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安朗杰（ALLE）与StandardAero, Inc.（SARO）财务数据对比。点击上方公司名可切换其他公司
StandardAero, Inc.的季度营收约是安朗杰的1.5倍（$1.6B vs $1.0B）。安朗杰净利率更高（14.3% vs 4.9%，领先9.4%）。StandardAero, Inc.同比增速更快（13.5% vs 9.3%）。StandardAero, Inc.自由现金流更多（$307.3M vs $200.5M）。过去两年StandardAero, Inc.的营收复合增速更高（13.8% vs 7.5%）
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
StandardAero Inc.是总部位于美国亚利桑那州斯科茨代尔的专业维护、维修及大修（MRO）服务提供商，深耕相关领域多年，服务覆盖航空等多个行业，可为客户提供高效可靠的定制化运维解决方案。
ALLE vs SARO — 直观对比
营收规模更大
SARO
是对方的1.5倍
$1.0B
营收增速更快
SARO
高出4.2%
9.3%
净利率更高
ALLE
高出9.4%
4.9%
自由现金流更多
SARO
多$106.8M
$200.5M
两年增速更快
SARO
近两年复合增速
7.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.6B |
| 净利润 | $147.5M | $78.6M |
| 毛利率 | 44.5% | 13.8% |
| 营业利润率 | 20.3% | 9.3% |
| 净利率 | 14.3% | 4.9% |
| 营收同比 | 9.3% | 13.5% |
| 净利润同比 | 2.4% | 659.6% |
| 每股收益（稀释后） | $1.70 | $0.24 |
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ALLESARO
| Q4 25 | $1.0B | $1.6B | ||
| Q3 25 | $1.1B | $1.5B | ||
| Q2 25 | $1.0B | $1.5B | ||
| Q1 25 | $941.9M | $1.4B | ||
| Q4 24 | $945.6M | $1.4B | ||
| Q3 24 | $967.1M | $1.2B | ||
| Q2 24 | $965.6M | $1.3B | ||
| Q1 24 | $893.9M | $1.2B |
净利润ALLESARO
| Q4 25 | $147.5M | $78.6M | ||
| Q3 25 | $188.4M | $68.1M | ||
| Q2 25 | $159.7M | $67.7M | ||
| Q1 25 | $148.2M | $62.9M | ||
| Q4 24 | $144.1M | $-14.1M | ||
| Q3 24 | $174.2M | $16.4M | ||
| Q2 24 | $155.4M | $5.4M | ||
| Q1 24 | $123.8M | $3.2M |
毛利率ALLESARO
| Q4 25 | 44.5% | 13.8% | ||
| Q3 25 | 45.8% | 14.9% | ||
| Q2 25 | 45.6% | 15.4% | ||
| Q1 25 | 44.9% | 15.2% | ||
| Q4 24 | 44.1% | 14.3% | ||
| Q3 24 | 44.7% | 15.0% | ||
| Q2 24 | 44.4% | 13.7% | ||
| Q1 24 | 43.8% | 14.7% |
营业利润率ALLESARO
| Q4 25 | 20.3% | 9.3% | ||
| Q3 25 | 21.8% | 9.2% | ||
| Q2 25 | 21.5% | 8.9% | ||
| Q1 25 | 20.9% | 9.0% | ||
| Q4 24 | 19.5% | 6.7% | ||
| Q3 24 | 22.2% | 7.9% | ||
| Q2 24 | 21.6% | 7.8% | ||
| Q1 24 | 19.3% | 8.5% |
净利率ALLESARO
| Q4 25 | 14.3% | 4.9% | ||
| Q3 25 | 17.6% | 4.5% | ||
| Q2 25 | 15.6% | 4.4% | ||
| Q1 25 | 15.7% | 4.4% | ||
| Q4 24 | 15.2% | -1.0% | ||
| Q3 24 | 18.0% | 1.3% | ||
| Q2 24 | 16.1% | 0.4% | ||
| Q1 24 | 13.8% | 0.3% |
每股收益（稀释后）ALLESARO
| Q4 25 | $1.70 | $0.24 | ||
| Q3 25 | $2.18 | $0.20 | ||
| Q2 25 | $1.85 | $0.20 | ||
| Q1 25 | $1.71 | $0.19 | ||
| Q4 24 | $1.65 | $-0.05 | ||
| Q3 24 | $1.99 | $0.06 | ||
| Q2 24 | $1.77 | $0.02 | ||
| Q1 24 | $1.41 | $0.01 |
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 | $356.2M | — |
| 总债务越低越好 | $2.0B | $2.2B |
| 股东权益账面价值 | $2.1B | $2.7B |
| 总资产 | $5.2B | $6.6B |
| 负债/权益比越低杠杆越低 | 0.96× | 0.83× |
8季度趋势，按日历期对齐
现金及短期投资ALLESARO
| Q4 25 | $356.2M | — | ||
| Q3 25 | $302.7M | — | ||
| Q2 25 | $656.8M | — | ||
| Q1 25 | $494.5M | — | ||
| Q4 24 | $503.8M | — | ||
| Q3 24 | $878.9M | — | ||
| Q2 24 | $747.5M | — | ||
| Q1 24 | $391.8M | — |
总债务ALLESARO
| Q4 25 | $2.0B | $2.2B | ||
| Q3 25 | $2.1B | $2.3B | ||
| Q2 25 | $2.1B | $2.3B | ||
| Q1 25 | $2.0B | $2.3B | ||
| Q4 24 | $2.0B | $2.2B | ||
| Q3 24 | $2.4B | $3.4B | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.0B | — |
股东权益ALLESARO
| Q4 25 | $2.1B | $2.7B | ||
| Q3 25 | $1.9B | $2.6B | ||
| Q2 25 | $1.8B | $2.5B | ||
| Q1 25 | $1.6B | $2.4B | ||
| Q4 24 | $1.5B | $2.4B | ||
| Q3 24 | $1.6B | $1.2B | ||
| Q2 24 | $1.4B | $1.2B | ||
| Q1 24 | $1.4B | $1.2B |
总资产ALLESARO
| Q4 25 | $5.2B | $6.6B | ||
| Q3 25 | $5.2B | $6.6B | ||
| Q2 25 | $4.9B | $6.5B | ||
| Q1 25 | $4.6B | $6.5B | ||
| Q4 24 | $4.5B | $6.2B | ||
| Q3 24 | $5.0B | $6.1B | ||
| Q2 24 | $4.8B | — | ||
| Q1 24 | $4.3B | — |
负债/权益比ALLESARO
| Q4 25 | 0.96× | 0.83× | ||
| Q3 25 | 1.07× | 0.90× | ||
| Q2 25 | 1.16× | 0.92× | ||
| Q1 25 | 1.24× | 0.96× | ||
| Q4 24 | 1.33× | 0.94× | ||
| Q3 24 | 1.53× | 2.94× | ||
| Q2 24 | 1.69× | — | ||
| Q1 24 | 1.49× | — |
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 | $240.1M | $323.0M |
| 自由现金流经营现金流 - 资本支出 | $200.5M | $307.3M |
| 自由现金流率自由现金流/营收 | 19.4% | 19.2% |
| 资本支出强度资本支出/营收 | 3.8% | 1.0% |
| 现金转化率经营现金流/净利润 | 1.63× | 4.11× |
| 过去12个月自由现金流最近4个季度 | $685.7M | $234.3M |
8季度趋势，按日历期对齐
经营现金流ALLESARO
| Q4 25 | $240.1M | $323.0M | ||
| Q3 25 | $229.5M | $14.8M | ||
| Q2 25 | $209.7M | $2.9M | ||
| Q1 25 | $104.5M | $-24.0M | ||
| Q4 24 | $219.0M | — | ||
| Q3 24 | $231.9M | $-13.9M | ||
| Q2 24 | $173.0M | — | ||
| Q1 24 | $51.1M | $-83.6M |
自由现金流ALLESARO
| Q4 25 | $200.5M | $307.3M | ||
| Q3 25 | $209.8M | $-4.7M | ||
| Q2 25 | $192.0M | $-19.0M | ||
| Q1 25 | $83.4M | $-49.3M | ||
| Q4 24 | $194.9M | — | ||
| Q3 24 | $212.0M | $-39.2M | ||
| Q2 24 | $152.1M | — | ||
| Q1 24 | $23.9M | $-102.0M |
自由现金流率ALLESARO
| Q4 25 | 19.4% | 19.2% | ||
| Q3 25 | 19.6% | -0.3% | ||
| Q2 25 | 18.8% | -1.2% | ||
| Q1 25 | 8.9% | -3.4% | ||
| Q4 24 | 20.6% | — | ||
| Q3 24 | 21.9% | -3.1% | ||
| Q2 24 | 15.8% | — | ||
| Q1 24 | 2.7% | -8.3% |
资本支出强度ALLESARO
| Q4 25 | 3.8% | 1.0% | ||
| Q3 25 | 1.8% | 1.3% | ||
| Q2 25 | 1.7% | 1.4% | ||
| Q1 25 | 2.2% | 1.8% | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 2.1% | 2.0% | ||
| Q2 24 | 2.2% | — | ||
| Q1 24 | 3.0% | 1.5% |
现金转化率ALLESARO
| Q4 25 | 1.63× | 4.11× | ||
| Q3 25 | 1.22× | 0.22× | ||
| Q2 25 | 1.31× | 0.04× | ||
| Q1 25 | 0.71× | -0.38× | ||
| Q4 24 | 1.52× | — | ||
| Q3 24 | 1.33× | -0.84× | ||
| Q2 24 | 1.11× | — | ||
| Q1 24 | 0.41× | -26.22× |
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
| Products | $750.2M | 73% |
| Allegion International | $237.7M | 23% |
| Services | $45.2M | 4% |
SARO
| Commercial Aerospace | $1.0B | 63% |
| Business Aviation | $266.2M | 17% |
| Military And Helicopter | $262.0M | 16% |
| Other | $68.1M | 4% |
