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Side-by-side financial comparison of Allegion (ALLE) and DYCOM INDUSTRIES INC (DY). Click either name above to swap in a different company.
DYCOM INDUSTRIES INC is the larger business by last-quarter revenue ($1.5B vs $1.0B, roughly 1.4× Allegion). Allegion runs the higher net margin — 14.3% vs 7.3%, a 6.9% gap on every dollar of revenue. On growth, DYCOM INDUSTRIES INC posted the faster year-over-year revenue change (14.1% vs 9.3%). Allegion produced more free cash flow last quarter ($200.5M vs $164.8M). Over the past eight quarters, DYCOM INDUSTRIES INC's revenue compounded faster (23.5% CAGR vs 7.5%).
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...
Quanta Services is a U.S. corporation that provides infrastructure services for the electric power, pipeline, industrial and communications industries. Its capabilities include planning, design, installation, program management, maintenance and repair of most types of network infrastructure. The company has grown organically since its founding, but it has also acquired over 150 companies in the electrical contracting industry. It has provided its services and expertise to many major electrica...
ALLE vs DY — Head-to-Head
Income Statement — Q4 2025 vs Q3 2026
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $1.5B |
| Net Profit | $147.5M | $106.4M |
| Gross Margin | 44.5% | — |
| Operating Margin | 20.3% | 9.7% |
| Net Margin | 14.3% | 7.3% |
| Revenue YoY | 9.3% | 14.1% |
| Net Profit YoY | 2.4% | 52.4% |
| EPS (diluted) | $1.70 | $3.63 |
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.
| Q4 25 | $1.0B | $1.5B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $1.0B | $1.3B | ||
| Q1 25 | $941.9M | $1.1B | ||
| Q4 24 | $945.6M | $1.3B | ||
| Q3 24 | $967.1M | $1.2B | ||
| Q2 24 | $965.6M | $1.1B | ||
| Q1 24 | $893.9M | $952.5M |
| Q4 25 | $147.5M | $106.4M | ||
| Q3 25 | $188.4M | $97.5M | ||
| Q2 25 | $159.7M | $61.0M | ||
| Q1 25 | $148.2M | $32.7M | ||
| Q4 24 | $144.1M | $69.8M | ||
| Q3 24 | $174.2M | $68.4M | ||
| Q2 24 | $155.4M | $62.6M | ||
| Q1 24 | $123.8M | $23.4M |
| 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 24 | 43.8% | — |
| Q4 25 | 20.3% | 9.7% | ||
| Q3 25 | 21.8% | 9.5% | ||
| Q2 25 | 21.5% | 6.2% | ||
| Q1 25 | 20.9% | 4.1% | ||
| Q4 24 | 19.5% | 7.2% | ||
| Q3 24 | 22.2% | 7.9% | ||
| Q2 24 | 21.6% | 6.8% | ||
| Q1 24 | 19.3% | 3.3% |
| Q4 25 | 14.3% | 7.3% | ||
| Q3 25 | 17.6% | 7.1% | ||
| Q2 25 | 15.6% | 4.9% | ||
| Q1 25 | 15.7% | 3.0% | ||
| Q4 24 | 15.2% | 5.5% | ||
| Q3 24 | 18.0% | 5.7% | ||
| Q2 24 | 16.1% | 5.5% | ||
| Q1 24 | 13.8% | 2.5% |
| Q4 25 | $1.70 | $3.63 | ||
| Q3 25 | $2.18 | $3.33 | ||
| Q2 25 | $1.85 | $2.09 | ||
| Q1 25 | $1.71 | $1.11 | ||
| Q4 24 | $1.65 | $2.37 | ||
| Q3 24 | $1.99 | $2.32 | ||
| Q2 24 | $1.77 | $2.12 | ||
| Q1 24 | $1.41 | $0.79 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $356.2M | $110.1M |
| Total DebtLower is stronger | $2.0B | — |
| Stockholders' EquityBook value | $2.1B | $1.5B |
| Total Assets | $5.2B | $3.3B |
| Debt / EquityLower = less leverage | 0.96× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $356.2M | $110.1M | ||
| Q3 25 | $302.7M | $28.5M | ||
| Q2 25 | $656.8M | $16.1M | ||
| Q1 25 | $494.5M | $92.7M | ||
| Q4 24 | $503.8M | $15.3M | ||
| Q3 24 | $878.9M | $19.6M | ||
| Q2 24 | $747.5M | $26.1M | ||
| Q1 24 | $391.8M | $101.1M |
| 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 24 | $2.0B | — |
| Q4 25 | $2.1B | $1.5B | ||
| Q3 25 | $1.9B | $1.4B | ||
| Q2 25 | $1.8B | $1.3B | ||
| Q1 25 | $1.6B | $1.2B | ||
| Q4 24 | $1.5B | $1.2B | ||
| Q3 24 | $1.6B | $1.2B | ||
| Q2 24 | $1.4B | $1.1B | ||
| Q1 24 | $1.4B | $1.1B |
| Q4 25 | $5.2B | $3.3B | ||
| Q3 25 | $5.2B | $3.2B | ||
| Q2 25 | $4.9B | $3.1B | ||
| Q1 25 | $4.6B | $2.9B | ||
| Q4 24 | $4.5B | $3.1B | ||
| Q3 24 | $5.0B | $2.8B | ||
| Q2 24 | $4.8B | $2.6B | ||
| Q1 24 | $4.3B | $2.5B |
| 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× | — | ||
| Q1 24 | 1.49× | — |
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 | $240.1M | $220.0M |
| Free Cash FlowOCF − Capex | $200.5M | $164.8M |
| FCF MarginFCF / Revenue | 19.4% | 11.4% |
| Capex IntensityCapex / Revenue | 3.8% | 3.8% |
| Cash ConversionOCF / Net Profit | 1.63× | 2.07× |
| TTM Free Cash FlowTrailing 4 quarters | $685.7M | $296.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $240.1M | $220.0M | ||
| Q3 25 | $229.5M | $57.4M | ||
| Q2 25 | $209.7M | $-54.0M | ||
| Q1 25 | $104.5M | $328.2M | ||
| Q4 24 | $219.0M | $65.8M | ||
| Q3 24 | $231.9M | $-7.5M | ||
| Q2 24 | $173.0M | $-37.4M | ||
| Q1 24 | $51.1M | $325.1M |
| Q4 25 | $200.5M | $164.8M | ||
| Q3 25 | $209.8M | $5.8M | ||
| Q2 25 | $192.0M | $-133.5M | ||
| Q1 25 | $83.4M | $259.7M | ||
| Q4 24 | $194.9M | $-8.8M | ||
| Q3 24 | $212.0M | $-72.9M | ||
| Q2 24 | $152.1M | $-79.4M | ||
| Q1 24 | $23.9M | $267.7M |
| Q4 25 | 19.4% | 11.4% | ||
| Q3 25 | 19.6% | 0.4% | ||
| Q2 25 | 18.8% | -10.6% | ||
| Q1 25 | 8.9% | 23.9% | ||
| Q4 24 | 20.6% | -0.7% | ||
| Q3 24 | 21.9% | -6.1% | ||
| Q2 24 | 15.8% | -6.9% | ||
| Q1 24 | 2.7% | 28.1% |
| Q4 25 | 3.8% | 3.8% | ||
| Q3 25 | 1.8% | 3.8% | ||
| Q2 25 | 1.7% | 6.3% | ||
| Q1 25 | 2.2% | 6.3% | ||
| Q4 24 | 2.5% | 5.9% | ||
| Q3 24 | 2.1% | 5.4% | ||
| Q2 24 | 2.2% | 3.7% | ||
| Q1 24 | 3.0% | 6.0% |
| Q4 25 | 1.63× | 2.07× | ||
| Q3 25 | 1.22× | 0.59× | ||
| Q2 25 | 1.31× | -0.88× | ||
| Q1 25 | 0.71× | 10.05× | ||
| Q4 24 | 1.52× | 0.94× | ||
| Q3 24 | 1.33× | -0.11× | ||
| Q2 24 | 1.11× | -0.60× | ||
| Q1 24 | 0.41× | 13.88× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALLE
| Products | $750.2M | 73% |
| Allegion International | $237.7M | 23% |
| Services | $45.2M | 4% |
DY
Segment breakdown not available.
