vs
Allot Ltd.（ALLT）与Broadridge Financial Solutions（BR）财务数据对比。点击上方公司名可切换其他公司
Broadridge Financial Solutions的季度营收约是Allot Ltd.的71.3倍（$1.7B vs $24.1M）。Broadridge Financial Solutions净利率更高（16.6% vs -7.0%，领先23.6%）。Allot Ltd.同比增速更快（8.5% vs -5.4%）
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。
Broadridge Financial Solutions是2007年从自动数据处理公司（ADP）分拆成立的上市企业服务及金融科技企业，总部位于纽约莱克萨克塞斯，为金融行业客户提供股东委托书、年报等金融单证服务，以及线上年会等股东沟通解决方案。
ALLT vs BR — 直观对比
营收规模更大
BR
是对方的71.3倍
$24.1M
营收增速更快
ALLT
高出13.9%
-5.4%
净利率更高
BR
高出23.6%
-7.0%
损益表 — Q2 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $24.1M | $1.7B |
| 净利润 | $-1.7M | $284.6M |
| 毛利率 | 72.1% | 27.6% |
| 营业利润率 | -1.7% | 12.0% |
| 净利率 | -7.0% | 16.6% |
| 营收同比 | 8.5% | -5.4% |
| 净利润同比 | 49.6% | 17.1% |
| 每股收益（稀释后） | $-0.04 | $2.42 |
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ALLTBR
| Q4 25 | — | $1.7B | ||
| Q2 25 | $24.1M | $2.1B | ||
| Q1 25 | $23.1M | $1.8B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | $22.2M | $1.9B | ||
| Q1 24 | — | $1.7B | ||
| Q4 23 | — | $1.4B |
净利润ALLTBR
| Q4 25 | — | $284.6M | ||
| Q2 25 | $-1.7M | $374.2M | ||
| Q1 25 | $-332.0K | $243.1M | ||
| Q4 24 | — | $142.4M | ||
| Q3 24 | — | $79.8M | ||
| Q2 24 | $-3.4M | $323.2M | ||
| Q1 24 | — | $213.7M | ||
| Q4 23 | — | $70.3M |
毛利率ALLTBR
| Q4 25 | — | 27.6% | ||
| Q2 25 | 72.1% | 37.3% | ||
| Q1 25 | 69.3% | 31.8% | ||
| Q4 24 | — | 27.9% | ||
| Q3 24 | — | 24.5% | ||
| Q2 24 | 68.5% | 35.5% | ||
| Q1 24 | — | 31.2% | ||
| Q4 23 | — | 24.8% |
营业利润率ALLTBR
| Q4 25 | — | 12.0% | ||
| Q2 25 | -1.7% | 24.1% | ||
| Q1 25 | -3.1% | 19.0% | ||
| Q4 24 | — | 13.3% | ||
| Q3 24 | — | 9.4% | ||
| Q2 24 | -15.2% | 22.7% | ||
| Q1 24 | — | 17.5% | ||
| Q4 23 | — | 8.9% |
净利率ALLTBR
| Q4 25 | — | 16.6% | ||
| Q2 25 | -7.0% | 18.1% | ||
| Q1 25 | -1.4% | 13.4% | ||
| Q4 24 | — | 9.0% | ||
| Q3 24 | — | 5.6% | ||
| Q2 24 | -15.1% | 16.6% | ||
| Q1 24 | — | 12.4% | ||
| Q4 23 | — | 5.0% |
每股收益（稀释后）ALLTBR
| Q4 25 | — | $2.42 | ||
| Q2 25 | $-0.04 | $3.17 | ||
| Q1 25 | $-0.01 | $2.05 | ||
| Q4 24 | — | $1.20 | ||
| Q3 24 | — | $0.68 | ||
| Q2 24 | $-0.09 | $2.72 | ||
| Q1 24 | — | $1.79 | ||
| Q4 23 | — | $0.59 |
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 | $371.5M |
| 总债务越低越好 | — | $3.2B |
| 股东权益账面价值 | $99.7M | $2.9B |
| 总资产 | $154.1M | $8.6B |
| 负债/权益比越低杠杆越低 | — | 1.10× |
8季度趋势，按日历期对齐
现金及短期投资ALLTBR
| Q4 25 | — | $371.5M | ||
| Q2 25 | $60.1M | $562.2M | ||
| Q1 25 | $10.1M | $317.9M | ||
| Q4 24 | — | $290.6M | ||
| Q3 24 | — | $293.5M | ||
| Q2 24 | $15.9M | $305.2M | ||
| Q1 24 | — | $236.4M | ||
| Q4 23 | — | $277.7M |
总债务ALLTBR
| Q4 25 | — | $3.2B | ||
| Q2 25 | — | $3.3B | ||
| Q1 25 | — | $3.4B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $3.4B | ||
| Q1 24 | — | $3.5B | ||
| Q4 23 | — | $3.7B |
股东权益ALLTBR
| Q4 25 | — | $2.9B | ||
| Q2 25 | $99.7M | $2.7B | ||
| Q1 25 | $50.0M | $2.4B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | $46.7M | $2.2B | ||
| Q1 24 | — | $2.3B | ||
| Q4 23 | — | $2.1B |
总资产ALLTBR
| Q4 25 | — | $8.6B | ||
| Q2 25 | $154.1M | $8.5B | ||
| Q1 25 | $140.3M | $8.3B | ||
| Q4 24 | — | $8.2B | ||
| Q3 24 | — | $8.0B | ||
| Q2 24 | $132.5M | $8.2B | ||
| Q1 24 | — | $8.2B | ||
| Q4 23 | — | $8.0B |
负债/权益比ALLTBR
| Q4 25 | — | 1.10× | ||
| Q2 25 | — | 1.22× | ||
| Q1 25 | — | 1.44× | ||
| Q4 24 | — | 1.64× | ||
| Q3 24 | — | 1.63× | ||
| Q2 24 | — | 1.55× | ||
| Q1 24 | — | 1.55× | ||
| Q4 23 | — | 1.77× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $4.0M | — |
| 自由现金流率自由现金流/营收 | 16.5% | — |
| 资本支出强度资本支出/营收 | 1.7% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-6.0M | — |
8季度趋势，按日历期对齐
经营现金流ALLTBR
| Q4 25 | — | — | ||
| Q2 25 | $4.4M | $699.7M | ||
| Q1 25 | $1.7M | $360.4M | ||
| Q4 24 | — | $236.7M | ||
| Q3 24 | — | $-125.5M | ||
| Q2 24 | $1.2M | $721.0M | ||
| Q1 24 | — | $207.4M | ||
| Q4 23 | — | $189.8M |
自由现金流ALLTBR
| Q4 25 | — | — | ||
| Q2 25 | $4.0M | $684.1M | ||
| Q1 25 | $1.4M | $348.9M | ||
| Q4 24 | — | $227.9M | ||
| Q3 24 | — | $-133.4M | ||
| Q2 24 | $217.0K | $703.2M | ||
| Q1 24 | — | $184.6M | ||
| Q4 23 | — | $177.7M |
自由现金流率ALLTBR
| Q4 25 | — | — | ||
| Q2 25 | 16.5% | 33.1% | ||
| Q1 25 | 6.1% | 19.3% | ||
| Q4 24 | — | 14.3% | ||
| Q3 24 | — | -9.4% | ||
| Q2 24 | 1.0% | 36.2% | ||
| Q1 24 | — | 10.7% | ||
| Q4 23 | — | 12.6% |
资本支出强度ALLTBR
| Q4 25 | — | — | ||
| Q2 25 | 1.7% | 0.8% | ||
| Q1 25 | 1.2% | 0.6% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | 4.3% | 0.9% | ||
| Q1 24 | — | 1.3% | ||
| Q4 23 | — | 0.9% |
现金转化率ALLTBR
| Q4 25 | — | — | ||
| Q2 25 | — | 1.87× | ||
| Q1 25 | — | 1.48× | ||
| Q4 24 | — | 1.66× | ||
| Q3 24 | — | -1.57× | ||
| Q2 24 | — | 2.23× | ||
| Q1 24 | — | 0.97× | ||
| Q4 23 | — | 2.70× |
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
BR
| Recurring Fee Revenue Investor Communication Solutions | $589.5M | 34% |
| Recurring Fee Revenue Capital Markets | $300.9M | 18% |
| Recurring Fee Revenue Regulatory | $248.7M | 15% |
| Recurring Fee Revenue Customer Communications | $189.2M | 11% |
| Recurring Fee Revenue Wealth And Investment Management | $179.7M | 10% |
| Recurring Fee Revenue Data Driven Fund Solutions | $112.7M | 7% |
| Event Driven Revenue Mutual Funds | $51.4M | 3% |
| Event Driven Revenue Equity And Other | $39.2M | 2% |
| Global Technology And Operations | $7.5M | 0% |
