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安朗杰（ALLE）与朗美通（LITE）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朗美通的1.6倍（$1.0B vs $665.5M），安朗杰净利率更高（13.4% vs 11.8%，领先1.6%），朗美通同比增速更快（65.5% vs 9.7%），过去两年朗美通的营收复合增速更高（34.8% 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
朗美通控股（Lumentum Holdings Inc.）是全球知名光电产品供应商，前身为美国捷迪讯（JDSU）旗下光电器件及激光业务板块，2015年8月随捷迪讯分拆独立运营，总部位于美国加利福尼亚州米尔皮塔斯，主营光通信网络设备、激光器、定制光学解决方案等多元产品。
ALLE vs LITE — 直观对比
营收规模更大
ALLE
是对方的1.6倍
$665.5M
营收增速更快
LITE
高出55.7%
9.7%
净利率更高
ALLE
高出1.6%
11.8%
两年增速更快
LITE
近两年复合增速
3.5%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $665.5M |
| 净利润 | $138.1M | $78.2M |
| 毛利率 | 44.0% | 36.1% |
| 营业利润率 | 18.9% | 9.7% |
| 净利率 | 13.4% | 11.8% |
| 营收同比 | 9.7% | 65.5% |
| 净利润同比 | -6.8% | 228.4% |
| 每股收益（稀释后） | — | $0.89 |
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ALLELITE
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $665.5M | ||
| Q3 25 | $1.1B | $533.8M | ||
| Q2 25 | $1.0B | $480.7M | ||
| Q1 25 | $941.9M | $425.2M | ||
| Q4 24 | $945.6M | $402.2M | ||
| Q3 24 | $967.1M | $336.9M | ||
| Q2 24 | $965.6M | $308.3M |
净利润ALLELITE
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $78.2M | ||
| Q3 25 | $188.4M | $4.2M | ||
| Q2 25 | $159.7M | $213.3M | ||
| Q1 25 | $148.2M | $-44.1M | ||
| Q4 24 | $144.1M | $-60.9M | ||
| Q3 24 | $174.2M | $-82.4M | ||
| Q2 24 | $155.4M | $-252.5M |
毛利率ALLELITE
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | 36.1% | ||
| Q3 25 | 45.8% | 34.0% | ||
| Q2 25 | 45.6% | 33.3% | ||
| Q1 25 | 44.9% | 28.8% | ||
| Q4 24 | 44.1% | 24.8% | ||
| Q3 24 | 44.7% | 23.1% | ||
| Q2 24 | 44.4% | 16.6% |
营业利润率ALLELITE
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 9.7% | ||
| Q3 25 | 21.8% | 1.3% | ||
| Q2 25 | 21.5% | -1.7% | ||
| Q1 25 | 20.9% | -8.9% | ||
| Q4 24 | 19.5% | -12.8% | ||
| Q3 24 | 22.2% | -24.5% | ||
| Q2 24 | 21.6% | -43.3% |
净利率ALLELITE
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | 11.8% | ||
| Q3 25 | 17.6% | 0.8% | ||
| Q2 25 | 15.6% | 44.4% | ||
| Q1 25 | 15.7% | -10.4% | ||
| Q4 24 | 15.2% | -15.1% | ||
| Q3 24 | 18.0% | -24.5% | ||
| Q2 24 | 16.1% | -81.9% |
每股收益（稀释后）ALLELITE
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $0.89 | ||
| Q3 25 | $2.18 | $0.05 | ||
| Q2 25 | $1.85 | $3.10 | ||
| Q1 25 | $1.71 | $-0.64 | ||
| Q4 24 | $1.65 | $-0.88 | ||
| Q3 24 | $1.99 | $-1.21 | ||
| Q2 24 | $1.77 | $-3.75 |
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 | $1.2B |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.1B | $846.6M |
| 总资产 | $5.3B | $4.8B |
| 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ALLELITE
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $1.2B | ||
| Q3 25 | $302.7M | $1.1B | ||
| Q2 25 | $656.8M | $877.1M | ||
| Q1 25 | $494.5M | $866.7M | ||
| Q4 24 | $503.8M | $896.7M | ||
| Q3 24 | $878.9M | $916.1M | ||
| Q2 24 | $747.5M | $887.0M |
总债务ALLELITE
| 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ALLELITE
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $846.6M | ||
| Q3 25 | $1.9B | $780.8M | ||
| Q2 25 | $1.8B | $1.1B | ||
| Q1 25 | $1.6B | $879.5M | ||
| Q4 24 | $1.5B | $872.3M | ||
| Q3 24 | $1.6B | $895.9M | ||
| Q2 24 | $1.4B | $957.3M |
总资产ALLELITE
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $4.8B | ||
| Q3 25 | $5.2B | $4.6B | ||
| Q2 25 | $4.9B | $4.2B | ||
| Q1 25 | $4.6B | $4.0B | ||
| Q4 24 | $4.5B | $4.0B | ||
| Q3 24 | $5.0B | $4.0B | ||
| Q2 24 | $4.8B | $3.9B |
负债/权益比ALLELITE
| 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 | $126.7M |
| 自由现金流经营现金流 - 资本支出 | — | $43.1M |
| 自由现金流率自由现金流/营收 | — | 6.5% |
| 资本支出强度资本支出/营收 | 2.0% | 12.6% |
| 现金转化率经营现金流/净利润 | 0.73× | 1.62× |
| 过去12个月自由现金流最近4个季度 | — | $-29.5M |
8季度趋势，按日历期对齐
经营现金流ALLELITE
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $126.7M | ||
| Q3 25 | $229.5M | $57.9M | ||
| Q2 25 | $209.7M | $64.0M | ||
| Q1 25 | $104.5M | $-1.6M | ||
| Q4 24 | $219.0M | $24.3M | ||
| Q3 24 | $231.9M | $39.6M | ||
| Q2 24 | $173.0M | $35.5M |
自由现金流ALLELITE
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $43.1M | ||
| Q3 25 | $209.8M | $-18.3M | ||
| Q2 25 | $192.0M | $10.1M | ||
| Q1 25 | $83.4M | $-64.4M | ||
| Q4 24 | $194.9M | $-15.9M | ||
| Q3 24 | $212.0M | $-34.5M | ||
| Q2 24 | $152.1M | $10.9M |
自由现金流率ALLELITE
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 6.5% | ||
| Q3 25 | 19.6% | -3.4% | ||
| Q2 25 | 18.8% | 2.1% | ||
| Q1 25 | 8.9% | -15.1% | ||
| Q4 24 | 20.6% | -4.0% | ||
| Q3 24 | 21.9% | -10.2% | ||
| Q2 24 | 15.8% | 3.5% |
资本支出强度ALLELITE
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 12.6% | ||
| Q3 25 | 1.8% | 14.3% | ||
| Q2 25 | 1.7% | 11.2% | ||
| Q1 25 | 2.2% | 14.8% | ||
| Q4 24 | 2.5% | 10.0% | ||
| Q3 24 | 2.1% | 22.0% | ||
| Q2 24 | 2.2% | 8.0% |
现金转化率ALLELITE
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 1.62× | ||
| Q3 25 | 1.22× | 13.79× | ||
| Q2 25 | 1.31× | 0.30× | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 1.52× | — | ||
| Q3 24 | 1.33× | — | ||
| Q2 24 | 1.11× | — |
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% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
