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Artisan Partners Asset Management Inc.（APAM）与GIBRALTAR INDUSTRIES, INC.（ROCK）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GIBRALTAR INDUSTRIES, INC.的1.5倍（$335.5M vs $225.0M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs 12.9%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $26.2M），过去两年Artisan Partners Asset Management Inc.的营收复合增速更高（12.7% vs -12.3%）
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。
直布罗陀工业公司是专业建筑、基础设施及可再生能源产品制造商与分销商，主营通风系统、屋面配件、太阳能安装支架、园林景观产品等，主要服务北美地区住宅、商业建筑及清洁能源市场，专注提供创新可持续的客户解决方案。
APAM vs ROCK — 直观对比
营收规模更大
APAM
是对方的1.5倍
$225.0M
营收增速更快
ROCK
高出12.0%
12.9%
自由现金流更多
APAM
多$145.4M
$26.2M
两年增速更快
APAM
近两年复合增速
-12.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $225.0M |
| 净利润 | $118.1M | — |
| 毛利率 | — | 25.3% |
| 营业利润率 | 39.2% | 7.9% |
| 净利率 | 35.2% | — |
| 营收同比 | 12.9% | 24.9% |
| 净利润同比 | 34.9% | — |
| 每股收益（稀释后） | $1.36 | — |
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APAMROCK
| Q4 25 | $335.5M | $225.0M | ||
| Q3 25 | $301.3M | $310.9M | ||
| Q2 25 | $282.7M | $309.5M | ||
| Q1 25 | $277.1M | $290.0M | ||
| Q4 24 | $297.1M | $180.1M | ||
| Q3 24 | $279.6M | $277.1M | ||
| Q2 24 | $270.8M | $273.6M | ||
| Q1 24 | $264.4M | $292.5M |
净利润APAMROCK
| Q4 25 | $118.1M | — | ||
| Q3 25 | $66.8M | $-89.1M | ||
| Q2 25 | $67.6M | $26.0M | ||
| Q1 25 | $61.1M | $21.1M | ||
| Q4 24 | $87.5M | — | ||
| Q3 24 | $73.0M | $34.0M | ||
| Q2 24 | $57.6M | $32.2M | ||
| Q1 24 | $59.5M | $24.9M |
毛利率APAMROCK
| Q4 25 | — | 25.3% | ||
| Q3 25 | — | 26.6% | ||
| Q2 25 | — | 28.4% | ||
| Q1 25 | — | 26.8% | ||
| Q4 24 | — | 29.0% | ||
| Q3 24 | — | 29.4% | ||
| Q2 24 | — | 30.5% | ||
| Q1 24 | — | 28.9% |
营业利润率APAMROCK
| Q4 25 | 39.2% | 7.9% | ||
| Q3 25 | 33.8% | 12.8% | ||
| Q2 25 | 28.2% | 12.8% | ||
| Q1 25 | 31.2% | 8.8% | ||
| Q4 24 | 36.7% | 13.3% | ||
| Q3 24 | 33.3% | 15.6% | ||
| Q2 24 | 32.0% | 14.9% | ||
| Q1 24 | 29.4% | 10.8% |
净利率APAMROCK
| Q4 25 | 35.2% | — | ||
| Q3 25 | 22.2% | -28.6% | ||
| Q2 25 | 23.9% | 8.4% | ||
| Q1 25 | 22.1% | 7.3% | ||
| Q4 24 | 29.5% | — | ||
| Q3 24 | 26.1% | 12.3% | ||
| Q2 24 | 21.3% | 11.8% | ||
| Q1 24 | 22.5% | 8.5% |
每股收益（稀释后）APAMROCK
| Q4 25 | $1.36 | — | ||
| Q3 25 | $0.93 | $-2.98 | ||
| Q2 25 | $0.94 | $0.87 | ||
| Q1 25 | $0.82 | — | ||
| Q4 24 | $0.99 | — | ||
| Q3 24 | $1.03 | $1.11 | ||
| Q2 24 | $0.80 | $1.05 | ||
| Q1 24 | $0.84 | — |
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 | — | $115.7M |
| 总债务越低越好 | $190.0M | $0 |
| 股东权益账面价值 | $438.8M | $950.4M |
| 总资产 | $1.6B | $1.4B |
| 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
现金及短期投资APAMROCK
| Q4 25 | — | $115.7M | ||
| Q3 25 | — | $89.4M | ||
| Q2 25 | — | $43.3M | ||
| Q1 25 | — | $25.1M | ||
| Q4 24 | — | $269.5M | ||
| Q3 24 | — | $228.9M | ||
| Q2 24 | — | $179.1M | ||
| Q1 24 | — | $146.7M |
总债务APAMROCK
| Q4 25 | $190.0M | $0 | ||
| Q3 25 | $190.0M | $0 | ||
| Q2 25 | $200.0M | $0 | ||
| Q1 25 | $200.0M | $0 | ||
| Q4 24 | $200.0M | $0 | ||
| Q3 24 | $200.0M | $0 | ||
| Q2 24 | $200.0M | $0 | ||
| Q1 24 | $200.0M | $0 |
股东权益APAMROCK
| Q4 25 | $438.8M | $950.4M | ||
| Q3 25 | $402.1M | $951.8M | ||
| Q2 25 | $381.8M | $1.0B | ||
| Q1 25 | $356.5M | $1.0B | ||
| Q4 24 | $388.9M | $1.0B | ||
| Q3 24 | $372.1M | $1.0B | ||
| Q2 24 | $341.2M | $975.7M | ||
| Q1 24 | $320.3M | $940.2M |
总资产APAMROCK
| Q4 25 | $1.6B | $1.4B | ||
| Q3 25 | $1.6B | $1.4B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.6B | $1.4B | ||
| Q3 24 | $1.6B | $1.4B | ||
| Q2 24 | $1.5B | $1.4B | ||
| Q1 24 | $1.5B | $1.3B |
负债/权益比APAMROCK
| Q4 25 | 0.43× | 0.00× | ||
| 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 | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $26.2M |
| 自由现金流率自由现金流/营收 | 51.2% | 11.7% |
| 资本支出强度资本支出/营收 | 0.1% | 4.1% |
| 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 | $120.6M |
8季度趋势，按日历期对齐
经营现金流APAMROCK
| Q4 25 | $172.0M | $35.5M | ||
| Q3 25 | $40.4M | $73.0M | ||
| Q2 25 | $50.9M | $44.9M | ||
| Q1 25 | $157.9M | $13.7M | ||
| Q4 24 | $372.8M | $19.9M | ||
| Q3 24 | $112.8M | $64.7M | ||
| Q2 24 | $75.9M | $36.5M | ||
| Q1 24 | $147.0M | $53.2M |
自由现金流APAMROCK
| Q4 25 | $171.6M | $26.2M | ||
| Q3 25 | $40.4M | $64.8M | ||
| Q2 25 | $50.9M | $27.3M | ||
| Q1 25 | $157.7M | $2.3M | ||
| Q4 24 | $371.3M | $14.1M | ||
| Q3 24 | $112.4M | $60.5M | ||
| Q2 24 | $75.2M | $33.5M | ||
| Q1 24 | $146.9M | $48.8M |
自由现金流率APAMROCK
| Q4 25 | 51.2% | 11.7% | ||
| Q3 25 | 13.4% | 20.8% | ||
| Q2 25 | 18.0% | 8.8% | ||
| Q1 25 | 56.9% | 0.8% | ||
| Q4 24 | 125.0% | 7.8% | ||
| Q3 24 | 40.2% | 21.8% | ||
| Q2 24 | 27.8% | 12.2% | ||
| Q1 24 | 55.6% | 16.7% |
资本支出强度APAMROCK
| Q4 25 | 0.1% | 4.1% | ||
| Q3 25 | 0.0% | 2.6% | ||
| Q2 25 | 0.0% | 5.7% | ||
| Q1 25 | 0.1% | 3.9% | ||
| Q4 24 | 0.5% | 3.3% | ||
| Q3 24 | 0.1% | 1.5% | ||
| Q2 24 | 0.2% | 1.1% | ||
| Q1 24 | 0.0% | 1.5% |
现金转化率APAMROCK
| Q4 25 | 1.46× | — | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 0.75× | 1.73× | ||
| Q1 25 | 2.58× | 0.65× | ||
| Q4 24 | 4.26× | — | ||
| Q3 24 | 1.54× | 1.90× | ||
| Q2 24 | 1.32× | 1.13× | ||
| Q1 24 | 2.47× | 2.13× |
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
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
