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Side-by-side financial comparison of Allstate (ALL) and AeroVironment Inc (AVAV). Click either name above to swap in a different company.
Allstate is the larger business by last-quarter revenue ($922.0M vs $472.5M, roughly 2.0× AeroVironment Inc). Allstate runs the higher net margin — 266.6% vs -3.6%, a 270.2% gap on every dollar of revenue. On growth, AeroVironment Inc posted the faster year-over-year revenue change (181.9% vs 7.2%). Over the past eight quarters, AeroVironment Inc's revenue compounded faster (59.1% CAGR vs -75.8%).
The Allstate Corporation, together with its subsidiaries, provides property and casualty, and other insurance products in the United States and Canada. The company operates through Allstate Protection; Protection Services; Allstate Health and Benefits; and Run-off Property-Liability segments. The Allstate Protection segment offers private passenger auto and homeowners insurance; specialty auto products, including motorcycle, trailer, motor home, and off-road vehicle insurance; other personal ...
AeroVironment, Inc., also known as AV, is an American defense technology company headquartered in Arlington, Virginia that designs and manufactures autonomous systems, counter-UAS systems, and space systems. The company was founded in 1971 by Paul B. MacCready Jr., a designer of human-powered aircraft. The company provides the US Department of Defense and foreign militaries with small and medium-sized drones—notably the Raven, Switchblade, Wasp, and Puma. Through its acquisition of BlueHalo i...
ALL vs AVAV — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $922.0M | $472.5M |
| Net Profit | $2.5B | $-17.1M |
| Gross Margin | — | 22.0% |
| Operating Margin | -1400.3% | -6.4% |
| Net Margin | 266.6% | -3.6% |
| Revenue YoY | 7.2% | 181.9% |
| Net Profit YoY | — | -875.1% |
| EPS (diluted) | $9.25 | $-0.34 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $922.0M | — | ||
| Q4 25 | $17.3B | $472.5M | ||
| Q3 25 | $17.3B | $454.7M | ||
| Q2 25 | $16.6B | $275.1M | ||
| Q1 25 | $16.5B | $167.6M | ||
| Q4 24 | $16.5B | $188.5M | ||
| Q3 24 | $16.6B | $189.5M | ||
| Q2 24 | $15.7B | $197.0M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $-17.1M | ||
| Q3 25 | $3.7B | $-67.4M | ||
| Q2 25 | $2.1B | $16.7M | ||
| Q1 25 | $595.0M | $-1.8M | ||
| Q4 24 | $1.9B | $7.5M | ||
| Q3 24 | $1.2B | $21.2M | ||
| Q2 24 | $331.0M | $6.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 22.0% | ||
| Q3 25 | — | 20.9% | ||
| Q2 25 | — | 36.5% | ||
| Q1 25 | — | 37.7% | ||
| Q4 24 | — | 39.1% | ||
| Q3 24 | — | 43.0% | ||
| Q2 24 | — | 38.4% |
| Q1 26 | -1400.3% | — | ||
| Q4 25 | — | -6.4% | ||
| Q3 25 | — | -15.2% | ||
| Q2 25 | — | 5.0% | ||
| Q1 25 | — | -1.8% | ||
| Q4 24 | — | 3.7% | ||
| Q3 24 | — | 12.2% | ||
| Q2 24 | — | 3.0% |
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | -3.6% | ||
| Q3 25 | 21.7% | -14.8% | ||
| Q2 25 | 12.7% | 6.1% | ||
| Q1 25 | 3.6% | -1.0% | ||
| Q4 24 | 11.7% | 4.0% | ||
| Q3 24 | 7.2% | 11.2% | ||
| Q2 24 | 2.1% | 3.1% |
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $-0.34 | ||
| Q3 25 | $13.95 | $-1.44 | ||
| Q2 25 | $7.76 | $0.59 | ||
| Q1 25 | $2.11 | $-0.06 | ||
| Q4 24 | $7.07 | $0.27 | ||
| Q3 24 | $4.33 | $0.75 | ||
| Q2 24 | $1.13 | $0.18 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $588.5M |
| Total DebtLower is stronger | — | $747.5M |
| Stockholders' EquityBook value | $31.6B | $4.4B |
| Total Assets | $124.0B | $5.6B |
| Debt / EquityLower = less leverage | — | 0.17× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $588.5M | ||
| Q3 25 | $8.7B | $685.8M | ||
| Q2 25 | $9.6B | $40.9M | ||
| Q1 25 | $6.5B | $47.0M | ||
| Q4 24 | $4.5B | $69.0M | ||
| Q3 24 | $7.0B | $81.2M | ||
| Q2 24 | $5.3B | $73.3M |
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $747.5M | ||
| Q3 25 | $8.1B | $747.5M | ||
| Q2 25 | $8.1B | $30.0M | ||
| Q1 25 | $8.1B | $25.0M | ||
| Q4 24 | $8.1B | $15.0M | ||
| Q3 24 | $8.1B | $17.5M | ||
| Q2 24 | $8.1B | $28.0M |
| Q1 26 | $31.6B | — | ||
| Q4 25 | $30.6B | $4.4B | ||
| Q3 25 | $27.5B | $4.4B | ||
| Q2 25 | $24.0B | $886.5M | ||
| Q1 25 | $22.1B | $861.1M | ||
| Q4 24 | $21.4B | $858.4M | ||
| Q3 24 | $20.9B | $845.5M | ||
| Q2 24 | $18.6B | $822.7M |
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $5.6B | ||
| Q3 25 | $120.4B | $5.6B | ||
| Q2 25 | $115.9B | $1.1B | ||
| Q1 25 | $115.2B | $1.0B | ||
| Q4 24 | $111.6B | $1.0B | ||
| Q3 24 | $113.7B | $999.2M | ||
| Q2 24 | $108.4B | $1.0B |
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | 0.17× | ||
| Q3 25 | 0.29× | 0.17× | ||
| Q2 25 | 0.34× | 0.03× | ||
| Q1 25 | 0.37× | 0.03× | ||
| Q4 24 | 0.38× | 0.02× | ||
| Q3 24 | 0.39× | 0.02× | ||
| Q2 24 | 0.43× | 0.03× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $-45.1M |
| Free Cash FlowOCF − Capex | — | $-55.9M |
| FCF MarginFCF / Revenue | — | -11.8% |
| Capex IntensityCapex / Revenue | — | 2.3% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-240.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $-45.1M | ||
| Q3 25 | $3.3B | $-123.7M | ||
| Q2 25 | $1.9B | $-264.0K | ||
| Q1 25 | $2.0B | $-25.8M | ||
| Q4 24 | $1.7B | $-3.6M | ||
| Q3 24 | $3.2B | $28.4M | ||
| Q2 24 | $2.4B | $-11.7M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $-55.9M | ||
| Q3 25 | $3.2B | $-146.5M | ||
| Q2 25 | $1.9B | $-8.8M | ||
| Q1 25 | $1.9B | $-29.6M | ||
| Q4 24 | $1.7B | $-8.7M | ||
| Q3 24 | $3.1B | $22.9M | ||
| Q2 24 | $2.3B | $-20.8M |
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | -11.8% | ||
| Q3 25 | 18.8% | -32.2% | ||
| Q2 25 | 11.3% | -3.2% | ||
| Q1 25 | 11.4% | -17.7% | ||
| Q4 24 | 10.0% | -4.6% | ||
| Q3 24 | 18.9% | 12.1% | ||
| Q2 24 | 14.7% | -10.5% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 2.3% | ||
| Q3 25 | 0.3% | 5.0% | ||
| Q2 25 | 0.0% | 3.1% | ||
| Q1 25 | 0.6% | 2.3% | ||
| Q4 24 | 0.3% | 2.7% | ||
| Q3 24 | 0.4% | 2.9% | ||
| Q2 24 | 0.4% | 4.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | — | ||
| Q3 25 | 0.88× | — | ||
| Q2 25 | 0.89× | -0.02× | ||
| Q1 25 | 3.30× | — | ||
| Q4 24 | 0.88× | -0.48× | ||
| Q3 24 | 2.69× | 1.34× | ||
| Q2 24 | 7.13× | -1.93× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALL
Segment breakdown not available.
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 7% |
