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Allot Ltd.（ALLT）与Builders FirstSource（BLDR）财务数据对比。点击上方公司名可切换其他公司
Builders FirstSource的季度营收约是Allot Ltd.的139.6倍（$3.4B vs $24.1M）。Builders FirstSource净利率更高（0.9% vs -7.0%，领先8.0%）。Allot Ltd.同比增速更快（8.5% vs -12.1%）。Builders FirstSource自由现金流更多（$106.7M vs $4.0M）
Allot Ltd.是一家以色列高科技企业，前身为Allot Communications，核心业务为电信软件开发，公司总部设于以色列霍德哈沙伦，在通信技术软件领域拥有深厚的技术积累。
Builders FirstSource是财富500强企业，成立于1998年3月，总部位于美国得克萨斯州欧文，是美国规模最大的建筑产品、预制构件及增值服务供应商，同时生产制造建筑材料。公司在全美拥有超1.5万名员工，服务于新建住宅施工、维修及翻新领域的专业客户。
ALLT vs BLDR — 直观对比
营收规模更大
BLDR
是对方的139.6倍
$24.1M
营收增速更快
ALLT
高出20.6%
-12.1%
净利率更高
BLDR
高出8.0%
-7.0%
自由现金流更多
BLDR
多$102.7M
$4.0M
损益表 — Q2 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $24.1M | $3.4B |
| 净利润 | $-1.7M | $31.5M |
| 毛利率 | 72.1% | 29.8% |
| 营业利润率 | -1.7% | 1.8% |
| 净利率 | -7.0% | 0.9% |
| 营收同比 | 8.5% | -12.1% |
| 净利润同比 | 49.6% | -83.5% |
| 每股收益（稀释后） | $-0.04 | $0.29 |
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ALLTBLDR
| Q4 25 | — | $3.4B | ||
| Q3 25 | — | $3.9B | ||
| Q2 25 | $24.1M | $4.2B | ||
| Q1 25 | $23.1M | $3.7B | ||
| Q4 24 | — | $3.8B | ||
| Q3 24 | — | $4.2B | ||
| Q2 24 | $22.2M | $4.5B | ||
| Q1 24 | — | $3.9B |
净利润ALLTBLDR
| Q4 25 | — | $31.5M | ||
| Q3 25 | — | $122.4M | ||
| Q2 25 | $-1.7M | $185.0M | ||
| Q1 25 | $-332.0K | $96.3M | ||
| Q4 24 | — | $190.2M | ||
| Q3 24 | — | $284.8M | ||
| Q2 24 | $-3.4M | $344.1M | ||
| Q1 24 | — | $258.8M |
毛利率ALLTBLDR
| Q4 25 | — | 29.8% | ||
| Q3 25 | — | 30.4% | ||
| Q2 25 | 72.1% | 30.7% | ||
| Q1 25 | 69.3% | 30.5% | ||
| Q4 24 | — | 32.3% | ||
| Q3 24 | — | 32.8% | ||
| Q2 24 | 68.5% | 32.8% | ||
| Q1 24 | — | 33.4% |
营业利润率ALLTBLDR
| Q4 25 | — | 1.8% | ||
| Q3 25 | — | 5.8% | ||
| Q2 25 | -1.7% | 7.4% | ||
| Q1 25 | -3.1% | 5.0% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 10.1% | ||
| Q2 24 | -15.2% | 11.0% | ||
| Q1 24 | — | 9.6% |
净利率ALLTBLDR
| Q4 25 | — | 0.9% | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | -7.0% | 4.4% | ||
| Q1 25 | -1.4% | 2.6% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | — | 6.7% | ||
| Q2 24 | -15.1% | 7.7% | ||
| Q1 24 | — | 6.7% |
每股收益（稀释后）ALLTBLDR
| Q4 25 | — | $0.29 | ||
| Q3 25 | — | $1.10 | ||
| Q2 25 | $-0.04 | $1.66 | ||
| Q1 25 | $-0.01 | $0.84 | ||
| Q4 24 | — | $1.65 | ||
| Q3 24 | — | $2.44 | ||
| Q2 24 | $-0.09 | $2.87 | ||
| Q1 24 | — | $2.10 |
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 | $60.1M | $181.8M |
| 总债务越低越好 | — | $4.4B |
| 股东权益账面价值 | $99.7M | $4.4B |
| 总资产 | $154.1M | $11.2B |
| 负债/权益比越低杠杆越低 | — | 1.02× |
8季度趋势，按日历期对齐
现金及短期投资ALLTBLDR
| Q4 25 | — | $181.8M | ||
| Q3 25 | — | $296.2M | ||
| Q2 25 | $60.1M | $87.0M | ||
| Q1 25 | $10.1M | $115.4M | ||
| Q4 24 | — | $153.6M | ||
| Q3 24 | — | $328.1M | ||
| Q2 24 | $15.9M | $75.6M | ||
| Q1 24 | — | $697.5M |
总债务ALLTBLDR
| Q4 25 | — | $4.4B | ||
| Q3 25 | — | $4.4B | ||
| Q2 25 | — | $4.7B | ||
| Q1 25 | — | $4.5B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.7B | ||
| Q2 24 | — | $3.8B | ||
| Q1 24 | — | $3.7B |
股东权益ALLTBLDR
| Q4 25 | — | $4.4B | ||
| Q3 25 | — | $4.3B | ||
| Q2 25 | $99.7M | $4.2B | ||
| Q1 25 | $50.0M | $4.4B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | $4.4B | ||
| Q2 24 | $46.7M | $4.3B | ||
| Q1 24 | — | $5.0B |
总资产ALLTBLDR
| Q4 25 | — | $11.2B | ||
| Q3 25 | — | $11.4B | ||
| Q2 25 | $154.1M | $11.5B | ||
| Q1 25 | $140.3M | $11.4B | ||
| Q4 24 | — | $10.6B | ||
| Q3 24 | — | $10.9B | ||
| Q2 24 | $132.5M | $10.7B | ||
| Q1 24 | — | $11.2B |
负债/权益比ALLTBLDR
| Q4 25 | — | 1.02× | ||
| Q3 25 | — | 1.03× | ||
| Q2 25 | — | 1.12× | ||
| Q1 25 | — | 1.02× | ||
| Q4 24 | — | 0.86× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | 0.88× | ||
| Q1 24 | — | 0.75× |
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 | $4.4M | $194.8M |
| 自由现金流经营现金流 - 资本支出 | $4.0M | $106.7M |
| 自由现金流率自由现金流/营收 | 16.5% | 3.2% |
| 资本支出强度资本支出/营收 | 1.7% | 2.6% |
| 现金转化率经营现金流/净利润 | — | 6.19× |
| 过去12个月自由现金流最近4个季度 | $-6.0M | $853.3M |
8季度趋势，按日历期对齐
经营现金流ALLTBLDR
| Q4 25 | — | $194.8M | ||
| Q3 25 | — | $547.7M | ||
| Q2 25 | $4.4M | $341.0M | ||
| Q1 25 | $1.7M | $132.3M | ||
| Q4 24 | — | $373.5M | ||
| Q3 24 | — | $730.0M | ||
| Q2 24 | $1.2M | $452.1M | ||
| Q1 24 | — | $317.2M |
自由现金流ALLTBLDR
| Q4 25 | — | $106.7M | ||
| Q3 25 | — | $461.9M | ||
| Q2 25 | $4.0M | $252.3M | ||
| Q1 25 | $1.4M | $32.4M | ||
| Q4 24 | — | $273.8M | ||
| Q3 24 | — | $630.4M | ||
| Q2 24 | $217.0K | $364.0M | ||
| Q1 24 | — | $224.0M |
自由现金流率ALLTBLDR
| Q4 25 | — | 3.2% | ||
| Q3 25 | — | 11.7% | ||
| Q2 25 | 16.5% | 6.0% | ||
| Q1 25 | 6.1% | 0.9% | ||
| Q4 24 | — | 7.2% | ||
| Q3 24 | — | 14.9% | ||
| Q2 24 | 1.0% | 8.2% | ||
| Q1 24 | — | 5.8% |
资本支出强度ALLTBLDR
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 2.2% | ||
| Q2 25 | 1.7% | 2.1% | ||
| Q1 25 | 1.2% | 2.7% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | 4.3% | 2.0% | ||
| Q1 24 | — | 2.4% |
现金转化率ALLTBLDR
| Q4 25 | — | 6.19× | ||
| Q3 25 | — | 4.48× | ||
| Q2 25 | — | 1.84× | ||
| Q1 25 | — | 1.37× | ||
| Q4 24 | — | 1.96× | ||
| Q3 24 | — | 2.56× | ||
| Q2 24 | — | 1.31× | ||
| Q1 24 | — | 1.23× |
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
ALLT
暂无分部数据
BLDR
| Specialty Building Products And Services | $949.0M | 28% |
| Windows Doors And Millwork | $893.5M | 27% |
| Lumber And Lumber Sheet Goods | $772.6M | 23% |
| Manufactured Products | $742.8M | 22% |
