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安朗杰（ALLE）与RADIANT LOGISTICS, INC（RLGT）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RADIANT LOGISTICS, INC的4.5倍（$1.0B vs $232.1M）。安朗杰净利率更高（14.3% vs 2.3%，领先12.0%）。安朗杰同比增速更快（9.3% vs -12.3%）。安朗杰自由现金流更多（$200.5M vs $11.6M）。过去两年RADIANT LOGISTICS, INC的营收复合增速更高（12.1% 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
Radiant Logistics, Inc.是一家知名第三方物流服务商，提供端到端供应链解决方案、国内外货运代理、仓储及末端配送服务，核心市场覆盖北美，客户涵盖零售、制造、电商、工业等多个领域，助力企业优化物流流程、降低运营成本。
ALLE vs RLGT — 直观对比
营收规模更大
ALLE
是对方的4.5倍
$232.1M
营收增速更快
ALLE
高出21.5%
-12.3%
净利率更高
ALLE
高出12.0%
2.3%
自由现金流更多
ALLE
多$188.9M
$11.6M
两年增速更快
RLGT
近两年复合增速
7.5%
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $232.1M |
| 净利润 | $147.5M | $5.3M |
| 毛利率 | 44.5% | — |
| 营业利润率 | 20.3% | 3.2% |
| 净利率 | 14.3% | 2.3% |
| 营收同比 | 9.3% | -12.3% |
| 净利润同比 | 2.4% | -18.0% |
| 每股收益（稀释后） | $1.70 | $0.11 |
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ALLERLGT
| Q4 25 | $1.0B | $232.1M | ||
| Q3 25 | $1.1B | $226.7M | ||
| Q2 25 | $1.0B | $220.6M | ||
| Q1 25 | $941.9M | $214.0M | ||
| Q4 24 | $945.6M | $264.5M | ||
| Q3 24 | $967.1M | $203.6M | ||
| Q2 24 | $965.6M | $206.0M | ||
| Q1 24 | $893.9M | $184.6M |
净利润ALLERLGT
| Q4 25 | $147.5M | $5.3M | ||
| Q3 25 | $188.4M | $1.3M | ||
| Q2 25 | $159.7M | $4.9M | ||
| Q1 25 | $148.2M | $2.5M | ||
| Q4 24 | $144.1M | $6.5M | ||
| Q3 24 | $174.2M | $3.4M | ||
| Q2 24 | $155.4M | $4.8M | ||
| Q1 24 | $123.8M | $-703.0K |
毛利率ALLERLGT
| 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ALLERLGT
| Q4 25 | 20.3% | 3.2% | ||
| Q3 25 | 21.8% | 0.9% | ||
| Q2 25 | 21.5% | 2.4% | ||
| Q1 25 | 20.9% | 1.6% | ||
| Q4 24 | 19.5% | 3.3% | ||
| Q3 24 | 22.2% | 1.9% | ||
| Q2 24 | 21.6% | 2.4% | ||
| Q1 24 | 19.3% | -0.5% |
净利率ALLERLGT
| Q4 25 | 14.3% | 2.3% | ||
| Q3 25 | 17.6% | 0.6% | ||
| Q2 25 | 15.6% | 2.2% | ||
| Q1 25 | 15.7% | 1.2% | ||
| Q4 24 | 15.2% | 2.4% | ||
| Q3 24 | 18.0% | 1.7% | ||
| Q2 24 | 16.1% | 2.3% | ||
| Q1 24 | 13.8% | -0.4% |
每股收益（稀释后）ALLERLGT
| Q4 25 | $1.70 | $0.11 | ||
| Q3 25 | $2.18 | $0.03 | ||
| Q2 25 | $1.85 | $0.10 | ||
| Q1 25 | $1.71 | $0.05 | ||
| Q4 24 | $1.65 | $0.13 | ||
| Q3 24 | $1.99 | $0.07 | ||
| Q2 24 | $1.77 | $0.11 | ||
| Q1 24 | $1.41 | $-0.02 |
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 | $31.9M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.1B | $229.8M |
| 总资产 | $5.2B | $439.4M |
| 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ALLERLGT
| Q4 25 | $356.2M | $31.9M | ||
| Q3 25 | $302.7M | $28.1M | ||
| Q2 25 | $656.8M | $22.9M | ||
| Q1 25 | $494.5M | $19.0M | ||
| Q4 24 | $503.8M | $19.9M | ||
| Q3 24 | $878.9M | $10.4M | ||
| Q2 24 | $747.5M | $24.9M | ||
| Q1 24 | $391.8M | $31.2M |
总债务ALLERLGT
| 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ALLERLGT
| Q4 25 | $2.1B | $229.8M | ||
| Q3 25 | $1.9B | $225.7M | ||
| Q2 25 | $1.8B | $226.0M | ||
| Q1 25 | $1.6B | $218.2M | ||
| Q4 24 | $1.5B | $214.4M | ||
| Q3 24 | $1.6B | $212.4M | ||
| Q2 24 | $1.4B | $209.4M | ||
| Q1 24 | $1.4B | $206.0M |
总资产ALLERLGT
| Q4 25 | $5.2B | $439.4M | ||
| Q3 25 | $5.2B | $445.3M | ||
| Q2 25 | $4.9B | $426.8M | ||
| Q1 25 | $4.6B | $414.5M | ||
| Q4 24 | $4.5B | $386.8M | ||
| Q3 24 | $5.0B | $375.3M | ||
| Q2 24 | $4.8B | $371.2M | ||
| Q1 24 | $4.3B | $364.0M |
负债/权益比ALLERLGT
| 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 | $12.4M |
| 自由现金流经营现金流 - 资本支出 | $200.5M | $11.6M |
| 自由现金流率自由现金流/营收 | 19.4% | 5.0% |
| 资本支出强度资本支出/营收 | 3.8% | 0.3% |
| 现金转化率经营现金流/净利润 | 1.63× | 2.33× |
| 过去12个月自由现金流最近4个季度 | $685.7M | $8.5M |
8季度趋势，按日历期对齐
经营现金流ALLERLGT
| Q4 25 | $240.1M | $12.4M | ||
| Q3 25 | $229.5M | $2.5M | ||
| Q2 25 | $209.7M | $3.1M | ||
| Q1 25 | $104.5M | $-5.7M | ||
| Q4 24 | $219.0M | $15.7M | ||
| Q3 24 | $231.9M | $205.0K | ||
| Q2 24 | $173.0M | $1.3M | ||
| Q1 24 | $51.1M | $3.9M |
自由现金流ALLERLGT
| Q4 25 | $200.5M | $11.6M | ||
| Q3 25 | $209.8M | $977.0K | ||
| Q2 25 | $192.0M | $2.2M | ||
| Q1 25 | $83.4M | $-6.4M | ||
| Q4 24 | $194.9M | $14.1M | ||
| Q3 24 | $212.0M | $-1.9M | ||
| Q2 24 | $152.1M | $-185.0K | ||
| Q1 24 | $23.9M | $1.8M |
自由现金流率ALLERLGT
| Q4 25 | 19.4% | 5.0% | ||
| Q3 25 | 19.6% | 0.4% | ||
| Q2 25 | 18.8% | 1.0% | ||
| Q1 25 | 8.9% | -3.0% | ||
| Q4 24 | 20.6% | 5.3% | ||
| Q3 24 | 21.9% | -0.9% | ||
| Q2 24 | 15.8% | -0.1% | ||
| Q1 24 | 2.7% | 1.0% |
资本支出强度ALLERLGT
| Q4 25 | 3.8% | 0.3% | ||
| Q3 25 | 1.8% | 0.7% | ||
| Q2 25 | 1.7% | 0.4% | ||
| Q1 25 | 2.2% | 0.3% | ||
| Q4 24 | 2.5% | 0.6% | ||
| Q3 24 | 2.1% | 1.0% | ||
| Q2 24 | 2.2% | 0.7% | ||
| Q1 24 | 3.0% | 1.2% |
现金转化率ALLERLGT
| Q4 25 | 1.63× | 2.33× | ||
| Q3 25 | 1.22× | 1.90× | ||
| Q2 25 | 1.31× | 0.63× | ||
| Q1 25 | 0.71× | -2.26× | ||
| Q4 24 | 1.52× | 2.43× | ||
| Q3 24 | 1.33× | 0.06× | ||
| Q2 24 | 1.11× | 0.26× | ||
| 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% |
RLGT
| Transferred Over Time | $201.2M | 87% |
| Other | $25.0M | 11% |
| Value Added Services | $4.2M | 2% |
| Transferred At Point In Time | $1.8M | 1% |
