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安朗杰（ALLE）与Snap Inc（SNAP）财务数据对比。点击上方公司名可切换其他公司
Snap Inc的季度营收约是安朗杰的1.7倍（$1.7B vs $1.0B），安朗杰净利率更高（13.4% vs 2.6%，领先10.7%），Snap Inc同比增速更快（10.2% vs 9.7%），过去两年Snap Inc的营收复合增速更高（19.9% 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
Snap Inc.是一家美国科技企业，2011年9月16日由埃文·斯皮格尔、鲍比·墨菲和雷吉·布朗联合创立，总部位于加利福尼亚州圣莫尼卡。公司核心产品包括社交应用Snapchat、智能眼镜Spectacles、虚拟形象工具Bitmoji以及营销推广解决方案SnapBoost，2016年9月24日由原Snapchat Inc.更名为现名，覆盖社交、智能硬件等多元业务领域。
ALLE vs SNAP — 直观对比
营收规模更大
SNAP
是对方的1.7倍
$1.0B
营收增速更快
SNAP
高出0.5%
9.7%
净利率更高
ALLE
高出10.7%
2.6%
两年增速更快
SNAP
近两年复合增速
3.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.7B |
| 净利润 | $138.1M | $45.2M |
| 毛利率 | 44.0% | 59.1% |
| 营业利润率 | 18.9% | 2.9% |
| 净利率 | 13.4% | 2.6% |
| 营收同比 | 9.7% | 10.2% |
| 净利润同比 | -6.8% | 396.7% |
| 每股收益（稀释后） | — | $0.03 |
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ALLESNAP
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $1.7B | ||
| Q3 25 | $1.1B | $1.5B | ||
| Q2 25 | $1.0B | $1.3B | ||
| Q1 25 | $941.9M | $1.4B | ||
| Q4 24 | $945.6M | $1.6B | ||
| Q3 24 | $967.1M | $1.4B | ||
| Q2 24 | $965.6M | $1.2B |
净利润ALLESNAP
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $45.2M | ||
| Q3 25 | $188.4M | $-103.5M | ||
| Q2 25 | $159.7M | $-262.6M | ||
| Q1 25 | $148.2M | $-139.6M | ||
| Q4 24 | $144.1M | $9.1M | ||
| Q3 24 | $174.2M | $-153.2M | ||
| Q2 24 | $155.4M | $-248.6M |
毛利率ALLESNAP
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | 59.1% | ||
| Q3 25 | 45.8% | 55.3% | ||
| Q2 25 | 45.6% | 51.4% | ||
| Q1 25 | 44.9% | 53.1% | ||
| Q4 24 | 44.1% | 56.9% | ||
| Q3 24 | 44.7% | 53.5% | ||
| Q2 24 | 44.4% | 52.4% |
营业利润率ALLESNAP
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 2.9% | ||
| Q3 25 | 21.8% | -8.5% | ||
| Q2 25 | 21.5% | -19.3% | ||
| Q1 25 | 20.9% | -14.2% | ||
| Q4 24 | 19.5% | -1.7% | ||
| Q3 24 | 22.2% | -12.6% | ||
| Q2 24 | 21.6% | -20.5% |
净利率ALLESNAP
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | 2.6% | ||
| Q3 25 | 17.6% | -6.9% | ||
| Q2 25 | 15.6% | -19.5% | ||
| Q1 25 | 15.7% | -10.2% | ||
| Q4 24 | 15.2% | 0.6% | ||
| Q3 24 | 18.0% | -11.2% | ||
| Q2 24 | 16.1% | -20.1% |
每股收益（稀释后）ALLESNAP
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $0.03 | ||
| Q3 25 | $2.18 | $-0.06 | ||
| Q2 25 | $1.85 | $-0.16 | ||
| Q1 25 | $1.71 | $-0.08 | ||
| Q4 24 | $1.65 | $0.01 | ||
| Q3 24 | $1.99 | $-0.09 | ||
| Q2 24 | $1.77 | $-0.15 |
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 | $2.9B |
| 总债务越低越好 | $2.0B | $3.5B |
| 股东权益账面价值 | $2.1B | $2.3B |
| 总资产 | $5.3B | $7.7B |
| 负债/权益比越低杠杆越低 | 0.97× | 1.55× |
8季度趋势，按日历期对齐
现金及短期投资ALLESNAP
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $2.9B | ||
| Q3 25 | $302.7M | $3.0B | ||
| Q2 25 | $656.8M | $2.9B | ||
| Q1 25 | $494.5M | $3.2B | ||
| Q4 24 | $503.8M | $3.4B | ||
| Q3 24 | $878.9M | $3.2B | ||
| Q2 24 | $747.5M | $3.1B |
总债务ALLESNAP
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $3.5B | ||
| Q3 25 | $2.1B | $3.5B | ||
| Q2 25 | $2.1B | $3.6B | ||
| Q1 25 | $2.0B | $3.6B | ||
| Q4 24 | $2.0B | $3.6B | ||
| Q3 24 | $2.4B | $3.6B | ||
| Q2 24 | $2.4B | $3.6B |
股东权益ALLESNAP
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $2.3B | ||
| Q3 25 | $1.9B | $2.2B | ||
| Q2 25 | $1.8B | $2.1B | ||
| Q1 25 | $1.6B | $2.3B | ||
| Q4 24 | $1.5B | $2.5B | ||
| Q3 24 | $1.6B | $2.2B | ||
| Q2 24 | $1.4B | $2.1B |
总资产ALLESNAP
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $7.7B | ||
| Q3 25 | $5.2B | $7.6B | ||
| Q2 25 | $4.9B | $7.4B | ||
| Q1 25 | $4.6B | $7.6B | ||
| Q4 24 | $4.5B | $7.9B | ||
| Q3 24 | $5.0B | $7.6B | ||
| Q2 24 | $4.8B | $7.4B |
负债/权益比ALLESNAP
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | 1.55× | ||
| Q3 25 | 1.07× | 1.59× | ||
| Q2 25 | 1.16× | 1.73× | ||
| Q1 25 | 1.24× | 1.56× | ||
| Q4 24 | 1.33× | 1.49× | ||
| Q3 24 | 1.53× | 1.65× | ||
| Q2 24 | 1.69× | 1.76× |
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 | $269.6M |
| 自由现金流经营现金流 - 资本支出 | — | $205.6M |
| 自由现金流率自由现金流/营收 | — | 12.0% |
| 资本支出强度资本支出/营收 | 2.0% | 3.7% |
| 现金转化率经营现金流/净利润 | 0.73× | 5.96× |
| 过去12个月自由现金流最近4个季度 | — | $437.2M |
8季度趋势，按日历期对齐
经营现金流ALLESNAP
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $269.6M | ||
| Q3 25 | $229.5M | $146.5M | ||
| Q2 25 | $209.7M | $88.5M | ||
| Q1 25 | $104.5M | $151.6M | ||
| Q4 24 | $219.0M | $230.6M | ||
| Q3 24 | $231.9M | $115.9M | ||
| Q2 24 | $173.0M | $-21.4M |
自由现金流ALLESNAP
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $205.6M | ||
| Q3 25 | $209.8M | $93.4M | ||
| Q2 25 | $192.0M | $23.8M | ||
| Q1 25 | $83.4M | $114.4M | ||
| Q4 24 | $194.9M | $182.4M | ||
| Q3 24 | $212.0M | $71.8M | ||
| Q2 24 | $152.1M | $-73.4M |
自由现金流率ALLESNAP
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 12.0% | ||
| Q3 25 | 19.6% | 6.2% | ||
| Q2 25 | 18.8% | 1.8% | ||
| Q1 25 | 8.9% | 8.4% | ||
| Q4 24 | 20.6% | 11.7% | ||
| Q3 24 | 21.9% | 5.2% | ||
| Q2 24 | 15.8% | -5.9% |
资本支出强度ALLESNAP
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 3.7% | ||
| Q3 25 | 1.8% | 3.5% | ||
| Q2 25 | 1.7% | 4.8% | ||
| Q1 25 | 2.2% | 2.7% | ||
| Q4 24 | 2.5% | 3.1% | ||
| Q3 24 | 2.1% | 3.2% | ||
| Q2 24 | 2.2% | 4.2% |
现金转化率ALLESNAP
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 5.96× | ||
| Q3 25 | 1.22× | — | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 1.52× | 25.34× | ||
| Q3 24 | 1.33× | — | ||
| Q2 24 | 1.11× | — |
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% |
SNAP
| Advertising Revenue | $1.5B | 86% |
| Other Revenue | $231.9M | 14% |
