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Side-by-side financial comparison of Allegion (ALLE) and Dexcom (DXCM). Click either name above to swap in a different company.
Dexcom is the larger business by last-quarter revenue ($1.3B vs $1.0B, roughly 1.2× Allegion). Dexcom runs the higher net margin — 21.2% vs 13.4%, a 7.9% gap on every dollar of revenue. On growth, Dexcom posted the faster year-over-year revenue change (21.6% vs 9.7%). Over the past eight quarters, Dexcom's revenue compounded faster (12.0% 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...
Dexcom, Inc. is an American multinational healthcare company that develops, manufactures, produces and distributes a line of continuous glucose monitoring (CGM) systems for diabetes management. It operates internationally with global headquarters and R&D center in San Diego, California, U.S.A. and manufacturing facilities in Mesa, Arizona, U.S.A.; Batu Kawan, Malaysia and Athenry, County Galway, Ireland.
ALLE vs DXCM — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $1.3B |
| Net Profit | $138.1M | $267.3M |
| Gross Margin | 44.0% | 62.9% |
| Operating Margin | 18.9% | 25.6% |
| Net Margin | 13.4% | 21.2% |
| Revenue YoY | 9.7% | 21.6% |
| Net Profit YoY | -6.8% | 153.6% |
| EPS (diluted) | — | $0.67 |
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 | $1.3B | ||
| Q4 25 | $1.0B | $1.3B | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $941.9M | $1.0B | ||
| Q4 24 | $945.6M | $1.1B | ||
| Q3 24 | $967.1M | $994.2M | ||
| Q2 24 | $965.6M | $1.0B |
| Q1 26 | $138.1M | $267.3M | ||
| Q4 25 | $147.5M | $267.3M | ||
| Q3 25 | $188.4M | $283.8M | ||
| Q2 25 | $159.7M | $179.8M | ||
| Q1 25 | $148.2M | $105.4M | ||
| Q4 24 | $144.1M | $151.7M | ||
| Q3 24 | $174.2M | $134.6M | ||
| Q2 24 | $155.4M | $143.5M |
| Q1 26 | 44.0% | 62.9% | ||
| Q4 25 | 44.5% | 62.9% | ||
| Q3 25 | 45.8% | 60.5% | ||
| Q2 25 | 45.6% | 59.5% | ||
| Q1 25 | 44.9% | 56.9% | ||
| Q4 24 | 44.1% | 58.9% | ||
| Q3 24 | 44.7% | 59.7% | ||
| Q2 24 | 44.4% | 62.4% |
| Q1 26 | 18.9% | 25.6% | ||
| Q4 25 | 20.3% | 25.6% | ||
| Q3 25 | 21.8% | 20.1% | ||
| Q2 25 | 21.5% | 18.4% | ||
| Q1 25 | 20.9% | 12.9% | ||
| Q4 24 | 19.5% | 17.0% | ||
| Q3 24 | 22.2% | 15.3% | ||
| Q2 24 | 21.6% | 15.7% |
| Q1 26 | 13.4% | 21.2% | ||
| Q4 25 | 14.3% | 21.2% | ||
| Q3 25 | 17.6% | 23.5% | ||
| Q2 25 | 15.6% | 15.5% | ||
| Q1 25 | 15.7% | 10.2% | ||
| Q4 24 | 15.2% | 13.6% | ||
| Q3 24 | 18.0% | 13.5% | ||
| Q2 24 | 16.1% | 14.3% |
| Q1 26 | — | $0.67 | ||
| Q4 25 | $1.70 | $0.67 | ||
| Q3 25 | $2.18 | $0.70 | ||
| Q2 25 | $1.85 | $0.45 | ||
| Q1 25 | $1.71 | $0.27 | ||
| Q4 24 | $1.65 | $0.37 | ||
| Q3 24 | $1.99 | $0.34 | ||
| Q2 24 | $1.77 | $0.35 |
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 | $917.7M |
| Total DebtLower is stronger | $2.0B | — |
| Stockholders' EquityBook value | $2.1B | $2.7B |
| Total Assets | $5.3B | $6.3B |
| Debt / EquityLower = less leverage | 0.97× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $308.9M | $917.7M | ||
| Q4 25 | $356.2M | $917.7M | ||
| Q3 25 | $302.7M | $1.8B | ||
| Q2 25 | $656.8M | $1.2B | ||
| Q1 25 | $494.5M | $904.9M | ||
| Q4 24 | $503.8M | $606.1M | ||
| Q3 24 | $878.9M | $621.2M | ||
| Q2 24 | $747.5M | $939.2M |
| 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 | $2.7B | ||
| Q4 25 | $2.1B | $2.7B | ||
| Q3 25 | $1.9B | $2.7B | ||
| Q2 25 | $1.8B | $2.6B | ||
| Q1 25 | $1.6B | $2.3B | ||
| Q4 24 | $1.5B | $2.1B | ||
| Q3 24 | $1.6B | $2.0B | ||
| Q2 24 | $1.4B | $2.4B |
| Q1 26 | $5.3B | $6.3B | ||
| Q4 25 | $5.2B | $6.3B | ||
| Q3 25 | $5.2B | $7.5B | ||
| Q2 25 | $4.9B | $7.3B | ||
| Q1 25 | $4.6B | $6.8B | ||
| Q4 24 | $4.5B | $6.5B | ||
| Q3 24 | $5.0B | $6.4B | ||
| Q2 24 | $4.8B | $6.8B |
| 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 | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | 2.0% | — |
| Cash ConversionOCF / Net Profit | 0.73× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $294.0M | ||
| Q3 25 | $229.5M | $659.9M | ||
| Q2 25 | $209.7M | $303.0M | ||
| Q1 25 | $104.5M | $183.8M | ||
| Q4 24 | $219.0M | $301.4M | ||
| Q3 24 | $231.9M | $199.5M | ||
| Q2 24 | $173.0M | $279.4M |
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $192.1M | ||
| Q3 25 | $209.8M | $579.4M | ||
| Q2 25 | $192.0M | $208.9M | ||
| Q1 25 | $83.4M | $96.8M | ||
| Q4 24 | $194.9M | $176.8M | ||
| Q3 24 | $212.0M | $88.3M | ||
| Q2 24 | $152.1M | $213.3M |
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 15.3% | ||
| Q3 25 | 19.6% | 47.9% | ||
| Q2 25 | 18.8% | 18.1% | ||
| Q1 25 | 8.9% | 9.3% | ||
| Q4 24 | 20.6% | 15.9% | ||
| Q3 24 | 21.9% | 8.9% | ||
| Q2 24 | 15.8% | 21.2% |
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 8.1% | ||
| Q3 25 | 1.8% | 6.7% | ||
| Q2 25 | 1.7% | 8.1% | ||
| Q1 25 | 2.2% | 8.4% | ||
| Q4 24 | 2.5% | 11.2% | ||
| Q3 24 | 2.1% | 11.2% | ||
| Q2 24 | 2.2% | 6.6% |
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 1.10× | ||
| Q3 25 | 1.22× | 2.33× | ||
| Q2 25 | 1.31× | 1.69× | ||
| Q1 25 | 0.71× | 1.74× | ||
| Q4 24 | 1.52× | 1.99× | ||
| Q3 24 | 1.33× | 1.48× | ||
| Q2 24 | 1.11× | 1.95× |
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% |
DXCM
Segment breakdown not available.
