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安朗杰（ALLE）与MongoDB, Inc.（MDB）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MongoDB, Inc.的1.6倍（$1.0B vs $628.3M），安朗杰净利率更高（13.4% vs -0.3%，领先13.7%），MongoDB, Inc.同比增速更快（18.7% vs 9.7%），过去两年MongoDB, Inc.的营收复合增速更高（17.1% 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
MongoDB Inc.是美国软件企业，核心业务为开发面向非结构化数据的数据库引擎MongoDB并提供相关商用技术支持。该产品脱胎于NoSQL数据库，后续新增ACID事务等能力，功能覆盖场景持续拓展，可充分满足全球企业级客户的多元需求。
ALLE vs MDB — 直观对比
营收规模更大
ALLE
是对方的1.6倍
$628.3M
营收增速更快
MDB
高出9.0%
9.7%
净利率更高
ALLE
高出13.7%
-0.3%
两年增速更快
MDB
近两年复合增速
3.5%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $628.3M |
| 净利润 | $138.1M | $-2.0M |
| 毛利率 | 44.0% | 71.5% |
| 营业利润率 | 18.9% | -2.9% |
| 净利率 | 13.4% | -0.3% |
| 营收同比 | 9.7% | 18.7% |
| 净利润同比 | -6.8% | 79.5% |
| 每股收益（稀释后） | — | — |
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ALLEMDB
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $628.3M | ||
| Q3 25 | $1.1B | $591.4M | ||
| Q2 25 | $1.0B | $549.0M | ||
| Q1 25 | $941.9M | $548.4M | ||
| Q4 24 | $945.6M | $529.4M | ||
| Q3 24 | $967.1M | $478.1M | ||
| Q2 24 | $965.6M | $450.6M |
净利润ALLEMDB
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $-2.0M | ||
| Q3 25 | $188.4M | $-47.0M | ||
| Q2 25 | $159.7M | $-37.6M | ||
| Q1 25 | $148.2M | $15.8M | ||
| Q4 24 | $144.1M | $-9.8M | ||
| Q3 24 | $174.2M | $-54.5M | ||
| Q2 24 | $155.4M | $-80.6M |
毛利率ALLEMDB
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | 71.5% | ||
| Q3 25 | 45.8% | 71.0% | ||
| Q2 25 | 45.6% | 71.2% | ||
| Q1 25 | 44.9% | 72.8% | ||
| Q4 24 | 44.1% | 74.4% | ||
| Q3 24 | 44.7% | 73.2% | ||
| Q2 24 | 44.4% | 72.8% |
营业利润率ALLEMDB
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | -2.9% | ||
| Q3 25 | 21.8% | -11.0% | ||
| Q2 25 | 21.5% | -9.8% | ||
| Q1 25 | 20.9% | -3.4% | ||
| Q4 24 | 19.5% | -5.3% | ||
| Q3 24 | 22.2% | -14.9% | ||
| Q2 24 | 21.6% | -21.8% |
净利率ALLEMDB
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | -0.3% | ||
| Q3 25 | 17.6% | -8.0% | ||
| Q2 25 | 15.6% | -6.9% | ||
| Q1 25 | 15.7% | 2.9% | ||
| Q4 24 | 15.2% | -1.8% | ||
| Q3 24 | 18.0% | -11.4% | ||
| Q2 24 | 16.1% | -17.9% |
每股收益（稀释后）ALLEMDB
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | — | ||
| Q3 25 | $2.18 | — | ||
| Q2 25 | $1.85 | — | ||
| Q1 25 | $1.71 | — | ||
| Q4 24 | $1.65 | — | ||
| Q3 24 | $1.99 | — | ||
| Q2 24 | $1.77 | — |
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 | $834.1M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.1B | $2.9B |
| 总资产 | $5.3B | $3.6B |
| 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ALLEMDB
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $834.1M | ||
| Q3 25 | $302.7M | $647.1M | ||
| Q2 25 | $656.8M | $657.8M | ||
| Q1 25 | $494.5M | $490.1M | ||
| Q4 24 | $503.8M | $673.1M | ||
| Q3 24 | $878.9M | $1.3B | ||
| Q2 24 | $747.5M | $815.7M |
总债务ALLEMDB
| 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ALLEMDB
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $2.9B | ||
| Q3 25 | $1.9B | $2.9B | ||
| Q2 25 | $1.8B | $3.0B | ||
| Q1 25 | $1.6B | $2.8B | ||
| Q4 24 | $1.5B | $1.5B | ||
| Q3 24 | $1.6B | $1.4B | ||
| Q2 24 | $1.4B | $1.3B |
总资产ALLEMDB
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $3.6B | ||
| Q3 25 | $5.2B | $3.5B | ||
| Q2 25 | $4.9B | $3.6B | ||
| Q1 25 | $4.6B | $3.4B | ||
| Q4 24 | $4.5B | $3.2B | ||
| Q3 24 | $5.0B | $3.1B | ||
| Q2 24 | $4.8B | $3.0B |
负债/权益比ALLEMDB
| 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 | $143.5M |
| 自由现金流经营现金流 - 资本支出 | — | $141.8M |
| 自由现金流率自由现金流/营收 | — | 22.6% |
| 资本支出强度资本支出/营收 | 2.0% | 0.3% |
| 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 | — | $346.3M |
8季度趋势，按日历期对齐
经营现金流ALLEMDB
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $143.5M | ||
| Q3 25 | $229.5M | $72.1M | ||
| Q2 25 | $209.7M | $109.9M | ||
| Q1 25 | $104.5M | $50.5M | ||
| Q4 24 | $219.0M | $37.4M | ||
| Q3 24 | $231.9M | $-1.4M | ||
| Q2 24 | $173.0M | $63.6M |
自由现金流ALLEMDB
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $141.8M | ||
| Q3 25 | $209.8M | $71.6M | ||
| Q2 25 | $192.0M | $108.3M | ||
| Q1 25 | $83.4M | $24.6M | ||
| Q4 24 | $194.9M | $35.5M | ||
| Q3 24 | $212.0M | $-2.4M | ||
| Q2 24 | $152.1M | $63.1M |
自由现金流率ALLEMDB
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 22.6% | ||
| Q3 25 | 19.6% | 12.1% | ||
| Q2 25 | 18.8% | 19.7% | ||
| Q1 25 | 8.9% | 4.5% | ||
| Q4 24 | 20.6% | 6.7% | ||
| Q3 24 | 21.9% | -0.5% | ||
| Q2 24 | 15.8% | 14.0% |
资本支出强度ALLEMDB
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 0.3% | ||
| Q3 25 | 1.8% | 0.1% | ||
| Q2 25 | 1.7% | 0.3% | ||
| Q1 25 | 2.2% | 4.7% | ||
| Q4 24 | 2.5% | 0.4% | ||
| Q3 24 | 2.1% | 0.2% | ||
| Q2 24 | 2.2% | 0.1% |
现金转化率ALLEMDB
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.22× | — | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 0.71× | 3.19× | ||
| 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% |
MDB
| Mongo DB Atlas Related | $470.4M | 75% |
| Other Subscription | $138.7M | 22% |
| Services | $19.2M | 3% |
