vs
Side-by-side financial comparison of Allstate (ALL) and HNI CORP (HNI). Click either name above to swap in a different company.
Allstate is the larger business by last-quarter revenue ($16.9B vs $683.8M, roughly 24.8× HNI CORP). Allstate runs the higher net margin — 14.5% vs 6.0%, a 8.5% gap on every dollar of revenue. On growth, Allstate posted the faster year-over-year revenue change (3.0% vs 1.7%). Over the past eight quarters, Allstate's revenue compounded faster (3.8% CAGR vs 0.3%).
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 ...
HNI Corporation is one of the largest office furniture manufacturers in the world in regard to revenues resulting from office segment sales. HNI is also the world's leading hearth products company, manufacturing and marketing gas, electric, wood and biomass burning fireplaces, inserts, stoves, facings and accessories. The company was founded in 1944 by engineer C. Maxwell Stanley, advertising executive Clem Hanson, and industrial designer H. Wood Miller. Its headquarters are in Muscatine, Iow...
ALL vs HNI — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $16.9B | $683.8M |
| Net Profit | $2.5B | $41.2M |
| Gross Margin | — | 42.1% |
| Operating Margin | 18.3% | 9.4% |
| Net Margin | 14.5% | 6.0% |
| Revenue YoY | 3.0% | 1.7% |
| Net Profit YoY | 312.4% | -13.3% |
| EPS (diluted) | $9.25 | $0.88 |
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 | $16.9B | — | ||
| Q4 25 | $17.3B | — | ||
| Q3 25 | $17.3B | $683.8M | ||
| Q2 25 | $16.6B | $667.1M | ||
| Q1 25 | $16.5B | $599.8M | ||
| Q4 24 | $16.5B | $642.5M | ||
| Q3 24 | $16.6B | $672.2M | ||
| Q2 24 | $15.7B | $623.7M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | — | ||
| Q3 25 | $3.7B | $41.2M | ||
| Q2 25 | $2.1B | $48.2M | ||
| Q1 25 | $595.0M | $13.9M | ||
| Q4 24 | $1.9B | $38.3M | ||
| Q3 24 | $1.2B | $47.5M | ||
| Q2 24 | $331.0M | $36.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 42.1% | ||
| Q2 25 | — | 42.9% | ||
| Q1 25 | — | 39.7% | ||
| Q4 24 | — | 40.5% | ||
| Q3 24 | — | 41.5% | ||
| Q2 24 | — | 41.9% |
| Q1 26 | 18.3% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 9.4% | ||
| Q2 25 | — | 10.2% | ||
| Q1 25 | — | 4.1% | ||
| Q4 24 | — | 8.5% | ||
| Q3 24 | — | 10.2% | ||
| Q2 24 | — | 8.6% |
| Q1 26 | 14.5% | — | ||
| Q4 25 | 22.1% | — | ||
| Q3 25 | 21.7% | 6.0% | ||
| Q2 25 | 12.7% | 7.2% | ||
| Q1 25 | 3.6% | 2.3% | ||
| Q4 24 | 11.7% | 6.0% | ||
| Q3 24 | 7.2% | 7.1% | ||
| Q2 24 | 2.1% | 5.8% |
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | — | ||
| Q3 25 | $13.95 | $0.88 | ||
| Q2 25 | $7.76 | $1.02 | ||
| Q1 25 | $2.11 | $0.29 | ||
| Q4 24 | $7.07 | $0.78 | ||
| Q3 24 | $4.33 | $0.98 | ||
| Q2 24 | $1.13 | $0.75 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $28.1M |
| Total DebtLower is stronger | — | $324.2M |
| Stockholders' EquityBook value | $31.6B | $835.9M |
| Total Assets | $124.0B | $1.8B |
| Debt / EquityLower = less leverage | — | 0.39× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | — | ||
| Q3 25 | $8.7B | $28.1M | ||
| Q2 25 | $9.6B | $38.2M | ||
| Q1 25 | $6.5B | $27.5M | ||
| Q4 24 | $4.5B | $28.9M | ||
| Q3 24 | $7.0B | $40.2M | ||
| Q2 24 | $5.3B | $33.5M |
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | — | ||
| Q3 25 | $8.1B | $324.2M | ||
| Q2 25 | $8.1B | $444.4M | ||
| Q1 25 | $8.1B | $404.7M | ||
| Q4 24 | $8.1B | $344.6M | ||
| Q3 24 | $8.1B | $345.4M | ||
| Q2 24 | $8.1B | $462.3M |
| Q1 26 | $31.6B | — | ||
| Q4 25 | $30.6B | — | ||
| Q3 25 | $27.5B | $835.9M | ||
| Q2 25 | $24.0B | $811.0M | ||
| Q1 25 | $22.1B | $803.6M | ||
| Q4 24 | $21.4B | $840.1M | ||
| Q3 24 | $20.9B | $846.6M | ||
| Q2 24 | $18.6B | $787.8M |
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | — | ||
| Q3 25 | $120.4B | $1.8B | ||
| Q2 25 | $115.9B | $1.9B | ||
| Q1 25 | $115.2B | $1.9B | ||
| Q4 24 | $111.6B | $1.9B | ||
| Q3 24 | $113.7B | $1.9B | ||
| Q2 24 | $108.4B | $1.9B |
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | — | ||
| Q3 25 | 0.29× | 0.39× | ||
| Q2 25 | 0.34× | 0.55× | ||
| Q1 25 | 0.37× | 0.50× | ||
| Q4 24 | 0.38× | 0.41× | ||
| Q3 24 | 0.39× | 0.41× | ||
| Q2 24 | 0.43× | 0.59× |
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 | — | $155.2M |
| Free Cash FlowOCF − Capex | — | $135.6M |
| FCF MarginFCF / Revenue | — | 19.8% |
| Capex IntensityCapex / Revenue | — | 2.9% |
| Cash ConversionOCF / Net Profit | — | 3.77× |
| TTM Free Cash FlowTrailing 4 quarters | — | $189.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | — | ||
| Q3 25 | $3.3B | $155.2M | ||
| Q2 25 | $1.9B | $31.1M | ||
| Q1 25 | $2.0B | $12.6M | ||
| Q4 24 | $1.7B | $51.2M | ||
| Q3 24 | $3.2B | $128.5M | ||
| Q2 24 | $2.4B | $51.3M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | — | ||
| Q3 25 | $3.2B | $135.6M | ||
| Q2 25 | $1.9B | $16.1M | ||
| Q1 25 | $1.9B | $-3.7M | ||
| Q4 24 | $1.7B | $41.5M | ||
| Q3 24 | $3.1B | $114.0M | ||
| Q2 24 | $2.3B | $33.8M |
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | — | ||
| Q3 25 | 18.8% | 19.8% | ||
| Q2 25 | 11.3% | 2.4% | ||
| Q1 25 | 11.4% | -0.6% | ||
| Q4 24 | 10.0% | 6.5% | ||
| Q3 24 | 18.9% | 17.0% | ||
| Q2 24 | 14.7% | 5.4% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.3% | 2.9% | ||
| Q2 25 | 0.0% | 2.2% | ||
| Q1 25 | 0.6% | 2.7% | ||
| Q4 24 | 0.3% | 1.5% | ||
| Q3 24 | 0.4% | 2.2% | ||
| Q2 24 | 0.4% | 2.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | — | ||
| Q3 25 | 0.88× | 3.77× | ||
| Q2 25 | 0.89× | 0.65× | ||
| Q1 25 | 3.30× | 0.91× | ||
| Q4 24 | 0.88× | 1.34× | ||
| Q3 24 | 2.69× | 2.71× | ||
| Q2 24 | 7.13× | 1.43× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALL
| Property and casualty insurance premiums | $15.6B | 92% |
| Other revenue | $719.0M | 4% |
| Other | $533.0M | 3% |
| Accident and health insurance premiums and contract charges | $136.0M | 1% |
HNI
| Systems Storage And Table | $309.9M | 45% |
| Residential Building Products | $166.9M | 24% |
| Seating Products | $161.1M | 24% |
| Other Products | $45.9M | 7% |
