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Side-by-side financial comparison of Allegion (ALLE) and NEWELL BRANDS INC. (NWL). Click either name above to swap in a different company.
NEWELL BRANDS INC. is the larger business by last-quarter revenue ($1.9B vs $1.0B, roughly 1.8× Allegion). Allegion runs the higher net margin — 13.4% vs -16.6%, a 30.0% gap on every dollar of revenue. On growth, Allegion posted the faster year-over-year revenue change (9.7% vs -2.7%). Over the past eight quarters, NEWELL BRANDS INC.'s revenue compounded faster (7.1% 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...
Newell Brands Inc. is an American conglomerate of consumer and commercial products. The company's brands and products include Rubbermaid storage/or waste disposal containers; home organization and reusable container products; Contigo and Bubba water bottles; Coleman outdoor products; writing instruments glue ; children's products ; cookware and small appliances and fragrance products.
ALLE vs NWL — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $1.9B |
| Net Profit | $138.1M | $-315.0M |
| Gross Margin | 44.0% | 33.1% |
| Operating Margin | 18.9% | -14.3% |
| Net Margin | 13.4% | -16.6% |
| Revenue YoY | 9.7% | -2.7% |
| Net Profit YoY | -6.8% | -483.3% |
| EPS (diluted) | — | $-0.75 |
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 | $1.9B | ||
| Q3 25 | $1.1B | $1.8B | ||
| Q2 25 | $1.0B | $1.9B | ||
| Q1 25 | $941.9M | $1.6B | ||
| Q4 24 | $945.6M | $1.9B | ||
| Q3 24 | $967.1M | $1.9B | ||
| Q2 24 | $965.6M | $2.0B |
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $-315.0M | ||
| Q3 25 | $188.4M | $21.0M | ||
| Q2 25 | $159.7M | $46.0M | ||
| Q1 25 | $148.2M | $-37.0M | ||
| Q4 24 | $144.1M | $-54.0M | ||
| Q3 24 | $174.2M | $-198.0M | ||
| Q2 24 | $155.4M | $45.0M |
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | 33.1% | ||
| Q3 25 | 45.8% | 34.1% | ||
| Q2 25 | 45.6% | 35.4% | ||
| Q1 25 | 44.9% | 32.1% | ||
| Q4 24 | 44.1% | 34.2% | ||
| Q3 24 | 44.7% | 34.9% | ||
| Q2 24 | 44.4% | 34.4% |
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | -14.3% | ||
| Q3 25 | 21.8% | 6.6% | ||
| Q2 25 | 21.5% | 8.8% | ||
| Q1 25 | 20.9% | 1.3% | ||
| Q4 24 | 19.5% | 0.5% | ||
| Q3 24 | 22.2% | -6.2% | ||
| Q2 24 | 21.6% | 8.0% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | -16.6% | ||
| Q3 25 | 17.6% | 1.2% | ||
| Q2 25 | 15.6% | 2.4% | ||
| Q1 25 | 15.7% | -2.4% | ||
| Q4 24 | 15.2% | -2.8% | ||
| Q3 24 | 18.0% | -10.2% | ||
| Q2 24 | 16.1% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $-0.75 | ||
| Q3 25 | $2.18 | $0.05 | ||
| Q2 25 | $1.85 | $0.11 | ||
| Q1 25 | $1.71 | $-0.09 | ||
| Q4 24 | $1.65 | $-0.13 | ||
| Q3 24 | $1.99 | $-0.48 | ||
| Q2 24 | $1.77 | $0.11 |
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 | $203.0M |
| Total DebtLower is stronger | $2.0B | — |
| Stockholders' EquityBook value | $2.1B | $2.4B |
| Total Assets | $5.3B | $10.7B |
| Debt / EquityLower = less leverage | 0.97× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $203.0M | ||
| Q3 25 | $302.7M | $229.0M | ||
| Q2 25 | $656.8M | $219.0M | ||
| Q1 25 | $494.5M | $233.0M | ||
| Q4 24 | $503.8M | $198.0M | ||
| Q3 24 | $878.9M | $494.0M | ||
| Q2 24 | $747.5M | $382.0M |
| 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 | $2.4B | ||
| Q3 25 | $1.9B | $2.7B | ||
| Q2 25 | $1.8B | $2.7B | ||
| Q1 25 | $1.6B | $2.7B | ||
| Q4 24 | $1.5B | $2.8B | ||
| Q3 24 | $1.6B | $2.9B | ||
| Q2 24 | $1.4B | $3.1B |
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $10.7B | ||
| Q3 25 | $5.2B | $11.3B | ||
| Q2 25 | $4.9B | $11.5B | ||
| Q1 25 | $4.6B | $11.3B | ||
| Q4 24 | $4.5B | $11.0B | ||
| Q3 24 | $5.0B | $11.8B | ||
| Q2 24 | $4.8B | $12.0B |
| 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 | $161.0M |
| Free Cash FlowOCF − Capex | — | $91.0M |
| FCF MarginFCF / Revenue | — | 4.8% |
| Capex IntensityCapex / Revenue | 2.0% | 3.7% |
| Cash ConversionOCF / Net Profit | 0.73× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $17.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $161.0M | ||
| Q3 25 | $229.5M | $374.0M | ||
| Q2 25 | $209.7M | $-58.0M | ||
| Q1 25 | $104.5M | $-213.0M | ||
| Q4 24 | $219.0M | $150.0M | ||
| Q3 24 | $231.9M | $282.0M | ||
| Q2 24 | $173.0M | $32.0M |
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $91.0M | ||
| Q3 25 | $209.8M | $315.0M | ||
| Q2 25 | $192.0M | $-117.0M | ||
| Q1 25 | $83.4M | $-272.0M | ||
| Q4 24 | $194.9M | $54.0M | ||
| Q3 24 | $212.0M | $231.0M | ||
| Q2 24 | $152.1M | $-21.0M |
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 4.8% | ||
| Q3 25 | 19.6% | 17.4% | ||
| Q2 25 | 18.8% | -6.0% | ||
| Q1 25 | 8.9% | -17.4% | ||
| Q4 24 | 20.6% | 2.8% | ||
| Q3 24 | 21.9% | 11.9% | ||
| Q2 24 | 15.8% | -1.0% |
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 3.7% | ||
| Q3 25 | 1.8% | 3.3% | ||
| Q2 25 | 1.7% | 3.0% | ||
| Q1 25 | 2.2% | 3.8% | ||
| Q4 24 | 2.5% | 4.9% | ||
| Q3 24 | 2.1% | 2.6% | ||
| Q2 24 | 2.2% | 2.6% |
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.22× | 17.81× | ||
| Q2 25 | 1.31× | -1.26× | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 1.52× | — | ||
| Q3 24 | 1.33× | — | ||
| Q2 24 | 1.11× | 0.71× |
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% |
NWL
| Kitchen | $538.0M | 28% |
| Writing | $370.0M | 20% |
| Commercial | $320.0M | 17% |
| Financial Institution Two | $286.0M | 15% |
| Baby | $259.0M | 14% |
| Outdoor And Recreation | $142.0M | 7% |
