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Side-by-side financial comparison of Allegion (ALLE) and GRIFFON CORP (GFF). Click either name above to swap in a different company.
Allegion is the larger business by last-quarter revenue ($1.0B vs $649.1M, roughly 1.6× GRIFFON CORP). Allegion runs the higher net margin — 14.3% vs 9.9%, a 4.4% gap on every dollar of revenue. On growth, Allegion posted the faster year-over-year revenue change (9.3% vs 2.6%). Allegion produced more free cash flow last quarter ($200.5M vs $99.3M). Over the past eight quarters, Allegion's revenue compounded faster (7.5% CAGR vs -1.8%).
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...
Griffon Corporation is a multinational conglomerate headquartered in New York City. It operates as a diversified management and holding company. The company has four subsidiaries: Ames True Temper, ClosetMaid, Clopay Building Products, and CornellCookson. Griffon has been publicly traded since 1961 and is listed on the New York Stock Exchange as a component stock of the S&P SmallCap 600, S&P Composite 1500, and Russell 2000 indices.
ALLE vs GFF — Head-to-Head
Income Statement — Q4 2025 vs Q1 2026
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $649.1M |
| Net Profit | $147.5M | $64.4M |
| Gross Margin | 44.5% | 41.1% |
| Operating Margin | 20.3% | 17.5% |
| Net Margin | 14.3% | 9.9% |
| Revenue YoY | 9.3% | 2.6% |
| Net Profit YoY | 2.4% | -9.1% |
| EPS (diluted) | $1.70 | $1.41 |
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 | $649.1M | ||
| Q3 25 | $1.1B | $662.2M | ||
| Q2 25 | $1.0B | $613.6M | ||
| Q1 25 | $941.9M | $611.7M | ||
| Q4 24 | $945.6M | $632.4M | ||
| Q3 24 | $967.1M | $659.7M | ||
| Q2 24 | $965.6M | $647.8M | ||
| Q1 24 | $893.9M | $672.9M |
| Q4 25 | $147.5M | $64.4M | ||
| Q3 25 | $188.4M | $43.6M | ||
| Q2 25 | $159.7M | $-120.1M | ||
| Q1 25 | $148.2M | $56.8M | ||
| Q4 24 | $144.1M | $70.9M | ||
| Q3 24 | $174.2M | $62.5M | ||
| Q2 24 | $155.4M | $41.1M | ||
| Q1 24 | $123.8M | $64.1M |
| Q4 25 | 44.5% | 41.1% | ||
| Q3 25 | 45.8% | 41.7% | ||
| Q2 25 | 45.6% | 43.2% | ||
| Q1 25 | 44.9% | 41.2% | ||
| Q4 24 | 44.1% | 41.8% | ||
| Q3 24 | 44.7% | 39.9% | ||
| Q2 24 | 44.4% | 38.5% | ||
| Q1 24 | 43.8% | 40.2% |
| Q4 25 | 20.3% | 17.5% | ||
| Q3 25 | 21.8% | 18.0% | ||
| Q2 25 | 21.5% | -20.5% | ||
| Q1 25 | 20.9% | 16.5% | ||
| Q4 24 | 19.5% | 17.7% | ||
| Q3 24 | 22.2% | 16.9% | ||
| Q2 24 | 21.6% | 13.8% | ||
| Q1 24 | 19.3% | 16.9% |
| Q4 25 | 14.3% | 9.9% | ||
| Q3 25 | 17.6% | 6.6% | ||
| Q2 25 | 15.6% | -19.6% | ||
| Q1 25 | 15.7% | 9.3% | ||
| Q4 24 | 15.2% | 11.2% | ||
| Q3 24 | 18.0% | 9.5% | ||
| Q2 24 | 16.1% | 6.3% | ||
| Q1 24 | 13.8% | 9.5% |
| Q4 25 | $1.70 | $1.41 | ||
| Q3 25 | $2.18 | $1.04 | ||
| Q2 25 | $1.85 | $-2.65 | ||
| Q1 25 | $1.71 | $1.21 | ||
| Q4 24 | $1.65 | $1.49 | ||
| Q3 24 | $1.99 | $1.29 | ||
| Q2 24 | $1.77 | $0.84 | ||
| Q1 24 | $1.41 | $1.28 |
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 | $95.3M |
| Total DebtLower is stronger | $2.0B | — |
| Stockholders' EquityBook value | $2.1B | $108.9M |
| Total Assets | $5.2B | $2.1B |
| Debt / EquityLower = less leverage | 0.96× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $356.2M | $95.3M | ||
| Q3 25 | $302.7M | $99.0M | ||
| Q2 25 | $656.8M | $107.3M | ||
| Q1 25 | $494.5M | $127.8M | ||
| Q4 24 | $503.8M | $152.0M | ||
| Q3 24 | $878.9M | $114.4M | ||
| Q2 24 | $747.5M | $133.5M | ||
| Q1 24 | $391.8M | $123.0M |
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.1B | $1.5B | ||
| Q1 25 | $2.0B | $1.5B | ||
| Q4 24 | $2.0B | $1.5B | ||
| Q3 24 | $2.4B | $1.5B | ||
| Q2 24 | $2.4B | $1.5B | ||
| Q1 24 | $2.0B | $1.6B |
| Q4 25 | $2.1B | $108.9M | ||
| Q3 25 | $1.9B | $74.0M | ||
| Q2 25 | $1.8B | $63.9M | ||
| Q1 25 | $1.6B | $214.7M | ||
| Q4 24 | $1.5B | $227.8M | ||
| Q3 24 | $1.6B | $224.9M | ||
| Q2 24 | $1.4B | $223.5M | ||
| Q1 24 | $1.4B | $202.2M |
| Q4 25 | $5.2B | $2.1B | ||
| Q3 25 | $5.2B | $2.1B | ||
| Q2 25 | $4.9B | $2.1B | ||
| Q1 25 | $4.6B | $2.3B | ||
| Q4 24 | $4.5B | $2.3B | ||
| Q3 24 | $5.0B | $2.4B | ||
| Q2 24 | $4.8B | $2.4B | ||
| Q1 24 | $4.3B | $2.4B |
| Q4 25 | 0.96× | — | ||
| Q3 25 | 1.07× | — | ||
| Q2 25 | 1.16× | 22.71× | ||
| Q1 25 | 1.24× | 7.16× | ||
| Q4 24 | 1.33× | 6.48× | ||
| Q3 24 | 1.53× | 6.78× | ||
| Q2 24 | 1.69× | 6.74× | ||
| Q1 24 | 1.49× | 7.84× |
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 | $107.0M |
| Free Cash FlowOCF − Capex | $200.5M | $99.3M |
| FCF MarginFCF / Revenue | 19.4% | 15.3% |
| Capex IntensityCapex / Revenue | 3.8% | 1.2% |
| Cash ConversionOCF / Net Profit | 1.63× | 1.66× |
| TTM Free Cash FlowTrailing 4 quarters | $685.7M | $278.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $240.1M | $107.0M | ||
| Q3 25 | $229.5M | $75.0M | ||
| Q2 25 | $209.7M | $123.1M | ||
| Q1 25 | $104.5M | $16.5M | ||
| Q4 24 | $219.0M | $142.9M | ||
| Q3 24 | $231.9M | $72.1M | ||
| Q2 24 | $173.0M | $122.1M | ||
| Q1 24 | $51.1M | $39.8M |
| Q4 25 | $200.5M | $99.3M | ||
| Q3 25 | $209.8M | $62.4M | ||
| Q2 25 | $192.0M | $114.4M | ||
| Q1 25 | $83.4M | $2.8M | ||
| Q4 24 | $194.9M | $125.5M | ||
| Q3 24 | $212.0M | $51.6M | ||
| Q2 24 | $152.1M | $107.5M | ||
| Q1 24 | $23.9M | $20.8M |
| Q4 25 | 19.4% | 15.3% | ||
| Q3 25 | 19.6% | 9.4% | ||
| Q2 25 | 18.8% | 18.6% | ||
| Q1 25 | 8.9% | 0.5% | ||
| Q4 24 | 20.6% | 19.8% | ||
| Q3 24 | 21.9% | 7.8% | ||
| Q2 24 | 15.8% | 16.6% | ||
| Q1 24 | 2.7% | 3.1% |
| Q4 25 | 3.8% | 1.2% | ||
| Q3 25 | 1.8% | 1.9% | ||
| Q2 25 | 1.7% | 1.4% | ||
| Q1 25 | 2.2% | 2.2% | ||
| Q4 24 | 2.5% | 2.8% | ||
| Q3 24 | 2.1% | 3.1% | ||
| Q2 24 | 2.2% | 2.2% | ||
| Q1 24 | 3.0% | 2.8% |
| Q4 25 | 1.63× | 1.66× | ||
| Q3 25 | 1.22× | 1.72× | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 0.71× | 0.29× | ||
| Q4 24 | 1.52× | 2.02× | ||
| Q3 24 | 1.33× | 1.15× | ||
| Q2 24 | 1.11× | 2.97× | ||
| Q1 24 | 0.41× | 0.62× |
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% |
GFF
| Consumer And Professional Products | $241.1M | 37% |
| Residential Repairand Remodel | $202.1M | 31% |
| International Excluding North America | $97.8M | 15% |
| Retail | $47.3M | 7% |
| Residential New Construction | $32.5M | 5% |
| Other | $14.2M | 2% |
| Industrial | $14.1M | 2% |
