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安朗杰（ALLE）与AZZ INC（AZZ）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AZZ INC的2.7倍（$1.0B vs $385.1M）。安朗杰净利率更高（14.3% vs 4.1%，领先10.1%）。安朗杰同比增速更快（9.3% vs -75.6%）。过去两年安朗杰的营收复合增速更高（7.5% 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
AZZ公司是全球领先的金属防护解决方案供应商，主营热浸镀锌、表面涂层处理服务及特种电气、工业零部件，主要服务于北美及其他核心国际市场的建筑、能源、基建、制造等下游领域。
ALLE vs AZZ — 直观对比
营收规模更大
ALLE
是对方的2.7倍
$385.1M
营收增速更快
ALLE
高出84.9%
-75.6%
净利率更高
ALLE
高出10.1%
4.1%
两年增速更快
ALLE
近两年复合增速
-3.5%
损益表 — Q4 2025 vs Q4 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $385.1M |
| 净利润 | $147.5M | $15.9M |
| 毛利率 | 44.5% | 22.7% |
| 营业利润率 | 20.3% | 14.8% |
| 净利率 | 14.3% | 4.1% |
| 营收同比 | 9.3% | -75.6% |
| 净利润同比 | 2.4% | -21.2% |
| 每股收益（稀释后） | $1.70 | $0.53 |
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ALLEAZZ
| Q4 26 | — | $385.1M | ||
| Q4 25 | $1.0B | $425.7M | ||
| Q3 25 | $1.1B | $417.3M | ||
| Q2 25 | $1.0B | $422.0M | ||
| Q1 25 | $941.9M | $351.9M | ||
| Q4 24 | $945.6M | $403.7M | ||
| Q3 24 | $967.1M | $409.0M | ||
| Q2 24 | $965.6M | $413.2M |
净利润ALLEAZZ
| Q4 26 | — | $15.9M | ||
| Q4 25 | $147.5M | $41.1M | ||
| Q3 25 | $188.4M | $89.3M | ||
| Q2 25 | $159.7M | $170.9M | ||
| Q1 25 | $148.2M | $20.2M | ||
| Q4 24 | $144.1M | $33.6M | ||
| Q3 24 | $174.2M | $35.4M | ||
| Q2 24 | $155.4M | $39.6M |
毛利率ALLEAZZ
| Q4 26 | — | 22.7% | ||
| Q4 25 | 44.5% | 23.9% | ||
| Q3 25 | 45.8% | 24.3% | ||
| Q2 25 | 45.6% | 24.7% | ||
| Q1 25 | 44.9% | 22.4% | ||
| Q4 24 | 44.1% | 24.2% | ||
| Q3 24 | 44.7% | 25.3% | ||
| Q2 24 | 44.4% | 24.8% |
营业利润率ALLEAZZ
| Q4 26 | — | 14.8% | ||
| Q4 25 | 20.3% | 16.3% | ||
| Q3 25 | 21.8% | 16.4% | ||
| Q2 25 | 21.5% | 16.5% | ||
| Q1 25 | 20.9% | 11.5% | ||
| Q4 24 | 19.5% | 14.5% | ||
| Q3 24 | 22.2% | 16.5% | ||
| Q2 24 | 21.6% | 16.9% |
净利率ALLEAZZ
| Q4 26 | — | 4.1% | ||
| Q4 25 | 14.3% | 9.6% | ||
| Q3 25 | 17.6% | 21.4% | ||
| Q2 25 | 15.6% | 40.5% | ||
| Q1 25 | 15.7% | 5.7% | ||
| Q4 24 | 15.2% | 8.3% | ||
| Q3 24 | 18.0% | 8.7% | ||
| Q2 24 | 16.1% | 9.6% |
每股收益（稀释后）ALLEAZZ
| Q4 26 | — | $0.53 | ||
| Q4 25 | $1.70 | $1.36 | ||
| Q3 25 | $2.18 | $2.95 | ||
| Q2 25 | $1.85 | $5.66 | ||
| Q1 25 | $1.71 | $0.87 | ||
| Q4 24 | $1.65 | $1.12 | ||
| Q3 24 | $1.99 | $1.18 | ||
| Q2 24 | $1.77 | $-1.38 |
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 | — |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.1B | $1.3B |
| 总资产 | $5.2B | $2.2B |
| 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ALLEAZZ
| Q4 26 | — | — | ||
| Q4 25 | $356.2M | $623.0K | ||
| Q3 25 | $302.7M | $897.0K | ||
| Q2 25 | $656.8M | $3.0M | ||
| Q1 25 | $494.5M | $1.5M | ||
| Q4 24 | $503.8M | $1.5M | ||
| Q3 24 | $878.9M | $2.2M | ||
| Q2 24 | $747.5M | $10.5M |
总债务ALLEAZZ
| Q4 26 | — | — | ||
| 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ALLEAZZ
| Q4 26 | — | $1.3B | ||
| Q4 25 | $2.1B | $1.3B | ||
| Q3 25 | $1.9B | $1.3B | ||
| Q2 25 | $1.8B | $1.2B | ||
| Q1 25 | $1.6B | $1.0B | ||
| Q4 24 | $1.5B | $1.0B | ||
| Q3 24 | $1.6B | $999.8M | ||
| Q2 24 | $1.4B | $967.2M |
总资产ALLEAZZ
| Q4 26 | — | $2.2B | ||
| Q4 25 | $5.2B | $2.2B | ||
| Q3 25 | $5.2B | $2.2B | ||
| Q2 25 | $4.9B | $2.2B | ||
| Q1 25 | $4.6B | $2.2B | ||
| Q4 24 | $4.5B | $2.2B | ||
| Q3 24 | $5.0B | $2.2B | ||
| Q2 24 | $4.8B | $2.2B |
负债/权益比ALLEAZZ
| Q4 26 | — | — | ||
| 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 | $240.1M | $525.4M |
| 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% | — |
| 现金转化率经营现金流/净利润 | 1.63× | 32.98× |
| 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ALLEAZZ
| Q4 26 | — | $525.4M | ||
| Q4 25 | $240.1M | $79.7M | ||
| Q3 25 | $229.5M | $58.4M | ||
| Q2 25 | $209.7M | $314.8M | ||
| Q1 25 | $104.5M | — | ||
| Q4 24 | $219.0M | $66.2M | ||
| Q3 24 | $231.9M | $47.5M | ||
| Q2 24 | $173.0M | $71.9M |
自由现金流ALLEAZZ
| Q4 26 | — | — | ||
| Q4 25 | $200.5M | $61.2M | ||
| Q3 25 | $209.8M | $39.1M | ||
| Q2 25 | $192.0M | $293.9M | ||
| Q1 25 | $83.4M | — | ||
| Q4 24 | $194.9M | $39.7M | ||
| Q3 24 | $212.0M | $15.4M | ||
| Q2 24 | $152.1M | $44.5M |
自由现金流率ALLEAZZ
| Q4 26 | — | — | ||
| Q4 25 | 19.4% | 14.4% | ||
| Q3 25 | 19.6% | 9.4% | ||
| Q2 25 | 18.8% | 69.6% | ||
| Q1 25 | 8.9% | — | ||
| Q4 24 | 20.6% | 9.8% | ||
| Q3 24 | 21.9% | 3.8% | ||
| Q2 24 | 15.8% | 10.8% |
资本支出强度ALLEAZZ
| Q4 26 | — | — | ||
| Q4 25 | 3.8% | 4.4% | ||
| Q3 25 | 1.8% | 4.6% | ||
| Q2 25 | 1.7% | 5.0% | ||
| Q1 25 | 2.2% | 8.5% | ||
| Q4 24 | 2.5% | 6.6% | ||
| Q3 24 | 2.1% | 7.8% | ||
| Q2 24 | 2.2% | 6.6% |
现金转化率ALLEAZZ
| Q4 26 | — | 32.98× | ||
| Q4 25 | 1.63× | 1.94× | ||
| Q3 25 | 1.22× | 0.65× | ||
| Q2 25 | 1.31× | 1.84× | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 1.52× | 1.97× | ||
| Q3 24 | 1.33× | 1.34× | ||
| Q2 24 | 1.11× | 1.82× |
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% |
AZZ
| Precoat Metals | $203.5M | 53% |
| Metal Coatings | $186.5M | 48% |
