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安朗杰（ALLE）与Bloom Energy Corp（BE）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Bloom Energy Corp的1.4倍（$1.0B vs $751.1M），安朗杰净利率更高（13.4% vs 9.4%，领先4.0%），安朗杰同比增速更快（9.7% vs -3.4%），过去两年Bloom Energy Corp的营收复合增速更高（51.7% 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
Bloom Energy Corp是一家能源技术企业，由印裔美国工程师、发明家、企业家KR·斯里达尔创立，他同时担任公司董事长兼首席执行官。斯里达尔此前曾任亚利桑那大学航空航天与机械工程教授、空间技术实验室主任，曾为NASA提供顾问服务，现为美国国家工程院院士。
ALLE vs BE — 直观对比
营收规模更大
ALLE
是对方的1.4倍
$751.1M
营收增速更快
ALLE
高出13.2%
-3.4%
净利率更高
ALLE
高出4.0%
9.4%
两年增速更快
BE
近两年复合增速
3.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $751.1M |
| 净利润 | $138.1M | $70.7M |
| 毛利率 | 44.0% | 30.0% |
| 营业利润率 | 18.9% | 17.3% |
| 净利率 | 13.4% | 9.4% |
| 营收同比 | 9.7% | -3.4% |
| 净利润同比 | -6.8% | 396.7% |
| 每股收益（稀释后） | — | $0.44 |
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ALLEBE
| Q1 26 | $1.0B | $751.1M | ||
| Q4 25 | $1.0B | $772.8M | ||
| Q3 25 | $1.1B | $513.3M | ||
| Q2 25 | $1.0B | $396.3M | ||
| Q1 25 | $941.9M | $319.3M | ||
| Q4 24 | $945.6M | $567.0M | ||
| Q3 24 | $967.1M | $321.8M | ||
| Q2 24 | $965.6M | $326.5M |
净利润ALLEBE
| Q1 26 | $138.1M | $70.7M | ||
| Q4 25 | $147.5M | $1.4M | ||
| Q3 25 | $188.4M | $-23.0M | ||
| Q2 25 | $159.7M | $-42.2M | ||
| Q1 25 | $148.2M | $-23.4M | ||
| Q4 24 | $144.1M | $105.2M | ||
| Q3 24 | $174.2M | $-14.6M | ||
| Q2 24 | $155.4M | $-61.2M |
毛利率ALLEBE
| Q1 26 | 44.0% | 30.0% | ||
| Q4 25 | 44.5% | 31.0% | ||
| Q3 25 | 45.8% | 29.5% | ||
| Q2 25 | 45.6% | 27.0% | ||
| Q1 25 | 44.9% | 27.8% | ||
| Q4 24 | 44.1% | 38.7% | ||
| Q3 24 | 44.7% | 24.5% | ||
| Q2 24 | 44.4% | 21.0% |
营业利润率ALLEBE
| Q1 26 | 18.9% | 17.3% | ||
| Q4 25 | 20.3% | 11.3% | ||
| Q3 25 | 21.8% | 1.5% | ||
| Q2 25 | 21.5% | -0.9% | ||
| Q1 25 | 20.9% | -6.0% | ||
| Q4 24 | 19.5% | 18.5% | ||
| Q3 24 | 22.2% | -3.0% | ||
| Q2 24 | 21.6% | -7.1% |
净利率ALLEBE
| Q1 26 | 13.4% | 9.4% | ||
| Q4 25 | 14.3% | 0.2% | ||
| Q3 25 | 17.6% | -4.5% | ||
| Q2 25 | 15.6% | -10.6% | ||
| Q1 25 | 15.7% | -7.3% | ||
| Q4 24 | 15.2% | 18.5% | ||
| Q3 24 | 18.0% | -4.5% | ||
| Q2 24 | 16.1% | -18.7% |
每股收益（稀释后）ALLEBE
| Q1 26 | — | $0.44 | ||
| Q4 25 | $1.70 | $99.91 | ||
| Q3 25 | $2.18 | $-100.00 | ||
| Q2 25 | $1.85 | $-0.18 | ||
| Q1 25 | $1.71 | $-0.10 | ||
| Q4 24 | $1.65 | $0.45 | ||
| Q3 24 | $1.99 | $-0.06 | ||
| Q2 24 | $1.77 | $-0.27 |
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 | — |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.1B | $948.0K |
| 总资产 | $5.3B | $4.7B |
| 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ALLEBE
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $2.5B | ||
| Q3 25 | $302.7M | $595.1M | ||
| Q2 25 | $656.8M | $574.8M | ||
| Q1 25 | $494.5M | $794.8M | ||
| Q4 24 | $503.8M | $802.9M | ||
| Q3 24 | $878.9M | $495.7M | ||
| Q2 24 | $747.5M | $581.7M |
总债务ALLEBE
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $2.6B | ||
| Q3 25 | $2.1B | $1.1B | ||
| Q2 25 | $2.1B | $1.1B | ||
| Q1 25 | $2.0B | $1.1B | ||
| Q4 24 | $2.0B | $1.1B | ||
| Q3 24 | $2.4B | $1.1B | ||
| Q2 24 | $2.4B | $1.1B |
股东权益ALLEBE
| Q1 26 | $2.1B | $948.0K | ||
| Q4 25 | $2.1B | $768.6M | ||
| Q3 25 | $1.9B | $653.1M | ||
| Q2 25 | $1.8B | $594.6M | ||
| Q1 25 | $1.6B | $578.3M | ||
| Q4 24 | $1.5B | $562.5M | ||
| Q3 24 | $1.6B | $430.9M | ||
| Q2 24 | $1.4B | $423.3M |
总资产ALLEBE
| Q1 26 | $5.3B | $4.7B | ||
| Q4 25 | $5.2B | $4.4B | ||
| Q3 25 | $5.2B | $2.6B | ||
| Q2 25 | $4.9B | $2.5B | ||
| Q1 25 | $4.6B | $2.6B | ||
| Q4 24 | $4.5B | $2.7B | ||
| Q3 24 | $5.0B | $2.6B | ||
| Q2 24 | $4.8B | $2.5B |
负债/权益比ALLEBE
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | 3.41× | ||
| Q3 25 | 1.07× | 1.73× | ||
| Q2 25 | 1.16× | 1.91× | ||
| Q1 25 | 1.24× | 1.96× | ||
| Q4 24 | 1.33× | 2.01× | ||
| Q3 24 | 1.53× | 2.62× | ||
| Q2 24 | 1.69× | 2.66× |
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ALLEBE
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $418.1M | ||
| Q3 25 | $229.5M | $19.7M | ||
| Q2 25 | $209.7M | $-213.1M | ||
| Q1 25 | $104.5M | $-110.7M | ||
| Q4 24 | $219.0M | $484.2M | ||
| Q3 24 | $231.9M | $-69.5M | ||
| Q2 24 | $173.0M | $-175.5M |
自由现金流ALLEBE
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $395.1M | ||
| Q3 25 | $209.8M | $7.4M | ||
| Q2 25 | $192.0M | $-220.4M | ||
| Q1 25 | $83.4M | $-124.9M | ||
| Q4 24 | $194.9M | $473.1M | ||
| Q3 24 | $212.0M | $-83.8M | ||
| Q2 24 | $152.1M | $-187.5M |
自由现金流率ALLEBE
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 51.1% | ||
| Q3 25 | 19.6% | 1.4% | ||
| Q2 25 | 18.8% | -55.6% | ||
| Q1 25 | 8.9% | -39.1% | ||
| Q4 24 | 20.6% | 83.4% | ||
| Q3 24 | 21.9% | -26.0% | ||
| Q2 24 | 15.8% | -57.4% |
资本支出强度ALLEBE
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 3.0% | ||
| Q3 25 | 1.8% | 2.4% | ||
| Q2 25 | 1.7% | 1.8% | ||
| Q1 25 | 2.2% | 4.5% | ||
| Q4 24 | 2.5% | 2.0% | ||
| Q3 24 | 2.1% | 4.4% | ||
| Q2 24 | 2.2% | 3.7% |
现金转化率ALLEBE
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 293.18× | ||
| Q3 25 | 1.22× | — | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 1.52× | 4.60× | ||
| Q3 24 | 1.33× | — | ||
| Q2 24 | 1.11× | — |
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% |
BE
| Product | $653.3M | 87% |
| Service | $61.9M | 8% |
| Installation | $25.9M | 3% |
| Electricity | $9.9M | 1% |
