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安朗杰（ALLE）与STEWART INFORMATION SERVICES CORP（STC）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STEWART INFORMATION SERVICES CORP的1.4倍（$1.0B vs $764.6M），安朗杰净利率更高（13.4% vs 2.2%，领先11.1%），STEWART INFORMATION SERVICES CORP同比增速更快（27.7% vs 9.7%），过去两年STEWART INFORMATION SERVICES CORP的营收复合增速更高（12.7% 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
斯图尔特信息服务公司（STC）是一家主营房地产信息、产权保险及交易管理服务的企业，旗下全资子公司斯图尔特产权担保公司、斯图尔特产权公司通过直营网点、斯图尔特可信供应商网络内的独立代理机构及合作企业，为美国及全球市场提供相关产品与服务，总部位于得克萨斯州休斯敦，现有员工约6350人。
ALLE vs STC — 直观对比
营收规模更大
ALLE
是对方的1.4倍
$764.6M
营收增速更快
STC
高出17.9%
9.7%
净利率更高
ALLE
高出11.1%
2.2%
两年增速更快
STC
近两年复合增速
3.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $764.6M |
| 净利润 | $138.1M | $17.0M |
| 毛利率 | 44.0% | — |
| 营业利润率 | 18.9% | — |
| 净利率 | 13.4% | 2.2% |
| 营收同比 | 9.7% | 27.7% |
| 净利润同比 | -6.8% | 448.4% |
| 每股收益（稀释后） | — | — |
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ALLESTC
| Q1 26 | $1.0B | $764.6M | ||
| Q4 25 | $1.0B | $790.6M | ||
| Q3 25 | $1.1B | $796.9M | ||
| Q2 25 | $1.0B | $722.2M | ||
| Q1 25 | $941.9M | $612.0M | ||
| Q4 24 | $945.6M | $665.9M | ||
| Q3 24 | $967.1M | $667.9M | ||
| Q2 24 | $965.6M | $602.2M |
净利润ALLESTC
| Q1 26 | $138.1M | $17.0M | ||
| Q4 25 | $147.5M | $36.3M | ||
| Q3 25 | $188.4M | $44.3M | ||
| Q2 25 | $159.7M | $31.9M | ||
| Q1 25 | $148.2M | $3.1M | ||
| Q4 24 | $144.1M | $22.7M | ||
| Q3 24 | $174.2M | $30.1M | ||
| Q2 24 | $155.4M | $17.3M |
毛利率ALLESTC
| 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ALLESTC
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 6.5% | ||
| Q3 25 | 21.8% | 7.7% | ||
| Q2 25 | 21.5% | 6.5% | ||
| Q1 25 | 20.9% | 1.0% | ||
| Q4 24 | 19.5% | 5.3% | ||
| Q3 24 | 22.2% | 6.4% | ||
| Q2 24 | 21.6% | 4.8% |
净利率ALLESTC
| Q1 26 | 13.4% | 2.2% | ||
| Q4 25 | 14.3% | 4.6% | ||
| Q3 25 | 17.6% | 5.6% | ||
| Q2 25 | 15.6% | 4.4% | ||
| Q1 25 | 15.7% | 0.5% | ||
| Q4 24 | 15.2% | 3.4% | ||
| Q3 24 | 18.0% | 4.5% | ||
| Q2 24 | 16.1% | 2.9% |
每股收益（稀释后）ALLESTC
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $1.26 | ||
| Q3 25 | $2.18 | $1.55 | ||
| Q2 25 | $1.85 | $1.13 | ||
| Q1 25 | $1.71 | $0.11 | ||
| Q4 24 | $1.65 | $0.81 | ||
| Q3 24 | $1.99 | $1.07 | ||
| Q2 24 | $1.77 | $0.62 |
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 | $317.5M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.1B | — |
| 总资产 | $5.3B | — |
| 负债/权益比越低杠杆越低 | 0.97× | — |
8季度趋势，按日历期对齐
现金及短期投资ALLESTC
| Q1 26 | $308.9M | $317.5M | ||
| Q4 25 | $356.2M | $369.7M | ||
| Q3 25 | $302.7M | $233.2M | ||
| Q2 25 | $656.8M | $223.8M | ||
| Q1 25 | $494.5M | $194.2M | ||
| Q4 24 | $503.8M | $257.5M | ||
| Q3 24 | $878.9M | $228.7M | ||
| Q2 24 | $747.5M | $176.7M |
总债务ALLESTC
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | $445.8M | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | — |
股东权益ALLESTC
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $1.6B | ||
| Q3 25 | $1.9B | $1.5B | ||
| Q2 25 | $1.8B | $1.4B | ||
| Q1 25 | $1.6B | $1.4B | ||
| Q4 24 | $1.5B | $1.4B | ||
| Q3 24 | $1.6B | $1.4B | ||
| Q2 24 | $1.4B | $1.4B |
总资产ALLESTC
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $3.3B | ||
| Q3 25 | $5.2B | $2.8B | ||
| Q2 25 | $4.9B | $2.8B | ||
| Q1 25 | $4.6B | $2.7B | ||
| Q4 24 | $4.5B | $2.7B | ||
| Q3 24 | $5.0B | $2.7B | ||
| Q2 24 | $4.8B | $2.6B |
负债/权益比ALLESTC
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | — | ||
| Q3 25 | 1.07× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.24× | — | ||
| Q4 24 | 1.33× | 0.32× | ||
| Q3 24 | 1.53× | — | ||
| Q2 24 | 1.69× | — |
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ALLESTC
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $89.5M | ||
| Q3 25 | $229.5M | $92.6M | ||
| Q2 25 | $209.7M | $53.4M | ||
| Q1 25 | $104.5M | $-29.9M | ||
| Q4 24 | $219.0M | $68.0M | ||
| Q3 24 | $231.9M | $76.1M | ||
| Q2 24 | $173.0M | $21.1M |
自由现金流ALLESTC
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $62.3M | ||
| Q3 25 | $209.8M | $73.6M | ||
| Q2 25 | $192.0M | $38.7M | ||
| Q1 25 | $83.4M | $-42.2M | ||
| Q4 24 | $194.9M | $55.6M | ||
| Q3 24 | $212.0M | $67.4M | ||
| Q2 24 | $152.1M | $11.9M |
自由现金流率ALLESTC
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 7.9% | ||
| Q3 25 | 19.6% | 9.2% | ||
| Q2 25 | 18.8% | 5.4% | ||
| Q1 25 | 8.9% | -6.9% | ||
| Q4 24 | 20.6% | 8.4% | ||
| Q3 24 | 21.9% | 10.1% | ||
| Q2 24 | 15.8% | 2.0% |
资本支出强度ALLESTC
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 3.4% | ||
| Q3 25 | 1.8% | 2.4% | ||
| Q2 25 | 1.7% | 2.0% | ||
| Q1 25 | 2.2% | 2.0% | ||
| Q4 24 | 2.5% | 1.9% | ||
| Q3 24 | 2.1% | 1.3% | ||
| Q2 24 | 2.2% | 1.5% |
现金转化率ALLESTC
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 2.47× | ||
| Q3 25 | 1.22× | 2.09× | ||
| Q2 25 | 1.31× | 1.67× | ||
| Q1 25 | 0.71× | -9.73× | ||
| Q4 24 | 1.52× | 2.99× | ||
| Q3 24 | 1.33× | 2.53× | ||
| Q2 24 | 1.11× | 1.22× |
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% |
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |
