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安朗杰（ALLE）与Remitly Global, Inc.（RELY）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Remitly Global, Inc.的2.3倍（$1.0B vs $442.2M）。安朗杰净利率更高（14.3% vs 9.3%，领先5.0%）。Remitly Global, Inc.同比增速更快（25.7% vs 9.3%）。安朗杰自由现金流更多（$200.5M vs $143.3M）。过去两年Remitly Global, Inc.的营收复合增速更高（28.2% 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
Remitly Global是总部位于美国西雅图的跨境汇款服务提供商，2011年由马修·奥本海默、乔希·哈格与希瓦斯·古拉蒂共同创立，主要为用户提供覆盖全球170多个国家和地区的国际汇款服务，2021年9月在纳斯达克交易所上市。
ALLE vs RELY — 直观对比
营收规模更大
ALLE
是对方的2.3倍
$442.2M
营收增速更快
RELY
高出16.4%
9.3%
净利率更高
ALLE
高出5.0%
9.3%
自由现金流更多
ALLE
多$57.2M
$143.3M
两年增速更快
RELY
近两年复合增速
7.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $442.2M |
| 净利润 | $147.5M | $41.2M |
| 毛利率 | 44.5% | — |
| 营业利润率 | 20.3% | 8.8% |
| 净利率 | 14.3% | 9.3% |
| 营收同比 | 9.3% | 25.7% |
| 净利润同比 | 2.4% | 820.1% |
| 每股收益（稀释后） | $1.70 | $0.19 |
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ALLERELY
| Q4 25 | $1.0B | $442.2M | ||
| Q3 25 | $1.1B | $419.5M | ||
| Q2 25 | $1.0B | $411.9M | ||
| Q1 25 | $941.9M | $361.6M | ||
| Q4 24 | $945.6M | $351.9M | ||
| Q3 24 | $967.1M | $336.5M | ||
| Q2 24 | $965.6M | $306.4M | ||
| Q1 24 | $893.9M | $269.1M |
净利润ALLERELY
| Q4 25 | $147.5M | $41.2M | ||
| Q3 25 | $188.4M | $8.8M | ||
| Q2 25 | $159.7M | $6.5M | ||
| Q1 25 | $148.2M | $11.4M | ||
| Q4 24 | $144.1M | $-5.7M | ||
| Q3 24 | $174.2M | $1.9M | ||
| Q2 24 | $155.4M | $-12.1M | ||
| Q1 24 | $123.8M | $-21.1M |
毛利率ALLERELY
| Q4 25 | 44.5% | — | ||
| Q3 25 | 45.8% | — | ||
| Q2 25 | 45.6% | — | ||
| Q1 25 | 44.9% | — | ||
| Q4 24 | 44.1% | — | ||
| Q3 24 | 44.7% | — | ||
| Q2 24 | 44.4% | — | ||
| Q1 24 | 43.8% | — |
营业利润率ALLERELY
| Q4 25 | 20.3% | 8.8% | ||
| Q3 25 | 21.8% | 2.8% | ||
| Q2 25 | 21.5% | 3.6% | ||
| Q1 25 | 20.9% | 3.4% | ||
| Q4 24 | 19.5% | -1.1% | ||
| Q3 24 | 22.2% | 0.1% | ||
| Q2 24 | 21.6% | -5.1% | ||
| Q1 24 | 19.3% | -7.4% |
净利率ALLERELY
| Q4 25 | 14.3% | 9.3% | ||
| Q3 25 | 17.6% | 2.1% | ||
| Q2 25 | 15.6% | 1.6% | ||
| Q1 25 | 15.7% | 3.1% | ||
| Q4 24 | 15.2% | -1.6% | ||
| Q3 24 | 18.0% | 0.6% | ||
| Q2 24 | 16.1% | -3.9% | ||
| Q1 24 | 13.8% | -7.8% |
每股收益（稀释后）ALLERELY
| Q4 25 | $1.70 | $0.19 | ||
| Q3 25 | $2.18 | $0.04 | ||
| Q2 25 | $1.85 | $0.03 | ||
| Q1 25 | $1.71 | $0.05 | ||
| Q4 24 | $1.65 | $-0.03 | ||
| Q3 24 | $1.99 | $0.01 | ||
| Q2 24 | $1.77 | $-0.06 | ||
| Q1 24 | $1.41 | $-0.11 |
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 | $542.4M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.1B | $868.8M |
| 总资产 | $5.2B | $1.5B |
| 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ALLERELY
| Q4 25 | $356.2M | $542.4M | ||
| Q3 25 | $302.7M | $476.9M | ||
| Q2 25 | $656.8M | $515.9M | ||
| Q1 25 | $494.5M | $493.9M | ||
| Q4 24 | $503.8M | $368.1M | ||
| Q3 24 | $878.9M | $324.4M | ||
| Q2 24 | $747.5M | $185.2M | ||
| Q1 24 | $391.8M | $286.0M |
总债务ALLERELY
| 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ALLERELY
| Q4 25 | $2.1B | $868.8M | ||
| Q3 25 | $1.9B | $797.2M | ||
| Q2 25 | $1.8B | $764.9M | ||
| Q1 25 | $1.6B | $723.5M | ||
| Q4 24 | $1.5B | $665.5M | ||
| Q3 24 | $1.6B | $630.8M | ||
| Q2 24 | $1.4B | $578.9M | ||
| Q1 24 | $1.4B | $549.4M |
总资产ALLERELY
| Q4 25 | $5.2B | $1.5B | ||
| Q3 25 | $5.2B | $1.2B | ||
| Q2 25 | $4.9B | $1.2B | ||
| Q1 25 | $4.6B | $1.1B | ||
| Q4 24 | $4.5B | $1.0B | ||
| Q3 24 | $5.0B | $970.4M | ||
| Q2 24 | $4.8B | $950.2M | ||
| Q1 24 | $4.3B | $1.1B |
负债/权益比ALLERELY
| 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 | $149.6M |
| 自由现金流经营现金流 - 资本支出 | $200.5M | $143.3M |
| 自由现金流率自由现金流/营收 | 19.4% | 32.4% |
| 资本支出强度资本支出/营收 | 3.8% | 1.4% |
| 现金转化率经营现金流/净利润 | 1.63× | 3.63× |
| 过去12个月自由现金流最近4个季度 | $685.7M | $288.7M |
8季度趋势，按日历期对齐
经营现金流ALLERELY
| Q4 25 | $240.1M | $149.6M | ||
| Q3 25 | $229.5M | $1.4M | ||
| Q2 25 | $209.7M | $41.2M | ||
| Q1 25 | $104.5M | $132.9M | ||
| Q4 24 | $219.0M | $-27.3M | ||
| Q3 24 | $231.9M | $146.8M | ||
| Q2 24 | $173.0M | $48.9M | ||
| Q1 24 | $51.1M | $-56.8M |
自由现金流ALLERELY
| Q4 25 | $200.5M | $143.3M | ||
| Q3 25 | $209.8M | $-2.1M | ||
| Q2 25 | $192.0M | $28.6M | ||
| Q1 25 | $83.4M | $118.9M | ||
| Q4 24 | $194.9M | $-30.1M | ||
| Q3 24 | $212.0M | $145.6M | ||
| Q2 24 | $152.1M | $47.8M | ||
| Q1 24 | $23.9M | $-57.8M |
自由现金流率ALLERELY
| Q4 25 | 19.4% | 32.4% | ||
| Q3 25 | 19.6% | -0.5% | ||
| Q2 25 | 18.8% | 6.9% | ||
| Q1 25 | 8.9% | 32.9% | ||
| Q4 24 | 20.6% | -8.5% | ||
| Q3 24 | 21.9% | 43.3% | ||
| Q2 24 | 15.8% | 15.6% | ||
| Q1 24 | 2.7% | -21.5% |
资本支出强度ALLERELY
| Q4 25 | 3.8% | 1.4% | ||
| Q3 25 | 1.8% | 0.8% | ||
| Q2 25 | 1.7% | 3.1% | ||
| Q1 25 | 2.2% | 3.9% | ||
| Q4 24 | 2.5% | 0.8% | ||
| Q3 24 | 2.1% | 0.3% | ||
| Q2 24 | 2.2% | 0.4% | ||
| Q1 24 | 3.0% | 0.4% |
现金转化率ALLERELY
| Q4 25 | 1.63× | 3.63× | ||
| Q3 25 | 1.22× | 0.16× | ||
| Q2 25 | 1.31× | 6.30× | ||
| Q1 25 | 0.71× | 11.71× | ||
| Q4 24 | 1.52× | — | ||
| Q3 24 | 1.33× | 76.56× | ||
| 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% |
RELY
暂无分部数据
