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安朗杰（ALLE）与AXIS CAPITAL HOLDINGS LTD（AXS）财务数据对比。点击上方公司名可切换其他公司
AXIS CAPITAL HOLDINGS LTD的季度营收约是安朗杰的1.6倍（$1.6B vs $1.0B），AXIS CAPITAL HOLDINGS LTD净利率更高（15.5% vs 13.4%，领先2.1%），安朗杰同比增速更快（9.7% vs 8.0%），过去两年AXIS CAPITAL HOLDINGS LTD的营收复合增速更高（6.4% 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
AXIS资本控股有限公司是AXIS集团的控股主体，通过百慕大、美国、加拿大、欧洲及新加坡的子公司与分支机构网络，提供各类风险转移产品及服务。保险业务覆盖财产、职业责任、恐怖主义、航运、能源、环境等领域，再保险业务包含财产、职业责任、信用债券等品类。
ALLE vs AXS — 直观对比
营收规模更大
AXS
是对方的1.6倍
$1.0B
营收增速更快
ALLE
高出1.8%
8.0%
净利率更高
AXS
高出2.1%
13.4%
两年增速更快
AXS
近两年复合增速
3.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.6B |
| 净利润 | $138.1M | $254.8M |
| 毛利率 | 44.0% | — |
| 营业利润率 | 18.9% | 15.6% |
| 净利率 | 13.4% | 15.5% |
| 营收同比 | 9.7% | 8.0% |
| 净利润同比 | -6.8% | 31.3% |
| 每股收益（稀释后） | — | — |
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ALLEAXS
| Q1 26 | $1.0B | $1.6B | ||
| Q4 25 | $1.0B | $1.7B | ||
| Q3 25 | $1.1B | $1.7B | ||
| Q2 25 | $1.0B | $1.6B | ||
| Q1 25 | $941.9M | $1.5B | ||
| Q4 24 | $945.6M | $1.5B | ||
| Q3 24 | $967.1M | $1.6B | ||
| Q2 24 | $965.6M | $1.5B |
净利润ALLEAXS
| Q1 26 | $138.1M | $254.8M | ||
| Q4 25 | $147.5M | $289.6M | ||
| Q3 25 | $188.4M | $301.9M | ||
| Q2 25 | $159.7M | $223.4M | ||
| Q1 25 | $148.2M | $194.1M | ||
| Q4 24 | $144.1M | $293.6M | ||
| Q3 24 | $174.2M | $180.7M | ||
| Q2 24 | $155.4M | $212.0M |
毛利率ALLEAXS
| 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ALLEAXS
| Q1 26 | 18.9% | 15.6% | ||
| Q4 25 | 20.3% | 19.0% | ||
| Q3 25 | 21.8% | 22.1% | ||
| Q2 25 | 21.5% | 17.2% | ||
| Q1 25 | 20.9% | 15.5% | ||
| Q4 24 | 19.5% | 18.6% | ||
| Q3 24 | 22.2% | 14.2% | ||
| Q2 24 | 21.6% | 17.4% |
净利率ALLEAXS
| Q1 26 | 13.4% | 15.5% | ||
| Q4 25 | 14.3% | 16.7% | ||
| Q3 25 | 17.6% | 18.0% | ||
| Q2 25 | 15.6% | 13.7% | ||
| Q1 25 | 15.7% | 12.8% | ||
| Q4 24 | 15.2% | 20.0% | ||
| Q3 24 | 18.0% | 11.2% | ||
| Q2 24 | 16.1% | 14.6% |
每股收益（稀释后）ALLEAXS
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $3.63 | ||
| Q3 25 | $2.18 | $3.74 | ||
| Q2 25 | $1.85 | $2.72 | ||
| Q1 25 | $1.71 | $2.26 | ||
| Q4 24 | $1.65 | $3.38 | ||
| Q3 24 | $1.99 | $2.04 | ||
| Q2 24 | $1.77 | $2.40 |
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 | $862.5M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.1B | $6.4B |
| 总资产 | $5.3B | $35.6B |
| 负债/权益比越低杠杆越低 | 0.97× | — |
8季度趋势，按日历期对齐
现金及短期投资ALLEAXS
| Q1 26 | $308.9M | $862.5M | ||
| Q4 25 | $356.2M | $820.3M | ||
| Q3 25 | $302.7M | $825.9M | ||
| Q2 25 | $656.8M | $852.1M | ||
| Q1 25 | $494.5M | $2.8B | ||
| Q4 24 | $503.8M | $2.1B | ||
| Q3 24 | $878.9M | $981.0M | ||
| Q2 24 | $747.5M | $1.1B |
总债务ALLEAXS
| Q1 26 | $2.0B | — | ||
| 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 | — |
股东权益ALLEAXS
| Q1 26 | $2.1B | $6.4B | ||
| Q4 25 | $2.1B | $6.4B | ||
| Q3 25 | $1.9B | $6.4B | ||
| Q2 25 | $1.8B | $6.2B | ||
| Q1 25 | $1.6B | $5.9B | ||
| Q4 24 | $1.5B | $6.1B | ||
| Q3 24 | $1.6B | $6.1B | ||
| Q2 24 | $1.4B | $5.7B |
总资产ALLEAXS
| Q1 26 | $5.3B | $35.6B | ||
| Q4 25 | $5.2B | $34.5B | ||
| Q3 25 | $5.2B | $34.3B | ||
| Q2 25 | $4.9B | $34.2B | ||
| Q1 25 | $4.6B | $33.2B | ||
| Q4 24 | $4.5B | $32.5B | ||
| Q3 24 | $5.0B | $32.7B | ||
| Q2 24 | $4.8B | $32.1B |
负债/权益比ALLEAXS
| Q1 26 | 0.97× | — | ||
| 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× | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 2.0% | — |
| 现金转化率经营现金流/净利润 | 0.73× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ALLEAXS
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $630.4M | ||
| Q3 25 | $229.5M | $673.8M | ||
| Q2 25 | $209.7M | $-1.7B | ||
| Q1 25 | $104.5M | $309.1M | ||
| Q4 24 | $219.0M | $355.5M | ||
| Q3 24 | $231.9M | $587.0M | ||
| Q2 24 | $173.0M | $518.1M |
自由现金流ALLEAXS
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | — | ||
| Q3 25 | $209.8M | — | ||
| Q2 25 | $192.0M | — | ||
| Q1 25 | $83.4M | — | ||
| Q4 24 | $194.9M | — | ||
| Q3 24 | $212.0M | — | ||
| Q2 24 | $152.1M | — |
自由现金流率ALLEAXS
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | — | ||
| Q3 25 | 19.6% | — | ||
| Q2 25 | 18.8% | — | ||
| Q1 25 | 8.9% | — | ||
| Q4 24 | 20.6% | — | ||
| Q3 24 | 21.9% | — | ||
| Q2 24 | 15.8% | — |
资本支出强度ALLEAXS
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 1.7% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 2.1% | — | ||
| Q2 24 | 2.2% | — |
现金转化率ALLEAXS
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 2.18× | ||
| Q3 25 | 1.22× | 2.23× | ||
| Q2 25 | 1.31× | -7.41× | ||
| Q1 25 | 0.71× | 1.59× | ||
| Q4 24 | 1.52× | 1.21× | ||
| Q3 24 | 1.33× | 3.25× | ||
| Q2 24 | 1.11× | 2.44× |
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% |
AXS
暂无分部数据
