vs
Artisan Partners Asset Management Inc.(APAM)与RPC INC(RES)财务数据对比。点击上方公司名可切换其他公司
RPC INC的季度营收约是Artisan Partners Asset Management Inc.的1.3倍($425.8M vs $335.5M),Artisan Partners Asset Management Inc.净利率更高(35.2% vs -0.7%,领先35.9%),RPC INC同比增速更快(27.0% vs 12.9%),Artisan Partners Asset Management Inc.自由现金流更多($171.6M vs $31.2M),过去两年Artisan Partners Asset Management Inc.的营收复合增速更高(12.7% vs 6.2%)
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。
RPC集团是总部位于英国的企业,曾是欧洲规模最大的塑料包装供应商之一,总部坐落于北安普敦郡的拉什登。该公司此前在伦敦证券交易所上市,2019年被贝瑞全球集团收购,贝瑞全球集团又于2025年被安海斯包装收购。
APAM vs RES — 直观对比
营收规模更大
RES
是对方的1.3倍
$335.5M
营收增速更快
RES
高出14.0%
12.9%
净利率更高
APAM
高出35.9%
-0.7%
自由现金流更多
APAM
多$140.4M
$31.2M
两年增速更快
APAM
近两年复合增速
6.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $335.5M | $425.8M |
| 净利润 | $118.1M | $-3.1M |
| 毛利率 | — | 21.0% |
| 营业利润率 | 39.2% | -0.9% |
| 净利率 | 35.2% | -0.7% |
| 营收同比 | 12.9% | 27.0% |
| 净利润同比 | 34.9% | -124.0% |
| 每股收益(稀释后) | $1.36 | $-0.02 |
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
APAM
RES
| Q4 25 | $335.5M | $425.8M | ||
| Q3 25 | $301.3M | $447.1M | ||
| Q2 25 | $282.7M | $420.8M | ||
| Q1 25 | $277.1M | $332.9M | ||
| Q4 24 | $297.1M | $335.4M | ||
| Q3 24 | $279.6M | $337.7M | ||
| Q2 24 | $270.8M | $364.2M | ||
| Q1 24 | $264.4M | $377.8M |
净利润
APAM
RES
| Q4 25 | $118.1M | $-3.1M | ||
| Q3 25 | $66.8M | $13.0M | ||
| Q2 25 | $67.6M | $10.1M | ||
| Q1 25 | $61.1M | $12.0M | ||
| Q4 24 | $87.5M | $12.8M | ||
| Q3 24 | $73.0M | $18.8M | ||
| Q2 24 | $57.6M | $32.4M | ||
| Q1 24 | $59.5M | $27.5M |
毛利率
APAM
RES
| Q4 25 | — | 21.0% | ||
| Q3 25 | — | 25.1% | ||
| Q2 25 | — | 24.5% | ||
| Q1 25 | — | 26.7% | ||
| Q4 24 | — | 25.4% | ||
| Q3 24 | — | 26.7% | ||
| Q2 24 | — | 28.0% | ||
| Q1 24 | — | 26.8% |
营业利润率
APAM
RES
| Q4 25 | 39.2% | -0.9% | ||
| Q3 25 | 33.8% | 4.7% | ||
| Q2 25 | 28.2% | 3.7% | ||
| Q1 25 | 31.2% | 3.7% | ||
| Q4 24 | 36.7% | 3.1% | ||
| Q3 24 | 33.3% | 5.7% | ||
| Q2 24 | 32.0% | 9.7% | ||
| Q1 24 | 29.4% | 8.6% |
净利率
APAM
RES
| Q4 25 | 35.2% | -0.7% | ||
| Q3 25 | 22.2% | 2.9% | ||
| Q2 25 | 23.9% | 2.4% | ||
| Q1 25 | 22.1% | 3.6% | ||
| Q4 24 | 29.5% | 3.8% | ||
| Q3 24 | 26.1% | 5.6% | ||
| Q2 24 | 21.3% | 8.9% | ||
| Q1 24 | 22.5% | 7.3% |
每股收益(稀释后)
APAM
RES
| Q4 25 | $1.36 | $-0.02 | ||
| Q3 25 | $0.93 | $0.06 | ||
| Q2 25 | $0.94 | $0.05 | ||
| Q1 25 | $0.82 | $0.06 | ||
| Q4 24 | $0.99 | $0.06 | ||
| Q3 24 | $1.03 | $0.09 | ||
| Q2 24 | $0.80 | $0.15 | ||
| Q1 24 | $0.84 | $0.13 |
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 | — | $210.0M |
| 总债务越低越好 | $190.0M | — |
| 股东权益账面价值 | $438.8M | $1.1B |
| 总资产 | $1.6B | $1.5B |
| 负债/权益比越低杠杆越低 | 0.43× | — |
8季度趋势,按日历期对齐
现金及短期投资
APAM
RES
| Q4 25 | — | $210.0M | ||
| Q3 25 | — | $163.5M | ||
| Q2 25 | — | $162.1M | ||
| Q1 25 | — | $326.7M | ||
| Q4 24 | — | $326.0M | ||
| Q3 24 | — | $276.9M | ||
| Q2 24 | — | $261.5M | ||
| Q1 24 | — | $212.2M |
总债务
APAM
RES
| 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 | — |
股东权益
APAM
RES
| Q4 25 | $438.8M | $1.1B | ||
| 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 | $1.1B | ||
| Q1 24 | $320.3M | $1.0B |
总资产
APAM
RES
| Q4 25 | $1.6B | $1.5B | ||
| Q3 25 | $1.6B | $1.5B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.6B | $1.4B | ||
| Q3 24 | $1.6B | $1.3B | ||
| Q2 24 | $1.5B | $1.3B | ||
| Q1 24 | $1.5B | $1.3B |
负债/权益比
APAM
RES
| 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 | $61.9M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $31.2M |
| 自由现金流率自由现金流/营收 | 51.2% | 7.3% |
| 资本支出强度资本支出/营收 | 0.1% | 7.2% |
| 现金转化率经营现金流/净利润 | 1.46× | — |
| 过去12个月自由现金流最近4个季度 | $420.6M | $52.9M |
8季度趋势,按日历期对齐
经营现金流
APAM
RES
| Q4 25 | $172.0M | $61.9M | ||
| Q3 25 | $40.4M | $46.5M | ||
| Q2 25 | $50.9M | $53.1M | ||
| Q1 25 | $157.9M | $39.9M | ||
| Q4 24 | $372.8M | $94.2M | ||
| Q3 24 | $112.8M | $70.7M | ||
| Q2 24 | $75.9M | $127.9M | ||
| Q1 24 | $147.0M | $56.6M |
自由现金流
APAM
RES
| Q4 25 | $171.6M | $31.2M | ||
| Q3 25 | $40.4M | $4.1M | ||
| Q2 25 | $50.9M | $10.0M | ||
| Q1 25 | $157.7M | $7.6M | ||
| Q4 24 | $371.3M | $53.7M | ||
| Q3 24 | $112.4M | $19.1M | ||
| Q2 24 | $75.2M | $52.9M | ||
| Q1 24 | $146.9M | $3.8M |
自由现金流率
APAM
RES
| Q4 25 | 51.2% | 7.3% | ||
| Q3 25 | 13.4% | 0.9% | ||
| Q2 25 | 18.0% | 2.4% | ||
| Q1 25 | 56.9% | 2.3% | ||
| Q4 24 | 125.0% | 16.0% | ||
| Q3 24 | 40.2% | 5.6% | ||
| Q2 24 | 27.8% | 14.5% | ||
| Q1 24 | 55.6% | 1.0% |
资本支出强度
APAM
RES
| Q4 25 | 0.1% | 7.2% | ||
| Q3 25 | 0.0% | 9.5% | ||
| Q2 25 | 0.0% | 10.2% | ||
| Q1 25 | 0.1% | 9.7% | ||
| Q4 24 | 0.5% | 12.1% | ||
| Q3 24 | 0.1% | 15.3% | ||
| Q2 24 | 0.2% | 20.6% | ||
| Q1 24 | 0.0% | 14.0% |
现金转化率
APAM
RES
| Q4 25 | 1.46× | — | ||
| Q3 25 | 0.60× | 3.59× | ||
| Q2 25 | 0.75× | 5.23× | ||
| Q1 25 | 2.58× | 3.31× | ||
| Q4 24 | 4.26× | 7.38× | ||
| Q3 24 | 1.54× | 3.76× | ||
| Q2 24 | 1.32× | 3.95× | ||
| Q1 24 | 2.47× | 2.06× |
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
RES
| Technical Service | $405.2M | 95% |
| Other | $8.8M | 2% |
| Nitrogen | $6.6M | 2% |