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安朗杰（ALLE）与Revvity（RVTY）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Revvity的1.3倍（$1.0B vs $772.1M），安朗杰净利率更高（13.4% vs 12.7%，领先0.6%），安朗杰同比增速更快（9.7% vs 5.9%），过去两年Revvity的营收复合增速更高（9.0% 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
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
ALLE vs RVTY — 直观对比
营收规模更大
ALLE
是对方的1.3倍
$772.1M
营收增速更快
ALLE
高出3.9%
5.9%
净利率更高
ALLE
高出0.6%
12.7%
两年增速更快
RVTY
近两年复合增速
3.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $772.1M |
| 净利润 | $138.1M | $98.4M |
| 毛利率 | 44.0% | — |
| 营业利润率 | 18.9% | 14.5% |
| 净利率 | 13.4% | 12.7% |
| 营收同比 | 9.7% | 5.9% |
| 净利润同比 | -6.8% | 3.9% |
| 每股收益（稀释后） | — | $0.86 |
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ALLERVTY
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $772.1M | ||
| Q3 25 | $1.1B | $698.9M | ||
| Q2 25 | $1.0B | $720.3M | ||
| Q1 25 | $941.9M | $664.8M | ||
| Q4 24 | $945.6M | $729.4M | ||
| Q3 24 | $967.1M | $684.0M | ||
| Q2 24 | $965.6M | $691.7M |
净利润ALLERVTY
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $98.4M | ||
| Q3 25 | $188.4M | $46.7M | ||
| Q2 25 | $159.7M | $53.9M | ||
| Q1 25 | $148.2M | $42.2M | ||
| Q4 24 | $144.1M | $94.6M | ||
| Q3 24 | $174.2M | $94.4M | ||
| Q2 24 | $155.4M | $55.4M |
毛利率ALLERVTY
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | — | ||
| Q3 25 | 45.8% | 53.6% | ||
| Q2 25 | 45.6% | 54.5% | ||
| Q1 25 | 44.9% | 56.5% | ||
| Q4 24 | 44.1% | — | ||
| Q3 24 | 44.7% | 56.3% | ||
| Q2 24 | 44.4% | 55.7% |
营业利润率ALLERVTY
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 14.5% | ||
| Q3 25 | 21.8% | 11.7% | ||
| Q2 25 | 21.5% | 12.6% | ||
| Q1 25 | 20.9% | 10.9% | ||
| Q4 24 | 19.5% | 16.3% | ||
| Q3 24 | 22.2% | 14.3% | ||
| Q2 24 | 21.6% | 12.4% |
净利率ALLERVTY
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | 12.7% | ||
| Q3 25 | 17.6% | 6.7% | ||
| Q2 25 | 15.6% | 7.5% | ||
| Q1 25 | 15.7% | 6.4% | ||
| Q4 24 | 15.2% | 13.0% | ||
| Q3 24 | 18.0% | 13.8% | ||
| Q2 24 | 16.1% | 8.0% |
每股收益（稀释后）ALLERVTY
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $0.86 | ||
| Q3 25 | $2.18 | $0.40 | ||
| Q2 25 | $1.85 | $0.46 | ||
| Q1 25 | $1.71 | $0.35 | ||
| Q4 24 | $1.65 | $0.77 | ||
| Q3 24 | $1.99 | $0.77 | ||
| Q2 24 | $1.77 | $0.45 |
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 | $919.9M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.1B | $7.3B |
| 总资产 | $5.3B | $12.2B |
| 负债/权益比越低杠杆越低 | 0.97× | — |
8季度趋势，按日历期对齐
现金及短期投资ALLERVTY
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $919.9M | ||
| Q3 25 | $302.7M | $931.4M | ||
| Q2 25 | $656.8M | $991.8M | ||
| Q1 25 | $494.5M | $1.1B | ||
| Q4 24 | $503.8M | $1.2B | ||
| Q3 24 | $878.9M | $1.2B | ||
| Q2 24 | $747.5M | $2.0B |
总债务ALLERVTY
| Q1 26 | $2.0B | — | ||
| 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 | — |
股东权益ALLERVTY
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $7.3B | ||
| Q3 25 | $1.9B | $7.4B | ||
| Q2 25 | $1.8B | $7.6B | ||
| Q1 25 | $1.6B | $7.6B | ||
| Q4 24 | $1.5B | $7.7B | ||
| Q3 24 | $1.6B | $7.9B | ||
| Q2 24 | $1.4B | $7.9B |
总资产ALLERVTY
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $12.2B | ||
| Q3 25 | $5.2B | $12.1B | ||
| Q2 25 | $4.9B | $12.4B | ||
| Q1 25 | $4.6B | $12.4B | ||
| Q4 24 | $4.5B | $12.4B | ||
| Q3 24 | $5.0B | $12.8B | ||
| Q2 24 | $4.8B | $13.4B |
负债/权益比ALLERVTY
| Q1 26 | 0.97× | — | ||
| 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× | — |
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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | — | $161.8M |
| 自由现金流率自由现金流/营收 | — | 21.0% |
| 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× | 1.85× |
| 过去12个月自由现金流最近4个季度 | — | $509.4M |
8季度趋势，按日历期对齐
经营现金流ALLERVTY
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $182.0M | ||
| Q3 25 | $229.5M | $138.5M | ||
| Q2 25 | $209.7M | $134.3M | ||
| Q1 25 | $104.5M | $128.2M | ||
| Q4 24 | $219.0M | $174.2M | ||
| Q3 24 | $231.9M | $147.9M | ||
| Q2 24 | $173.0M | $158.6M |
自由现金流ALLERVTY
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $161.8M | ||
| Q3 25 | $209.8M | $120.0M | ||
| Q2 25 | $192.0M | $115.5M | ||
| Q1 25 | $83.4M | $112.2M | ||
| Q4 24 | $194.9M | $149.8M | ||
| Q3 24 | $212.0M | $125.6M | ||
| Q2 24 | $152.1M | $136.6M |
自由现金流率ALLERVTY
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 21.0% | ||
| Q3 25 | 19.6% | 17.2% | ||
| Q2 25 | 18.8% | 16.0% | ||
| Q1 25 | 8.9% | 16.9% | ||
| Q4 24 | 20.6% | 20.5% | ||
| Q3 24 | 21.9% | 18.4% | ||
| Q2 24 | 15.8% | 19.7% |
资本支出强度ALLERVTY
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 2.6% | ||
| Q3 25 | 1.8% | 2.6% | ||
| Q2 25 | 1.7% | 2.6% | ||
| Q1 25 | 2.2% | 2.4% | ||
| Q4 24 | 2.5% | 3.4% | ||
| Q3 24 | 2.1% | 3.3% | ||
| Q2 24 | 2.2% | 3.2% |
现金转化率ALLERVTY
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 1.85× | ||
| Q3 25 | 1.22× | 2.97× | ||
| Q2 25 | 1.31× | 2.49× | ||
| Q1 25 | 0.71× | 3.03× | ||
| Q4 24 | 1.52× | 1.84× | ||
| Q3 24 | 1.33× | 1.57× | ||
| Q2 24 | 1.11× | 2.87× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
