vs
安朗杰（ALLE）与First American Financial Corp（FAF）财务数据对比。点击上方公司名可切换其他公司
First American Financial Corp的季度营收约是安朗杰的2.0倍（$2.0B vs $1.0B），安朗杰净利率更高（13.4% vs 10.3%，领先3.0%），First American Financial Corp同比增速更快（21.6% vs 9.7%），过去两年First American Financial Corp的营收复合增速更高（19.9% 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
第一美国金融公司是美国知名金融服务企业，主要面向房地产及抵押贷款行业开展业务，核心服务涵盖产权保险、房产交易与抵押业务相关的交割结算服务，在全球地产金融服务领域具备成熟的服务能力与较高的行业认可度。
ALLE vs FAF — 直观对比
营收规模更大
FAF
是对方的2.0倍
$1.0B
营收增速更快
FAF
高出11.9%
9.7%
净利率更高
ALLE
高出3.0%
10.3%
两年增速更快
FAF
近两年复合增速
3.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $2.0B |
| 净利润 | $138.1M | $211.9M |
| 毛利率 | 44.0% | — |
| 营业利润率 | 18.9% | 14.0% |
| 净利率 | 13.4% | 10.3% |
| 营收同比 | 9.7% | 21.6% |
| 净利润同比 | -6.8% | 192.7% |
| 每股收益（稀释后） | — | $2.04 |
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ALLEFAF
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $2.0B | ||
| Q3 25 | $1.1B | $2.0B | ||
| Q2 25 | $1.0B | $1.8B | ||
| Q1 25 | $941.9M | $1.6B | ||
| Q4 24 | $945.6M | $1.7B | ||
| Q3 24 | $967.1M | $1.4B | ||
| Q2 24 | $965.6M | $1.6B |
净利润ALLEFAF
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $211.9M | ||
| Q3 25 | $188.4M | $189.6M | ||
| Q2 25 | $159.7M | $146.1M | ||
| Q1 25 | $148.2M | $74.2M | ||
| Q4 24 | $144.1M | $72.4M | ||
| Q3 24 | $174.2M | $-104.0M | ||
| Q2 24 | $155.4M | $116.0M |
毛利率ALLEFAF
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | — | ||
| Q3 25 | 45.8% | — | ||
| Q2 25 | 45.6% | — | ||
| Q1 25 | 44.9% | — | ||
| Q4 24 | 44.1% | — | ||
| Q3 24 | 44.7% | — | ||
| Q2 24 | 44.4% | — |
营业利润率ALLEFAF
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 14.0% | ||
| Q3 25 | 21.8% | 12.5% | ||
| Q2 25 | 21.5% | 10.6% | ||
| Q1 25 | 20.9% | 6.1% | ||
| Q4 24 | 19.5% | 5.9% | ||
| Q3 24 | 22.2% | -10.3% | ||
| Q2 24 | 21.6% | 9.4% |
净利率ALLEFAF
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | 10.3% | ||
| Q3 25 | 17.6% | 9.6% | ||
| Q2 25 | 15.6% | 7.9% | ||
| Q1 25 | 15.7% | 4.7% | ||
| Q4 24 | 15.2% | 4.3% | ||
| Q3 24 | 18.0% | -7.4% | ||
| Q2 24 | 16.1% | 7.2% |
每股收益（稀释后）ALLEFAF
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $2.04 | ||
| Q3 25 | $2.18 | $1.84 | ||
| Q2 25 | $1.85 | $1.41 | ||
| Q1 25 | $1.71 | $0.71 | ||
| Q4 24 | $1.65 | $0.70 | ||
| Q3 24 | $1.99 | $-1.00 | ||
| Q2 24 | $1.77 | $1.11 |
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 | $1.4B |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.1B | $5.5B |
| 总资产 | $5.3B | $16.2B |
| 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ALLEFAF
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $1.4B | ||
| Q3 25 | $302.7M | $2.9B | ||
| Q2 25 | $656.8M | $2.0B | ||
| Q1 25 | $494.5M | $2.0B | ||
| Q4 24 | $503.8M | $1.7B | ||
| Q3 24 | $878.9M | $3.0B | ||
| Q2 24 | $747.5M | $2.0B |
总债务ALLEFAF
| Q1 26 | $2.0B | — | ||
| 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 | — |
股东权益ALLEFAF
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $5.5B | ||
| Q3 25 | $1.9B | $5.3B | ||
| Q2 25 | $1.8B | $5.1B | ||
| Q1 25 | $1.6B | $5.0B | ||
| Q4 24 | $1.5B | $4.9B | ||
| Q3 24 | $1.6B | $5.1B | ||
| Q2 24 | $1.4B | $4.8B |
总资产ALLEFAF
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $16.2B | ||
| Q3 25 | $5.2B | $17.6B | ||
| Q2 25 | $4.9B | $16.3B | ||
| Q1 25 | $4.6B | $15.5B | ||
| Q4 24 | $4.5B | $14.9B | ||
| Q3 24 | $5.0B | $16.6B | ||
| Q2 24 | $4.8B | $15.2B |
负债/权益比ALLEFAF
| Q1 26 | 0.97× | — | ||
| 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× | — |
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 | $369.3M |
| 自由现金流经营现金流 - 资本支出 | — | $324.5M |
| 自由现金流率自由现金流/营收 | — | 15.8% |
| 资本支出强度资本支出/营收 | 2.0% | 2.2% |
| 现金转化率经营现金流/净利润 | 0.73× | 1.74× |
| 过去12个月自由现金流最近4个季度 | — | $762.5M |
8季度趋势，按日历期对齐
经营现金流ALLEFAF
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $369.3M | ||
| Q3 25 | $229.5M | $272.5M | ||
| Q2 25 | $209.7M | $361.8M | ||
| Q1 25 | $104.5M | $-52.8M | ||
| Q4 24 | $219.0M | $324.6M | ||
| Q3 24 | $231.9M | $236.9M | ||
| Q2 24 | $173.0M | $266.7M |
自由现金流ALLEFAF
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $324.5M | ||
| Q3 25 | $209.8M | $223.1M | ||
| Q2 25 | $192.0M | $309.4M | ||
| Q1 25 | $83.4M | $-94.5M | ||
| Q4 24 | $194.9M | $266.2M | ||
| Q3 24 | $212.0M | $185.4M | ||
| Q2 24 | $152.1M | $210.0M |
自由现金流率ALLEFAF
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 15.8% | ||
| Q3 25 | 19.6% | 11.3% | ||
| Q2 25 | 18.8% | 16.8% | ||
| Q1 25 | 8.9% | -6.0% | ||
| Q4 24 | 20.6% | 15.8% | ||
| Q3 24 | 21.9% | 13.2% | ||
| Q2 24 | 15.8% | 13.0% |
资本支出强度ALLEFAF
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 2.2% | ||
| Q3 25 | 1.8% | 2.5% | ||
| Q2 25 | 1.7% | 2.8% | ||
| Q1 25 | 2.2% | 2.6% | ||
| Q4 24 | 2.5% | 3.5% | ||
| Q3 24 | 2.1% | 3.7% | ||
| Q2 24 | 2.2% | 3.5% |
现金转化率ALLEFAF
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 1.74× | ||
| Q3 25 | 1.22× | 1.44× | ||
| Q2 25 | 1.31× | 2.48× | ||
| Q1 25 | 0.71× | -0.71× | ||
| Q4 24 | 1.52× | 4.48× | ||
| Q3 24 | 1.33× | — | ||
| Q2 24 | 1.11× | 2.30× |
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% |
FAF
| Title Insurance And Services | $1.9B | 94% |
| Home Warranty | $110.3M | 5% |
