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安朗杰（ALLE）与Rocket Lab Corp（RKLB）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Rocket Lab Corp的5.8倍（$1.0B vs $179.7M）。安朗杰净利率更高（14.3% vs -29.5%，领先43.7%）。Rocket Lab Corp同比增速更快（35.7% vs 9.3%）。安朗杰自由现金流更多（$200.5M vs $-114.2M）。过去两年Rocket Lab Corp的营收复合增速更高（39.2% 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
Rocket Lab是公开上市的航空航天制造商及发射服务提供商，旗下Electron轨道火箭主打小型卫星发射，截至2026年1月已成功完成超75次任务，是全球现役发射次数最多的小型运载火箭。公司还开发了Electron的亚轨道改型HASTE用作高超音速技术测试平台，下一代可复用中型运载火箭Neutron目前也在研发中。
ALLE vs RKLB — 直观对比
营收规模更大
ALLE
是对方的5.8倍
$179.7M
营收增速更快
RKLB
高出26.4%
9.3%
净利率更高
ALLE
高出43.7%
-29.5%
自由现金流更多
ALLE
多$314.7M
$-114.2M
两年增速更快
RKLB
近两年复合增速
7.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $179.7M |
| 净利润 | $147.5M | $-52.9M |
| 毛利率 | 44.5% | 38.0% |
| 营业利润率 | 20.3% | -28.4% |
| 净利率 | 14.3% | -29.5% |
| 营收同比 | 9.3% | 35.7% |
| 净利润同比 | 2.4% | -1.1% |
| 每股收益（稀释后） | $1.70 | $-0.09 |
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ALLERKLB
| Q4 25 | $1.0B | $179.7M | ||
| Q3 25 | $1.1B | $155.1M | ||
| Q2 25 | $1.0B | $144.5M | ||
| Q1 25 | $941.9M | $122.6M | ||
| Q4 24 | $945.6M | $132.4M | ||
| Q3 24 | $967.1M | $104.8M | ||
| Q2 24 | $965.6M | $106.3M | ||
| Q1 24 | $893.9M | $92.8M |
净利润ALLERKLB
| Q4 25 | $147.5M | $-52.9M | ||
| Q3 25 | $188.4M | $-18.3M | ||
| Q2 25 | $159.7M | $-66.4M | ||
| Q1 25 | $148.2M | $-60.6M | ||
| Q4 24 | $144.1M | $-52.3M | ||
| Q3 24 | $174.2M | $-51.9M | ||
| Q2 24 | $155.4M | $-41.6M | ||
| Q1 24 | $123.8M | $-44.3M |
毛利率ALLERKLB
| Q4 25 | 44.5% | 38.0% | ||
| Q3 25 | 45.8% | 37.0% | ||
| Q2 25 | 45.6% | 32.1% | ||
| Q1 25 | 44.9% | 28.8% | ||
| Q4 24 | 44.1% | 27.8% | ||
| Q3 24 | 44.7% | 26.7% | ||
| Q2 24 | 44.4% | 25.6% | ||
| Q1 24 | 43.8% | 26.1% |
营业利润率ALLERKLB
| Q4 25 | 20.3% | -28.4% | ||
| Q3 25 | 21.8% | -38.0% | ||
| Q2 25 | 21.5% | -41.3% | ||
| Q1 25 | 20.9% | -48.3% | ||
| Q4 24 | 19.5% | -38.9% | ||
| Q3 24 | 22.2% | -49.5% | ||
| Q2 24 | 21.6% | -40.7% | ||
| Q1 24 | 19.3% | -46.4% |
净利率ALLERKLB
| Q4 25 | 14.3% | -29.5% | ||
| Q3 25 | 17.6% | -11.8% | ||
| Q2 25 | 15.6% | -46.0% | ||
| Q1 25 | 15.7% | -49.5% | ||
| Q4 24 | 15.2% | -39.5% | ||
| Q3 24 | 18.0% | -49.6% | ||
| Q2 24 | 16.1% | -39.2% | ||
| Q1 24 | 13.8% | -47.7% |
每股收益（稀释后）ALLERKLB
| Q4 25 | $1.70 | $-0.09 | ||
| Q3 25 | $2.18 | $-0.03 | ||
| Q2 25 | $1.85 | $-0.13 | ||
| Q1 25 | $1.71 | $-0.12 | ||
| Q4 24 | $1.65 | $-0.11 | ||
| Q3 24 | $1.99 | $-0.10 | ||
| Q2 24 | $1.77 | $-0.08 | ||
| Q1 24 | $1.41 | $-0.09 |
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 | $1.0B |
| 总债务越低越好 | $2.0B | $152.4M |
| 股东权益账面价值 | $2.1B | $1.7B |
| 总资产 | $5.2B | $2.3B |
| 负债/权益比越低杠杆越低 | 0.96× | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资ALLERKLB
| Q4 25 | $356.2M | $1.0B | ||
| Q3 25 | $302.7M | $976.7M | ||
| Q2 25 | $656.8M | $688.1M | ||
| Q1 25 | $494.5M | $428.4M | ||
| Q4 24 | $503.8M | $419.0M | ||
| Q3 24 | $878.9M | $442.4M | ||
| Q2 24 | $747.5M | $496.8M | ||
| Q1 24 | $391.8M | $492.5M |
总债务ALLERKLB
| Q4 25 | $2.0B | $152.4M | ||
| Q3 25 | $2.1B | $347.0M | ||
| Q2 25 | $2.1B | $346.5M | ||
| Q1 25 | $2.0B | $345.9M | ||
| Q4 24 | $2.0B | $345.4M | ||
| Q3 24 | $2.4B | $61.2M | ||
| Q2 24 | $2.4B | $64.2M | ||
| Q1 24 | $2.0B | $66.8M |
股东权益ALLERKLB
| Q4 25 | $2.1B | $1.7B | ||
| Q3 25 | $1.9B | $1.3B | ||
| Q2 25 | $1.8B | $688.5M | ||
| Q1 25 | $1.6B | $431.3M | ||
| Q4 24 | $1.5B | $382.5M | ||
| Q3 24 | $1.6B | $419.8M | ||
| Q2 24 | $1.4B | $455.2M | ||
| Q1 24 | $1.4B | $478.9M |
总资产ALLERKLB
| Q4 25 | $5.2B | $2.3B | ||
| Q3 25 | $5.2B | $2.2B | ||
| Q2 25 | $4.9B | $1.6B | ||
| Q1 25 | $4.6B | $1.3B | ||
| Q4 24 | $4.5B | $1.2B | ||
| Q3 24 | $5.0B | $1.2B | ||
| Q2 24 | $4.8B | $1.2B | ||
| Q1 24 | $4.3B | $1.2B |
负债/权益比ALLERKLB
| Q4 25 | 0.96× | 0.09× | ||
| Q3 25 | 1.07× | 0.27× | ||
| Q2 25 | 1.16× | 0.50× | ||
| Q1 25 | 1.24× | 0.80× | ||
| Q4 24 | 1.33× | 0.90× | ||
| Q3 24 | 1.53× | 0.15× | ||
| Q2 24 | 1.69× | 0.14× | ||
| Q1 24 | 1.49× | 0.14× |
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 | $-64.5M |
| 自由现金流经营现金流 - 资本支出 | $200.5M | $-114.2M |
| 自由现金流率自由现金流/营收 | 19.4% | -63.6% |
| 资本支出强度资本支出/营收 | 3.8% | 27.6% |
| 现金转化率经营现金流/净利润 | 1.63× | — |
| 过去12个月自由现金流最近4个季度 | $685.7M | $-321.8M |
8季度趋势，按日历期对齐
经营现金流ALLERKLB
| Q4 25 | $240.1M | $-64.5M | ||
| Q3 25 | $229.5M | $-23.5M | ||
| Q2 25 | $209.7M | $-23.2M | ||
| Q1 25 | $104.5M | $-54.2M | ||
| Q4 24 | $219.0M | $-2.4M | ||
| Q3 24 | $231.9M | $-30.9M | ||
| Q2 24 | $173.0M | $-13.0M | ||
| Q1 24 | $51.1M | $-2.6M |
自由现金流ALLERKLB
| Q4 25 | $200.5M | $-114.2M | ||
| Q3 25 | $209.8M | $-69.4M | ||
| Q2 25 | $192.0M | $-55.3M | ||
| Q1 25 | $83.4M | $-82.9M | ||
| Q4 24 | $194.9M | $-23.9M | ||
| Q3 24 | $212.0M | $-41.9M | ||
| Q2 24 | $152.1M | $-28.3M | ||
| Q1 24 | $23.9M | $-21.8M |
自由现金流率ALLERKLB
| Q4 25 | 19.4% | -63.6% | ||
| Q3 25 | 19.6% | -44.8% | ||
| Q2 25 | 18.8% | -38.3% | ||
| Q1 25 | 8.9% | -67.6% | ||
| Q4 24 | 20.6% | -18.1% | ||
| Q3 24 | 21.9% | -40.0% | ||
| Q2 24 | 15.8% | -26.7% | ||
| Q1 24 | 2.7% | -23.5% |
资本支出强度ALLERKLB
| Q4 25 | 3.8% | 27.6% | ||
| Q3 25 | 1.8% | 29.6% | ||
| Q2 25 | 1.7% | 22.2% | ||
| Q1 25 | 2.2% | 23.4% | ||
| Q4 24 | 2.5% | 16.3% | ||
| Q3 24 | 2.1% | 10.5% | ||
| Q2 24 | 2.2% | 14.4% | ||
| Q1 24 | 3.0% | 20.7% |
现金转化率ALLERKLB
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.22× | — | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 1.52× | — | ||
| 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% |
RKLB
| Products | $94.0M | 52% |
| Transferred Over Time | $87.3M | 49% |
