vs
安朗杰（ALLE）与Installed Building Products, Inc.（IBP）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Installed Building Products, Inc.的1.4倍（$1.0B vs $747.5M）。安朗杰净利率更高（14.3% vs 10.2%，领先4.0%）。安朗杰同比增速更快（9.3% vs -0.4%）。安朗杰自由现金流更多（$200.5M vs $49.3M）。过去两年安朗杰的营收复合增速更高（7.5% vs 3.9%）
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
Installed Building Products, Inc.是美国领先的建筑产品安装服务商，主营绝缘材料、排水沟、车库门、消防系统及窗帘等产品的专业安装服务，覆盖住宅新建、翻新改造及商业建筑三大领域，业务遍及美国大部分地区。
ALLE vs IBP — 直观对比
营收规模更大
ALLE
是对方的1.4倍
$747.5M
营收增速更快
ALLE
高出9.6%
-0.4%
净利率更高
ALLE
高出4.0%
10.2%
自由现金流更多
ALLE
多$151.2M
$49.3M
两年增速更快
ALLE
近两年复合增速
3.9%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $747.5M |
| 净利润 | $147.5M | $76.6M |
| 毛利率 | 44.5% | 35.0% |
| 营业利润率 | 20.3% | 14.6% |
| 净利率 | 14.3% | 10.2% |
| 营收同比 | 9.3% | -0.4% |
| 净利润同比 | 2.4% | 14.5% |
| 每股收益（稀释后） | $1.70 | $2.81 |
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ALLEIBP
| Q4 25 | $1.0B | $747.5M | ||
| Q3 25 | $1.1B | $778.2M | ||
| Q2 25 | $1.0B | $760.3M | ||
| Q1 25 | $941.9M | $684.8M | ||
| Q4 24 | $945.6M | $750.2M | ||
| Q3 24 | $967.1M | $760.6M | ||
| Q2 24 | $965.6M | $737.6M | ||
| Q1 24 | $893.9M | $692.9M |
净利润ALLEIBP
| Q4 25 | $147.5M | $76.6M | ||
| Q3 25 | $188.4M | $74.4M | ||
| Q2 25 | $159.7M | $69.0M | ||
| Q1 25 | $148.2M | $45.4M | ||
| Q4 24 | $144.1M | $66.9M | ||
| Q3 24 | $174.2M | $68.6M | ||
| Q2 24 | $155.4M | $65.2M | ||
| Q1 24 | $123.8M | $55.9M |
毛利率ALLEIBP
| Q4 25 | 44.5% | 35.0% | ||
| Q3 25 | 45.8% | 34.0% | ||
| Q2 25 | 45.6% | 34.2% | ||
| Q1 25 | 44.9% | 32.7% | ||
| Q4 24 | 44.1% | 33.6% | ||
| Q3 24 | 44.7% | 33.8% | ||
| Q2 24 | 44.4% | 34.1% | ||
| Q1 24 | 43.8% | 33.8% |
营业利润率ALLEIBP
| Q4 25 | 20.3% | 14.6% | ||
| Q3 25 | 21.8% | 13.7% | ||
| Q2 25 | 21.5% | 13.3% | ||
| Q1 25 | 20.9% | 10.2% | ||
| Q4 24 | 19.5% | 13.1% | ||
| Q3 24 | 22.2% | 13.3% | ||
| Q2 24 | 21.6% | 12.9% | ||
| Q1 24 | 19.3% | 12.7% |
净利率ALLEIBP
| Q4 25 | 14.3% | 10.2% | ||
| Q3 25 | 17.6% | 9.6% | ||
| Q2 25 | 15.6% | 9.1% | ||
| Q1 25 | 15.7% | 6.6% | ||
| Q4 24 | 15.2% | 8.9% | ||
| Q3 24 | 18.0% | 9.0% | ||
| Q2 24 | 16.1% | 8.8% | ||
| Q1 24 | 13.8% | 8.1% |
每股收益（稀释后）ALLEIBP
| Q4 25 | $1.70 | $2.81 | ||
| Q3 25 | $2.18 | $2.74 | ||
| Q2 25 | $1.85 | $2.52 | ||
| Q1 25 | $1.71 | $1.64 | ||
| Q4 24 | $1.65 | $2.39 | ||
| Q3 24 | $1.99 | $2.44 | ||
| Q2 24 | $1.77 | $2.30 | ||
| Q1 24 | $1.41 | $1.97 |
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 | $321.9M |
| 总债务越低越好 | $2.0B | $886.6M |
| 股东权益账面价值 | $2.1B | $709.9M |
| 总资产 | $5.2B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.96× | 1.25× |
8季度趋势，按日历期对齐
现金及短期投资ALLEIBP
| Q4 25 | $356.2M | $321.9M | ||
| Q3 25 | $302.7M | $333.3M | ||
| Q2 25 | $656.8M | $305.2M | ||
| Q1 25 | $494.5M | $298.7M | ||
| Q4 24 | $503.8M | $327.6M | ||
| Q3 24 | $878.9M | $406.2M | ||
| Q2 24 | $747.5M | $380.3M | ||
| Q1 24 | $391.8M | $399.9M |
总债务ALLEIBP
| Q4 25 | $2.0B | $886.6M | ||
| Q3 25 | $2.1B | $880.8M | ||
| Q2 25 | $2.1B | $876.1M | ||
| Q1 25 | $2.0B | $872.4M | ||
| Q4 24 | $2.0B | $874.8M | ||
| Q3 24 | $2.4B | $872.3M | ||
| Q2 24 | $2.4B | $875.8M | ||
| Q1 24 | $2.0B | $875.0M |
股东权益ALLEIBP
| Q4 25 | $2.1B | $709.9M | ||
| Q3 25 | $1.9B | $678.6M | ||
| Q2 25 | $1.8B | $664.5M | ||
| Q1 25 | $1.6B | $660.9M | ||
| Q4 24 | $1.5B | $705.3M | ||
| Q3 24 | $1.6B | $716.4M | ||
| Q2 24 | $1.4B | $685.3M | ||
| Q1 24 | $1.4B | $679.2M |
总资产ALLEIBP
| Q4 25 | $5.2B | $2.1B | ||
| Q3 25 | $5.2B | $2.1B | ||
| Q2 25 | $4.9B | $2.0B | ||
| Q1 25 | $4.6B | $2.0B | ||
| Q4 24 | $4.5B | $2.1B | ||
| Q3 24 | $5.0B | $2.1B | ||
| Q2 24 | $4.8B | $2.0B | ||
| Q1 24 | $4.3B | $2.0B |
负债/权益比ALLEIBP
| Q4 25 | 0.96× | 1.25× | ||
| Q3 25 | 1.07× | 1.30× | ||
| Q2 25 | 1.16× | 1.32× | ||
| Q1 25 | 1.24× | 1.32× | ||
| Q4 24 | 1.33× | 1.24× | ||
| Q3 24 | 1.53× | 1.22× | ||
| Q2 24 | 1.69× | 1.28× | ||
| Q1 24 | 1.49× | 1.29× |
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 | $64.9M |
| 自由现金流经营现金流 - 资本支出 | $200.5M | $49.3M |
| 自由现金流率自由现金流/营收 | 19.4% | 6.6% |
| 资本支出强度资本支出/营收 | 3.8% | 2.1% |
| 现金转化率经营现金流/净利润 | 1.63× | 0.85× |
| 过去12个月自由现金流最近4个季度 | $685.7M | $300.8M |
8季度趋势，按日历期对齐
经营现金流ALLEIBP
| Q4 25 | $240.1M | $64.9M | ||
| Q3 25 | $229.5M | $124.0M | ||
| Q2 25 | $209.7M | $90.4M | ||
| Q1 25 | $104.5M | $92.1M | ||
| Q4 24 | $219.0M | $74.8M | ||
| Q3 24 | $231.9M | $101.4M | ||
| Q2 24 | $173.0M | $79.0M | ||
| Q1 24 | $51.1M | $84.8M |
自由现金流ALLEIBP
| Q4 25 | $200.5M | $49.3M | ||
| Q3 25 | $209.8M | $104.8M | ||
| Q2 25 | $192.0M | $74.8M | ||
| Q1 25 | $83.4M | $71.9M | ||
| Q4 24 | $194.9M | $52.9M | ||
| Q3 24 | $212.0M | $77.3M | ||
| Q2 24 | $152.1M | $58.2M | ||
| Q1 24 | $23.9M | $63.0M |
自由现金流率ALLEIBP
| Q4 25 | 19.4% | 6.6% | ||
| Q3 25 | 19.6% | 13.5% | ||
| Q2 25 | 18.8% | 9.8% | ||
| Q1 25 | 8.9% | 10.5% | ||
| Q4 24 | 20.6% | 7.1% | ||
| Q3 24 | 21.9% | 10.2% | ||
| Q2 24 | 15.8% | 7.9% | ||
| Q1 24 | 2.7% | 9.1% |
资本支出强度ALLEIBP
| Q4 25 | 3.8% | 2.1% | ||
| Q3 25 | 1.8% | 2.5% | ||
| Q2 25 | 1.7% | 2.1% | ||
| Q1 25 | 2.2% | 2.9% | ||
| Q4 24 | 2.5% | 2.9% | ||
| Q3 24 | 2.1% | 3.2% | ||
| Q2 24 | 2.2% | 2.8% | ||
| Q1 24 | 3.0% | 3.1% |
现金转化率ALLEIBP
| Q4 25 | 1.63× | 0.85× | ||
| Q3 25 | 1.22× | 1.67× | ||
| Q2 25 | 1.31× | 1.31× | ||
| Q1 25 | 0.71× | 2.03× | ||
| Q4 24 | 1.52× | 1.12× | ||
| Q3 24 | 1.33× | 1.48× | ||
| Q2 24 | 1.11× | 1.21× | ||
| Q1 24 | 0.41× | 1.52× |
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% |
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |
