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安朗杰（ALLE）与EAGLE MATERIALS INC（EXP）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EAGLE MATERIALS INC的1.9倍（$1.0B vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs 13.4%，领先5.1%），安朗杰同比增速更快（9.7% vs -0.4%），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs 3.5%）
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
Eagle Materials Inc.是总部位于美国得克萨斯州达拉斯的建筑材料生产企业，主营产品包括水泥、混凝土、建筑骨料、石膏、墙板、纸板以及水力压裂作业专用砂，产品广泛应用于建筑施工、能源开发等多个领域。
ALLE vs EXP — 直观对比
营收规模更大
ALLE
是对方的1.9倍
$556.0M
营收增速更快
ALLE
高出10.1%
-0.4%
净利率更高
EXP
高出5.1%
13.4%
两年增速更快
EXP
近两年复合增速
3.5%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $556.0M |
| 净利润 | $138.1M | $102.9M |
| 毛利率 | 44.0% | 28.9% |
| 营业利润率 | 18.9% | — |
| 净利率 | 13.4% | 18.5% |
| 营收同比 | 9.7% | -0.4% |
| 净利润同比 | -6.8% | -13.9% |
| 每股收益（稀释后） | — | $3.22 |
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ALLEEXP
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $556.0M | ||
| Q3 25 | $1.1B | $638.9M | ||
| Q2 25 | $1.0B | $634.7M | ||
| Q1 25 | $941.9M | $470.2M | ||
| Q4 24 | $945.6M | $558.0M | ||
| Q3 24 | $967.1M | $623.6M | ||
| Q2 24 | $965.6M | $608.7M |
净利润ALLEEXP
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $102.9M | ||
| Q3 25 | $188.4M | $137.4M | ||
| Q2 25 | $159.7M | $123.4M | ||
| Q1 25 | $148.2M | $66.5M | ||
| Q4 24 | $144.1M | $119.6M | ||
| Q3 24 | $174.2M | $143.5M | ||
| Q2 24 | $155.4M | $133.8M |
毛利率ALLEEXP
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | 28.9% | ||
| Q3 25 | 45.8% | 31.3% | ||
| Q2 25 | 45.6% | 29.2% | ||
| Q1 25 | 44.9% | 22.2% | ||
| Q4 24 | 44.1% | 31.9% | ||
| Q3 24 | 44.7% | 32.7% | ||
| Q2 24 | 44.4% | 30.7% |
营业利润率ALLEEXP
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | — | ||
| Q3 25 | 21.8% | — | ||
| Q2 25 | 21.5% | — | ||
| Q1 25 | 20.9% | — | ||
| Q4 24 | 19.5% | 32.8% | ||
| Q3 24 | 22.2% | 34.2% | ||
| Q2 24 | 21.6% | 32.0% |
净利率ALLEEXP
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | 18.5% | ||
| Q3 25 | 17.6% | 21.5% | ||
| Q2 25 | 15.6% | 19.4% | ||
| Q1 25 | 15.7% | 14.1% | ||
| Q4 24 | 15.2% | 21.4% | ||
| Q3 24 | 18.0% | 23.0% | ||
| Q2 24 | 16.1% | 22.0% |
每股收益（稀释后）ALLEEXP
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $3.22 | ||
| Q3 25 | $2.18 | $4.23 | ||
| Q2 25 | $1.85 | $3.76 | ||
| Q1 25 | $1.71 | $2.01 | ||
| Q4 24 | $1.65 | $3.56 | ||
| Q3 24 | $1.99 | $4.26 | ||
| Q2 24 | $1.77 | $3.94 |
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 | $419.0M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.1B | $1.5B |
| 总资产 | $5.3B | $3.8B |
| 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ALLEEXP
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $419.0M | ||
| Q3 25 | $302.7M | $35.0M | ||
| Q2 25 | $656.8M | $59.7M | ||
| Q1 25 | $494.5M | $20.4M | ||
| Q4 24 | $503.8M | $31.2M | ||
| Q3 24 | $878.9M | $93.9M | ||
| Q2 24 | $747.5M | $46.5M |
总债务ALLEEXP
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.0B | $1.2B | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | — |
股东权益ALLEEXP
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $1.5B | ||
| Q3 25 | $1.9B | $1.5B | ||
| Q2 25 | $1.8B | $1.5B | ||
| Q1 25 | $1.6B | $1.5B | ||
| Q4 24 | $1.5B | $1.5B | ||
| Q3 24 | $1.6B | $1.4B | ||
| Q2 24 | $1.4B | $1.4B |
总资产ALLEEXP
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $3.8B | ||
| Q3 25 | $5.2B | $3.4B | ||
| Q2 25 | $4.9B | $3.4B | ||
| Q1 25 | $4.6B | $3.3B | ||
| Q4 24 | $4.5B | $3.0B | ||
| Q3 24 | $5.0B | $3.1B | ||
| Q2 24 | $4.8B | $3.0B |
负债/权益比ALLEEXP
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | — | ||
| Q3 25 | 1.07× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.24× | 0.86× | ||
| Q4 24 | 1.33× | — | ||
| Q3 24 | 1.53× | — | ||
| Q2 24 | 1.69× | — |
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 | $170.8M |
| 自由现金流经营现金流 - 资本支出 | — | $60.8M |
| 自由现金流率自由现金流/营收 | — | 10.9% |
| 资本支出强度资本支出/营收 | 2.0% | 19.8% |
| 现金转化率经营现金流/净利润 | 0.73× | 1.66× |
| 过去12个月自由现金流最近4个季度 | — | $231.8M |
8季度趋势，按日历期对齐
经营现金流ALLEEXP
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $170.8M | ||
| Q3 25 | $229.5M | $204.6M | ||
| Q2 25 | $209.7M | $136.6M | ||
| Q1 25 | $104.5M | $62.8M | ||
| Q4 24 | $219.0M | $119.9M | ||
| Q3 24 | $231.9M | $233.3M | ||
| Q2 24 | $173.0M | $132.6M |
自由现金流ALLEEXP
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $60.8M | ||
| Q3 25 | $209.8M | $96.1M | ||
| Q2 25 | $192.0M | $60.5M | ||
| Q1 25 | $83.4M | $14.5M | ||
| Q4 24 | $194.9M | $72.5M | ||
| Q3 24 | $212.0M | $166.8M | ||
| Q2 24 | $152.1M | $99.5M |
自由现金流率ALLEEXP
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 10.9% | ||
| Q3 25 | 19.6% | 15.0% | ||
| Q2 25 | 18.8% | 9.5% | ||
| Q1 25 | 8.9% | 3.1% | ||
| Q4 24 | 20.6% | 13.0% | ||
| Q3 24 | 21.9% | 26.7% | ||
| Q2 24 | 15.8% | 16.3% |
资本支出强度ALLEEXP
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 19.8% | ||
| Q3 25 | 1.8% | 17.0% | ||
| Q2 25 | 1.7% | 12.0% | ||
| Q1 25 | 2.2% | 10.3% | ||
| Q4 24 | 2.5% | 8.5% | ||
| Q3 24 | 2.1% | 10.7% | ||
| Q2 24 | 2.2% | 5.4% |
现金转化率ALLEEXP
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 1.66× | ||
| Q3 25 | 1.22× | 1.49× | ||
| Q2 25 | 1.31× | 1.11× | ||
| Q1 25 | 0.71× | 0.94× | ||
| Q4 24 | 1.52× | 1.00× | ||
| Q3 24 | 1.33× | 1.63× | ||
| Q2 24 | 1.11× | 0.99× |
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% |
EXP
| External Customers | $283.5M | 51% |
| Gypsum Wallboard | $175.9M | 32% |
| Recycled Paperboard | $47.8M | 9% |
| Corporate Joint Venture | $29.4M | 5% |
| Other | $11.8M | 2% |
| Western Pennsylvania Acquisition | $7.6M | 1% |
