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Side-by-side financial comparison of Allegion (ALLE) and Driven Brands Holdings Inc. (DRVN). Click either name above to swap in a different company.
Allegion is the larger business by last-quarter revenue ($1.0B vs $535.7M, roughly 1.9× Driven Brands Holdings Inc.). Allegion runs the higher net margin — 13.4% vs 11.4%, a 2.0% 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, Allegion's revenue compounded faster (3.5% CAGR vs -4.0%).
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...
Standard Brands was a packaged foods company, formed in 1929 by J. P. Morgan & Co. with the merger of:Fleischmann Company Royal Baking Powder Company E. W. Gillett Company of Canada (1929) - Toronto-based baking goods company founded by P. W. Gillett in 1852 Widlar Food Products Company Chase & Sanborn Coffee Company
ALLE vs DRVN — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $535.7M |
| Net Profit | $138.1M | $60.9M |
| Gross Margin | 44.0% | — |
| Operating Margin | 18.9% | 11.6% |
| Net Margin | 13.4% | 11.4% |
| Revenue YoY | 9.7% | 6.6% |
| Net Profit YoY | -6.8% | 507.2% |
| EPS (diluted) | — | $0.37 |
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 | $535.7M | ||
| Q2 25 | $1.0B | $551.0M | ||
| Q1 25 | $941.9M | $516.2M | ||
| Q4 24 | $945.6M | $836.5M | ||
| Q3 24 | $967.1M | $502.3M | ||
| Q2 24 | $965.6M | $518.8M |
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | — | ||
| Q3 25 | $188.4M | $60.9M | ||
| Q2 25 | $159.7M | $47.6M | ||
| Q1 25 | $148.2M | $5.5M | ||
| Q4 24 | $144.1M | $-312.0M | ||
| Q3 24 | $174.2M | $-14.9M | ||
| Q2 24 | $155.4M | $30.2M |
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | — | ||
| Q3 25 | 45.8% | — | ||
| Q2 25 | 45.6% | — | ||
| Q1 25 | 44.9% | — | ||
| Q4 24 | 44.1% | — | ||
| Q3 24 | 44.7% | — | ||
| Q2 24 | 44.4% | — |
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | — | ||
| Q3 25 | 21.8% | 11.6% | ||
| Q2 25 | 21.5% | 6.9% | ||
| Q1 25 | 20.9% | 11.9% | ||
| Q4 24 | 19.5% | -41.6% | ||
| Q3 24 | 22.2% | 9.9% | ||
| Q2 24 | 21.6% | 17.4% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | — | ||
| Q3 25 | 17.6% | 11.4% | ||
| Q2 25 | 15.6% | 8.6% | ||
| Q1 25 | 15.7% | 1.1% | ||
| Q4 24 | 15.2% | -37.3% | ||
| Q3 24 | 18.0% | -3.0% | ||
| Q2 24 | 16.1% | 5.8% |
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | — | ||
| Q3 25 | $2.18 | $0.37 | ||
| Q2 25 | $1.85 | $0.29 | ||
| Q1 25 | $1.71 | $0.04 | ||
| Q4 24 | $1.65 | $-1.93 | ||
| Q3 24 | $1.99 | $-0.09 | ||
| Q2 24 | $1.77 | $0.18 |
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 | $162.0M |
| Total DebtLower is stronger | $2.0B | $1.9B |
| Stockholders' EquityBook value | $2.1B | $793.5M |
| Total Assets | $5.3B | $4.2B |
| Debt / EquityLower = less leverage | 0.97× | 2.44× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | — | ||
| Q3 25 | $302.7M | $162.0M | ||
| Q2 25 | $656.8M | $166.1M | ||
| Q1 25 | $494.5M | $152.0M | ||
| Q4 24 | $503.8M | $149.6M | ||
| Q3 24 | $878.9M | $204.2M | ||
| Q2 24 | $747.5M | $148.8M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.1B | $1.9B | ||
| Q2 25 | $2.1B | $2.1B | ||
| Q1 25 | $2.0B | $2.6B | ||
| Q4 24 | $2.0B | $2.7B | ||
| Q3 24 | $2.4B | $2.7B | ||
| Q2 24 | $2.4B | $2.9B |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | — | ||
| Q3 25 | $1.9B | $793.5M | ||
| Q2 25 | $1.8B | $743.4M | ||
| Q1 25 | $1.6B | $643.2M | ||
| Q4 24 | $1.5B | $607.3M | ||
| Q3 24 | $1.6B | $962.8M | ||
| Q2 24 | $1.4B | $942.8M |
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | — | ||
| Q3 25 | $5.2B | $4.2B | ||
| Q2 25 | $4.9B | $4.3B | ||
| Q1 25 | $4.6B | $5.3B | ||
| Q4 24 | $4.5B | $5.3B | ||
| Q3 24 | $5.0B | $5.8B | ||
| Q2 24 | $4.8B | $5.8B |
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | — | ||
| Q3 25 | 1.07× | 2.44× | ||
| Q2 25 | 1.16× | 2.82× | ||
| Q1 25 | 1.24× | 4.07× | ||
| Q4 24 | 1.33× | 4.37× | ||
| Q3 24 | 1.53× | 2.84× | ||
| Q2 24 | 1.69× | 3.03× |
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 | $79.2M |
| Free Cash FlowOCF − Capex | — | $39.5M |
| FCF MarginFCF / Revenue | — | 7.4% |
| Capex IntensityCapex / Revenue | 2.0% | 7.4% |
| Cash ConversionOCF / Net Profit | 0.73× | 1.30× |
| TTM Free Cash FlowTrailing 4 quarters | — | $31.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | — | ||
| Q3 25 | $229.5M | $79.2M | ||
| Q2 25 | $209.7M | $80.4M | ||
| Q1 25 | $104.5M | $75.1M | ||
| Q4 24 | $219.0M | $32.9M | ||
| Q3 24 | $231.9M | $101.3M | ||
| Q2 24 | $173.0M | $46.9M |
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | — | ||
| Q3 25 | $209.8M | $39.5M | ||
| Q2 25 | $192.0M | $9.0M | ||
| Q1 25 | $83.4M | $18.9M | ||
| Q4 24 | $194.9M | $-36.3M | ||
| Q3 24 | $212.0M | $37.9M | ||
| Q2 24 | $152.1M | $-19.5M |
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | — | ||
| Q3 25 | 19.6% | 7.4% | ||
| Q2 25 | 18.8% | 1.6% | ||
| Q1 25 | 8.9% | 3.7% | ||
| Q4 24 | 20.6% | -4.3% | ||
| Q3 24 | 21.9% | 7.5% | ||
| Q2 24 | 15.8% | -3.8% |
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | — | ||
| Q3 25 | 1.8% | 7.4% | ||
| Q2 25 | 1.7% | 13.0% | ||
| Q1 25 | 2.2% | 10.9% | ||
| Q4 24 | 2.5% | 8.3% | ||
| Q3 24 | 2.1% | 12.6% | ||
| Q2 24 | 2.2% | 12.8% |
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.22× | 1.30× | ||
| Q2 25 | 1.31× | 1.69× | ||
| Q1 25 | 0.71× | 13.65× | ||
| Q4 24 | 1.52× | — | ||
| Q3 24 | 1.33× | — | ||
| Q2 24 | 1.11× | 1.56× |
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% |
DRVN
| Company Operated Store Sales | $331.3M | 62% |
| Supply And Other | $74.3M | 14% |
| Car Wash Segment | $54.0M | 10% |
| Independently Operated Store Sales | $51.4M | 10% |
| Advertising | $27.9M | 5% |
| Employee Services Leasing Agreement | $2.0M | 0% |
