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Alarm.com Holdings, Inc.（ALRM）与PREFORMED LINE PRODUCTS CO（PLPC）财务数据对比。点击上方公司名可切换其他公司
Alarm.com Holdings, Inc.的季度营收约是PREFORMED LINE PRODUCTS CO的1.5倍（$261.7M vs $173.1M），Alarm.com Holdings, Inc.净利率更高（13.2% vs 4.9%，领先8.4%），Alarm.com Holdings, Inc.同比增速更快（8.0% vs 3.6%），Alarm.com Holdings, Inc.自由现金流更多（$35.1M vs $11.8M），过去两年PREFORMED LINE PRODUCTS CO的营收复合增速更高（10.8% vs 8.3%）
Alarm.com Holdings, Inc.是一家美国科技企业，成立于2000年，由微策略公司分拆而来，总部位于弗吉尼亚州泰森斯。公司主营云服务，为用户提供远程控制、智能家居及报警监测相关解决方案，是家庭智能安防领域的重要服务商。
预成型线路产品公司（PLPC）研发、生产和销售适用于输配电、通信及可再生能源基建领域的工程硬件组件，服务全球多地的公用事业、网络运营商及工业客户，提供可提升网络可靠性与运营效率的解决方案。
ALRM vs PLPC — 直观对比
营收规模更大
ALRM
是对方的1.5倍
$173.1M
营收增速更快
ALRM
高出4.4%
3.6%
净利率更高
ALRM
高出8.4%
4.9%
自由现金流更多
ALRM
多$23.3M
$11.8M
两年增速更快
PLPC
近两年复合增速
8.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $261.7M | $173.1M |
| 净利润 | $34.6M | $8.4M |
| 毛利率 | 66.0% | 29.8% |
| 营业利润率 | 13.4% | 6.8% |
| 净利率 | 13.2% | 4.9% |
| 营收同比 | 8.0% | 3.6% |
| 净利润同比 | 14.8% | -19.3% |
| 每股收益（稀释后） | $0.66 | $1.72 |
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ALRMPLPC
| Q4 25 | $261.7M | $173.1M | ||
| Q3 25 | $256.4M | $178.1M | ||
| Q2 25 | $254.3M | $169.6M | ||
| Q1 25 | $238.8M | $148.5M | ||
| Q4 24 | $242.2M | $167.1M | ||
| Q3 24 | $240.5M | $147.0M | ||
| Q2 24 | $233.8M | $138.7M | ||
| Q1 24 | $223.3M | $140.9M |
净利润ALRMPLPC
| Q4 25 | $34.6M | $8.4M | ||
| Q3 25 | $35.1M | $2.6M | ||
| Q2 25 | $34.2M | $12.7M | ||
| Q1 25 | $27.7M | $11.5M | ||
| Q4 24 | $30.1M | $10.5M | ||
| Q3 24 | $36.7M | $7.7M | ||
| Q2 24 | $33.5M | $9.4M | ||
| Q1 24 | $23.6M | $9.6M |
毛利率ALRMPLPC
| Q4 25 | 66.0% | 29.8% | ||
| Q3 25 | 65.8% | 29.7% | ||
| Q2 25 | 65.6% | 32.7% | ||
| Q1 25 | 67.2% | 32.8% | ||
| Q4 24 | 65.5% | 33.3% | ||
| Q3 24 | 64.8% | 31.1% | ||
| Q2 24 | 65.2% | 31.9% | ||
| Q1 24 | 65.7% | 31.3% |
营业利润率ALRMPLPC
| Q4 25 | 13.4% | 6.8% | ||
| Q3 25 | 14.4% | 7.4% | ||
| Q2 25 | 12.6% | 10.1% | ||
| Q1 25 | 12.4% | 8.8% | ||
| Q4 24 | 12.7% | 10.5% | ||
| Q3 24 | 13.8% | 7.1% | ||
| Q2 24 | 11.0% | 8.1% | ||
| Q1 24 | 8.4% | 8.2% |
净利率ALRMPLPC
| Q4 25 | 13.2% | 4.9% | ||
| Q3 25 | 13.7% | 1.5% | ||
| Q2 25 | 13.5% | 7.5% | ||
| Q1 25 | 11.6% | 7.8% | ||
| Q4 24 | 12.4% | 6.3% | ||
| Q3 24 | 15.3% | 5.2% | ||
| Q2 24 | 14.3% | 6.8% | ||
| Q1 24 | 10.6% | 6.8% |
每股收益（稀释后）ALRMPLPC
| Q4 25 | $0.66 | $1.72 | ||
| Q3 25 | $0.65 | $0.53 | ||
| Q2 25 | $0.63 | $2.56 | ||
| Q1 25 | $0.52 | $2.33 | ||
| Q4 24 | $0.56 | $2.13 | ||
| Q3 24 | $0.67 | $1.54 | ||
| Q2 24 | $0.62 | $1.89 | ||
| Q1 24 | $0.44 | $1.94 |
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 | $960.6M | — |
| 总债务越低越好 | — | $38.3M |
| 股东权益账面价值 | $848.2M | $475.5M |
| 总资产 | $2.1B | $653.6M |
| 负债/权益比越低杠杆越低 | — | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资ALRMPLPC
| Q4 25 | $960.6M | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $747.9M | — |
总债务ALRMPLPC
| Q4 25 | — | $38.3M | ||
| Q3 25 | — | $36.0M | ||
| Q2 25 | — | $31.8M | ||
| Q1 25 | — | $29.1M | ||
| Q4 24 | — | $20.8M | ||
| Q3 24 | — | $27.2M | ||
| Q2 24 | — | $31.6M | ||
| Q1 24 | — | $55.0M |
股东权益ALRMPLPC
| Q4 25 | $848.2M | $475.5M | ||
| Q3 25 | $827.2M | $466.3M | ||
| Q2 25 | $797.3M | $460.7M | ||
| Q1 25 | $759.6M | $435.8M | ||
| Q4 24 | $726.5M | $422.3M | ||
| Q3 24 | $690.3M | $429.0M | ||
| Q2 24 | $645.5M | $416.2M | ||
| Q1 24 | $728.1M | $413.4M |
总资产ALRMPLPC
| Q4 25 | $2.1B | $653.6M | ||
| Q3 25 | $2.1B | $644.6M | ||
| Q2 25 | $2.1B | $631.5M | ||
| Q1 25 | $2.1B | $592.5M | ||
| Q4 24 | $2.0B | $573.9M | ||
| Q3 24 | $2.0B | $592.0M | ||
| Q2 24 | $1.9B | $572.6M | ||
| Q1 24 | $1.5B | $586.1M |
负债/权益比ALRMPLPC
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | 0.08× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | 0.05× | ||
| Q3 24 | — | 0.06× | ||
| Q2 24 | — | 0.08× | ||
| Q1 24 | — | 0.13× |
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 | $35.9M | $21.9M |
| 自由现金流经营现金流 - 资本支出 | $35.1M | $11.8M |
| 自由现金流率自由现金流/营收 | 13.4% | 6.8% |
| 资本支出强度资本支出/营收 | 0.3% | 5.9% |
| 现金转化率经营现金流/净利润 | 1.04× | 2.60× |
| 过去12个月自由现金流最近4个季度 | $137.0M | $33.3M |
8季度趋势，按日历期对齐
经营现金流ALRMPLPC
| Q4 25 | $35.9M | $21.9M | ||
| Q3 25 | $70.6M | $18.9M | ||
| Q2 25 | $22.7M | $26.9M | ||
| Q1 25 | $24.1M | $5.7M | ||
| Q4 24 | $56.3M | $24.1M | ||
| Q3 24 | $77.3M | $9.4M | ||
| Q2 24 | $23.0M | $28.3M | ||
| Q1 24 | $49.9M | $5.8M |
自由现金流ALRMPLPC
| Q4 25 | $35.1M | $11.8M | ||
| Q3 25 | $65.9M | $8.3M | ||
| Q2 25 | $18.2M | $18.6M | ||
| Q1 25 | $17.9M | $-5.3M | ||
| Q4 24 | $54.0M | $20.6M | ||
| Q3 24 | $74.5M | $5.8M | ||
| Q2 24 | $21.0M | $24.6M | ||
| Q1 24 | $46.8M | $1.8M |
自由现金流率ALRMPLPC
| Q4 25 | 13.4% | 6.8% | ||
| Q3 25 | 25.7% | 4.7% | ||
| Q2 25 | 7.1% | 10.9% | ||
| Q1 25 | 7.5% | -3.6% | ||
| Q4 24 | 22.3% | 12.3% | ||
| Q3 24 | 31.0% | 3.9% | ||
| Q2 24 | 9.0% | 17.7% | ||
| Q1 24 | 21.0% | 1.3% |
资本支出强度ALRMPLPC
| Q4 25 | 0.3% | 5.9% | ||
| Q3 25 | 1.9% | 6.0% | ||
| Q2 25 | 1.8% | 4.9% | ||
| Q1 25 | 2.6% | 7.4% | ||
| Q4 24 | 0.9% | 2.1% | ||
| Q3 24 | 1.2% | 2.4% | ||
| Q2 24 | 0.9% | 2.7% | ||
| Q1 24 | 1.4% | 2.8% |
现金转化率ALRMPLPC
| Q4 25 | 1.04× | 2.60× | ||
| Q3 25 | 2.01× | 7.21× | ||
| Q2 25 | 0.66× | 2.12× | ||
| Q1 25 | 0.87× | 0.49× | ||
| Q4 24 | 1.87× | 2.30× | ||
| Q3 24 | 2.11× | 1.22× | ||
| Q2 24 | 0.69× | 3.02× | ||
| Q1 24 | 2.11× | 0.60× |
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
ALRM
| License And Service | $180.2M | 69% |
| Hardwareand Other Revenue | $81.4M | 31% |
PLPC
暂无分部数据
