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Side-by-side financial comparison of Allegion (ALLE) and CAVCO INDUSTRIES, INC. (CVCO). Click either name above to swap in a different company.
Allegion is the larger business by last-quarter revenue ($1.0B vs $581.0M, roughly 1.8× CAVCO INDUSTRIES, INC.). Allegion runs the higher net margin — 13.4% vs 7.6%, a 5.8% gap on every dollar of revenue. On growth, CAVCO INDUSTRIES, INC. posted the faster year-over-year revenue change (11.3% vs 9.7%). Over the past eight quarters, CAVCO INDUSTRIES, INC.'s revenue compounded faster (17.6% 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...
Cavco Industries, Inc. is an American company that manufactures modular homes, Recreational vehicle (RVs), vacation cabins, and manufactured homes. The company operates through a network of manufacturing facilities and retail locations across the United States. Cavco is Headquartered in Phoenix, Arizona.
ALLE vs CVCO — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $581.0M |
| Net Profit | $138.1M | $44.1M |
| Gross Margin | 44.0% | 23.4% |
| Operating Margin | 18.9% | 9.4% |
| Net Margin | 13.4% | 7.6% |
| Revenue YoY | 9.7% | 11.3% |
| Net Profit YoY | -6.8% | -22.0% |
| EPS (diluted) | — | $5.58 |
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 | $581.0M | ||
| Q3 25 | $1.1B | $556.5M | ||
| Q2 25 | $1.0B | $556.9M | ||
| Q1 25 | $941.9M | $508.4M | ||
| Q4 24 | $945.6M | $522.0M | ||
| Q3 24 | $967.1M | $507.5M | ||
| Q2 24 | $965.6M | $477.6M |
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $44.1M | ||
| Q3 25 | $188.4M | $52.4M | ||
| Q2 25 | $159.7M | $51.6M | ||
| Q1 25 | $148.2M | $36.3M | ||
| Q4 24 | $144.1M | $56.5M | ||
| Q3 24 | $174.2M | $43.8M | ||
| Q2 24 | $155.4M | $34.4M |
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | 23.4% | ||
| Q3 25 | 45.8% | 24.2% | ||
| Q2 25 | 45.6% | 23.3% | ||
| Q1 25 | 44.9% | 22.8% | ||
| Q4 24 | 44.1% | 24.9% | ||
| Q3 24 | 44.7% | 22.9% | ||
| Q2 24 | 44.4% | 21.7% |
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 9.4% | ||
| Q3 25 | 21.8% | 11.2% | ||
| Q2 25 | 21.5% | 10.8% | ||
| Q1 25 | 20.9% | 7.6% | ||
| Q4 24 | 19.5% | 12.3% | ||
| Q3 24 | 22.2% | 9.7% | ||
| Q2 24 | 21.6% | 8.1% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | 7.6% | ||
| Q3 25 | 17.6% | 9.4% | ||
| Q2 25 | 15.6% | 9.3% | ||
| Q1 25 | 15.7% | 7.1% | ||
| Q4 24 | 15.2% | 10.8% | ||
| Q3 24 | 18.0% | 8.6% | ||
| Q2 24 | 16.1% | 7.2% |
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $5.58 | ||
| Q3 25 | $2.18 | $6.55 | ||
| Q2 25 | $1.85 | $6.42 | ||
| Q1 25 | $1.71 | $4.42 | ||
| Q4 24 | $1.65 | $6.90 | ||
| Q3 24 | $1.99 | $5.28 | ||
| Q2 24 | $1.77 | $4.11 |
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 | $241.9M |
| Total DebtLower is stronger | $2.0B | — |
| Stockholders' EquityBook value | $2.1B | $1.1B |
| Total Assets | $5.3B | $1.5B |
| Debt / EquityLower = less leverage | 0.97× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $241.9M | ||
| Q3 25 | $302.7M | $391.8M | ||
| Q2 25 | $656.8M | $362.4M | ||
| Q1 25 | $494.5M | $376.1M | ||
| Q4 24 | $503.8M | $378.9M | ||
| Q3 24 | $878.9M | $388.7M | ||
| Q2 24 | $747.5M | $380.0M |
| 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 | $1.1B | ||
| Q3 25 | $1.9B | $1.1B | ||
| Q2 25 | $1.8B | $1.1B | ||
| Q1 25 | $1.6B | $1.1B | ||
| Q4 24 | $1.5B | $1.1B | ||
| Q3 24 | $1.6B | $1.0B | ||
| Q2 24 | $1.4B | $1.0B |
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $1.5B | ||
| Q3 25 | $5.2B | $1.4B | ||
| Q2 25 | $4.9B | $1.4B | ||
| Q1 25 | $4.6B | $1.4B | ||
| Q4 24 | $4.5B | $1.4B | ||
| Q3 24 | $5.0B | $1.4B | ||
| Q2 24 | $4.8B | $1.4B |
| 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 | $66.1M |
| Free Cash FlowOCF − Capex | — | $57.6M |
| FCF MarginFCF / Revenue | — | 9.9% |
| Capex IntensityCapex / Revenue | 2.0% | 1.5% |
| Cash ConversionOCF / Net Profit | 0.73× | 1.50× |
| TTM Free Cash FlowTrailing 4 quarters | — | $205.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $66.1M | ||
| Q3 25 | $229.5M | $78.5M | ||
| Q2 25 | $209.7M | $55.5M | ||
| Q1 25 | $104.5M | $38.6M | ||
| Q4 24 | $219.0M | $37.8M | ||
| Q3 24 | $231.9M | $54.7M | ||
| Q2 24 | $173.0M | $47.4M |
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $57.6M | ||
| Q3 25 | $209.8M | $68.7M | ||
| Q2 25 | $192.0M | $46.4M | ||
| Q1 25 | $83.4M | $32.5M | ||
| Q4 24 | $194.9M | $32.3M | ||
| Q3 24 | $212.0M | $49.8M | ||
| Q2 24 | $152.1M | $42.4M |
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 9.9% | ||
| Q3 25 | 19.6% | 12.4% | ||
| Q2 25 | 18.8% | 8.3% | ||
| Q1 25 | 8.9% | 6.4% | ||
| Q4 24 | 20.6% | 6.2% | ||
| Q3 24 | 21.9% | 9.8% | ||
| Q2 24 | 15.8% | 8.9% |
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 1.5% | ||
| Q3 25 | 1.8% | 1.7% | ||
| Q2 25 | 1.7% | 1.6% | ||
| Q1 25 | 2.2% | 1.2% | ||
| Q4 24 | 2.5% | 1.0% | ||
| Q3 24 | 2.1% | 1.0% | ||
| Q2 24 | 2.2% | 1.0% |
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 1.50× | ||
| Q3 25 | 1.22× | 1.50× | ||
| Q2 25 | 1.31× | 1.08× | ||
| Q1 25 | 0.71× | 1.06× | ||
| Q4 24 | 1.52× | 0.67× | ||
| Q3 24 | 1.33× | 1.25× | ||
| Q2 24 | 1.11× | 1.38× |
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% |
CVCO
| Manufactured Product Other | $532.5M | 92% |
| Other | $26.0M | 4% |
| Financial Service Other | $20.5M | 4% |
| Insurance Agency Commissions | $2.0M | 0% |
