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安朗杰（ALLE）与Joby Aviation, Inc.（JOBY）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Joby Aviation, Inc.的33.5倍（$1.0B vs $30.8M）。Joby Aviation, Inc.同比增速更快（55965.5% vs 9.3%）。安朗杰自由现金流更多（$200.5M vs $-563.8M）。过去两年Joby Aviation, Inc.的营收复合增速更高（3412.0% 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
Joby Aviation是一家获风险投资支持的美国航空企业，专注研发电动垂直起降（eVTOL）飞行器，计划依托该产品推出空中出租车服务。公司总部位于加利福尼亚州圣克鲁斯，在加州圣卡洛斯、马里纳以及德国慕尼黑均设有办公地点。
ALLE vs JOBY — 直观对比
营收规模更大
ALLE
是对方的33.5倍
$30.8M
营收增速更快
JOBY
高出55956.2%
9.3%
自由现金流更多
ALLE
多$764.3M
$-563.8M
两年增速更快
JOBY
近两年复合增速
7.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $30.8M |
| 净利润 | $147.5M | — |
| 毛利率 | 44.5% | — |
| 营业利润率 | 20.3% | — |
| 净利率 | 14.3% | — |
| 营收同比 | 9.3% | 55965.5% |
| 净利润同比 | 2.4% | 50.7% |
| 每股收益（稀释后） | $1.70 | — |
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ALLEJOBY
| Q4 25 | $1.0B | $30.8M | ||
| Q3 25 | $1.1B | $22.6M | ||
| Q2 25 | $1.0B | $15.0K | ||
| Q1 25 | $941.9M | $0 | ||
| Q4 24 | $945.6M | $55.0K | ||
| Q3 24 | $967.1M | $28.0K | ||
| Q2 24 | $965.6M | $28.0K | ||
| Q1 24 | $893.9M | $25.0K |
净利润ALLEJOBY
| Q4 25 | $147.5M | — | ||
| Q3 25 | $188.4M | $-401.2M | ||
| Q2 25 | $159.7M | $-324.7M | ||
| Q1 25 | $148.2M | $-82.4M | ||
| Q4 24 | $144.1M | — | ||
| Q3 24 | $174.2M | $-143.9M | ||
| Q2 24 | $155.4M | $-123.3M | ||
| Q1 24 | $123.8M | $-94.6M |
毛利率ALLEJOBY
| 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% | — | ||
| Q1 24 | 43.8% | — |
营业利润率ALLEJOBY
| Q4 25 | 20.3% | — | ||
| Q3 25 | 21.8% | -804.8% | ||
| Q2 25 | 21.5% | -1119093.3% | ||
| Q1 25 | 20.9% | — | ||
| Q4 24 | 19.5% | — | ||
| Q3 24 | 22.2% | -559625.0% | ||
| Q2 24 | 21.6% | -515310.7% | ||
| Q1 24 | 19.3% | -583588.0% |
净利率ALLEJOBY
| Q4 25 | 14.3% | — | ||
| Q3 25 | 17.6% | -1777.4% | ||
| Q2 25 | 15.6% | -2164493.3% | ||
| Q1 25 | 15.7% | — | ||
| Q4 24 | 15.2% | — | ||
| Q3 24 | 18.0% | -513850.0% | ||
| Q2 24 | 16.1% | -440328.6% | ||
| Q1 24 | 13.8% | -378348.0% |
每股收益（稀释后）ALLEJOBY
| Q4 25 | $1.70 | — | ||
| Q3 25 | $2.18 | $-0.48 | ||
| Q2 25 | $1.85 | $-0.41 | ||
| Q1 25 | $1.71 | $-0.11 | ||
| Q4 24 | $1.65 | — | ||
| Q3 24 | $1.99 | $-0.21 | ||
| Q2 24 | $1.77 | $-0.18 | ||
| Q1 24 | $1.41 | $-0.14 |
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 | $1.4B |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.1B | $1.4B |
| 总资产 | $5.2B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.96× | — |
8季度趋势，按日历期对齐
现金及短期投资ALLEJOBY
| Q4 25 | $356.2M | $1.4B | ||
| Q3 25 | $302.7M | $978.1M | ||
| Q2 25 | $656.8M | $991.0M | ||
| Q1 25 | $494.5M | $812.5M | ||
| Q4 24 | $503.8M | $932.9M | ||
| Q3 24 | $878.9M | $710.0M | ||
| Q2 24 | $747.5M | $825.0M | ||
| Q1 24 | $391.8M | $923.9M |
总债务ALLEJOBY
| 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 | — | ||
| Q1 24 | $2.0B | — |
股东权益ALLEJOBY
| Q4 25 | $2.1B | $1.4B | ||
| Q3 25 | $1.9B | $896.5M | ||
| Q2 25 | $1.8B | $898.3M | ||
| Q1 25 | $1.6B | $859.4M | ||
| Q4 24 | $1.5B | $912.4M | ||
| Q3 24 | $1.6B | $781.0M | ||
| Q2 24 | $1.4B | $894.6M | ||
| Q1 24 | $1.4B | $975.1M |
总资产ALLEJOBY
| Q4 25 | $5.2B | $1.8B | ||
| Q3 25 | $5.2B | $1.4B | ||
| Q2 25 | $4.9B | $1.3B | ||
| Q1 25 | $4.6B | $1.1B | ||
| Q4 24 | $4.5B | $1.2B | ||
| Q3 24 | $5.0B | $964.3M | ||
| Q2 24 | $4.8B | $1.1B | ||
| Q1 24 | $4.3B | $1.2B |
负债/权益比ALLEJOBY
| 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× | — | ||
| Q1 24 | 1.49× | — |
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 | $-509.9M |
| 自由现金流经营现金流 - 资本支出 | $200.5M | $-563.8M |
| 自由现金流率自由现金流/营收 | 19.4% | -1828.4% |
| 资本支出强度资本支出/营收 | 3.8% | 174.9% |
| 现金转化率经营现金流/净利润 | 1.63× | — |
| 过去12个月自由现金流最近4个季度 | $685.7M | $-960.6M |
8季度趋势，按日历期对齐
经营现金流ALLEJOBY
| Q4 25 | $240.1M | $-509.9M | ||
| Q3 25 | $229.5M | $-139.2M | ||
| Q2 25 | $209.7M | $-106.6M | ||
| Q1 25 | $104.5M | $-111.0M | ||
| Q4 24 | $219.0M | $-436.3M | ||
| Q3 24 | $231.9M | $-110.3M | ||
| Q2 24 | $173.0M | $-98.8M | ||
| Q1 24 | $51.1M | $-106.6M |
自由现金流ALLEJOBY
| Q4 25 | $200.5M | $-563.8M | ||
| Q3 25 | $209.8M | $-152.2M | ||
| Q2 25 | $192.0M | $-118.7M | ||
| Q1 25 | $83.4M | $-125.9M | ||
| Q4 24 | $194.9M | $-476.9M | ||
| Q3 24 | $212.0M | $-120.2M | ||
| Q2 24 | $152.1M | $-107.3M | ||
| Q1 24 | $23.9M | $-113.5M |
自由现金流率ALLEJOBY
| Q4 25 | 19.4% | -1828.4% | ||
| Q3 25 | 19.6% | -674.3% | ||
| Q2 25 | 18.8% | -791333.3% | ||
| Q1 25 | 8.9% | — | ||
| Q4 24 | 20.6% | -867061.8% | ||
| Q3 24 | 21.9% | -429128.6% | ||
| Q2 24 | 15.8% | -383178.6% | ||
| Q1 24 | 2.7% | -454080.0% |
资本支出强度ALLEJOBY
| Q4 25 | 3.8% | 174.9% | ||
| Q3 25 | 1.8% | 57.7% | ||
| Q2 25 | 1.7% | 80913.3% | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 2.5% | 73849.1% | ||
| Q3 24 | 2.1% | 35207.1% | ||
| Q2 24 | 2.2% | 30192.9% | ||
| Q1 24 | 3.0% | 27540.0% |
现金转化率ALLEJOBY
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.22× | — | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 1.52× | — | ||
| Q3 24 | 1.33× | — | ||
| Q2 24 | 1.11× | — | ||
| Q1 24 | 0.41× | — |
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% |
JOBY
暂无分部数据
