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Side-by-side financial comparison of Allegion (ALLE) and JANUS HENDERSON GROUP PLC (JHG). Click either name above to swap in a different company.
JANUS HENDERSON GROUP PLC is the larger business by last-quarter revenue ($1.1B vs $1.0B, roughly 1.1× Allegion). JANUS HENDERSON GROUP PLC runs the higher net margin — 35.3% vs 13.4%, a 21.9% gap on every dollar of revenue. On growth, JANUS HENDERSON GROUP PLC posted the faster year-over-year revenue change (61.3% vs 9.7%). Over the past eight quarters, JANUS HENDERSON GROUP PLC's revenue compounded faster (43.9% CAGR vs 3.5%).
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...
Janus Henderson is a British-American global asset management group headquartered in the City of London, United Kingdom. It offers a range of financial products to individuals, intermediary advisors, and institutional investors globally under the trade name Janus Henderson Investors.
ALLE vs JHG — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $1.1B |
| Net Profit | $138.1M | $403.2M |
| Gross Margin | 44.0% | — |
| Operating Margin | 18.9% | 42.7% |
| Net Margin | 13.4% | 35.3% |
| Revenue YoY | 9.7% | 61.3% |
| Net Profit YoY | -6.8% | 231.0% |
| EPS (diluted) | — | $2.59 |
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.
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $1.1B | ||
| Q3 25 | $1.1B | $700.4M | ||
| Q2 25 | $1.0B | $633.2M | ||
| Q1 25 | $941.9M | $621.4M | ||
| Q4 24 | $945.6M | $708.3M | ||
| Q3 24 | $967.1M | $624.8M | ||
| Q2 24 | $965.6M | $588.4M |
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $403.2M | ||
| Q3 25 | $188.4M | $142.1M | ||
| Q2 25 | $159.7M | $149.9M | ||
| Q1 25 | $148.2M | $120.7M | ||
| Q4 24 | $144.1M | $121.8M | ||
| Q3 24 | $174.2M | $27.3M | ||
| Q2 24 | $155.4M | $129.7M |
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | — | ||
| Q3 25 | 45.8% | — | ||
| Q2 25 | 45.6% | — | ||
| Q1 25 | 44.9% | — | ||
| Q4 24 | 44.1% | — | ||
| Q3 24 | 44.7% | — | ||
| Q2 24 | 44.4% | — |
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 42.7% | ||
| Q3 25 | 21.8% | 24.6% | ||
| Q2 25 | 21.5% | 25.9% | ||
| Q1 25 | 20.9% | 24.7% | ||
| Q4 24 | 19.5% | 27.9% | ||
| Q3 24 | 22.2% | 26.4% | ||
| Q2 24 | 21.6% | 27.9% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | 35.3% | ||
| Q3 25 | 17.6% | 20.3% | ||
| Q2 25 | 15.6% | 23.7% | ||
| Q1 25 | 15.7% | 19.4% | ||
| Q4 24 | 15.2% | 17.2% | ||
| Q3 24 | 18.0% | 4.4% | ||
| Q2 24 | 16.1% | 22.0% |
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $2.59 | ||
| Q3 25 | $2.18 | $0.92 | ||
| Q2 25 | $1.85 | $0.95 | ||
| Q1 25 | $1.71 | $0.77 | ||
| Q4 24 | $1.65 | $0.77 | ||
| Q3 24 | $1.99 | $0.17 | ||
| Q2 24 | $1.77 | $0.81 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $308.9M | $1.6B |
| Total DebtLower is stronger | $2.0B | — |
| Stockholders' EquityBook value | $2.1B | $5.1B |
| Total Assets | $5.3B | $8.3B |
| Debt / EquityLower = less leverage | 0.97× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $1.6B | ||
| Q3 25 | $302.7M | $1.4B | ||
| Q2 25 | $656.8M | $1.3B | ||
| Q1 25 | $494.5M | $1.4B | ||
| Q4 24 | $503.8M | $1.6B | ||
| Q3 24 | $878.9M | $1.8B | ||
| Q2 24 | $747.5M | $1.3B |
| Q1 26 | $2.0B | — | ||
| 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 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $5.1B | ||
| Q3 25 | $1.9B | $4.8B | ||
| Q2 25 | $1.8B | $4.8B | ||
| Q1 25 | $1.6B | $4.7B | ||
| Q4 24 | $1.5B | $4.6B | ||
| Q3 24 | $1.6B | $4.6B | ||
| Q2 24 | $1.4B | $4.5B |
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $8.3B | ||
| Q3 25 | $5.2B | $7.6B | ||
| Q2 25 | $4.9B | $7.5B | ||
| Q1 25 | $4.6B | $7.1B | ||
| Q4 24 | $4.5B | $7.0B | ||
| Q3 24 | $5.0B | $7.3B | ||
| Q2 24 | $4.8B | $6.4B |
| Q1 26 | 0.97× | — | ||
| 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× | — |
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 | $101.3M | $322.7M |
| Free Cash FlowOCF − Capex | — | $320.4M |
| FCF MarginFCF / Revenue | — | 28.0% |
| Capex IntensityCapex / Revenue | 2.0% | 0.2% |
| Cash ConversionOCF / Net Profit | 0.73× | 0.80× |
| TTM Free Cash FlowTrailing 4 quarters | — | $710.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $322.7M | ||
| Q3 25 | $229.5M | $258.8M | ||
| Q2 25 | $209.7M | $135.2M | ||
| Q1 25 | $104.5M | $2.8M | ||
| Q4 24 | $219.0M | $247.3M | ||
| Q3 24 | $231.9M | $228.5M | ||
| Q2 24 | $173.0M | $223.8M |
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $320.4M | ||
| Q3 25 | $209.8M | $256.4M | ||
| Q2 25 | $192.0M | $133.2M | ||
| Q1 25 | $83.4M | $900.0K | ||
| Q4 24 | $194.9M | $243.5M | ||
| Q3 24 | $212.0M | $225.9M | ||
| Q2 24 | $152.1M | $221.9M |
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 28.0% | ||
| Q3 25 | 19.6% | 36.6% | ||
| Q2 25 | 18.8% | 21.0% | ||
| Q1 25 | 8.9% | 0.1% | ||
| Q4 24 | 20.6% | 34.4% | ||
| Q3 24 | 21.9% | 36.2% | ||
| Q2 24 | 15.8% | 37.7% |
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 0.2% | ||
| Q3 25 | 1.8% | 0.3% | ||
| Q2 25 | 1.7% | 0.3% | ||
| Q1 25 | 2.2% | 0.3% | ||
| Q4 24 | 2.5% | 0.5% | ||
| Q3 24 | 2.1% | 0.4% | ||
| Q2 24 | 2.2% | 0.3% |
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 0.80× | ||
| Q3 25 | 1.22× | 1.82× | ||
| Q2 25 | 1.31× | 0.90× | ||
| Q1 25 | 0.71× | 0.02× | ||
| Q4 24 | 1.52× | 2.03× | ||
| Q3 24 | 1.33× | 8.37× | ||
| Q2 24 | 1.11× | 1.73× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALLE
| Allegion Americas | $809.9M | 78% |
| Allegion International | $223.7M | 22% |
JHG
| Investment Advice | $585.2M | 51% |
| Investment Performance | $425.8M | 37% |
| Other | $76.4M | 7% |
