vs
安朗杰（ALLE）与SILGAN HOLDINGS INC（SLGN）财务数据对比。点击上方公司名可切换其他公司
SILGAN HOLDINGS INC的季度营收约是安朗杰的1.4倍（$1.5B vs $1.0B）。安朗杰净利率更高（14.3% vs 1.2%，领先13.0%）。安朗杰同比增速更快（9.3% vs 4.1%）。SILGAN HOLDINGS INC自由现金流更多（$1.2B vs $200.5M）。过去两年安朗杰的营收复合增速更高（7.5% vs 5.6%）
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
西尔根控股是一家总部位于美国康涅狄格州的消费品包装制造企业，1987年由原大陆制罐公司的两名高管菲尔·西尔弗与格雷格·霍里根共同创立，公司名称正是取自两位创始人的名字组合，目前在全球包装供应链中占据重要市场地位，为众多快消品牌提供各类包装解决方案。
ALLE vs SLGN — 直观对比
营收规模更大
SLGN
是对方的1.4倍
$1.0B
营收增速更快
ALLE
高出5.2%
4.1%
净利率更高
ALLE
高出13.0%
1.2%
自由现金流更多
SLGN
多$1.0B
$200.5M
两年增速更快
ALLE
近两年复合增速
5.6%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.5B |
| 净利润 | $147.5M | $18.2M |
| 毛利率 | 44.5% | 17.2% |
| 营业利润率 | 20.3% | 3.6% |
| 净利率 | 14.3% | 1.2% |
| 营收同比 | 9.3% | 4.1% |
| 净利润同比 | 2.4% | -59.6% |
| 每股收益（稀释后） | $1.70 | $0.18 |
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ALLESLGN
| Q4 25 | $1.0B | $1.5B | ||
| Q3 25 | $1.1B | $2.0B | ||
| Q2 25 | $1.0B | $1.5B | ||
| Q1 25 | $941.9M | $1.5B | ||
| Q4 24 | $945.6M | $1.4B | ||
| Q3 24 | $967.1M | $1.7B | ||
| Q2 24 | $965.6M | $1.4B | ||
| Q1 24 | $893.9M | $1.3B |
净利润ALLESLGN
| Q4 25 | $147.5M | $18.2M | ||
| Q3 25 | $188.4M | $113.3M | ||
| Q2 25 | $159.7M | $88.9M | ||
| Q1 25 | $148.2M | $68.0M | ||
| Q4 24 | $144.1M | $45.1M | ||
| Q3 24 | $174.2M | $100.1M | ||
| Q2 24 | $155.4M | $76.1M | ||
| Q1 24 | $123.8M | $55.2M |
毛利率ALLESLGN
| Q4 25 | 44.5% | 17.2% | ||
| Q3 25 | 45.8% | 16.3% | ||
| Q2 25 | 45.6% | 19.4% | ||
| Q1 25 | 44.9% | 18.4% | ||
| Q4 24 | 44.1% | 16.9% | ||
| Q3 24 | 44.7% | 16.8% | ||
| Q2 24 | 44.4% | 18.5% | ||
| Q1 24 | 43.8% | 17.0% |
营业利润率ALLESLGN
| Q4 25 | 20.3% | 3.6% | ||
| Q3 25 | 21.8% | 7.4% | ||
| Q2 25 | 21.5% | 7.7% | ||
| Q1 25 | 20.9% | 6.0% | ||
| Q4 24 | 19.5% | 3.4% | ||
| Q3 24 | 22.2% | 7.2% | ||
| Q2 24 | 21.6% | 7.3% | ||
| Q1 24 | 19.3% | 5.5% |
净利率ALLESLGN
| Q4 25 | 14.3% | 1.2% | ||
| Q3 25 | 17.6% | 5.6% | ||
| Q2 25 | 15.6% | 5.8% | ||
| Q1 25 | 15.7% | 4.6% | ||
| Q4 24 | 15.2% | 3.2% | ||
| Q3 24 | 18.0% | 5.7% | ||
| Q2 24 | 16.1% | 5.5% | ||
| Q1 24 | 13.8% | 4.2% |
每股收益（稀释后）ALLESLGN
| Q4 25 | $1.70 | $0.18 | ||
| Q3 25 | $2.18 | $1.06 | ||
| Q2 25 | $1.85 | $0.83 | ||
| Q1 25 | $1.71 | $0.63 | ||
| Q4 24 | $1.65 | $0.42 | ||
| Q3 24 | $1.99 | $0.93 | ||
| Q2 24 | $1.77 | $0.71 | ||
| Q1 24 | $1.41 | $0.52 |
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 | $1.1B |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.1B | $2.3B |
| 总资产 | $5.2B | $9.4B |
| 负债/权益比越低杠杆越低 | 0.96× | — |
8季度趋势，按日历期对齐
现金及短期投资ALLESLGN
| Q4 25 | $356.2M | $1.1B | ||
| Q3 25 | $302.7M | $389.2M | ||
| Q2 25 | $656.8M | $317.5M | ||
| Q1 25 | $494.5M | $353.0M | ||
| Q4 24 | $503.8M | $822.9M | ||
| Q3 24 | $878.9M | $368.5M | ||
| Q2 24 | $747.5M | $302.8M | ||
| Q1 24 | $391.8M | $308.6M |
总债务ALLESLGN
| 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 | — | ||
| Q1 24 | $2.0B | — |
股东权益ALLESLGN
| Q4 25 | $2.1B | $2.3B | ||
| Q3 25 | $1.9B | $2.3B | ||
| Q2 25 | $1.8B | $2.2B | ||
| Q1 25 | $1.6B | $2.1B | ||
| Q4 24 | $1.5B | $2.0B | ||
| Q3 24 | $1.6B | $2.1B | ||
| Q2 24 | $1.4B | $1.9B | ||
| Q1 24 | $1.4B | $1.9B |
总资产ALLESLGN
| Q4 25 | $5.2B | $9.4B | ||
| Q3 25 | $5.2B | $9.5B | ||
| Q2 25 | $4.9B | $9.4B | ||
| Q1 25 | $4.6B | $8.8B | ||
| Q4 24 | $4.5B | $8.6B | ||
| Q3 24 | $5.0B | $7.7B | ||
| Q2 24 | $4.8B | $7.7B | ||
| Q1 24 | $4.3B | $7.6B |
负债/权益比ALLESLGN
| 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× | — | ||
| 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 | $1.3B |
| 自由现金流经营现金流 - 资本支出 | $200.5M | $1.2B |
| 自由现金流率自由现金流/营收 | 19.4% | 83.2% |
| 资本支出强度资本支出/营收 | 3.8% | 4.9% |
| 现金转化率经营现金流/净利润 | 1.63× | 71.07× |
| 过去12个月自由现金流最近4个季度 | $685.7M | $422.7M |
8季度趋势，按日历期对齐
经营现金流ALLESLGN
| Q4 25 | $240.1M | $1.3B | ||
| Q3 25 | $229.5M | $340.9M | ||
| Q2 25 | $209.7M | $-221.4M | ||
| Q1 25 | $104.5M | $-683.4M | ||
| Q4 24 | $219.0M | $935.8M | ||
| Q3 24 | $231.9M | $313.0M | ||
| Q2 24 | $173.0M | $20.9M | ||
| Q1 24 | $51.1M | $-547.8M |
自由现金流ALLESLGN
| Q4 25 | $200.5M | $1.2B | ||
| Q3 25 | $209.8M | $260.8M | ||
| Q2 25 | $192.0M | $-294.2M | ||
| Q1 25 | $83.4M | $-766.3M | ||
| Q4 24 | $194.9M | $865.0M | ||
| Q3 24 | $212.0M | $252.4M | ||
| Q2 24 | $152.1M | $-35.3M | ||
| Q1 24 | $23.9M | $-623.1M |
自由现金流率ALLESLGN
| Q4 25 | 19.4% | 83.2% | ||
| Q3 25 | 19.6% | 13.0% | ||
| Q2 25 | 18.8% | -19.1% | ||
| Q1 25 | 8.9% | -52.2% | ||
| Q4 24 | 20.6% | 61.3% | ||
| Q3 24 | 21.9% | 14.5% | ||
| Q2 24 | 15.8% | -2.6% | ||
| Q1 24 | 2.7% | -47.3% |
资本支出强度ALLESLGN
| Q4 25 | 3.8% | 4.9% | ||
| Q3 25 | 1.8% | 4.0% | ||
| Q2 25 | 1.7% | 4.7% | ||
| Q1 25 | 2.2% | 5.7% | ||
| Q4 24 | 2.5% | 5.0% | ||
| Q3 24 | 2.1% | 3.5% | ||
| Q2 24 | 2.2% | 4.1% | ||
| Q1 24 | 3.0% | 5.7% |
现金转化率ALLESLGN
| Q4 25 | 1.63× | 71.07× | ||
| Q3 25 | 1.22× | 3.01× | ||
| Q2 25 | 1.31× | -2.49× | ||
| Q1 25 | 0.71× | -10.06× | ||
| Q4 24 | 1.52× | 20.77× | ||
| Q3 24 | 1.33× | 3.13× | ||
| Q2 24 | 1.11× | 0.27× | ||
| Q1 24 | 0.41× | -9.93× |
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% |
SLGN
| Metal Containers | $675.6M | 46% |
| Dispensing And Specialty Closures | $643.6M | 44% |
| Custom Containers | $149.4M | 10% |
