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安朗杰（ALLE）与Blue Bird Corp（BLBD）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Blue Bird Corp的3.1倍（$1.0B vs $333.1M）。安朗杰净利率更高（14.3% vs 9.2%，领先5.0%）。安朗杰同比增速更快（9.3% vs 6.1%）。安朗杰自由现金流更多（$200.5M vs $31.1M）。过去两年安朗杰的营收复合增速更高（7.5% vs -1.9%）
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
蓝鸟公司是美国知名客车制造企业，总部位于佐治亚州福特瓦利，主打产品为校车，同时业务覆盖多种客车类型的生产，包括城市公交、旅居房车，以及移动图书馆、流动警务指挥中心等特种车辆。
ALLE vs BLBD — 直观对比
营收规模更大
ALLE
是对方的3.1倍
$333.1M
营收增速更快
ALLE
高出3.1%
6.1%
净利率更高
ALLE
高出5.0%
9.2%
自由现金流更多
ALLE
多$169.4M
$31.1M
两年增速更快
ALLE
近两年复合增速
-1.9%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $333.1M |
| 净利润 | $147.5M | $30.8M |
| 毛利率 | 44.5% | 21.4% |
| 营业利润率 | 20.3% | 11.3% |
| 净利率 | 14.3% | 9.2% |
| 营收同比 | 9.3% | 6.1% |
| 净利润同比 | 2.4% | 7.1% |
| 每股收益（稀释后） | $1.70 | $0.94 |
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ALLEBLBD
| Q4 25 | $1.0B | $333.1M | ||
| Q3 25 | $1.1B | $409.4M | ||
| Q2 25 | $1.0B | $398.0M | ||
| Q1 25 | $941.9M | $358.9M | ||
| Q4 24 | $945.6M | $313.9M | ||
| Q3 24 | $967.1M | $350.2M | ||
| Q2 24 | $965.6M | $333.4M | ||
| Q1 24 | $893.9M | $345.9M |
净利润ALLEBLBD
| Q4 25 | $147.5M | $30.8M | ||
| Q3 25 | $188.4M | $36.5M | ||
| Q2 25 | $159.7M | $36.5M | ||
| Q1 25 | $148.2M | $26.0M | ||
| Q4 24 | $144.1M | $28.7M | ||
| Q3 24 | $174.2M | $24.7M | ||
| Q2 24 | $155.4M | $28.7M | ||
| Q1 24 | $123.8M | $26.0M |
毛利率ALLEBLBD
| Q4 25 | 44.5% | 21.4% | ||
| Q3 25 | 45.8% | 21.1% | ||
| Q2 25 | 45.6% | 21.6% | ||
| Q1 25 | 44.9% | 19.7% | ||
| Q4 24 | 44.1% | 19.2% | ||
| Q3 24 | 44.7% | 17.0% | ||
| Q2 24 | 44.4% | 20.8% | ||
| Q1 24 | 43.8% | 18.4% |
营业利润率ALLEBLBD
| Q4 25 | 20.3% | 11.3% | ||
| Q3 25 | 21.8% | 12.3% | ||
| Q2 25 | 21.5% | 12.6% | ||
| Q1 25 | 20.9% | 9.4% | ||
| Q4 24 | 19.5% | 10.5% | ||
| Q3 24 | 22.2% | 7.3% | ||
| Q2 24 | 21.6% | 11.9% | ||
| Q1 24 | 19.3% | 10.4% |
净利率ALLEBLBD
| Q4 25 | 14.3% | 9.2% | ||
| Q3 25 | 17.6% | 8.9% | ||
| Q2 25 | 15.6% | 9.2% | ||
| Q1 25 | 15.7% | 7.3% | ||
| Q4 24 | 15.2% | 9.2% | ||
| Q3 24 | 18.0% | 7.0% | ||
| Q2 24 | 16.1% | 8.6% | ||
| Q1 24 | 13.8% | 7.5% |
每股收益（稀释后）ALLEBLBD
| Q4 25 | $1.70 | $0.94 | ||
| Q3 25 | $2.18 | $1.11 | ||
| Q2 25 | $1.85 | $1.12 | ||
| Q1 25 | $1.71 | $0.79 | ||
| Q4 24 | $1.65 | $0.86 | ||
| Q3 24 | $1.99 | $0.71 | ||
| Q2 24 | $1.77 | $0.85 | ||
| Q1 24 | $1.41 | $0.79 |
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 | $241.7M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.1B | $271.4M |
| 总资产 | $5.2B | $642.3M |
| 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ALLEBLBD
| Q4 25 | $356.2M | $241.7M | ||
| Q3 25 | $302.7M | $229.3M | ||
| Q2 25 | $656.8M | $173.1M | ||
| Q1 25 | $494.5M | $130.7M | ||
| Q4 24 | $503.8M | $136.1M | ||
| Q3 24 | $878.9M | $127.7M | ||
| Q2 24 | $747.5M | $88.4M | ||
| Q1 24 | $391.8M | $93.1M |
总债务ALLEBLBD
| 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ALLEBLBD
| Q4 25 | $2.1B | $271.4M | ||
| Q3 25 | $1.9B | $255.4M | ||
| Q2 25 | $1.8B | $221.8M | ||
| Q1 25 | $1.6B | $190.4M | ||
| Q4 24 | $1.5B | $179.7M | ||
| Q3 24 | $1.6B | $159.6M | ||
| Q2 24 | $1.4B | $137.3M | ||
| Q1 24 | $1.4B | $105.8M |
总资产ALLEBLBD
| Q4 25 | $5.2B | $642.3M | ||
| Q3 25 | $5.2B | $625.3M | ||
| Q2 25 | $4.9B | $575.5M | ||
| Q1 25 | $4.6B | $543.7M | ||
| Q4 24 | $4.5B | $535.2M | ||
| Q3 24 | $5.0B | $524.9M | ||
| Q2 24 | $4.8B | $468.1M | ||
| Q1 24 | $4.3B | $456.5M |
负债/权益比ALLEBLBD
| 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 | $36.6M |
| 自由现金流经营现金流 - 资本支出 | $200.5M | $31.1M |
| 自由现金流率自由现金流/营收 | 19.4% | 9.3% |
| 资本支出强度资本支出/营收 | 3.8% | 1.6% |
| 现金转化率经营现金流/净利润 | 1.63× | 1.19× |
| 过去12个月自由现金流最近4个季度 | $685.7M | $162.6M |
8季度趋势，按日历期对齐
经营现金流ALLEBLBD
| Q4 25 | $240.1M | $36.6M | ||
| Q3 25 | $229.5M | $65.1M | ||
| Q2 25 | $209.7M | $56.9M | ||
| Q1 25 | $104.5M | $27.8M | ||
| Q4 24 | $219.0M | $26.4M | ||
| Q3 24 | $231.9M | $55.4M | ||
| Q2 24 | $173.0M | $989.0K | ||
| Q1 24 | $51.1M | $54.6M |
自由现金流ALLEBLBD
| Q4 25 | $200.5M | $31.1M | ||
| Q3 25 | $209.8M | $60.5M | ||
| Q2 25 | $192.0M | $52.3M | ||
| Q1 25 | $83.4M | $18.7M | ||
| Q4 24 | $194.9M | $21.8M | ||
| Q3 24 | $212.0M | $50.2M | ||
| Q2 24 | $152.1M | $-3.5M | ||
| Q1 24 | $23.9M | $51.8M |
自由现金流率ALLEBLBD
| Q4 25 | 19.4% | 9.3% | ||
| Q3 25 | 19.6% | 14.8% | ||
| Q2 25 | 18.8% | 13.1% | ||
| Q1 25 | 8.9% | 5.2% | ||
| Q4 24 | 20.6% | 7.0% | ||
| Q3 24 | 21.9% | 14.3% | ||
| Q2 24 | 15.8% | -1.1% | ||
| Q1 24 | 2.7% | 15.0% |
资本支出强度ALLEBLBD
| Q4 25 | 3.8% | 1.6% | ||
| Q3 25 | 1.8% | 1.1% | ||
| Q2 25 | 1.7% | 1.2% | ||
| Q1 25 | 2.2% | 2.5% | ||
| Q4 24 | 2.5% | 1.5% | ||
| Q3 24 | 2.1% | 1.5% | ||
| Q2 24 | 2.2% | 1.3% | ||
| Q1 24 | 3.0% | 0.8% |
现金转化率ALLEBLBD
| Q4 25 | 1.63× | 1.19× | ||
| Q3 25 | 1.22× | 1.78× | ||
| Q2 25 | 1.31× | 1.56× | ||
| Q1 25 | 0.71× | 1.07× | ||
| Q4 24 | 1.52× | 0.92× | ||
| Q3 24 | 1.33× | 2.24× | ||
| Q2 24 | 1.11× | 0.03× | ||
| Q1 24 | 0.41× | 2.10× |
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% |
BLBD
| Alternative Fuel Buses | $151.4M | 45% |
| Diesel Buses | $144.9M | 43% |
| Parts | $24.8M | 7% |
| Other | $12.1M | 4% |
