vs
Artisan Partners Asset Management Inc.（APAM）与Simpson Manufacturing Co., Inc.（SSD）财务数据对比。点击上方公司名可切换其他公司
Simpson Manufacturing Co., Inc.的季度营收约是Artisan Partners Asset Management Inc.的1.8倍（$588.0M vs $335.5M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 15.0%，领先20.2%），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs 9.1%），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。
辛普森制造是美国领先的建筑材料生产企业，主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品，在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
APAM vs SSD — 直观对比
营收规模更大
SSD
是对方的1.8倍
$335.5M
营收增速更快
APAM
高出3.8%
9.1%
净利率更高
APAM
高出20.2%
15.0%
两年增速更快
APAM
近两年复合增速
-0.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $588.0M |
| 净利润 | $118.1M | $88.2M |
| 毛利率 | — | 45.2% |
| 营业利润率 | 39.2% | 19.5% |
| 净利率 | 35.2% | 15.0% |
| 营收同比 | 12.9% | 9.1% |
| 净利润同比 | 34.9% | 13.3% |
| 每股收益（稀释后） | $1.36 | $2.13 |
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APAMSSD
| Q1 26 | — | $588.0M | ||
| Q4 25 | $335.5M | $539.3M | ||
| Q3 25 | $301.3M | $623.5M | ||
| Q2 25 | $282.7M | $631.1M | ||
| Q1 25 | $277.1M | $538.9M | ||
| Q4 24 | $297.1M | $517.4M | ||
| Q3 24 | $279.6M | $587.2M | ||
| Q2 24 | $270.8M | $597.0M |
净利润APAMSSD
| Q1 26 | — | $88.2M | ||
| Q4 25 | $118.1M | $56.2M | ||
| Q3 25 | $66.8M | $107.4M | ||
| Q2 25 | $67.6M | $103.5M | ||
| Q1 25 | $61.1M | $77.9M | ||
| Q4 24 | $87.5M | $55.4M | ||
| Q3 24 | $73.0M | $93.5M | ||
| Q2 24 | $57.6M | $97.8M |
毛利率APAMSSD
| Q1 26 | — | 45.2% | ||
| Q4 25 | — | 43.4% | ||
| Q3 25 | — | 46.4% | ||
| Q2 25 | — | 46.7% | ||
| Q1 25 | — | 46.8% | ||
| Q4 24 | — | 44.0% | ||
| Q3 24 | — | 46.8% | ||
| Q2 24 | — | 46.7% |
营业利润率APAMSSD
| Q1 26 | — | 19.5% | ||
| Q4 25 | 39.2% | 13.9% | ||
| Q3 25 | 33.8% | 22.6% | ||
| Q2 25 | 28.2% | 22.2% | ||
| Q1 25 | 31.2% | 19.0% | ||
| Q4 24 | 36.7% | 14.8% | ||
| Q3 24 | 33.3% | 21.3% | ||
| Q2 24 | 32.0% | 22.1% |
净利率APAMSSD
| Q1 26 | — | 15.0% | ||
| Q4 25 | 35.2% | 10.4% | ||
| Q3 25 | 22.2% | 17.2% | ||
| Q2 25 | 23.9% | 16.4% | ||
| Q1 25 | 22.1% | 14.5% | ||
| Q4 24 | 29.5% | 10.7% | ||
| Q3 24 | 26.1% | 15.9% | ||
| Q2 24 | 21.3% | 16.4% |
每股收益（稀释后）APAMSSD
| Q1 26 | — | $2.13 | ||
| Q4 25 | $1.36 | $1.34 | ||
| Q3 25 | $0.93 | $2.58 | ||
| Q2 25 | $0.94 | $2.47 | ||
| Q1 25 | $0.82 | $1.85 | ||
| Q4 24 | $0.99 | $1.31 | ||
| Q3 24 | $1.03 | $2.21 | ||
| Q2 24 | $0.80 | $2.31 |
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 | — | $341.0M |
| 总债务越低越好 | $190.0M | — |
| 股东权益账面价值 | $438.8M | $2.1B |
| 总资产 | $1.6B | $3.0B |
| 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APAMSSD
| Q1 26 | — | $341.0M | ||
| Q4 25 | — | $384.1M | ||
| Q3 25 | — | $297.3M | ||
| Q2 25 | — | $190.4M | ||
| Q1 25 | — | $150.3M | ||
| Q4 24 | — | $239.4M | ||
| Q3 24 | — | $339.4M | ||
| Q2 24 | — | $354.9M |
总债务APAMSSD
| Q1 26 | — | — | ||
| Q4 25 | $190.0M | $300.0M | ||
| Q3 25 | $190.0M | $371.3M | ||
| Q2 25 | $200.0M | $376.9M | ||
| Q1 25 | $200.0M | $382.5M | ||
| Q4 24 | $200.0M | $388.1M | ||
| Q3 24 | $200.0M | $393.8M | ||
| Q2 24 | $200.0M | $399.4M |
股东权益APAMSSD
| Q1 26 | — | $2.1B | ||
| Q4 25 | $438.8M | $2.0B | ||
| Q3 25 | $402.1M | $2.0B | ||
| Q2 25 | $381.8M | $1.9B | ||
| Q1 25 | $356.5M | $1.9B | ||
| Q4 24 | $388.9M | $1.8B | ||
| Q3 24 | $372.1M | $1.9B | ||
| Q2 24 | $341.2M | $1.8B |
总资产APAMSSD
| Q1 26 | — | $3.0B | ||
| Q4 25 | $1.6B | $3.1B | ||
| Q3 25 | $1.6B | $3.0B | ||
| Q2 25 | $1.4B | $3.0B | ||
| Q1 25 | $1.4B | $2.8B | ||
| Q4 24 | $1.6B | $2.7B | ||
| Q3 24 | $1.6B | $2.9B | ||
| Q2 24 | $1.5B | $2.8B |
负债/权益比APAMSSD
| Q1 26 | — | — | ||
| Q4 25 | 0.43× | 0.15× | ||
| Q3 25 | 0.47× | 0.19× | ||
| Q2 25 | 0.52× | 0.20× | ||
| Q1 25 | 0.56× | 0.21× | ||
| Q4 24 | 0.51× | 0.21× | ||
| Q3 24 | 0.54× | 0.21× | ||
| Q2 24 | 0.59× | 0.23× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $171.6M | — |
| 自由现金流率自由现金流/营收 | 51.2% | — |
| 资本支出强度资本支出/营收 | 0.1% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流APAMSSD
| Q1 26 | — | — | ||
| Q4 25 | $172.0M | $155.7M | ||
| Q3 25 | $40.4M | $170.2M | ||
| Q2 25 | $50.9M | $125.2M | ||
| Q1 25 | $157.9M | $7.6M | ||
| Q4 24 | $372.8M | $115.8M | ||
| Q3 24 | $112.8M | $103.3M | ||
| Q2 24 | $75.9M | $111.1M |
自由现金流APAMSSD
| Q1 26 | — | — | ||
| Q4 25 | $171.6M | $119.0M | ||
| Q3 25 | $40.4M | $133.9M | ||
| Q2 25 | $50.9M | $87.3M | ||
| Q1 25 | $157.7M | $-42.6M | ||
| Q4 24 | $371.3M | $60.3M | ||
| Q3 24 | $112.4M | $58.1M | ||
| Q2 24 | $75.2M | $70.9M |
自由现金流率APAMSSD
| Q1 26 | — | — | ||
| Q4 25 | 51.2% | 22.1% | ||
| Q3 25 | 13.4% | 21.5% | ||
| Q2 25 | 18.0% | 13.8% | ||
| Q1 25 | 56.9% | -7.9% | ||
| Q4 24 | 125.0% | 11.7% | ||
| Q3 24 | 40.2% | 9.9% | ||
| Q2 24 | 27.8% | 11.9% |
资本支出强度APAMSSD
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 6.8% | ||
| Q3 25 | 0.0% | 5.8% | ||
| Q2 25 | 0.0% | 6.0% | ||
| Q1 25 | 0.1% | 9.3% | ||
| Q4 24 | 0.5% | 10.7% | ||
| Q3 24 | 0.1% | 7.7% | ||
| Q2 24 | 0.2% | 6.7% |
现金转化率APAMSSD
| Q1 26 | — | — | ||
| Q4 25 | 1.46× | 2.77× | ||
| Q3 25 | 0.60× | 1.58× | ||
| Q2 25 | 0.75× | 1.21× | ||
| Q1 25 | 2.58× | 0.10× | ||
| Q4 24 | 4.26× | 2.09× | ||
| Q3 24 | 1.54× | 1.10× | ||
| Q2 24 | 1.32× | 1.14× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
