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Side-by-side financial comparison of Allegion (ALLE) and Element Solutions Inc (ESI). Click either name above to swap in a different company.
Allegion is the larger business by last-quarter revenue ($1.0B vs $840.0M, roughly 1.2× Element Solutions Inc). Allegion runs the higher net margin — 13.4% vs 6.7%, a 6.7% gap on every dollar of revenue. On growth, Element Solutions Inc posted the faster year-over-year revenue change (41.0% vs 9.7%). Over the past eight quarters, Element Solutions Inc's revenue compounded faster (17.1% 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...
Element Solutions Inc is an American specialty chemicals production corporation listed on the New York Stock Exchange.
ALLE vs ESI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $840.0M |
| Net Profit | $138.1M | $56.0M |
| Gross Margin | 44.0% | 38.4% |
| Operating Margin | 18.9% | 13.3% |
| Net Margin | 13.4% | 6.7% |
| Revenue YoY | 9.7% | 41.0% |
| Net Profit YoY | -6.8% | -43.0% |
| EPS (diluted) | — | $0.23 |
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 | $840.0M | ||
| Q4 25 | $1.0B | $676.2M | ||
| Q3 25 | $1.1B | $656.1M | ||
| Q2 25 | $1.0B | $625.2M | ||
| Q1 25 | $941.9M | $593.7M | ||
| Q4 24 | $945.6M | $624.2M | ||
| Q3 24 | $967.1M | $645.0M | ||
| Q2 24 | $965.6M | $612.7M |
| Q1 26 | $138.1M | $56.0M | ||
| Q4 25 | $147.5M | $6.2M | ||
| Q3 25 | $188.4M | $39.3M | ||
| Q2 25 | $159.7M | $47.4M | ||
| Q1 25 | $148.2M | $98.0M | ||
| Q4 24 | $144.1M | $54.7M | ||
| Q3 24 | $174.2M | $40.3M | ||
| Q2 24 | $155.4M | $93.2M |
| Q1 26 | 44.0% | 38.4% | ||
| Q4 25 | 44.5% | 40.9% | ||
| Q3 25 | 45.8% | 42.2% | ||
| Q2 25 | 45.6% | 42.6% | ||
| Q1 25 | 44.9% | 42.2% | ||
| Q4 24 | 44.1% | 41.0% | ||
| Q3 24 | 44.7% | 41.5% | ||
| Q2 24 | 44.4% | 43.6% |
| Q1 26 | 18.9% | 13.3% | ||
| Q4 25 | 20.3% | 10.3% | ||
| Q3 25 | 21.8% | 15.4% | ||
| Q2 25 | 21.5% | 15.1% | ||
| Q1 25 | 20.9% | 13.0% | ||
| Q4 24 | 19.5% | 12.0% | ||
| Q3 24 | 22.2% | 14.7% | ||
| Q2 24 | 21.6% | 15.7% |
| Q1 26 | 13.4% | 6.7% | ||
| Q4 25 | 14.3% | 0.9% | ||
| Q3 25 | 17.6% | 6.0% | ||
| Q2 25 | 15.6% | 7.6% | ||
| Q1 25 | 15.7% | 16.5% | ||
| Q4 24 | 15.2% | 8.8% | ||
| Q3 24 | 18.0% | 6.2% | ||
| Q2 24 | 16.1% | 15.2% |
| Q1 26 | — | $0.23 | ||
| Q4 25 | $1.70 | $0.03 | ||
| Q3 25 | $2.18 | $0.16 | ||
| Q2 25 | $1.85 | $0.20 | ||
| Q1 25 | $1.71 | $0.40 | ||
| Q4 24 | $1.65 | $0.22 | ||
| Q3 24 | $1.99 | $0.17 | ||
| Q2 24 | $1.77 | $0.39 |
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 | $177.3M |
| Total DebtLower is stronger | $2.0B | — |
| Stockholders' EquityBook value | $2.1B | $2.7B |
| Total Assets | $5.3B | $5.7B |
| Debt / EquityLower = less leverage | 0.97× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $308.9M | $177.3M | ||
| Q4 25 | $356.2M | $626.5M | ||
| Q3 25 | $302.7M | $594.3M | ||
| Q2 25 | $656.8M | $529.9M | ||
| Q1 25 | $494.5M | $499.2M | ||
| Q4 24 | $503.8M | $359.4M | ||
| Q3 24 | $878.9M | $376.0M | ||
| Q2 24 | $747.5M | $309.3M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $1.6B | ||
| Q3 25 | $2.1B | $1.6B | ||
| Q2 25 | $2.1B | $1.6B | ||
| Q1 25 | $2.0B | $1.6B | ||
| Q4 24 | $2.0B | $1.8B | ||
| Q3 24 | $2.4B | $1.9B | ||
| Q2 24 | $2.4B | $1.9B |
| 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 | $2.5B | ||
| Q4 24 | $1.5B | $2.4B | ||
| Q3 24 | $1.6B | $2.4B | ||
| Q2 24 | $1.4B | $2.4B |
| Q1 26 | $5.3B | $5.7B | ||
| Q4 25 | $5.2B | $5.1B | ||
| Q3 25 | $5.2B | $5.0B | ||
| Q2 25 | $4.9B | $5.0B | ||
| Q1 25 | $4.6B | $4.8B | ||
| Q4 24 | $4.5B | $4.9B | ||
| Q3 24 | $5.0B | $5.1B | ||
| Q2 24 | $4.8B | $5.0B |
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | 0.61× | ||
| Q3 25 | 1.07× | 0.61× | ||
| Q2 25 | 1.16× | 0.62× | ||
| Q1 25 | 1.24× | 0.64× | ||
| Q4 24 | 1.33× | 0.76× | ||
| Q3 24 | 1.53× | 0.78× | ||
| Q2 24 | 1.69× | 0.81× |
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 | — | $-74.2M |
| FCF MarginFCF / Revenue | — | -8.8% |
| Capex IntensityCapex / Revenue | 2.0% | 3.0% |
| 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 | — | ||
| Q3 25 | $229.5M | $100.1M | ||
| Q2 25 | $209.7M | — | ||
| Q1 25 | $104.5M | $26.0M | ||
| Q4 24 | $219.0M | — | ||
| Q3 24 | $231.9M | $98.5M | ||
| Q2 24 | $173.0M | — |
| Q1 26 | — | $-74.2M | ||
| Q4 25 | $200.5M | — | ||
| Q3 25 | $209.8M | $83.6M | ||
| Q2 25 | $192.0M | — | ||
| Q1 25 | $83.4M | $15.0M | ||
| Q4 24 | $194.9M | — | ||
| Q3 24 | $212.0M | $85.9M | ||
| Q2 24 | $152.1M | — |
| Q1 26 | — | -8.8% | ||
| Q4 25 | 19.4% | — | ||
| Q3 25 | 19.6% | 12.7% | ||
| Q2 25 | 18.8% | — | ||
| Q1 25 | 8.9% | 2.5% | ||
| Q4 24 | 20.6% | — | ||
| Q3 24 | 21.9% | 13.3% | ||
| Q2 24 | 15.8% | — |
| Q1 26 | 2.0% | 3.0% | ||
| Q4 25 | 3.8% | 2.5% | ||
| Q3 25 | 1.8% | 2.5% | ||
| Q2 25 | 1.7% | 2.8% | ||
| Q1 25 | 2.2% | 1.9% | ||
| Q4 24 | 2.5% | 3.6% | ||
| Q3 24 | 2.1% | 2.0% | ||
| Q2 24 | 2.2% | 2.4% |
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.22× | 2.55× | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 0.71× | 0.27× | ||
| Q4 24 | 1.52× | — | ||
| Q3 24 | 1.33× | 2.44× | ||
| 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% |
ESI
| Electronics ex-Metals | $377.8M | 45% |
| Pass-through Metals | $255.7M | 30% |
| Other | $206.5M | 25% |
