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安朗杰（ALLE）与Stride, Inc.（LRN）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Stride, Inc.的1.6倍（$1.0B vs $629.9M），Stride, Inc.净利率更高（14.1% vs 13.4%，领先0.7%），安朗杰同比增速更快（9.7% vs 2.7%），过去两年Stride, Inc.的营收复合增速更高（8.6% 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
Stride, Inc.是一家营利性教育机构，主营在线及混合式教育项目。作为教育管理机构，其为K12阶段公立学校学生提供替代传统线下教学的在线教育方案，同时也开设职业学习课程。截至2012年，这家上市企业是全球招生规模最大的教育管理机构。
ALLE vs LRN — 直观对比
营收规模更大
ALLE
是对方的1.6倍
$629.9M
营收增速更快
ALLE
高出7.0%
2.7%
净利率更高
LRN
高出0.7%
13.4%
两年增速更快
LRN
近两年复合增速
3.5%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $629.9M |
| 净利润 | $138.1M | $88.5M |
| 毛利率 | 44.0% | — |
| 营业利润率 | 18.9% | 20.5% |
| 净利率 | 13.4% | 14.1% |
| 营收同比 | 9.7% | 2.7% |
| 净利润同比 | -6.8% | 8.5% |
| 每股收益（稀释后） | — | $1.93 |
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ALLELRN
| Q3 26 | — | $629.9M | ||
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $631.3M | ||
| Q3 25 | $1.1B | $620.9M | ||
| Q2 25 | $1.0B | $653.6M | ||
| Q1 25 | $941.9M | $613.4M | ||
| Q4 24 | $945.6M | $587.2M | ||
| Q3 24 | $967.1M | $551.1M |
净利润ALLELRN
| Q3 26 | — | $88.5M | ||
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $99.5M | ||
| Q3 25 | $188.4M | $68.8M | ||
| Q2 25 | $159.7M | $51.3M | ||
| Q1 25 | $148.2M | $99.3M | ||
| Q4 24 | $144.1M | $96.4M | ||
| Q3 24 | $174.2M | $40.9M |
毛利率ALLELRN
| Q3 26 | — | — | ||
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | 41.1% | ||
| Q3 25 | 45.8% | 39.0% | ||
| Q2 25 | 45.6% | 36.6% | ||
| Q1 25 | 44.9% | 40.6% | ||
| Q4 24 | 44.1% | 40.8% | ||
| Q3 24 | 44.7% | 39.2% |
营业利润率ALLELRN
| Q3 26 | — | 20.5% | ||
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 23.3% | ||
| Q3 25 | 21.8% | 11.1% | ||
| Q2 25 | 21.5% | 8.7% | ||
| Q1 25 | 20.9% | 21.3% | ||
| Q4 24 | 19.5% | 21.3% | ||
| Q3 24 | 22.2% | 8.6% |
净利率ALLELRN
| Q3 26 | — | 14.1% | ||
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | 15.8% | ||
| Q3 25 | 17.6% | 11.1% | ||
| Q2 25 | 15.6% | 7.9% | ||
| Q1 25 | 15.7% | 16.2% | ||
| Q4 24 | 15.2% | 16.4% | ||
| Q3 24 | 18.0% | 7.4% |
每股收益（稀释后）ALLELRN
| Q3 26 | — | $1.93 | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $2.12 | ||
| Q3 25 | $2.18 | $1.40 | ||
| Q2 25 | $1.85 | $0.96 | ||
| Q1 25 | $1.71 | $2.02 | ||
| Q4 24 | $1.65 | $2.03 | ||
| Q3 24 | $1.99 | $0.94 |
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 | $614.0M |
| 总债务越低越好 | $2.0B | $417.6M |
| 股东权益账面价值 | $2.1B | $1.6B |
| 总资产 | $5.3B | $2.4B |
| 负债/权益比越低杠杆越低 | 0.97× | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资ALLELRN
| Q3 26 | — | $614.0M | ||
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $625.7M | ||
| Q3 25 | $302.7M | $715.1M | ||
| Q2 25 | $656.8M | $985.3M | ||
| Q1 25 | $494.5M | $723.7M | ||
| Q4 24 | $503.8M | $717.5M | ||
| Q3 24 | $878.9M | $522.2M |
总债务ALLELRN
| Q3 26 | — | $417.6M | ||
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $417.2M | ||
| Q3 25 | $2.1B | $416.8M | ||
| Q2 25 | $2.1B | $416.3M | ||
| Q1 25 | $2.0B | $415.9M | ||
| Q4 24 | $2.0B | $415.5M | ||
| Q3 24 | $2.4B | $415.1M |
股东权益ALLELRN
| Q3 26 | — | $1.6B | ||
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $1.5B | ||
| Q3 25 | $1.9B | $1.5B | ||
| Q2 25 | $1.8B | $1.5B | ||
| Q1 25 | $1.6B | $1.4B | ||
| Q4 24 | $1.5B | $1.3B | ||
| Q3 24 | $1.6B | $1.2B |
总资产ALLELRN
| Q3 26 | — | $2.4B | ||
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $2.3B | ||
| Q3 25 | $5.2B | $2.3B | ||
| Q2 25 | $4.9B | $2.3B | ||
| Q1 25 | $4.6B | $2.2B | ||
| Q4 24 | $4.5B | $2.1B | ||
| Q3 24 | $5.0B | $2.0B |
负债/权益比ALLELRN
| Q3 26 | — | 0.25× | ||
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | 0.27× | ||
| Q3 25 | 1.07× | 0.27× | ||
| Q2 25 | 1.16× | 0.28× | ||
| Q1 25 | 1.24× | 0.29× | ||
| Q4 24 | 1.33× | 0.32× | ||
| Q3 24 | 1.53× | 0.34× |
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 | $117.0M |
| 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× | 1.32× |
| 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ALLELRN
| Q3 26 | — | $117.0M | ||
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $91.8M | ||
| Q3 25 | $229.5M | $-195.8M | ||
| Q2 25 | $209.7M | $298.3M | ||
| Q1 25 | $104.5M | $53.1M | ||
| Q4 24 | $219.0M | $223.4M | ||
| Q3 24 | $231.9M | $-142.0M |
自由现金流ALLELRN
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $91.6M | ||
| Q3 25 | $209.8M | $-196.1M | ||
| Q2 25 | $192.0M | $297.9M | ||
| Q1 25 | $83.4M | $52.9M | ||
| Q4 24 | $194.9M | $222.9M | ||
| Q3 24 | $212.0M | $-142.7M |
自由现金流率ALLELRN
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 14.5% | ||
| Q3 25 | 19.6% | -31.6% | ||
| Q2 25 | 18.8% | 45.6% | ||
| Q1 25 | 8.9% | 8.6% | ||
| Q4 24 | 20.6% | 38.0% | ||
| Q3 24 | 21.9% | -25.9% |
资本支出强度ALLELRN
| Q3 26 | — | — | ||
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 0.0% | ||
| Q3 25 | 1.8% | 0.0% | ||
| Q2 25 | 1.7% | 0.1% | ||
| Q1 25 | 2.2% | 0.0% | ||
| Q4 24 | 2.5% | 0.1% | ||
| Q3 24 | 2.1% | 0.1% |
现金转化率ALLELRN
| Q3 26 | — | 1.32× | ||
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 0.92× | ||
| Q3 25 | 1.22× | -2.85× | ||
| Q2 25 | 1.31× | 5.81× | ||
| Q1 25 | 0.71× | 0.53× | ||
| Q4 24 | 1.52× | 2.32× | ||
| Q3 24 | 1.33× | -3.47× |
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% |
LRN
| General Education | $357.5M | 57% |
| Middle - High School | $259.5M | 41% |
| Adult | $12.9M | 2% |
