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安朗杰(ALLE)与Mirion Technologies, Inc.(MIR)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Mirion Technologies, Inc.的3.7倍($1.0B vs $277.4M)。安朗杰净利率更高(14.3% vs 6.2%,领先8.0%)。安朗杰同比增速更快(9.3% vs 9.1%)。安朗杰自由现金流更多($200.5M vs $63.2M)。过去两年Mirion Technologies, Inc.的营收复合增速更高(20.0% vs 7.5%)
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
Mirion Technologies是全球领先的辐射检测、监测与安全解决方案提供商,核心产品涵盖个人剂量测量系统、辐射成像设备及辐射风险管理软件,服务核电、医疗、国防、工业等多个核心领域,客户遍布北美、欧洲及亚太地区。
ALLE vs MIR — 直观对比
营收规模更大
ALLE
是对方的3.7倍
$277.4M
营收增速更快
ALLE
高出0.2%
9.1%
净利率更高
ALLE
高出8.0%
6.2%
自由现金流更多
ALLE
多$137.3M
$63.2M
两年增速更快
MIR
近两年复合增速
7.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $277.4M |
| 净利润 | $147.5M | $17.3M |
| 毛利率 | 44.5% | 48.8% |
| 营业利润率 | 20.3% | 9.2% |
| 净利率 | 14.3% | 6.2% |
| 营收同比 | 9.3% | 9.1% |
| 净利润同比 | 2.4% | 15.3% |
| 每股收益(稀释后) | $1.70 | $0.07 |
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
MIR
| Q4 25 | $1.0B | $277.4M | ||
| Q3 25 | $1.1B | $223.1M | ||
| Q2 25 | $1.0B | $222.9M | ||
| Q1 25 | $941.9M | $202.0M | ||
| Q4 24 | $945.6M | $254.3M | ||
| Q3 24 | $967.1M | $206.8M | ||
| Q2 24 | $965.6M | $207.1M | ||
| Q1 24 | $893.9M | $192.6M |
净利润
ALLE
MIR
| Q4 25 | $147.5M | $17.3M | ||
| Q3 25 | $188.4M | $2.9M | ||
| Q2 25 | $159.7M | $8.3M | ||
| Q1 25 | $148.2M | $300.0K | ||
| Q4 24 | $144.1M | $15.0M | ||
| Q3 24 | $174.2M | $-13.6M | ||
| Q2 24 | $155.4M | $-11.7M | ||
| Q1 24 | $123.8M | $-25.8M |
毛利率
ALLE
MIR
| Q4 25 | 44.5% | 48.8% | ||
| Q3 25 | 45.8% | 46.8% | ||
| Q2 25 | 45.6% | 46.0% | ||
| Q1 25 | 44.9% | 47.6% | ||
| Q4 24 | 44.1% | 48.1% | ||
| Q3 24 | 44.7% | 44.9% | ||
| Q2 24 | 44.4% | 47.0% | ||
| Q1 24 | 43.8% | 45.2% |
营业利润率
ALLE
MIR
| Q4 25 | 20.3% | 9.2% | ||
| Q3 25 | 21.8% | 3.3% | ||
| Q2 25 | 21.5% | 4.4% | ||
| Q1 25 | 20.9% | 4.3% | ||
| Q4 24 | 19.5% | 11.4% | ||
| Q3 24 | 22.2% | -0.8% | ||
| Q2 24 | 21.6% | 1.1% | ||
| Q1 24 | 19.3% | -2.5% |
净利率
ALLE
MIR
| Q4 25 | 14.3% | 6.2% | ||
| Q3 25 | 17.6% | 1.3% | ||
| Q2 25 | 15.6% | 3.7% | ||
| Q1 25 | 15.7% | 0.1% | ||
| Q4 24 | 15.2% | 5.9% | ||
| Q3 24 | 18.0% | -6.6% | ||
| Q2 24 | 16.1% | -5.6% | ||
| Q1 24 | 13.8% | -13.4% |
每股收益(稀释后)
ALLE
MIR
| Q4 25 | $1.70 | $0.07 | ||
| Q3 25 | $2.18 | $0.01 | ||
| Q2 25 | $1.85 | $0.03 | ||
| Q1 25 | $1.71 | $0.00 | ||
| Q4 24 | $1.65 | $0.08 | ||
| Q3 24 | $1.99 | $-0.07 | ||
| Q2 24 | $1.77 | $-0.06 | ||
| Q1 24 | $1.41 | $-0.13 |
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 | $412.3M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.1B | $1.9B |
| 总资产 | $5.2B | $3.6B |
| 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
ALLE
MIR
| Q4 25 | $356.2M | $412.3M | ||
| Q3 25 | $302.7M | $933.2M | ||
| Q2 25 | $656.8M | $262.6M | ||
| Q1 25 | $494.5M | $185.8M | ||
| Q4 24 | $503.8M | $175.2M | ||
| Q3 24 | $878.9M | $133.3M | ||
| Q2 24 | $747.5M | $122.2M | ||
| Q1 24 | $391.8M | $120.2M |
总债务
ALLE
MIR
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.1B | $444.8M | ||
| Q2 25 | $2.1B | $444.9M | ||
| Q1 25 | $2.0B | $686.6M | ||
| Q4 24 | $2.0B | $686.4M | ||
| Q3 24 | $2.4B | $685.1M | ||
| Q2 24 | $2.4B | $684.1M | ||
| Q1 24 | $2.0B | $685.5M |
股东权益
ALLE
MIR
| Q4 25 | $2.1B | $1.9B | ||
| Q3 25 | $1.9B | $1.8B | ||
| Q2 25 | $1.8B | $1.5B | ||
| Q1 25 | $1.6B | $1.5B | ||
| Q4 24 | $1.5B | $1.5B | ||
| Q3 24 | $1.6B | $1.5B | ||
| Q2 24 | $1.4B | $1.5B | ||
| Q1 24 | $1.4B | $1.5B |
总资产
ALLE
MIR
| Q4 25 | $5.2B | $3.6B | ||
| Q3 25 | $5.2B | $3.5B | ||
| Q2 25 | $4.9B | $2.7B | ||
| Q1 25 | $4.6B | $2.6B | ||
| Q4 24 | $4.5B | $2.6B | ||
| Q3 24 | $5.0B | $2.7B | ||
| Q2 24 | $4.8B | $2.6B | ||
| Q1 24 | $4.3B | $2.6B |
负债/权益比
ALLE
MIR
| Q4 25 | 0.96× | — | ||
| Q3 25 | 1.07× | 0.24× | ||
| Q2 25 | 1.16× | 0.30× | ||
| Q1 25 | 1.24× | 0.46× | ||
| Q4 24 | 1.33× | 0.46× | ||
| Q3 24 | 1.53× | 0.45× | ||
| Q2 24 | 1.69× | 0.45× | ||
| Q1 24 | 1.49× | 0.47× |
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 | $73.0M |
| 自由现金流经营现金流 - 资本支出 | $200.5M | $63.2M |
| 自由现金流率自由现金流/营收 | 19.4% | 22.8% |
| 资本支出强度资本支出/营收 | 3.8% | 3.5% |
| 现金转化率经营现金流/净利润 | 1.63× | 4.22× |
| 过去12个月自由现金流最近4个季度 | $685.7M | $106.9M |
8季度趋势,按日历期对齐
经营现金流
ALLE
MIR
| Q4 25 | $240.1M | $73.0M | ||
| Q3 25 | $229.5M | $22.3M | ||
| Q2 25 | $209.7M | $12.4M | ||
| Q1 25 | $104.5M | $35.6M | ||
| Q4 24 | $219.0M | $60.8M | ||
| Q3 24 | $231.9M | $17.1M | ||
| Q2 24 | $173.0M | $15.2M | ||
| Q1 24 | $51.1M | $6.0M |
自由现金流
ALLE
MIR
| Q4 25 | $200.5M | $63.2M | ||
| Q3 25 | $209.8M | $13.0M | ||
| Q2 25 | $192.0M | $3.6M | ||
| Q1 25 | $83.4M | $27.1M | ||
| Q4 24 | $194.9M | $49.1M | ||
| Q3 24 | $212.0M | $3.9M | ||
| Q2 24 | $152.1M | $4.1M | ||
| Q1 24 | $23.9M | $-6.8M |
自由现金流率
ALLE
MIR
| Q4 25 | 19.4% | 22.8% | ||
| Q3 25 | 19.6% | 5.8% | ||
| Q2 25 | 18.8% | 1.6% | ||
| Q1 25 | 8.9% | 13.4% | ||
| Q4 24 | 20.6% | 19.3% | ||
| Q3 24 | 21.9% | 1.9% | ||
| Q2 24 | 15.8% | 2.0% | ||
| Q1 24 | 2.7% | -3.5% |
资本支出强度
ALLE
MIR
| Q4 25 | 3.8% | 3.5% | ||
| Q3 25 | 1.8% | 4.2% | ||
| Q2 25 | 1.7% | 3.9% | ||
| Q1 25 | 2.2% | 4.2% | ||
| Q4 24 | 2.5% | 4.6% | ||
| Q3 24 | 2.1% | 6.4% | ||
| Q2 24 | 2.2% | 5.4% | ||
| Q1 24 | 3.0% | 6.6% |
现金转化率
ALLE
MIR
| Q4 25 | 1.63× | 4.22× | ||
| Q3 25 | 1.22× | 7.69× | ||
| Q2 25 | 1.31× | 1.49× | ||
| Q1 25 | 0.71× | 118.67× | ||
| Q4 24 | 1.52× | 4.05× | ||
| Q3 24 | 1.33× | — | ||
| Q2 24 | 1.11× | — | ||
| Q1 24 | 0.41× | — |
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% |
MIR
| Transferred Over Time | $96.6M | 35% |
| Services | $65.0M | 23% |
| Cancer Care | $61.8M | 22% |
| Labs And Research | $34.0M | 12% |
| Other Care | $20.7M | 7% |