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安朗杰（ALLE）与Real Brokerage Inc（REAX）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Real Brokerage Inc的1.8倍（$1.0B vs $568.5M），安朗杰净利率更高（13.4% vs -0.1%，领先13.4%），Real Brokerage Inc同比增速更快（52.6% vs 9.7%）
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
该企业是美国房产服务企业，主营房产经纪业务运营与品牌特许经营，业务覆盖房产中介、 relocation服务、产权服务、保险及结算服务，旗下拥有Better Homes and Gardens Real Estate、21世纪不动产、Coldwell Banker、Corcoran Group、ERA房地产以及苏富比国际地产等多个知名品牌，2026年被Compass, Inc.收购。
ALLE vs REAX — 直观对比
营收规模更大
ALLE
是对方的1.8倍
$568.5M
营收增速更快
REAX
高出42.9%
9.7%
净利率更高
ALLE
高出13.4%
-0.1%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $568.5M |
| 净利润 | $138.1M | $-447.0K |
| 毛利率 | 44.0% | 7.9% |
| 营业利润率 | 18.9% | -0.1% |
| 净利率 | 13.4% | -0.1% |
| 营收同比 | 9.7% | 52.6% |
| 净利润同比 | -6.8% | 82.7% |
| 每股收益（稀释后） | — | $0.00 |
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ALLEREAX
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.1B | $568.5M | ||
| Q2 25 | $1.0B | $540.7M | ||
| Q1 25 | $941.9M | $354.0M | ||
| Q4 24 | $945.6M | — | ||
| Q3 24 | $967.1M | $372.5M | ||
| Q2 24 | $965.6M | — |
净利润ALLEREAX
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | — | ||
| Q3 25 | $188.4M | $-447.0K | ||
| Q2 25 | $159.7M | $1.5M | ||
| Q1 25 | $148.2M | $-5.0M | ||
| Q4 24 | $144.1M | — | ||
| Q3 24 | $174.2M | $-2.6M | ||
| Q2 24 | $155.4M | — |
毛利率ALLEREAX
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | — | ||
| Q3 25 | 45.8% | 7.9% | ||
| Q2 25 | 45.6% | 8.9% | ||
| Q1 25 | 44.9% | 9.6% | ||
| Q4 24 | 44.1% | — | ||
| Q3 24 | 44.7% | 8.6% | ||
| Q2 24 | 44.4% | — |
营业利润率ALLEREAX
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | — | ||
| Q3 25 | 21.8% | -0.1% | ||
| Q2 25 | 21.5% | 0.3% | ||
| Q1 25 | 20.9% | -1.5% | ||
| Q4 24 | 19.5% | — | ||
| Q3 24 | 22.2% | -0.7% | ||
| Q2 24 | 21.6% | — |
净利率ALLEREAX
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | — | ||
| Q3 25 | 17.6% | -0.1% | ||
| Q2 25 | 15.6% | 0.3% | ||
| Q1 25 | 15.7% | -1.4% | ||
| Q4 24 | 15.2% | — | ||
| Q3 24 | 18.0% | -0.7% | ||
| Q2 24 | 16.1% | — |
每股收益（稀释后）ALLEREAX
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | — | ||
| Q3 25 | $2.18 | $0.00 | ||
| Q2 25 | $1.85 | $0.01 | ||
| Q1 25 | $1.71 | $-0.02 | ||
| Q4 24 | $1.65 | — | ||
| Q3 24 | $1.99 | $-0.01 | ||
| 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 | $38.7M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.1B | $53.6M |
| 总资产 | $5.3B | $145.2M |
| 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ALLEREAX
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | — | ||
| Q3 25 | $302.7M | $38.7M | ||
| Q2 25 | $656.8M | $49.7M | ||
| Q1 25 | $494.5M | $24.7M | ||
| Q4 24 | $503.8M | — | ||
| Q3 24 | $878.9M | $22.6M | ||
| Q2 24 | $747.5M | — |
总债务ALLEREAX
| 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ALLEREAX
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | — | ||
| Q3 25 | $1.9B | $53.6M | ||
| Q2 25 | $1.8B | $49.2M | ||
| Q1 25 | $1.6B | $32.8M | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.6B | $29.8M | ||
| Q2 24 | $1.4B | — |
总资产ALLEREAX
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | — | ||
| Q3 25 | $5.2B | $145.2M | ||
| Q2 25 | $4.9B | $149.4M | ||
| Q1 25 | $4.6B | $100.5M | ||
| Q4 24 | $4.5B | — | ||
| Q3 24 | $5.0B | $102.5M | ||
| Q2 24 | $4.8B | — |
负债/权益比ALLEREAX
| 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 | $8.8M |
| 自由现金流经营现金流 - 资本支出 | — | $8.4M |
| 自由现金流率自由现金流/营收 | — | 1.5% |
| 资本支出强度资本支出/营收 | 2.0% | 0.1% |
| 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 | — | $71.7M |
8季度趋势，按日历期对齐
经营现金流ALLEREAX
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | — | ||
| Q3 25 | $229.5M | $8.8M | ||
| Q2 25 | $209.7M | $41.0M | ||
| Q1 25 | $104.5M | $15.9M | ||
| Q4 24 | $219.0M | — | ||
| Q3 24 | $231.9M | $7.2M | ||
| Q2 24 | $173.0M | — |
自由现金流ALLEREAX
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | — | ||
| Q3 25 | $209.8M | $8.4M | ||
| Q2 25 | $192.0M | $40.8M | ||
| Q1 25 | $83.4M | $15.7M | ||
| Q4 24 | $194.9M | — | ||
| Q3 24 | $212.0M | $6.8M | ||
| Q2 24 | $152.1M | — |
自由现金流率ALLEREAX
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | — | ||
| Q3 25 | 19.6% | 1.5% | ||
| Q2 25 | 18.8% | 7.5% | ||
| Q1 25 | 8.9% | 4.4% | ||
| Q4 24 | 20.6% | — | ||
| Q3 24 | 21.9% | 1.8% | ||
| Q2 24 | 15.8% | — |
资本支出强度ALLEREAX
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | — | ||
| Q3 25 | 1.8% | 0.1% | ||
| Q2 25 | 1.7% | 0.0% | ||
| Q1 25 | 2.2% | 0.1% | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 2.1% | 0.1% | ||
| Q2 24 | 2.2% | — |
现金转化率ALLEREAX
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.22× | — | ||
| Q2 25 | 1.31× | 27.13× | ||
| Q1 25 | 0.71× | — | ||
| 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% |
REAX
暂无分部数据
