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安朗杰（ALLE）与Royalty Pharma plc（RPRX）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Royalty Pharma plc的1.7倍（$1.0B vs $622.0M），Royalty Pharma plc净利率更高（34.4% vs 13.4%，领先21.1%），安朗杰同比增速更快（9.7% vs 4.8%），过去两年Royalty Pharma plc的营收复合增速更高（4.6% 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
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
ALLE vs RPRX — 直观对比
营收规模更大
ALLE
是对方的1.7倍
$622.0M
营收增速更快
ALLE
高出5.0%
4.8%
净利率更高
RPRX
高出21.1%
13.4%
两年增速更快
RPRX
近两年复合增速
3.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $622.0M |
| 净利润 | $138.1M | $214.2M |
| 毛利率 | 44.0% | — |
| 营业利润率 | 18.9% | 62.4% |
| 净利率 | 13.4% | 34.4% |
| 营收同比 | 9.7% | 4.8% |
| 净利润同比 | -6.8% | 2.9% |
| 每股收益（稀释后） | — | $0.49 |
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ALLERPRX
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $622.0M | ||
| Q3 25 | $1.1B | $609.3M | ||
| Q2 25 | $1.0B | $578.7M | ||
| Q1 25 | $941.9M | $568.2M | ||
| Q4 24 | $945.6M | $593.6M | ||
| Q3 24 | $967.1M | $564.7M | ||
| Q2 24 | $965.6M | $537.3M |
净利润ALLERPRX
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $214.2M | ||
| Q3 25 | $188.4M | $288.2M | ||
| Q2 25 | $159.7M | $30.2M | ||
| Q1 25 | $148.2M | $238.3M | ||
| Q4 24 | $144.1M | $208.2M | ||
| Q3 24 | $174.2M | $544.0M | ||
| Q2 24 | $155.4M | $102.0M |
毛利率ALLERPRX
| Q1 26 | 44.0% | — | ||
| 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% | — |
营业利润率ALLERPRX
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 62.4% | ||
| Q3 25 | 21.8% | 70.1% | ||
| Q2 25 | 21.5% | 36.3% | ||
| Q1 25 | 20.9% | 94.0% | ||
| Q4 24 | 19.5% | 60.9% | ||
| Q3 24 | 22.2% | — | ||
| Q2 24 | 21.6% | 50.2% |
净利率ALLERPRX
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | 34.4% | ||
| Q3 25 | 17.6% | 47.3% | ||
| Q2 25 | 15.6% | 5.2% | ||
| Q1 25 | 15.7% | 41.9% | ||
| Q4 24 | 15.2% | 35.1% | ||
| Q3 24 | 18.0% | 96.3% | ||
| Q2 24 | 16.1% | 19.0% |
每股收益（稀释后）ALLERPRX
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $0.49 | ||
| Q3 25 | $2.18 | $0.67 | ||
| Q2 25 | $1.85 | $0.07 | ||
| Q1 25 | $1.71 | $0.55 | ||
| Q4 24 | $1.65 | $0.46 | ||
| Q3 24 | $1.99 | $1.21 | ||
| Q2 24 | $1.77 | $0.23 |
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 | $618.7M |
| 总债务越低越好 | $2.0B | $9.0B |
| 股东权益账面价值 | $2.1B | $9.7B |
| 总资产 | $5.3B | $19.6B |
| 负债/权益比越低杠杆越低 | 0.97× | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资ALLERPRX
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $618.7M | ||
| Q3 25 | $302.7M | $938.9M | ||
| Q2 25 | $656.8M | $631.9M | ||
| Q1 25 | $494.5M | $1.1B | ||
| Q4 24 | $503.8M | $929.0M | ||
| Q3 24 | $878.9M | $950.1M | ||
| Q2 24 | $747.5M | $1.8B |
总债务ALLERPRX
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $9.0B | ||
| Q3 25 | $2.1B | $8.9B | ||
| Q2 25 | $2.1B | $8.0B | ||
| Q1 25 | $2.0B | $7.6B | ||
| Q4 24 | $2.0B | $7.6B | ||
| Q3 24 | $2.4B | $7.6B | ||
| Q2 24 | $2.4B | $7.6B |
股东权益ALLERPRX
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $9.7B | ||
| Q3 25 | $1.9B | $9.6B | ||
| Q2 25 | $1.8B | $9.5B | ||
| Q1 25 | $1.6B | $9.8B | ||
| Q4 24 | $1.5B | $10.3B | ||
| Q3 24 | $1.6B | $10.3B | ||
| Q2 24 | $1.4B | $9.8B |
总资产ALLERPRX
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $19.6B | ||
| Q3 25 | $5.2B | $19.3B | ||
| Q2 25 | $4.9B | $18.3B | ||
| Q1 25 | $4.6B | $17.6B | ||
| Q4 24 | $4.5B | $18.2B | ||
| Q3 24 | $5.0B | $18.0B | ||
| Q2 24 | $4.8B | $17.7B |
负债/权益比ALLERPRX
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | 0.92× | ||
| Q3 25 | 1.07× | 0.93× | ||
| Q2 25 | 1.16× | 0.84× | ||
| Q1 25 | 1.24× | 0.78× | ||
| Q4 24 | 1.33× | 0.74× | ||
| Q3 24 | 1.53× | 0.74× | ||
| Q2 24 | 1.69× | 0.78× |
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 | $827.1M |
| 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× | 3.86× |
| 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ALLERPRX
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $827.1M | ||
| Q3 25 | $229.5M | $702.6M | ||
| Q2 25 | $209.7M | $364.0M | ||
| Q1 25 | $104.5M | $596.1M | ||
| Q4 24 | $219.0M | $742.5M | ||
| Q3 24 | $231.9M | $703.6M | ||
| Q2 24 | $173.0M | $658.2M |
自由现金流ALLERPRX
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | — | ||
| Q3 25 | $209.8M | — | ||
| Q2 25 | $192.0M | — | ||
| Q1 25 | $83.4M | — | ||
| Q4 24 | $194.9M | — | ||
| Q3 24 | $212.0M | — | ||
| Q2 24 | $152.1M | — |
自由现金流率ALLERPRX
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | — | ||
| Q3 25 | 19.6% | — | ||
| Q2 25 | 18.8% | — | ||
| Q1 25 | 8.9% | — | ||
| Q4 24 | 20.6% | — | ||
| Q3 24 | 21.9% | — | ||
| Q2 24 | 15.8% | — |
资本支出强度ALLERPRX
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 1.7% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 2.1% | — | ||
| Q2 24 | 2.2% | — |
现金转化率ALLERPRX
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 3.86× | ||
| Q3 25 | 1.22× | 2.44× | ||
| Q2 25 | 1.31× | 12.06× | ||
| Q1 25 | 0.71× | 2.50× | ||
| Q4 24 | 1.52× | 3.57× | ||
| Q3 24 | 1.33× | 1.29× | ||
| Q2 24 | 1.11× | 6.45× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
