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Side-by-side financial comparison of Allegion (ALLE) and Calumet, Inc. (CLMT). Click either name above to swap in a different company.
Calumet, Inc. is the larger business by last-quarter revenue ($1.0B vs $1.0B, roughly 1.0× Allegion). Allegion runs the higher net margin — 13.4% vs -3.6%, a 17.0% gap on every dollar of revenue.
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...
Calumet, Inc. is a U.S.-headquartered specialty products firm that manufactures and distributes high-value hydrocarbon and specialty chemical products. Its offerings include specialty oils, lubricants, waxes, and renewable fuel solutions, serving industrial, consumer, and transportation segments across North America.
ALLE vs CLMT — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $1.0B |
| Net Profit | $138.1M | $-37.3M |
| Gross Margin | 44.0% | -0.3% |
| Operating Margin | 18.9% | -6.2% |
| Net Margin | 13.4% | -3.6% |
| Revenue YoY | 9.7% | — |
| Net Profit YoY | -6.8% | — |
| EPS (diluted) | — | $-0.43 |
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 | $1.0B | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $1.0B | $1.0B | ||
| Q1 25 | $941.9M | $993.9M | ||
| Q4 24 | $945.6M | — | ||
| Q3 24 | $967.1M | $1.1B | ||
| Q2 24 | $965.6M | $1.1B |
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $-37.3M | ||
| Q3 25 | $188.4M | $313.4M | ||
| Q2 25 | $159.7M | $-147.9M | ||
| Q1 25 | $148.2M | $-162.0M | ||
| Q4 24 | $144.1M | — | ||
| Q3 24 | $174.2M | $-100.6M | ||
| Q2 24 | $155.4M | $-39.1M |
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | -0.3% | ||
| Q3 25 | 45.8% | 34.7% | ||
| Q2 25 | 45.6% | -4.2% | ||
| Q1 25 | 44.9% | -8.2% | ||
| Q4 24 | 44.1% | — | ||
| Q3 24 | 44.7% | 0.4% | ||
| Q2 24 | 44.4% | 5.6% |
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | -6.2% | ||
| Q3 25 | 21.8% | 30.0% | ||
| Q2 25 | 21.5% | -9.8% | ||
| Q1 25 | 20.9% | -4.9% | ||
| Q4 24 | 19.5% | — | ||
| Q3 24 | 22.2% | -5.2% | ||
| Q2 24 | 21.6% | 0.5% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | -3.6% | ||
| Q3 25 | 17.6% | 29.1% | ||
| Q2 25 | 15.6% | -14.4% | ||
| Q1 25 | 15.7% | -16.3% | ||
| Q4 24 | 15.2% | — | ||
| Q3 24 | 18.0% | -9.1% | ||
| Q2 24 | 16.1% | -3.4% |
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $-0.43 | ||
| Q3 25 | $2.18 | $3.61 | ||
| Q2 25 | $1.85 | $-1.70 | ||
| Q1 25 | $1.71 | $-1.87 | ||
| Q4 24 | $1.65 | — | ||
| Q3 24 | $1.99 | $-1.18 | ||
| Q2 24 | $1.77 | $-0.48 |
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 | $125.1M |
| Total DebtLower is stronger | $2.0B | $2.1B |
| Stockholders' EquityBook value | $2.1B | $-732.7M |
| Total Assets | $5.3B | $2.7B |
| Debt / EquityLower = less leverage | 0.97× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $125.1M | ||
| Q3 25 | $302.7M | $94.6M | ||
| Q2 25 | $656.8M | $110.6M | ||
| Q1 25 | $494.5M | $123.4M | ||
| Q4 24 | $503.8M | — | ||
| Q3 24 | $878.9M | $34.6M | ||
| Q2 24 | $747.5M | $7.0M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $2.1B | ||
| Q3 25 | $2.1B | $2.1B | ||
| Q2 25 | $2.1B | $2.1B | ||
| Q1 25 | $2.0B | $2.3B | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.4B | $1.7B | ||
| Q2 24 | $2.4B | — |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $-732.7M | ||
| Q3 25 | $1.9B | $-695.3M | ||
| Q2 25 | $1.8B | $-1.0B | ||
| Q1 25 | $1.6B | $-862.3M | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.6B | $-672.2M | ||
| Q2 24 | $1.4B | $-566.4M |
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $2.7B | ||
| Q3 25 | $5.2B | $2.7B | ||
| Q2 25 | $4.9B | $2.8B | ||
| Q1 25 | $4.6B | $2.8B | ||
| Q4 24 | $4.5B | — | ||
| Q3 24 | $5.0B | $2.6B | ||
| Q2 24 | $4.8B | $100 |
| 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 | $116.5M |
| Free Cash FlowOCF − Capex | — | $103.8M |
| FCF MarginFCF / Revenue | — | 10.0% |
| Capex IntensityCapex / Revenue | 2.0% | 1.2% |
| Cash ConversionOCF / Net Profit | 0.73× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $56.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $116.5M | ||
| Q3 25 | $229.5M | $23.5M | ||
| Q2 25 | $209.7M | $-1.8M | ||
| Q1 25 | $104.5M | $-29.3M | ||
| Q4 24 | $219.0M | — | ||
| Q3 24 | $231.9M | $-15.5M | ||
| Q2 24 | $173.0M | — |
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $103.8M | ||
| Q3 25 | $209.8M | $15.1M | ||
| Q2 25 | $192.0M | $-15.4M | ||
| Q1 25 | $83.4M | $-46.9M | ||
| Q4 24 | $194.9M | — | ||
| Q3 24 | $212.0M | $-32.2M | ||
| Q2 24 | $152.1M | — |
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 10.0% | ||
| Q3 25 | 19.6% | 1.4% | ||
| Q2 25 | 18.8% | -1.5% | ||
| Q1 25 | 8.9% | -4.7% | ||
| Q4 24 | 20.6% | — | ||
| Q3 24 | 21.9% | -2.9% | ||
| Q2 24 | 15.8% | — |
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 1.2% | ||
| Q3 25 | 1.8% | 0.8% | ||
| Q2 25 | 1.7% | 1.3% | ||
| Q1 25 | 2.2% | 1.8% | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 2.1% | 1.5% | ||
| Q2 24 | 2.2% | 2.2% |
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.22× | 0.07× | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 1.52× | — | ||
| Q3 24 | 1.33× | — | ||
| Q2 24 | 1.11× | — |
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% |
CLMT
| Specialty Products And Solutions | $675.9M | 65% |
| Montana Renewables | $294.2M | 28% |
| Performance Brands | $68.5M | 7% |
