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安朗杰（ALLE）与BADGER METER INC（BMI）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BADGER METER INC的4.4倍（$1.0B vs $234.1M）。BADGER METER INC净利率更高（14.3% vs 14.3%，领先0.1%）。BADGER METER INC同比增速更快（14.1% vs 9.3%）。安朗杰自由现金流更多（$200.5M vs $50.8M）。过去两年BADGER METER INC的营收复合增速更高（9.2% vs 7.5%）
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
Badger Meter Inc是全球领先的流量测量与控制解决方案供应商，主要服务水务企业、工业、商业及住宅客户群体，核心产品包括智能水表、物联网使用监测系统及配套软件，可帮助客户追踪资源消耗、减少浪费、提升运营效率，核心市场覆盖北美、欧洲及亚太地区。
ALLE vs BMI — 直观对比
营收规模更大
ALLE
是对方的4.4倍
$234.1M
营收增速更快
BMI
高出4.9%
9.3%
净利率更高
BMI
高出0.1%
14.3%
自由现金流更多
ALLE
多$149.7M
$50.8M
两年增速更快
BMI
近两年复合增速
7.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $234.1M |
| 净利润 | $147.5M | $33.6M |
| 毛利率 | 44.5% | 39.7% |
| 营业利润率 | 20.3% | 18.4% |
| 净利率 | 14.3% | 14.3% |
| 营收同比 | 9.3% | 14.1% |
| 净利润同比 | 2.4% | 9.3% |
| 每股收益（稀释后） | $1.70 | $1.13 |
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ALLEBMI
| Q4 25 | $1.0B | $234.1M | ||
| Q3 25 | $1.1B | $222.2M | ||
| Q2 25 | $1.0B | $238.1M | ||
| Q1 25 | $941.9M | $222.2M | ||
| Q4 24 | $945.6M | $205.2M | ||
| Q3 24 | $967.1M | $208.4M | ||
| Q2 24 | $965.6M | $216.7M | ||
| Q1 24 | $893.9M | $196.3M |
净利润ALLEBMI
| Q4 25 | $147.5M | $33.6M | ||
| Q3 25 | $188.4M | $35.1M | ||
| Q2 25 | $159.7M | $34.6M | ||
| Q1 25 | $148.2M | $38.4M | ||
| Q4 24 | $144.1M | $30.7M | ||
| Q3 24 | $174.2M | $32.0M | ||
| Q2 24 | $155.4M | $33.1M | ||
| Q1 24 | $123.8M | $29.1M |
毛利率ALLEBMI
| Q4 25 | 44.5% | 39.7% | ||
| Q3 25 | 45.8% | 43.1% | ||
| Q2 25 | 45.6% | 41.1% | ||
| Q1 25 | 44.9% | 42.9% | ||
| Q4 24 | 44.1% | 40.3% | ||
| Q3 24 | 44.7% | 40.2% | ||
| Q2 24 | 44.4% | 39.4% | ||
| Q1 24 | 43.8% | 39.3% |
营业利润率ALLEBMI
| Q4 25 | 20.3% | 18.4% | ||
| Q3 25 | 21.8% | 20.7% | ||
| Q2 25 | 21.5% | 18.8% | ||
| Q1 25 | 20.9% | 22.2% | ||
| Q4 24 | 19.5% | 19.1% | ||
| Q3 24 | 22.2% | 19.5% | ||
| Q2 24 | 21.6% | 19.2% | ||
| Q1 24 | 19.3% | 18.6% |
净利率ALLEBMI
| Q4 25 | 14.3% | 14.3% | ||
| Q3 25 | 17.6% | 15.8% | ||
| Q2 25 | 15.6% | 14.5% | ||
| Q1 25 | 15.7% | 17.3% | ||
| Q4 24 | 15.2% | 15.0% | ||
| Q3 24 | 18.0% | 15.4% | ||
| Q2 24 | 16.1% | 15.3% | ||
| Q1 24 | 13.8% | 14.8% |
每股收益（稀释后）ALLEBMI
| Q4 25 | $1.70 | $1.13 | ||
| Q3 25 | $2.18 | $1.19 | ||
| Q2 25 | $1.85 | $1.17 | ||
| Q1 25 | $1.71 | $1.30 | ||
| Q4 24 | $1.65 | $1.04 | ||
| Q3 24 | $1.99 | $1.08 | ||
| Q2 24 | $1.77 | $1.12 | ||
| Q1 24 | $1.41 | $0.99 |
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 | $713.3M |
| 总资产 | $5.2B | $973.6M |
| 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ALLEBMI
| Q4 25 | $356.2M | — | ||
| Q3 25 | $302.7M | — | ||
| Q2 25 | $656.8M | — | ||
| Q1 25 | $494.5M | — | ||
| Q4 24 | $503.8M | — | ||
| Q3 24 | $878.9M | — | ||
| Q2 24 | $747.5M | — | ||
| Q1 24 | $391.8M | — |
总债务ALLEBMI
| 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ALLEBMI
| Q4 25 | $2.1B | $713.3M | ||
| Q3 25 | $1.9B | $702.5M | ||
| Q2 25 | $1.8B | $677.6M | ||
| Q1 25 | $1.6B | $641.7M | ||
| Q4 24 | $1.5B | $606.2M | ||
| Q3 24 | $1.6B | $591.2M | ||
| Q2 24 | $1.4B | $563.1M | ||
| Q1 24 | $1.4B | $535.6M |
总资产ALLEBMI
| Q4 25 | $5.2B | $973.6M | ||
| Q3 25 | $5.2B | $978.3M | ||
| Q2 25 | $4.9B | $936.4M | ||
| Q1 25 | $4.6B | $899.6M | ||
| Q4 24 | $4.5B | $816.4M | ||
| Q3 24 | $5.0B | $802.9M | ||
| Q2 24 | $4.8B | $781.3M | ||
| Q1 24 | $4.3B | $743.5M |
负债/权益比ALLEBMI
| 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 | $54.8M |
| 自由现金流经营现金流 - 资本支出 | $200.5M | $50.8M |
| 自由现金流率自由现金流/营收 | 19.4% | 21.7% |
| 资本支出强度资本支出/营收 | 3.8% | 1.7% |
| 现金转化率经营现金流/净利润 | 1.63× | 1.63× |
| 过去12个月自由现金流最近4个季度 | $685.7M | $169.7M |
8季度趋势，按日历期对齐
经营现金流ALLEBMI
| Q4 25 | $240.1M | $54.8M | ||
| Q3 25 | $229.5M | $51.3M | ||
| Q2 25 | $209.7M | $44.6M | ||
| Q1 25 | $104.5M | $33.0M | ||
| Q4 24 | $219.0M | $52.1M | ||
| Q3 24 | $231.9M | $45.1M | ||
| Q2 24 | $173.0M | $36.4M | ||
| Q1 24 | $51.1M | $21.5M |
自由现金流ALLEBMI
| Q4 25 | $200.5M | $50.8M | ||
| Q3 25 | $209.8M | $48.2M | ||
| Q2 25 | $192.0M | $40.6M | ||
| Q1 25 | $83.4M | $30.1M | ||
| Q4 24 | $194.9M | $47.4M | ||
| Q3 24 | $212.0M | $42.0M | ||
| Q2 24 | $152.1M | $34.1M | ||
| Q1 24 | $23.9M | $18.8M |
自由现金流率ALLEBMI
| Q4 25 | 19.4% | 21.7% | ||
| Q3 25 | 19.6% | 21.7% | ||
| Q2 25 | 18.8% | 17.1% | ||
| Q1 25 | 8.9% | 13.5% | ||
| Q4 24 | 20.6% | 23.1% | ||
| Q3 24 | 21.9% | 20.1% | ||
| Q2 24 | 15.8% | 15.7% | ||
| Q1 24 | 2.7% | 9.6% |
资本支出强度ALLEBMI
| Q4 25 | 3.8% | 1.7% | ||
| Q3 25 | 1.8% | 1.4% | ||
| Q2 25 | 1.7% | 1.7% | ||
| Q1 25 | 2.2% | 1.3% | ||
| Q4 24 | 2.5% | 2.3% | ||
| Q3 24 | 2.1% | 1.5% | ||
| Q2 24 | 2.2% | 1.1% | ||
| Q1 24 | 3.0% | 1.4% |
现金转化率ALLEBMI
| Q4 25 | 1.63× | 1.63× | ||
| Q3 25 | 1.22× | 1.46× | ||
| Q2 25 | 1.31× | 1.29× | ||
| Q1 25 | 0.71× | 0.86× | ||
| Q4 24 | 1.52× | 1.70× | ||
| Q3 24 | 1.33× | 1.41× | ||
| Q2 24 | 1.11× | 1.10× | ||
| Q1 24 | 0.41× | 0.74× |
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% |
BMI
| Transferred At Point In Time | $198.6M | 85% |
| Transferred Over Time | $22.1M | 9% |
| Other | $13.4M | 6% |
