vs
安朗杰（ALLE）与SLM Corp（SLM）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SLM Corp的1.8倍（$1.0B vs $560.0M），SLM Corp净利率更高（55.0% vs 13.4%，领先41.6%），过去两年SLM Corp的营收复合增速更高（22.7% 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
尼康旗下SLM Solutions AG总部位于德国吕贝克，是金属3D打印机领域的上市生产商，共同拥有SLM文字商标，集团股份自2014年5月9日起在法兰克福证券交易所高级市场板块挂牌交易。
ALLE vs SLM — 直观对比
营收规模更大
ALLE
是对方的1.8倍
$560.0M
净利率更高
SLM
高出41.6%
13.4%
两年增速更快
SLM
近两年复合增速
3.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $560.0M |
| 净利润 | $138.1M | $308.0M |
| 毛利率 | 44.0% | — |
| 营业利润率 | 18.9% | 69.6% |
| 净利率 | 13.4% | 55.0% |
| 营收同比 | 9.7% | — |
| 净利润同比 | -6.8% | 1.0% |
| 每股收益（稀释后） | — | $1.54 |
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ALLESLM
| Q1 26 | $1.0B | $560.0M | ||
| Q4 25 | $1.0B | $377.1M | ||
| Q3 25 | $1.1B | $373.0M | ||
| Q2 25 | $1.0B | $376.8M | ||
| Q1 25 | $941.9M | $375.0M | ||
| Q4 24 | $945.6M | $362.2M | ||
| Q3 24 | $967.1M | $359.4M | ||
| Q2 24 | $965.6M | $372.2M |
净利润ALLESLM
| Q1 26 | $138.1M | $308.0M | ||
| Q4 25 | $147.5M | $233.2M | ||
| Q3 25 | $188.4M | $135.8M | ||
| Q2 25 | $159.7M | $71.3M | ||
| Q1 25 | $148.2M | $304.5M | ||
| Q4 24 | $144.1M | $111.6M | ||
| Q3 24 | $174.2M | $-45.2M | ||
| Q2 24 | $155.4M | $252.0M |
毛利率ALLESLM
| 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ALLESLM
| Q1 26 | 18.9% | 69.6% | ||
| Q4 25 | 20.3% | 83.8% | ||
| Q3 25 | 21.8% | 49.8% | ||
| Q2 25 | 21.5% | 23.3% | ||
| Q1 25 | 20.9% | — | ||
| Q4 24 | 19.5% | 36.5% | ||
| Q3 24 | 22.2% | -16.6% | ||
| Q2 24 | 21.6% | 91.0% |
净利率ALLESLM
| Q1 26 | 13.4% | 55.0% | ||
| Q4 25 | 14.3% | 61.8% | ||
| Q3 25 | 17.6% | 36.4% | ||
| Q2 25 | 15.6% | 18.9% | ||
| Q1 25 | 15.7% | 81.2% | ||
| Q4 24 | 15.2% | 30.8% | ||
| Q3 24 | 18.0% | -12.6% | ||
| Q2 24 | 16.1% | 67.7% |
每股收益（稀释后）ALLESLM
| Q1 26 | — | $1.54 | ||
| Q4 25 | $1.70 | $1.11 | ||
| Q3 25 | $2.18 | $0.63 | ||
| Q2 25 | $1.85 | $0.32 | ||
| Q1 25 | $1.71 | $1.40 | ||
| Q4 24 | $1.65 | $0.53 | ||
| Q3 24 | $1.99 | $-0.23 | ||
| Q2 24 | $1.77 | $1.11 |
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 | $5.2B |
| 总债务越低越好 | $2.0B | $6.2B |
| 股东权益账面价值 | $2.1B | $2.4B |
| 总资产 | $5.3B | $29.4B |
| 负债/权益比越低杠杆越低 | 0.97× | 2.53× |
8季度趋势，按日历期对齐
现金及短期投资ALLESLM
| Q1 26 | $308.9M | $5.2B | ||
| Q4 25 | $356.2M | $4.2B | ||
| Q3 25 | $302.7M | $3.5B | ||
| Q2 25 | $656.8M | $4.1B | ||
| Q1 25 | $494.5M | $3.7B | ||
| Q4 24 | $503.8M | $4.7B | ||
| Q3 24 | $878.9M | $4.5B | ||
| Q2 24 | $747.5M | $5.3B |
总债务ALLESLM
| Q1 26 | $2.0B | $6.2B | ||
| Q4 25 | $2.0B | $5.4B | ||
| Q3 25 | $2.1B | $6.8B | ||
| Q2 25 | $2.1B | $6.4B | ||
| Q1 25 | $2.0B | $6.1B | ||
| Q4 24 | $2.0B | $6.4B | ||
| Q3 24 | $2.4B | $6.0B | ||
| Q2 24 | $2.4B | $5.4B |
股东权益ALLESLM
| Q1 26 | $2.1B | $2.4B | ||
| Q4 25 | $2.1B | $2.5B | ||
| Q3 25 | $1.9B | $2.3B | ||
| Q2 25 | $1.8B | $2.4B | ||
| Q1 25 | $1.6B | $2.4B | ||
| Q4 24 | $1.5B | $2.2B | ||
| Q3 24 | $1.6B | $2.1B | ||
| Q2 24 | $1.4B | $2.3B |
总资产ALLESLM
| Q1 26 | $5.3B | $29.4B | ||
| Q4 25 | $5.2B | $29.7B | ||
| Q3 25 | $5.2B | $29.6B | ||
| Q2 25 | $4.9B | $29.6B | ||
| Q1 25 | $4.6B | $28.9B | ||
| Q4 24 | $4.5B | $30.1B | ||
| Q3 24 | $5.0B | $30.0B | ||
| Q2 24 | $4.8B | $28.8B |
负债/权益比ALLESLM
| Q1 26 | 0.97× | 2.53× | ||
| Q4 25 | 0.96× | 2.19× | ||
| Q3 25 | 1.07× | 2.92× | ||
| Q2 25 | 1.16× | 2.70× | ||
| Q1 25 | 1.24× | 2.56× | ||
| Q4 24 | 1.33× | 2.98× | ||
| Q3 24 | 1.53× | 2.83× | ||
| Q2 24 | 1.69× | 2.37× |
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 | — |
| 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× | — |
| 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ALLESLM
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $-64.5M | ||
| Q3 25 | $229.5M | $-49.3M | ||
| Q2 25 | $209.7M | $-138.7M | ||
| Q1 25 | $104.5M | $-146.1M | ||
| Q4 24 | $219.0M | $4.5M | ||
| Q3 24 | $231.9M | $-113.4M | ||
| Q2 24 | $173.0M | $-143.8M |
自由现金流ALLESLM
| 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ALLESLM
| 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ALLESLM
| 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ALLESLM
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | -0.28× | ||
| Q3 25 | 1.22× | -0.36× | ||
| Q2 25 | 1.31× | -1.95× | ||
| Q1 25 | 0.71× | -0.48× | ||
| Q4 24 | 1.52× | 0.04× | ||
| Q3 24 | 1.33× | — | ||
| Q2 24 | 1.11× | -0.57× |
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% |
SLM
| Net Interest Income | $375.0M | 67% |
| Noninterest Income | $185.0M | 33% |
