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Side-by-side financial comparison of Allegion (ALLE) and BlueLinx Holdings Inc. (BXC). Click either name above to swap in a different company.
Allegion is the larger business by last-quarter revenue ($1.0B vs $748.9M, roughly 1.4× BlueLinx Holdings Inc.). Allegion runs the higher net margin — 13.4% vs 0.2%, a 13.1% gap on every dollar of revenue. On growth, Allegion posted the faster year-over-year revenue change (9.7% vs 0.2%). Over the past eight quarters, Allegion's revenue compounded faster (3.5% CAGR vs 2.5%).
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...
BlueLinx Holdings Inc. is a wholesale distributor of building and industrial products in the United States. Headquartered in Atlanta, Georgia, Shyam Reddy serves as its President and CEO.
ALLE vs BXC — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $748.9M |
| Net Profit | $138.1M | $1.7M |
| Gross Margin | 44.0% | 14.4% |
| Operating Margin | 18.9% | 1.3% |
| Net Margin | 13.4% | 0.2% |
| Revenue YoY | 9.7% | 0.2% |
| Net Profit YoY | -6.8% | -89.7% |
| EPS (diluted) | — | $0.20 |
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 | — | ||
| Q3 25 | $1.1B | $748.9M | ||
| Q2 25 | $1.0B | $780.1M | ||
| Q1 25 | $941.9M | $709.2M | ||
| Q4 24 | $945.6M | $710.6M | ||
| Q3 24 | $967.1M | $747.3M | ||
| Q2 24 | $965.6M | $768.4M |
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | — | ||
| Q3 25 | $188.4M | $1.7M | ||
| Q2 25 | $159.7M | $4.3M | ||
| Q1 25 | $148.2M | $2.8M | ||
| Q4 24 | $144.1M | — | ||
| Q3 24 | $174.2M | $16.0M | ||
| Q2 24 | $155.4M | $14.3M |
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | — | ||
| Q3 25 | 45.8% | 14.4% | ||
| Q2 25 | 45.6% | 15.3% | ||
| Q1 25 | 44.9% | 15.7% | ||
| Q4 24 | 44.1% | 15.9% | ||
| Q3 24 | 44.7% | 16.8% | ||
| Q2 24 | 44.4% | 15.9% |
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | — | ||
| Q3 25 | 21.8% | 1.3% | ||
| Q2 25 | 21.5% | 1.9% | ||
| Q1 25 | 20.9% | 1.5% | ||
| Q4 24 | 19.5% | 1.7% | ||
| Q3 24 | 22.2% | 3.2% | ||
| Q2 24 | 21.6% | 3.1% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | — | ||
| Q3 25 | 17.6% | 0.2% | ||
| Q2 25 | 15.6% | 0.6% | ||
| Q1 25 | 15.7% | 0.4% | ||
| Q4 24 | 15.2% | — | ||
| Q3 24 | 18.0% | 2.1% | ||
| Q2 24 | 16.1% | 1.9% |
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | — | ||
| Q3 25 | $2.18 | $0.20 | ||
| Q2 25 | $1.85 | $0.54 | ||
| Q1 25 | $1.71 | $0.33 | ||
| Q4 24 | $1.65 | $0.67 | ||
| Q3 24 | $1.99 | $1.87 | ||
| Q2 24 | $1.77 | $1.65 |
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 | $429.4M |
| Total DebtLower is stronger | $2.0B | $598.5M |
| Stockholders' EquityBook value | $2.1B | $623.0M |
| Total Assets | $5.3B | $1.6B |
| Debt / EquityLower = less leverage | 0.97× | 0.96× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | — | ||
| Q3 25 | $302.7M | $429.4M | ||
| Q2 25 | $656.8M | $386.8M | ||
| Q1 25 | $494.5M | $449.0M | ||
| Q4 24 | $503.8M | $505.6M | ||
| Q3 24 | $878.9M | $526.3M | ||
| Q2 24 | $747.5M | $491.4M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.1B | $598.5M | ||
| Q2 25 | $2.1B | $596.4M | ||
| Q1 25 | $2.0B | $596.6M | ||
| Q4 24 | $2.0B | $575.1M | ||
| Q3 24 | $2.4B | $576.0M | ||
| Q2 24 | $2.4B | $574.6M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | — | ||
| Q3 25 | $1.9B | $623.0M | ||
| Q2 25 | $1.8B | $621.3M | ||
| Q1 25 | $1.6B | $636.1M | ||
| Q4 24 | $1.5B | $646.4M | ||
| Q3 24 | $1.6B | $655.6M | ||
| Q2 24 | $1.4B | $652.3M |
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | — | ||
| Q3 25 | $5.2B | $1.6B | ||
| Q2 25 | $4.9B | $1.6B | ||
| Q1 25 | $4.6B | $1.6B | ||
| Q4 24 | $4.5B | $1.6B | ||
| Q3 24 | $5.0B | $1.6B | ||
| Q2 24 | $4.8B | $1.6B |
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | — | ||
| Q3 25 | 1.07× | 0.96× | ||
| Q2 25 | 1.16× | 0.96× | ||
| Q1 25 | 1.24× | 0.94× | ||
| Q4 24 | 1.33× | 0.89× | ||
| Q3 24 | 1.53× | 0.88× | ||
| Q2 24 | 1.69× | 0.88× |
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 | $58.6M |
| Free Cash FlowOCF − Capex | — | $52.7M |
| FCF MarginFCF / Revenue | — | 7.0% |
| Capex IntensityCapex / Revenue | 2.0% | 0.8% |
| Cash ConversionOCF / Net Profit | 0.73× | 35.42× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-25.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | — | ||
| Q3 25 | $229.5M | $58.6M | ||
| Q2 25 | $209.7M | $-26.8M | ||
| Q1 25 | $104.5M | $-33.9M | ||
| Q4 24 | $219.0M | $18.7M | ||
| Q3 24 | $231.9M | $61.8M | ||
| Q2 24 | $173.0M | $35.8M |
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | — | ||
| Q3 25 | $209.8M | $52.7M | ||
| Q2 25 | $192.0M | $-36.4M | ||
| Q1 25 | $83.4M | $-39.8M | ||
| Q4 24 | $194.9M | $-1.5M | ||
| Q3 24 | $212.0M | $53.8M | ||
| Q2 24 | $152.1M | $29.3M |
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | — | ||
| Q3 25 | 19.6% | 7.0% | ||
| Q2 25 | 18.8% | -4.7% | ||
| Q1 25 | 8.9% | -5.6% | ||
| Q4 24 | 20.6% | -0.2% | ||
| Q3 24 | 21.9% | 7.2% | ||
| Q2 24 | 15.8% | 3.8% |
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | — | ||
| Q3 25 | 1.8% | 0.8% | ||
| Q2 25 | 1.7% | 1.2% | ||
| Q1 25 | 2.2% | 0.8% | ||
| Q4 24 | 2.5% | 2.9% | ||
| Q3 24 | 2.1% | 1.1% | ||
| Q2 24 | 2.2% | 0.8% |
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.22× | 35.42× | ||
| Q2 25 | 1.31× | -6.21× | ||
| Q1 25 | 0.71× | -12.09× | ||
| Q4 24 | 1.52× | — | ||
| Q3 24 | 1.33× | 3.86× | ||
| Q2 24 | 1.11× | 2.50× |
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% |
BXC
| Specialty Products | $525.5M | 70% |
| Structural Products | $223.4M | 30% |
