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Side-by-side financial comparison of Allegion (ALLE) and ITRON, INC. (ITRI). Click either name above to swap in a different company.
Allegion is the larger business by last-quarter revenue ($1.0B vs $571.7M, roughly 1.8× ITRON, INC.). ITRON, INC. runs the higher net margin — 17.8% vs 14.3%, a 3.5% gap on every dollar of revenue. On growth, Allegion posted the faster year-over-year revenue change (9.3% vs -6.7%). Allegion produced more free cash flow last quarter ($200.5M vs $111.5M). Over the past eight quarters, Allegion's revenue compounded faster (7.5% CAGR vs -2.7%).
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...
Itron, Inc. is an American technology company that offers products and services for energy and water resource management. It is headquartered in Liberty Lake, Washington, United States. The company's products measure and analyze electricity, gas and water consumption. Its products include electricity, gas, water and thermal energy measurement devices and control technology, communications systems, software, as well as managed and consulting services.
ALLE vs ITRI — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $571.7M |
| Net Profit | $147.5M | $101.6M |
| Gross Margin | 44.5% | 40.5% |
| Operating Margin | 20.3% | 13.8% |
| Net Margin | 14.3% | 17.8% |
| Revenue YoY | 9.3% | -6.7% |
| Net Profit YoY | 2.4% | 74.9% |
| EPS (diluted) | $1.70 | $2.20 |
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 | $571.7M | ||
| Q3 25 | $1.1B | $581.6M | ||
| Q2 25 | $1.0B | $606.8M | ||
| Q1 25 | $941.9M | $607.2M | ||
| Q4 24 | $945.6M | $612.9M | ||
| Q3 24 | $967.1M | $615.5M | ||
| Q2 24 | $965.6M | $609.1M | ||
| Q1 24 | $893.9M | $603.4M |
| Q4 25 | $147.5M | $101.6M | ||
| Q3 25 | $188.4M | $65.6M | ||
| Q2 25 | $159.7M | $68.3M | ||
| Q1 25 | $148.2M | $65.5M | ||
| Q4 24 | $144.1M | $58.1M | ||
| Q3 24 | $174.2M | $78.0M | ||
| Q2 24 | $155.4M | $51.3M | ||
| Q1 24 | $123.8M | $51.7M |
| Q4 25 | 44.5% | 40.5% | ||
| Q3 25 | 45.8% | 37.7% | ||
| Q2 25 | 45.6% | 36.9% | ||
| Q1 25 | 44.9% | 35.8% | ||
| Q4 24 | 44.1% | 34.9% | ||
| Q3 24 | 44.7% | 34.1% | ||
| Q2 24 | 44.4% | 34.6% | ||
| Q1 24 | 43.8% | 34.0% |
| Q4 25 | 20.3% | 13.8% | ||
| Q3 25 | 21.8% | 14.1% | ||
| Q2 25 | 21.5% | 12.6% | ||
| Q1 25 | 20.9% | 12.6% | ||
| Q4 24 | 19.5% | 10.2% | ||
| Q3 24 | 22.2% | 12.0% | ||
| Q2 24 | 21.6% | 10.6% | ||
| Q1 24 | 19.3% | 10.4% |
| Q4 25 | 14.3% | 17.8% | ||
| Q3 25 | 17.6% | 11.3% | ||
| Q2 25 | 15.6% | 11.3% | ||
| Q1 25 | 15.7% | 10.8% | ||
| Q4 24 | 15.2% | 9.5% | ||
| Q3 24 | 18.0% | 12.7% | ||
| Q2 24 | 16.1% | 8.4% | ||
| Q1 24 | 13.8% | 8.6% |
| Q4 25 | $1.70 | $2.20 | ||
| Q3 25 | $2.18 | $1.41 | ||
| Q2 25 | $1.85 | $1.47 | ||
| Q1 25 | $1.71 | $1.42 | ||
| Q4 24 | $1.65 | $1.26 | ||
| Q3 24 | $1.99 | $1.70 | ||
| Q2 24 | $1.77 | $1.10 | ||
| Q1 24 | $1.41 | $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 | $356.2M | $1.0B |
| Total DebtLower is stronger | $2.0B | $1.3B |
| Stockholders' EquityBook value | $2.1B | $1.7B |
| Total Assets | $5.2B | $3.7B |
| Debt / EquityLower = less leverage | 0.96× | 0.74× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $356.2M | $1.0B | ||
| Q3 25 | $302.7M | $1.3B | ||
| Q2 25 | $656.8M | $1.2B | ||
| Q1 25 | $494.5M | $1.1B | ||
| Q4 24 | $503.8M | $1.1B | ||
| Q3 24 | $878.9M | $982.5M | ||
| Q2 24 | $747.5M | $920.6M | ||
| Q1 24 | $391.8M | $300.6M |
| Q4 25 | $2.0B | $1.3B | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $2.4B | $1.3B | ||
| Q2 24 | $2.4B | $1.3B | ||
| Q1 24 | $2.0B | $460.0M |
| Q4 25 | $2.1B | $1.7B | ||
| Q3 25 | $1.9B | $1.7B | ||
| Q2 25 | $1.8B | $1.6B | ||
| Q1 25 | $1.6B | $1.5B | ||
| Q4 24 | $1.5B | $1.4B | ||
| Q3 24 | $1.6B | $1.3B | ||
| Q2 24 | $1.4B | $1.2B | ||
| Q1 24 | $1.4B | $1.4B |
| Q4 25 | $5.2B | $3.7B | ||
| Q3 25 | $5.2B | $3.7B | ||
| Q2 25 | $4.9B | $3.6B | ||
| Q1 25 | $4.6B | $3.5B | ||
| Q4 24 | $4.5B | $3.4B | ||
| Q3 24 | $5.0B | $3.4B | ||
| Q2 24 | $4.8B | $3.3B | ||
| Q1 24 | $4.3B | $2.7B |
| Q4 25 | 0.96× | 0.74× | ||
| Q3 25 | 1.07× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.24× | — | ||
| Q4 24 | 1.33× | 0.91× | ||
| Q3 24 | 1.53× | 0.94× | ||
| Q2 24 | 1.69× | 1.02× | ||
| Q1 24 | 1.49× | 0.34× |
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 | $119.3M |
| Free Cash FlowOCF − Capex | $200.5M | $111.5M |
| FCF MarginFCF / Revenue | 19.4% | 19.5% |
| Capex IntensityCapex / Revenue | 3.8% | 1.4% |
| Cash ConversionOCF / Net Profit | 1.63× | 1.17× |
| TTM Free Cash FlowTrailing 4 quarters | $685.7M | $383.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $240.1M | $119.3M | ||
| Q3 25 | $229.5M | $117.8M | ||
| Q2 25 | $209.7M | $96.7M | ||
| Q1 25 | $104.5M | $72.1M | ||
| Q4 24 | $219.0M | $79.8M | ||
| Q3 24 | $231.9M | $65.3M | ||
| Q2 24 | $173.0M | $51.7M | ||
| Q1 24 | $51.1M | $41.3M |
| Q4 25 | $200.5M | $111.5M | ||
| Q3 25 | $209.8M | $113.4M | ||
| Q2 25 | $192.0M | $90.7M | ||
| Q1 25 | $83.4M | $67.5M | ||
| Q4 24 | $194.9M | $70.2M | ||
| Q3 24 | $212.0M | $58.7M | ||
| Q2 24 | $152.1M | $44.6M | ||
| Q1 24 | $23.9M | $34.2M |
| Q4 25 | 19.4% | 19.5% | ||
| Q3 25 | 19.6% | 19.5% | ||
| Q2 25 | 18.8% | 14.9% | ||
| Q1 25 | 8.9% | 11.1% | ||
| Q4 24 | 20.6% | 11.4% | ||
| Q3 24 | 21.9% | 9.5% | ||
| Q2 24 | 15.8% | 7.3% | ||
| Q1 24 | 2.7% | 5.7% |
| Q4 25 | 3.8% | 1.4% | ||
| Q3 25 | 1.8% | 0.8% | ||
| Q2 25 | 1.7% | 1.0% | ||
| Q1 25 | 2.2% | 0.8% | ||
| Q4 24 | 2.5% | 1.6% | ||
| Q3 24 | 2.1% | 1.1% | ||
| Q2 24 | 2.2% | 1.2% | ||
| Q1 24 | 3.0% | 1.2% |
| Q4 25 | 1.63× | 1.17× | ||
| Q3 25 | 1.22× | 1.80× | ||
| Q2 25 | 1.31× | 1.41× | ||
| Q1 25 | 0.71× | 1.10× | ||
| Q4 24 | 1.52× | 1.37× | ||
| Q3 24 | 1.33× | 0.84× | ||
| Q2 24 | 1.11× | 1.01× | ||
| Q1 24 | 0.41× | 0.80× |
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% |
ITRI
| Networked Solutions Segment | $352.0M | 62% |
| Outcomes Segment | $111.8M | 20% |
| Device Solutions | $104.8M | 18% |
