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安朗杰（ALLE）与BWX Technologies, Inc.（BWXT）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BWX Technologies, Inc.的1.2倍（$1.0B vs $885.8M）。安朗杰净利率更高（14.3% vs 10.5%，领先3.8%）。BWX Technologies, Inc.同比增速更快（18.7% vs 9.3%）。安朗杰自由现金流更多（$200.5M vs $56.8M）。过去两年BWX Technologies, Inc.的营收复合增速更高（21.1% 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
BWX Technologies Inc.（简称BWXT）总部位于美国弗吉尼亚州林奇堡，是一家面向全球供应核部件与核燃料的专业企业，产品广泛应用于核电及核工业相关领域，服务覆盖全球多个国家和地区的客户。
ALLE vs BWXT — 直观对比
营收规模更大
ALLE
是对方的1.2倍
$885.8M
营收增速更快
BWXT
高出9.4%
9.3%
净利率更高
ALLE
高出3.8%
10.5%
自由现金流更多
ALLE
多$143.7M
$56.8M
两年增速更快
BWXT
近两年复合增速
7.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $885.8M |
| 净利润 | $147.5M | $93.0M |
| 毛利率 | 44.5% | — |
| 营业利润率 | 20.3% | 10.4% |
| 净利率 | 14.3% | 10.5% |
| 营收同比 | 9.3% | 18.7% |
| 净利润同比 | 2.4% | 30.9% |
| 每股收益（稀释后） | $1.70 | $1.02 |
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ALLEBWXT
| Q4 25 | $1.0B | $885.8M | ||
| Q3 25 | $1.1B | $866.3M | ||
| Q2 25 | $1.0B | $764.0M | ||
| Q1 25 | $941.9M | $682.3M | ||
| Q4 24 | $945.6M | $746.3M | ||
| Q3 24 | $967.1M | $672.0M | ||
| Q2 24 | $965.6M | $681.5M | ||
| Q1 24 | $893.9M | $604.0M |
净利润ALLEBWXT
| Q4 25 | $147.5M | $93.0M | ||
| Q3 25 | $188.4M | $82.1M | ||
| Q2 25 | $159.7M | $78.4M | ||
| Q1 25 | $148.2M | $75.5M | ||
| Q4 24 | $144.1M | $71.0M | ||
| Q3 24 | $174.2M | $69.5M | ||
| Q2 24 | $155.4M | $73.0M | ||
| Q1 24 | $123.8M | $68.5M |
毛利率ALLEBWXT
| Q4 25 | 44.5% | — | ||
| Q3 25 | 45.8% | 21.8% | ||
| Q2 25 | 45.6% | 25.1% | ||
| Q1 25 | 44.9% | 24.2% | ||
| Q4 24 | 44.1% | — | ||
| Q3 24 | 44.7% | 24.4% | ||
| Q2 24 | 44.4% | 24.7% | ||
| Q1 24 | 43.8% | 24.6% |
营业利润率ALLEBWXT
| Q4 25 | 20.3% | 10.4% | ||
| Q3 25 | 21.8% | 13.1% | ||
| Q2 25 | 21.5% | 13.4% | ||
| Q1 25 | 20.9% | 14.2% | ||
| Q4 24 | 19.5% | 12.4% | ||
| Q3 24 | 22.2% | 14.4% | ||
| Q2 24 | 21.6% | 14.5% | ||
| Q1 24 | 19.3% | 15.4% |
净利率ALLEBWXT
| Q4 25 | 14.3% | 10.5% | ||
| Q3 25 | 17.6% | 9.5% | ||
| Q2 25 | 15.6% | 10.3% | ||
| Q1 25 | 15.7% | 11.1% | ||
| Q4 24 | 15.2% | 9.5% | ||
| Q3 24 | 18.0% | 10.3% | ||
| Q2 24 | 16.1% | 10.7% | ||
| Q1 24 | 13.8% | 11.3% |
每股收益（稀释后）ALLEBWXT
| Q4 25 | $1.70 | $1.02 | ||
| Q3 25 | $2.18 | $0.89 | ||
| Q2 25 | $1.85 | $0.85 | ||
| Q1 25 | $1.71 | $0.82 | ||
| Q4 24 | $1.65 | $0.77 | ||
| Q3 24 | $1.99 | $0.76 | ||
| Q2 24 | $1.77 | $0.79 | ||
| Q1 24 | $1.41 | $0.75 |
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 | $499.8M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.1B | $1.2B |
| 总资产 | $5.2B | $4.3B |
| 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ALLEBWXT
| Q4 25 | $356.2M | $499.8M | ||
| Q3 25 | $302.7M | $79.6M | ||
| Q2 25 | $656.8M | $37.0M | ||
| Q1 25 | $494.5M | $55.4M | ||
| Q4 24 | $503.8M | $74.1M | ||
| Q3 24 | $878.9M | $35.5M | ||
| Q2 24 | $747.5M | $48.3M | ||
| Q1 24 | $391.8M | $45.9M |
总债务ALLEBWXT
| 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ALLEBWXT
| Q4 25 | $2.1B | $1.2B | ||
| Q3 25 | $1.9B | $1.2B | ||
| Q2 25 | $1.8B | $1.2B | ||
| Q1 25 | $1.6B | $1.1B | ||
| Q4 24 | $1.5B | $1.1B | ||
| Q3 24 | $1.6B | $1.1B | ||
| Q2 24 | $1.4B | $998.5M | ||
| Q1 24 | $1.4B | $946.2M |
总资产ALLEBWXT
| Q4 25 | $5.2B | $4.3B | ||
| Q3 25 | $5.2B | $3.8B | ||
| Q2 25 | $4.9B | $3.7B | ||
| Q1 25 | $4.6B | $3.1B | ||
| Q4 24 | $4.5B | $2.9B | ||
| Q3 24 | $5.0B | $2.9B | ||
| Q2 24 | $4.8B | $2.8B | ||
| Q1 24 | $4.3B | $2.8B |
负债/权益比ALLEBWXT
| 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 | $127.0M |
| 自由现金流经营现金流 - 资本支出 | $200.5M | $56.8M |
| 自由现金流率自由现金流/营收 | 19.4% | 6.4% |
| 资本支出强度资本支出/营收 | 3.8% | 7.9% |
| 现金转化率经营现金流/净利润 | 1.63× | 1.37× |
| 过去12个月自由现金流最近4个季度 | $685.7M | $295.3M |
8季度趋势，按日历期对齐
经营现金流ALLEBWXT
| Q4 25 | $240.1M | $127.0M | ||
| Q3 25 | $229.5M | $143.2M | ||
| Q2 25 | $209.7M | $159.0M | ||
| Q1 25 | $104.5M | $50.6M | ||
| Q4 24 | $219.0M | $276.9M | ||
| Q3 24 | $231.9M | $32.6M | ||
| Q2 24 | $173.0M | $65.9M | ||
| Q1 24 | $51.1M | $33.0M |
自由现金流ALLEBWXT
| Q4 25 | $200.5M | $56.8M | ||
| Q3 25 | $209.8M | $94.9M | ||
| Q2 25 | $192.0M | $126.3M | ||
| Q1 25 | $83.4M | $17.3M | ||
| Q4 24 | $194.9M | $224.4M | ||
| Q3 24 | $212.0M | $-7.7M | ||
| Q2 24 | $152.1M | $35.5M | ||
| Q1 24 | $23.9M | $2.6M |
自由现金流率ALLEBWXT
| Q4 25 | 19.4% | 6.4% | ||
| Q3 25 | 19.6% | 11.0% | ||
| Q2 25 | 18.8% | 16.5% | ||
| Q1 25 | 8.9% | 2.5% | ||
| Q4 24 | 20.6% | 30.1% | ||
| Q3 24 | 21.9% | -1.1% | ||
| Q2 24 | 15.8% | 5.2% | ||
| Q1 24 | 2.7% | 0.4% |
资本支出强度ALLEBWXT
| Q4 25 | 3.8% | 7.9% | ||
| Q3 25 | 1.8% | 5.6% | ||
| Q2 25 | 1.7% | 4.3% | ||
| Q1 25 | 2.2% | 4.9% | ||
| Q4 24 | 2.5% | 7.0% | ||
| Q3 24 | 2.1% | 6.0% | ||
| Q2 24 | 2.2% | 4.5% | ||
| Q1 24 | 3.0% | 5.0% |
现金转化率ALLEBWXT
| Q4 25 | 1.63× | 1.37× | ||
| Q3 25 | 1.22× | 1.74× | ||
| Q2 25 | 1.31× | 2.03× | ||
| Q1 25 | 0.71× | 0.67× | ||
| Q4 24 | 1.52× | 3.90× | ||
| Q3 24 | 1.33× | 0.47× | ||
| Q2 24 | 1.11× | 0.90× | ||
| Q1 24 | 0.41× | 0.48× |
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% |
BWXT
| Nuclear Component Program | $436.4M | 49% |
| Nuclear Manufacturing | $134.8M | 15% |
| Cost Plus Fee | $116.1M | 13% |
| Uranium And Nuclear Services | $103.8M | 12% |
| Commercial Operations | $49.0M | 6% |
| Commercial Operations Segment | $33.7M | 4% |
| Transferred At Point In Time | $1.3M | 0% |
