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安朗杰(ALLE)与LINDSAY CORP(LNN)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LINDSAY CORP的6.9倍($1.0B vs $150.7M)。安朗杰净利率更高(14.3% vs 11.0%,领先3.3%)。安朗杰同比增速更快(9.3% vs -6.1%)。安朗杰自由现金流更多($200.5M vs $-15.1M)。过去两年安朗杰的营收复合增速更高(7.5% vs 1.3%)
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
林赛公司总部位于美国内布拉斯加州奥马哈市,原名林赛制造公司,核心产品为旗下Zimmatic品牌中心枢轴灌溉系统,此外还生产农业机械、工程机械,以及公路与铁路基础设施设备。
ALLE vs LNN — 直观对比
营收规模更大
ALLE
是对方的6.9倍
$150.7M
营收增速更快
ALLE
高出15.4%
-6.1%
净利率更高
ALLE
高出3.3%
11.0%
自由现金流更多
ALLE
多$215.6M
$-15.1M
两年增速更快
ALLE
近两年复合增速
1.3%
损益表 — Q4 2025 vs Q1 2026
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $150.7M |
| 净利润 | $147.5M | $16.5M |
| 毛利率 | 44.5% | 33.3% |
| 营业利润率 | 20.3% | 13.0% |
| 净利率 | 14.3% | 11.0% |
| 营收同比 | 9.3% | -6.1% |
| 净利润同比 | 2.4% | -3.7% |
| 每股收益(稀释后) | $1.70 | $1.54 |
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
ALLE
LNN
| Q4 25 | $1.0B | $150.7M | ||
| Q3 25 | $1.1B | $149.0M | ||
| Q2 25 | $1.0B | $165.7M | ||
| Q1 25 | $941.9M | $183.8M | ||
| Q4 24 | $945.6M | $160.5M | ||
| Q3 24 | $967.1M | $149.4M | ||
| Q2 24 | $965.6M | $133.7M | ||
| Q1 24 | $893.9M | $146.8M |
净利润
ALLE
LNN
| Q4 25 | $147.5M | $16.5M | ||
| Q3 25 | $188.4M | $10.8M | ||
| Q2 25 | $159.7M | $19.5M | ||
| Q1 25 | $148.2M | $26.6M | ||
| Q4 24 | $144.1M | $17.2M | ||
| Q3 24 | $174.2M | $12.7M | ||
| Q2 24 | $155.4M | $20.4M | ||
| Q1 24 | $123.8M | $18.1M |
毛利率
ALLE
LNN
| Q4 25 | 44.5% | 33.3% | ||
| Q3 25 | 45.8% | 30.0% | ||
| Q2 25 | 45.6% | 32.4% | ||
| Q1 25 | 44.9% | 34.0% | ||
| Q4 24 | 44.1% | 31.1% | ||
| Q3 24 | 44.7% | 30.6% | ||
| Q2 24 | 44.4% | 34.8% | ||
| Q1 24 | 43.8% | 33.3% |
营业利润率
ALLE
LNN
| Q4 25 | 20.3% | 13.0% | ||
| Q3 25 | 21.8% | 7.6% | ||
| Q2 25 | 21.5% | 14.4% | ||
| Q1 25 | 20.9% | 17.5% | ||
| Q4 24 | 19.5% | 13.0% | ||
| Q3 24 | 22.2% | 9.0% | ||
| Q2 24 | 21.6% | 14.9% | ||
| Q1 24 | 19.3% | 15.1% |
净利率
ALLE
LNN
| Q4 25 | 14.3% | 11.0% | ||
| Q3 25 | 17.6% | 7.3% | ||
| Q2 25 | 15.6% | 11.8% | ||
| Q1 25 | 15.7% | 14.5% | ||
| Q4 24 | 15.2% | 10.7% | ||
| Q3 24 | 18.0% | 8.5% | ||
| Q2 24 | 16.1% | 15.2% | ||
| Q1 24 | 13.8% | 12.3% |
每股收益(稀释后)
ALLE
LNN
| Q4 25 | $1.70 | $1.54 | ||
| Q3 25 | $2.18 | $0.99 | ||
| Q2 25 | $1.85 | $1.78 | ||
| Q1 25 | $1.71 | $2.44 | ||
| Q4 24 | $1.65 | $1.57 | ||
| Q3 24 | $1.99 | $1.16 | ||
| Q2 24 | $1.77 | $1.85 | ||
| Q1 24 | $1.41 | $1.64 |
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 | $199.6M |
| 总债务越低越好 | $2.0B | $115.2M |
| 股东权益账面价值 | $2.1B | $518.2M |
| 总资产 | $5.2B | $828.4M |
| 负债/权益比越低杠杆越低 | 0.96× | 0.22× |
8季度趋势,按日历期对齐
现金及短期投资
ALLE
LNN
| Q4 25 | $356.2M | $199.6M | ||
| Q3 25 | $302.7M | $250.6M | ||
| Q2 25 | $656.8M | $210.8M | ||
| Q1 25 | $494.5M | $186.7M | ||
| Q4 24 | $503.8M | $194.1M | ||
| Q3 24 | $878.9M | $190.9M | ||
| Q2 24 | $747.5M | $152.7M | ||
| Q1 24 | $391.8M | $150.6M |
总债务
ALLE
LNN
| Q4 25 | $2.0B | $115.2M | ||
| Q3 25 | $2.1B | $115.3M | ||
| Q2 25 | $2.1B | $115.3M | ||
| Q1 25 | $2.0B | $115.4M | ||
| Q4 24 | $2.0B | $115.4M | ||
| Q3 24 | $2.4B | $115.5M | ||
| Q2 24 | $2.4B | $115.5M | ||
| Q1 24 | $2.0B | $115.6M |
股东权益
ALLE
LNN
| Q4 25 | $2.1B | $518.2M | ||
| Q3 25 | $1.9B | $532.9M | ||
| Q2 25 | $1.8B | $528.8M | ||
| Q1 25 | $1.6B | $516.4M | ||
| Q4 24 | $1.5B | $488.5M | ||
| Q3 24 | $1.6B | $480.9M | ||
| Q2 24 | $1.4B | $480.0M | ||
| Q1 24 | $1.4B | $483.0M |
总资产
ALLE
LNN
| Q4 25 | $5.2B | $828.4M | ||
| Q3 25 | $5.2B | $840.8M | ||
| Q2 25 | $4.9B | $840.9M | ||
| Q1 25 | $4.6B | $814.2M | ||
| Q4 24 | $4.5B | $771.0M | ||
| Q3 24 | $5.0B | $760.2M | ||
| Q2 24 | $4.8B | $758.1M | ||
| Q1 24 | $4.3B | $765.3M |
负债/权益比
ALLE
LNN
| Q4 25 | 0.96× | 0.22× | ||
| Q3 25 | 1.07× | 0.22× | ||
| Q2 25 | 1.16× | 0.22× | ||
| Q1 25 | 1.24× | 0.22× | ||
| Q4 24 | 1.33× | 0.24× | ||
| Q3 24 | 1.53× | 0.24× | ||
| Q2 24 | 1.69× | 0.24× | ||
| Q1 24 | 1.49× | 0.24× |
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 | $-597.0K |
| 自由现金流经营现金流 - 资本支出 | $200.5M | $-15.1M |
| 自由现金流率自由现金流/营收 | 19.4% | -10.0% |
| 资本支出强度资本支出/营收 | 3.8% | 9.6% |
| 现金转化率经营现金流/净利润 | 1.63× | -0.04× |
| 过去12个月自由现金流最近4个季度 | $685.7M | $62.9M |
8季度趋势,按日历期对齐
经营现金流
ALLE
LNN
| Q4 25 | $240.1M | $-597.0K | ||
| Q3 25 | $229.5M | $64.0M | ||
| Q2 25 | $209.7M | $35.0M | ||
| Q1 25 | $104.5M | $12.3M | ||
| Q4 24 | $219.0M | $21.6M | ||
| Q3 24 | $231.9M | $53.1M | ||
| Q2 24 | $173.0M | $30.5M | ||
| Q1 24 | $51.1M | $-9.7M |
自由现金流
ALLE
LNN
| Q4 25 | $200.5M | $-15.1M | ||
| Q3 25 | $209.8M | $49.8M | ||
| Q2 25 | $192.0M | $25.7M | ||
| Q1 25 | $83.4M | $2.5M | ||
| Q4 24 | $194.9M | $12.5M | ||
| Q3 24 | $212.0M | $47.7M | ||
| Q2 24 | $152.1M | $25.8M | ||
| Q1 24 | $23.9M | $-21.6M |
自由现金流率
ALLE
LNN
| Q4 25 | 19.4% | -10.0% | ||
| Q3 25 | 19.6% | 33.4% | ||
| Q2 25 | 18.8% | 15.5% | ||
| Q1 25 | 8.9% | 1.4% | ||
| Q4 24 | 20.6% | 7.8% | ||
| Q3 24 | 21.9% | 31.9% | ||
| Q2 24 | 15.8% | 19.3% | ||
| Q1 24 | 2.7% | -14.7% |
资本支出强度
ALLE
LNN
| Q4 25 | 3.8% | 9.6% | ||
| Q3 25 | 1.8% | 9.6% | ||
| Q2 25 | 1.7% | 5.6% | ||
| Q1 25 | 2.2% | 5.3% | ||
| Q4 24 | 2.5% | 5.7% | ||
| Q3 24 | 2.1% | 3.6% | ||
| Q2 24 | 2.2% | 3.6% | ||
| Q1 24 | 3.0% | 8.1% |
现金转化率
ALLE
LNN
| Q4 25 | 1.63× | -0.04× | ||
| Q3 25 | 1.22× | 5.92× | ||
| Q2 25 | 1.31× | 1.79× | ||
| Q1 25 | 0.71× | 0.46× | ||
| Q4 24 | 1.52× | 1.26× | ||
| Q3 24 | 1.33× | 4.17× | ||
| Q2 24 | 1.11× | 1.50× | ||
| Q1 24 | 0.41× | -0.54× |
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% |
LNN
| Transferred At Point In Time | $133.2M | 88% |
| Infrastructure | $13.4M | 9% |
| Transferred Over Time | $8.0M | 5% |