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Artisan Partners Asset Management Inc.（APAM）与POWELL INDUSTRIES INC（POWL）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POWELL INDUSTRIES INC的1.3倍（$335.5M vs $251.2M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 16.5%，领先18.7%），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs 4.0%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $41.6M），过去两年Artisan Partners Asset Management Inc.的营收复合增速更高（12.7% vs -0.8%）
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。
Powell Industries Inc.成立于1947年，总部位于美国得克萨斯州休斯敦，是专业的电气设备及集成封装解决方案供应商，产品主要面向工商业市场，用于电力配送环节的监测与控制。
APAM vs POWL — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $251.2M |
| 净利润 | $118.1M | $41.4M |
| 毛利率 | — | 28.4% |
| 营业利润率 | 39.2% | 17.0% |
| 净利率 | 35.2% | 16.5% |
| 营收同比 | 12.9% | 4.0% |
| 净利润同比 | 34.9% | 19.1% |
| 每股收益（稀释后） | $1.36 | $3.40 |
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 | $251.2M | ||
| Q3 25 | $301.3M | $298.0M | ||
| Q2 25 | $282.7M | $286.3M | ||
| Q1 25 | $277.1M | $278.6M | ||
| Q4 24 | $297.1M | $241.4M | ||
| Q3 24 | $279.6M | $275.1M | ||
| Q2 24 | $270.8M | $288.2M | ||
| Q1 24 | $264.4M | $255.1M |
| Q4 25 | $118.1M | $41.4M | ||
| Q3 25 | $66.8M | $51.4M | ||
| Q2 25 | $67.6M | $48.2M | ||
| Q1 25 | $61.1M | $46.3M | ||
| Q4 24 | $87.5M | $34.8M | ||
| Q3 24 | $73.0M | $46.1M | ||
| Q2 24 | $57.6M | $46.2M | ||
| Q1 24 | $59.5M | $33.5M |
| Q4 25 | — | 28.4% | ||
| Q3 25 | — | 31.4% | ||
| Q2 25 | — | 30.7% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 24.7% | ||
| Q3 24 | — | 29.2% | ||
| Q2 24 | — | 28.4% | ||
| Q1 24 | — | 24.6% |
| Q4 25 | 39.2% | 17.0% | ||
| Q3 25 | 33.8% | 21.2% | ||
| Q2 25 | 28.2% | 21.0% | ||
| Q1 25 | 31.2% | 21.1% | ||
| Q4 24 | 36.7% | 14.7% | ||
| Q3 24 | 33.3% | 20.4% | ||
| Q2 24 | 32.0% | 19.9% | ||
| Q1 24 | 29.4% | 15.5% |
| Q4 25 | 35.2% | 16.5% | ||
| Q3 25 | 22.2% | 17.3% | ||
| Q2 25 | 23.9% | 16.8% | ||
| Q1 25 | 22.1% | 16.6% | ||
| Q4 24 | 29.5% | 14.4% | ||
| Q3 24 | 26.1% | 16.7% | ||
| Q2 24 | 21.3% | 16.0% | ||
| Q1 24 | 22.5% | 13.1% |
| Q4 25 | $1.36 | $3.40 | ||
| Q3 25 | $0.93 | $4.23 | ||
| Q2 25 | $0.94 | $3.96 | ||
| Q1 25 | $0.82 | $3.81 | ||
| Q4 24 | $0.99 | $2.86 | ||
| Q3 24 | $1.03 | $3.77 | ||
| Q2 24 | $0.80 | $3.79 | ||
| Q1 24 | $0.84 | $2.75 |
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 | — | $500.8M |
| 总债务越低越好 | $190.0M | — |
| 股东权益账面价值 | $438.8M | $668.9M |
| 总资产 | $1.6B | $1.1B |
| 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 | — | $500.8M | ||
| Q3 25 | — | $475.5M | ||
| Q2 25 | — | $433.0M | ||
| Q1 25 | — | $389.3M | ||
| Q4 24 | — | $373.4M | ||
| Q3 24 | — | $358.4M | ||
| Q2 24 | — | $374.0M | ||
| Q1 24 | — | $365.3M |
| Q4 25 | $190.0M | — | ||
| Q3 25 | $190.0M | — | ||
| Q2 25 | $200.0M | — | ||
| Q1 25 | $200.0M | — | ||
| Q4 24 | $200.0M | — | ||
| Q3 24 | $200.0M | — | ||
| Q2 24 | $200.0M | — | ||
| Q1 24 | $200.0M | — |
| Q4 25 | $438.8M | $668.9M | ||
| Q3 25 | $402.1M | $640.8M | ||
| Q2 25 | $381.8M | $594.9M | ||
| Q1 25 | $356.5M | $541.4M | ||
| Q4 24 | $388.9M | $496.3M | ||
| Q3 24 | $372.1M | $483.1M | ||
| Q2 24 | $341.2M | $436.7M | ||
| Q1 24 | $320.3M | $393.8M |
| Q4 25 | $1.6B | $1.1B | ||
| Q3 25 | $1.6B | $1.1B | ||
| Q2 25 | $1.4B | $1.0B | ||
| Q1 25 | $1.4B | $965.4M | ||
| Q4 24 | $1.6B | $912.7M | ||
| Q3 24 | $1.6B | $928.2M | ||
| Q2 24 | $1.5B | $869.0M | ||
| Q1 24 | $1.5B | $849.6M |
| Q4 25 | 0.43× | — | ||
| Q3 25 | 0.47× | — | ||
| Q2 25 | 0.52× | — | ||
| Q1 25 | 0.56× | — | ||
| Q4 24 | 0.51× | — | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | 0.59× | — | ||
| 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 | $43.6M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $41.6M |
| 自由现金流率自由现金流/营收 | 51.2% | 16.6% |
| 资本支出强度资本支出/营收 | 0.1% | 0.8% |
| 现金转化率经营现金流/净利润 | 1.46× | 1.05× |
| 过去12个月自由现金流最近4个季度 | $420.6M | $161.5M |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | $43.6M | ||
| Q3 25 | $40.4M | $61.1M | ||
| Q2 25 | $50.9M | $47.4M | ||
| Q1 25 | $157.9M | $22.4M | ||
| Q4 24 | $372.8M | $37.1M | ||
| Q3 24 | $112.8M | $-6.0M | ||
| Q2 24 | $75.9M | $13.8M | ||
| Q1 24 | $147.0M | $17.0M |
| Q4 25 | $171.6M | $41.6M | ||
| Q3 25 | $40.4M | $59.3M | ||
| Q2 25 | $50.9M | $42.3M | ||
| Q1 25 | $157.7M | $18.3M | ||
| Q4 24 | $371.3M | $34.9M | ||
| Q3 24 | $112.4M | $-14.4M | ||
| Q2 24 | $75.2M | $12.4M | ||
| Q1 24 | $146.9M | $16.1M |
| Q4 25 | 51.2% | 16.6% | ||
| Q3 25 | 13.4% | 19.9% | ||
| Q2 25 | 18.0% | 14.8% | ||
| Q1 25 | 56.9% | 6.6% | ||
| Q4 24 | 125.0% | 14.4% | ||
| Q3 24 | 40.2% | -5.3% | ||
| Q2 24 | 27.8% | 4.3% | ||
| Q1 24 | 55.6% | 6.3% |
| Q4 25 | 0.1% | 0.8% | ||
| Q3 25 | 0.0% | 0.6% | ||
| Q2 25 | 0.0% | 1.8% | ||
| Q1 25 | 0.1% | 1.5% | ||
| Q4 24 | 0.5% | 0.9% | ||
| Q3 24 | 0.1% | 3.1% | ||
| Q2 24 | 0.2% | 0.5% | ||
| Q1 24 | 0.0% | 0.4% |
| Q4 25 | 1.46× | 1.05× | ||
| Q3 25 | 0.60× | 1.19× | ||
| Q2 25 | 0.75× | 0.98× | ||
| Q1 25 | 2.58× | 0.48× | ||
| Q4 24 | 4.26× | 1.07× | ||
| Q3 24 | 1.54× | -0.13× | ||
| Q2 24 | 1.32× | 0.30× | ||
| Q1 24 | 2.47× | 0.51× |
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
POWL
| Oil And Gas Service | $97.9M | 39% |
| Electricity | $69.3M | 28% |
| Commercial And Other Industrial | $40.6M | 16% |
| Petrochemical | $22.8M | 9% |
| Other Customers | $12.0M | 5% |
| Light Rail Traction Power Customer | $8.6M | 3% |
