vs
Side-by-side financial comparison of Allegion (ALLE) and Life Time Group Holdings, Inc. (LTH). Click either name above to swap in a different company.
Allegion is the larger business by last-quarter revenue ($1.0B vs $745.1M, roughly 1.4× Life Time Group Holdings, Inc.). Life Time Group Holdings, Inc. runs the higher net margin — 16.5% vs 13.4%, a 3.1% gap on every dollar of revenue. On growth, Life Time Group Holdings, Inc. posted the faster year-over-year revenue change (12.3% vs 9.7%). Over the past eight quarters, Life Time Group Holdings, Inc.'s revenue compounded faster (11.7% 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...
Life Time Group Holdings, Inc. operates a network of premium athletic, fitness and wellness destinations across the United States. It offers diverse services including state-of-the-art gym facilities, group exercise classes, personal training, spa treatments, nutrition coaching, youth programs and co-working spaces for consumers pursuing holistic healthy lifestyles.
ALLE vs LTH — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $745.1M |
| Net Profit | $138.1M | $123.0M |
| Gross Margin | 44.0% | 49.1% |
| Operating Margin | 18.9% | 17.4% |
| Net Margin | 13.4% | 16.5% |
| Revenue YoY | 9.7% | 12.3% |
| Net Profit YoY | -6.8% | 231.0% |
| EPS (diluted) | — | $0.55 |
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 | $745.1M | ||
| Q3 25 | $1.1B | $782.6M | ||
| Q2 25 | $1.0B | $761.5M | ||
| Q1 25 | $941.9M | $706.0M | ||
| Q4 24 | $945.6M | $663.3M | ||
| Q3 24 | $967.1M | $693.2M | ||
| Q2 24 | $965.6M | $667.8M |
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $123.0M | ||
| Q3 25 | $188.4M | $102.4M | ||
| Q2 25 | $159.7M | $72.1M | ||
| Q1 25 | $148.2M | $76.1M | ||
| Q4 24 | $144.1M | $37.2M | ||
| Q3 24 | $174.2M | $41.4M | ||
| Q2 24 | $155.4M | $52.8M |
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | 49.1% | ||
| Q3 25 | 45.8% | 47.1% | ||
| Q2 25 | 45.6% | 47.0% | ||
| Q1 25 | 44.9% | 47.5% | ||
| Q4 24 | 44.1% | 48.2% | ||
| Q3 24 | 44.7% | 46.5% | ||
| Q2 24 | 44.4% | 46.8% |
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 17.4% | ||
| Q3 25 | 21.8% | 17.3% | ||
| Q2 25 | 21.5% | 14.2% | ||
| Q1 25 | 20.9% | 15.2% | ||
| Q4 24 | 19.5% | 13.1% | ||
| Q3 24 | 22.2% | 13.5% | ||
| Q2 24 | 21.6% | 15.7% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | 16.5% | ||
| Q3 25 | 17.6% | 13.1% | ||
| Q2 25 | 15.6% | 9.5% | ||
| Q1 25 | 15.7% | 10.8% | ||
| Q4 24 | 15.2% | 5.6% | ||
| Q3 24 | 18.0% | 6.0% | ||
| Q2 24 | 16.1% | 7.9% |
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $0.55 | ||
| Q3 25 | $2.18 | $0.45 | ||
| Q2 25 | $1.85 | $0.32 | ||
| Q1 25 | $1.71 | $0.34 | ||
| Q4 24 | $1.65 | $0.17 | ||
| Q3 24 | $1.99 | $0.19 | ||
| Q2 24 | $1.77 | $0.26 |
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 | $204.8M |
| Total DebtLower is stronger | $2.0B | $1.5B |
| Stockholders' EquityBook value | $2.1B | $3.1B |
| Total Assets | $5.3B | $8.0B |
| Debt / EquityLower = less leverage | 0.97× | 0.48× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $204.8M | ||
| Q3 25 | $302.7M | $218.9M | ||
| Q2 25 | $656.8M | $175.5M | ||
| Q1 25 | $494.5M | $59.0M | ||
| Q4 24 | $503.8M | $10.9M | ||
| Q3 24 | $878.9M | $120.9M | ||
| Q2 24 | $747.5M | $34.5M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $1.5B | ||
| Q3 25 | $2.1B | $1.5B | ||
| Q2 25 | $2.1B | $1.5B | ||
| Q1 25 | $2.0B | $1.5B | ||
| Q4 24 | $2.0B | $1.5B | ||
| Q3 24 | $2.4B | $1.7B | ||
| Q2 24 | $2.4B | $1.8B |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $3.1B | ||
| Q3 25 | $1.9B | $3.0B | ||
| Q2 25 | $1.8B | $2.9B | ||
| Q1 25 | $1.6B | $2.7B | ||
| Q4 24 | $1.5B | $2.6B | ||
| Q3 24 | $1.6B | $2.6B | ||
| Q2 24 | $1.4B | $2.4B |
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $8.0B | ||
| Q3 25 | $5.2B | $7.8B | ||
| Q2 25 | $4.9B | $7.6B | ||
| Q1 25 | $4.6B | $7.3B | ||
| Q4 24 | $4.5B | $7.2B | ||
| Q3 24 | $5.0B | $7.2B | ||
| Q2 24 | $4.8B | $7.1B |
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | 0.48× | ||
| Q3 25 | 1.07× | 0.51× | ||
| Q2 25 | 1.16× | 0.53× | ||
| Q1 25 | 1.24× | 0.56× | ||
| Q4 24 | 1.33× | 0.59× | ||
| Q3 24 | 1.53× | 0.64× | ||
| Q2 24 | 1.69× | 0.78× |
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 | $239.9M |
| Free Cash FlowOCF − Capex | — | $-64.6M |
| FCF MarginFCF / Revenue | — | -8.7% |
| Capex IntensityCapex / Revenue | 2.0% | 40.9% |
| Cash ConversionOCF / Net Profit | 0.73× | 1.95× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-21.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $239.9M | ||
| Q3 25 | $229.5M | $251.1M | ||
| Q2 25 | $209.7M | $195.7M | ||
| Q1 25 | $104.5M | $183.9M | ||
| Q4 24 | $219.0M | $163.1M | ||
| Q3 24 | $231.9M | $151.1M | ||
| Q2 24 | $173.0M | $170.4M |
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $-64.6M | ||
| Q3 25 | $209.8M | $28.6M | ||
| Q2 25 | $192.0M | $-26.3M | ||
| Q1 25 | $83.4M | $41.4M | ||
| Q4 24 | $194.9M | $26.8M | ||
| Q3 24 | $212.0M | $64.0M | ||
| Q2 24 | $152.1M | $26.1M |
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | -8.7% | ||
| Q3 25 | 19.6% | 3.7% | ||
| Q2 25 | 18.8% | -3.5% | ||
| Q1 25 | 8.9% | 5.9% | ||
| Q4 24 | 20.6% | 4.0% | ||
| Q3 24 | 21.9% | 9.2% | ||
| Q2 24 | 15.8% | 3.9% |
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 40.9% | ||
| Q3 25 | 1.8% | 28.4% | ||
| Q2 25 | 1.7% | 29.2% | ||
| Q1 25 | 2.2% | 20.2% | ||
| Q4 24 | 2.5% | 20.6% | ||
| Q3 24 | 2.1% | 12.6% | ||
| Q2 24 | 2.2% | 21.6% |
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 1.95× | ||
| Q3 25 | 1.22× | 2.45× | ||
| Q2 25 | 1.31× | 2.71× | ||
| Q1 25 | 0.71× | 2.41× | ||
| Q4 24 | 1.52× | 4.39× | ||
| Q3 24 | 1.33× | 3.65× | ||
| Q2 24 | 1.11× | 3.23× |
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% |
LTH
| Membership | $535.1M | 72% |
| In Center | $191.2M | 26% |
| Other | $18.8M | 3% |
