vs
安朗杰（ALLE）与Jackson Financial Inc.（JXN）财务数据对比。点击上方公司名可切换其他公司
Jackson Financial Inc.的季度营收约是安朗杰的1.9倍（$2.0B vs $1.0B），安朗杰净利率更高（13.4% vs -10.3%，领先23.6%），Jackson Financial Inc.同比增速更快（783.6% vs 9.7%），过去两年Jackson Financial Inc.的营收复合增速更高（50.1% 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
本公司是美国大型金融服务企业，旗下子公司面向美国及全球逾40个国家的零售与机构客户，提供保险、退休规划、投资管理等多元产品及服务。2019年为美国最大保险提供商，总资产达8151亿美元，入选《财富》世界500强及美国500强榜单。
ALLE vs JXN — 直观对比
营收规模更大
JXN
是对方的1.9倍
$1.0B
营收增速更快
JXN
高出773.8%
9.7%
净利率更高
ALLE
高出23.6%
-10.3%
两年增速更快
JXN
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 | $-204.0M |
| 毛利率 | 44.0% | — |
| 营业利润率 | 18.9% | -18.0% |
| 净利率 | 13.4% | -10.3% |
| 营收同比 | 9.7% | 783.6% |
| 净利润同比 | -6.8% | -159.1% |
| 每股收益（稀释后） | — | $-3.02 |
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ALLEJXN
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $2.0B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $1.0B | $-471.0M | ||
| Q1 25 | $941.9M | $3.8B | ||
| Q4 24 | $945.6M | — | ||
| Q3 24 | $967.1M | $2.1B | ||
| Q2 24 | $965.6M | $1.2B |
净利润ALLEJXN
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $-204.0M | ||
| Q3 25 | $188.4M | $76.0M | ||
| Q2 25 | $159.7M | $179.0M | ||
| Q1 25 | $148.2M | $-24.0M | ||
| Q4 24 | $144.1M | — | ||
| Q3 24 | $174.2M | $-469.0M | ||
| Q2 24 | $155.4M | $275.0M |
毛利率ALLEJXN
| 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ALLEJXN
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | -18.0% | ||
| Q3 25 | 21.8% | 5.1% | ||
| Q2 25 | 21.5% | — | ||
| Q1 25 | 20.9% | -0.5% | ||
| Q4 24 | 19.5% | — | ||
| Q3 24 | 22.2% | -27.3% | ||
| Q2 24 | 21.6% | 25.5% |
净利率ALLEJXN
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | -10.3% | ||
| Q3 25 | 17.6% | 5.4% | ||
| Q2 25 | 15.6% | -38.0% | ||
| Q1 25 | 15.7% | -0.6% | ||
| Q4 24 | 15.2% | — | ||
| Q3 24 | 18.0% | -22.1% | ||
| Q2 24 | 16.1% | 22.1% |
每股收益（稀释后）ALLEJXN
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $-3.02 | ||
| Q3 25 | $2.18 | $0.92 | ||
| Q2 25 | $1.85 | $2.34 | ||
| Q1 25 | $1.71 | $-0.48 | ||
| Q4 24 | $1.65 | — | ||
| Q3 24 | $1.99 | $-6.37 | ||
| Q2 24 | $1.77 | $3.43 |
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 | $5.7B |
| 总债务越低越好 | $2.0B | $2.0B |
| 股东权益账面价值 | $2.1B | $10.0B |
| 总资产 | $5.3B | $352.6B |
| 负债/权益比越低杠杆越低 | 0.97× | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资ALLEJXN
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $5.7B | ||
| Q3 25 | $302.7M | $4.6B | ||
| Q2 25 | $656.8M | $3.8B | ||
| Q1 25 | $494.5M | $3.9B | ||
| Q4 24 | $503.8M | — | ||
| Q3 24 | $878.9M | $3.1B | ||
| Q2 24 | $747.5M | $1.7B |
总债务ALLEJXN
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $2.0B | ||
| Q3 25 | $2.1B | $2.0B | ||
| Q2 25 | $2.1B | $2.0B | ||
| Q1 25 | $2.0B | $2.0B | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.4B | $2.0B | ||
| Q2 24 | $2.4B | $2.0B |
股东权益ALLEJXN
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $10.0B | ||
| Q3 25 | $1.9B | $10.2B | ||
| Q2 25 | $1.8B | $10.4B | ||
| Q1 25 | $1.6B | $10.3B | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.6B | $10.7B | ||
| Q2 24 | $1.4B | $10.1B |
总资产ALLEJXN
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $352.6B | ||
| Q3 25 | $5.2B | $353.6B | ||
| Q2 25 | $4.9B | $343.7B | ||
| Q1 25 | $4.6B | $327.2B | ||
| Q4 24 | $4.5B | — | ||
| Q3 24 | $5.0B | $345.7B | ||
| Q2 24 | $4.8B | $337.8B |
负债/权益比ALLEJXN
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | 0.20× | ||
| Q3 25 | 1.07× | 0.20× | ||
| Q2 25 | 1.16× | 0.20× | ||
| Q1 25 | 1.24× | 0.20× | ||
| Q4 24 | 1.33× | — | ||
| Q3 24 | 1.53× | 0.19× | ||
| Q2 24 | 1.69× | 0.20× |
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 | $1.6B |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 2.0% | — |
| 现金转化率经营现金流/净利润 | 0.73× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ALLEJXN
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $1.6B | ||
| Q3 25 | $229.5M | $1.4B | ||
| Q2 25 | $209.7M | $1.2B | ||
| Q1 25 | $104.5M | $1.6B | ||
| Q4 24 | $219.0M | — | ||
| Q3 24 | $231.9M | $1.4B | ||
| Q2 24 | $173.0M | $1.5B |
自由现金流ALLEJXN
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | — | ||
| Q3 25 | $209.8M | — | ||
| Q2 25 | $192.0M | — | ||
| Q1 25 | $83.4M | — | ||
| Q4 24 | $194.9M | — | ||
| Q3 24 | $212.0M | — | ||
| Q2 24 | $152.1M | — |
自由现金流率ALLEJXN
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | — | ||
| Q3 25 | 19.6% | — | ||
| Q2 25 | 18.8% | — | ||
| Q1 25 | 8.9% | — | ||
| Q4 24 | 20.6% | — | ||
| Q3 24 | 21.9% | — | ||
| Q2 24 | 15.8% | — |
资本支出强度ALLEJXN
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 1.7% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 2.1% | — | ||
| Q2 24 | 2.2% | — |
现金转化率ALLEJXN
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.22× | 18.03× | ||
| Q2 25 | 1.31× | 6.55× | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 1.52× | — | ||
| Q3 24 | 1.33× | — | ||
| Q2 24 | 1.11× | 5.37× |
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% |
JXN
| Retail Annuities Segment | $1.5B | 74% |
| Closed Life And Annuity Blocks Segment | $298.0M | 15% |
| Institutional Products Segment | $146.0M | 7% |
| Other | $70.0M | 4% |
