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安朗杰（ALLE）与Mayville Engineering Company, Inc.（MEC）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Mayville Engineering Company, Inc.的7.7倍（$1.0B vs $134.3M）。安朗杰净利率更高（14.3% vs -3.2%，领先17.5%）。Mayville Engineering Company, Inc.同比增速更快（10.7% vs 9.3%）。安朗杰自由现金流更多（$200.5M vs $10.2M）。过去两年安朗杰的营收复合增速更高（7.5% vs -8.8%）
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
Mayville Engineering Company（MEC）是总部位于美国的领先金属零部件、装配组件及定制工程解决方案供应商，主要服务农业、建筑、商用运输、国防、动力运动等领域的原始设备制造商客户，提供从原型开发到大规模量产的全流程服务。
ALLE vs MEC — 直观对比
营收规模更大
ALLE
是对方的7.7倍
$134.3M
营收增速更快
MEC
高出1.4%
9.3%
净利率更高
ALLE
高出17.5%
-3.2%
自由现金流更多
ALLE
多$190.3M
$10.2M
两年增速更快
ALLE
近两年复合增速
-8.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $134.3M |
| 净利润 | $147.5M | $-4.4M |
| 毛利率 | 44.5% | 6.8% |
| 营业利润率 | 20.3% | -4.1% |
| 净利率 | 14.3% | -3.2% |
| 营收同比 | 9.3% | 10.7% |
| 净利润同比 | 2.4% | -127.3% |
| 每股收益（稀释后） | $1.70 | $-0.22 |
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ALLEMEC
| Q4 25 | $1.0B | $134.3M | ||
| Q3 25 | $1.1B | $144.3M | ||
| Q2 25 | $1.0B | $132.3M | ||
| Q1 25 | $941.9M | $135.6M | ||
| Q4 24 | $945.6M | $121.3M | ||
| Q3 24 | $967.1M | $135.4M | ||
| Q2 24 | $965.6M | $163.6M | ||
| Q1 24 | $893.9M | $161.3M |
净利润ALLEMEC
| Q4 25 | $147.5M | $-4.4M | ||
| Q3 25 | $188.4M | $-2.7M | ||
| Q2 25 | $159.7M | $-1.1M | ||
| Q1 25 | $148.2M | $20.0K | ||
| Q4 24 | $144.1M | $16.0M | ||
| Q3 24 | $174.2M | $3.0M | ||
| Q2 24 | $155.4M | $3.8M | ||
| Q1 24 | $123.8M | $3.2M |
毛利率ALLEMEC
| Q4 25 | 44.5% | 6.8% | ||
| Q3 25 | 45.8% | 11.0% | ||
| Q2 25 | 45.6% | 10.3% | ||
| Q1 25 | 44.9% | 11.3% | ||
| Q4 24 | 44.1% | 8.9% | ||
| Q3 24 | 44.7% | 12.6% | ||
| Q2 24 | 44.4% | 13.6% | ||
| Q1 24 | 43.8% | 13.0% |
营业利润率ALLEMEC
| Q4 25 | 20.3% | -4.1% | ||
| Q3 25 | 21.8% | 0.0% | ||
| Q2 25 | 21.5% | 0.1% | ||
| Q1 25 | 20.9% | 1.2% | ||
| Q4 24 | 19.5% | 19.0% | ||
| Q3 24 | 22.2% | 4.2% | ||
| Q2 24 | 21.6% | 5.0% | ||
| Q1 24 | 19.3% | 4.7% |
净利率ALLEMEC
| Q4 25 | 14.3% | -3.2% | ||
| Q3 25 | 17.6% | -1.9% | ||
| Q2 25 | 15.6% | -0.8% | ||
| Q1 25 | 15.7% | 0.0% | ||
| Q4 24 | 15.2% | 13.2% | ||
| Q3 24 | 18.0% | 2.2% | ||
| Q2 24 | 16.1% | 2.3% | ||
| Q1 24 | 13.8% | 2.0% |
每股收益（稀释后）ALLEMEC
| Q4 25 | $1.70 | $-0.22 | ||
| Q3 25 | $2.18 | $-0.13 | ||
| Q2 25 | $1.85 | $-0.05 | ||
| Q1 25 | $1.71 | $0.00 | ||
| Q4 24 | $1.65 | $0.76 | ||
| Q3 24 | $1.99 | $0.14 | ||
| Q2 24 | $1.77 | $0.18 | ||
| Q1 24 | $1.41 | $0.16 |
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 | $1.5M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.1B | $240.7M |
| 总资产 | $5.2B | $563.6M |
| 负债/权益比越低杠杆越低 | 0.96× | — |
8季度趋势，按日历期对齐
现金及短期投资ALLEMEC
| Q4 25 | $356.2M | $1.5M | ||
| Q3 25 | $302.7M | $1.2M | ||
| Q2 25 | $656.8M | $206.0K | ||
| Q1 25 | $494.5M | $183.0K | ||
| Q4 24 | $503.8M | $206.0K | ||
| Q3 24 | $878.9M | $178.0K | ||
| Q2 24 | $747.5M | $314.0K | ||
| Q1 24 | $391.8M | $314.0K |
总债务ALLEMEC
| 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 | — | ||
| Q1 24 | $2.0B | — |
股东权益ALLEMEC
| Q4 25 | $2.1B | $240.7M | ||
| Q3 25 | $1.9B | $244.8M | ||
| Q2 25 | $1.8B | $246.8M | ||
| Q1 25 | $1.6B | $250.0M | ||
| Q4 24 | $1.5B | $251.8M | ||
| Q3 24 | $1.6B | $238.4M | ||
| Q2 24 | $1.4B | $238.1M | ||
| Q1 24 | $1.4B | $234.0M |
总资产ALLEMEC
| Q4 25 | $5.2B | $563.6M | ||
| Q3 25 | $5.2B | $585.6M | ||
| Q2 25 | $4.9B | $433.7M | ||
| Q1 25 | $4.6B | $447.7M | ||
| Q4 24 | $4.5B | $445.6M | ||
| Q3 24 | $5.0B | $466.0M | ||
| Q2 24 | $4.8B | $488.2M | ||
| Q1 24 | $4.3B | $499.9M |
负债/权益比ALLEMEC
| 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× | — | ||
| Q1 24 | 1.49× | — |
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 | $13.4M |
| 自由现金流经营现金流 - 资本支出 | $200.5M | $10.2M |
| 自由现金流率自由现金流/营收 | 19.4% | 7.6% |
| 资本支出强度资本支出/营收 | 3.8% | 2.4% |
| 现金转化率经营现金流/净利润 | 1.63× | — |
| 过去12个月自由现金流最近4个季度 | $685.7M | $26.9M |
8季度趋势，按日历期对齐
经营现金流ALLEMEC
| Q4 25 | $240.1M | $13.4M | ||
| Q3 25 | $229.5M | $1.9M | ||
| Q2 25 | $209.7M | $15.0M | ||
| Q1 25 | $104.5M | $8.3M | ||
| Q4 24 | $219.0M | $38.0M | ||
| Q3 24 | $231.9M | $17.9M | ||
| Q2 24 | $173.0M | $23.3M | ||
| Q1 24 | $51.1M | $10.6M |
自由现金流ALLEMEC
| Q4 25 | $200.5M | $10.2M | ||
| Q3 25 | $209.8M | $-1.1M | ||
| Q2 25 | $192.0M | $12.5M | ||
| Q1 25 | $83.4M | $5.4M | ||
| Q4 24 | $194.9M | $35.6M | ||
| Q3 24 | $212.0M | $15.1M | ||
| Q2 24 | $152.1M | $19.2M | ||
| Q1 24 | $23.9M | $7.8M |
自由现金流率ALLEMEC
| Q4 25 | 19.4% | 7.6% | ||
| Q3 25 | 19.6% | -0.8% | ||
| Q2 25 | 18.8% | 9.5% | ||
| Q1 25 | 8.9% | 4.0% | ||
| Q4 24 | 20.6% | 29.4% | ||
| Q3 24 | 21.9% | 11.1% | ||
| Q2 24 | 15.8% | 11.7% | ||
| Q1 24 | 2.7% | 4.9% |
资本支出强度ALLEMEC
| Q4 25 | 3.8% | 2.4% | ||
| Q3 25 | 1.8% | 2.1% | ||
| Q2 25 | 1.7% | 1.8% | ||
| Q1 25 | 2.2% | 2.2% | ||
| Q4 24 | 2.5% | 1.9% | ||
| Q3 24 | 2.1% | 2.1% | ||
| Q2 24 | 2.2% | 2.5% | ||
| Q1 24 | 3.0% | 1.7% |
现金转化率ALLEMEC
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.22× | — | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 0.71× | 416.65× | ||
| Q4 24 | 1.52× | 2.38× | ||
| Q3 24 | 1.33× | 6.03× | ||
| Q2 24 | 1.11× | 6.15× | ||
| Q1 24 | 0.41× | 3.28× |
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% |
MEC
| Fabrication | $72.2M | 54% |
| Construction And Access | $19.2M | 14% |
| Tubes | $16.2M | 12% |
| Other Market | $11.9M | 9% |
| Agriculture | $7.7M | 6% |
| Military | $6.7M | 5% |
| Outdoor Sports | $1.7M | 1% |
