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Artisan Partners Asset Management Inc.（APAM）与STANDARD MOTOR PRODUCTS, INC.（SMP）财务数据对比。点击上方公司名可切换其他公司
STANDARD MOTOR PRODUCTS, INC.的季度营收约是Artisan Partners Asset Management Inc.的1.1倍（$385.1M vs $335.5M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 2.0%，领先33.2%），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs 12.2%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $-37.6M），过去两年Artisan Partners Asset Management Inc.的营收复合增速更高（12.7% vs 7.8%）
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。
标准汽车产品公司（SMP）是一家汽车零部件制造商与经销商，由埃利亚斯·法伊夫和拉尔夫·范艾伦于1919年合伙创立，1926年完成法人注册，总部位于纽约长岛市，在纽约证券交易所上市。公司目前设有车辆控制、温控、工程解决方案和尼森斯四大运营板块，为汽车售后市场供应相关零部件产品。
APAM vs SMP — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $385.1M |
| 净利润 | $118.1M | $7.9M |
| 毛利率 | — | 31.7% |
| 营业利润率 | 39.2% | 5.6% |
| 净利率 | 35.2% | 2.0% |
| 营收同比 | 12.9% | 12.2% |
| 净利润同比 | 34.9% | 457.9% |
| 每股收益（稀释后） | $1.36 | $0.34 |
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 | $385.1M | ||
| Q3 25 | $301.3M | $498.8M | ||
| Q2 25 | $282.7M | $493.9M | ||
| Q1 25 | $277.1M | $413.4M | ||
| Q4 24 | $297.1M | $343.4M | ||
| Q3 24 | $279.6M | $399.3M | ||
| Q2 24 | $270.8M | $389.8M | ||
| Q1 24 | $264.4M | $331.4M |
| Q4 25 | $118.1M | $7.9M | ||
| Q3 25 | $66.8M | $-4.3M | ||
| Q2 25 | $67.6M | $25.2M | ||
| Q1 25 | $61.1M | $12.6M | ||
| Q4 24 | $87.5M | $-2.2M | ||
| Q3 24 | $73.0M | $3.8M | ||
| Q2 24 | $57.6M | $17.1M | ||
| Q1 24 | $59.5M | $8.8M |
| Q4 25 | — | 31.7% | ||
| Q3 25 | — | 32.4% | ||
| Q2 25 | — | 30.6% | ||
| Q1 25 | — | 30.2% | ||
| Q4 24 | — | 29.4% | ||
| Q3 24 | — | 30.4% | ||
| Q2 24 | — | 28.6% | ||
| Q1 24 | — | 27.0% |
| Q4 25 | 39.2% | 5.6% | ||
| Q3 25 | 33.8% | 9.5% | ||
| Q2 25 | 28.2% | 8.7% | ||
| Q1 25 | 31.2% | 5.9% | ||
| Q4 24 | 36.7% | 1.1% | ||
| Q3 24 | 33.3% | 9.3% | ||
| Q2 24 | 32.0% | 6.4% | ||
| Q1 24 | 29.4% | 4.4% |
| Q4 25 | 35.2% | 2.0% | ||
| Q3 25 | 22.2% | -0.9% | ||
| Q2 25 | 23.9% | 5.1% | ||
| Q1 25 | 22.1% | 3.0% | ||
| Q4 24 | 29.5% | -0.6% | ||
| Q3 24 | 26.1% | 1.0% | ||
| Q2 24 | 21.3% | 4.4% | ||
| Q1 24 | 22.5% | 2.7% |
| Q4 25 | $1.36 | $0.34 | ||
| Q3 25 | $0.93 | $-0.19 | ||
| Q2 25 | $0.94 | $1.13 | ||
| Q1 25 | $0.82 | $0.56 | ||
| Q4 24 | $0.99 | $-0.09 | ||
| Q3 24 | $1.03 | $0.17 | ||
| Q2 24 | $0.80 | $0.77 | ||
| Q1 24 | $0.84 | $0.39 |
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 | $618.7M |
| 股东权益账面价值 | $438.8M | $683.7M |
| 总资产 | $1.6B | $2.0B |
| 负债/权益比越低杠杆越低 | 0.43× | 0.90× |
8季度趋势，按日历期对齐
| Q4 25 | — | — | ||
| Q3 25 | — | $87.2M | ||
| Q2 25 | — | $58.8M | ||
| Q1 25 | — | $50.3M | ||
| Q4 24 | — | $44.4M | ||
| Q3 24 | — | $26.3M | ||
| Q2 24 | — | $26.2M | ||
| Q1 24 | — | $27.1M |
| Q4 25 | $190.0M | $618.7M | ||
| Q3 25 | $190.0M | $589.5M | ||
| Q2 25 | $200.0M | $636.6M | ||
| Q1 25 | $200.0M | $650.6M | ||
| Q4 24 | $200.0M | $562.3M | ||
| Q3 24 | $200.0M | $142.8M | ||
| Q2 24 | $200.0M | $208.2M | ||
| Q1 24 | $200.0M | $214.9M |
| Q4 25 | $438.8M | $683.7M | ||
| Q3 25 | $402.1M | $677.4M | ||
| Q2 25 | $381.8M | $688.6M | ||
| Q1 25 | $356.5M | $638.0M | ||
| Q4 24 | $388.9M | $615.7M | ||
| Q3 24 | $372.1M | $638.8M | ||
| Q2 24 | $341.2M | $640.0M | ||
| Q1 24 | $320.3M | $639.1M |
| Q4 25 | $1.6B | $2.0B | ||
| Q3 25 | $1.6B | $2.0B | ||
| Q2 25 | $1.4B | $2.0B | ||
| Q1 25 | $1.4B | $1.9B | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.6B | $1.4B | ||
| Q2 24 | $1.5B | $1.4B | ||
| Q1 24 | $1.5B | $1.4B |
| Q4 25 | 0.43× | 0.90× | ||
| Q3 25 | 0.47× | 0.87× | ||
| Q2 25 | 0.52× | 0.92× | ||
| Q1 25 | 0.56× | 1.02× | ||
| Q4 24 | 0.51× | 0.91× | ||
| Q3 24 | 0.54× | 0.22× | ||
| Q2 24 | 0.59× | 0.33× | ||
| Q1 24 | 0.62× | 0.34× |
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 | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $-37.6M |
| 自由现金流率自由现金流/营收 | 51.2% | -9.8% |
| 资本支出强度资本支出/营收 | 0.1% | 2.4% |
| 现金转化率经营现金流/净利润 | 1.46× | -3.59× |
| 过去12个月自由现金流最近4个季度 | $420.6M | $18.7M |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | $-28.2M | ||
| Q3 25 | $40.4M | $91.6M | ||
| Q2 25 | $50.9M | $54.3M | ||
| Q1 25 | $157.9M | $-60.2M | ||
| Q4 24 | $372.8M | $-1.5M | ||
| Q3 24 | $112.8M | $88.3M | ||
| Q2 24 | $75.9M | $35.6M | ||
| Q1 24 | $147.0M | $-45.7M |
| Q4 25 | $171.6M | $-37.6M | ||
| Q3 25 | $40.4M | $81.5M | ||
| Q2 25 | $50.9M | $44.2M | ||
| Q1 25 | $157.7M | $-69.4M | ||
| Q4 24 | $371.3M | $-11.4M | ||
| Q3 24 | $112.4M | $77.1M | ||
| Q2 24 | $75.2M | $22.7M | ||
| Q1 24 | $146.9M | $-55.8M |
| Q4 25 | 51.2% | -9.8% | ||
| Q3 25 | 13.4% | 16.3% | ||
| Q2 25 | 18.0% | 8.9% | ||
| Q1 25 | 56.9% | -16.8% | ||
| Q4 24 | 125.0% | -3.3% | ||
| Q3 24 | 40.2% | 19.3% | ||
| Q2 24 | 27.8% | 5.8% | ||
| Q1 24 | 55.6% | -16.8% |
| Q4 25 | 0.1% | 2.4% | ||
| Q3 25 | 0.0% | 2.0% | ||
| Q2 25 | 0.0% | 2.1% | ||
| Q1 25 | 0.1% | 2.2% | ||
| Q4 24 | 0.5% | 2.9% | ||
| Q3 24 | 0.1% | 2.8% | ||
| Q2 24 | 0.2% | 3.3% | ||
| Q1 24 | 0.0% | 3.0% |
| Q4 25 | 1.46× | -3.59× | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 0.75× | 2.15× | ||
| Q1 25 | 2.58× | -4.79× | ||
| Q4 24 | 4.26× | — | ||
| Q3 24 | 1.54× | 23.19× | ||
| Q2 24 | 1.32× | 2.09× | ||
| Q1 24 | 2.47× | -5.18× |
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
SMP
| Engineered Solutions | $66.1M | 17% |
| Electrical And Safety | $63.6M | 17% |
| Temperature Control | $61.5M | 16% |
| Europe Excluding Poland | $55.5M | 14% |
| Other Thermal Components | $30.7M | 8% |
| Air Conditioning | $22.7M | 6% |
| Commercial Vehicle | $19.7M | 5% |
| All Other | $18.9M | 5% |
| PL | $16.0M | 4% |
| Wire Sets And Other | $11.9M | 3% |
| Engine Efficiency | $10.0M | 3% |
| Construction Agriculture | $7.8M | 2% |
