vs
Side-by-side financial comparison of Allstate (ALL) and PATRICK INDUSTRIES INC (PATK). Click either name above to swap in a different company.
PATRICK INDUSTRIES INC is the larger business by last-quarter revenue ($924.2M vs $922.0M, roughly 1.0× Allstate). Allstate runs the higher net margin — 266.6% vs 3.1%, a 263.4% gap on every dollar of revenue. On growth, PATRICK INDUSTRIES INC posted the faster year-over-year revenue change (9.2% vs 7.2%). Over the past eight quarters, PATRICK INDUSTRIES INC's revenue compounded faster (-0.5% 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 ...
Anduril Industries, Inc. is an American defense technology company specializing in the development of advanced autonomous systems.
ALL vs PATK — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $922.0M | $924.2M |
| Net Profit | $2.5B | $29.1M |
| Gross Margin | — | 23.0% |
| Operating Margin | -1400.3% | 6.2% |
| Net Margin | 266.6% | 3.1% |
| Revenue YoY | 7.2% | 9.2% |
| Net Profit YoY | — | 99.7% |
| EPS (diluted) | $9.25 | $0.82 |
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 | $924.2M | ||
| Q3 25 | $17.3B | $975.6M | ||
| Q2 25 | $16.6B | $1.0B | ||
| Q1 25 | $16.5B | $1.0B | ||
| Q4 24 | $16.5B | $846.1M | ||
| Q3 24 | $16.6B | $919.4M | ||
| Q2 24 | $15.7B | $1.0B |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $29.1M | ||
| Q3 25 | $3.7B | $35.3M | ||
| Q2 25 | $2.1B | $32.4M | ||
| Q1 25 | $595.0M | $38.2M | ||
| Q4 24 | $1.9B | $14.6M | ||
| Q3 24 | $1.2B | $40.9M | ||
| Q2 24 | $331.0M | $47.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 23.0% | ||
| Q3 25 | — | 22.6% | ||
| Q2 25 | — | 23.9% | ||
| Q1 25 | — | 22.8% | ||
| Q4 24 | — | 22.1% | ||
| Q3 24 | — | 23.1% | ||
| Q2 24 | — | 22.8% |
| Q1 26 | -1400.3% | — | ||
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 6.8% | ||
| Q2 25 | — | 8.3% | ||
| Q1 25 | — | 6.5% | ||
| Q4 24 | — | 4.7% | ||
| Q3 24 | — | 8.1% | ||
| Q2 24 | — | 8.3% |
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | 3.1% | ||
| Q3 25 | 21.7% | 3.6% | ||
| Q2 25 | 12.7% | 3.1% | ||
| Q1 25 | 3.6% | 3.8% | ||
| Q4 24 | 11.7% | 1.7% | ||
| Q3 24 | 7.2% | 4.4% | ||
| Q2 24 | 2.1% | 4.7% |
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $0.82 | ||
| Q3 25 | $13.95 | $1.01 | ||
| Q2 25 | $7.76 | $0.96 | ||
| Q1 25 | $2.11 | $1.11 | ||
| Q4 24 | $7.07 | $-1.44 | ||
| Q3 24 | $4.33 | $1.80 | ||
| Q2 24 | $1.13 | $2.16 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $26.4M |
| Total DebtLower is stronger | — | $1.3B |
| Stockholders' EquityBook value | $31.6B | $1.2B |
| Total Assets | $124.0B | $3.1B |
| Debt / EquityLower = less leverage | — | 1.10× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $26.4M | ||
| Q3 25 | $8.7B | $20.7M | ||
| Q2 25 | $9.6B | $22.0M | ||
| Q1 25 | $6.5B | $86.6M | ||
| Q4 24 | $4.5B | $33.6M | ||
| Q3 24 | $7.0B | $52.6M | ||
| Q2 24 | $5.3B | $44.0M |
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $1.3B | ||
| Q3 25 | $8.1B | — | ||
| Q2 25 | $8.1B | — | ||
| Q1 25 | $8.1B | — | ||
| Q4 24 | $8.1B | $1.3B | ||
| Q3 24 | $8.1B | — | ||
| Q2 24 | $8.1B | — |
| Q1 26 | $31.6B | — | ||
| Q4 25 | $30.6B | $1.2B | ||
| Q3 25 | $27.5B | $1.2B | ||
| Q2 25 | $24.0B | $1.1B | ||
| Q1 25 | $22.1B | $1.1B | ||
| Q4 24 | $21.4B | $1.1B | ||
| Q3 24 | $20.9B | $1.1B | ||
| Q2 24 | $18.6B | $1.1B |
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $3.1B | ||
| Q3 25 | $120.4B | $3.1B | ||
| Q2 25 | $115.9B | $3.1B | ||
| Q1 25 | $115.2B | $3.2B | ||
| Q4 24 | $111.6B | $3.0B | ||
| Q3 24 | $113.7B | $3.1B | ||
| Q2 24 | $108.4B | $3.0B |
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | 1.10× | ||
| Q3 25 | 0.29× | — | ||
| Q2 25 | 0.34× | — | ||
| Q1 25 | 0.37× | — | ||
| Q4 24 | 0.38× | 1.18× | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | 0.43× | — |
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 | — | $130.8M |
| Free Cash FlowOCF − Capex | — | $112.7M |
| FCF MarginFCF / Revenue | — | 12.2% |
| Capex IntensityCapex / Revenue | — | 2.0% |
| Cash ConversionOCF / Net Profit | — | 4.50× |
| TTM Free Cash FlowTrailing 4 quarters | — | $246.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $130.8M | ||
| Q3 25 | $3.3B | $9.1M | ||
| Q2 25 | $1.9B | $149.4M | ||
| Q1 25 | $2.0B | $40.1M | ||
| Q4 24 | $1.7B | $102.7M | ||
| Q3 24 | $3.2B | $51.5M | ||
| Q2 24 | $2.4B | $137.5M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $112.7M | ||
| Q3 25 | $3.2B | $-17.2M | ||
| Q2 25 | $1.9B | $131.1M | ||
| Q1 25 | $1.9B | $19.9M | ||
| Q4 24 | $1.7B | $77.2M | ||
| Q3 24 | $3.1B | $33.7M | ||
| Q2 24 | $2.3B | $120.6M |
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | 12.2% | ||
| Q3 25 | 18.8% | -1.8% | ||
| Q2 25 | 11.3% | 12.5% | ||
| Q1 25 | 11.4% | 2.0% | ||
| Q4 24 | 10.0% | 9.1% | ||
| Q3 24 | 18.9% | 3.7% | ||
| Q2 24 | 14.7% | 11.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 2.0% | ||
| Q3 25 | 0.3% | 2.7% | ||
| Q2 25 | 0.0% | 1.7% | ||
| Q1 25 | 0.6% | 2.0% | ||
| Q4 24 | 0.3% | 3.0% | ||
| Q3 24 | 0.4% | 1.9% | ||
| Q2 24 | 0.4% | 1.7% |
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | 4.50× | ||
| Q3 25 | 0.88× | 0.26× | ||
| Q2 25 | 0.89× | 4.61× | ||
| Q1 25 | 3.30× | 1.05× | ||
| Q4 24 | 0.88× | 7.05× | ||
| Q3 24 | 2.69× | 1.26× | ||
| Q2 24 | 7.13× | 2.87× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALL
Segment breakdown not available.
PATK
| Recreational Vehicle | $276.3M | 30% |
| Distribution | $222.4M | 24% |
| Marine | $141.9M | 15% |
| Industrial | $110.8M | 12% |
| Powersports | $104.8M | 11% |
| Manufactured Housing | $67.9M | 7% |
