vs
安朗杰（ALLE）与瑞思迈（RMD）财务数据对比。点击上方公司名可切换其他公司
瑞思迈的季度营收约是安朗杰的1.4倍（$1.4B vs $1.0B），瑞思迈净利率更高（27.6% vs 13.4%，领先14.2%），瑞思迈同比增速更快（11.0% vs 9.7%），过去两年瑞思迈的营收复合增速更高（7.9% 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
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
ALLE vs RMD — 直观对比
营收规模更大
RMD
是对方的1.4倍
$1.0B
营收增速更快
RMD
高出1.2%
9.7%
净利率更高
RMD
高出14.2%
13.4%
两年增速更快
RMD
近两年复合增速
3.5%
损益表 — Q1 FY2026 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.4B |
| 净利润 | $138.1M | $392.6M |
| 毛利率 | 44.0% | 61.8% |
| 营业利润率 | 18.9% | 34.6% |
| 净利率 | 13.4% | 27.6% |
| 营收同比 | 9.7% | 11.0% |
| 净利润同比 | -6.8% | 13.9% |
| 每股收益（稀释后） | — | $2.68 |
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ALLERMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $1.4B | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $1.0B | $1.3B | ||
| Q1 25 | $941.9M | $1.3B | ||
| Q4 24 | $945.6M | $1.3B | ||
| Q3 24 | $967.1M | $1.2B |
净利润ALLERMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $392.6M | ||
| Q3 25 | $188.4M | $348.5M | ||
| Q2 25 | $159.7M | $379.7M | ||
| Q1 25 | $148.2M | $365.0M | ||
| Q4 24 | $144.1M | $344.6M | ||
| Q3 24 | $174.2M | $311.4M |
毛利率ALLERMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | 61.8% | ||
| Q3 25 | 45.8% | 61.5% | ||
| Q2 25 | 45.6% | 60.8% | ||
| Q1 25 | 44.9% | 59.3% | ||
| Q4 24 | 44.1% | 58.6% | ||
| Q3 24 | 44.7% | 58.6% |
营业利润率ALLERMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 34.6% | ||
| Q3 25 | 21.8% | 33.4% | ||
| Q2 25 | 21.5% | 33.7% | ||
| Q1 25 | 20.9% | 33.0% | ||
| Q4 24 | 19.5% | 32.5% | ||
| Q3 24 | 22.2% | 31.6% |
净利率ALLERMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | 27.6% | ||
| Q3 25 | 17.6% | 26.1% | ||
| Q2 25 | 15.6% | 28.2% | ||
| Q1 25 | 15.7% | 28.3% | ||
| Q4 24 | 15.2% | 26.9% | ||
| Q3 24 | 18.0% | 25.4% |
每股收益（稀释后）ALLERMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $2.68 | ||
| Q3 25 | $2.18 | $2.37 | ||
| Q2 25 | $1.85 | $2.58 | ||
| Q1 25 | $1.71 | $2.48 | ||
| Q4 24 | $1.65 | $2.34 | ||
| Q3 24 | $1.99 | $2.11 |
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 | $308.9M | $1.4B |
| 总债务越低越好 | $2.0B | $663.8M |
| 股东权益账面价值 | $2.1B | $6.3B |
| 总资产 | $5.3B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.97× | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资ALLERMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $1.4B | ||
| Q3 25 | $302.7M | $1.4B | ||
| Q2 25 | $656.8M | $1.2B | ||
| Q1 25 | $494.5M | $932.7M | ||
| Q4 24 | $503.8M | $521.9M | ||
| Q3 24 | $878.9M | $426.4M |
总债务ALLERMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $403.9M | ||
| Q3 25 | $2.1B | $408.7M | ||
| Q2 25 | $2.1B | $658.4M | ||
| Q1 25 | $2.0B | $663.1M | ||
| Q4 24 | $2.0B | $662.9M | ||
| Q3 24 | $2.4B | $667.6M |
股东权益ALLERMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $6.3B | ||
| Q3 25 | $1.9B | $6.1B | ||
| Q2 25 | $1.8B | $6.0B | ||
| Q1 25 | $1.6B | $5.5B | ||
| Q4 24 | $1.5B | $5.3B | ||
| Q3 24 | $1.6B | $5.2B |
总资产ALLERMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $8.5B | ||
| Q3 25 | $5.2B | $8.3B | ||
| Q2 25 | $4.9B | $8.2B | ||
| Q1 25 | $4.6B | $7.6B | ||
| Q4 24 | $4.5B | $7.1B | ||
| Q3 24 | $5.0B | $7.2B |
负债/权益比ALLERMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | 0.06× | ||
| Q3 25 | 1.07× | 0.07× | ||
| Q2 25 | 1.16× | 0.11× | ||
| Q1 25 | 1.24× | 0.12× | ||
| Q4 24 | 1.33× | 0.13× | ||
| Q3 24 | 1.53× | 0.13× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 2.0% | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流ALLERMD
| Q2 26 | — | — | ||
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $339.7M | ||
| Q3 25 | $229.5M | $457.3M | ||
| Q2 25 | $209.7M | $538.8M | ||
| Q1 25 | $104.5M | $578.7M | ||
| Q4 24 | $219.0M | $308.6M | ||
| Q3 24 | $231.9M | $325.5M |
自由现金流ALLERMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $311.2M | ||
| Q3 25 | $209.8M | $414.4M | ||
| Q2 25 | $192.0M | $508.2M | ||
| Q1 25 | $83.4M | $557.9M | ||
| Q4 24 | $194.9M | $288.0M | ||
| Q3 24 | $212.0M | $307.7M |
自由现金流率ALLERMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 21.9% | ||
| Q3 25 | 19.6% | 31.0% | ||
| Q2 25 | 18.8% | 37.7% | ||
| Q1 25 | 8.9% | 43.2% | ||
| Q4 24 | 20.6% | 22.5% | ||
| Q3 24 | 21.9% | 25.1% |
资本支出强度ALLERMD
| Q2 26 | — | — | ||
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 2.0% | ||
| Q3 25 | 1.8% | 3.2% | ||
| Q2 25 | 1.7% | 2.3% | ||
| Q1 25 | 2.2% | 1.6% | ||
| Q4 24 | 2.5% | 1.6% | ||
| Q3 24 | 2.1% | 1.5% |
现金转化率ALLERMD
| Q2 26 | — | — | ||
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 0.87× | ||
| Q3 25 | 1.22× | 1.31× | ||
| Q2 25 | 1.31× | 1.42× | ||
| Q1 25 | 0.71× | 1.59× | ||
| Q4 24 | 1.52× | 0.90× | ||
| Q3 24 | 1.33× | 1.05× |
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% |
RMD
暂无分部数据
