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安朗杰(ALLE)与NCR Voyix Corp(VYX)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NCR Voyix Corp的1.4倍($1.0B vs $720.0M)。安朗杰净利率更高(14.3% vs 13.6%,领先0.7%)。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 0.7%)
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
NCR Voyix是一家全球化软件、咨询与科技企业,前身为恩智瑞公司与国民收银机公司,核心业务涵盖专业技术服务与电子产品供应,曾生产自助服务终端、收银POS机、自动柜员机、支票处理系统及条码扫描器等设备。
ALLE vs VYX — 直观对比
营收规模更大
ALLE
是对方的1.4倍
$720.0M
营收增速更快
ALLE
高出3.1%
6.2%
净利率更高
ALLE
高出0.7%
13.6%
两年增速更快
ALLE
近两年复合增速
0.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $720.0M |
| 净利润 | $147.5M | $98.0M |
| 毛利率 | 44.5% | — |
| 营业利润率 | 20.3% | 2.4% |
| 净利率 | 14.3% | 13.6% |
| 营收同比 | 9.3% | 6.2% |
| 净利润同比 | 2.4% | 990.9% |
| 每股收益(稀释后) | $1.70 | $0.64 |
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
ALLE
VYX
| Q4 25 | $1.0B | $720.0M | ||
| Q3 25 | $1.1B | $684.0M | ||
| Q2 25 | $1.0B | $666.0M | ||
| Q1 25 | $941.9M | $617.0M | ||
| Q4 24 | $945.6M | $678.0M | ||
| Q3 24 | $967.1M | $708.0M | ||
| Q2 24 | $965.6M | $722.0M | ||
| Q1 24 | $893.9M | $710.0M |
净利润
ALLE
VYX
| Q4 25 | $147.5M | $98.0M | ||
| Q3 25 | $188.4M | $-19.0M | ||
| Q2 25 | $159.7M | $0 | ||
| Q1 25 | $148.2M | $-17.0M | ||
| Q4 24 | $144.1M | $-11.0M | ||
| Q3 24 | $174.2M | $1.1B | ||
| Q2 24 | $155.4M | $-73.0M | ||
| Q1 24 | $123.8M | $-40.0M |
毛利率
ALLE
VYX
| Q4 25 | 44.5% | — | ||
| Q3 25 | 45.8% | — | ||
| Q2 25 | 45.6% | — | ||
| Q1 25 | 44.9% | — | ||
| Q4 24 | 44.1% | — | ||
| Q3 24 | 44.7% | 23.4% | ||
| Q2 24 | 44.4% | 17.5% | ||
| Q1 24 | 43.8% | 19.4% |
营业利润率
ALLE
VYX
| Q4 25 | 20.3% | 2.4% | ||
| Q3 25 | 21.8% | 2.2% | ||
| Q2 25 | 21.5% | 2.1% | ||
| Q1 25 | 20.9% | -3.2% | ||
| Q4 24 | 19.5% | -0.1% | ||
| Q3 24 | 22.2% | 2.3% | ||
| Q2 24 | 21.6% | -4.7% | ||
| Q1 24 | 19.3% | -2.7% |
净利率
ALLE
VYX
| Q4 25 | 14.3% | 13.6% | ||
| Q3 25 | 17.6% | -2.8% | ||
| Q2 25 | 15.6% | — | ||
| Q1 25 | 15.7% | -2.8% | ||
| Q4 24 | 15.2% | -1.6% | ||
| Q3 24 | 18.0% | 152.8% | ||
| Q2 24 | 16.1% | -10.1% | ||
| Q1 24 | 13.8% | -5.6% |
每股收益(稀释后)
ALLE
VYX
| Q4 25 | $1.70 | $0.64 | ||
| Q3 25 | $2.18 | $-0.16 | ||
| Q2 25 | $1.85 | $-0.03 | ||
| Q1 25 | $1.71 | $-0.15 | ||
| Q4 24 | $1.65 | $-0.05 | ||
| Q3 24 | $1.99 | $7.41 | ||
| Q2 24 | $1.77 | $-0.53 | ||
| Q1 24 | $1.41 | $-0.31 |
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 | $231.0M |
| 总债务越低越好 | $2.0B | $1.1B |
| 股东权益账面价值 | $2.1B | $948.0M |
| 总资产 | $5.2B | $3.9B |
| 负债/权益比越低杠杆越低 | 0.96× | 1.17× |
8季度趋势,按日历期对齐
现金及短期投资
ALLE
VYX
| Q4 25 | $356.2M | $231.0M | ||
| Q3 25 | $302.7M | $282.0M | ||
| Q2 25 | $656.8M | $276.0M | ||
| Q1 25 | $494.5M | $573.0M | ||
| Q4 24 | $503.8M | $722.0M | ||
| Q3 24 | $878.9M | $792.0M | ||
| Q2 24 | $747.5M | $203.0M | ||
| Q1 24 | $391.8M | $241.0M |
总债务
ALLE
VYX
| Q4 25 | $2.0B | $1.1B | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | $1.1B | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.0B | — |
股东权益
ALLE
VYX
| Q4 25 | $2.1B | $948.0M | ||
| Q3 25 | $1.9B | $848.0M | ||
| Q2 25 | $1.8B | $867.0M | ||
| Q1 25 | $1.6B | $857.0M | ||
| Q4 24 | $1.5B | $933.0M | ||
| Q3 24 | $1.6B | $1.0B | ||
| Q2 24 | $1.4B | $-85.0M | ||
| Q1 24 | $1.4B | $-34.0M |
总资产
ALLE
VYX
| Q4 25 | $5.2B | $3.9B | ||
| Q3 25 | $5.2B | $4.0B | ||
| Q2 25 | $4.9B | $4.0B | ||
| Q1 25 | $4.6B | $4.3B | ||
| Q4 24 | $4.5B | $4.5B | ||
| Q3 24 | $5.0B | $4.7B | ||
| Q2 24 | $4.8B | $4.8B | ||
| Q1 24 | $4.3B | $5.0B |
负债/权益比
ALLE
VYX
| Q4 25 | 0.96× | 1.17× | ||
| Q3 25 | 1.07× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.24× | — | ||
| Q4 24 | 1.33× | 1.18× | ||
| 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 | $60.0M |
| 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× | 0.61× |
| 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
ALLE
VYX
| Q4 25 | $240.1M | $60.0M | ||
| Q3 25 | $229.5M | $14.0M | ||
| Q2 25 | $209.7M | $-242.0M | ||
| Q1 25 | $104.5M | $-42.0M | ||
| Q4 24 | $219.0M | $-170.0M | ||
| Q3 24 | $231.9M | $11.0M | ||
| Q2 24 | $173.0M | $62.0M | ||
| Q1 24 | $51.1M | $-35.0M |
自由现金流
ALLE
VYX
| Q4 25 | $200.5M | — | ||
| Q3 25 | $209.8M | $10.0M | ||
| Q2 25 | $192.0M | $-249.0M | ||
| Q1 25 | $83.4M | $-50.0M | ||
| Q4 24 | $194.9M | $-177.0M | ||
| Q3 24 | $212.0M | $9.0M | ||
| Q2 24 | $152.1M | $49.0M | ||
| Q1 24 | $23.9M | $-43.0M |
自由现金流率
ALLE
VYX
| Q4 25 | 19.4% | — | ||
| Q3 25 | 19.6% | 1.5% | ||
| Q2 25 | 18.8% | -37.4% | ||
| Q1 25 | 8.9% | -8.1% | ||
| Q4 24 | 20.6% | -26.1% | ||
| Q3 24 | 21.9% | 1.3% | ||
| Q2 24 | 15.8% | 6.8% | ||
| Q1 24 | 2.7% | -6.1% |
资本支出强度
ALLE
VYX
| Q4 25 | 3.8% | — | ||
| Q3 25 | 1.8% | 0.6% | ||
| Q2 25 | 1.7% | 1.1% | ||
| Q1 25 | 2.2% | 1.3% | ||
| Q4 24 | 2.5% | 1.0% | ||
| Q3 24 | 2.1% | 0.3% | ||
| Q2 24 | 2.2% | 1.8% | ||
| Q1 24 | 3.0% | 1.1% |
现金转化率
ALLE
VYX
| Q4 25 | 1.63× | 0.61× | ||
| Q3 25 | 1.22× | — | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 1.52× | — | ||
| Q3 24 | 1.33× | 0.01× | ||
| Q2 24 | 1.11× | — | ||
| Q1 24 | 0.41× | — |
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% |
VYX
| Services | $484.0M | 67% |
| Products | $236.0M | 33% |