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安朗杰（ALLE）与维蒙特工业（VMI）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维蒙特工业的1.0倍（$1.0B vs $1.0B）。安朗杰净利率更高（14.3% vs 10.5%，领先3.8%）。安朗杰同比增速更快（9.3% vs 6.2%）。过去两年安朗杰的营收复合增速更高（7.5% vs -0.5%）
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
维蒙特工业是美国大型上市制造企业，核心产品包括Valley品牌中心支轴及线性灌溉设备、风电机组支撑结构、照明与交通信号灯杆、钢制公用设施杆塔，在全球农业设备及基建配套领域拥有领先的市场地位和技术优势。
ALLE vs VMI — 直观对比
营收规模更大
ALLE
是对方的1.0倍
$1.0B
营收增速更快
ALLE
高出3.1%
6.2%
净利率更高
ALLE
高出3.8%
10.5%
两年增速更快
ALLE
近两年复合增速
-0.5%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.0B |
| 净利润 | $147.5M | $108.0M |
| 毛利率 | 44.5% | 30.8% |
| 营业利润率 | 20.3% | 15.1% |
| 净利率 | 14.3% | 10.5% |
| 营收同比 | 9.3% | 6.2% |
| 净利润同比 | 2.4% | 23.8% |
| 每股收益（稀释后） | $1.70 | $5.51 |
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ALLEVMI
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.0B | $1.0B | ||
| Q3 25 | $1.1B | $1.0B | ||
| Q2 25 | $1.0B | $1.1B | ||
| Q1 25 | $941.9M | $969.3M | ||
| Q4 24 | $945.6M | $1.0B | ||
| Q3 24 | $967.1M | $1.0B | ||
| Q2 24 | $965.6M | $1.0B |
净利润ALLEVMI
| Q1 26 | — | $108.0M | ||
| Q4 25 | $147.5M | $168.0M | ||
| Q3 25 | $188.4M | $99.0M | ||
| Q2 25 | $159.7M | $-4.0M | ||
| Q1 25 | $148.2M | $87.3M | ||
| Q4 24 | $144.1M | $77.7M | ||
| Q3 24 | $174.2M | $83.1M | ||
| Q2 24 | $155.4M | $99.7M |
毛利率ALLEVMI
| Q1 26 | — | 30.8% | ||
| Q4 25 | 44.5% | 29.8% | ||
| Q3 25 | 45.8% | 30.4% | ||
| Q2 25 | 45.6% | 30.6% | ||
| Q1 25 | 44.9% | 30.0% | ||
| Q4 24 | 44.1% | 30.2% | ||
| Q3 24 | 44.7% | 29.6% | ||
| Q2 24 | 44.4% | 30.8% |
营业利润率ALLEVMI
| Q1 26 | — | 15.1% | ||
| Q4 25 | 20.3% | 11.2% | ||
| Q3 25 | 21.8% | 13.5% | ||
| Q2 25 | 21.5% | 2.8% | ||
| Q1 25 | 20.9% | 13.2% | ||
| Q4 24 | 19.5% | 11.6% | ||
| Q3 24 | 22.2% | 12.3% | ||
| Q2 24 | 21.6% | 14.2% |
净利率ALLEVMI
| Q1 26 | — | 10.5% | ||
| Q4 25 | 14.3% | 16.2% | ||
| Q3 25 | 17.6% | 9.5% | ||
| Q2 25 | 15.6% | -0.4% | ||
| Q1 25 | 15.7% | 9.0% | ||
| Q4 24 | 15.2% | 7.5% | ||
| Q3 24 | 18.0% | 8.1% | ||
| Q2 24 | 16.1% | 9.6% |
每股收益（稀释后）ALLEVMI
| Q1 26 | — | $5.51 | ||
| Q4 25 | $1.70 | $9.02 | ||
| Q3 25 | $2.18 | $4.98 | ||
| Q2 25 | $1.85 | $-1.53 | ||
| Q1 25 | $1.71 | $4.32 | ||
| Q4 24 | $1.65 | $3.85 | ||
| Q3 24 | $1.99 | $4.11 | ||
| Q2 24 | $1.77 | $4.91 |
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 | $160.2M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.1B | $1.7B |
| 总资产 | $5.2B | $3.4B |
| 负债/权益比越低杠杆越低 | 0.96× | — |
8季度趋势，按日历期对齐
现金及短期投资ALLEVMI
| Q1 26 | — | $160.2M | ||
| Q4 25 | $356.2M | $187.1M | ||
| Q3 25 | $302.7M | $226.1M | ||
| Q2 25 | $656.8M | $208.5M | ||
| Q1 25 | $494.5M | $184.4M | ||
| Q4 24 | $503.8M | $164.3M | ||
| Q3 24 | $878.9M | $200.5M | ||
| Q2 24 | $747.5M | $163.1M |
总债务ALLEVMI
| Q1 26 | — | — | ||
| Q4 25 | $2.0B | $795.7M | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | $730.6M | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | — |
股东权益ALLEVMI
| Q1 26 | — | $1.7B | ||
| Q4 25 | $2.1B | $1.6B | ||
| Q3 25 | $1.9B | $1.6B | ||
| Q2 25 | $1.8B | $1.5B | ||
| Q1 25 | $1.6B | $1.6B | ||
| Q4 24 | $1.5B | $1.5B | ||
| Q3 24 | $1.6B | $1.5B | ||
| Q2 24 | $1.4B | $1.5B |
总资产ALLEVMI
| Q1 26 | — | $3.4B | ||
| Q4 25 | $5.2B | $3.4B | ||
| Q3 25 | $5.2B | $3.4B | ||
| Q2 25 | $4.9B | $3.3B | ||
| Q1 25 | $4.6B | $3.4B | ||
| Q4 24 | $4.5B | $3.3B | ||
| Q3 24 | $5.0B | $3.5B | ||
| Q2 24 | $4.8B | $3.5B |
负债/权益比ALLEVMI
| Q1 26 | — | — | ||
| Q4 25 | 0.96× | 0.49× | ||
| Q3 25 | 1.07× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.24× | — | ||
| Q4 24 | 1.33× | 0.47× | ||
| 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 | $240.1M | — |
| 自由现金流经营现金流 - 资本支出 | $200.5M | — |
| 自由现金流率自由现金流/营收 | 19.4% | — |
| 资本支出强度资本支出/营收 | 3.8% | — |
| 现金转化率经营现金流/净利润 | 1.63× | — |
| 过去12个月自由现金流最近4个季度 | $685.7M | — |
8季度趋势，按日历期对齐
经营现金流ALLEVMI
| Q1 26 | — | — | ||
| Q4 25 | $240.1M | $111.2M | ||
| Q3 25 | $229.5M | $112.5M | ||
| Q2 25 | $209.7M | $167.6M | ||
| Q1 25 | $104.5M | $65.1M | ||
| Q4 24 | $219.0M | $193.4M | ||
| Q3 24 | $231.9M | $225.1M | ||
| Q2 24 | $173.0M | $130.8M |
自由现金流ALLEVMI
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $70.4M | ||
| Q3 25 | $209.8M | $70.6M | ||
| Q2 25 | $192.0M | $135.6M | ||
| Q1 25 | $83.4M | $34.8M | ||
| Q4 24 | $194.9M | $167.8M | ||
| Q3 24 | $212.0M | $204.6M | ||
| Q2 24 | $152.1M | $112.5M |
自由现金流率ALLEVMI
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 6.8% | ||
| Q3 25 | 19.6% | 6.7% | ||
| Q2 25 | 18.8% | 12.9% | ||
| Q1 25 | 8.9% | 3.6% | ||
| Q4 24 | 20.6% | 16.2% | ||
| Q3 24 | 21.9% | 20.1% | ||
| Q2 24 | 15.8% | 10.8% |
资本支出强度ALLEVMI
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 3.9% | ||
| Q3 25 | 1.8% | 4.0% | ||
| Q2 25 | 1.7% | 3.0% | ||
| Q1 25 | 2.2% | 3.1% | ||
| Q4 24 | 2.5% | 2.5% | ||
| Q3 24 | 2.1% | 2.0% | ||
| Q2 24 | 2.2% | 1.8% |
现金转化率ALLEVMI
| Q1 26 | — | — | ||
| Q4 25 | 1.63× | 0.66× | ||
| Q3 25 | 1.22× | 1.14× | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 0.71× | 0.75× | ||
| Q4 24 | 1.52× | 2.49× | ||
| Q3 24 | 1.33× | 2.71× | ||
| Q2 24 | 1.11× | 1.31× |
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% |
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |
