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Side-by-side financial comparison of Allegion (ALLE) and Installed Building Products, Inc. (IBP). Click either name above to swap in a different company.
Allegion is the larger business by last-quarter revenue ($1.0B vs $747.5M, roughly 1.4× Installed Building Products, Inc.). Allegion runs the higher net margin — 14.3% vs 10.2%, a 4.0% gap on every dollar of revenue. On growth, Allegion posted the faster year-over-year revenue change (9.3% vs -0.4%). Allegion produced more free cash flow last quarter ($200.5M vs $49.3M). Over the past eight quarters, Allegion's revenue compounded faster (7.5% CAGR vs 3.9%).
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...
Installed Building Products, Inc. is a leading US-based provider of professional installation services for building products. Core offerings include insulation, gutters, garage doors, fire protection systems and window treatments, serving residential new construction, repair & remodel, and commercial construction segments across most US regions.
ALLE vs IBP — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $747.5M |
| Net Profit | $147.5M | $76.6M |
| Gross Margin | 44.5% | 35.0% |
| Operating Margin | 20.3% | 14.6% |
| Net Margin | 14.3% | 10.2% |
| Revenue YoY | 9.3% | -0.4% |
| Net Profit YoY | 2.4% | 14.5% |
| EPS (diluted) | $1.70 | $2.81 |
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 | $747.5M | ||
| Q3 25 | $1.1B | $778.2M | ||
| Q2 25 | $1.0B | $760.3M | ||
| Q1 25 | $941.9M | $684.8M | ||
| Q4 24 | $945.6M | $750.2M | ||
| Q3 24 | $967.1M | $760.6M | ||
| Q2 24 | $965.6M | $737.6M | ||
| Q1 24 | $893.9M | $692.9M |
| Q4 25 | $147.5M | $76.6M | ||
| Q3 25 | $188.4M | $74.4M | ||
| Q2 25 | $159.7M | $69.0M | ||
| Q1 25 | $148.2M | $45.4M | ||
| Q4 24 | $144.1M | $66.9M | ||
| Q3 24 | $174.2M | $68.6M | ||
| Q2 24 | $155.4M | $65.2M | ||
| Q1 24 | $123.8M | $55.9M |
| Q4 25 | 44.5% | 35.0% | ||
| Q3 25 | 45.8% | 34.0% | ||
| Q2 25 | 45.6% | 34.2% | ||
| Q1 25 | 44.9% | 32.7% | ||
| Q4 24 | 44.1% | 33.6% | ||
| Q3 24 | 44.7% | 33.8% | ||
| Q2 24 | 44.4% | 34.1% | ||
| Q1 24 | 43.8% | 33.8% |
| Q4 25 | 20.3% | 14.6% | ||
| Q3 25 | 21.8% | 13.7% | ||
| Q2 25 | 21.5% | 13.3% | ||
| Q1 25 | 20.9% | 10.2% | ||
| Q4 24 | 19.5% | 13.1% | ||
| Q3 24 | 22.2% | 13.3% | ||
| Q2 24 | 21.6% | 12.9% | ||
| Q1 24 | 19.3% | 12.7% |
| Q4 25 | 14.3% | 10.2% | ||
| Q3 25 | 17.6% | 9.6% | ||
| Q2 25 | 15.6% | 9.1% | ||
| Q1 25 | 15.7% | 6.6% | ||
| Q4 24 | 15.2% | 8.9% | ||
| Q3 24 | 18.0% | 9.0% | ||
| Q2 24 | 16.1% | 8.8% | ||
| Q1 24 | 13.8% | 8.1% |
| Q4 25 | $1.70 | $2.81 | ||
| Q3 25 | $2.18 | $2.74 | ||
| Q2 25 | $1.85 | $2.52 | ||
| Q1 25 | $1.71 | $1.64 | ||
| Q4 24 | $1.65 | $2.39 | ||
| Q3 24 | $1.99 | $2.44 | ||
| Q2 24 | $1.77 | $2.30 | ||
| Q1 24 | $1.41 | $1.97 |
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 | $321.9M |
| Total DebtLower is stronger | $2.0B | $886.6M |
| Stockholders' EquityBook value | $2.1B | $709.9M |
| Total Assets | $5.2B | $2.1B |
| Debt / EquityLower = less leverage | 0.96× | 1.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $356.2M | $321.9M | ||
| Q3 25 | $302.7M | $333.3M | ||
| Q2 25 | $656.8M | $305.2M | ||
| Q1 25 | $494.5M | $298.7M | ||
| Q4 24 | $503.8M | $327.6M | ||
| Q3 24 | $878.9M | $406.2M | ||
| Q2 24 | $747.5M | $380.3M | ||
| Q1 24 | $391.8M | $399.9M |
| Q4 25 | $2.0B | $886.6M | ||
| Q3 25 | $2.1B | $880.8M | ||
| Q2 25 | $2.1B | $876.1M | ||
| Q1 25 | $2.0B | $872.4M | ||
| Q4 24 | $2.0B | $874.8M | ||
| Q3 24 | $2.4B | $872.3M | ||
| Q2 24 | $2.4B | $875.8M | ||
| Q1 24 | $2.0B | $875.0M |
| Q4 25 | $2.1B | $709.9M | ||
| Q3 25 | $1.9B | $678.6M | ||
| Q2 25 | $1.8B | $664.5M | ||
| Q1 25 | $1.6B | $660.9M | ||
| Q4 24 | $1.5B | $705.3M | ||
| Q3 24 | $1.6B | $716.4M | ||
| Q2 24 | $1.4B | $685.3M | ||
| Q1 24 | $1.4B | $679.2M |
| Q4 25 | $5.2B | $2.1B | ||
| Q3 25 | $5.2B | $2.1B | ||
| Q2 25 | $4.9B | $2.0B | ||
| Q1 25 | $4.6B | $2.0B | ||
| Q4 24 | $4.5B | $2.1B | ||
| Q3 24 | $5.0B | $2.1B | ||
| Q2 24 | $4.8B | $2.0B | ||
| Q1 24 | $4.3B | $2.0B |
| Q4 25 | 0.96× | 1.25× | ||
| Q3 25 | 1.07× | 1.30× | ||
| Q2 25 | 1.16× | 1.32× | ||
| Q1 25 | 1.24× | 1.32× | ||
| Q4 24 | 1.33× | 1.24× | ||
| Q3 24 | 1.53× | 1.22× | ||
| Q2 24 | 1.69× | 1.28× | ||
| Q1 24 | 1.49× | 1.29× |
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 | $64.9M |
| Free Cash FlowOCF − Capex | $200.5M | $49.3M |
| FCF MarginFCF / Revenue | 19.4% | 6.6% |
| Capex IntensityCapex / Revenue | 3.8% | 2.1% |
| Cash ConversionOCF / Net Profit | 1.63× | 0.85× |
| TTM Free Cash FlowTrailing 4 quarters | $685.7M | $300.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $240.1M | $64.9M | ||
| Q3 25 | $229.5M | $124.0M | ||
| Q2 25 | $209.7M | $90.4M | ||
| Q1 25 | $104.5M | $92.1M | ||
| Q4 24 | $219.0M | $74.8M | ||
| Q3 24 | $231.9M | $101.4M | ||
| Q2 24 | $173.0M | $79.0M | ||
| Q1 24 | $51.1M | $84.8M |
| Q4 25 | $200.5M | $49.3M | ||
| Q3 25 | $209.8M | $104.8M | ||
| Q2 25 | $192.0M | $74.8M | ||
| Q1 25 | $83.4M | $71.9M | ||
| Q4 24 | $194.9M | $52.9M | ||
| Q3 24 | $212.0M | $77.3M | ||
| Q2 24 | $152.1M | $58.2M | ||
| Q1 24 | $23.9M | $63.0M |
| Q4 25 | 19.4% | 6.6% | ||
| Q3 25 | 19.6% | 13.5% | ||
| Q2 25 | 18.8% | 9.8% | ||
| Q1 25 | 8.9% | 10.5% | ||
| Q4 24 | 20.6% | 7.1% | ||
| Q3 24 | 21.9% | 10.2% | ||
| Q2 24 | 15.8% | 7.9% | ||
| Q1 24 | 2.7% | 9.1% |
| Q4 25 | 3.8% | 2.1% | ||
| Q3 25 | 1.8% | 2.5% | ||
| Q2 25 | 1.7% | 2.1% | ||
| Q1 25 | 2.2% | 2.9% | ||
| Q4 24 | 2.5% | 2.9% | ||
| Q3 24 | 2.1% | 3.2% | ||
| Q2 24 | 2.2% | 2.8% | ||
| Q1 24 | 3.0% | 3.1% |
| Q4 25 | 1.63× | 0.85× | ||
| Q3 25 | 1.22× | 1.67× | ||
| Q2 25 | 1.31× | 1.31× | ||
| Q1 25 | 0.71× | 2.03× | ||
| Q4 24 | 1.52× | 1.12× | ||
| Q3 24 | 1.33× | 1.48× | ||
| Q2 24 | 1.11× | 1.21× | ||
| Q1 24 | 0.41× | 1.52× |
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% |
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |
