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安朗杰（ALLE）与RPM INTERNATIONAL INC（RPM）财务数据对比。点击上方公司名可切换其他公司
RPM INTERNATIONAL INC的季度营收约是安朗杰的1.8倍（$1.9B vs $1.0B），安朗杰净利率更高（13.4% vs 8.4%，领先4.9%），安朗杰同比增速更快（9.7% vs 3.5%），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% 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
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
ALLE vs RPM — 直观对比
营收规模更大
RPM
是对方的1.8倍
$1.0B
营收增速更快
ALLE
高出6.2%
3.5%
净利率更高
ALLE
高出4.9%
8.4%
两年增速更快
RPM
近两年复合增速
3.5%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.9B |
| 净利润 | $138.1M | $161.2M |
| 毛利率 | 44.0% | 40.8% |
| 营业利润率 | 18.9% | 11.0% |
| 净利率 | 13.4% | 8.4% |
| 营收同比 | 9.7% | 3.5% |
| 净利润同比 | -6.8% | -12.0% |
| 每股收益（稀释后） | — | $1.26 |
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ALLERPM
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $1.9B | ||
| Q3 25 | $1.1B | $2.1B | ||
| Q2 25 | $1.0B | $2.1B | ||
| Q1 25 | $941.9M | $1.5B | ||
| Q4 24 | $945.6M | $1.8B | ||
| Q3 24 | $967.1M | $2.0B | ||
| Q2 24 | $965.6M | $2.0B |
净利润ALLERPM
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $161.2M | ||
| Q3 25 | $188.4M | $227.6M | ||
| Q2 25 | $159.7M | $225.8M | ||
| Q1 25 | $148.2M | $52.0M | ||
| Q4 24 | $144.1M | $183.2M | ||
| Q3 24 | $174.2M | $227.7M | ||
| Q2 24 | $155.4M | $180.6M |
毛利率ALLERPM
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | 40.8% | ||
| Q3 25 | 45.8% | 42.3% | ||
| Q2 25 | 45.6% | 42.4% | ||
| Q1 25 | 44.9% | 38.4% | ||
| Q4 24 | 44.1% | 41.4% | ||
| Q3 24 | 44.7% | 42.5% | ||
| Q2 24 | 44.4% | 41.4% |
营业利润率ALLERPM
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 11.0% | ||
| Q3 25 | 21.8% | 14.1% | ||
| Q2 25 | 21.5% | 11.9% | ||
| Q1 25 | 20.9% | 2.8% | ||
| Q4 24 | 19.5% | 11.5% | ||
| Q3 24 | 22.2% | 14.8% | ||
| Q2 24 | 21.6% | 11.9% |
净利率ALLERPM
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | 8.4% | ||
| Q3 25 | 17.6% | 10.8% | ||
| Q2 25 | 15.6% | 10.8% | ||
| Q1 25 | 15.7% | 3.5% | ||
| Q4 24 | 15.2% | 9.9% | ||
| Q3 24 | 18.0% | 11.6% | ||
| Q2 24 | 16.1% | 9.0% |
每股收益（稀释后）ALLERPM
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $1.26 | ||
| Q3 25 | $2.18 | $1.77 | ||
| Q2 25 | $1.85 | $1.76 | ||
| Q1 25 | $1.71 | $0.40 | ||
| Q4 24 | $1.65 | $1.42 | ||
| Q3 24 | $1.99 | $1.77 | ||
| Q2 24 | $1.77 | $1.40 |
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 | $316.6M |
| 总债务越低越好 | $2.0B | $2.5B |
| 股东权益账面价值 | $2.1B | $3.1B |
| 总资产 | $5.3B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.97× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资ALLERPM
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $316.6M | ||
| Q3 25 | $302.7M | $297.1M | ||
| Q2 25 | $656.8M | $302.1M | ||
| Q1 25 | $494.5M | $241.9M | ||
| Q4 24 | $503.8M | $268.7M | ||
| Q3 24 | $878.9M | $231.6M | ||
| Q2 24 | $747.5M | $237.4M |
总债务ALLERPM
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $2.5B | ||
| Q3 25 | $2.1B | $2.7B | ||
| Q2 25 | $2.1B | $2.6B | ||
| Q1 25 | $2.0B | $2.1B | ||
| Q4 24 | $2.0B | $2.0B | ||
| Q3 24 | $2.4B | $2.0B | ||
| Q2 24 | $2.4B | $2.0B |
股东权益ALLERPM
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $3.1B | ||
| Q3 25 | $1.9B | $3.1B | ||
| Q2 25 | $1.8B | $2.9B | ||
| Q1 25 | $1.6B | $2.7B | ||
| Q4 24 | $1.5B | $2.7B | ||
| Q3 24 | $1.6B | $2.6B | ||
| Q2 24 | $1.4B | $2.5B |
总资产ALLERPM
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $7.9B | ||
| Q3 25 | $5.2B | $7.9B | ||
| Q2 25 | $4.9B | $7.8B | ||
| Q1 25 | $4.6B | $6.6B | ||
| Q4 24 | $4.5B | $6.7B | ||
| Q3 24 | $5.0B | $6.6B | ||
| Q2 24 | $4.8B | $6.6B |
负债/权益比ALLERPM
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | 0.80× | ||
| Q3 25 | 1.07× | 0.87× | ||
| Q2 25 | 1.16× | 0.91× | ||
| Q1 25 | 1.24× | 0.78× | ||
| Q4 24 | 1.33× | 0.74× | ||
| Q3 24 | 1.53× | 0.77× | ||
| Q2 24 | 1.69× | 0.79× |
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 | $345.7M |
| 自由现金流经营现金流 - 资本支出 | — | $296.4M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | 2.0% | 2.6% |
| 现金转化率经营现金流/净利润 | 0.73× | 2.14× |
| 过去12个月自由现金流最近4个季度 | — | $582.9M |
8季度趋势，按日历期对齐
经营现金流ALLERPM
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $345.7M | ||
| Q3 25 | $229.5M | $237.5M | ||
| Q2 25 | $209.7M | $149.2M | ||
| Q1 25 | $104.5M | $91.5M | ||
| Q4 24 | $219.0M | $279.4M | ||
| Q3 24 | $231.9M | $248.1M | ||
| Q2 24 | $173.0M | $181.2M |
自由现金流ALLERPM
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $296.4M | ||
| Q3 25 | $209.8M | $175.0M | ||
| Q2 25 | $192.0M | $78.2M | ||
| Q1 25 | $83.4M | $33.3M | ||
| Q4 24 | $194.9M | $229.5M | ||
| Q3 24 | $212.0M | $197.3M | ||
| Q2 24 | $152.1M | $105.3M |
自由现金流率ALLERPM
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 15.5% | ||
| Q3 25 | 19.6% | 8.3% | ||
| Q2 25 | 18.8% | 3.8% | ||
| Q1 25 | 8.9% | 2.3% | ||
| Q4 24 | 20.6% | 12.4% | ||
| Q3 24 | 21.9% | 10.0% | ||
| Q2 24 | 15.8% | 5.2% |
资本支出强度ALLERPM
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 2.6% | ||
| Q3 25 | 1.8% | 3.0% | ||
| Q2 25 | 1.7% | 3.4% | ||
| Q1 25 | 2.2% | 3.9% | ||
| Q4 24 | 2.5% | 2.7% | ||
| Q3 24 | 2.1% | 2.6% | ||
| Q2 24 | 2.2% | 3.8% |
现金转化率ALLERPM
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 2.14× | ||
| Q3 25 | 1.22× | 1.04× | ||
| Q2 25 | 1.31× | 0.66× | ||
| Q1 25 | 0.71× | 1.76× | ||
| Q4 24 | 1.52× | 1.53× | ||
| Q3 24 | 1.33× | 1.09× | ||
| Q2 24 | 1.11× | 1.00× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
