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Artisan Partners Asset Management Inc.（APAM）与ONE Group Hospitality, Inc.（STKS）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ONE Group Hospitality, Inc.的1.6倍（$335.5M vs $207.0M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs -3.1%，领先38.3%），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs -6.7%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $-329.0K），过去两年ONE Group Hospitality, Inc.的营收复合增速更高（56.1% vs 12.7%）
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。
该公司主营劳动力住宿供应，还提供模块化临时住宿服务，这类住宿可应用于油气、采矿作业、大型活动及救灾场景。公司总部位于得克萨斯州伍德兰兹，同时在北达科他州威利斯顿、科罗拉多州丹佛以及阿尔伯塔省卡尔加里设有办事处。
APAM vs STKS — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $207.0M |
| 净利润 | $118.1M | $-6.4M |
| 毛利率 | — | — |
| 营业利润率 | 39.2% | 2.2% |
| 净利率 | 35.2% | -3.1% |
| 营收同比 | 12.9% | -6.7% |
| 净利润同比 | 34.9% | -531.8% |
| 每股收益（稀释后） | $1.36 | $-0.50 |
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 | $207.0M | ||
| Q3 25 | $301.3M | $180.2M | ||
| Q2 25 | $282.7M | $207.4M | ||
| Q1 25 | $277.1M | $211.1M | ||
| Q4 24 | $297.1M | $221.9M | ||
| Q3 24 | $279.6M | $194.0M | ||
| Q2 24 | $270.8M | $172.5M | ||
| Q1 24 | $264.4M | $85.0M |
| Q4 25 | $118.1M | $-6.4M | ||
| Q3 25 | $66.8M | $-76.7M | ||
| Q2 25 | $67.6M | $-10.1M | ||
| Q1 25 | $61.1M | $975.0K | ||
| Q4 24 | $87.5M | $1.5M | ||
| Q3 24 | $73.0M | $-9.3M | ||
| Q2 24 | $57.6M | $-7.3M | ||
| Q1 24 | $59.5M | $-2.1M |
| Q4 25 | 39.2% | 2.2% | ||
| Q3 25 | 33.8% | -4.4% | ||
| Q2 25 | 28.2% | 0.3% | ||
| Q1 25 | 31.2% | 5.1% | ||
| Q4 24 | 36.7% | 5.5% | ||
| Q3 24 | 33.3% | -1.9% | ||
| Q2 24 | 32.0% | 0.6% | ||
| Q1 24 | 29.4% | -0.7% |
| Q4 25 | 35.2% | -3.1% | ||
| Q3 25 | 22.2% | -42.6% | ||
| Q2 25 | 23.9% | -4.9% | ||
| Q1 25 | 22.1% | 0.5% | ||
| Q4 24 | 29.5% | 0.7% | ||
| Q3 24 | 26.1% | -4.8% | ||
| Q2 24 | 21.3% | -4.3% | ||
| Q1 24 | 22.5% | -2.4% |
| Q4 25 | $1.36 | $-0.50 | ||
| Q3 25 | $0.93 | $-2.75 | ||
| Q2 25 | $0.94 | $-0.59 | ||
| Q1 25 | $0.82 | $-0.21 | ||
| Q4 24 | $0.99 | $-0.18 | ||
| Q3 24 | $1.03 | $-0.53 | ||
| Q2 24 | $0.80 | $-0.38 | ||
| Q1 24 | $0.84 | $-0.07 |
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 | — | $4.2M |
| 总债务越低越好 | $190.0M | $354.2M |
| 股东权益账面价值 | $438.8M | $-75.8M |
| 总资产 | $1.6B | $884.2M |
| 负债/权益比越低杠杆越低 | 0.43× | — |
8季度趋势，按日历期对齐
| Q4 25 | — | $4.2M | ||
| Q3 25 | — | $5.5M | ||
| Q2 25 | — | $4.7M | ||
| Q1 25 | — | $21.4M | ||
| Q4 24 | — | $27.6M | ||
| Q3 24 | — | $28.2M | ||
| Q2 24 | — | $32.2M | ||
| Q1 24 | — | $15.4M |
| Q4 25 | $190.0M | $354.2M | ||
| Q3 25 | $190.0M | $355.0M | ||
| Q2 25 | $200.0M | $347.4M | ||
| Q1 25 | $200.0M | $348.3M | ||
| Q4 24 | $200.0M | $348.3M | ||
| Q3 24 | $200.0M | $349.1M | ||
| Q2 24 | $200.0M | $350.0M | ||
| Q1 24 | $200.0M | $73.5M |
| Q4 25 | $438.8M | $-75.8M | ||
| Q3 25 | $402.1M | $-61.5M | ||
| Q2 25 | $381.8M | $23.0M | ||
| Q1 25 | $356.5M | $40.5M | ||
| Q4 24 | $388.9M | $45.9M | ||
| Q3 24 | $372.1M | $51.4M | ||
| Q2 24 | $341.2M | $68.1M | ||
| Q1 24 | $320.3M | $68.3M |
| Q4 25 | $1.6B | $884.2M | ||
| Q3 25 | $1.6B | $879.5M | ||
| Q2 25 | $1.4B | $935.7M | ||
| Q1 25 | $1.4B | $956.0M | ||
| Q4 24 | $1.6B | $960.1M | ||
| Q3 24 | $1.6B | $953.5M | ||
| Q2 24 | $1.5B | $945.9M | ||
| Q1 24 | $1.5B | $309.3M |
| Q4 25 | 0.43× | — | ||
| Q3 25 | 0.47× | — | ||
| Q2 25 | 0.52× | 15.07× | ||
| Q1 25 | 0.56× | 8.61× | ||
| Q4 24 | 0.51× | 7.59× | ||
| Q3 24 | 0.54× | 6.79× | ||
| Q2 24 | 0.59× | 5.14× | ||
| Q1 24 | 0.62× | 1.08× |
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 | $13.1M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $-329.0K |
| 自由现金流率自由现金流/营收 | 51.2% | -0.2% |
| 资本支出强度资本支出/营收 | 0.1% | 6.5% |
| 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 | $-27.3M |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | $13.1M | ||
| Q3 25 | $40.4M | $5.9M | ||
| Q2 25 | $50.9M | $2.8M | ||
| Q1 25 | $157.9M | $8.5M | ||
| Q4 24 | $372.8M | $18.5M | ||
| Q3 24 | $112.8M | $19.1M | ||
| Q2 24 | $75.9M | $-3.8M | ||
| Q1 24 | $147.0M | $10.4M |
| Q4 25 | $171.6M | $-329.0K | ||
| Q3 25 | $40.4M | $-6.1M | ||
| Q2 25 | $50.9M | $-15.0M | ||
| Q1 25 | $157.7M | $-5.8M | ||
| Q4 24 | $371.3M | $733.0K | ||
| Q3 24 | $112.4M | $287.0K | ||
| Q2 24 | $75.2M | $-23.0M | ||
| Q1 24 | $146.9M | $-5.4M |
| Q4 25 | 51.2% | -0.2% | ||
| Q3 25 | 13.4% | -3.4% | ||
| Q2 25 | 18.0% | -7.2% | ||
| Q1 25 | 56.9% | -2.7% | ||
| Q4 24 | 125.0% | 0.3% | ||
| Q3 24 | 40.2% | 0.1% | ||
| Q2 24 | 27.8% | -13.3% | ||
| Q1 24 | 55.6% | -6.4% |
| Q4 25 | 0.1% | 6.5% | ||
| Q3 25 | 0.0% | 6.7% | ||
| Q2 25 | 0.0% | 8.6% | ||
| Q1 25 | 0.1% | 6.8% | ||
| Q4 24 | 0.5% | 8.0% | ||
| Q3 24 | 0.1% | 9.7% | ||
| Q2 24 | 0.2% | 11.1% | ||
| Q1 24 | 0.0% | 18.6% |
| Q4 25 | 1.46× | — | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 0.75× | — | ||
| Q1 25 | 2.58× | 8.76× | ||
| Q4 24 | 4.26× | 12.54× | ||
| Q3 24 | 1.54× | — | ||
| Q2 24 | 1.32× | — | ||
| Q1 24 | 2.47× | — |
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
STKS
| Benihanas | $111.3M | 54% |
| Steakhouse Restaurant | $59.2M | 29% |
| Grill Concepts | $32.3M | 16% |
| Other | $4.2M | 2% |
