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安朗杰（ALLE）与Sylvamo Corp（SLVM）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Sylvamo Corp的1.4倍（$1.0B vs $755.0M），安朗杰净利率更高（13.4% vs -0.4%，领先13.8%），安朗杰同比增速更快（9.7% vs -8.0%），过去两年安朗杰的营收复合增速更高（3.5% vs -10.0%）
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
西尔瓦莫公司是全球领先的可持续纸浆与纸品生产商，核心产品包括非涂布印刷纸、包装纸及商用纸浆，业务覆盖北美、欧洲、拉美地区，服务办公耗材、出版、商业印刷、包装等多个领域。
ALLE vs SLVM — 直观对比
营收规模更大
ALLE
是对方的1.4倍
$755.0M
营收增速更快
ALLE
高出17.8%
-8.0%
净利率更高
ALLE
高出13.8%
-0.4%
两年增速更快
ALLE
近两年复合增速
-10.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $755.0M |
| 净利润 | $138.1M | $-3.0M |
| 毛利率 | 44.0% | — |
| 营业利润率 | 18.9% | — |
| 净利率 | 13.4% | -0.4% |
| 营收同比 | 9.7% | -8.0% |
| 净利润同比 | -6.8% | — |
| 每股收益（稀释后） | — | $-0.08 |
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ALLESLVM
| Q1 26 | $1.0B | $755.0M | ||
| Q4 25 | $1.0B | $890.0M | ||
| Q3 25 | $1.1B | $846.0M | ||
| Q2 25 | $1.0B | $794.0M | ||
| Q1 25 | $941.9M | $821.0M | ||
| Q4 24 | $945.6M | $970.0M | ||
| Q3 24 | $967.1M | $965.0M | ||
| Q2 24 | $965.6M | $933.0M |
净利润ALLESLVM
| Q1 26 | $138.1M | $-3.0M | ||
| Q4 25 | $147.5M | $33.0M | ||
| Q3 25 | $188.4M | $57.0M | ||
| Q2 25 | $159.7M | $15.0M | ||
| Q1 25 | $148.2M | $27.0M | ||
| Q4 24 | $144.1M | $81.0M | ||
| Q3 24 | $174.2M | $95.0M | ||
| Q2 24 | $155.4M | $83.0M |
毛利率ALLESLVM
| 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ALLESLVM
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 8.9% | ||
| Q3 25 | 21.8% | 11.6% | ||
| Q2 25 | 21.5% | 3.8% | ||
| Q1 25 | 20.9% | 5.4% | ||
| Q4 24 | 19.5% | 11.2% | ||
| Q3 24 | 22.2% | 15.5% | ||
| Q2 24 | 21.6% | 13.1% |
净利率ALLESLVM
| Q1 26 | 13.4% | -0.4% | ||
| Q4 25 | 14.3% | 3.7% | ||
| Q3 25 | 17.6% | 6.7% | ||
| Q2 25 | 15.6% | 1.9% | ||
| Q1 25 | 15.7% | 3.3% | ||
| Q4 24 | 15.2% | 8.4% | ||
| Q3 24 | 18.0% | 9.8% | ||
| Q2 24 | 16.1% | 8.9% |
每股收益（稀释后）ALLESLVM
| Q1 26 | — | $-0.08 | ||
| Q4 25 | $1.70 | $0.81 | ||
| Q3 25 | $2.18 | $1.41 | ||
| Q2 25 | $1.85 | $0.37 | ||
| Q1 25 | $1.71 | $0.65 | ||
| Q4 24 | $1.65 | $1.91 | ||
| Q3 24 | $1.99 | $2.27 | ||
| Q2 24 | $1.77 | $1.98 |
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 | — |
| 总债务越低越好 | $2.0B | $766.0M |
| 股东权益账面价值 | $2.1B | $979.0M |
| 总资产 | $5.3B | $2.8B |
| 负债/权益比越低杠杆越低 | 0.97× | 0.78× |
8季度趋势，按日历期对齐
现金及短期投资ALLESLVM
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $198.0M | ||
| Q3 25 | $302.7M | $146.0M | ||
| Q2 25 | $656.8M | $183.0M | ||
| Q1 25 | $494.5M | $220.0M | ||
| Q4 24 | $503.8M | $309.0M | ||
| Q3 24 | $878.9M | $414.0M | ||
| Q2 24 | $747.5M | $213.0M |
总债务ALLESLVM
| Q1 26 | $2.0B | $766.0M | ||
| Q4 25 | $2.0B | $763.0M | ||
| Q3 25 | $2.1B | $778.0M | ||
| Q2 25 | $2.1B | $767.0M | ||
| Q1 25 | $2.0B | $794.0M | ||
| Q4 24 | $2.0B | $782.0M | ||
| Q3 24 | $2.4B | $883.0M | ||
| Q2 24 | $2.4B | $894.0M |
股东权益ALLESLVM
| Q1 26 | $2.1B | $979.0M | ||
| Q4 25 | $2.1B | $966.0M | ||
| Q3 25 | $1.9B | $977.0M | ||
| Q2 25 | $1.8B | $959.0M | ||
| Q1 25 | $1.6B | $908.0M | ||
| Q4 24 | $1.5B | $847.0M | ||
| Q3 24 | $1.6B | $937.0M | ||
| Q2 24 | $1.4B | $830.0M |
总资产ALLESLVM
| Q1 26 | $5.3B | $2.8B | ||
| Q4 25 | $5.2B | $2.8B | ||
| Q3 25 | $5.2B | $2.7B | ||
| Q2 25 | $4.9B | $2.7B | ||
| Q1 25 | $4.6B | $2.6B | ||
| Q4 24 | $4.5B | $2.6B | ||
| Q3 24 | $5.0B | $2.9B | ||
| Q2 24 | $4.8B | $2.7B |
负债/权益比ALLESLVM
| Q1 26 | 0.97× | 0.78× | ||
| Q4 25 | 0.96× | 0.79× | ||
| Q3 25 | 1.07× | 0.80× | ||
| Q2 25 | 1.16× | 0.80× | ||
| Q1 25 | 1.24× | 0.87× | ||
| Q4 24 | 1.33× | 0.92× | ||
| Q3 24 | 1.53× | 0.94× | ||
| Q2 24 | 1.69× | 1.08× |
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 | — | $-59.0M |
| 自由现金流率自由现金流/营收 | — | -7.8% |
| 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 | — | $10.0M |
8季度趋势，按日历期对齐
经营现金流ALLESLVM
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $94.0M | ||
| Q3 25 | $229.5M | $87.0M | ||
| Q2 25 | $209.7M | $64.0M | ||
| Q1 25 | $104.5M | $23.0M | ||
| Q4 24 | $219.0M | $164.0M | ||
| Q3 24 | $231.9M | $163.0M | ||
| Q2 24 | $173.0M | $115.0M |
自由现金流ALLESLVM
| Q1 26 | — | $-59.0M | ||
| Q4 25 | $200.5M | $38.0M | ||
| Q3 25 | $209.8M | $33.0M | ||
| Q2 25 | $192.0M | $-2.0M | ||
| Q1 25 | $83.4M | $-25.0M | ||
| Q4 24 | $194.9M | $100.0M | ||
| Q3 24 | $212.0M | $119.0M | ||
| Q2 24 | $152.1M | $62.0M |
自由现金流率ALLESLVM
| Q1 26 | — | -7.8% | ||
| Q4 25 | 19.4% | 4.3% | ||
| Q3 25 | 19.6% | 3.9% | ||
| Q2 25 | 18.8% | -0.3% | ||
| Q1 25 | 8.9% | -3.0% | ||
| Q4 24 | 20.6% | 10.3% | ||
| Q3 24 | 21.9% | 12.3% | ||
| Q2 24 | 15.8% | 6.6% |
资本支出强度ALLESLVM
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 6.3% | ||
| Q3 25 | 1.8% | 6.4% | ||
| Q2 25 | 1.7% | 8.3% | ||
| Q1 25 | 2.2% | 5.8% | ||
| Q4 24 | 2.5% | 6.6% | ||
| Q3 24 | 2.1% | 4.6% | ||
| Q2 24 | 2.2% | 5.7% |
现金转化率ALLESLVM
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 2.85× | ||
| Q3 25 | 1.22× | 1.53× | ||
| Q2 25 | 1.31× | 4.27× | ||
| Q1 25 | 0.71× | 0.85× | ||
| Q4 24 | 1.52× | 2.02× | ||
| Q3 24 | 1.33× | 1.72× | ||
| Q2 24 | 1.11× | 1.39× |
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% |
SLVM
| North America | $390.0M | 52% |
| Europe | $190.0M | 25% |
| Latin America | $187.0M | 25% |
