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Side-by-side financial comparison of Allstate (ALL) and ESAB Corp (ESAB). Click either name above to swap in a different company.
Allstate is the larger business by last-quarter revenue ($922.0M vs $727.8M, roughly 1.3× ESAB Corp). Allstate runs the higher net margin — 266.6% vs 7.5%, a 259.1% gap on every dollar of revenue. On growth, ESAB Corp posted the faster year-over-year revenue change (8.5% vs 7.2%). Over the past eight quarters, ESAB Corp's revenue compounded faster (2.8% 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 ...
ESAB, Elektriska Svetsnings-Aktiebolaget, is an American-Swedish industrial company.
ALL vs ESAB — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $922.0M | $727.8M |
| Net Profit | $2.5B | $54.8M |
| Gross Margin | — | 37.0% |
| Operating Margin | -1400.3% | 14.6% |
| Net Margin | 266.6% | 7.5% |
| Revenue YoY | 7.2% | 8.5% |
| Net Profit YoY | — | 2.1% |
| EPS (diluted) | $9.25 | $0.90 |
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 | $727.8M | ||
| Q3 25 | $17.3B | $715.6M | ||
| Q2 25 | $16.6B | $678.1M | ||
| Q1 25 | $16.5B | — | ||
| Q4 24 | $16.5B | $670.8M | ||
| Q3 24 | $16.6B | $673.3M | ||
| Q2 24 | $15.7B | $707.1M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $54.8M | ||
| Q3 25 | $3.7B | $66.9M | ||
| Q2 25 | $2.1B | $67.4M | ||
| Q1 25 | $595.0M | — | ||
| Q4 24 | $1.9B | $53.7M | ||
| Q3 24 | $1.2B | $68.2M | ||
| Q2 24 | $331.0M | $82.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 37.0% | ||
| Q3 25 | — | 37.2% | ||
| Q2 25 | — | 37.6% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 38.5% | ||
| Q3 24 | — | 37.7% | ||
| Q2 24 | — | 38.2% |
| Q1 26 | -1400.3% | — | ||
| Q4 25 | — | 14.6% | ||
| Q3 25 | — | 15.2% | ||
| Q2 25 | — | 16.2% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | — | 15.7% | ||
| Q2 24 | — | 16.9% |
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | 7.5% | ||
| Q3 25 | 21.7% | 9.3% | ||
| Q2 25 | 12.7% | 9.9% | ||
| Q1 25 | 3.6% | — | ||
| Q4 24 | 11.7% | 8.0% | ||
| Q3 24 | 7.2% | 10.1% | ||
| Q2 24 | 2.1% | 11.7% |
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $0.90 | ||
| Q3 25 | $13.95 | $1.09 | ||
| Q2 25 | $7.76 | $1.10 | ||
| Q1 25 | $2.11 | — | ||
| Q4 24 | $7.07 | $0.87 | ||
| Q3 24 | $4.33 | $1.11 | ||
| Q2 24 | $1.13 | $1.35 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $218.2M |
| Total DebtLower is stronger | — | $1.3B |
| Stockholders' EquityBook value | $31.6B | $2.1B |
| Total Assets | $124.0B | $4.9B |
| Debt / EquityLower = less leverage | — | 0.63× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $218.2M | ||
| Q3 25 | $8.7B | $258.2M | ||
| Q2 25 | $9.6B | $291.3M | ||
| Q1 25 | $6.5B | — | ||
| Q4 24 | $4.5B | $249.4M | ||
| Q3 24 | $7.0B | $253.7M | ||
| Q2 24 | $5.3B | $228.5M |
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $1.3B | ||
| Q3 25 | $8.1B | $1.1B | ||
| Q2 25 | $8.1B | $1.1B | ||
| Q1 25 | $8.1B | — | ||
| Q4 24 | $8.1B | $1.1B | ||
| Q3 24 | $8.1B | $1.1B | ||
| Q2 24 | $8.1B | $1.1B |
| Q1 26 | $31.6B | — | ||
| Q4 25 | $30.6B | $2.1B | ||
| Q3 25 | $27.5B | $2.1B | ||
| Q2 25 | $24.0B | $1.9B | ||
| Q1 25 | $22.1B | — | ||
| Q4 24 | $21.4B | $1.8B | ||
| Q3 24 | $20.9B | $1.8B | ||
| Q2 24 | $18.6B | $1.7B |
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $4.9B | ||
| Q3 25 | $120.4B | $4.4B | ||
| Q2 25 | $115.9B | $4.2B | ||
| Q1 25 | $115.2B | — | ||
| Q4 24 | $111.6B | $4.0B | ||
| Q3 24 | $113.7B | $4.1B | ||
| Q2 24 | $108.4B | $4.0B |
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | 0.63× | ||
| Q3 25 | 0.29× | 0.51× | ||
| Q2 25 | 0.34× | 0.55× | ||
| Q1 25 | 0.37× | — | ||
| Q4 24 | 0.38× | 0.60× | ||
| Q3 24 | 0.39× | 0.59× | ||
| Q2 24 | 0.43× | 0.63× |
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 | — | $81.5M |
| Free Cash FlowOCF − Capex | — | $70.3M |
| FCF MarginFCF / Revenue | — | 9.7% |
| Capex IntensityCapex / Revenue | — | 1.5% |
| Cash ConversionOCF / Net Profit | — | 1.49× |
| TTM Free Cash FlowTrailing 4 quarters | — | $238.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $81.5M | ||
| Q3 25 | $3.3B | $46.6M | ||
| Q2 25 | $1.9B | $35.4M | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $1.7B | $126.9M | ||
| Q3 24 | $3.2B | $101.0M | ||
| Q2 24 | $2.4B | $83.0M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $70.3M | ||
| Q3 25 | $3.2B | $37.4M | ||
| Q2 25 | $1.9B | $28.1M | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.7B | $102.2M | ||
| Q3 24 | $3.1B | $90.4M | ||
| Q2 24 | $2.3B | $74.0M |
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | 9.7% | ||
| Q3 25 | 18.8% | 5.2% | ||
| Q2 25 | 11.3% | 4.1% | ||
| Q1 25 | 11.4% | — | ||
| Q4 24 | 10.0% | 15.2% | ||
| Q3 24 | 18.9% | 13.4% | ||
| Q2 24 | 14.7% | 10.5% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 1.5% | ||
| Q3 25 | 0.3% | 1.3% | ||
| Q2 25 | 0.0% | 1.1% | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.3% | 3.7% | ||
| Q3 24 | 0.4% | 1.6% | ||
| Q2 24 | 0.4% | 1.3% |
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | 1.49× | ||
| Q3 25 | 0.88× | 0.70× | ||
| Q2 25 | 0.89× | 0.53× | ||
| Q1 25 | 3.30× | — | ||
| Q4 24 | 0.88× | 2.36× | ||
| Q3 24 | 2.69× | 1.48× | ||
| Q2 24 | 7.13× | 1.00× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALL
Segment breakdown not available.
ESAB
| Consumable Products | $477.9M | 66% |
| Equipment Products | $249.9M | 34% |
