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Side-by-side financial comparison of Allegion (ALLE) and ACUITY INC. (DE) (AYI). Click either name above to swap in a different company.
ACUITY INC. (DE) is the larger business by last-quarter revenue ($1.1B vs $1.0B, roughly 1.0× Allegion). Allegion runs the higher net margin — 13.4% vs 9.2%, a 4.2% gap on every dollar of revenue. On growth, Allegion posted the faster year-over-year revenue change (9.7% vs 4.9%). Over the past eight quarters, ACUITY INC. (DE)'s revenue compounded faster (4.4% CAGR vs 3.5%).
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...
Squarespace, Inc. is an American website building and hosting company based in New York City. It provides software as a service for website building and hosting, and allows users to use pre-built website templates and drag-and-drop elements to create and modify webpages.
ALLE vs AYI — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $1.1B |
| Net Profit | $138.1M | $96.8M |
| Gross Margin | 44.0% | 49.3% |
| Operating Margin | 18.9% | 12.6% |
| Net Margin | 13.4% | 9.2% |
| Revenue YoY | 9.7% | 4.9% |
| Net Profit YoY | -6.8% | 24.9% |
| EPS (diluted) | — | $3.09 |
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 | $1.0B | $1.1B | ||
| Q4 25 | $1.0B | $1.1B | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $941.9M | $1.0B | ||
| Q4 24 | $945.6M | $951.6M | ||
| Q3 24 | $967.1M | $1.0B | ||
| Q2 24 | $965.6M | $968.1M |
| Q1 26 | $138.1M | $96.8M | ||
| Q4 25 | $147.5M | $120.5M | ||
| Q3 25 | $188.4M | $114.0M | ||
| Q2 25 | $159.7M | $98.4M | ||
| Q1 25 | $148.2M | $77.5M | ||
| Q4 24 | $144.1M | $106.7M | ||
| Q3 24 | $174.2M | $118.9M | ||
| Q2 24 | $155.4M | $113.9M |
| Q1 26 | 44.0% | 49.3% | ||
| Q4 25 | 44.5% | 48.4% | ||
| Q3 25 | 45.8% | 48.9% | ||
| Q2 25 | 45.6% | 48.4% | ||
| Q1 25 | 44.9% | 46.5% | ||
| Q4 24 | 44.1% | 47.2% | ||
| Q3 24 | 44.7% | 47.3% | ||
| Q2 24 | 44.4% | 46.7% |
| Q1 26 | 18.9% | 12.6% | ||
| Q4 25 | 20.3% | 14.0% | ||
| Q3 25 | 21.8% | 14.9% | ||
| Q2 25 | 21.5% | 11.9% | ||
| Q1 25 | 20.9% | 11.0% | ||
| Q4 24 | 19.5% | 14.0% | ||
| Q3 24 | 22.2% | 15.2% | ||
| Q2 24 | 21.6% | 15.0% |
| Q1 26 | 13.4% | 9.2% | ||
| Q4 25 | 14.3% | 10.5% | ||
| Q3 25 | 17.6% | 9.4% | ||
| Q2 25 | 15.6% | 8.3% | ||
| Q1 25 | 15.7% | 7.7% | ||
| Q4 24 | 15.2% | 11.2% | ||
| Q3 24 | 18.0% | 11.5% | ||
| Q2 24 | 16.1% | 11.8% |
| Q1 26 | — | $3.09 | ||
| Q4 25 | $1.70 | $3.82 | ||
| Q3 25 | $2.18 | $3.61 | ||
| Q2 25 | $1.85 | $3.12 | ||
| Q1 25 | $1.71 | $2.45 | ||
| Q4 24 | $1.65 | $3.35 | ||
| Q3 24 | $1.99 | $3.77 | ||
| Q2 24 | $1.77 | $3.62 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $308.9M | $272.5M |
| Total DebtLower is stronger | $2.0B | $697.1M |
| Stockholders' EquityBook value | $2.1B | $2.8B |
| Total Assets | $5.3B | $4.6B |
| Debt / EquityLower = less leverage | 0.97× | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $308.9M | $272.5M | ||
| Q4 25 | $356.2M | $376.1M | ||
| Q3 25 | $302.7M | $422.5M | ||
| Q2 25 | $656.8M | $371.8M | ||
| Q1 25 | $494.5M | $397.9M | ||
| Q4 24 | $503.8M | $935.6M | ||
| Q3 24 | $878.9M | $845.8M | ||
| Q2 24 | $747.5M | $699.0M |
| Q1 26 | $2.0B | $697.1M | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | — |
| Q1 26 | $2.1B | $2.8B | ||
| Q4 25 | $2.1B | $2.8B | ||
| Q3 25 | $1.9B | $2.7B | ||
| Q2 25 | $1.8B | $2.6B | ||
| Q1 25 | $1.6B | $2.5B | ||
| Q4 24 | $1.5B | $2.5B | ||
| Q3 24 | $1.6B | $2.4B | ||
| Q2 24 | $1.4B | $2.3B |
| Q1 26 | $5.3B | $4.6B | ||
| Q4 25 | $5.2B | $4.7B | ||
| Q3 25 | $5.2B | $4.8B | ||
| Q2 25 | $4.9B | $4.6B | ||
| Q1 25 | $4.6B | $4.6B | ||
| Q4 24 | $4.5B | $3.9B | ||
| Q3 24 | $5.0B | $3.8B | ||
| Q2 24 | $4.8B | $3.6B |
| Q1 26 | 0.97× | 0.25× | ||
| Q4 25 | 0.96× | — | ||
| Q3 25 | 1.07× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.24× | — | ||
| Q4 24 | 1.33× | — | ||
| Q3 24 | 1.53× | — | ||
| Q2 24 | 1.69× | — |
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 | $101.3M | $229.9M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | 2.0% | — |
| Cash ConversionOCF / Net Profit | 0.73× | 2.38× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $101.3M | $229.9M | ||
| Q4 25 | $240.1M | $140.8M | ||
| Q3 25 | $229.5M | $202.5M | ||
| Q2 25 | $209.7M | $207.3M | ||
| Q1 25 | $104.5M | $59.4M | ||
| Q4 24 | $219.0M | $132.2M | ||
| Q3 24 | $231.9M | $174.1M | ||
| Q2 24 | $173.0M | $152.5M |
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $114.8M | ||
| Q3 25 | $209.8M | $177.7M | ||
| Q2 25 | $192.0M | $192.3M | ||
| Q1 25 | $83.4M | $49.7M | ||
| Q4 24 | $194.9M | $113.3M | ||
| Q3 24 | $212.0M | $151.1M | ||
| Q2 24 | $152.1M | $140.5M |
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 10.0% | ||
| Q3 25 | 19.6% | 14.7% | ||
| Q2 25 | 18.8% | 16.3% | ||
| Q1 25 | 8.9% | 4.9% | ||
| Q4 24 | 20.6% | 11.9% | ||
| Q3 24 | 21.9% | 14.6% | ||
| Q2 24 | 15.8% | 14.5% |
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 2.3% | ||
| Q3 25 | 1.8% | 2.1% | ||
| Q2 25 | 1.7% | 1.3% | ||
| Q1 25 | 2.2% | 1.0% | ||
| Q4 24 | 2.5% | 2.0% | ||
| Q3 24 | 2.1% | 2.2% | ||
| Q2 24 | 2.2% | 1.2% |
| Q1 26 | 0.73× | 2.38× | ||
| Q4 25 | 1.63× | 1.17× | ||
| Q3 25 | 1.22× | 1.78× | ||
| Q2 25 | 1.31× | 2.11× | ||
| Q1 25 | 0.71× | 0.77× | ||
| Q4 24 | 1.52× | 1.24× | ||
| Q3 24 | 1.33× | 1.46× | ||
| Q2 24 | 1.11× | 1.34× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALLE
| Allegion Americas | $809.9M | 78% |
| Allegion International | $223.7M | 22% |
AYI
Segment breakdown not available.
