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安朗杰（ALLE）与nVent Electric plc（NVT）财务数据对比。点击上方公司名可切换其他公司
nVent Electric plc的季度营收约是安朗杰的1.0倍（$1.1B vs $1.0B）。安朗杰净利率更高（14.3% vs 11.1%，领先3.1%）。nVent Electric plc同比增速更快（127.3% vs 9.3%）。安朗杰自由现金流更多（$200.5M vs $165.7M）。过去两年nVent Electric plc的营收复合增速更高（10.4% 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
nVent Electric plc是一家源自英美的跨国企业，主营电气连接及外壳类产品。公司集产品设计、生产、销售为一体，同时提供配套运维服务，旗下产品可实现电气系统的连接、防护与管理，覆盖商业、工业、住宅、基建、数据中心等多元应用场景。
ALLE vs NVT — 直观对比
营收规模更大
NVT
是对方的1.0倍
$1.0B
营收增速更快
NVT
高出118.1%
9.3%
净利率更高
ALLE
高出3.1%
11.1%
自由现金流更多
ALLE
多$34.8M
$165.7M
两年增速更快
NVT
近两年复合增速
7.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.1B |
| 净利润 | $147.5M | $118.8M |
| 毛利率 | 44.5% | 36.5% |
| 营业利润率 | 20.3% | 15.4% |
| 净利率 | 14.3% | 11.1% |
| 营收同比 | 9.3% | 127.3% |
| 净利润同比 | 2.4% | 1010.3% |
| 每股收益（稀释后） | $1.70 | $0.74 |
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ALLENVT
| Q4 25 | $1.0B | $1.1B | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $1.0B | $963.1M | ||
| Q1 25 | $941.9M | $809.3M | ||
| Q4 24 | $945.6M | $469.2M | ||
| Q3 24 | $967.1M | $782.0M | ||
| Q2 24 | $965.6M | $880.3M | ||
| Q1 24 | $893.9M | $874.6M |
净利润ALLENVT
| Q4 25 | $147.5M | $118.8M | ||
| Q3 25 | $188.4M | $121.2M | ||
| Q2 25 | $159.7M | $109.5M | ||
| Q1 25 | $148.2M | $360.7M | ||
| Q4 24 | $144.1M | $10.7M | ||
| Q3 24 | $174.2M | $105.0M | ||
| Q2 24 | $155.4M | $111.0M | ||
| Q1 24 | $123.8M | $105.1M |
毛利率ALLENVT
| Q4 25 | 44.5% | 36.5% | ||
| Q3 25 | 45.8% | 37.4% | ||
| Q2 25 | 45.6% | 38.6% | ||
| Q1 25 | 44.9% | 38.8% | ||
| Q4 24 | 44.1% | 37.1% | ||
| Q3 24 | 44.7% | 39.8% | ||
| Q2 24 | 44.4% | 41.8% | ||
| Q1 24 | 43.8% | 40.6% |
营业利润率ALLENVT
| Q4 25 | 20.3% | 15.4% | ||
| Q3 25 | 21.8% | 15.8% | ||
| Q2 25 | 21.5% | 16.3% | ||
| Q1 25 | 20.9% | 16.1% | ||
| Q4 24 | 19.5% | 14.3% | ||
| Q3 24 | 22.2% | 17.0% | ||
| Q2 24 | 21.6% | 19.1% | ||
| Q1 24 | 19.3% | 18.2% |
净利率ALLENVT
| Q4 25 | 14.3% | 11.1% | ||
| Q3 25 | 17.6% | 11.5% | ||
| Q2 25 | 15.6% | 11.4% | ||
| Q1 25 | 15.7% | 44.6% | ||
| Q4 24 | 15.2% | 2.3% | ||
| Q3 24 | 18.0% | 13.4% | ||
| Q2 24 | 16.1% | 12.6% | ||
| Q1 24 | 13.8% | 12.0% |
每股收益（稀释后）ALLENVT
| Q4 25 | $1.70 | $0.74 | ||
| Q3 25 | $2.18 | $0.74 | ||
| Q2 25 | $1.85 | $0.67 | ||
| Q1 25 | $1.71 | $2.16 | ||
| Q4 24 | $1.65 | $0.07 | ||
| Q3 24 | $1.99 | $0.62 | ||
| Q2 24 | $1.77 | $0.66 | ||
| Q1 24 | $1.41 | $0.62 |
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 | — |
| 总债务越低越好 | $2.0B | $1.6B |
| 股东权益账面价值 | $2.1B | $3.7B |
| 总资产 | $5.2B | $6.9B |
| 负债/权益比越低杠杆越低 | 0.96× | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资ALLENVT
| Q4 25 | $356.2M | — | ||
| Q3 25 | $302.7M | — | ||
| Q2 25 | $656.8M | — | ||
| Q1 25 | $494.5M | — | ||
| Q4 24 | $503.8M | — | ||
| Q3 24 | $878.9M | — | ||
| Q2 24 | $747.5M | — | ||
| Q1 24 | $391.8M | — |
总债务ALLENVT
| Q4 25 | $2.0B | $1.6B | ||
| Q3 25 | $2.1B | $1.6B | ||
| Q2 25 | $2.1B | $1.8B | ||
| Q1 25 | $2.0B | $1.8B | ||
| Q4 24 | $2.0B | $2.2B | ||
| Q3 24 | $2.4B | $2.3B | ||
| Q2 24 | $2.4B | $1.8B | ||
| Q1 24 | $2.0B | $1.8B |
股东权益ALLENVT
| Q4 25 | $2.1B | $3.7B | ||
| Q3 25 | $1.9B | $3.6B | ||
| Q2 25 | $1.8B | $3.5B | ||
| Q1 25 | $1.6B | $3.6B | ||
| Q4 24 | $1.5B | $3.2B | ||
| Q3 24 | $1.6B | $3.3B | ||
| Q2 24 | $1.4B | $3.3B | ||
| Q1 24 | $1.4B | $3.2B |
总资产ALLENVT
| Q4 25 | $5.2B | $6.9B | ||
| Q3 25 | $5.2B | $6.8B | ||
| Q2 25 | $4.9B | $6.7B | ||
| Q1 25 | $4.6B | $6.7B | ||
| Q4 24 | $4.5B | $6.7B | ||
| Q3 24 | $5.0B | $6.9B | ||
| Q2 24 | $4.8B | $6.2B | ||
| Q1 24 | $4.3B | $6.2B |
负债/权益比ALLENVT
| Q4 25 | 0.96× | 0.42× | ||
| Q3 25 | 1.07× | 0.44× | ||
| Q2 25 | 1.16× | 0.50× | ||
| Q1 25 | 1.24× | 0.49× | ||
| Q4 24 | 1.33× | 0.67× | ||
| Q3 24 | 1.53× | 0.69× | ||
| Q2 24 | 1.69× | 0.54× | ||
| Q1 24 | 1.49× | 0.55× |
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 | $202.4M |
| 自由现金流经营现金流 - 资本支出 | $200.5M | $165.7M |
| 自由现金流率自由现金流/营收 | 19.4% | 15.5% |
| 资本支出强度资本支出/营收 | 3.8% | 3.4% |
| 现金转化率经营现金流/净利润 | 1.63× | 1.70× |
| 过去12个月自由现金流最近4个季度 | $685.7M | $371.9M |
8季度趋势，按日历期对齐
经营现金流ALLENVT
| Q4 25 | $240.1M | $202.4M | ||
| Q3 25 | $229.5M | $219.5M | ||
| Q2 25 | $209.7M | $-16.9M | ||
| Q1 25 | $104.5M | $60.2M | ||
| Q4 24 | $219.0M | $224.6M | ||
| Q3 24 | $231.9M | $197.7M | ||
| Q2 24 | $173.0M | $130.8M | ||
| Q1 24 | $51.1M | $90.0M |
自由现金流ALLENVT
| Q4 25 | $200.5M | $165.7M | ||
| Q3 25 | $209.8M | $200.9M | ||
| Q2 25 | $192.0M | $-33.8M | ||
| Q1 25 | $83.4M | $39.1M | ||
| Q4 24 | $194.9M | $198.1M | ||
| Q3 24 | $212.0M | $184.8M | ||
| Q2 24 | $152.1M | $112.3M | ||
| Q1 24 | $23.9M | $73.9M |
自由现金流率ALLENVT
| Q4 25 | 19.4% | 15.5% | ||
| Q3 25 | 19.6% | 19.1% | ||
| Q2 25 | 18.8% | -3.5% | ||
| Q1 25 | 8.9% | 4.8% | ||
| Q4 24 | 20.6% | 42.2% | ||
| Q3 24 | 21.9% | 23.6% | ||
| Q2 24 | 15.8% | 12.8% | ||
| Q1 24 | 2.7% | 8.4% |
资本支出强度ALLENVT
| Q4 25 | 3.8% | 3.4% | ||
| Q3 25 | 1.8% | 1.8% | ||
| Q2 25 | 1.7% | 1.8% | ||
| Q1 25 | 2.2% | 2.6% | ||
| Q4 24 | 2.5% | 5.6% | ||
| Q3 24 | 2.1% | 1.6% | ||
| Q2 24 | 2.2% | 2.1% | ||
| Q1 24 | 3.0% | 1.8% |
现金转化率ALLENVT
| Q4 25 | 1.63× | 1.70× | ||
| Q3 25 | 1.22× | 1.81× | ||
| Q2 25 | 1.31× | -0.15× | ||
| Q1 25 | 0.71× | 0.17× | ||
| Q4 24 | 1.52× | 20.99× | ||
| Q3 24 | 1.33× | 1.88× | ||
| Q2 24 | 1.11× | 1.18× | ||
| Q1 24 | 0.41× | 0.86× |
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% |
NVT
| Industrial Sector | $554.0M | 52% |
| Electricaland Fastening Solutions Segment | $278.0M | 26% |
| Energy Sector | $235.0M | 22% |
