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Side-by-side financial comparison of Allegion (ALLE) and GRACO INC (GGG). Click either name above to swap in a different company.
Allegion is the larger business by last-quarter revenue ($1.0B vs $593.2M, roughly 1.7× GRACO INC). GRACO INC runs the higher net margin — 22.3% vs 14.3%, a 8.1% gap on every dollar of revenue. On growth, Allegion posted the faster year-over-year revenue change (9.3% vs 8.1%). Allegion produced more free cash flow last quarter ($200.5M vs $184.3M). Over the past eight quarters, GRACO INC's revenue compounded faster (9.8% CAGR vs 7.5%).
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...
Graco Inc. is an American industrial company that specializes in the development and manufacturing of fluid-handling systems and products. The company is headquartered in Minneapolis, Minnesota, and markets its products to customers worldwide.
ALLE vs GGG — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $593.2M |
| Net Profit | $147.5M | $132.5M |
| Gross Margin | 44.5% | 51.7% |
| Operating Margin | 20.3% | 26.7% |
| Net Margin | 14.3% | 22.3% |
| Revenue YoY | 9.3% | 8.1% |
| Net Profit YoY | 2.4% | 21.9% |
| EPS (diluted) | $1.70 | $0.78 |
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 | $593.2M | ||
| Q3 25 | $1.1B | $543.4M | ||
| Q2 25 | $1.0B | $571.8M | ||
| Q1 25 | $941.9M | $528.3M | ||
| Q4 24 | $945.6M | $548.7M | ||
| Q3 24 | $967.1M | $519.2M | ||
| Q2 24 | $965.6M | $553.2M | ||
| Q1 24 | $893.9M | $492.2M |
| Q4 25 | $147.5M | $132.5M | ||
| Q3 25 | $188.4M | $137.6M | ||
| Q2 25 | $159.7M | $127.6M | ||
| Q1 25 | $148.2M | $124.1M | ||
| Q4 24 | $144.1M | $108.7M | ||
| Q3 24 | $174.2M | $122.2M | ||
| Q2 24 | $155.4M | $133.0M | ||
| Q1 24 | $123.8M | $122.2M |
| Q4 25 | 44.5% | 51.7% | ||
| Q3 25 | 45.8% | 53.2% | ||
| Q2 25 | 45.6% | 52.4% | ||
| Q1 25 | 44.9% | 52.6% | ||
| Q4 24 | 44.1% | 50.9% | ||
| Q3 24 | 44.7% | 53.2% | ||
| Q2 24 | 44.4% | 54.4% | ||
| Q1 24 | 43.8% | 54.1% |
| Q4 25 | 20.3% | 26.7% | ||
| Q3 25 | 21.8% | 30.3% | ||
| Q2 25 | 21.5% | 27.5% | ||
| Q1 25 | 20.9% | 27.3% | ||
| Q4 24 | 19.5% | 23.7% | ||
| Q3 24 | 22.2% | 28.1% | ||
| Q2 24 | 21.6% | 29.2% | ||
| Q1 24 | 19.3% | 27.0% |
| Q4 25 | 14.3% | 22.3% | ||
| Q3 25 | 17.6% | 25.3% | ||
| Q2 25 | 15.6% | 22.3% | ||
| Q1 25 | 15.7% | 23.5% | ||
| Q4 24 | 15.2% | 19.8% | ||
| Q3 24 | 18.0% | 23.5% | ||
| Q2 24 | 16.1% | 24.0% | ||
| Q1 24 | 13.8% | 24.8% |
| Q4 25 | $1.70 | $0.78 | ||
| Q3 25 | $2.18 | $0.82 | ||
| Q2 25 | $1.85 | $0.76 | ||
| Q1 25 | $1.71 | $0.72 | ||
| Q4 24 | $1.65 | $0.63 | ||
| Q3 24 | $1.99 | $0.71 | ||
| Q2 24 | $1.77 | $0.77 | ||
| Q1 24 | $1.41 | $0.71 |
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 | $624.1M |
| Total DebtLower is stronger | $2.0B | — |
| Stockholders' EquityBook value | $2.1B | $2.7B |
| Total Assets | $5.2B | $3.3B |
| Debt / EquityLower = less leverage | 0.96× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $356.2M | $624.1M | ||
| Q3 25 | $302.7M | $618.7M | ||
| Q2 25 | $656.8M | $534.9M | ||
| Q1 25 | $494.5M | $536.1M | ||
| Q4 24 | $503.8M | $675.3M | ||
| Q3 24 | $878.9M | $764.5M | ||
| Q2 24 | $747.5M | $666.0M | ||
| Q1 24 | $391.8M | $622.7M |
| 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 24 | $2.0B | — |
| Q4 25 | $2.1B | $2.7B | ||
| Q3 25 | $1.9B | $2.6B | ||
| Q2 25 | $1.8B | $2.5B | ||
| Q1 25 | $1.6B | $2.5B | ||
| Q4 24 | $1.5B | $2.6B | ||
| Q3 24 | $1.6B | $2.5B | ||
| Q2 24 | $1.4B | $2.4B | ||
| Q1 24 | $1.4B | $2.3B |
| Q4 25 | $5.2B | $3.3B | ||
| Q3 25 | $5.2B | $3.2B | ||
| Q2 25 | $4.9B | $3.0B | ||
| Q1 25 | $4.6B | $3.0B | ||
| Q4 24 | $4.5B | $3.1B | ||
| Q3 24 | $5.0B | $3.0B | ||
| Q2 24 | $4.8B | $2.9B | ||
| Q1 24 | $4.3B | $2.8B |
| 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× | — | ||
| Q1 24 | 1.49× | — |
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 | $196.3M |
| Free Cash FlowOCF − Capex | $200.5M | $184.3M |
| FCF MarginFCF / Revenue | 19.4% | 31.1% |
| Capex IntensityCapex / Revenue | 3.8% | 2.0% |
| Cash ConversionOCF / Net Profit | 1.63× | 1.48× |
| TTM Free Cash FlowTrailing 4 quarters | $685.7M | $637.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $240.1M | $196.3M | ||
| Q3 25 | $229.5M | $179.2M | ||
| Q2 25 | $209.7M | $182.7M | ||
| Q1 25 | $104.5M | $125.4M | ||
| Q4 24 | $219.0M | $185.2M | ||
| Q3 24 | $231.9M | $178.6M | ||
| Q2 24 | $173.0M | $139.0M | ||
| Q1 24 | $51.1M | $118.9M |
| Q4 25 | $200.5M | $184.3M | ||
| Q3 25 | $209.8M | $175.7M | ||
| Q2 25 | $192.0M | $163.1M | ||
| Q1 25 | $83.4M | $114.8M | ||
| Q4 24 | $194.9M | $171.3M | ||
| Q3 24 | $212.0M | $159.2M | ||
| Q2 24 | $152.1M | $102.7M | ||
| Q1 24 | $23.9M | $81.7M |
| Q4 25 | 19.4% | 31.1% | ||
| Q3 25 | 19.6% | 32.3% | ||
| Q2 25 | 18.8% | 28.5% | ||
| Q1 25 | 8.9% | 21.7% | ||
| Q4 24 | 20.6% | 31.2% | ||
| Q3 24 | 21.9% | 30.7% | ||
| Q2 24 | 15.8% | 18.6% | ||
| Q1 24 | 2.7% | 16.6% |
| Q4 25 | 3.8% | 2.0% | ||
| Q3 25 | 1.8% | 0.6% | ||
| Q2 25 | 1.7% | 3.4% | ||
| Q1 25 | 2.2% | 2.0% | ||
| Q4 24 | 2.5% | 2.5% | ||
| Q3 24 | 2.1% | 3.7% | ||
| Q2 24 | 2.2% | 6.6% | ||
| Q1 24 | 3.0% | 7.6% |
| Q4 25 | 1.63× | 1.48× | ||
| Q3 25 | 1.22× | 1.30× | ||
| Q2 25 | 1.31× | 1.43× | ||
| Q1 25 | 0.71× | 1.01× | ||
| Q4 24 | 1.52× | 1.70× | ||
| Q3 24 | 1.33× | 1.46× | ||
| Q2 24 | 1.11× | 1.05× | ||
| Q1 24 | 0.41× | 0.97× |
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% |
GGG
| Industrial | $284.3M | 48% |
| Contractor | $265.5M | 45% |
| Other | $43.4M | 7% |
