vs
Artisan Partners Asset Management Inc.（APAM）与ROGERS CORP（ROG）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ROGERS CORP的1.7倍（$335.5M vs $200.5M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 2.2%，领先33.0%），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs 5.2%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $1.1M），过去两年Artisan Partners Asset Management Inc.的营收复合增速更高（12.7% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
APAM vs ROG — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $200.5M |
| 净利润 | $118.1M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | 39.2% | — |
| 净利率 | 35.2% | 2.2% |
| 营收同比 | 12.9% | 5.2% |
| 净利润同比 | 34.9% | 421.4% |
| 每股收益（稀释后） | $1.36 | $0.25 |
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
| Q1 26 | — | $200.5M | ||
| Q4 25 | $335.5M | $201.5M | ||
| Q3 25 | $301.3M | $216.0M | ||
| Q2 25 | $282.7M | $202.8M | ||
| Q1 25 | $277.1M | $190.5M | ||
| Q4 24 | $297.1M | $192.2M | ||
| Q3 24 | $279.6M | $210.3M | ||
| Q2 24 | $270.8M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $118.1M | $4.6M | ||
| Q3 25 | $66.8M | $8.6M | ||
| Q2 25 | $67.6M | $-73.6M | ||
| Q1 25 | $61.1M | $-1.4M | ||
| Q4 24 | $87.5M | $-500.0K | ||
| Q3 24 | $73.0M | $10.7M | ||
| Q2 24 | $57.6M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | 39.2% | 3.5% | ||
| Q3 25 | 33.8% | 7.3% | ||
| Q2 25 | 28.2% | -33.3% | ||
| Q1 25 | 31.2% | -0.2% | ||
| Q4 24 | 36.7% | -6.6% | ||
| Q3 24 | 33.3% | 6.9% | ||
| Q2 24 | 32.0% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 35.2% | 2.3% | ||
| Q3 25 | 22.2% | 4.0% | ||
| Q2 25 | 23.9% | -36.3% | ||
| Q1 25 | 22.1% | -0.7% | ||
| Q4 24 | 29.5% | -0.3% | ||
| Q3 24 | 26.1% | 5.1% | ||
| Q2 24 | 21.3% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $1.36 | $0.20 | ||
| Q3 25 | $0.93 | $0.48 | ||
| Q2 25 | $0.94 | $-4.00 | ||
| Q1 25 | $0.82 | $-0.08 | ||
| Q4 24 | $0.99 | $-0.04 | ||
| Q3 24 | $1.03 | $0.58 | ||
| Q2 24 | $0.80 | $0.44 |
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 | — | $195.8M |
| 总债务越低越好 | $190.0M | — |
| 股东权益账面价值 | $438.8M | $1.2B |
| 总资产 | $1.6B | $1.4B |
| 负债/权益比越低杠杆越低 | 0.43× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $195.8M | ||
| Q4 25 | — | $197.0M | ||
| Q3 25 | — | $167.8M | ||
| Q2 25 | — | $157.2M | ||
| Q1 25 | — | $175.6M | ||
| Q4 24 | — | $159.8M | ||
| Q3 24 | — | $146.4M | ||
| Q2 24 | — | $119.9M |
| Q1 26 | — | — | ||
| 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 26 | — | $1.2B | ||
| Q4 25 | $438.8M | $1.2B | ||
| Q3 25 | $402.1M | $1.2B | ||
| Q2 25 | $381.8M | $1.2B | ||
| Q1 25 | $356.5M | $1.3B | ||
| Q4 24 | $388.9M | $1.3B | ||
| Q3 24 | $372.1M | $1.3B | ||
| Q2 24 | $341.2M | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.6B | $1.4B | ||
| Q3 25 | $1.6B | $1.4B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.4B | $1.5B | ||
| Q4 24 | $1.6B | $1.5B | ||
| Q3 24 | $1.6B | $1.5B | ||
| Q2 24 | $1.5B | $1.5B |
| Q1 26 | — | — | ||
| 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× | — |
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 | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $1.1M |
| 自由现金流率自由现金流/营收 | 51.2% | 0.5% |
| 资本支出强度资本支出/营收 | 0.1% | 2.3% |
| 现金转化率经营现金流/净利润 | 1.46× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $420.6M | $70.1M |
8季度趋势，按日历期对齐
| Q1 26 | — | $5.8M | ||
| Q4 25 | $172.0M | $46.9M | ||
| Q3 25 | $40.4M | $28.9M | ||
| Q2 25 | $50.9M | $13.7M | ||
| Q1 25 | $157.9M | $11.7M | ||
| Q4 24 | $372.8M | $33.7M | ||
| Q3 24 | $112.8M | $42.4M | ||
| Q2 24 | $75.9M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $171.6M | $42.2M | ||
| Q3 25 | $40.4M | $21.2M | ||
| Q2 25 | $50.9M | $5.6M | ||
| Q1 25 | $157.7M | $2.1M | ||
| Q4 24 | $371.3M | $18.3M | ||
| Q3 24 | $112.4M | $25.2M | ||
| Q2 24 | $75.2M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 51.2% | 20.9% | ||
| Q3 25 | 13.4% | 9.8% | ||
| Q2 25 | 18.0% | 2.8% | ||
| Q1 25 | 56.9% | 1.1% | ||
| Q4 24 | 125.0% | 9.5% | ||
| Q3 24 | 40.2% | 12.0% | ||
| Q2 24 | 27.8% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.1% | 2.3% | ||
| Q3 25 | 0.0% | 3.6% | ||
| Q2 25 | 0.0% | 4.0% | ||
| Q1 25 | 0.1% | 5.0% | ||
| Q4 24 | 0.5% | 8.0% | ||
| Q3 24 | 0.1% | 8.2% | ||
| Q2 24 | 0.2% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 1.46× | 10.20× | ||
| Q3 25 | 0.60× | 3.36× | ||
| Q2 25 | 0.75× | — | ||
| Q1 25 | 2.58× | — | ||
| Q4 24 | 4.26× | — | ||
| Q3 24 | 1.54× | 3.96× | ||
| Q2 24 | 1.32× | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
