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安朗杰（ALLE）与Tyler Technologies（TYL）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Tyler Technologies的1.7倍（$1.0B vs $613.5M），安朗杰净利率更高（13.4% vs 13.2%，领先0.1%），安朗杰同比增速更快（9.7% vs 8.6%），过去两年Tyler Technologies的营收复合增速更高（6.5% 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
Tyler Technologies, Inc.是总部位于美国得克萨斯州普莱诺的科技企业，主营面向美国公共部门提供自研专有软件，目前在全美17个州设有办事处，另在加拿大安大略省多伦多市设有一处办公网点。
ALLE vs TYL — 直观对比
营收规模更大
ALLE
是对方的1.7倍
$613.5M
营收增速更快
ALLE
高出1.2%
8.6%
净利率更高
ALLE
高出0.1%
13.2%
两年增速更快
TYL
近两年复合增速
3.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $613.5M |
| 净利润 | $138.1M | $81.2M |
| 毛利率 | 44.0% | 48.3% |
| 营业利润率 | 18.9% | 16.3% |
| 净利率 | 13.4% | 13.2% |
| 营收同比 | 9.7% | 8.6% |
| 净利润同比 | -6.8% | — |
| 每股收益（稀释后） | — | $1.88 |
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ALLETYL
| Q1 26 | $1.0B | $613.5M | ||
| Q4 25 | $1.0B | $575.2M | ||
| Q3 25 | $1.1B | $595.9M | ||
| Q2 25 | $1.0B | $596.1M | ||
| Q1 25 | $941.9M | $565.2M | ||
| Q4 24 | $945.6M | $541.1M | ||
| Q3 24 | $967.1M | $543.3M | ||
| Q2 24 | $965.6M | $541.0M |
净利润ALLETYL
| Q1 26 | $138.1M | $81.2M | ||
| Q4 25 | $147.5M | $65.5M | ||
| Q3 25 | $188.4M | $84.4M | ||
| Q2 25 | $159.7M | $84.6M | ||
| Q1 25 | $148.2M | $81.1M | ||
| Q4 24 | $144.1M | $65.2M | ||
| Q3 24 | $174.2M | $75.9M | ||
| Q2 24 | $155.4M | $67.7M |
毛利率ALLETYL
| Q1 26 | 44.0% | 48.3% | ||
| Q4 25 | 44.5% | 45.5% | ||
| Q3 25 | 45.8% | 47.2% | ||
| Q2 25 | 45.6% | 45.8% | ||
| Q1 25 | 44.9% | 47.3% | ||
| Q4 24 | 44.1% | 43.8% | ||
| Q3 24 | 44.7% | 43.7% | ||
| Q2 24 | 44.4% | 44.0% |
营业利润率ALLETYL
| Q1 26 | 18.9% | 16.3% | ||
| Q4 25 | 20.3% | 13.0% | ||
| Q3 25 | 21.8% | 16.4% | ||
| Q2 25 | 21.5% | 16.0% | ||
| Q1 25 | 20.9% | 15.8% | ||
| Q4 24 | 19.5% | 13.2% | ||
| Q3 24 | 22.2% | 15.2% | ||
| Q2 24 | 21.6% | 14.4% |
净利率ALLETYL
| Q1 26 | 13.4% | 13.2% | ||
| Q4 25 | 14.3% | 11.4% | ||
| Q3 25 | 17.6% | 14.2% | ||
| Q2 25 | 15.6% | 14.2% | ||
| Q1 25 | 15.7% | 14.3% | ||
| Q4 24 | 15.2% | 12.1% | ||
| Q3 24 | 18.0% | 14.0% | ||
| Q2 24 | 16.1% | 12.5% |
每股收益（稀释后）ALLETYL
| Q1 26 | — | $1.88 | ||
| Q4 25 | $1.70 | $1.50 | ||
| Q3 25 | $2.18 | $1.93 | ||
| Q2 25 | $1.85 | $1.93 | ||
| Q1 25 | $1.71 | $1.84 | ||
| Q4 24 | $1.65 | $1.48 | ||
| Q3 24 | $1.99 | $1.74 | ||
| Q2 24 | $1.77 | $1.57 |
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 | $346.4M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.1B | $3.6B |
| 总资产 | $5.3B | $4.8B |
| 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ALLETYL
| Q1 26 | $308.9M | $346.4M | ||
| Q4 25 | $356.2M | $1.1B | ||
| Q3 25 | $302.7M | $950.8M | ||
| Q2 25 | $656.8M | $892.3M | ||
| Q1 25 | $494.5M | $807.4M | ||
| Q4 24 | $503.8M | $768.0M | ||
| Q3 24 | $878.9M | $544.3M | ||
| Q2 24 | $747.5M | $258.0M |
总债务ALLETYL
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $599.7M | ||
| Q3 25 | $2.1B | $599.2M | ||
| Q2 25 | $2.1B | $598.8M | ||
| Q1 25 | $2.0B | $598.4M | ||
| Q4 24 | $2.0B | $597.9M | ||
| Q3 24 | $2.4B | $597.5M | ||
| Q2 24 | $2.4B | $597.1M |
股东权益ALLETYL
| Q1 26 | $2.1B | $3.6B | ||
| Q4 25 | $2.1B | $3.7B | ||
| Q3 25 | $1.9B | $3.6B | ||
| Q2 25 | $1.8B | $3.6B | ||
| Q1 25 | $1.6B | $3.5B | ||
| Q4 24 | $1.5B | $3.4B | ||
| Q3 24 | $1.6B | $3.3B | ||
| Q2 24 | $1.4B | $3.1B |
总资产ALLETYL
| Q1 26 | $5.3B | $4.8B | ||
| Q4 25 | $5.2B | $5.6B | ||
| Q3 25 | $5.2B | $5.5B | ||
| Q2 25 | $4.9B | $5.4B | ||
| Q1 25 | $4.6B | $5.2B | ||
| Q4 24 | $4.5B | $5.2B | ||
| Q3 24 | $5.0B | $5.0B | ||
| Q2 24 | $4.8B | $4.8B |
负债/权益比ALLETYL
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | 0.16× | ||
| Q3 25 | 1.07× | 0.17× | ||
| Q2 25 | 1.16× | 0.16× | ||
| Q1 25 | 1.24× | 0.17× | ||
| Q4 24 | 1.33× | 0.18× | ||
| Q3 24 | 1.53× | 0.18× | ||
| Q2 24 | 1.69× | 0.19× |
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 | $107.3M |
| 自由现金流经营现金流 - 资本支出 | — | $2.0M |
| 自由现金流率自由现金流/营收 | — | 0.3% |
| 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× | 1.32× |
| 过去12个月自由现金流最近4个季度 | — | $585.7M |
8季度趋势，按日历期对齐
经营现金流ALLETYL
| Q1 26 | $101.3M | $107.3M | ||
| Q4 25 | $240.1M | $243.9M | ||
| Q3 25 | $229.5M | $255.2M | ||
| Q2 25 | $209.7M | $98.3M | ||
| Q1 25 | $104.5M | $56.2M | ||
| Q4 24 | $219.0M | $224.8M | ||
| Q3 24 | $231.9M | $263.7M | ||
| Q2 24 | $173.0M | $64.3M |
自由现金流ALLETYL
| Q1 26 | — | $2.0M | ||
| Q4 25 | $200.5M | $239.6M | ||
| Q3 25 | $209.8M | $251.3M | ||
| Q2 25 | $192.0M | $92.8M | ||
| Q1 25 | $83.4M | $53.8M | ||
| Q4 24 | $194.9M | $221.0M | ||
| Q3 24 | $212.0M | $260.8M | ||
| Q2 24 | $152.1M | $57.7M |
自由现金流率ALLETYL
| Q1 26 | — | 0.3% | ||
| Q4 25 | 19.4% | 41.7% | ||
| Q3 25 | 19.6% | 42.2% | ||
| Q2 25 | 18.8% | 15.6% | ||
| Q1 25 | 8.9% | 9.5% | ||
| Q4 24 | 20.6% | 40.8% | ||
| Q3 24 | 21.9% | 48.0% | ||
| Q2 24 | 15.8% | 10.7% |
资本支出强度ALLETYL
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 0.8% | ||
| Q3 25 | 1.8% | 0.7% | ||
| Q2 25 | 1.7% | 0.9% | ||
| Q1 25 | 2.2% | 0.4% | ||
| Q4 24 | 2.5% | 0.7% | ||
| Q3 24 | 2.1% | 0.5% | ||
| Q2 24 | 2.2% | 1.2% |
现金转化率ALLETYL
| Q1 26 | 0.73× | 1.32× | ||
| Q4 25 | 1.63× | 3.72× | ||
| Q3 25 | 1.22× | 3.02× | ||
| Q2 25 | 1.31× | 1.16× | ||
| Q1 25 | 0.71× | 0.69× | ||
| Q4 24 | 1.52× | 3.45× | ||
| Q3 24 | 1.33× | 3.47× | ||
| Q2 24 | 1.11× | 0.95× |
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% |
TYL
| Subscriptions | $429.7M | 70% |
| Maintenance | $108.9M | 18% |
| Other | $74.9M | 12% |
