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安朗杰（ALLE）与Rackspace Technology, Inc.（RXT）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Rackspace Technology, Inc.的1.5倍（$1.0B vs $682.8M），安朗杰净利率更高（13.4% vs -4.8%，领先18.2%），安朗杰同比增速更快（9.7% vs -0.4%），过去两年安朗杰的营收复合增速更高（3.5% vs -0.6%）
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
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业，在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处，数据中心分布于全球多个主要城市，为客户提供专业的云计算相关服务。
ALLE vs RXT — 直观对比
营收规模更大
ALLE
是对方的1.5倍
$682.8M
营收增速更快
ALLE
高出10.1%
-0.4%
净利率更高
ALLE
高出18.2%
-4.8%
两年增速更快
ALLE
近两年复合增速
-0.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $682.8M |
| 净利润 | $138.1M | $-32.7M |
| 毛利率 | 44.0% | 17.6% |
| 营业利润率 | 18.9% | -0.5% |
| 净利率 | 13.4% | -4.8% |
| 营收同比 | 9.7% | -0.4% |
| 净利润同比 | -6.8% | 41.6% |
| 每股收益（稀释后） | — | $-0.13 |
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ALLERXT
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $682.8M | ||
| Q3 25 | $1.1B | $671.2M | ||
| Q2 25 | $1.0B | $666.3M | ||
| Q1 25 | $941.9M | $665.4M | ||
| Q4 24 | $945.6M | $685.6M | ||
| Q3 24 | $967.1M | $675.8M | ||
| Q2 24 | $965.6M | $684.9M |
净利润ALLERXT
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $-32.7M | ||
| Q3 25 | $188.4M | $-67.1M | ||
| Q2 25 | $159.7M | $-54.5M | ||
| Q1 25 | $148.2M | $-71.5M | ||
| Q4 24 | $144.1M | $-56.0M | ||
| Q3 24 | $174.2M | $-186.6M | ||
| Q2 24 | $155.4M | $25.0M |
毛利率ALLERXT
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | 17.6% | ||
| Q3 25 | 45.8% | 19.4% | ||
| Q2 25 | 45.6% | 19.4% | ||
| Q1 25 | 44.9% | 19.1% | ||
| Q4 24 | 44.1% | 19.2% | ||
| Q3 24 | 44.7% | 20.3% | ||
| Q2 24 | 44.4% | 19.2% |
营业利润率ALLERXT
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | -0.5% | ||
| Q3 25 | 21.8% | -5.1% | ||
| Q2 25 | 21.5% | -3.8% | ||
| Q1 25 | 20.9% | -5.8% | ||
| Q4 24 | 19.5% | -4.2% | ||
| Q3 24 | 22.2% | -25.7% | ||
| Q2 24 | 21.6% | -7.9% |
净利率ALLERXT
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | -4.8% | ||
| Q3 25 | 17.6% | -10.0% | ||
| Q2 25 | 15.6% | -8.2% | ||
| Q1 25 | 15.7% | -10.7% | ||
| Q4 24 | 15.2% | -8.2% | ||
| Q3 24 | 18.0% | -27.6% | ||
| Q2 24 | 16.1% | 3.7% |
每股收益（稀释后）ALLERXT
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $-0.13 | ||
| Q3 25 | $2.18 | $-0.28 | ||
| Q2 25 | $1.85 | $-0.23 | ||
| Q1 25 | $1.71 | $-0.31 | ||
| Q4 24 | $1.65 | $-0.20 | ||
| Q3 24 | $1.99 | $-0.82 | ||
| Q2 24 | $1.77 | $0.11 |
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 | $105.8M |
| 总债务越低越好 | $2.0B | $2.7B |
| 股东权益账面价值 | $2.1B | $-1.2B |
| 总资产 | $5.3B | $2.8B |
| 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ALLERXT
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $105.8M | ||
| Q3 25 | $302.7M | $99.5M | ||
| Q2 25 | $656.8M | $103.9M | ||
| Q1 25 | $494.5M | $128.0M | ||
| Q4 24 | $503.8M | $144.0M | ||
| Q3 24 | $878.9M | $157.1M | ||
| Q2 24 | $747.5M | $190.2M |
总债务ALLERXT
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $2.7B | ||
| Q3 25 | $2.1B | $2.8B | ||
| Q2 25 | $2.1B | $2.8B | ||
| Q1 25 | $2.0B | $2.8B | ||
| Q4 24 | $2.0B | $2.8B | ||
| Q3 24 | $2.4B | $2.8B | ||
| Q2 24 | $2.4B | $2.9B |
股东权益ALLERXT
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $-1.2B | ||
| Q3 25 | $1.9B | $-1.2B | ||
| Q2 25 | $1.8B | $-1.1B | ||
| Q1 25 | $1.6B | $-1.1B | ||
| Q4 24 | $1.5B | $-1.0B | ||
| Q3 24 | $1.6B | $-949.7M | ||
| Q2 24 | $1.4B | $-756.2M |
总资产ALLERXT
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $2.8B | ||
| Q3 25 | $5.2B | $2.8B | ||
| Q2 25 | $4.9B | $2.9B | ||
| Q1 25 | $4.6B | $3.0B | ||
| Q4 24 | $4.5B | $3.1B | ||
| Q3 24 | $5.0B | $3.1B | ||
| Q2 24 | $4.8B | $3.4B |
负债/权益比ALLERXT
| 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 | $59.7M |
| 自由现金流经营现金流 - 资本支出 | — | $56.0M |
| 自由现金流率自由现金流/营收 | — | 8.2% |
| 资本支出强度资本支出/营收 | 2.0% | 0.5% |
| 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 | — | $90.6M |
8季度趋势，按日历期对齐
经营现金流ALLERXT
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $59.7M | ||
| Q3 25 | $229.5M | $70.7M | ||
| Q2 25 | $209.7M | $8.4M | ||
| Q1 25 | $104.5M | $12.6M | ||
| Q4 24 | $219.0M | $54.3M | ||
| Q3 24 | $231.9M | $51.8M | ||
| Q2 24 | $173.0M | $24.1M |
自由现金流ALLERXT
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $56.0M | ||
| Q3 25 | $209.8M | $42.7M | ||
| Q2 25 | $192.0M | $-12.4M | ||
| Q1 25 | $83.4M | $4.3M | ||
| Q4 24 | $194.9M | $34.4M | ||
| Q3 24 | $212.0M | $27.3M | ||
| Q2 24 | $152.1M | $-14.5M |
自由现金流率ALLERXT
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 8.2% | ||
| Q3 25 | 19.6% | 6.4% | ||
| Q2 25 | 18.8% | -1.9% | ||
| Q1 25 | 8.9% | 0.6% | ||
| Q4 24 | 20.6% | 5.0% | ||
| Q3 24 | 21.9% | 4.0% | ||
| Q2 24 | 15.8% | -2.1% |
资本支出强度ALLERXT
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 0.5% | ||
| Q3 25 | 1.8% | 4.2% | ||
| Q2 25 | 1.7% | 3.1% | ||
| Q1 25 | 2.2% | 1.2% | ||
| Q4 24 | 2.5% | 2.9% | ||
| Q3 24 | 2.1% | 3.6% | ||
| Q2 24 | 2.2% | 5.6% |
现金转化率ALLERXT
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.22× | — | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 1.52× | — | ||
| Q3 24 | 1.33× | — | ||
| Q2 24 | 1.11× | 0.96× |
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% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
