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Allot Ltd.（ALLT）与REDWOOD TRUST INC（RWT）财务数据对比。点击上方公司名可切换其他公司
REDWOOD TRUST INC的季度营收约是Allot Ltd.的1.1倍（$25.9M vs $24.1M），REDWOOD TRUST INC净利率更高（77.2% vs -7.0%，领先84.3%），Allot Ltd.同比增速更快（8.5% vs -6.1%）
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。
Redwood Trust Inc是总部位于美国的专业房地产投资信托公司，主营住宅与商业抵押贷款、抵押贷款支持证券及房地产信贷类资产的投资管理，核心业务覆盖住宅抵押贷款发放、商业地产信贷和投资服务，客户以机构投资者和房地产市场参与者为主。
ALLT vs RWT — 直观对比
营收规模更大
RWT
是对方的1.1倍
$24.1M
营收增速更快
ALLT
高出14.6%
-6.1%
净利率更高
RWT
高出84.3%
-7.0%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $24.1M | $25.9M |
| 净利润 | $-1.7M | $20.0M |
| 毛利率 | 72.1% | — |
| 营业利润率 | -1.7% | — |
| 净利率 | -7.0% | 77.2% |
| 营收同比 | 8.5% | -6.1% |
| 净利润同比 | 49.6% | 402.6% |
| 每股收益（稀释后） | $-0.04 | $0.11 |
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ALLTRWT
| Q4 25 | — | $25.9M | ||
| Q3 25 | — | $15.0M | ||
| Q2 25 | $24.1M | $13.8M | ||
| Q1 25 | $23.1M | $27.9M | ||
| Q4 24 | — | $27.6M | ||
| Q3 24 | — | $25.5M | ||
| Q2 24 | $22.2M | $67.4M | ||
| Q1 24 | — | $74.5M |
净利润ALLTRWT
| Q4 25 | — | $20.0M | ||
| Q3 25 | — | $-7.7M | ||
| Q2 25 | $-1.7M | $-98.5M | ||
| Q1 25 | $-332.0K | $16.1M | ||
| Q4 24 | — | $-6.6M | ||
| Q3 24 | — | $14.8M | ||
| Q2 24 | $-3.4M | $15.5M | ||
| Q1 24 | — | $30.3M |
毛利率ALLTRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 72.1% | — | ||
| Q1 25 | 69.3% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 68.5% | — | ||
| Q1 24 | — | — |
营业利润率ALLTRWT
| Q4 25 | — | — | ||
| Q3 25 | — | -9.0% | ||
| Q2 25 | -1.7% | -679.0% | ||
| Q1 25 | -3.1% | 80.2% | ||
| Q4 24 | — | -1.3% | ||
| Q3 24 | — | 86.1% | ||
| Q2 24 | -15.2% | 30.3% | ||
| Q1 24 | — | 41.3% |
净利率ALLTRWT
| Q4 25 | — | 77.2% | ||
| Q3 25 | — | -51.4% | ||
| Q2 25 | -7.0% | -712.0% | ||
| Q1 25 | -1.4% | 57.8% | ||
| Q4 24 | — | -24.0% | ||
| Q3 24 | — | 58.1% | ||
| Q2 24 | -15.1% | 23.0% | ||
| Q1 24 | — | 40.6% |
每股收益（稀释后）ALLTRWT
| Q4 25 | — | $0.11 | ||
| Q3 25 | — | $-0.08 | ||
| Q2 25 | $-0.04 | $-0.76 | ||
| Q1 25 | $-0.01 | $0.10 | ||
| Q4 24 | — | $-0.08 | ||
| Q3 24 | — | $0.09 | ||
| Q2 24 | $-0.09 | $0.10 | ||
| Q1 24 | — | $0.21 |
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 | $255.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $99.7M | $982.6M |
| 总资产 | $154.1M | $23.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ALLTRWT
| Q4 25 | — | $255.7M | ||
| Q3 25 | — | $226.3M | ||
| Q2 25 | $60.1M | $302.0M | ||
| Q1 25 | $10.1M | $259.9M | ||
| Q4 24 | — | $245.2M | ||
| Q3 24 | — | $253.7M | ||
| Q2 24 | $15.9M | $275.6M | ||
| Q1 24 | — | $275.4M |
总债务ALLTRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.7B |
股东权益ALLTRWT
| Q4 25 | — | $982.6M | ||
| Q3 25 | — | $999.0M | ||
| Q2 25 | $99.7M | $1.1B | ||
| Q1 25 | $50.0M | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $46.7M | $1.2B | ||
| Q1 24 | — | $1.2B |
总资产ALLTRWT
| Q4 25 | — | $23.7B | ||
| Q3 25 | — | $22.6B | ||
| Q2 25 | $154.1M | $21.3B | ||
| Q1 25 | $140.3M | $19.9B | ||
| Q4 24 | — | $18.3B | ||
| Q3 24 | — | $18.4B | ||
| Q2 24 | $132.5M | $16.5B | ||
| Q1 24 | — | $15.1B |
负债/权益比ALLTRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.39× |
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 | $-10.1B |
| 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 | — | -504.15× |
| 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ALLTRWT
| Q4 25 | — | $-10.1B | ||
| Q3 25 | — | $-2.7B | ||
| Q2 25 | $4.4M | $-2.1B | ||
| Q1 25 | $1.7M | $-2.0B | ||
| Q4 24 | — | $-5.9B | ||
| Q3 24 | — | $-2.1B | ||
| Q2 24 | $1.2M | $-2.0B | ||
| Q1 24 | — | $-954.2M |
自由现金流ALLTRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $4.0M | — | ||
| Q1 25 | $1.4M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $217.0K | — | ||
| Q1 24 | — | — |
自由现金流率ALLTRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 16.5% | — | ||
| Q1 25 | 6.1% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.0% | — | ||
| Q1 24 | — | — |
资本支出强度ALLTRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.7% | — | ||
| Q1 25 | 1.2% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 4.3% | — | ||
| Q1 24 | — | — |
现金转化率ALLTRWT
| Q4 25 | — | -504.15× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -120.92× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -140.86× | ||
| Q2 24 | — | -126.56× | ||
| Q1 24 | — | -31.53× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
