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安朗杰(ALLE)与Angi Inc.(ANGI)财务数据对比。点击上方公司名可切换其他公司
安朗杰的季度营收约是Angi Inc.的4.3倍($1.0B vs $240.8M)。安朗杰净利率更高(14.3% vs 3.0%,领先11.3%)。安朗杰同比增速更快(9.3% vs -10.1%)。过去两年安朗杰的营收复合增速更高(7.5% vs -11.2%)
安朗杰是全球知名的安防产品及解决方案供应商,面向全球生产销售机械与电子类安防产品,包括闭门器、出入口控制设备、锁具、电子门禁系统、考勤与人员效能管理系统、门体系统及相关配件,服务商业、公共机构、住宅等多领域终端用户
安吉(Angi Inc.)是一家互联网服务企业,由Angie's List与HomeAdvisor于2017年合并成立。公司最早可追溯到1995年创立的美国家居服务网站Angie's List,该网站最初是在线黄页平台,支持用户查看和发布本地商家与服务商的众包评价。
ALLE vs ANGI — 直观对比
营收规模更大
ALLE
是对方的4.3倍
$240.8M
营收增速更快
ALLE
高出19.4%
-10.1%
净利率更高
ALLE
高出11.3%
3.0%
两年增速更快
ALLE
近两年复合增速
-11.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $240.8M |
| 净利润 | $147.5M | $7.2M |
| 毛利率 | 44.5% | 96.3% |
| 营业利润率 | 20.3% | 2.5% |
| 净利率 | 14.3% | 3.0% |
| 营收同比 | 9.3% | -10.1% |
| 净利润同比 | 2.4% | 661.7% |
| 每股收益(稀释后) | $1.70 | $0.18 |
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
ALLE
ANGI
| Q4 25 | $1.0B | $240.8M | ||
| Q3 25 | $1.1B | $265.6M | ||
| Q2 25 | $1.0B | $278.2M | ||
| Q1 25 | $941.9M | $245.9M | ||
| Q4 24 | $945.6M | $267.9M | ||
| Q3 24 | $967.1M | $296.7M | ||
| Q2 24 | $965.6M | $315.1M | ||
| Q1 24 | $893.9M | $305.4M |
净利润
ALLE
ANGI
| Q4 25 | $147.5M | $7.2M | ||
| Q3 25 | $188.4M | $10.6M | ||
| Q2 25 | $159.7M | $10.9M | ||
| Q1 25 | $148.2M | $15.1M | ||
| Q4 24 | $144.1M | $-1.3M | ||
| Q3 24 | $174.2M | $35.4M | ||
| Q2 24 | $155.4M | $4.1M | ||
| Q1 24 | $123.8M | $-1.3M |
毛利率
ALLE
ANGI
| Q4 25 | 44.5% | 96.3% | ||
| Q3 25 | 45.8% | 95.3% | ||
| Q2 25 | 45.6% | 95.3% | ||
| Q1 25 | 44.9% | 94.7% | ||
| Q4 24 | 44.1% | 94.0% | ||
| Q3 24 | 44.7% | 95.0% | ||
| Q2 24 | 44.4% | 95.5% | ||
| Q1 24 | 43.8% | 95.9% |
营业利润率
ALLE
ANGI
| Q4 25 | 20.3% | 2.5% | ||
| Q3 25 | 21.8% | 8.2% | ||
| Q2 25 | 21.5% | 6.4% | ||
| Q1 25 | 20.9% | 8.1% | ||
| Q4 24 | 19.5% | 0.8% | ||
| Q3 24 | 22.2% | 2.6% | ||
| Q2 24 | 21.6% | 2.9% | ||
| Q1 24 | 19.3% | 0.9% |
净利率
ALLE
ANGI
| Q4 25 | 14.3% | 3.0% | ||
| Q3 25 | 17.6% | 4.0% | ||
| Q2 25 | 15.6% | 3.9% | ||
| Q1 25 | 15.7% | 6.1% | ||
| Q4 24 | 15.2% | -0.5% | ||
| Q3 24 | 18.0% | 11.9% | ||
| Q2 24 | 16.1% | 1.3% | ||
| Q1 24 | 13.8% | -0.4% |
每股收益(稀释后)
ALLE
ANGI
| Q4 25 | $1.70 | $0.18 | ||
| Q3 25 | $2.18 | $0.23 | ||
| Q2 25 | $1.85 | $0.23 | ||
| Q1 25 | $1.71 | $0.30 | ||
| Q4 24 | $1.65 | $-0.03 | ||
| Q3 24 | $1.99 | $0.70 | ||
| Q2 24 | $1.77 | $0.07 | ||
| Q1 24 | $1.41 | $-0.03 |
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 | $356.2M | $303.7M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.1B | $927.4M |
| 总资产 | $5.2B | $1.7B |
| 负债/权益比越低杠杆越低 | 0.96× | — |
8季度趋势,按日历期对齐
现金及短期投资
ALLE
ANGI
| Q4 25 | $356.2M | $303.7M | ||
| Q3 25 | $302.7M | $340.7M | ||
| Q2 25 | $656.8M | $362.5M | ||
| Q1 25 | $494.5M | $386.6M | ||
| Q4 24 | $503.8M | $416.4M | ||
| Q3 24 | $878.9M | $395.2M | ||
| Q2 24 | $747.5M | $384.9M | ||
| Q1 24 | $391.8M | $363.3M |
总债务
ALLE
ANGI
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.0B | — |
股东权益
ALLE
ANGI
| Q4 25 | $2.1B | $927.4M | ||
| Q3 25 | $1.9B | $994.1M | ||
| Q2 25 | $1.8B | $1.0B | ||
| Q1 25 | $1.6B | $1.0B | ||
| Q4 24 | $1.5B | $1.1B | ||
| Q3 24 | $1.6B | $1.1B | ||
| Q2 24 | $1.4B | $1.0B | ||
| Q1 24 | $1.4B | $1.0B |
总资产
ALLE
ANGI
| Q4 25 | $5.2B | $1.7B | ||
| Q3 25 | $5.2B | $1.7B | ||
| Q2 25 | $4.9B | $1.8B | ||
| Q1 25 | $4.6B | $1.8B | ||
| Q4 24 | $4.5B | $1.8B | ||
| Q3 24 | $5.0B | $1.9B | ||
| Q2 24 | $4.8B | $1.9B | ||
| Q1 24 | $4.3B | $1.8B |
负债/权益比
ALLE
ANGI
| Q4 25 | 0.96× | — | ||
| Q3 25 | 1.07× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.24× | — | ||
| Q4 24 | 1.33× | — | ||
| Q3 24 | 1.53× | — | ||
| Q2 24 | 1.69× | — | ||
| Q1 24 | 1.49× | — |
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 | $240.1M | — |
| 自由现金流经营现金流 - 资本支出 | $200.5M | — |
| 自由现金流率自由现金流/营收 | 19.4% | — |
| 资本支出强度资本支出/营收 | 3.8% | 7.8% |
| 现金转化率经营现金流/净利润 | 1.63× | — |
| 过去12个月自由现金流最近4个季度 | $685.7M | — |
8季度趋势,按日历期对齐
经营现金流
ALLE
ANGI
| Q4 25 | $240.1M | — | ||
| Q3 25 | $229.5M | $21.0M | ||
| Q2 25 | $209.7M | $57.1M | ||
| Q1 25 | $104.5M | $-3.1M | ||
| Q4 24 | $219.0M | $40.0M | ||
| Q3 24 | $231.9M | $30.9M | ||
| Q2 24 | $173.0M | $62.7M | ||
| Q1 24 | $51.1M | $22.3M |
自由现金流
ALLE
ANGI
| Q4 25 | $200.5M | — | ||
| Q3 25 | $209.8M | $4.9M | ||
| Q2 25 | $192.0M | $44.9M | ||
| Q1 25 | $83.4M | $-15.7M | ||
| Q4 24 | $194.9M | $27.1M | ||
| Q3 24 | $212.0M | $18.8M | ||
| Q2 24 | $152.1M | $50.0M | ||
| Q1 24 | $23.9M | $9.5M |
自由现金流率
ALLE
ANGI
| Q4 25 | 19.4% | — | ||
| Q3 25 | 19.6% | 1.9% | ||
| Q2 25 | 18.8% | 16.1% | ||
| Q1 25 | 8.9% | -6.4% | ||
| Q4 24 | 20.6% | 10.1% | ||
| Q3 24 | 21.9% | 6.3% | ||
| Q2 24 | 15.8% | 15.9% | ||
| Q1 24 | 2.7% | 3.1% |
资本支出强度
ALLE
ANGI
| Q4 25 | 3.8% | 7.8% | ||
| Q3 25 | 1.8% | 6.0% | ||
| Q2 25 | 1.7% | 4.4% | ||
| Q1 25 | 2.2% | 5.1% | ||
| Q4 24 | 2.5% | 4.8% | ||
| Q3 24 | 2.1% | 4.1% | ||
| Q2 24 | 2.2% | 4.0% | ||
| Q1 24 | 3.0% | 4.2% |
现金转化率
ALLE
ANGI
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.22× | 1.98× | ||
| Q2 25 | 1.31× | 5.24× | ||
| Q1 25 | 0.71× | -0.21× | ||
| Q4 24 | 1.52× | — | ||
| Q3 24 | 1.33× | 0.87× | ||
| Q2 24 | 1.11× | 15.34× | ||
| Q1 24 | 0.41× | — |
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
ALLE
| Products | $750.2M | 73% |
| Allegion International | $237.7M | 23% |
| Services | $45.2M | 4% |
ANGI
| Lead | $166.2M | 69% |
| Other | $28.2M | 12% |
| Advertising | $21.2M | 9% |
| Services | $19.0M | 8% |
| Membership Subscription | $6.2M | 3% |