vs
安朗杰（ALLE）与AvalonBay Communities（AVB）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AvalonBay Communities的1.3倍（$1.0B vs $767.9M），AvalonBay Communities净利率更高（9040.6% vs 13.4%，领先9027.2%），安朗杰同比增速更快（9.7% vs 3.7%），过去两年AvalonBay Communities的营收复合增速更高（3.8% vs 3.5%）
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
AvalonBay Communities是一家公开上市的房地产投资信托（REIT），核心业务聚焦公寓类不动产的投资与运营，旗下持有并管理大量区位优质的公寓项目，为租户提供高品质居住服务，在北美住宅地产投资领域拥有较高知名度。
ALLE vs AVB — 直观对比
营收规模更大
ALLE
是对方的1.3倍
$767.9M
营收增速更快
ALLE
高出6.0%
3.7%
净利率更高
AVB
高出9027.2%
13.4%
两年增速更快
AVB
近两年复合增速
3.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $767.9M |
| 净利润 | $138.1M | $166.0M |
| 毛利率 | 44.0% | — |
| 营业利润率 | 18.9% | 64.2% |
| 净利率 | 13.4% | 9040.6% |
| 营收同比 | 9.7% | 3.7% |
| 净利润同比 | -6.8% | -41.2% |
| 每股收益（稀释后） | — | $1.18 |
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ALLEAVB
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $767.9M | ||
| Q3 25 | $1.1B | $766.8M | ||
| Q2 25 | $1.0B | $760.2M | ||
| Q1 25 | $941.9M | $745.9M | ||
| Q4 24 | $945.6M | $740.5M | ||
| Q3 24 | $967.1M | $734.3M | ||
| Q2 24 | $965.6M | $726.0M |
净利润ALLEAVB
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $166.0M | ||
| Q3 25 | $188.4M | $381.3M | ||
| Q2 25 | $159.7M | $268.7M | ||
| Q1 25 | $148.2M | $236.6M | ||
| Q4 24 | $144.1M | $282.1M | ||
| Q3 24 | $174.2M | $372.5M | ||
| Q2 24 | $155.4M | $253.9M |
毛利率ALLEAVB
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | — | ||
| Q3 25 | 45.8% | — | ||
| Q2 25 | 45.6% | — | ||
| Q1 25 | 44.9% | — | ||
| Q4 24 | 44.1% | — | ||
| Q3 24 | 44.7% | — | ||
| Q2 24 | 44.4% | — |
营业利润率ALLEAVB
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 64.2% | ||
| Q3 25 | 21.8% | 65.7% | ||
| Q2 25 | 21.5% | 67.6% | ||
| Q1 25 | 20.9% | 68.5% | ||
| Q4 24 | 19.5% | 63.1% | ||
| Q3 24 | 22.2% | 65.4% | ||
| Q2 24 | 21.6% | 66.6% |
净利率ALLEAVB
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | 9040.6% | ||
| Q3 25 | 17.6% | 49.7% | ||
| Q2 25 | 15.6% | 35.3% | ||
| Q1 25 | 15.7% | 31.7% | ||
| Q4 24 | 15.2% | 38.1% | ||
| Q3 24 | 18.0% | 50.7% | ||
| Q2 24 | 16.1% | 35.0% |
每股收益（稀释后）ALLEAVB
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $1.18 | ||
| Q3 25 | $2.18 | $2.68 | ||
| Q2 25 | $1.85 | $1.88 | ||
| Q1 25 | $1.71 | $1.66 | ||
| Q4 24 | $1.65 | $1.99 | ||
| Q3 24 | $1.99 | $2.61 | ||
| Q2 24 | $1.77 | $1.78 |
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 | $308.9M | $187.2M |
| 总债务越低越好 | $2.0B | $9.3B |
| 股东权益账面价值 | $2.1B | $11.6B |
| 总资产 | $5.3B | $22.2B |
| 负债/权益比越低杠杆越低 | 0.97× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资ALLEAVB
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $187.2M | ||
| Q3 25 | $302.7M | $123.3M | ||
| Q2 25 | $656.8M | $102.8M | ||
| Q1 25 | $494.5M | $53.3M | ||
| Q4 24 | $503.8M | $108.6M | ||
| Q3 24 | $878.9M | $552.4M | ||
| Q2 24 | $747.5M | $545.8M |
总债务ALLEAVB
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $9.3B | ||
| Q3 25 | $2.1B | $8.7B | ||
| Q2 25 | $2.1B | $8.7B | ||
| Q1 25 | $2.0B | $8.3B | ||
| Q4 24 | $2.0B | $8.1B | ||
| Q3 24 | $2.4B | $8.4B | ||
| Q2 24 | $2.4B | $8.4B |
股东权益ALLEAVB
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $11.6B | ||
| Q3 25 | $1.9B | $11.9B | ||
| Q2 25 | $1.8B | $11.9B | ||
| Q1 25 | $1.6B | $11.9B | ||
| Q4 24 | $1.5B | $11.9B | ||
| Q3 24 | $1.6B | $11.9B | ||
| Q2 24 | $1.4B | $11.7B |
总资产ALLEAVB
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $22.2B | ||
| Q3 25 | $5.2B | $21.9B | ||
| Q2 25 | $4.9B | $21.8B | ||
| Q1 25 | $4.6B | $21.2B | ||
| Q4 24 | $4.5B | $21.0B | ||
| Q3 24 | $5.0B | $21.3B | ||
| Q2 24 | $4.8B | $21.0B |
负债/权益比ALLEAVB
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | 0.80× | ||
| Q3 25 | 1.07× | 0.73× | ||
| Q2 25 | 1.16× | 0.72× | ||
| Q1 25 | 1.24× | 0.70× | ||
| Q4 24 | 1.33× | 0.68× | ||
| Q3 24 | 1.53× | 0.70× | ||
| Q2 24 | 1.69× | 0.71× |
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 | $101.3M | $1.7B |
| 自由现金流经营现金流 - 资本支出 | — | $1.4B |
| 自由现金流率自由现金流/营收 | — | 183.5% |
| 资本支出强度资本支出/营收 | 2.0% | 34.1% |
| 现金转化率经营现金流/净利润 | 0.73× | 10.07× |
| 过去12个月自由现金流最近4个季度 | — | $2.5B |
8季度趋势，按日历期对齐
经营现金流ALLEAVB
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $1.7B | ||
| Q3 25 | $229.5M | $477.0M | ||
| Q2 25 | $209.7M | $377.8M | ||
| Q1 25 | $104.5M | $415.9M | ||
| Q4 24 | $219.0M | $1.6B | ||
| Q3 24 | $231.9M | $486.2M | ||
| Q2 24 | $173.0M | $380.0M |
自由现金流ALLEAVB
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $1.4B | ||
| Q3 25 | $209.8M | $402.2M | ||
| Q2 25 | $192.0M | $317.1M | ||
| Q1 25 | $83.4M | $367.5M | ||
| Q4 24 | $194.9M | $1.4B | ||
| Q3 24 | $212.0M | $434.2M | ||
| Q2 24 | $152.1M | $333.0M |
自由现金流率ALLEAVB
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 183.5% | ||
| Q3 25 | 19.6% | 52.5% | ||
| Q2 25 | 18.8% | 41.7% | ||
| Q1 25 | 8.9% | 49.3% | ||
| Q4 24 | 20.6% | 191.0% | ||
| Q3 24 | 21.9% | 59.1% | ||
| Q2 24 | 15.8% | 45.9% |
资本支出强度ALLEAVB
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 34.1% | ||
| Q3 25 | 1.8% | 9.8% | ||
| Q2 25 | 1.7% | 8.0% | ||
| Q1 25 | 2.2% | 6.5% | ||
| Q4 24 | 2.5% | 26.1% | ||
| Q3 24 | 2.1% | 7.1% | ||
| Q2 24 | 2.2% | 6.5% |
现金转化率ALLEAVB
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 10.07× | ||
| Q3 25 | 1.22× | 1.25× | ||
| Q2 25 | 1.31× | 1.41× | ||
| Q1 25 | 0.71× | 1.76× | ||
| Q4 24 | 1.52× | 5.70× | ||
| Q3 24 | 1.33× | 1.31× | ||
| Q2 24 | 1.11× | 1.50× |
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
| Allegion Americas | $809.9M | 78% |
| Allegion International | $223.7M | 22% |
AVB
暂无分部数据
