vs
安朗杰（ALLE）与JBT Marel Corp（JBTM）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JBT Marel Corp的1.0倍（$1.0B vs $1.0B）。安朗杰净利率更高（14.3% vs 5.3%，领先9.0%）。JBT Marel Corp同比增速更快（115.6% vs 9.3%）。安朗杰自由现金流更多（$200.5M vs $83.5M）。过去两年JBT Marel Corp的营收复合增速更高（60.3% vs 7.5%）
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
JBT Marel Corp（原称JBT公司、约翰宾技术公司）是主营食品加工机械及自动化车辆的企业，2008年由FMC技术公司拆分非能源业务独立注册成立，总部位于美国伊利诺伊州芝加哥，发展历史可追溯至1884年加州洛斯加托斯果园主约翰·宾创办的企业。
ALLE vs JBTM — 直观对比
营收规模更大
ALLE
是对方的1.0倍
$1.0B
营收增速更快
JBTM
高出106.3%
9.3%
净利率更高
ALLE
高出9.0%
5.3%
自由现金流更多
ALLE
多$117.0M
$83.5M
两年增速更快
JBTM
近两年复合增速
7.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.0B |
| 净利润 | $147.5M | $53.1M |
| 毛利率 | 44.5% | 34.5% |
| 营业利润率 | 20.3% | 7.2% |
| 净利率 | 14.3% | 5.3% |
| 营收同比 | 9.3% | 115.6% |
| 净利润同比 | 2.4% | 858.6% |
| 每股收益（稀释后） | $1.70 | $1.04 |
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ALLEJBTM
| Q4 25 | $1.0B | $1.0B | ||
| Q3 25 | $1.1B | $1.0B | ||
| Q2 25 | $1.0B | $934.8M | ||
| Q1 25 | $941.9M | $854.1M | ||
| Q4 24 | $945.6M | $467.6M | ||
| Q3 24 | $967.1M | $453.8M | ||
| Q2 24 | $965.6M | $402.3M | ||
| Q1 24 | $893.9M | $392.3M |
净利润ALLEJBTM
| Q4 25 | $147.5M | $53.1M | ||
| Q3 25 | $188.4M | $66.0M | ||
| Q2 25 | $159.7M | $3.4M | ||
| Q1 25 | $148.2M | $-173.0M | ||
| Q4 24 | $144.1M | $-7.0M | ||
| Q3 24 | $174.2M | $38.9M | ||
| Q2 24 | $155.4M | $30.7M | ||
| Q1 24 | $123.8M | $22.8M |
毛利率ALLEJBTM
| Q4 25 | 44.5% | 34.5% | ||
| Q3 25 | 45.8% | 35.9% | ||
| Q2 25 | 45.6% | 35.8% | ||
| Q1 25 | 44.9% | 34.2% | ||
| Q4 24 | 44.1% | 38.4% | ||
| Q3 24 | 44.7% | 36.1% | ||
| Q2 24 | 44.4% | 35.6% | ||
| Q1 24 | 43.8% | 35.8% |
营业利润率ALLEJBTM
| Q4 25 | 20.3% | 7.2% | ||
| Q3 25 | 21.8% | 10.2% | ||
| Q2 25 | 21.5% | 5.2% | ||
| Q1 25 | 20.9% | -3.9% | ||
| Q4 24 | 19.5% | 3.4% | ||
| Q3 24 | 22.2% | 10.3% | ||
| Q2 24 | 21.6% | 6.7% | ||
| Q1 24 | 19.3% | 7.4% |
净利率ALLEJBTM
| Q4 25 | 14.3% | 5.3% | ||
| Q3 25 | 17.6% | 6.6% | ||
| Q2 25 | 15.6% | 0.4% | ||
| Q1 25 | 15.7% | -20.3% | ||
| Q4 24 | 15.2% | -1.5% | ||
| Q3 24 | 18.0% | 8.6% | ||
| Q2 24 | 16.1% | 7.6% | ||
| Q1 24 | 13.8% | 5.8% |
每股收益（稀释后）ALLEJBTM
| Q4 25 | $1.70 | $1.04 | ||
| Q3 25 | $2.18 | $1.26 | ||
| Q2 25 | $1.85 | $0.07 | ||
| Q1 25 | $1.71 | $-3.35 | ||
| Q4 24 | $1.65 | $-0.22 | ||
| Q3 24 | $1.99 | $1.21 | ||
| Q2 24 | $1.77 | $0.95 | ||
| Q1 24 | $1.41 | $0.71 |
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 | $167.9M |
| 总债务越低越好 | $2.0B | $1.5B |
| 股东权益账面价值 | $2.1B | $4.5B |
| 总资产 | $5.2B | $8.2B |
| 负债/权益比越低杠杆越低 | 0.96× | 0.33× |
8季度趋势，按日历期对齐
现金及短期投资ALLEJBTM
| Q4 25 | $356.2M | $167.9M | ||
| Q3 25 | $302.7M | — | ||
| Q2 25 | $656.8M | — | ||
| Q1 25 | $494.5M | — | ||
| Q4 24 | $503.8M | $1.2B | ||
| Q3 24 | $878.9M | — | ||
| Q2 24 | $747.5M | — | ||
| Q1 24 | $391.8M | — |
总债务ALLEJBTM
| Q4 25 | $2.0B | $1.5B | ||
| Q3 25 | $2.1B | $1.5B | ||
| Q2 25 | $2.1B | $1.5B | ||
| Q1 25 | $2.0B | $2.0B | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $2.4B | $648.3M | ||
| Q2 24 | $2.4B | $647.7M | ||
| Q1 24 | $2.0B | $647.0M |
股东权益ALLEJBTM
| Q4 25 | $2.1B | $4.5B | ||
| Q3 25 | $1.9B | $4.4B | ||
| Q2 25 | $1.8B | $4.4B | ||
| Q1 25 | $1.6B | $4.1B | ||
| Q4 24 | $1.5B | $1.5B | ||
| Q3 24 | $1.6B | $1.6B | ||
| Q2 24 | $1.4B | $1.5B | ||
| Q1 24 | $1.4B | $1.5B |
总资产ALLEJBTM
| Q4 25 | $5.2B | $8.2B | ||
| Q3 25 | $5.2B | $8.2B | ||
| Q2 25 | $4.9B | $8.3B | ||
| Q1 25 | $4.6B | $8.0B | ||
| Q4 24 | $4.5B | $3.4B | ||
| Q3 24 | $5.0B | $2.8B | ||
| Q2 24 | $4.8B | $2.7B | ||
| Q1 24 | $4.3B | $2.7B |
负债/权益比ALLEJBTM
| Q4 25 | 0.96× | 0.33× | ||
| Q3 25 | 1.07× | 0.34× | ||
| Q2 25 | 1.16× | 0.35× | ||
| Q1 25 | 1.24× | 0.48× | ||
| Q4 24 | 1.33× | 0.81× | ||
| Q3 24 | 1.53× | 0.41× | ||
| Q2 24 | 1.69× | 0.43× | ||
| Q1 24 | 1.49× | 0.43× |
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 | $117.4M |
| 自由现金流经营现金流 - 资本支出 | $200.5M | $83.5M |
| 自由现金流率自由现金流/营收 | 19.4% | 8.3% |
| 资本支出强度资本支出/营收 | 3.8% | 3.4% |
| 现金转化率经营现金流/净利润 | 1.63× | 2.21× |
| 过去12个月自由现金流最近4个季度 | $685.7M | $238.1M |
8季度趋势，按日历期对齐
经营现金流ALLEJBTM
| Q4 25 | $240.1M | $117.4M | ||
| Q3 25 | $229.5M | $87.7M | ||
| Q2 25 | $209.7M | $102.2M | ||
| Q1 25 | $104.5M | $34.4M | ||
| Q4 24 | $219.0M | $128.7M | ||
| Q3 24 | $231.9M | $71.9M | ||
| Q2 24 | $173.0M | $21.6M | ||
| Q1 24 | $51.1M | $10.4M |
自由现金流ALLEJBTM
| Q4 25 | $200.5M | $83.5M | ||
| Q3 25 | $209.8M | $56.5M | ||
| Q2 25 | $192.0M | $83.7M | ||
| Q1 25 | $83.4M | $14.4M | ||
| Q4 24 | $194.9M | $118.7M | ||
| Q3 24 | $212.0M | $65.0M | ||
| Q2 24 | $152.1M | $11.1M | ||
| Q1 24 | $23.9M | $-100.0K |
自由现金流率ALLEJBTM
| Q4 25 | 19.4% | 8.3% | ||
| Q3 25 | 19.6% | 5.6% | ||
| Q2 25 | 18.8% | 9.0% | ||
| Q1 25 | 8.9% | 1.7% | ||
| Q4 24 | 20.6% | 25.4% | ||
| Q3 24 | 21.9% | 14.3% | ||
| Q2 24 | 15.8% | 2.8% | ||
| Q1 24 | 2.7% | -0.0% |
资本支出强度ALLEJBTM
| Q4 25 | 3.8% | 3.4% | ||
| Q3 25 | 1.8% | 3.1% | ||
| Q2 25 | 1.7% | 2.0% | ||
| Q1 25 | 2.2% | 2.3% | ||
| Q4 24 | 2.5% | 2.1% | ||
| Q3 24 | 2.1% | 1.5% | ||
| Q2 24 | 2.2% | 2.6% | ||
| Q1 24 | 3.0% | 2.7% |
现金转化率ALLEJBTM
| Q4 25 | 1.63× | 2.21× | ||
| Q3 25 | 1.22× | 1.33× | ||
| Q2 25 | 1.31× | 30.06× | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 1.52× | — | ||
| Q3 24 | 1.33× | 1.85× | ||
| Q2 24 | 1.11× | 0.70× | ||
| Q1 24 | 0.41× | 0.46× |
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% |
JBTM
暂无分部数据
