPC — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $335.5M | $173.1M |
| 净利润 | $118.1M | $8.4M |
| 毛利率 | — | 29.8% |
| 营业利润率 | 39.2% | 6.8% |
| 净利率 | 35.2% | 4.9% |
| 营收同比 | 12.9% | 3.6% |
| 净利润同比 | 34.9% | -19.3% |
| 每股收益(稀释后) | $1.36 | $1.72 |
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 | $173.1M | ||
| Q3 25 | $301.3M | $178.1M | ||
| Q2 25 | $282.7M | $169.6M | ||
| Q1 25 | $277.1M | $148.5M | ||
| Q4 24 | $297.1M | $167.1M | ||
| Q3 24 | $279.6M | $147.0M | ||
| Q2 24 | $270.8M | $138.7M | ||
| Q1 24 | $264.4M | $140.9M |
| Q4 25 | $118.1M | $8.4M | ||
| Q3 25 | $66.8M | $2.6M | ||
| Q2 25 | $67.6M | $12.7M | ||
| Q1 25 | $61.1M | $11.5M | ||
| Q4 24 | $87.5M | $10.5M | ||
| Q3 24 | $73.0M | $7.7M | ||
| Q2 24 | $57.6M | $9.4M | ||
| Q1 24 | $59.5M | $9.6M |
| Q4 25 | — | 29.8% | ||
| Q3 25 | — | 29.7% | ||
| Q2 25 | — | 32.7% | ||
| Q1 25 | — | 32.8% | ||
| Q4 24 | — | 33.3% | ||
| Q3 24 | — | 31.1% | ||
| Q2 24 | — | 31.9% | ||
| Q1 24 | — | 31.3% |
| Q4 25 | 39.2% | 6.8% | ||
| Q3 25 | 33.8% | 7.4% | ||
| Q2 25 | 28.2% | 10.1% | ||
| Q1 25 | 31.2% | 8.8% | ||
| Q4 24 | 36.7% | 10.5% | ||
| Q3 24 | 33.3% | 7.1% | ||
| Q2 24 | 32.0% | 8.1% | ||
| Q1 24 | 29.4% | 8.2% |
| Q4 25 | 35.2% | 4.9% | ||
| Q3 25 | 22.2% | 1.5% | ||
| Q2 25 | 23.9% | 7.5% | ||
| Q1 25 | 22.1% | 7.8% | ||
| Q4 24 | 29.5% | 6.3% | ||
| Q3 24 | 26.1% | 5.2% | ||
| Q2 24 | 21.3% | 6.8% | ||
| Q1 24 | 22.5% | 6.8% |
| Q4 25 | $1.36 | $1.72 | ||
| Q3 25 | $0.93 | $0.53 | ||
| Q2 25 | $0.94 | $2.56 | ||
| Q1 25 | $0.82 | $2.33 | ||
| Q4 24 | $0.99 | $2.13 | ||
| Q3 24 | $1.03 | $1.54 | ||
| Q2 24 | $0.80 | $1.89 | ||
| Q1 24 | $0.84 | $1.94 |
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 | — | — |
| 总债务越低越好 | $190.0M | $38.3M |
| 股东权益账面价值 | $438.8M | $475.5M |
| 总资产 | $1.6B | $653.6M |
| 负债/权益比越低杠杆越低 | 0.43× | 0.08× |
8季度趋势,按日历期对齐
| Q4 25 | $190.0M | $38.3M | ||
| Q3 25 | $190.0M | $36.0M | ||
| Q2 25 | $200.0M | $31.8M | ||
| Q1 25 | $200.0M | $29.1M | ||
| Q4 24 | $200.0M | $20.8M | ||
| Q3 24 | $200.0M | $27.2M | ||
| Q2 24 | $200.0M | $31.6M | ||
| Q1 24 | $200.0M | $55.0M |
| Q4 25 | $438.8M | $475.5M | ||
| Q3 25 | $402.1M | $466.3M | ||
| Q2 25 | $381.8M | $460.7M | ||
| Q1 25 | $356.5M | $435.8M | ||
| Q4 24 | $388.9M | $422.3M | ||
| Q3 24 | $372.1M | $429.0M | ||
| Q2 24 | $341.2M | $416.2M | ||
| Q1 24 | $320.3M | $413.4M |
| Q4 25 | $1.6B | $653.6M | ||
| Q3 25 | $1.6B | $644.6M | ||
| Q2 25 | $1.4B | $631.5M | ||
| Q1 25 | $1.4B | $592.5M | ||
| Q4 24 | $1.6B | $573.9M | ||
| Q3 24 | $1.6B | $592.0M | ||
| Q2 24 | $1.5B | $572.6M | ||
| Q1 24 | $1.5B | $586.1M |
| Q4 25 | 0.43× | 0.08× | ||
| Q3 25 | 0.47× | 0.08× | ||
| Q2 25 | 0.52× | 0.07× | ||
| Q1 25 | 0.56× | 0.07× | ||
| Q4 24 | 0.51× | 0.05× | ||
| Q3 24 | 0.54× | 0.06× | ||
| Q2 24 | 0.59× | 0.08× | ||
| Q1 24 | 0.62× | 0.13× |
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 | $21.9M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $11.8M |
| 自由现金流率自由现金流/营收 | 51.2% | 6.8% |
| 资本支出强度资本支出/营收 | 0.1% | 5.9% |
| 现金转化率经营现金流/净利润 | 1.46× | 2.60× |
| 过去12个月自由现金流最近4个季度 | $420.6M | $33.3M |
8季度趋势,按日历期对齐
| Q4 25 | $172.0M | $21.9M | ||
| Q3 25 | $40.4M | $18.9M | ||
| Q2 25 | $50.9M | $26.9M | ||
| Q1 25 | $157.9M | $5.7M | ||
| Q4 24 | $372.8M | $24.1M | ||
| Q3 24 | $112.8M | $9.4M | ||
| Q2 24 | $75.9M | $28.3M | ||
| Q1 24 | $147.0M | $5.8M |
| Q4 25 | $171.6M | $11.8M | ||
| Q3 25 | $40.4M | $8.3M | ||
| Q2 25 | $50.9M | $18.6M | ||
| Q1 25 | $157.7M | $-5.3M | ||
| Q4 24 | $371.3M | $20.6M | ||
| Q3 24 | $112.4M | $5.8M | ||
| Q2 24 | $75.2M | $24.6M | ||
| Q1 24 | $146.9M | $1.8M |
| Q4 25 | 51.2% | 6.8% | ||
| Q3 25 | 13.4% | 4.7% | ||
| Q2 25 | 18.0% | 10.9% | ||
| Q1 25 | 56.9% | -3.6% | ||
| Q4 24 | 125.0% | 12.3% | ||
| Q3 24 | 40.2% | 3.9% | ||
| Q2 24 | 27.8% | 17.7% | ||
| Q1 24 | 55.6% | 1.3% |
| Q4 25 | 0.1% | 5.9% | ||
| Q3 25 | 0.0% | 6.0% | ||
| Q2 25 | 0.0% | 4.9% | ||
| Q1 25 | 0.1% | 7.4% | ||
| Q4 24 | 0.5% | 2.1% | ||
| Q3 24 | 0.1% | 2.4% | ||
| Q2 24 | 0.2% | 2.7% | ||
| Q1 24 | 0.0% | 2.8% |
| Q4 25 | 1.46× | 2.60× | ||
| Q3 25 | 0.60× | 7.21× | ||
| Q2 25 | 0.75× | 2.12× | ||
| Q1 25 | 2.58× | 0.49× | ||
| Q4 24 | 4.26× | 2.30× | ||
| Q3 24 | 1.54× | 1.22× | ||
| Q2 24 | 1.32× | 3.02× | ||
| Q1 24 | 2.47× | 0.60× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图