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Side-by-side financial comparison of Allegion (ALLE) and CALERES INC (CAL). Click either name above to swap in a different company.
Allegion is the larger business by last-quarter revenue ($1.0B vs $790.1M, roughly 1.3× CALERES INC). Allegion runs the higher net margin — 13.4% vs 0.3%, a 13.1% gap on every dollar of revenue. On growth, Allegion posted the faster year-over-year revenue change (9.7% vs 6.6%). Over the past eight quarters, CALERES INC's revenue compounded faster (6.5% 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...
Caleres Inc. is an American footwear company that owns and operates a variety of footwear brands. Its headquarters is located in Clayton, Missouri, a suburb of St. Louis. The company was founded in 1878 as Bryan, Brown & Company in St. Louis, though it underwent several name changes. The Hamilton-Brown Shoe Company was the largest manufacturer of shoes in America in the early 20th century, but it went bankrupt in June 1939.
ALLE vs CAL — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $790.1M |
| Net Profit | $138.1M | $2.4M |
| Gross Margin | 44.0% | 41.8% |
| Operating Margin | 18.9% | 1.5% |
| Net Margin | 13.4% | 0.3% |
| Revenue YoY | 9.7% | 6.6% |
| Net Profit YoY | -6.8% | -94.2% |
| EPS (diluted) | — | $0.07 |
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 | $790.1M | ||
| Q3 25 | $1.1B | $658.5M | ||
| Q2 25 | $1.0B | $614.2M | ||
| Q1 25 | $941.9M | $639.2M | ||
| Q4 24 | $945.6M | $740.9M | ||
| Q3 24 | $967.1M | $683.3M | ||
| Q2 24 | $965.6M | $659.2M |
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $2.4M | ||
| Q3 25 | $188.4M | $6.7M | ||
| Q2 25 | $159.7M | $6.9M | ||
| Q1 25 | $148.2M | $4.9M | ||
| Q4 24 | $144.1M | $41.4M | ||
| Q3 24 | $174.2M | $30.0M | ||
| Q2 24 | $155.4M | $30.9M |
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | 41.8% | ||
| Q3 25 | 45.8% | 43.4% | ||
| Q2 25 | 45.6% | 45.4% | ||
| Q1 25 | 44.9% | 43.0% | ||
| Q4 24 | 44.1% | 44.1% | ||
| Q3 24 | 44.7% | 45.5% | ||
| Q2 24 | 44.4% | 46.9% |
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 1.5% | ||
| Q3 25 | 21.8% | 1.4% | ||
| Q2 25 | 21.5% | 1.9% | ||
| Q1 25 | 20.9% | 1.2% | ||
| Q4 24 | 19.5% | 7.7% | ||
| Q3 24 | 22.2% | 6.2% | ||
| Q2 24 | 21.6% | 6.5% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | 0.3% | ||
| Q3 25 | 17.6% | 1.0% | ||
| Q2 25 | 15.6% | 1.1% | ||
| Q1 25 | 15.7% | 0.8% | ||
| Q4 24 | 15.2% | 5.6% | ||
| Q3 24 | 18.0% | 4.4% | ||
| Q2 24 | 16.1% | 4.7% |
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $0.07 | ||
| Q3 25 | $2.18 | $0.20 | ||
| Q2 25 | $1.85 | $0.21 | ||
| Q1 25 | $1.71 | $0.17 | ||
| Q4 24 | $1.65 | $1.19 | ||
| Q3 24 | $1.99 | $0.85 | ||
| Q2 24 | $1.77 | $0.88 |
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 | $34.0M |
| Total DebtLower is stronger | $2.0B | — |
| Stockholders' EquityBook value | $2.1B | $616.8M |
| Total Assets | $5.3B | $2.1B |
| Debt / EquityLower = less leverage | 0.97× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $34.0M | ||
| Q3 25 | $302.7M | $191.5M | ||
| Q2 25 | $656.8M | $33.1M | ||
| Q1 25 | $494.5M | $29.6M | ||
| Q4 24 | $503.8M | $33.7M | ||
| Q3 24 | $878.9M | $51.8M | ||
| Q2 24 | $747.5M | $30.7M |
| Q1 26 | $2.0B | — | ||
| 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 | — | ||
| Q4 25 | $2.1B | $616.8M | ||
| Q3 25 | $1.9B | $613.3M | ||
| Q2 25 | $1.8B | $605.2M | ||
| Q1 25 | $1.6B | $599.0M | ||
| Q4 24 | $1.5B | $598.3M | ||
| Q3 24 | $1.6B | $606.1M | ||
| Q2 24 | $1.4B | $570.3M |
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $2.1B | ||
| Q3 25 | $5.2B | $2.2B | ||
| Q2 25 | $4.9B | $1.9B | ||
| Q1 25 | $4.6B | $1.9B | ||
| Q4 24 | $4.5B | $2.0B | ||
| Q3 24 | $5.0B | $2.0B | ||
| Q2 24 | $4.8B | $1.9B |
| 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 | $-1.2M |
| Free Cash FlowOCF − Capex | — | $-12.4M |
| FCF MarginFCF / Revenue | — | -1.6% |
| Capex IntensityCapex / Revenue | 2.0% | 1.4% |
| Cash ConversionOCF / Net Profit | 0.73× | -0.50× |
| TTM Free Cash FlowTrailing 4 quarters | — | $14.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $-1.2M | ||
| Q3 25 | $229.5M | $47.3M | ||
| Q2 25 | $209.7M | $-5.7M | ||
| Q1 25 | $104.5M | $28.7M | ||
| Q4 24 | $219.0M | $-39.8M | ||
| Q3 24 | $231.9M | $79.6M | ||
| Q2 24 | $173.0M | $36.1M |
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $-12.4M | ||
| Q3 25 | $209.8M | $35.0M | ||
| Q2 25 | $192.0M | $-26.2M | ||
| Q1 25 | $83.4M | $18.0M | ||
| Q4 24 | $194.9M | $-57.4M | ||
| Q3 24 | $212.0M | $68.5M | ||
| Q2 24 | $152.1M | $26.3M |
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | -1.6% | ||
| Q3 25 | 19.6% | 5.3% | ||
| Q2 25 | 18.8% | -4.3% | ||
| Q1 25 | 8.9% | 2.8% | ||
| Q4 24 | 20.6% | -7.7% | ||
| Q3 24 | 21.9% | 10.0% | ||
| Q2 24 | 15.8% | 4.0% |
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 1.4% | ||
| Q3 25 | 1.8% | 1.9% | ||
| Q2 25 | 1.7% | 3.3% | ||
| Q1 25 | 2.2% | 1.7% | ||
| Q4 24 | 2.5% | 2.4% | ||
| Q3 24 | 2.1% | 1.6% | ||
| Q2 24 | 2.2% | 1.5% |
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | -0.50× | ||
| Q3 25 | 1.22× | 7.05× | ||
| Q2 25 | 1.31× | -0.81× | ||
| Q1 25 | 0.71× | 5.82× | ||
| Q4 24 | 1.52× | -0.96× | ||
| Q3 24 | 1.33× | 2.66× | ||
| Q2 24 | 1.11× | 1.17× |
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% |
CAL
| Brand Portfolio | $383.7M | 49% |
| Landed Wholesale | $148.1M | 19% |
| Wholesale E Commerce | $75.0M | 9% |
| Ecommerce | $68.8M | 9% |
| Stuart Weitzman Brand | $45.8M | 6% |
| Landed Wholesale Ecommerce Drop Ship | $30.6M | 4% |
| First Cost Wholesale | $14.9M | 2% |
| Clt Brand Solutions | $10.2M | 1% |
| License And Royalty | $2.1M | 0% |
