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安朗杰（ALLE）与康耐视（CGNX）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康耐视的4.1倍（$1.0B vs $252.3M）。安朗杰净利率更高（14.3% vs 12.9%，领先1.3%）。康耐视同比增速更快（9.9% vs 9.3%）。安朗杰自由现金流更多（$200.5M vs $72.3M）。过去两年康耐视的营收复合增速更高（9.4% 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
康耐视（Cognex Corporation）是总部位于美国马萨诸塞州内蒂克的机器视觉系统、软件及传感器制造商，业务覆盖全球20余个国家和地区，为各工业领域客户提供高性能的视觉相关产品及解决方案。
ALLE vs CGNX — 直观对比
营收规模更大
ALLE
是对方的4.1倍
$252.3M
营收增速更快
CGNX
高出0.6%
9.3%
净利率更高
ALLE
高出1.3%
12.9%
自由现金流更多
ALLE
多$128.2M
$72.3M
两年增速更快
CGNX
近两年复合增速
7.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $252.3M |
| 净利润 | $147.5M | $32.7M |
| 毛利率 | 44.5% | 65.7% |
| 营业利润率 | 20.3% | 14.0% |
| 净利率 | 14.3% | 12.9% |
| 营收同比 | 9.3% | 9.9% |
| 净利润同比 | 2.4% | 15.2% |
| 每股收益（稀释后） | $1.70 | $0.20 |
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ALLECGNX
| Q4 25 | $1.0B | $252.3M | ||
| Q3 25 | $1.1B | $276.9M | ||
| Q2 25 | $1.0B | $249.1M | ||
| Q1 25 | $941.9M | $216.0M | ||
| Q4 24 | $945.6M | $229.7M | ||
| Q3 24 | $967.1M | $234.7M | ||
| Q2 24 | $965.6M | $239.3M | ||
| Q1 24 | $893.9M | $210.8M |
净利润ALLECGNX
| Q4 25 | $147.5M | $32.7M | ||
| Q3 25 | $188.4M | $17.7M | ||
| Q2 25 | $159.7M | $40.5M | ||
| Q1 25 | $148.2M | $23.6M | ||
| Q4 24 | $144.1M | $28.3M | ||
| Q3 24 | $174.2M | $29.6M | ||
| Q2 24 | $155.4M | $36.2M | ||
| Q1 24 | $123.8M | $12.0M |
毛利率ALLECGNX
| Q4 25 | 44.5% | 65.7% | ||
| Q3 25 | 45.8% | 67.6% | ||
| Q2 25 | 45.6% | 67.4% | ||
| Q1 25 | 44.9% | 66.8% | ||
| Q4 24 | 44.1% | 68.7% | ||
| Q3 24 | 44.7% | 67.9% | ||
| Q2 24 | 44.4% | 69.6% | ||
| Q1 24 | 43.8% | 67.3% |
营业利润率ALLECGNX
| Q4 25 | 20.3% | 14.0% | ||
| Q3 25 | 21.8% | 20.9% | ||
| Q2 25 | 21.5% | 17.4% | ||
| Q1 25 | 20.9% | 12.1% | ||
| Q4 24 | 19.5% | 13.4% | ||
| Q3 24 | 22.2% | 13.4% | ||
| Q2 24 | 21.6% | 16.1% | ||
| Q1 24 | 19.3% | 6.7% |
净利率ALLECGNX
| Q4 25 | 14.3% | 12.9% | ||
| Q3 25 | 17.6% | 6.4% | ||
| Q2 25 | 15.6% | 16.3% | ||
| Q1 25 | 15.7% | 10.9% | ||
| Q4 24 | 15.2% | 12.3% | ||
| Q3 24 | 18.0% | 12.6% | ||
| Q2 24 | 16.1% | 15.1% | ||
| Q1 24 | 13.8% | 5.7% |
每股收益（稀释后）ALLECGNX
| Q4 25 | $1.70 | $0.20 | ||
| Q3 25 | $2.18 | $0.10 | ||
| Q2 25 | $1.85 | $0.24 | ||
| Q1 25 | $1.71 | $0.14 | ||
| Q4 24 | $1.65 | $0.17 | ||
| Q3 24 | $1.99 | $0.17 | ||
| Q2 24 | $1.77 | $0.21 | ||
| Q1 24 | $1.41 | $0.07 |
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 | $262.9M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.1B | $1.5B |
| 总资产 | $5.2B | $2.0B |
| 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ALLECGNX
| Q4 25 | $356.2M | $262.9M | ||
| Q3 25 | $302.7M | $245.9M | ||
| Q2 25 | $656.8M | $179.3M | ||
| Q1 25 | $494.5M | $143.7M | ||
| Q4 24 | $503.8M | $186.1M | ||
| Q3 24 | $878.9M | $197.1M | ||
| Q2 24 | $747.5M | $176.6M | ||
| Q1 24 | $391.8M | $138.9M |
总债务ALLECGNX
| 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ALLECGNX
| Q4 25 | $2.1B | $1.5B | ||
| Q3 25 | $1.9B | $1.5B | ||
| Q2 25 | $1.8B | $1.5B | ||
| Q1 25 | $1.6B | $1.4B | ||
| Q4 24 | $1.5B | $1.5B | ||
| Q3 24 | $1.6B | $1.6B | ||
| Q2 24 | $1.4B | $1.5B | ||
| Q1 24 | $1.4B | $1.5B |
总资产ALLECGNX
| Q4 25 | $5.2B | $2.0B | ||
| Q3 25 | $5.2B | $2.0B | ||
| Q2 25 | $4.9B | $2.0B | ||
| Q1 25 | $4.6B | $1.9B | ||
| Q4 24 | $4.5B | $2.0B | ||
| Q3 24 | $5.0B | $2.1B | ||
| Q2 24 | $4.8B | $2.0B | ||
| Q1 24 | $4.3B | $2.0B |
负债/权益比ALLECGNX
| 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 | $74.9M |
| 自由现金流经营现金流 - 资本支出 | $200.5M | $72.3M |
| 自由现金流率自由现金流/营收 | 19.4% | 28.7% |
| 资本支出强度资本支出/营收 | 3.8% | 1.0% |
| 现金转化率经营现金流/净利润 | 1.63× | 2.29× |
| 过去12个月自由现金流最近4个季度 | $685.7M | $236.8M |
8季度趋势，按日历期对齐
经营现金流ALLECGNX
| Q4 25 | $240.1M | $74.9M | ||
| Q3 25 | $229.5M | $87.5M | ||
| Q2 25 | $209.7M | $42.6M | ||
| Q1 25 | $104.5M | $40.5M | ||
| Q4 24 | $219.0M | $51.4M | ||
| Q3 24 | $231.9M | $56.3M | ||
| Q2 24 | $173.0M | $27.8M | ||
| Q1 24 | $51.1M | $13.6M |
自由现金流ALLECGNX
| Q4 25 | $200.5M | $72.3M | ||
| Q3 25 | $209.8M | $86.0M | ||
| Q2 25 | $192.0M | $40.4M | ||
| Q1 25 | $83.4M | $38.0M | ||
| Q4 24 | $194.9M | $49.3M | ||
| Q3 24 | $212.0M | $51.9M | ||
| Q2 24 | $152.1M | $23.3M | ||
| Q1 24 | $23.9M | $9.6M |
自由现金流率ALLECGNX
| Q4 25 | 19.4% | 28.7% | ||
| Q3 25 | 19.6% | 31.1% | ||
| Q2 25 | 18.8% | 16.2% | ||
| Q1 25 | 8.9% | 17.6% | ||
| Q4 24 | 20.6% | 21.5% | ||
| Q3 24 | 21.9% | 22.1% | ||
| Q2 24 | 15.8% | 9.7% | ||
| Q1 24 | 2.7% | 4.5% |
资本支出强度ALLECGNX
| Q4 25 | 3.8% | 1.0% | ||
| Q3 25 | 1.8% | 0.5% | ||
| Q2 25 | 1.7% | 0.9% | ||
| Q1 25 | 2.2% | 1.2% | ||
| Q4 24 | 2.5% | 0.9% | ||
| Q3 24 | 2.1% | 1.9% | ||
| Q2 24 | 2.2% | 1.9% | ||
| Q1 24 | 3.0% | 1.9% |
现金转化率ALLECGNX
| Q4 25 | 1.63× | 2.29× | ||
| Q3 25 | 1.22× | 4.95× | ||
| Q2 25 | 1.31× | 1.05× | ||
| Q1 25 | 0.71× | 1.72× | ||
| Q4 24 | 1.52× | 1.81× | ||
| Q3 24 | 1.33× | 1.90× | ||
| Q2 24 | 1.11× | 0.77× | ||
| Q1 24 | 0.41× | 1.13× |
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% |
CGNX
暂无分部数据
