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安朗杰（ALLE）与SPX Technologies, Inc.（SPXC）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SPX Technologies, Inc.的1.6倍（$1.0B vs $637.3M）。安朗杰净利率更高（14.3% vs 12.2%，领先2.1%）。SPX Technologies, Inc.同比增速更快（19.4% vs 9.3%）。安朗杰自由现金流更多（$200.5M vs $126.7M）。过去两年SPX Technologies, Inc.的营收复合增速更高（17.0% 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
SPX Technologies是美国头部制造企业，总部位于北卡罗来纳州夏洛特市，业务布局暖通空调、检测测量、输发电及工程解决方案四大核心领域，产品涵盖冷却塔、锅炉、地下管线定位仪、电力变压器、热交换器等，旗下拥有Waukesha、Dielectric、Genfare等多个知名品牌。
ALLE vs SPXC — 直观对比
营收规模更大
ALLE
是对方的1.6倍
$637.3M
营收增速更快
SPXC
高出10.1%
9.3%
净利率更高
ALLE
高出2.1%
12.2%
自由现金流更多
ALLE
多$73.8M
$126.7M
两年增速更快
SPXC
近两年复合增速
7.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $637.3M |
| 净利润 | $147.5M | $77.9M |
| 毛利率 | 44.5% | 39.8% |
| 营业利润率 | 20.3% | 15.7% |
| 净利率 | 14.3% | 12.2% |
| 营收同比 | 9.3% | 19.4% |
| 净利润同比 | 2.4% | 36.4% |
| 每股收益（稀释后） | $1.70 | $1.56 |
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ALLESPXC
| Q4 25 | $1.0B | $637.3M | ||
| Q3 25 | $1.1B | $592.8M | ||
| Q2 25 | $1.0B | $552.4M | ||
| Q1 25 | $941.9M | $482.6M | ||
| Q4 24 | $945.6M | $533.7M | ||
| Q3 24 | $967.1M | $483.7M | ||
| Q2 24 | $965.6M | $501.3M | ||
| Q1 24 | $893.9M | $465.2M |
净利润ALLESPXC
| Q4 25 | $147.5M | $77.9M | ||
| Q3 25 | $188.4M | $62.7M | ||
| Q2 25 | $159.7M | $52.2M | ||
| Q1 25 | $148.2M | $51.2M | ||
| Q4 24 | $144.1M | $57.1M | ||
| Q3 24 | $174.2M | $50.2M | ||
| Q2 24 | $155.4M | $44.2M | ||
| Q1 24 | $123.8M | $49.0M |
毛利率ALLESPXC
| Q4 25 | 44.5% | 39.8% | ||
| Q3 25 | 45.8% | 40.4% | ||
| Q2 25 | 45.6% | 41.4% | ||
| Q1 25 | 44.9% | 40.6% | ||
| Q4 24 | 44.1% | 40.9% | ||
| Q3 24 | 44.7% | 40.9% | ||
| Q2 24 | 44.4% | 40.1% | ||
| Q1 24 | 43.8% | 39.3% |
营业利润率ALLESPXC
| Q4 25 | 20.3% | 15.7% | ||
| Q3 25 | 21.8% | 16.4% | ||
| Q2 25 | 21.5% | 15.7% | ||
| Q1 25 | 20.9% | 13.8% | ||
| Q4 24 | 19.5% | 16.9% | ||
| Q3 24 | 22.2% | 16.3% | ||
| Q2 24 | 21.6% | 14.9% | ||
| Q1 24 | 19.3% | 13.9% |
净利率ALLESPXC
| Q4 25 | 14.3% | 12.2% | ||
| Q3 25 | 17.6% | 10.6% | ||
| Q2 25 | 15.6% | 9.4% | ||
| Q1 25 | 15.7% | 10.6% | ||
| Q4 24 | 15.2% | 10.7% | ||
| Q3 24 | 18.0% | 10.4% | ||
| Q2 24 | 16.1% | 8.8% | ||
| Q1 24 | 13.8% | 10.5% |
每股收益（稀释后）ALLESPXC
| Q4 25 | $1.70 | $1.56 | ||
| Q3 25 | $2.18 | $1.28 | ||
| Q2 25 | $1.85 | $1.10 | ||
| Q1 25 | $1.71 | $1.09 | ||
| Q4 24 | $1.65 | $1.21 | ||
| Q3 24 | $1.99 | $1.06 | ||
| Q2 24 | $1.77 | $0.94 | ||
| Q1 24 | $1.41 | $1.05 |
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 | $364.0M |
| 总债务越低越好 | $2.0B | $496.7M |
| 股东权益账面价值 | $2.1B | $2.2B |
| 总资产 | $5.2B | $3.6B |
| 负债/权益比越低杠杆越低 | 0.96× | 0.22× |
8季度趋势，按日历期对齐
现金及短期投资ALLESPXC
| Q4 25 | $356.2M | $364.0M | ||
| Q3 25 | $302.7M | $229.4M | ||
| Q2 25 | $656.8M | $132.8M | ||
| Q1 25 | $494.5M | $177.8M | ||
| Q4 24 | $503.8M | $156.9M | ||
| Q3 24 | $878.9M | $124.8M | ||
| Q2 24 | $747.5M | $128.1M | ||
| Q1 24 | $391.8M | $100.5M |
总债务ALLESPXC
| Q4 25 | $2.0B | $496.7M | ||
| Q3 25 | $2.1B | $499.8M | ||
| Q2 25 | $2.1B | $950.3M | ||
| Q1 25 | $2.0B | $872.0M | ||
| Q4 24 | $2.0B | $577.0M | ||
| Q3 24 | $2.4B | $665.2M | ||
| Q2 24 | $2.4B | $509.9M | ||
| Q1 24 | $2.0B | $516.6M |
股东权益ALLESPXC
| Q4 25 | $2.1B | $2.2B | ||
| Q3 25 | $1.9B | $2.1B | ||
| Q2 25 | $1.8B | $1.5B | ||
| Q1 25 | $1.6B | $1.4B | ||
| Q4 24 | $1.5B | $1.4B | ||
| Q3 24 | $1.6B | $1.4B | ||
| Q2 24 | $1.4B | $1.3B | ||
| Q1 24 | $1.4B | $1.2B |
总资产ALLESPXC
| Q4 25 | $5.2B | $3.6B | ||
| Q3 25 | $5.2B | $3.4B | ||
| Q2 25 | $4.9B | $3.3B | ||
| Q1 25 | $4.6B | $3.1B | ||
| Q4 24 | $4.5B | $2.7B | ||
| Q3 24 | $5.0B | $2.8B | ||
| Q2 24 | $4.8B | $2.8B | ||
| Q1 24 | $4.3B | $2.8B |
负债/权益比ALLESPXC
| Q4 25 | 0.96× | 0.22× | ||
| Q3 25 | 1.07× | 0.23× | ||
| Q2 25 | 1.16× | 0.62× | ||
| Q1 25 | 1.24× | 0.60× | ||
| Q4 24 | 1.33× | 0.42× | ||
| Q3 24 | 1.53× | 0.49× | ||
| Q2 24 | 1.69× | 0.40× | ||
| Q1 24 | 1.49× | 0.42× |
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 | $195.2M |
| 自由现金流经营现金流 - 资本支出 | $200.5M | $126.7M |
| 自由现金流率自由现金流/营收 | 19.4% | 19.9% |
| 资本支出强度资本支出/营收 | 3.8% | 10.7% |
| 现金转化率经营现金流/净利润 | 1.63× | 2.51× |
| 过去12个月自由现金流最近4个季度 | $685.7M | $241.2M |
8季度趋势，按日历期对齐
经营现金流ALLESPXC
| Q4 25 | $240.1M | $195.2M | ||
| Q3 25 | $229.5M | $106.5M | ||
| Q2 25 | $209.7M | $42.5M | ||
| Q1 25 | $104.5M | $-10.9M | ||
| Q4 24 | $219.0M | $166.5M | ||
| Q3 24 | $231.9M | $51.4M | ||
| Q2 24 | $173.0M | $57.5M | ||
| Q1 24 | $51.1M | $10.5M |
自由现金流ALLESPXC
| Q4 25 | $200.5M | $126.7M | ||
| Q3 25 | $209.8M | $96.1M | ||
| Q2 25 | $192.0M | $34.8M | ||
| Q1 25 | $83.4M | $-16.4M | ||
| Q4 24 | $194.9M | $156.7M | ||
| Q3 24 | $212.0M | $43.5M | ||
| Q2 24 | $152.1M | $47.1M | ||
| Q1 24 | $23.9M | $600.0K |
自由现金流率ALLESPXC
| Q4 25 | 19.4% | 19.9% | ||
| Q3 25 | 19.6% | 16.2% | ||
| Q2 25 | 18.8% | 6.3% | ||
| Q1 25 | 8.9% | -3.4% | ||
| Q4 24 | 20.6% | 29.4% | ||
| Q3 24 | 21.9% | 9.0% | ||
| Q2 24 | 15.8% | 9.4% | ||
| Q1 24 | 2.7% | 0.1% |
资本支出强度ALLESPXC
| Q4 25 | 3.8% | 10.7% | ||
| Q3 25 | 1.8% | 1.8% | ||
| Q2 25 | 1.7% | 1.4% | ||
| Q1 25 | 2.2% | 1.1% | ||
| Q4 24 | 2.5% | 1.8% | ||
| Q3 24 | 2.1% | 1.6% | ||
| Q2 24 | 2.2% | 2.1% | ||
| Q1 24 | 3.0% | 2.1% |
现金转化率ALLESPXC
| Q4 25 | 1.63× | 2.51× | ||
| Q3 25 | 1.22× | 1.70× | ||
| Q2 25 | 1.31× | 0.81× | ||
| Q1 25 | 0.71× | -0.21× | ||
| Q4 24 | 1.52× | 2.92× | ||
| Q3 24 | 1.33× | 1.02× | ||
| Q2 24 | 1.11× | 1.30× | ||
| Q1 24 | 0.41× | 0.21× |
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% |
SPXC
| Package And Process Cooling Equipment And Services And Engineered Air Movement And Handling Solutions | $258.5M | 41% |
| Detectionand Measurement Reportable Segment | $206.2M | 32% |
| CA | $57.7M | 9% |
| Kranze Technology Solutions Inc | $37.9M | 6% |
| GB | $32.0M | 5% |
| Other Foreign Countries | $28.6M | 4% |
| Other | $16.4M | 3% |
