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安朗杰（ALLE）与Fabrinet（FN）财务数据对比。点击上方公司名可切换其他公司
Fabrinet的季度营收约是安朗杰的1.1倍（$1.1B vs $1.0B），安朗杰净利率更高（13.4% vs 9.9%，领先3.4%），Fabrinet同比增速更快（35.9% vs 9.7%），过去两年Fabrinet的营收复合增速更高（24.4% 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
Fabrinet（股票代码FN）为标普中型股400指数成分股。该指数由标普道琼斯指数公司维护，覆盖400家以美企为主的中等市值企业，若成分企业存在多类流通股，指数的成分股总量有时会超过400只。
ALLE vs FN — 直观对比
营收规模更大
FN
是对方的1.1倍
$1.0B
营收增速更快
FN
高出26.2%
9.7%
净利率更高
ALLE
高出3.4%
9.9%
两年增速更快
FN
近两年复合增速
3.5%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.1B |
| 净利润 | $138.1M | $112.6M |
| 毛利率 | 44.0% | 12.2% |
| 营业利润率 | 18.9% | 10.1% |
| 净利率 | 13.4% | 9.9% |
| 营收同比 | 9.7% | 35.9% |
| 净利润同比 | -6.8% | 30.0% |
| 每股收益（稀释后） | — | $3.11 |
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ALLEFN
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $1.1B | ||
| Q3 25 | $1.1B | $978.1M | ||
| Q2 25 | $1.0B | $909.7M | ||
| Q1 25 | $941.9M | $871.8M | ||
| Q4 24 | $945.6M | $833.6M | ||
| Q3 24 | $967.1M | $804.2M | ||
| Q2 24 | $965.6M | $753.3M |
净利润ALLEFN
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $112.6M | ||
| Q3 25 | $188.4M | $95.9M | ||
| Q2 25 | $159.7M | $87.2M | ||
| Q1 25 | $148.2M | $81.3M | ||
| Q4 24 | $144.1M | $86.6M | ||
| Q3 24 | $174.2M | $77.4M | ||
| Q2 24 | $155.4M | $81.1M |
毛利率ALLEFN
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | 12.2% | ||
| Q3 25 | 45.8% | 11.9% | ||
| Q2 25 | 45.6% | 12.2% | ||
| Q1 25 | 44.9% | 11.7% | ||
| Q4 24 | 44.1% | 12.1% | ||
| Q3 24 | 44.7% | 12.3% | ||
| Q2 24 | 44.4% | 12.3% |
营业利润率ALLEFN
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 10.1% | ||
| Q3 25 | 21.8% | 9.6% | ||
| Q2 25 | 21.5% | 9.8% | ||
| Q1 25 | 20.9% | 9.0% | ||
| Q4 24 | 19.5% | 9.5% | ||
| Q3 24 | 22.2% | 9.6% | ||
| Q2 24 | 21.6% | 9.7% |
净利率ALLEFN
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | 9.9% | ||
| Q3 25 | 17.6% | 9.8% | ||
| Q2 25 | 15.6% | 9.6% | ||
| Q1 25 | 15.7% | 9.3% | ||
| Q4 24 | 15.2% | 10.4% | ||
| Q3 24 | 18.0% | 9.6% | ||
| Q2 24 | 16.1% | 10.8% |
每股收益（稀释后）ALLEFN
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $3.11 | ||
| Q3 25 | $2.18 | $2.66 | ||
| Q2 25 | $1.85 | $2.41 | ||
| Q1 25 | $1.71 | $2.25 | ||
| Q4 24 | $1.65 | $2.38 | ||
| Q3 24 | $1.99 | $2.13 | ||
| Q2 24 | $1.77 | $2.22 |
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 | $960.8M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.1B | $2.2B |
| 总资产 | $5.3B | $3.3B |
| 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ALLEFN
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $960.8M | ||
| Q3 25 | $302.7M | $968.8M | ||
| Q2 25 | $656.8M | $934.2M | ||
| Q1 25 | $494.5M | $950.7M | ||
| Q4 24 | $503.8M | $934.6M | ||
| Q3 24 | $878.9M | $908.9M | ||
| Q2 24 | $747.5M | $858.6M |
总债务ALLEFN
| 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ALLEFN
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $2.2B | ||
| Q3 25 | $1.9B | $2.1B | ||
| Q2 25 | $1.8B | $2.0B | ||
| Q1 25 | $1.6B | $1.9B | ||
| Q4 24 | $1.5B | $1.8B | ||
| Q3 24 | $1.6B | $1.8B | ||
| Q2 24 | $1.4B | $1.7B |
总资产ALLEFN
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $3.3B | ||
| Q3 25 | $5.2B | $3.0B | ||
| Q2 25 | $4.9B | $2.8B | ||
| Q1 25 | $4.6B | $2.6B | ||
| Q4 24 | $4.5B | $2.5B | ||
| Q3 24 | $5.0B | $2.4B | ||
| Q2 24 | $4.8B | $2.3B |
负债/权益比ALLEFN
| 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 | $46.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-5.3M |
| 自由现金流率自由现金流/营收 | — | -0.5% |
| 资本支出强度资本支出/营收 | 2.0% | 4.6% |
| 现金转化率经营现金流/净利润 | 0.73× | 0.41× |
| 过去12个月自由现金流最近4个季度 | — | $102.3M |
8季度趋势，按日历期对齐
经营现金流ALLEFN
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $46.3M | ||
| Q3 25 | $229.5M | $102.6M | ||
| Q2 25 | $209.7M | $55.1M | ||
| Q1 25 | $104.5M | $74.2M | ||
| Q4 24 | $219.0M | $115.9M | ||
| Q3 24 | $231.9M | $83.2M | ||
| Q2 24 | $173.0M | $83.1M |
自由现金流ALLEFN
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $-5.3M | ||
| Q3 25 | $209.8M | $57.3M | ||
| Q2 25 | $192.0M | $4.7M | ||
| Q1 25 | $83.4M | $45.7M | ||
| Q4 24 | $194.9M | $94.0M | ||
| Q3 24 | $212.0M | $62.9M | ||
| Q2 24 | $152.1M | $70.4M |
自由现金流率ALLEFN
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | -0.5% | ||
| Q3 25 | 19.6% | 5.9% | ||
| Q2 25 | 18.8% | 0.5% | ||
| Q1 25 | 8.9% | 5.2% | ||
| Q4 24 | 20.6% | 11.3% | ||
| Q3 24 | 21.9% | 7.8% | ||
| Q2 24 | 15.8% | 9.3% |
资本支出强度ALLEFN
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 4.6% | ||
| Q3 25 | 1.8% | 4.6% | ||
| Q2 25 | 1.7% | 5.5% | ||
| Q1 25 | 2.2% | 3.3% | ||
| Q4 24 | 2.5% | 2.6% | ||
| Q3 24 | 2.1% | 2.5% | ||
| Q2 24 | 2.2% | 1.7% |
现金转化率ALLEFN
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 0.41× | ||
| Q3 25 | 1.22× | 1.07× | ||
| Q2 25 | 1.31× | 0.63× | ||
| Q1 25 | 0.71× | 0.91× | ||
| Q4 24 | 1.52× | 1.34× | ||
| Q3 24 | 1.33× | 1.07× | ||
| Q2 24 | 1.11× | 1.02× |
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% |
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
