vs
Side-by-side financial comparison of Allegion (ALLE) and BWX Technologies, Inc. (BWXT). Click either name above to swap in a different company.
Allegion is the larger business by last-quarter revenue ($1.0B vs $885.8M, roughly 1.2× BWX Technologies, Inc.). Allegion runs the higher net margin — 14.3% vs 10.5%, a 3.8% gap on every dollar of revenue. On growth, BWX Technologies, Inc. posted the faster year-over-year revenue change (18.7% vs 9.3%). Allegion produced more free cash flow last quarter ($200.5M vs $56.8M). Over the past eight quarters, BWX Technologies, Inc.'s revenue compounded faster (21.1% 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...
BWX Technologies, Inc. is a company headquartered in Lynchburg, Virginia that supplies nuclear components and fuel internationally.
ALLE vs BWXT — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $885.8M |
| Net Profit | $147.5M | $93.0M |
| Gross Margin | 44.5% | — |
| Operating Margin | 20.3% | 10.4% |
| Net Margin | 14.3% | 10.5% |
| Revenue YoY | 9.3% | 18.7% |
| Net Profit YoY | 2.4% | 30.9% |
| EPS (diluted) | $1.70 | $1.02 |
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 | $885.8M | ||
| Q3 25 | $1.1B | $866.3M | ||
| Q2 25 | $1.0B | $764.0M | ||
| Q1 25 | $941.9M | $682.3M | ||
| Q4 24 | $945.6M | $746.3M | ||
| Q3 24 | $967.1M | $672.0M | ||
| Q2 24 | $965.6M | $681.5M | ||
| Q1 24 | $893.9M | $604.0M |
| Q4 25 | $147.5M | $93.0M | ||
| Q3 25 | $188.4M | $82.1M | ||
| Q2 25 | $159.7M | $78.4M | ||
| Q1 25 | $148.2M | $75.5M | ||
| Q4 24 | $144.1M | $71.0M | ||
| Q3 24 | $174.2M | $69.5M | ||
| Q2 24 | $155.4M | $73.0M | ||
| Q1 24 | $123.8M | $68.5M |
| Q4 25 | 44.5% | — | ||
| Q3 25 | 45.8% | 21.8% | ||
| Q2 25 | 45.6% | 25.1% | ||
| Q1 25 | 44.9% | 24.2% | ||
| Q4 24 | 44.1% | — | ||
| Q3 24 | 44.7% | 24.4% | ||
| Q2 24 | 44.4% | 24.7% | ||
| Q1 24 | 43.8% | 24.6% |
| Q4 25 | 20.3% | 10.4% | ||
| Q3 25 | 21.8% | 13.1% | ||
| Q2 25 | 21.5% | 13.4% | ||
| Q1 25 | 20.9% | 14.2% | ||
| Q4 24 | 19.5% | 12.4% | ||
| Q3 24 | 22.2% | 14.4% | ||
| Q2 24 | 21.6% | 14.5% | ||
| Q1 24 | 19.3% | 15.4% |
| Q4 25 | 14.3% | 10.5% | ||
| Q3 25 | 17.6% | 9.5% | ||
| Q2 25 | 15.6% | 10.3% | ||
| Q1 25 | 15.7% | 11.1% | ||
| Q4 24 | 15.2% | 9.5% | ||
| Q3 24 | 18.0% | 10.3% | ||
| Q2 24 | 16.1% | 10.7% | ||
| Q1 24 | 13.8% | 11.3% |
| Q4 25 | $1.70 | $1.02 | ||
| Q3 25 | $2.18 | $0.89 | ||
| Q2 25 | $1.85 | $0.85 | ||
| Q1 25 | $1.71 | $0.82 | ||
| Q4 24 | $1.65 | $0.77 | ||
| Q3 24 | $1.99 | $0.76 | ||
| Q2 24 | $1.77 | $0.79 | ||
| Q1 24 | $1.41 | $0.75 |
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 | $499.8M |
| Total DebtLower is stronger | $2.0B | — |
| Stockholders' EquityBook value | $2.1B | $1.2B |
| Total Assets | $5.2B | $4.3B |
| Debt / EquityLower = less leverage | 0.96× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $356.2M | $499.8M | ||
| Q3 25 | $302.7M | $79.6M | ||
| Q2 25 | $656.8M | $37.0M | ||
| Q1 25 | $494.5M | $55.4M | ||
| Q4 24 | $503.8M | $74.1M | ||
| Q3 24 | $878.9M | $35.5M | ||
| Q2 24 | $747.5M | $48.3M | ||
| Q1 24 | $391.8M | $45.9M |
| 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 24 | $2.0B | — |
| Q4 25 | $2.1B | $1.2B | ||
| Q3 25 | $1.9B | $1.2B | ||
| Q2 25 | $1.8B | $1.2B | ||
| Q1 25 | $1.6B | $1.1B | ||
| Q4 24 | $1.5B | $1.1B | ||
| Q3 24 | $1.6B | $1.1B | ||
| Q2 24 | $1.4B | $998.5M | ||
| Q1 24 | $1.4B | $946.2M |
| Q4 25 | $5.2B | $4.3B | ||
| Q3 25 | $5.2B | $3.8B | ||
| Q2 25 | $4.9B | $3.7B | ||
| Q1 25 | $4.6B | $3.1B | ||
| Q4 24 | $4.5B | $2.9B | ||
| Q3 24 | $5.0B | $2.9B | ||
| Q2 24 | $4.8B | $2.8B | ||
| Q1 24 | $4.3B | $2.8B |
| 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× | — | ||
| Q1 24 | 1.49× | — |
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 | $127.0M |
| Free Cash FlowOCF − Capex | $200.5M | $56.8M |
| FCF MarginFCF / Revenue | 19.4% | 6.4% |
| Capex IntensityCapex / Revenue | 3.8% | 7.9% |
| Cash ConversionOCF / Net Profit | 1.63× | 1.37× |
| TTM Free Cash FlowTrailing 4 quarters | $685.7M | $295.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $240.1M | $127.0M | ||
| Q3 25 | $229.5M | $143.2M | ||
| Q2 25 | $209.7M | $159.0M | ||
| Q1 25 | $104.5M | $50.6M | ||
| Q4 24 | $219.0M | $276.9M | ||
| Q3 24 | $231.9M | $32.6M | ||
| Q2 24 | $173.0M | $65.9M | ||
| Q1 24 | $51.1M | $33.0M |
| Q4 25 | $200.5M | $56.8M | ||
| Q3 25 | $209.8M | $94.9M | ||
| Q2 25 | $192.0M | $126.3M | ||
| Q1 25 | $83.4M | $17.3M | ||
| Q4 24 | $194.9M | $224.4M | ||
| Q3 24 | $212.0M | $-7.7M | ||
| Q2 24 | $152.1M | $35.5M | ||
| Q1 24 | $23.9M | $2.6M |
| Q4 25 | 19.4% | 6.4% | ||
| Q3 25 | 19.6% | 11.0% | ||
| Q2 25 | 18.8% | 16.5% | ||
| Q1 25 | 8.9% | 2.5% | ||
| Q4 24 | 20.6% | 30.1% | ||
| Q3 24 | 21.9% | -1.1% | ||
| Q2 24 | 15.8% | 5.2% | ||
| Q1 24 | 2.7% | 0.4% |
| Q4 25 | 3.8% | 7.9% | ||
| Q3 25 | 1.8% | 5.6% | ||
| Q2 25 | 1.7% | 4.3% | ||
| Q1 25 | 2.2% | 4.9% | ||
| Q4 24 | 2.5% | 7.0% | ||
| Q3 24 | 2.1% | 6.0% | ||
| Q2 24 | 2.2% | 4.5% | ||
| Q1 24 | 3.0% | 5.0% |
| Q4 25 | 1.63× | 1.37× | ||
| Q3 25 | 1.22× | 1.74× | ||
| Q2 25 | 1.31× | 2.03× | ||
| Q1 25 | 0.71× | 0.67× | ||
| Q4 24 | 1.52× | 3.90× | ||
| Q3 24 | 1.33× | 0.47× | ||
| Q2 24 | 1.11× | 0.90× | ||
| Q1 24 | 0.41× | 0.48× |
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% |
BWXT
| Nuclear Component Program | $436.4M | 49% |
| Nuclear Manufacturing | $134.8M | 15% |
| Cost Plus Fee | $116.1M | 13% |
| Uranium And Nuclear Services | $103.8M | 12% |
| Commercial Operations | $49.0M | 6% |
| Commercial Operations Segment | $33.7M | 4% |
| Transferred At Point In Time | $1.3M | 0% |
