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Side-by-side financial comparison of Allegion (ALLE) and Fidelity National Financial, Inc. (FNF). Click either name above to swap in a different company.
Allegion is the larger business by last-quarter revenue ($1.0B vs $544.0M, roughly 1.9× Fidelity National Financial, Inc.). Allegion runs the higher net margin — 13.4% vs -21.5%, a 34.9% gap on every dollar of revenue. On growth, Fidelity National Financial, Inc. posted the faster year-over-year revenue change (10.3% vs 9.7%). Over the past eight quarters, Fidelity National Financial, Inc.'s revenue compounded faster (13.7% 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...
Fidelity National Financial, Inc., is an American provider of title insurance and settlement services to the real estate and mortgage industries. A Fortune 500 company, Fidelity National Financial generated approximately $8.469 billion in annual revenue in 2019 from its title and real estate-related operations. The company was the first instance of an attorney licensed by a Native American Tribe being certified as "authorized house counsel" in the state of Florida.
ALLE vs FNF — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $544.0M |
| Net Profit | $138.1M | $-117.0M |
| Gross Margin | 44.0% | — |
| Operating Margin | 18.9% | 82.9% |
| Net Margin | 13.4% | -21.5% |
| Revenue YoY | 9.7% | 10.3% |
| Net Profit YoY | -6.8% | -126.0% |
| EPS (diluted) | — | $-0.44 |
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 | $544.0M | ||
| Q3 25 | $1.1B | $553.0M | ||
| Q2 25 | $1.0B | $547.0M | ||
| Q1 25 | $941.9M | $455.0M | ||
| Q4 24 | $945.6M | $493.0M | ||
| Q3 24 | $967.1M | $506.0M | ||
| Q2 24 | $965.6M | $504.0M |
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $-117.0M | ||
| Q3 25 | $188.4M | $358.0M | ||
| Q2 25 | $159.7M | $278.0M | ||
| Q1 25 | $148.2M | $83.0M | ||
| Q4 24 | $144.1M | $450.0M | ||
| Q3 24 | $174.2M | $266.0M | ||
| Q2 24 | $155.4M | $306.0M |
| Q1 26 | 44.0% | — | ||
| 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 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 82.9% | ||
| Q3 25 | 21.8% | 81.9% | ||
| Q2 25 | 21.5% | 69.8% | ||
| Q1 25 | 20.9% | 24.4% | ||
| Q4 24 | 19.5% | — | ||
| Q3 24 | 22.2% | 61.9% | ||
| Q2 24 | 21.6% | 90.9% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | -21.5% | ||
| Q3 25 | 17.6% | 64.7% | ||
| Q2 25 | 15.6% | 50.8% | ||
| Q1 25 | 15.7% | 18.2% | ||
| Q4 24 | 15.2% | 91.3% | ||
| Q3 24 | 18.0% | 52.6% | ||
| Q2 24 | 16.1% | 60.7% |
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $-0.44 | ||
| Q3 25 | $2.18 | $1.33 | ||
| Q2 25 | $1.85 | $1.02 | ||
| Q1 25 | $1.71 | $0.30 | ||
| Q4 24 | $1.65 | $1.65 | ||
| Q3 24 | $1.99 | $0.97 | ||
| Q2 24 | $1.77 | $1.12 |
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 | $2.6B |
| Total DebtLower is stronger | $2.0B | $4.4B |
| Stockholders' EquityBook value | $2.1B | $7.4B |
| Total Assets | $5.3B | $109.0B |
| Debt / EquityLower = less leverage | 0.97× | 0.59× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $2.6B | ||
| Q3 25 | $302.7M | $3.5B | ||
| Q2 25 | $656.8M | $3.3B | ||
| Q1 25 | $494.5M | $4.5B | ||
| Q4 24 | $503.8M | $3.5B | ||
| Q3 24 | $878.9M | $5.0B | ||
| Q2 24 | $747.5M | $4.9B |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $4.4B | ||
| Q3 25 | $2.1B | $4.4B | ||
| Q2 25 | $2.1B | $4.4B | ||
| Q1 25 | $2.0B | $4.4B | ||
| Q4 24 | $2.0B | $4.3B | ||
| Q3 24 | $2.4B | $4.2B | ||
| Q2 24 | $2.4B | $4.2B |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $7.4B | ||
| Q3 25 | $1.9B | $8.4B | ||
| Q2 25 | $1.8B | $7.9B | ||
| Q1 25 | $1.6B | $7.9B | ||
| Q4 24 | $1.5B | $7.8B | ||
| Q3 24 | $1.6B | $8.1B | ||
| Q2 24 | $1.4B | $7.3B |
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $109.0B | ||
| Q3 25 | $5.2B | $106.6B | ||
| Q2 25 | $4.9B | $102.3B | ||
| Q1 25 | $4.6B | $98.2B | ||
| Q4 24 | $4.5B | $95.4B | ||
| Q3 24 | $5.0B | $94.7B | ||
| Q2 24 | $4.8B | $88.8B |
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | 0.59× | ||
| Q3 25 | 1.07× | 0.53× | ||
| Q2 25 | 1.16× | 0.56× | ||
| Q1 25 | 1.24× | 0.56× | ||
| Q4 24 | 1.33× | 0.56× | ||
| Q3 24 | 1.53× | 0.52× | ||
| Q2 24 | 1.69× | 0.58× |
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 | $1.5B |
| 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 | $1.5B | ||
| Q3 25 | $229.5M | $1.3B | ||
| Q2 25 | $209.7M | $1.9B | ||
| Q1 25 | $104.5M | $1.1B | ||
| Q4 24 | $219.0M | $1.5B | ||
| Q3 24 | $231.9M | $2.4B | ||
| Q2 24 | $173.0M | $1.4B |
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | — | ||
| Q3 25 | $209.8M | — | ||
| Q2 25 | $192.0M | — | ||
| Q1 25 | $83.4M | — | ||
| Q4 24 | $194.9M | — | ||
| Q3 24 | $212.0M | — | ||
| Q2 24 | $152.1M | — |
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | — | ||
| Q3 25 | 19.6% | — | ||
| Q2 25 | 18.8% | — | ||
| Q1 25 | 8.9% | — | ||
| Q4 24 | 20.6% | — | ||
| Q3 24 | 21.9% | — | ||
| Q2 24 | 15.8% | — |
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 1.7% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 2.1% | — | ||
| Q2 24 | 2.2% | — |
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.22× | 3.66× | ||
| Q2 25 | 1.31× | 6.82× | ||
| Q1 25 | 0.71× | 13.43× | ||
| Q4 24 | 1.52× | 3.32× | ||
| Q3 24 | 1.33× | 8.89× | ||
| Q2 24 | 1.11× | 4.45× |
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% |
FNF
| Escrow Fees | $241.0M | 44% |
| Other Title Related Fees And Income | $182.0M | 33% |
| Service Link Excluding Title Premiums Escrow Fees And Subservicing Fees | $87.0M | 16% |
| Insurance Contracts Home Warranty | $31.0M | 6% |
