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安朗杰（ALLE）与微博公司（WB）财务数据对比。点击上方公司名可切换其他公司
微博公司的季度营收约是安朗杰的1.2倍（$1.3B vs $1.0B），微博公司净利率更高（35.7% vs 13.4%，领先22.3%），过去两年微博公司的营收复合增速更高（22.6% 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
微博公司是中国知名的社交网络企业，旗下运营的新浪微博是国内极具影响力的微博客平台，公司总部位于中国北京，为数以亿计的用户提供社交互动、资讯传播、内容创作等多元互联网服务。
ALLE vs WB — 直观对比
营收规模更大
WB
是对方的1.2倍
$1.0B
净利率更高
WB
高出22.3%
13.4%
两年增速更快
WB
近两年复合增速
3.5%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.3B |
| 净利润 | $138.1M | $458.3M |
| 毛利率 | 44.0% | — |
| 营业利润率 | 18.9% | 29.1% |
| 净利率 | 13.4% | 35.7% |
| 营收同比 | 9.7% | — |
| 净利润同比 | -6.8% | — |
| 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ALLEWB
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $1.0B | $841.7M | ||
| Q1 25 | $941.9M | $396.9M | ||
| Q4 24 | $945.6M | — | ||
| Q3 24 | $967.1M | $1.3B | ||
| Q2 24 | $965.6M | $833.4M |
净利润ALLEWB
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | — | ||
| Q3 25 | $188.4M | $458.3M | ||
| Q2 25 | $159.7M | $234.8M | ||
| Q1 25 | $148.2M | $108.1M | ||
| Q4 24 | $144.1M | — | ||
| Q3 24 | $174.2M | $297.4M | ||
| Q2 24 | $155.4M | $164.6M |
毛利率ALLEWB
| 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ALLEWB
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | — | ||
| Q3 25 | 21.8% | 29.1% | ||
| Q2 25 | 21.5% | 30.4% | ||
| Q1 25 | 20.9% | 27.8% | ||
| Q4 24 | 19.5% | — | ||
| Q3 24 | 22.2% | 29.0% | ||
| Q2 24 | 21.6% | 28.2% |
净利率ALLEWB
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | — | ||
| Q3 25 | 17.6% | 35.7% | ||
| Q2 25 | 15.6% | 27.9% | ||
| Q1 25 | 15.7% | 27.2% | ||
| Q4 24 | 15.2% | — | ||
| Q3 24 | 18.0% | 22.9% | ||
| Q2 24 | 16.1% | 19.8% |
每股收益（稀释后）ALLEWB
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | — | ||
| Q3 25 | $2.18 | — | ||
| Q2 25 | $1.85 | — | ||
| Q1 25 | $1.71 | — | ||
| Q4 24 | $1.65 | — | ||
| Q3 24 | $1.99 | — | ||
| Q2 24 | $1.77 | — |
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 | $1.1B |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.1B | $3.9B |
| 总资产 | $5.3B | $6.9B |
| 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ALLEWB
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | — | ||
| Q3 25 | $302.7M | $1.1B | ||
| Q2 25 | $656.8M | $1.2B | ||
| Q1 25 | $494.5M | $1.2B | ||
| Q4 24 | $503.8M | — | ||
| Q3 24 | $878.9M | — | ||
| Q2 24 | $747.5M | $1.9B |
总债务ALLEWB
| Q1 26 | $2.0B | — | ||
| 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 | — |
股东权益ALLEWB
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | — | ||
| Q3 25 | $1.9B | $3.9B | ||
| Q2 25 | $1.8B | $3.6B | ||
| Q1 25 | $1.6B | $3.5B | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.4B | $3.4B |
总资产ALLEWB
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | — | ||
| Q3 25 | $5.2B | $6.9B | ||
| Q2 25 | $4.9B | $6.5B | ||
| Q1 25 | $4.6B | $6.7B | ||
| Q4 24 | $4.5B | — | ||
| Q3 24 | $5.0B | — | ||
| Q2 24 | $4.8B | $7.1B |
负债/权益比ALLEWB
| Q1 26 | 0.97× | — | ||
| 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× | — |
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ALLEWB
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | — | ||
| Q3 25 | $229.5M | — | ||
| Q2 25 | $209.7M | — | ||
| Q1 25 | $104.5M | — | ||
| Q4 24 | $219.0M | — | ||
| Q3 24 | $231.9M | — | ||
| Q2 24 | $173.0M | — |
自由现金流ALLEWB
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | — | ||
| Q3 25 | $209.8M | — | ||
| Q2 25 | $192.0M | — | ||
| Q1 25 | $83.4M | — | ||
| Q4 24 | $194.9M | — | ||
| Q3 24 | $212.0M | — | ||
| Q2 24 | $152.1M | — |
自由现金流率ALLEWB
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | — | ||
| Q3 25 | 19.6% | — | ||
| Q2 25 | 18.8% | — | ||
| Q1 25 | 8.9% | — | ||
| Q4 24 | 20.6% | — | ||
| Q3 24 | 21.9% | — | ||
| Q2 24 | 15.8% | — |
资本支出强度ALLEWB
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 1.7% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 2.1% | — | ||
| Q2 24 | 2.2% | — |
现金转化率ALLEWB
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.22× | — | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 1.52× | — | ||
| Q3 24 | 1.33× | — | ||
| Q2 24 | 1.11× | — |
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% |
WB
| Income from operations | $373.2M | 29% |
| Shares used in computing diluted net income per share attributable to Weibos shareholders | $268.1M | 21% |
| Shares used in computing basic net income per share attributable to Weibos shareholders | $238.6M | 19% |
| Value-added services | $186.1M | 14% |
| Less: Income tax expenses | $113.2M | 9% |
| Investment related income, net | $45.0M | 4% |
| Product development | $16.7M | 1% |
| General and administrative | $10.6M | 1% |
| Sales and marketing | $7.1M | 1% |
| Accretion to redeemable non-controlling interests | $3.0M | 0% |
