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Side-by-side financial comparison of Allegion (ALLE) and KEMPER Corp (KMPR). Click either name above to swap in a different company.
KEMPER Corp is the larger business by last-quarter revenue ($1.1B vs $1.0B, roughly 1.1× Allegion). Allegion runs the higher net margin — 13.4% vs -0.7%, a 14.1% gap on every dollar of revenue. On growth, Allegion posted the faster year-over-year revenue change (9.7% vs -4.7%). Over the past eight quarters, Allegion's revenue compounded faster (3.5% CAGR vs -0.5%).
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...
Kemper Corporation is an American insurance provider with corporate headquarters located in Chicago, Illinois. With nearly $13 billion in assets, the Kemper family of companies provides insurance to individuals, families, and businesses.
ALLE vs KMPR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $1.1B |
| Net Profit | $138.1M | $-8.0M |
| Gross Margin | 44.0% | — |
| Operating Margin | 18.9% | — |
| Net Margin | 13.4% | -0.7% |
| Revenue YoY | 9.7% | -4.7% |
| Net Profit YoY | -6.8% | -108.2% |
| EPS (diluted) | — | $-0.03 |
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 | $1.2B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $941.9M | $1.2B | ||
| Q4 24 | $945.6M | $1.2B | ||
| Q3 24 | $967.1M | $1.2B | ||
| Q2 24 | $965.6M | $1.1B |
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $-8.0M | ||
| Q3 25 | $188.4M | $-21.0M | ||
| Q2 25 | $159.7M | $72.6M | ||
| Q1 25 | $148.2M | $99.7M | ||
| Q4 24 | $144.1M | $97.4M | ||
| Q3 24 | $174.2M | $73.7M | ||
| Q2 24 | $155.4M | $75.4M |
| 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% | — | ||
| Q3 25 | 21.8% | — | ||
| Q2 25 | 21.5% | — | ||
| Q1 25 | 20.9% | — | ||
| Q4 24 | 19.5% | — | ||
| Q3 24 | 22.2% | 11.2% | ||
| Q2 24 | 21.6% | 10.1% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | -0.7% | ||
| Q3 25 | 17.6% | -1.7% | ||
| Q2 25 | 15.6% | 5.9% | ||
| Q1 25 | 15.7% | 8.4% | ||
| Q4 24 | 15.2% | 8.2% | ||
| Q3 24 | 18.0% | 6.3% | ||
| Q2 24 | 16.1% | 6.7% |
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $-0.03 | ||
| Q3 25 | $2.18 | $-0.34 | ||
| Q2 25 | $1.85 | $1.12 | ||
| Q1 25 | $1.71 | $1.54 | ||
| Q4 24 | $1.65 | $1.51 | ||
| Q3 24 | $1.99 | $1.14 | ||
| Q2 24 | $1.77 | $1.16 |
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 | — |
| Total DebtLower is stronger | $2.0B | $943.5M |
| Stockholders' EquityBook value | $2.1B | $2.7B |
| Total Assets | $5.3B | $12.5B |
| Debt / EquityLower = less leverage | 0.97× | 0.35× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | — | ||
| Q3 25 | $302.7M | $371.2M | ||
| Q2 25 | $656.8M | $407.6M | ||
| Q1 25 | $494.5M | $545.3M | ||
| Q4 24 | $503.8M | $1.0B | ||
| Q3 24 | $878.9M | $696.9M | ||
| Q2 24 | $747.5M | $539.1M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $943.5M | ||
| Q3 25 | $2.1B | $943.1M | ||
| Q2 25 | $2.1B | $942.6M | ||
| Q1 25 | $2.0B | $942.1M | ||
| Q4 24 | $2.0B | $1.4B | ||
| Q3 24 | $2.4B | $1.4B | ||
| Q2 24 | $2.4B | $1.4B |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $2.7B | ||
| Q3 25 | $1.9B | $2.7B | ||
| Q2 25 | $1.8B | $370.0M | ||
| Q1 25 | $1.6B | $366.0M | ||
| Q4 24 | $1.5B | $2.8B | ||
| Q3 24 | $1.6B | $2.8B | ||
| Q2 24 | $1.4B | $358.0M |
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $12.5B | ||
| Q3 25 | $5.2B | $12.4B | ||
| Q2 25 | $4.9B | $12.6B | ||
| Q1 25 | $4.6B | $12.5B | ||
| Q4 24 | $4.5B | $12.6B | ||
| Q3 24 | $5.0B | $12.6B | ||
| Q2 24 | $4.8B | $12.6B |
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | 0.35× | ||
| Q3 25 | 1.07× | 0.35× | ||
| Q2 25 | 1.16× | 2.55× | ||
| Q1 25 | 1.24× | 2.57× | ||
| Q4 24 | 1.33× | 0.50× | ||
| Q3 24 | 1.53× | 0.50× | ||
| Q2 24 | 1.69× | 3.88× |
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 | $175.0M |
| Free Cash FlowOCF − Capex | — | $166.2M |
| FCF MarginFCF / Revenue | — | 14.7% |
| Capex IntensityCapex / Revenue | 2.0% | 0.8% |
| Cash ConversionOCF / Net Profit | 0.73× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $553.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $175.0M | ||
| Q3 25 | $229.5M | $139.9M | ||
| Q2 25 | $209.7M | $89.6M | ||
| Q1 25 | $104.5M | $180.0M | ||
| Q4 24 | $219.0M | $175.1M | ||
| Q3 24 | $231.9M | $141.9M | ||
| Q2 24 | $173.0M | $22.9M |
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $166.2M | ||
| Q3 25 | $209.8M | $133.4M | ||
| Q2 25 | $192.0M | $82.0M | ||
| Q1 25 | $83.4M | $172.3M | ||
| Q4 24 | $194.9M | $165.4M | ||
| Q3 24 | $212.0M | $131.4M | ||
| Q2 24 | $152.1M | $5.2M |
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 14.7% | ||
| Q3 25 | 19.6% | 10.8% | ||
| Q2 25 | 18.8% | 6.7% | ||
| Q1 25 | 8.9% | 14.4% | ||
| Q4 24 | 20.6% | 13.9% | ||
| Q3 24 | 21.9% | 11.1% | ||
| Q2 24 | 15.8% | 0.5% |
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 0.8% | ||
| Q3 25 | 1.8% | 0.5% | ||
| Q2 25 | 1.7% | 0.6% | ||
| Q1 25 | 2.2% | 0.6% | ||
| Q4 24 | 2.5% | 0.8% | ||
| Q3 24 | 2.1% | 0.9% | ||
| Q2 24 | 2.2% | 1.6% |
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.22× | — | ||
| Q2 25 | 1.31× | 1.23× | ||
| Q1 25 | 0.71× | 1.81× | ||
| Q4 24 | 1.52× | 1.80× | ||
| Q3 24 | 1.33× | 1.93× | ||
| Q2 24 | 1.11× | 0.30× |
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% |
KMPR
| Specialty Property Casualty Insurance Segment | $995.1M | 88% |
| Life Insurance Segment1 | $140.7M | 12% |
