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Side-by-side financial comparison of Allegion (ALLE) and Elanco Animal Health Inc (ELAN). Click either name above to swap in a different company.
Elanco Animal Health Inc is the larger business by last-quarter revenue ($1.1B vs $1.0B, roughly 1.1× Allegion). Allegion runs the higher net margin — 13.4% vs -24.1%, a 37.5% gap on every dollar of revenue. On growth, Elanco Animal Health Inc posted the faster year-over-year revenue change (12.2% vs 9.7%). Over the past eight quarters, Allegion's revenue compounded faster (3.5% CAGR vs -2.6%).
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...
Elanco Animal Health Incorporated is an American pharmaceutical company which produces medicines and vaccinations for pets and livestock. Until 2019, the company was a subsidiary of Eli Lilly and Company, before being divested. It is the third-largest animal health company in the world.
ALLE vs ELAN — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $1.1B |
| Net Profit | $138.1M | $-276.0M |
| Gross Margin | 44.0% | 51.5% |
| Operating Margin | 18.9% | -22.6% |
| Net Margin | 13.4% | -24.1% |
| Revenue YoY | 9.7% | 12.2% |
| Net Profit YoY | -6.8% | -3350.0% |
| EPS (diluted) | — | $-0.55 |
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 | $1.1B | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $941.9M | $1.2B | ||
| Q4 24 | $945.6M | $1.0B | ||
| Q3 24 | $967.1M | $1.0B | ||
| Q2 24 | $965.6M | $1.2B |
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $-276.0M | ||
| Q3 25 | $188.4M | $-34.0M | ||
| Q2 25 | $159.7M | $11.0M | ||
| Q1 25 | $148.2M | $67.0M | ||
| Q4 24 | $144.1M | $-8.0M | ||
| Q3 24 | $174.2M | $364.0M | ||
| Q2 24 | $155.4M | $-50.0M |
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | 51.5% | ||
| Q3 25 | 45.8% | 53.4% | ||
| Q2 25 | 45.6% | 57.5% | ||
| Q1 25 | 44.9% | 57.3% | ||
| Q4 24 | 44.1% | 50.9% | ||
| Q3 24 | 44.7% | 52.2% | ||
| Q2 24 | 44.4% | 58.2% |
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | -22.6% | ||
| Q3 25 | 21.8% | -4.4% | ||
| Q2 25 | 21.5% | 2.0% | ||
| Q1 25 | 20.9% | 5.0% | ||
| Q4 24 | 19.5% | -5.0% | ||
| Q3 24 | 22.2% | 54.3% | ||
| Q2 24 | 21.6% | -2.7% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | -24.1% | ||
| Q3 25 | 17.6% | -3.0% | ||
| Q2 25 | 15.6% | 0.9% | ||
| Q1 25 | 15.7% | 5.6% | ||
| Q4 24 | 15.2% | -0.8% | ||
| Q3 24 | 18.0% | 35.3% | ||
| Q2 24 | 16.1% | -4.2% |
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $-0.55 | ||
| Q3 25 | $2.18 | $-0.07 | ||
| Q2 25 | $1.85 | $0.02 | ||
| Q1 25 | $1.71 | $0.13 | ||
| Q4 24 | $1.65 | $-0.01 | ||
| Q3 24 | $1.99 | $0.73 | ||
| Q2 24 | $1.77 | $-0.10 |
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 | $545.0M |
| Total DebtLower is stronger | $2.0B | $3.9B |
| Stockholders' EquityBook value | $2.1B | $6.5B |
| Total Assets | $5.3B | $13.4B |
| Debt / EquityLower = less leverage | 0.97× | 0.60× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $545.0M | ||
| Q3 25 | $302.7M | $505.0M | ||
| Q2 25 | $656.8M | $539.0M | ||
| Q1 25 | $494.5M | $487.0M | ||
| Q4 24 | $503.8M | $468.0M | ||
| Q3 24 | $878.9M | $490.0M | ||
| Q2 24 | $747.5M | $416.0M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $3.9B | ||
| Q3 25 | $2.1B | $4.0B | ||
| Q2 25 | $2.1B | $4.1B | ||
| Q1 25 | $2.0B | $4.4B | ||
| Q4 24 | $2.0B | $4.3B | ||
| Q3 24 | $2.4B | $4.4B | ||
| Q2 24 | $2.4B | $5.7B |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $6.5B | ||
| Q3 25 | $1.9B | $6.7B | ||
| Q2 25 | $1.8B | $6.8B | ||
| Q1 25 | $1.6B | $6.4B | ||
| Q4 24 | $1.5B | $6.1B | ||
| Q3 24 | $1.6B | $6.5B | ||
| Q2 24 | $1.4B | $5.9B |
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $13.4B | ||
| Q3 25 | $5.2B | $13.6B | ||
| Q2 25 | $4.9B | $13.7B | ||
| Q1 25 | $4.6B | $12.9B | ||
| Q4 24 | $4.5B | $12.6B | ||
| Q3 24 | $5.0B | $13.3B | ||
| Q2 24 | $4.8B | $13.8B |
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | 0.60× | ||
| Q3 25 | 1.07× | 0.59× | ||
| Q2 25 | 1.16× | 0.61× | ||
| Q1 25 | 1.24× | 0.69× | ||
| Q4 24 | 1.33× | 0.70× | ||
| Q3 24 | 1.53× | 0.67× | ||
| Q2 24 | 1.69× | 0.96× |
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 | $108.0M |
| Free Cash FlowOCF − Capex | — | $46.0M |
| FCF MarginFCF / Revenue | — | 4.0% |
| Capex IntensityCapex / Revenue | 2.0% | 5.4% |
| Cash ConversionOCF / Net Profit | 0.73× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $284.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $108.0M | ||
| Q3 25 | $229.5M | $219.0M | ||
| Q2 25 | $209.7M | $237.0M | ||
| Q1 25 | $104.5M | $-4.0M | ||
| Q4 24 | $219.0M | $177.0M | ||
| Q3 24 | $231.9M | $162.0M | ||
| Q2 24 | $173.0M | $200.0M |
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $46.0M | ||
| Q3 25 | $209.8M | $127.0M | ||
| Q2 25 | $192.0M | $180.0M | ||
| Q1 25 | $83.4M | $-69.0M | ||
| Q4 24 | $194.9M | $130.0M | ||
| Q3 24 | $212.0M | $120.0M | ||
| Q2 24 | $152.1M | $166.0M |
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 4.0% | ||
| Q3 25 | 19.6% | 11.2% | ||
| Q2 25 | 18.8% | 14.5% | ||
| Q1 25 | 8.9% | -5.8% | ||
| Q4 24 | 20.6% | 12.7% | ||
| Q3 24 | 21.9% | 11.7% | ||
| Q2 24 | 15.8% | 14.0% |
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 5.4% | ||
| Q3 25 | 1.8% | 8.1% | ||
| Q2 25 | 1.7% | 4.6% | ||
| Q1 25 | 2.2% | 5.4% | ||
| Q4 24 | 2.5% | 4.6% | ||
| Q3 24 | 2.1% | 4.1% | ||
| Q2 24 | 2.2% | 2.9% |
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.22× | — | ||
| Q2 25 | 1.31× | 21.55× | ||
| Q1 25 | 0.71× | -0.06× | ||
| Q4 24 | 1.52× | — | ||
| Q3 24 | 1.33× | 0.45× | ||
| 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% |
ELAN
| Pet Health | $489.0M | 43% |
| Cattle | $296.0M | 26% |
| Poultry | $237.0M | 21% |
| Swine | $107.0M | 9% |
| Contract Manufacturing | $15.0M | 1% |
