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安朗杰(ALLE)与Reddit, Inc.(RDDT)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Reddit, Inc.的1.4倍($1.0B vs $725.6M),Reddit, Inc.净利率更高(34.7% vs 13.4%,领先21.3%),Reddit, Inc.同比增速更快(69.7% vs 9.7%),过去两年Reddit, Inc.的营收复合增速更高(72.8% 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
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台,注册用户可发布链接、文字帖、图片、视频等各类内容,其他用户可对内容进行点赞或点踩,内容按主题归类到用户创建的子板块中,获赞更高的内容会排在板块前列,热度足够的内容还将展示在全站首页。
ALLE vs RDDT — 直观对比
营收规模更大
ALLE
是对方的1.4倍
$725.6M
营收增速更快
RDDT
高出59.9%
9.7%
净利率更高
RDDT
高出21.3%
13.4%
两年增速更快
RDDT
近两年复合增速
3.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $725.6M |
| 净利润 | $138.1M | $251.6M |
| 毛利率 | 44.0% | 91.9% |
| 营业利润率 | 18.9% | 31.9% |
| 净利率 | 13.4% | 34.7% |
| 营收同比 | 9.7% | 69.7% |
| 净利润同比 | -6.8% | 254.2% |
| 每股收益(稀释后) | — | $1.24 |
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
RDDT
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $725.6M | ||
| Q3 25 | $1.1B | $584.9M | ||
| Q2 25 | $1.0B | $499.6M | ||
| Q1 25 | $941.9M | $392.4M | ||
| Q4 24 | $945.6M | $427.7M | ||
| Q3 24 | $967.1M | $348.4M | ||
| Q2 24 | $965.6M | $281.2M |
净利润
ALLE
RDDT
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $251.6M | ||
| Q3 25 | $188.4M | $162.7M | ||
| Q2 25 | $159.7M | $89.3M | ||
| Q1 25 | $148.2M | $26.2M | ||
| Q4 24 | $144.1M | $71.0M | ||
| Q3 24 | $174.2M | $29.9M | ||
| Q2 24 | $155.4M | $-10.1M |
毛利率
ALLE
RDDT
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | 91.9% | ||
| Q3 25 | 45.8% | 91.0% | ||
| Q2 25 | 45.6% | 90.8% | ||
| Q1 25 | 44.9% | 90.5% | ||
| Q4 24 | 44.1% | 92.6% | ||
| Q3 24 | 44.7% | 90.1% | ||
| Q2 24 | 44.4% | 89.5% |
营业利润率
ALLE
RDDT
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 31.9% | ||
| Q3 25 | 21.8% | 23.7% | ||
| Q2 25 | 21.5% | 13.6% | ||
| Q1 25 | 20.9% | 1.0% | ||
| Q4 24 | 19.5% | 12.4% | ||
| Q3 24 | 22.2% | 2.0% | ||
| Q2 24 | 21.6% | -11.0% |
净利率
ALLE
RDDT
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | 34.7% | ||
| Q3 25 | 17.6% | 27.8% | ||
| Q2 25 | 15.6% | 17.9% | ||
| Q1 25 | 15.7% | 6.7% | ||
| Q4 24 | 15.2% | 16.6% | ||
| Q3 24 | 18.0% | 8.6% | ||
| Q2 24 | 16.1% | -3.6% |
每股收益(稀释后)
ALLE
RDDT
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $1.24 | ||
| Q3 25 | $2.18 | $0.80 | ||
| Q2 25 | $1.85 | $0.45 | ||
| Q1 25 | $1.71 | $0.13 | ||
| Q4 24 | $1.65 | $4.76 | ||
| Q3 24 | $1.99 | $0.16 | ||
| Q2 24 | $1.77 | $-0.06 |
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 | $953.6M |
| 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 | $3.2B |
| 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
ALLE
RDDT
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $953.6M | ||
| Q3 25 | $302.7M | $911.7M | ||
| Q2 25 | $656.8M | $734.1M | ||
| Q1 25 | $494.5M | $635.7M | ||
| Q4 24 | $503.8M | $562.1M | ||
| Q3 24 | $878.9M | $515.9M | ||
| Q2 24 | $747.5M | $468.0M |
总债务
ALLE
RDDT
| 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
ALLE
RDDT
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $2.9B | ||
| Q3 25 | $1.9B | $2.6B | ||
| Q2 25 | $1.8B | $2.4B | ||
| Q1 25 | $1.6B | $2.2B | ||
| Q4 24 | $1.5B | $2.1B | ||
| Q3 24 | $1.6B | $2.0B | ||
| Q2 24 | $1.4B | $1.9B |
总资产
ALLE
RDDT
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $3.2B | ||
| Q3 25 | $5.2B | $2.9B | ||
| Q2 25 | $4.9B | $2.6B | ||
| Q1 25 | $4.6B | $2.4B | ||
| Q4 24 | $4.5B | $2.3B | ||
| Q3 24 | $5.0B | $2.2B | ||
| Q2 24 | $4.8B | $2.1B |
负债/权益比
ALLE
RDDT
| 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 | $266.8M |
| 自由现金流经营现金流 - 资本支出 | — | $263.6M |
| 自由现金流率自由现金流/营收 | — | 36.3% |
| 资本支出强度资本支出/营收 | 2.0% | 0.4% |
| 现金转化率经营现金流/净利润 | 0.73× | 1.06× |
| 过去12个月自由现金流最近4个季度 | — | $684.2M |
8季度趋势,按日历期对齐
经营现金流
ALLE
RDDT
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $266.8M | ||
| Q3 25 | $229.5M | $185.2M | ||
| Q2 25 | $209.7M | $111.3M | ||
| Q1 25 | $104.5M | $127.6M | ||
| Q4 24 | $219.0M | $90.0M | ||
| Q3 24 | $231.9M | $71.6M | ||
| Q2 24 | $173.0M | $28.4M |
自由现金流
ALLE
RDDT
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $263.6M | ||
| Q3 25 | $209.8M | $183.1M | ||
| Q2 25 | $192.0M | $110.8M | ||
| Q1 25 | $83.4M | $126.6M | ||
| Q4 24 | $194.9M | $89.2M | ||
| Q3 24 | $212.0M | $70.3M | ||
| Q2 24 | $152.1M | $27.2M |
自由现金流率
ALLE
RDDT
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 36.3% | ||
| Q3 25 | 19.6% | 31.3% | ||
| Q2 25 | 18.8% | 22.2% | ||
| Q1 25 | 8.9% | 32.3% | ||
| Q4 24 | 20.6% | 20.8% | ||
| Q3 24 | 21.9% | 20.2% | ||
| Q2 24 | 15.8% | 9.7% |
资本支出强度
ALLE
RDDT
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 0.4% | ||
| Q3 25 | 1.8% | 0.4% | ||
| Q2 25 | 1.7% | 0.1% | ||
| Q1 25 | 2.2% | 0.2% | ||
| Q4 24 | 2.5% | 0.2% | ||
| Q3 24 | 2.1% | 0.4% | ||
| Q2 24 | 2.2% | 0.4% |
现金转化率
ALLE
RDDT
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 1.06× | ||
| Q3 25 | 1.22× | 1.14× | ||
| Q2 25 | 1.31× | 1.25× | ||
| Q1 25 | 0.71× | 4.88× | ||
| Q4 24 | 1.52× | 1.27× | ||
| Q3 24 | 1.33× | 2.40× | ||
| 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% |
RDDT
| Advertising | $689.7M | 95% |
| Other Revenue | $35.9M | 5% |