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Side-by-side financial comparison of Allegion (ALLE) and AeroVironment Inc (AVAV). Click either name above to swap in a different company.
Allegion is the larger business by last-quarter revenue ($1.0B vs $472.5M, roughly 2.2× AeroVironment Inc). Allegion runs the higher net margin — 14.3% vs -3.6%, a 17.9% gap on every dollar of revenue. On growth, AeroVironment Inc posted the faster year-over-year revenue change (181.9% vs 9.3%). Allegion produced more free cash flow last quarter ($200.5M vs $-55.9M). Over the past eight quarters, AeroVironment Inc's revenue compounded faster (59.1% CAGR vs 7.5%).
Allegion plc manufactures and sells mechanical and electronic security products and solutions worldwide. The company offers door closers, controls, and exit devices; locks, locksets, portable locks, and key systems and services; electronic security products and access control systems; time, attendance, and workforce productivity systems; doors and door systems; and other accessories. The company sells its products and solutions to end-users in commercial, institutional, and residential facili...
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...
ALLE vs AVAV — Head-to-Head
Income Statement — Q4 2025 vs Q3 2026
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $472.5M |
| Net Profit | $147.5M | $-17.1M |
| Gross Margin | 44.5% | 22.0% |
| Operating Margin | 20.3% | -6.4% |
| Net Margin | 14.3% | -3.6% |
| Revenue YoY | 9.3% | 181.9% |
| Net Profit YoY | 2.4% | -875.1% |
| EPS (diluted) | $1.70 | $-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.
| Q4 25 | $1.0B | $472.5M | ||
| Q3 25 | $1.1B | $454.7M | ||
| Q2 25 | $1.0B | $275.1M | ||
| Q1 25 | $941.9M | $167.6M | ||
| Q4 24 | $945.6M | $188.5M | ||
| Q3 24 | $967.1M | $189.5M | ||
| Q2 24 | $965.6M | $197.0M | ||
| Q1 24 | $893.9M | $186.6M |
| Q4 25 | $147.5M | $-17.1M | ||
| Q3 25 | $188.4M | $-67.4M | ||
| Q2 25 | $159.7M | $16.7M | ||
| Q1 25 | $148.2M | $-1.8M | ||
| Q4 24 | $144.1M | $7.5M | ||
| Q3 24 | $174.2M | $21.2M | ||
| Q2 24 | $155.4M | $6.0M | ||
| Q1 24 | $123.8M | $13.9M |
| Q4 25 | 44.5% | 22.0% | ||
| Q3 25 | 45.8% | 20.9% | ||
| Q2 25 | 45.6% | 36.5% | ||
| Q1 25 | 44.9% | 37.7% | ||
| Q4 24 | 44.1% | 39.1% | ||
| Q3 24 | 44.7% | 43.0% | ||
| Q2 24 | 44.4% | 38.4% | ||
| Q1 24 | 43.8% | 36.1% |
| Q4 25 | 20.3% | -6.4% | ||
| Q3 25 | 21.8% | -15.2% | ||
| Q2 25 | 21.5% | 5.0% | ||
| Q1 25 | 20.9% | -1.8% | ||
| Q4 24 | 19.5% | 3.7% | ||
| Q3 24 | 22.2% | 12.2% | ||
| Q2 24 | 21.6% | 3.0% | ||
| Q1 24 | 19.3% | 7.7% |
| Q4 25 | 14.3% | -3.6% | ||
| Q3 25 | 17.6% | -14.8% | ||
| Q2 25 | 15.6% | 6.1% | ||
| Q1 25 | 15.7% | -1.0% | ||
| Q4 24 | 15.2% | 4.0% | ||
| Q3 24 | 18.0% | 11.2% | ||
| Q2 24 | 16.1% | 3.1% | ||
| Q1 24 | 13.8% | 7.4% |
| Q4 25 | $1.70 | $-0.34 | ||
| Q3 25 | $2.18 | $-1.44 | ||
| Q2 25 | $1.85 | $0.59 | ||
| Q1 25 | $1.71 | $-0.06 | ||
| Q4 24 | $1.65 | $0.27 | ||
| Q3 24 | $1.99 | $0.75 | ||
| Q2 24 | $1.77 | $0.18 | ||
| Q1 24 | $1.41 | $0.50 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $356.2M | $588.5M |
| Total DebtLower is stronger | $2.0B | $747.5M |
| Stockholders' EquityBook value | $2.1B | $4.4B |
| Total Assets | $5.2B | $5.6B |
| Debt / EquityLower = less leverage | 0.96× | 0.17× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $356.2M | $588.5M | ||
| Q3 25 | $302.7M | $685.8M | ||
| Q2 25 | $656.8M | $40.9M | ||
| Q1 25 | $494.5M | $47.0M | ||
| Q4 24 | $503.8M | $69.0M | ||
| Q3 24 | $878.9M | $81.2M | ||
| Q2 24 | $747.5M | $73.3M | ||
| Q1 24 | $391.8M | $107.7M |
| Q4 25 | $2.0B | $747.5M | ||
| Q3 25 | $2.1B | $747.5M | ||
| Q2 25 | $2.1B | $30.0M | ||
| Q1 25 | $2.0B | $25.0M | ||
| Q4 24 | $2.0B | $15.0M | ||
| Q3 24 | $2.4B | $17.5M | ||
| Q2 24 | $2.4B | $28.0M | ||
| Q1 24 | $2.0B | $40.0M |
| Q4 25 | $2.1B | $4.4B | ||
| Q3 25 | $1.9B | $4.4B | ||
| Q2 25 | $1.8B | $886.5M | ||
| Q1 25 | $1.6B | $861.1M | ||
| Q4 24 | $1.5B | $858.4M | ||
| Q3 24 | $1.6B | $845.5M | ||
| Q2 24 | $1.4B | $822.7M | ||
| Q1 24 | $1.4B | $813.0M |
| Q4 25 | $5.2B | $5.6B | ||
| Q3 25 | $5.2B | $5.6B | ||
| Q2 25 | $4.9B | $1.1B | ||
| Q1 25 | $4.6B | $1.0B | ||
| Q4 24 | $4.5B | $1.0B | ||
| Q3 24 | $5.0B | $999.2M | ||
| Q2 24 | $4.8B | $1.0B | ||
| Q1 24 | $4.3B | $980.3M |
| Q4 25 | 0.96× | 0.17× | ||
| Q3 25 | 1.07× | 0.17× | ||
| Q2 25 | 1.16× | 0.03× | ||
| Q1 25 | 1.24× | 0.03× | ||
| Q4 24 | 1.33× | 0.02× | ||
| Q3 24 | 1.53× | 0.02× | ||
| Q2 24 | 1.69× | 0.03× | ||
| Q1 24 | 1.49× | 0.05× |
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 | $240.1M | $-45.1M |
| Free Cash FlowOCF − Capex | $200.5M | $-55.9M |
| FCF MarginFCF / Revenue | 19.4% | -11.8% |
| Capex IntensityCapex / Revenue | 3.8% | 2.3% |
| Cash ConversionOCF / Net Profit | 1.63× | — |
| TTM Free Cash FlowTrailing 4 quarters | $685.7M | $-240.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $240.1M | $-45.1M | ||
| Q3 25 | $229.5M | $-123.7M | ||
| Q2 25 | $209.7M | $-264.0K | ||
| Q1 25 | $104.5M | $-25.8M | ||
| Q4 24 | $219.0M | $-3.6M | ||
| Q3 24 | $231.9M | $28.4M | ||
| Q2 24 | $173.0M | $-11.7M | ||
| Q1 24 | $51.1M | $52.6M |
| Q4 25 | $200.5M | $-55.9M | ||
| Q3 25 | $209.8M | $-146.5M | ||
| Q2 25 | $192.0M | $-8.8M | ||
| Q1 25 | $83.4M | $-29.6M | ||
| Q4 24 | $194.9M | $-8.7M | ||
| Q3 24 | $212.0M | $22.9M | ||
| Q2 24 | $152.1M | $-20.8M | ||
| Q1 24 | $23.9M | $48.8M |
| Q4 25 | 19.4% | -11.8% | ||
| Q3 25 | 19.6% | -32.2% | ||
| Q2 25 | 18.8% | -3.2% | ||
| Q1 25 | 8.9% | -17.7% | ||
| Q4 24 | 20.6% | -4.6% | ||
| Q3 24 | 21.9% | 12.1% | ||
| Q2 24 | 15.8% | -10.5% | ||
| Q1 24 | 2.7% | 26.1% |
| Q4 25 | 3.8% | 2.3% | ||
| Q3 25 | 1.8% | 5.0% | ||
| Q2 25 | 1.7% | 3.1% | ||
| Q1 25 | 2.2% | 2.3% | ||
| Q4 24 | 2.5% | 2.7% | ||
| Q3 24 | 2.1% | 2.9% | ||
| Q2 24 | 2.2% | 4.6% | ||
| Q1 24 | 3.0% | 2.0% |
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.22× | — | ||
| Q2 25 | 1.31× | -0.02× | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 1.52× | -0.48× | ||
| Q3 24 | 1.33× | 1.34× | ||
| Q2 24 | 1.11× | -1.93× | ||
| Q1 24 | 0.41× | 3.79× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALLE
| Products | $750.2M | 73% |
| Allegion International | $237.7M | 23% |
| Services | $45.2M | 4% |
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% |
