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安朗杰（ALLE）与Vontier Corp（VNT）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Vontier Corp的1.3倍（$1.0B vs $808.5M）。Vontier Corp净利率更高（15.3% vs 14.3%，领先1.0%）。安朗杰同比增速更快（9.3% vs 4.1%）。安朗杰自由现金流更多（$200.5M vs $174.8M）。过去两年安朗杰的营收复合增速更高（7.5% vs 3.4%）
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
Vontier Corp是一家总部位于美国北卡罗来纳州罗利市的工业制造企业，旗下拥有Gilbarco Veeder-Root、Matco Tools、Teletrac Navman等核心品牌，还控股Hennessy Industries、Gasboy、全球交通技术（GTT）等多家子公司，业务覆盖多个工业制造细分领域。
ALLE vs VNT — 直观对比
营收规模更大
ALLE
是对方的1.3倍
$808.5M
营收增速更快
ALLE
高出5.2%
4.1%
净利率更高
VNT
高出1.0%
14.3%
自由现金流更多
ALLE
多$25.7M
$174.8M
两年增速更快
ALLE
近两年复合增速
3.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $808.5M |
| 净利润 | $147.5M | $123.5M |
| 毛利率 | 44.5% | — |
| 营业利润率 | 20.3% | 18.9% |
| 净利率 | 14.3% | 15.3% |
| 营收同比 | 9.3% | 4.1% |
| 净利润同比 | 2.4% | 0.0% |
| 每股收益（稀释后） | $1.70 | $0.85 |
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ALLEVNT
| Q4 25 | $1.0B | $808.5M | ||
| Q3 25 | $1.1B | $752.5M | ||
| Q2 25 | $1.0B | $773.5M | ||
| Q1 25 | $941.9M | $741.1M | ||
| Q4 24 | $945.6M | $776.8M | ||
| Q3 24 | $967.1M | $750.0M | ||
| Q2 24 | $965.6M | $696.4M | ||
| Q1 24 | $893.9M | $755.8M |
净利润ALLEVNT
| Q4 25 | $147.5M | $123.5M | ||
| Q3 25 | $188.4M | $102.8M | ||
| Q2 25 | $159.7M | $91.9M | ||
| Q1 25 | $148.2M | $87.9M | ||
| Q4 24 | $144.1M | $123.5M | ||
| Q3 24 | $174.2M | $91.8M | ||
| Q2 24 | $155.4M | $70.1M | ||
| Q1 24 | $123.8M | $136.8M |
毛利率ALLEVNT
| Q4 25 | 44.5% | — | ||
| Q3 25 | 45.8% | 47.3% | ||
| Q2 25 | 45.6% | 47.9% | ||
| Q1 25 | 44.9% | 47.3% | ||
| Q4 24 | 44.1% | — | ||
| Q3 24 | 44.7% | 47.2% | ||
| Q2 24 | 44.4% | 48.2% | ||
| Q1 24 | 43.8% | 49.2% |
营业利润率ALLEVNT
| Q4 25 | 20.3% | 18.9% | ||
| Q3 25 | 21.8% | 18.9% | ||
| Q2 25 | 21.5% | 17.6% | ||
| Q1 25 | 20.9% | 17.6% | ||
| Q4 24 | 19.5% | 19.2% | ||
| Q3 24 | 22.2% | 17.5% | ||
| Q2 24 | 21.6% | 16.4% | ||
| Q1 24 | 19.3% | 18.8% |
净利率ALLEVNT
| Q4 25 | 14.3% | 15.3% | ||
| Q3 25 | 17.6% | 13.7% | ||
| Q2 25 | 15.6% | 11.9% | ||
| Q1 25 | 15.7% | 11.9% | ||
| Q4 24 | 15.2% | 15.9% | ||
| Q3 24 | 18.0% | 12.2% | ||
| Q2 24 | 16.1% | 10.1% | ||
| Q1 24 | 13.8% | 18.1% |
每股收益（稀释后）ALLEVNT
| Q4 25 | $1.70 | $0.85 | ||
| Q3 25 | $2.18 | $0.70 | ||
| Q2 25 | $1.85 | $0.62 | ||
| Q1 25 | $1.71 | $0.59 | ||
| Q4 24 | $1.65 | $0.82 | ||
| Q3 24 | $1.99 | $0.60 | ||
| Q2 24 | $1.77 | $0.45 | ||
| Q1 24 | $1.41 | $0.88 |
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 | $492.2M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.1B | $1.2B |
| 总资产 | $5.2B | $4.4B |
| 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ALLEVNT
| Q4 25 | $356.2M | $492.2M | ||
| Q3 25 | $302.7M | $433.8M | ||
| Q2 25 | $656.8M | $364.2M | ||
| Q1 25 | $494.5M | $333.6M | ||
| Q4 24 | $503.8M | $356.4M | ||
| Q3 24 | $878.9M | $330.9M | ||
| Q2 24 | $747.5M | $331.3M | ||
| Q1 24 | $391.8M | $406.0M |
总债务ALLEVNT
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.0B | — |
股东权益ALLEVNT
| Q4 25 | $2.1B | $1.2B | ||
| Q3 25 | $1.9B | $1.2B | ||
| Q2 25 | $1.8B | $1.2B | ||
| Q1 25 | $1.6B | $1.1B | ||
| Q4 24 | $1.5B | $1.1B | ||
| Q3 24 | $1.6B | $1.0B | ||
| Q2 24 | $1.4B | $1.0B | ||
| Q1 24 | $1.4B | $984.9M |
总资产ALLEVNT
| Q4 25 | $5.2B | $4.4B | ||
| Q3 25 | $5.2B | $4.4B | ||
| Q2 25 | $4.9B | $4.4B | ||
| Q1 25 | $4.6B | $4.3B | ||
| Q4 24 | $4.5B | $4.3B | ||
| Q3 24 | $5.0B | $4.3B | ||
| Q2 24 | $4.8B | $4.2B | ||
| Q1 24 | $4.3B | $4.3B |
负债/权益比ALLEVNT
| Q4 25 | 0.96× | — | ||
| Q3 25 | 1.07× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.24× | — | ||
| Q4 24 | 1.33× | — | ||
| Q3 24 | 1.53× | — | ||
| Q2 24 | 1.69× | — | ||
| Q1 24 | 1.49× | — |
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 | $190.1M |
| 自由现金流经营现金流 - 资本支出 | $200.5M | $174.8M |
| 自由现金流率自由现金流/营收 | 19.4% | 21.6% |
| 资本支出强度资本支出/营收 | 3.8% | 1.9% |
| 现金转化率经营现金流/净利润 | 1.63× | 1.54× |
| 过去12个月自由现金流最近4个季度 | $685.7M | $441.1M |
8季度趋势，按日历期对齐
经营现金流ALLEVNT
| Q4 25 | $240.1M | $190.1M | ||
| Q3 25 | $229.5M | $110.5M | ||
| Q2 25 | $209.7M | $100.0M | ||
| Q1 25 | $104.5M | $110.4M | ||
| Q4 24 | $219.0M | $168.1M | ||
| Q3 24 | $231.9M | $121.8M | ||
| Q2 24 | $173.0M | $46.1M | ||
| Q1 24 | $51.1M | $91.5M |
自由现金流ALLEVNT
| Q4 25 | $200.5M | $174.8M | ||
| Q3 25 | $209.8M | $90.3M | ||
| Q2 25 | $192.0M | $83.3M | ||
| Q1 25 | $83.4M | $92.7M | ||
| Q4 24 | $194.9M | $148.0M | ||
| Q3 24 | $212.0M | $103.2M | ||
| Q2 24 | $152.1M | $22.3M | ||
| Q1 24 | $23.9M | $71.3M |
自由现金流率ALLEVNT
| Q4 25 | 19.4% | 21.6% | ||
| Q3 25 | 19.6% | 12.0% | ||
| Q2 25 | 18.8% | 10.8% | ||
| Q1 25 | 8.9% | 12.5% | ||
| Q4 24 | 20.6% | 19.1% | ||
| Q3 24 | 21.9% | 13.8% | ||
| Q2 24 | 15.8% | 3.2% | ||
| Q1 24 | 2.7% | 9.4% |
资本支出强度ALLEVNT
| Q4 25 | 3.8% | 1.9% | ||
| Q3 25 | 1.8% | 2.7% | ||
| Q2 25 | 1.7% | 2.2% | ||
| Q1 25 | 2.2% | 2.4% | ||
| Q4 24 | 2.5% | 2.6% | ||
| Q3 24 | 2.1% | 2.5% | ||
| Q2 24 | 2.2% | 3.4% | ||
| Q1 24 | 3.0% | 2.7% |
现金转化率ALLEVNT
| Q4 25 | 1.63× | 1.54× | ||
| Q3 25 | 1.22× | 1.07× | ||
| Q2 25 | 1.31× | 1.09× | ||
| Q1 25 | 0.71× | 1.26× | ||
| Q4 24 | 1.52× | 1.36× | ||
| Q3 24 | 1.33× | 1.33× | ||
| Q2 24 | 1.11× | 0.66× | ||
| Q1 24 | 0.41× | 0.67× |
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% |
VNT
| Environmental Fueling Solutions Segment | $387.5M | 48% |
| Services | $191.0M | 24% |
| Repair Solutions Segment | $144.5M | 18% |
| Other | $85.5M | 11% |
