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Side-by-side financial comparison of Allegion (ALLE) and ON Semiconductor (ON). Click either name above to swap in a different company.
ON Semiconductor is the larger business by last-quarter revenue ($1.6B vs $1.0B, roughly 1.5× Allegion). ON Semiconductor runs the higher net margin — 16.4% vs 13.4%, a 3.1% gap on every dollar of revenue. On growth, Allegion posted the faster year-over-year revenue change (9.7% vs -10.0%). Over the past eight quarters, Allegion's revenue compounded faster (3.5% CAGR vs -12.3%).
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...
Fairchild Semiconductor International, Inc. was an American semiconductor company based in San Jose, California. It was founded in 1957 as a division of Fairchild Camera and Instrument by the "traitorous eight" who defected from Shockley Semiconductor Laboratory. It became a pioneer in the manufacturing of transistors and of integrated circuits. Schlumberger bought the firm in 1979 and sold it to National Semiconductor in 1987; Fairchild was spun off as an independent company again in 1997. I...
ALLE vs ON — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $1.6B |
| Net Profit | $138.1M | $255.0M |
| Gross Margin | 44.0% | 37.9% |
| Operating Margin | 18.9% | 17.0% |
| Net Margin | 13.4% | 16.4% |
| Revenue YoY | 9.7% | -10.0% |
| Net Profit YoY | -6.8% | -32.9% |
| EPS (diluted) | — | $0.63 |
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 | $1.6B | ||
| Q3 25 | $1.1B | $1.5B | ||
| Q2 25 | $1.0B | $1.4B | ||
| Q1 25 | $941.9M | — | ||
| Q4 24 | $945.6M | $1.7B | ||
| Q3 24 | $967.1M | $1.8B | ||
| Q2 24 | $965.6M | $1.7B |
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $255.0M | ||
| Q3 25 | $188.4M | $170.3M | ||
| Q2 25 | $159.7M | $-486.1M | ||
| Q1 25 | $148.2M | — | ||
| Q4 24 | $144.1M | $379.9M | ||
| Q3 24 | $174.2M | $401.7M | ||
| Q2 24 | $155.4M | $338.2M |
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | 37.9% | ||
| Q3 25 | 45.8% | 37.6% | ||
| Q2 25 | 45.6% | 20.3% | ||
| Q1 25 | 44.9% | — | ||
| Q4 24 | 44.1% | 45.2% | ||
| Q3 24 | 44.7% | 45.4% | ||
| Q2 24 | 44.4% | 45.2% |
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 17.0% | ||
| Q3 25 | 21.8% | 13.2% | ||
| Q2 25 | 21.5% | -39.7% | ||
| Q1 25 | 20.9% | — | ||
| Q4 24 | 19.5% | 23.7% | ||
| Q3 24 | 22.2% | 25.3% | ||
| Q2 24 | 21.6% | 22.4% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | 16.4% | ||
| Q3 25 | 17.6% | 11.6% | ||
| Q2 25 | 15.6% | -33.6% | ||
| Q1 25 | 15.7% | — | ||
| Q4 24 | 15.2% | 22.1% | ||
| Q3 24 | 18.0% | 22.8% | ||
| Q2 24 | 16.1% | 19.5% |
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $0.63 | ||
| Q3 25 | $2.18 | $0.41 | ||
| Q2 25 | $1.85 | $-1.15 | ||
| Q1 25 | $1.71 | — | ||
| Q4 24 | $1.65 | $0.88 | ||
| Q3 24 | $1.99 | $0.93 | ||
| Q2 24 | $1.77 | $0.78 |
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 | $2.9B |
| Total DebtLower is stronger | $2.0B | $3.4B |
| Stockholders' EquityBook value | $2.1B | $7.9B |
| Total Assets | $5.3B | $13.0B |
| Debt / EquityLower = less leverage | 0.97× | 0.43× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $2.9B | ||
| Q3 25 | $302.7M | $2.8B | ||
| Q2 25 | $656.8M | $3.0B | ||
| Q1 25 | $494.5M | — | ||
| Q4 24 | $503.8M | $3.0B | ||
| Q3 24 | $878.9M | $2.8B | ||
| Q2 24 | $747.5M | $2.7B |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $3.4B | ||
| Q3 25 | $2.1B | $3.4B | ||
| Q2 25 | $2.1B | $3.4B | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | $3.4B | ||
| Q3 24 | $2.4B | $3.4B | ||
| Q2 24 | $2.4B | $3.4B |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $7.9B | ||
| Q3 25 | $1.9B | $7.9B | ||
| Q2 25 | $1.8B | $8.0B | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.5B | $8.8B | ||
| Q3 24 | $1.6B | $8.6B | ||
| Q2 24 | $1.4B | $8.3B |
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $13.0B | ||
| Q3 25 | $5.2B | $13.1B | ||
| Q2 25 | $4.9B | $13.3B | ||
| Q1 25 | $4.6B | — | ||
| Q4 24 | $4.5B | $14.1B | ||
| Q3 24 | $5.0B | $13.9B | ||
| Q2 24 | $4.8B | $13.7B |
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | 0.43× | ||
| Q3 25 | 1.07× | 0.43× | ||
| Q2 25 | 1.16× | 0.42× | ||
| Q1 25 | 1.24× | — | ||
| Q4 24 | 1.33× | 0.38× | ||
| Q3 24 | 1.53× | 0.39× | ||
| Q2 24 | 1.69× | 0.41× |
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 | $418.7M |
| Free Cash FlowOCF − Capex | — | $372.4M |
| FCF MarginFCF / Revenue | — | 24.0% |
| Capex IntensityCapex / Revenue | 2.0% | 3.0% |
| Cash ConversionOCF / Net Profit | 0.73× | 1.64× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.4B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $418.7M | ||
| Q3 25 | $229.5M | $184.3M | ||
| Q2 25 | $209.7M | $602.3M | ||
| Q1 25 | $104.5M | — | ||
| Q4 24 | $219.0M | $579.7M | ||
| Q3 24 | $231.9M | $465.8M | ||
| Q2 24 | $173.0M | $362.2M |
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $372.4M | ||
| Q3 25 | $209.8M | $106.1M | ||
| Q2 25 | $192.0M | $454.7M | ||
| Q1 25 | $83.4M | — | ||
| Q4 24 | $194.9M | $434.8M | ||
| Q3 24 | $212.0M | $293.6M | ||
| Q2 24 | $152.1M | $207.7M |
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 24.0% | ||
| Q3 25 | 19.6% | 7.2% | ||
| Q2 25 | 18.8% | 31.5% | ||
| Q1 25 | 8.9% | — | ||
| Q4 24 | 20.6% | 25.2% | ||
| Q3 24 | 21.9% | 16.7% | ||
| Q2 24 | 15.8% | 12.0% |
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 3.0% | ||
| Q3 25 | 1.8% | 5.3% | ||
| Q2 25 | 1.7% | 10.2% | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 2.5% | 8.4% | ||
| Q3 24 | 2.1% | 9.8% | ||
| Q2 24 | 2.2% | 8.9% |
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 1.64× | ||
| Q3 25 | 1.22× | 1.08× | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 1.52× | 1.53× | ||
| Q3 24 | 1.33× | 1.16× | ||
| Q2 24 | 1.11× | 1.07× |
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% |
ON
| Industrial Segment | $426.3M | 27% |
| Other End Markets Segment | $337.3M | 22% |
| Intelligent Sensing Segments | $284.0M | 18% |
| Direct Customers | $282.4M | 18% |
| Intelligent Sensing Group | $230.0M | 15% |
