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安朗杰（ALLE）与CARLISLE COMPANIES INC（CSL）财务数据对比。点击上方公司名可切换其他公司
CARLISLE COMPANIES INC的季度营收约是安朗杰的1.0倍（$1.1B vs $1.0B），安朗杰净利率更高（13.4% vs 12.1%，领先1.2%），安朗杰同比增速更快（9.7% vs -4.0%），过去两年安朗杰的营收复合增速更高（3.5% vs -14.8%）
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
卡莱尔公司是专业建筑产品供应商，聚焦于提升建筑能效与稳固性，面向商业建筑领域生产销售单层屋面产品、质保系统及配套配件，旗下设有卡莱尔建筑材料、卡莱尔防水技术两大业务板块，产品涵盖防潮材料、屋面防护层等多个品类。
ALLE vs CSL — 直观对比
营收规模更大
CSL
是对方的1.0倍
$1.0B
营收增速更快
ALLE
高出13.7%
-4.0%
净利率更高
ALLE
高出1.2%
12.1%
两年增速更快
ALLE
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.1B |
| 净利润 | $138.1M | $127.7M |
| 毛利率 | 44.0% | 34.5% |
| 营业利润率 | 18.9% | 17.1% |
| 净利率 | 13.4% | 12.1% |
| 营收同比 | 9.7% | -4.0% |
| 净利润同比 | -6.8% | -10.9% |
| 每股收益（稀释后） | — | $3.10 |
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ALLECSL
| Q1 26 | $1.0B | $1.1B | ||
| Q4 25 | $1.0B | $1.1B | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $1.0B | $1.4B | ||
| Q1 25 | $941.9M | $1.1B | ||
| Q4 24 | $945.6M | $1.1B | ||
| Q3 24 | $967.1M | $1.3B | ||
| Q2 24 | $965.6M | $1.5B |
净利润ALLECSL
| Q1 26 | $138.1M | $127.7M | ||
| Q4 25 | $147.5M | $127.4M | ||
| Q3 25 | $188.4M | $214.2M | ||
| Q2 25 | $159.7M | $255.8M | ||
| Q1 25 | $148.2M | $143.3M | ||
| Q4 24 | $144.1M | $162.8M | ||
| Q3 24 | $174.2M | $244.3M | ||
| Q2 24 | $155.4M | $712.4M |
毛利率ALLECSL
| Q1 26 | 44.0% | 34.5% | ||
| Q4 25 | 44.5% | 33.8% | ||
| Q3 25 | 45.8% | 36.0% | ||
| Q2 25 | 45.6% | 37.3% | ||
| Q1 25 | 44.9% | 35.2% | ||
| Q4 24 | 44.1% | 36.1% | ||
| Q3 24 | 44.7% | 38.6% | ||
| Q2 24 | 44.4% | 39.2% |
营业利润率ALLECSL
| Q1 26 | 18.9% | 17.1% | ||
| Q4 25 | 20.3% | 16.8% | ||
| Q3 25 | 21.8% | 21.8% | ||
| Q2 25 | 21.5% | 23.1% | ||
| Q1 25 | 20.9% | 16.8% | ||
| Q4 24 | 19.5% | 19.9% | ||
| Q3 24 | 22.2% | 23.7% | ||
| Q2 24 | 21.6% | 26.0% |
净利率ALLECSL
| Q1 26 | 13.4% | 12.1% | ||
| Q4 25 | 14.3% | 11.3% | ||
| Q3 25 | 17.6% | 15.9% | ||
| Q2 25 | 15.6% | 17.6% | ||
| Q1 25 | 15.7% | 13.1% | ||
| Q4 24 | 15.2% | 14.5% | ||
| Q3 24 | 18.0% | 18.3% | ||
| Q2 24 | 16.1% | 49.1% |
每股收益（稀释后）ALLECSL
| Q1 26 | — | $3.10 | ||
| Q4 25 | $1.70 | $3.06 | ||
| Q3 25 | $2.18 | $4.98 | ||
| Q2 25 | $1.85 | $5.88 | ||
| Q1 25 | $1.71 | $3.20 | ||
| Q4 24 | $1.65 | $3.76 | ||
| Q3 24 | $1.99 | $5.25 | ||
| Q2 24 | $1.77 | $14.84 |
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 | $771.3M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.1B | $1.7B |
| 总资产 | $5.3B | — |
| 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ALLECSL
| Q1 26 | $308.9M | $771.3M | ||
| Q4 25 | $356.2M | $1.1B | ||
| Q3 25 | $302.7M | $1.1B | ||
| Q2 25 | $656.8M | $68.4M | ||
| Q1 25 | $494.5M | $220.2M | ||
| Q4 24 | $503.8M | $753.5M | ||
| Q3 24 | $878.9M | $1.5B | ||
| Q2 24 | $747.5M | $1.7B |
总债务ALLECSL
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $2.9B | ||
| Q3 25 | $2.1B | $2.9B | ||
| Q2 25 | $2.1B | $1.9B | ||
| Q1 25 | $2.0B | $1.9B | ||
| Q4 24 | $2.0B | $1.9B | ||
| Q3 24 | $2.4B | $2.3B | ||
| Q2 24 | $2.4B | $2.3B |
股东权益ALLECSL
| Q1 26 | $2.1B | $1.7B | ||
| Q4 25 | $2.1B | $1.8B | ||
| Q3 25 | $1.9B | $2.0B | ||
| Q2 25 | $1.8B | $2.1B | ||
| Q1 25 | $1.6B | $2.2B | ||
| Q4 24 | $1.5B | $2.5B | ||
| Q3 24 | $1.6B | $2.8B | ||
| Q2 24 | $1.4B | $3.0B |
总资产ALLECSL
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $6.3B | ||
| Q3 25 | $5.2B | $6.5B | ||
| Q2 25 | $4.9B | $5.5B | ||
| Q1 25 | $4.6B | $5.5B | ||
| Q4 24 | $4.5B | $5.8B | ||
| Q3 24 | $5.0B | $6.5B | ||
| Q2 24 | $4.8B | $6.7B |
负债/权益比ALLECSL
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | 1.61× | ||
| Q3 25 | 1.07× | 1.45× | ||
| Q2 25 | 1.16× | 0.89× | ||
| Q1 25 | 1.24× | 0.87× | ||
| Q4 24 | 1.33× | 0.77× | ||
| Q3 24 | 1.53× | 0.83× | ||
| Q2 24 | 1.69× | 0.76× |
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 | — | $-73.0M |
| 自由现金流率自由现金流/营收 | — | -6.9% |
| 资本支出强度资本支出/营收 | 2.0% | 2.7% |
| 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 | — | $924.8M |
8季度趋势，按日历期对齐
经营现金流ALLECSL
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $386.0M | ||
| Q3 25 | $229.5M | $426.9M | ||
| Q2 25 | $209.7M | $287.1M | ||
| Q1 25 | $104.5M | $1.8M | ||
| Q4 24 | $219.0M | $370.6M | ||
| Q3 24 | $231.9M | $312.8M | ||
| Q2 24 | $173.0M | $183.4M |
自由现金流ALLECSL
| Q1 26 | — | $-73.0M | ||
| Q4 25 | $200.5M | $346.1M | ||
| Q3 25 | $209.8M | $393.4M | ||
| Q2 25 | $192.0M | $258.3M | ||
| Q1 25 | $83.4M | $-27.2M | ||
| Q4 24 | $194.9M | $334.0M | ||
| Q3 24 | $212.0M | $293.5M | ||
| Q2 24 | $152.1M | $158.5M |
自由现金流率ALLECSL
| Q1 26 | — | -6.9% | ||
| Q4 25 | 19.4% | 30.7% | ||
| Q3 25 | 19.6% | 29.2% | ||
| Q2 25 | 18.8% | 17.8% | ||
| Q1 25 | 8.9% | -2.5% | ||
| Q4 24 | 20.6% | 29.7% | ||
| Q3 24 | 21.9% | 22.0% | ||
| Q2 24 | 15.8% | 10.9% |
资本支出强度ALLECSL
| Q1 26 | 2.0% | 2.7% | ||
| Q4 25 | 3.8% | 3.5% | ||
| Q3 25 | 1.8% | 2.5% | ||
| Q2 25 | 1.7% | 2.0% | ||
| Q1 25 | 2.2% | 2.6% | ||
| Q4 24 | 2.5% | 3.3% | ||
| Q3 24 | 2.1% | 1.4% | ||
| Q2 24 | 2.2% | 1.7% |
现金转化率ALLECSL
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 3.03× | ||
| Q3 25 | 1.22× | 1.99× | ||
| Q2 25 | 1.31× | 1.12× | ||
| Q1 25 | 0.71× | 0.01× | ||
| Q4 24 | 1.52× | 2.28× | ||
| Q3 24 | 1.33× | 1.28× | ||
| Q2 24 | 1.11× | 0.26× |
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% |
CSL
| CCM | $758.0M | 72% |
| CWT | $294.0M | 28% |
