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Side-by-side financial comparison of Allegion (ALLE) and F5, Inc. (FFIV). Click either name above to swap in a different company.
Allegion is the larger business by last-quarter revenue ($1.0B vs $822.5M, roughly 1.3× F5, Inc.). F5, Inc. runs the higher net margin — 21.9% vs 13.4%, a 8.5% gap on every dollar of revenue. On growth, Allegion posted the faster year-over-year revenue change (9.7% vs 7.3%). Over the past eight quarters, F5, Inc.'s revenue compounded faster (9.9% 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...
F5, Inc. is an American technology company specializing in application security, multi-cloud management, online fraud prevention, application delivery networking (ADN), application availability and performance, and network security, access, and authorization.
ALLE vs FFIV — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $822.5M |
| Net Profit | $138.1M | $180.1M |
| Gross Margin | 44.0% | 81.5% |
| Operating Margin | 18.9% | 26.0% |
| Net Margin | 13.4% | 21.9% |
| Revenue YoY | 9.7% | 7.3% |
| Net Profit YoY | -6.8% | 8.2% |
| EPS (diluted) | — | $3.10 |
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 | $822.5M | ||
| Q3 25 | $1.1B | $810.1M | ||
| Q2 25 | $1.0B | $780.4M | ||
| Q1 25 | $941.9M | $731.1M | ||
| Q4 24 | $945.6M | $766.5M | ||
| Q3 24 | $967.1M | $746.7M | ||
| Q2 24 | $965.6M | $695.5M |
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $180.1M | ||
| Q3 25 | $188.4M | $190.5M | ||
| Q2 25 | $159.7M | $189.9M | ||
| Q1 25 | $148.2M | $145.5M | ||
| Q4 24 | $144.1M | $166.4M | ||
| Q3 24 | $174.2M | $165.3M | ||
| Q2 24 | $155.4M | $144.1M |
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | 81.5% | ||
| Q3 25 | 45.8% | 82.2% | ||
| Q2 25 | 45.6% | 81.0% | ||
| Q1 25 | 44.9% | 80.7% | ||
| Q4 24 | 44.1% | 81.7% | ||
| Q3 24 | 44.7% | 80.8% | ||
| Q2 24 | 44.4% | 80.4% |
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 26.0% | ||
| Q3 25 | 21.8% | 25.4% | ||
| Q2 25 | 21.5% | 25.2% | ||
| Q1 25 | 20.9% | 21.7% | ||
| Q4 24 | 19.5% | 26.8% | ||
| Q3 24 | 22.2% | 25.6% | ||
| Q2 24 | 21.6% | 23.4% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | 21.9% | ||
| Q3 25 | 17.6% | 23.5% | ||
| Q2 25 | 15.6% | 24.3% | ||
| Q1 25 | 15.7% | 19.9% | ||
| Q4 24 | 15.2% | 21.7% | ||
| Q3 24 | 18.0% | 22.1% | ||
| Q2 24 | 16.1% | 20.7% |
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $3.10 | ||
| Q3 25 | $2.18 | $3.25 | ||
| Q2 25 | $1.85 | $3.25 | ||
| Q1 25 | $1.71 | $2.48 | ||
| Q4 24 | $1.65 | $2.82 | ||
| Q3 24 | $1.99 | $2.79 | ||
| Q2 24 | $1.77 | $2.44 |
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 | $1.2B |
| Total DebtLower is stronger | $2.0B | — |
| Stockholders' EquityBook value | $2.1B | $3.5B |
| Total Assets | $5.3B | $6.3B |
| Debt / EquityLower = less leverage | 0.97× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $1.2B | ||
| Q3 25 | $302.7M | $1.3B | ||
| Q2 25 | $656.8M | $1.4B | ||
| Q1 25 | $494.5M | $1.3B | ||
| Q4 24 | $503.8M | $1.2B | ||
| Q3 24 | $878.9M | $1.1B | ||
| Q2 24 | $747.5M | $935.6M |
| 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 | — | ||
| Q4 25 | $2.1B | $3.5B | ||
| Q3 25 | $1.9B | $3.6B | ||
| Q2 25 | $1.8B | $3.5B | ||
| Q1 25 | $1.6B | $3.3B | ||
| Q4 24 | $1.5B | $3.2B | ||
| Q3 24 | $1.6B | $3.1B | ||
| Q2 24 | $1.4B | $3.0B |
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $6.3B | ||
| Q3 25 | $5.2B | $6.3B | ||
| Q2 25 | $4.9B | $6.1B | ||
| Q1 25 | $4.6B | $5.9B | ||
| Q4 24 | $4.5B | $5.9B | ||
| Q3 24 | $5.0B | $5.6B | ||
| Q2 24 | $4.8B | $5.4B |
| 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 | $159.2M |
| Free Cash FlowOCF − Capex | — | $149.5M |
| FCF MarginFCF / Revenue | — | 18.2% |
| Capex IntensityCapex / Revenue | 2.0% | 1.2% |
| Cash ConversionOCF / Net Profit | 0.73× | 0.88× |
| TTM Free Cash FlowTrailing 4 quarters | — | $861.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $159.2M | ||
| Q3 25 | $229.5M | $208.1M | ||
| Q2 25 | $209.7M | $282.2M | ||
| Q1 25 | $104.5M | $256.6M | ||
| Q4 24 | $219.0M | $202.8M | ||
| Q3 24 | $231.9M | $246.5M | ||
| Q2 24 | $173.0M | $159.0M |
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $149.5M | ||
| Q3 25 | $209.8M | $191.9M | ||
| Q2 25 | $192.0M | $273.7M | ||
| Q1 25 | $83.4M | $246.1M | ||
| Q4 24 | $194.9M | $194.7M | ||
| Q3 24 | $212.0M | $240.4M | ||
| Q2 24 | $152.1M | $153.1M |
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 18.2% | ||
| Q3 25 | 19.6% | 23.7% | ||
| Q2 25 | 18.8% | 35.1% | ||
| Q1 25 | 8.9% | 33.7% | ||
| Q4 24 | 20.6% | 25.4% | ||
| Q3 24 | 21.9% | 32.2% | ||
| Q2 24 | 15.8% | 22.0% |
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 1.2% | ||
| Q3 25 | 1.8% | 2.0% | ||
| Q2 25 | 1.7% | 1.1% | ||
| Q1 25 | 2.2% | 1.4% | ||
| Q4 24 | 2.5% | 1.1% | ||
| Q3 24 | 2.1% | 0.8% | ||
| Q2 24 | 2.2% | 0.8% |
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 0.88× | ||
| Q3 25 | 1.22× | 1.09× | ||
| Q2 25 | 1.31× | 1.49× | ||
| Q1 25 | 0.71× | 1.76× | ||
| Q4 24 | 1.52× | 1.22× | ||
| Q3 24 | 1.33× | 1.49× | ||
| Q2 24 | 1.11× | 1.10× |
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% |
FFIV
| Services | $412.2M | 50% |
| Products | $410.3M | 50% |
