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Side-by-side financial comparison of Allegion (ALLE) and Bath & Body Works, Inc. (BBWI). Click either name above to swap in a different company.
Bath & Body Works, Inc. is the larger business by last-quarter revenue ($1.6B vs $1.0B, roughly 1.5× Allegion). Allegion runs the higher net margin — 13.4% vs 4.8%, a 8.5% gap on every dollar of revenue. On growth, Allegion posted the faster year-over-year revenue change (9.7% vs -1.0%). Over the past eight quarters, Allegion's revenue compounded faster (3.5% CAGR vs -26.0%).
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...
Bath & Body Works, Inc. is an American specialty retail company based in Columbus, Ohio. It owns Bath & Body Works, posted $7.4 billion in revenue in 2023, and was listed as 481 on the 2024 Fortune 500 list of largest United States companies by revenue.
ALLE vs BBWI — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $1.6B |
| Net Profit | $138.1M | $77.0M |
| Gross Margin | 44.0% | 41.3% |
| Operating Margin | 18.9% | 10.1% |
| Net Margin | 13.4% | 4.8% |
| Revenue YoY | 9.7% | -1.0% |
| Net Profit YoY | -6.8% | -27.4% |
| EPS (diluted) | — | $0.37 |
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 | — | ||
| Q4 25 | $1.0B | $1.6B | ||
| Q3 25 | $1.1B | $1.5B | ||
| Q2 25 | $1.0B | $1.4B | ||
| Q1 25 | $941.9M | $2.8B | ||
| Q4 24 | $945.6M | $1.6B | ||
| Q3 24 | $967.1M | $1.5B | ||
| Q2 24 | $965.6M | $1.4B |
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $77.0M | ||
| Q3 25 | $188.4M | $64.0M | ||
| Q2 25 | $159.7M | $105.0M | ||
| Q1 25 | $148.2M | $453.0M | ||
| Q4 24 | $144.1M | $106.0M | ||
| Q3 24 | $174.2M | $152.0M | ||
| Q2 24 | $155.4M | $87.0M |
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | 41.3% | ||
| Q3 25 | 45.8% | 41.3% | ||
| Q2 25 | 45.6% | 45.4% | ||
| Q1 25 | 44.9% | 46.7% | ||
| Q4 24 | 44.1% | 43.5% | ||
| Q3 24 | 44.7% | 41.0% | ||
| Q2 24 | 44.4% | 43.8% |
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 10.1% | ||
| Q3 25 | 21.8% | 10.1% | ||
| Q2 25 | 21.5% | 14.7% | ||
| Q1 25 | 20.9% | 24.3% | ||
| Q4 24 | 19.5% | 13.5% | ||
| Q3 24 | 22.2% | 12.0% | ||
| Q2 24 | 21.6% | 13.5% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | 4.8% | ||
| Q3 25 | 17.6% | 4.1% | ||
| Q2 25 | 15.6% | 7.4% | ||
| Q1 25 | 15.7% | 16.3% | ||
| Q4 24 | 15.2% | 6.6% | ||
| Q3 24 | 18.0% | 10.0% | ||
| Q2 24 | 16.1% | 6.3% |
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $0.37 | ||
| Q3 25 | $2.18 | $0.30 | ||
| Q2 25 | $1.85 | $0.49 | ||
| Q1 25 | $1.71 | $2.06 | ||
| Q4 24 | $1.65 | $0.49 | ||
| Q3 24 | $1.99 | $0.68 | ||
| Q2 24 | $1.77 | $0.38 |
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 | $236.0M |
| Total DebtLower is stronger | $2.0B | $3.9B |
| Stockholders' EquityBook value | $2.1B | $-1.6B |
| Total Assets | $5.3B | $5.0B |
| Debt / EquityLower = less leverage | 0.97× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $236.0M | ||
| Q3 25 | $302.7M | $364.0M | ||
| Q2 25 | $656.8M | $636.0M | ||
| Q1 25 | $494.5M | $674.0M | ||
| Q4 24 | $503.8M | $191.0M | ||
| Q3 24 | $878.9M | $514.0M | ||
| Q2 24 | $747.5M | $855.0M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $3.9B | ||
| Q3 25 | $2.1B | $3.9B | ||
| Q2 25 | $2.1B | $3.9B | ||
| Q1 25 | $2.0B | $3.9B | ||
| Q4 24 | $2.0B | $4.2B | ||
| Q3 24 | $2.4B | $4.2B | ||
| Q2 24 | $2.4B | $4.3B |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $-1.6B | ||
| Q3 25 | $1.9B | $-1.5B | ||
| Q2 25 | $1.8B | $-1.5B | ||
| Q1 25 | $1.6B | $-1.4B | ||
| Q4 24 | $1.5B | $-1.7B | ||
| Q3 24 | $1.6B | $-1.7B | ||
| Q2 24 | $1.4B | $-1.7B |
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $5.0B | ||
| Q3 25 | $5.2B | $4.8B | ||
| Q2 25 | $4.9B | $4.9B | ||
| Q1 25 | $4.6B | $4.9B | ||
| Q4 24 | $4.5B | $5.0B | ||
| Q3 24 | $5.0B | $4.9B | ||
| Q2 24 | $4.8B | $5.2B |
| Q1 26 | 0.97× | — | ||
| 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 | $80.0M |
| Free Cash FlowOCF − Capex | — | $-1.0M |
| FCF MarginFCF / Revenue | — | -0.1% |
| Capex IntensityCapex / Revenue | 2.0% | 5.1% |
| Cash ConversionOCF / Net Profit | 0.73× | 1.04× |
| TTM Free Cash FlowTrailing 4 quarters | — | $946.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $80.0M | ||
| Q3 25 | $229.5M | $-43.0M | ||
| Q2 25 | $209.7M | $188.0M | ||
| Q1 25 | $104.5M | $955.0M | ||
| Q4 24 | $219.0M | $-99.0M | ||
| Q3 24 | $231.9M | $-46.0M | ||
| Q2 24 | $173.0M | $76.0M |
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $-1.0M | ||
| Q3 25 | $209.8M | $-99.0M | ||
| Q2 25 | $192.0M | $151.0M | ||
| Q1 25 | $83.4M | $895.0M | ||
| Q4 24 | $194.9M | $-164.0M | ||
| Q3 24 | $212.0M | $-101.0M | ||
| Q2 24 | $152.1M | $30.0M |
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | -0.1% | ||
| Q3 25 | 19.6% | -6.4% | ||
| Q2 25 | 18.8% | 10.6% | ||
| Q1 25 | 8.9% | 32.1% | ||
| Q4 24 | 20.6% | -10.2% | ||
| Q3 24 | 21.9% | -6.6% | ||
| Q2 24 | 15.8% | 2.2% |
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 5.1% | ||
| Q3 25 | 1.8% | 3.6% | ||
| Q2 25 | 1.7% | 2.6% | ||
| Q1 25 | 2.2% | 2.2% | ||
| Q4 24 | 2.5% | 4.0% | ||
| Q3 24 | 2.1% | 3.6% | ||
| Q2 24 | 2.2% | 3.3% |
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 1.04× | ||
| Q3 25 | 1.22× | -0.67× | ||
| Q2 25 | 1.31× | 1.79× | ||
| Q1 25 | 0.71× | 2.11× | ||
| Q4 24 | 1.52× | -0.93× | ||
| Q3 24 | 1.33× | -0.30× | ||
| Q2 24 | 1.11× | 0.87× |
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% |
BBWI
| Bath Body Works Stores | $1.2B | 77% |
| Bath Body Works Direct | $299.0M | 19% |
| Bath Body Works International | $73.0M | 5% |
