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Artisan Partners Asset Management Inc.（APAM）与WillScot Holdings Corp（WSC）财务数据对比。点击上方公司名可切换其他公司
WillScot Holdings Corp的季度营收约是Artisan Partners Asset Management Inc.的1.7倍（$566.0M vs $335.5M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs -33.1%，领先68.3%），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs -6.1%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $149.7M），过去两年Artisan Partners Asset Management Inc.的营收复合增速更高（12.7% vs -1.8%）
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。
WillScot Holdings Corp是北美领先的模块化空间及便携式存储服务供应商，服务覆盖建筑、商业开发、教育、医疗、政府项目、特殊活动等多个领域，为客户提供灵活可扩展的临时及半永久空间解决方案。
APAM vs WSC — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $566.0M |
| 净利润 | $118.1M | $-187.3M |
| 毛利率 | — | 50.4% |
| 营业利润率 | 39.2% | -32.5% |
| 净利率 | 35.2% | -33.1% |
| 营收同比 | 12.9% | -6.1% |
| 净利润同比 | 34.9% | -310.0% |
| 每股收益（稀释后） | $1.36 | $-1.02 |
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 | $566.0M | ||
| Q3 25 | $301.3M | $566.8M | ||
| Q2 25 | $282.7M | $589.1M | ||
| Q1 25 | $277.1M | $559.6M | ||
| Q4 24 | $297.1M | $602.5M | ||
| Q3 24 | $279.6M | $601.4M | ||
| Q2 24 | $270.8M | $604.6M | ||
| Q1 24 | $264.4M | $587.2M |
| Q4 25 | $118.1M | $-187.3M | ||
| Q3 25 | $66.8M | $43.3M | ||
| Q2 25 | $67.6M | $47.9M | ||
| Q1 25 | $61.1M | $43.1M | ||
| Q4 24 | $87.5M | $89.2M | ||
| Q3 24 | $73.0M | $-70.5M | ||
| Q2 24 | $57.6M | $-46.9M | ||
| Q1 24 | $59.5M | $56.2M |
| Q4 25 | — | 50.4% | ||
| Q3 25 | — | 49.7% | ||
| Q2 25 | — | 50.3% | ||
| Q1 25 | — | 53.7% | ||
| Q4 24 | — | 55.8% | ||
| Q3 24 | — | 53.5% | ||
| Q2 24 | — | 54.1% | ||
| Q1 24 | — | 54.0% |
| Q4 25 | 39.2% | -32.5% | ||
| Q3 25 | 33.8% | 21.0% | ||
| Q2 25 | 28.2% | 21.5% | ||
| Q1 25 | 31.2% | 21.3% | ||
| Q4 24 | 36.7% | 28.9% | ||
| Q3 24 | 33.3% | -5.9% | ||
| Q2 24 | 32.0% | -0.9% | ||
| Q1 24 | 29.4% | 22.1% |
| Q4 25 | 35.2% | -33.1% | ||
| Q3 25 | 22.2% | 7.6% | ||
| Q2 25 | 23.9% | 8.1% | ||
| Q1 25 | 22.1% | 7.7% | ||
| Q4 24 | 29.5% | 14.8% | ||
| Q3 24 | 26.1% | -11.7% | ||
| Q2 24 | 21.3% | -7.7% | ||
| Q1 24 | 22.5% | 9.6% |
| Q4 25 | $1.36 | $-1.02 | ||
| Q3 25 | $0.93 | $0.24 | ||
| Q2 25 | $0.94 | $0.26 | ||
| Q1 25 | $0.82 | $0.23 | ||
| Q4 24 | $0.99 | $0.48 | ||
| Q3 24 | $1.03 | $-0.37 | ||
| Q2 24 | $0.80 | $-0.25 | ||
| Q1 24 | $0.84 | $0.29 |
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 | — | $14.6M |
| 总债务越低越好 | $190.0M | $3.6B |
| 股东权益账面价值 | $438.8M | $856.3M |
| 总资产 | $1.6B | $5.8B |
| 负债/权益比越低杠杆越低 | 0.43× | 4.15× |
8季度趋势，按日历期对齐
| Q4 25 | — | $14.6M | ||
| Q3 25 | — | $14.8M | ||
| Q2 25 | — | $12.8M | ||
| Q1 25 | — | $10.7M | ||
| Q4 24 | — | $9.0M | ||
| Q3 24 | — | $11.0M | ||
| Q2 24 | — | $5.9M | ||
| Q1 24 | — | $13.1M |
| Q4 25 | $190.0M | $3.6B | ||
| Q3 25 | $190.0M | $3.6B | ||
| Q2 25 | $200.0M | $3.7B | ||
| Q1 25 | $200.0M | $3.6B | ||
| Q4 24 | $200.0M | $3.7B | ||
| Q3 24 | $200.0M | $3.6B | ||
| Q2 24 | $200.0M | $3.5B | ||
| Q1 24 | $200.0M | $3.5B |
| Q4 25 | $438.8M | $856.3M | ||
| Q3 25 | $402.1M | $1.1B | ||
| Q2 25 | $381.8M | $1.0B | ||
| Q1 25 | $356.5M | $1.0B | ||
| Q4 24 | $388.9M | $1.0B | ||
| Q3 24 | $372.1M | $1.1B | ||
| Q2 24 | $341.2M | $1.2B | ||
| Q1 24 | $320.3M | $1.3B |
| Q4 25 | $1.6B | $5.8B | ||
| Q3 25 | $1.6B | $6.1B | ||
| Q2 25 | $1.4B | $6.1B | ||
| Q1 25 | $1.4B | $6.0B | ||
| Q4 24 | $1.6B | $6.0B | ||
| Q3 24 | $1.6B | $6.0B | ||
| Q2 24 | $1.5B | $6.0B | ||
| Q1 24 | $1.5B | $6.2B |
| Q4 25 | 0.43× | 4.15× | ||
| Q3 25 | 0.47× | 3.39× | ||
| Q2 25 | 0.52× | 3.55× | ||
| Q1 25 | 0.56× | 3.56× | ||
| Q4 24 | 0.51× | 3.62× | ||
| Q3 24 | 0.54× | 3.42× | ||
| Q2 24 | 0.59× | 2.88× | ||
| Q1 24 | 0.62× | 2.63× |
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 | $158.9M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $149.7M |
| 自由现金流率自由现金流/营收 | 51.2% | 26.5% |
| 资本支出强度资本支出/营收 | 0.1% | 1.6% |
| 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 | $737.7M |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | $158.9M | ||
| Q3 25 | $40.4M | $191.2M | ||
| Q2 25 | $50.9M | $205.3M | ||
| Q1 25 | $157.9M | $206.6M | ||
| Q4 24 | $372.8M | $178.9M | ||
| Q3 24 | $112.8M | $-1.6M | ||
| Q2 24 | $75.9M | $175.6M | ||
| Q1 24 | $147.0M | $208.7M |
| Q4 25 | $171.6M | $149.7M | ||
| Q3 25 | $40.4M | $186.9M | ||
| Q2 25 | $50.9M | $199.0M | ||
| Q1 25 | $157.7M | $202.0M | ||
| Q4 24 | $371.3M | $176.6M | ||
| Q3 24 | $112.4M | $-4.9M | ||
| Q2 24 | $75.2M | $169.4M | ||
| Q1 24 | $146.9M | $202.1M |
| Q4 25 | 51.2% | 26.5% | ||
| Q3 25 | 13.4% | 33.0% | ||
| Q2 25 | 18.0% | 33.8% | ||
| Q1 25 | 56.9% | 36.1% | ||
| Q4 24 | 125.0% | 29.3% | ||
| Q3 24 | 40.2% | -0.8% | ||
| Q2 24 | 27.8% | 28.0% | ||
| Q1 24 | 55.6% | 34.4% |
| Q4 25 | 0.1% | 1.6% | ||
| Q3 25 | 0.0% | 0.7% | ||
| Q2 25 | 0.0% | 1.1% | ||
| Q1 25 | 0.1% | 0.8% | ||
| Q4 24 | 0.5% | 0.4% | ||
| Q3 24 | 0.1% | 0.6% | ||
| Q2 24 | 0.2% | 1.0% | ||
| Q1 24 | 0.0% | 1.1% |
| Q4 25 | 1.46× | — | ||
| Q3 25 | 0.60× | 4.41× | ||
| Q2 25 | 0.75× | 4.28× | ||
| Q1 25 | 2.58× | 4.80× | ||
| Q4 24 | 4.26× | 2.01× | ||
| Q3 24 | 1.54× | — | ||
| Q2 24 | 1.32× | — | ||
| Q1 24 | 2.47× | 3.71× |
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
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
