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Side-by-side financial comparison of Allegion (ALLE) and Frontdoor, Inc. (FTDR). Click either name above to swap in a different company.
Allegion is the larger business by last-quarter revenue ($1.0B vs $432.0M, roughly 2.4× Frontdoor, Inc.). Allegion runs the higher net margin — 14.3% vs 0.2%, a 14.0% gap on every dollar of revenue. On growth, Frontdoor, Inc. posted the faster year-over-year revenue change (12.8% vs 9.3%). Allegion produced more free cash flow last quarter ($200.5M vs $95.0M). Over the past eight quarters, Allegion's revenue compounded faster (7.5% CAGR vs 6.9%).
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...
Frontdoor, Inc. operates a leading U.S.-focused home services and protection platform. It offers customizable home warranty plans covering repairs and replacements for household appliances, HVAC, plumbing, and electrical systems, plus on-demand access to a network of pre-vetted local service professionals for residential maintenance and repairs.
ALLE vs FTDR — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $432.0M |
| Net Profit | $147.5M | $1.0M |
| Gross Margin | 44.5% | 49.3% |
| Operating Margin | 20.3% | 0.5% |
| Net Margin | 14.3% | 0.2% |
| Revenue YoY | 9.3% | 12.8% |
| Net Profit YoY | 2.4% | -88.9% |
| EPS (diluted) | $1.70 | $0.03 |
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 | $432.0M | ||
| Q3 25 | $1.1B | $618.0M | ||
| Q2 25 | $1.0B | $617.0M | ||
| Q1 25 | $941.9M | $426.0M | ||
| Q4 24 | $945.6M | $383.0M | ||
| Q3 24 | $967.1M | $540.0M | ||
| Q2 24 | $965.6M | $542.0M | ||
| Q1 24 | $893.9M | $378.0M |
| Q4 25 | $147.5M | $1.0M | ||
| Q3 25 | $188.4M | $106.0M | ||
| Q2 25 | $159.7M | $111.0M | ||
| Q1 25 | $148.2M | $37.0M | ||
| Q4 24 | $144.1M | $9.0M | ||
| Q3 24 | $174.2M | $100.0M | ||
| Q2 24 | $155.4M | $92.0M | ||
| Q1 24 | $123.8M | $34.0M |
| Q4 25 | 44.5% | 49.3% | ||
| Q3 25 | 45.8% | 57.1% | ||
| Q2 25 | 45.6% | 57.7% | ||
| Q1 25 | 44.9% | 55.2% | ||
| Q4 24 | 44.1% | 48.0% | ||
| Q3 24 | 44.7% | 56.7% | ||
| Q2 24 | 44.4% | 56.5% | ||
| Q1 24 | 43.8% | 51.6% |
| Q4 25 | 20.3% | 0.5% | ||
| Q3 25 | 21.8% | 23.0% | ||
| Q2 25 | 21.5% | 23.7% | ||
| Q1 25 | 20.9% | 11.3% | ||
| Q4 24 | 19.5% | 1.6% | ||
| Q3 24 | 22.2% | 24.8% | ||
| Q2 24 | 21.6% | 22.9% | ||
| Q1 24 | 19.3% | 11.9% |
| Q4 25 | 14.3% | 0.2% | ||
| Q3 25 | 17.6% | 17.2% | ||
| Q2 25 | 15.6% | 18.0% | ||
| Q1 25 | 15.7% | 8.7% | ||
| Q4 24 | 15.2% | 2.3% | ||
| Q3 24 | 18.0% | 18.5% | ||
| Q2 24 | 16.1% | 17.0% | ||
| Q1 24 | 13.8% | 9.0% |
| Q4 25 | $1.70 | $0.03 | ||
| Q3 25 | $2.18 | $1.42 | ||
| Q2 25 | $1.85 | $1.48 | ||
| Q1 25 | $1.71 | $0.49 | ||
| Q4 24 | $1.65 | $0.10 | ||
| Q3 24 | $1.99 | $1.30 | ||
| Q2 24 | $1.77 | $1.18 | ||
| Q1 24 | $1.41 | $0.43 |
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 | $566.0M |
| Total DebtLower is stronger | $2.0B | $1.1B |
| Stockholders' EquityBook value | $2.1B | $242.0M |
| Total Assets | $5.2B | $2.1B |
| Debt / EquityLower = less leverage | 0.96× | 4.73× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $356.2M | $566.0M | ||
| Q3 25 | $302.7M | $563.0M | ||
| Q2 25 | $656.8M | $562.0M | ||
| Q1 25 | $494.5M | $506.0M | ||
| Q4 24 | $503.8M | $436.0M | ||
| Q3 24 | $878.9M | $375.0M | ||
| Q2 24 | $747.5M | $419.0M | ||
| Q1 24 | $391.8M | $378.0M |
| Q4 25 | $2.0B | $1.1B | ||
| Q3 25 | $2.1B | $1.2B | ||
| Q2 25 | $2.1B | $1.2B | ||
| Q1 25 | $2.0B | $1.2B | ||
| Q4 24 | $2.0B | $1.2B | ||
| Q3 24 | $2.4B | $565.0M | ||
| Q2 24 | $2.4B | $569.0M | ||
| Q1 24 | $2.0B | $573.0M |
| Q4 25 | $2.1B | $242.0M | ||
| Q3 25 | $1.9B | $316.0M | ||
| Q2 25 | $1.8B | $254.0M | ||
| Q1 25 | $1.6B | $198.0M | ||
| Q4 24 | $1.5B | $239.0M | ||
| Q3 24 | $1.6B | $261.0M | ||
| Q2 24 | $1.4B | $214.0M | ||
| Q1 24 | $1.4B | $162.0M |
| Q4 25 | $5.2B | $2.1B | ||
| Q3 25 | $5.2B | $2.2B | ||
| Q2 25 | $4.9B | $2.2B | ||
| Q1 25 | $4.6B | $2.1B | ||
| Q4 24 | $4.5B | $2.1B | ||
| Q3 24 | $5.0B | $1.2B | ||
| Q2 24 | $4.8B | $1.2B | ||
| Q1 24 | $4.3B | $1.1B |
| Q4 25 | 0.96× | 4.73× | ||
| Q3 25 | 1.07× | 3.64× | ||
| Q2 25 | 1.16× | 4.56× | ||
| Q1 25 | 1.24× | 5.88× | ||
| Q4 24 | 1.33× | 4.90× | ||
| Q3 24 | 1.53× | 2.16× | ||
| Q2 24 | 1.69× | 2.66× | ||
| Q1 24 | 1.49× | 3.54× |
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 | $101.0M |
| Free Cash FlowOCF − Capex | $200.5M | $95.0M |
| FCF MarginFCF / Revenue | 19.4% | 22.0% |
| Capex IntensityCapex / Revenue | 3.8% | 1.4% |
| Cash ConversionOCF / Net Profit | 1.63× | 101.00× |
| TTM Free Cash FlowTrailing 4 quarters | $685.7M | $390.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $240.1M | $101.0M | ||
| Q3 25 | $229.5M | $64.0M | ||
| Q2 25 | $209.7M | $127.0M | ||
| Q1 25 | $104.5M | $124.0M | ||
| Q4 24 | $219.0M | $58.0M | ||
| Q3 24 | $231.9M | $25.0M | ||
| Q2 24 | $173.0M | $103.0M | ||
| Q1 24 | $51.1M | $84.0M |
| Q4 25 | $200.5M | $95.0M | ||
| Q3 25 | $209.8M | $58.0M | ||
| Q2 25 | $192.0M | $120.0M | ||
| Q1 25 | $83.4M | $117.0M | ||
| Q4 24 | $194.9M | $50.0M | ||
| Q3 24 | $212.0M | $16.0M | ||
| Q2 24 | $152.1M | $91.0M | ||
| Q1 24 | $23.9M | $74.0M |
| Q4 25 | 19.4% | 22.0% | ||
| Q3 25 | 19.6% | 9.4% | ||
| Q2 25 | 18.8% | 19.4% | ||
| Q1 25 | 8.9% | 27.5% | ||
| Q4 24 | 20.6% | 13.1% | ||
| Q3 24 | 21.9% | 3.0% | ||
| Q2 24 | 15.8% | 16.8% | ||
| Q1 24 | 2.7% | 19.6% |
| Q4 25 | 3.8% | 1.4% | ||
| Q3 25 | 1.8% | 1.0% | ||
| Q2 25 | 1.7% | 1.1% | ||
| Q1 25 | 2.2% | 1.6% | ||
| Q4 24 | 2.5% | 2.1% | ||
| Q3 24 | 2.1% | 1.7% | ||
| Q2 24 | 2.2% | 2.2% | ||
| Q1 24 | 3.0% | 2.6% |
| Q4 25 | 1.63× | 101.00× | ||
| Q3 25 | 1.22× | 0.60× | ||
| Q2 25 | 1.31× | 1.14× | ||
| Q1 25 | 0.71× | 3.35× | ||
| Q4 24 | 1.52× | 6.44× | ||
| Q3 24 | 1.33× | 0.25× | ||
| Q2 24 | 1.11× | 1.12× | ||
| Q1 24 | 0.41× | 2.47× |
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% |
FTDR
| Renewals | $332.0M | 77% |
| Other | $43.0M | 10% |
| Direct To Consumer Home Service Plan Contracts | $30.0M | 7% |
| Real Estate Home Service Plan Contracts | $27.0M | 6% |
