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Side-by-side financial comparison of Allegion (ALLE) and BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM). Click either name above to swap in a different company.
Allegion is the larger business by last-quarter revenue ($1.0B vs $733.7M, roughly 1.4× BRIGHT HORIZONS FAMILY SOLUTIONS INC.). On growth, Allegion posted the faster year-over-year revenue change (9.7% vs 8.8%). Over the past eight quarters, BRIGHT HORIZONS FAMILY SOLUTIONS INC.'s revenue compounded faster (8.5% 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...
Bright Horizons Family Solutions Inc. is a United States–based child-care provider and is the largest provider of employer-sponsored child care. It also provides back-up child care and elder care, tuition program management, education advising, and student loan repayment programs. It is headquartered in Newton, Massachusetts.
ALLE vs BFAM — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $733.7M |
| Net Profit | $138.1M | — |
| Gross Margin | 44.0% | 19.3% |
| Operating Margin | 18.9% | 6.2% |
| Net Margin | 13.4% | — |
| Revenue YoY | 9.7% | 8.8% |
| Net Profit YoY | -6.8% | — |
| EPS (diluted) | — | $0.38 |
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 | $733.7M | ||
| Q3 25 | $1.1B | $802.8M | ||
| Q2 25 | $1.0B | $731.6M | ||
| Q1 25 | $941.9M | $665.5M | ||
| Q4 24 | $945.6M | $674.1M | ||
| Q3 24 | $967.1M | $719.1M | ||
| Q2 24 | $965.6M | $670.1M |
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | — | ||
| Q3 25 | $188.4M | $78.6M | ||
| Q2 25 | $159.7M | $54.8M | ||
| Q1 25 | $148.2M | $38.0M | ||
| Q4 24 | $144.1M | — | ||
| Q3 24 | $174.2M | $54.9M | ||
| Q2 24 | $155.4M | $39.2M |
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | 19.3% | ||
| Q3 25 | 45.8% | 27.0% | ||
| Q2 25 | 45.6% | 25.0% | ||
| Q1 25 | 44.9% | 23.4% | ||
| Q4 24 | 44.1% | 20.8% | ||
| Q3 24 | 44.7% | 25.2% | ||
| Q2 24 | 44.4% | 24.2% |
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 6.2% | ||
| Q3 25 | 21.8% | 15.1% | ||
| Q2 25 | 21.5% | 11.8% | ||
| Q1 25 | 20.9% | 9.4% | ||
| Q4 24 | 19.5% | 7.2% | ||
| Q3 24 | 22.2% | 12.4% | ||
| Q2 24 | 21.6% | 10.3% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | — | ||
| Q3 25 | 17.6% | 9.8% | ||
| Q2 25 | 15.6% | 7.5% | ||
| Q1 25 | 15.7% | 5.7% | ||
| Q4 24 | 15.2% | — | ||
| Q3 24 | 18.0% | 7.6% | ||
| Q2 24 | 16.1% | 5.8% |
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $0.38 | ||
| Q3 25 | $2.18 | $1.37 | ||
| Q2 25 | $1.85 | $0.95 | ||
| Q1 25 | $1.71 | $0.66 | ||
| Q4 24 | $1.65 | $0.50 | ||
| Q3 24 | $1.99 | $0.94 | ||
| Q2 24 | $1.77 | $0.67 |
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 | $140.1M |
| Total DebtLower is stronger | $2.0B | $747.6M |
| Stockholders' EquityBook value | $2.1B | $1.3B |
| Total Assets | $5.3B | $3.9B |
| Debt / EquityLower = less leverage | 0.97× | 0.56× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $140.1M | ||
| Q3 25 | $302.7M | $116.6M | ||
| Q2 25 | $656.8M | $179.2M | ||
| Q1 25 | $494.5M | $112.0M | ||
| Q4 24 | $503.8M | $110.3M | ||
| Q3 24 | $878.9M | $109.9M | ||
| Q2 24 | $747.5M | $140.2M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $747.6M | ||
| Q3 25 | $2.1B | $747.5M | ||
| Q2 25 | $2.1B | $797.0M | ||
| Q1 25 | $2.0B | $872.7M | ||
| Q4 24 | $2.0B | $918.4M | ||
| Q3 24 | $2.4B | $925.7M | ||
| Q2 24 | $2.4B | $931.9M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $1.3B | ||
| Q3 25 | $1.9B | $1.4B | ||
| Q2 25 | $1.8B | $1.4B | ||
| Q1 25 | $1.6B | $1.3B | ||
| Q4 24 | $1.5B | $1.3B | ||
| Q3 24 | $1.6B | $1.4B | ||
| Q2 24 | $1.4B | $1.3B |
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $3.9B | ||
| Q3 25 | $5.2B | $3.9B | ||
| Q2 25 | $4.9B | $3.9B | ||
| Q1 25 | $4.6B | $3.8B | ||
| Q4 24 | $4.5B | $3.9B | ||
| Q3 24 | $5.0B | $3.9B | ||
| Q2 24 | $4.8B | $3.8B |
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | 0.56× | ||
| Q3 25 | 1.07× | 0.52× | ||
| Q2 25 | 1.16× | 0.57× | ||
| Q1 25 | 1.24× | 0.66× | ||
| Q4 24 | 1.33× | 0.72× | ||
| Q3 24 | 1.53× | 0.66× | ||
| Q2 24 | 1.69× | 0.73× |
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 | $350.7M |
| Free Cash FlowOCF − Capex | — | $258.5M |
| FCF MarginFCF / Revenue | — | 35.2% |
| Capex IntensityCapex / Revenue | 2.0% | 12.6% |
| Cash ConversionOCF / Net Profit | 0.73× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $402.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $350.7M | ||
| Q3 25 | $229.5M | $-17.6M | ||
| Q2 25 | $209.7M | $134.2M | ||
| Q1 25 | $104.5M | $86.2M | ||
| Q4 24 | $219.0M | $337.5M | ||
| Q3 24 | $231.9M | $-8.9M | ||
| Q2 24 | $173.0M | $109.4M |
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $258.5M | ||
| Q3 25 | $209.8M | $-42.4M | ||
| Q2 25 | $192.0M | $115.4M | ||
| Q1 25 | $83.4M | $70.9M | ||
| Q4 24 | $194.9M | $240.2M | ||
| Q3 24 | $212.0M | $-32.2M | ||
| Q2 24 | $152.1M | $86.8M |
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 35.2% | ||
| Q3 25 | 19.6% | -5.3% | ||
| Q2 25 | 18.8% | 15.8% | ||
| Q1 25 | 8.9% | 10.7% | ||
| Q4 24 | 20.6% | 35.6% | ||
| Q3 24 | 21.9% | -4.5% | ||
| Q2 24 | 15.8% | 13.0% |
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 12.6% | ||
| Q3 25 | 1.8% | 3.1% | ||
| Q2 25 | 1.7% | 2.6% | ||
| Q1 25 | 2.2% | 2.3% | ||
| Q4 24 | 2.5% | 14.4% | ||
| Q3 24 | 2.1% | 3.2% | ||
| Q2 24 | 2.2% | 3.4% |
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.22× | -0.22× | ||
| Q2 25 | 1.31× | 2.45× | ||
| Q1 25 | 0.71× | 2.26× | ||
| Q4 24 | 1.52× | — | ||
| Q3 24 | 1.33× | -0.16× | ||
| Q2 24 | 1.11× | 2.79× |
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% |
BFAM
Segment breakdown not available.
