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Side-by-side financial comparison of Allegion (ALLE) and ONTO INNOVATION INC. (ONTO). Click either name above to swap in a different company.
Allegion is the larger business by last-quarter revenue ($1.0B vs $218.2M, roughly 4.7× ONTO INNOVATION INC.). Allegion runs the higher net margin — 14.3% vs 12.9%, a 1.3% gap on every dollar of revenue. On growth, Allegion posted the faster year-over-year revenue change (9.3% vs -13.5%). Allegion produced more free cash flow last quarter ($200.5M vs $82.0M). Over the past eight quarters, Allegion's revenue compounded faster (7.5% CAGR vs 2.6%).
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...
Onto Innovation Inc. is an American semiconductor company formed in 2019 from the merger of Rudolph Technologies, Inc. and Nanometrics Incorporated. It is a provider of process and process control equipment and software for microelectronic manufacturing industries.
ALLE vs ONTO — Head-to-Head
Income Statement — Q4 2025 vs Q3 2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $218.2M |
| Net Profit | $147.5M | $28.2M |
| Gross Margin | 44.5% | 50.7% |
| Operating Margin | 20.3% | 10.9% |
| Net Margin | 14.3% | 12.9% |
| Revenue YoY | 9.3% | -13.5% |
| Net Profit YoY | 2.4% | -46.8% |
| EPS (diluted) | $1.70 | $0.57 |
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.
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.1B | $218.2M | ||
| Q2 25 | $1.0B | $253.6M | ||
| Q1 25 | $941.9M | $266.6M | ||
| Q4 24 | $945.6M | $263.9M | ||
| Q3 24 | $967.1M | $252.2M | ||
| Q2 24 | $965.6M | $242.3M | ||
| Q1 24 | $893.9M | $228.8M |
| Q4 25 | $147.5M | — | ||
| Q3 25 | $188.4M | $28.2M | ||
| Q2 25 | $159.7M | $33.9M | ||
| Q1 25 | $148.2M | $64.1M | ||
| Q4 24 | $144.1M | $48.8M | ||
| Q3 24 | $174.2M | $53.1M | ||
| Q2 24 | $155.4M | $52.9M | ||
| Q1 24 | $123.8M | $46.9M |
| Q4 25 | 44.5% | — | ||
| Q3 25 | 45.8% | 50.7% | ||
| Q2 25 | 45.6% | 48.2% | ||
| Q1 25 | 44.9% | 53.7% | ||
| Q4 24 | 44.1% | 50.2% | ||
| Q3 24 | 44.7% | 54.1% | ||
| Q2 24 | 44.4% | 52.9% | ||
| Q1 24 | 43.8% | 51.7% |
| Q4 25 | 20.3% | — | ||
| Q3 25 | 21.8% | 10.9% | ||
| Q2 25 | 21.5% | 12.7% | ||
| Q1 25 | 20.9% | 23.7% | ||
| Q4 24 | 19.5% | 16.1% | ||
| Q3 24 | 22.2% | 21.0% | ||
| Q2 24 | 21.6% | 20.2% | ||
| Q1 24 | 19.3% | 18.7% |
| Q4 25 | 14.3% | — | ||
| Q3 25 | 17.6% | 12.9% | ||
| Q2 25 | 15.6% | 13.4% | ||
| Q1 25 | 15.7% | 24.0% | ||
| Q4 24 | 15.2% | 18.5% | ||
| Q3 24 | 18.0% | 21.0% | ||
| Q2 24 | 16.1% | 21.9% | ||
| Q1 24 | 13.8% | 20.5% |
| Q4 25 | $1.70 | — | ||
| Q3 25 | $2.18 | $0.57 | ||
| Q2 25 | $1.85 | $0.69 | ||
| Q1 25 | $1.71 | $1.30 | ||
| Q4 24 | $1.65 | $0.98 | ||
| Q3 24 | $1.99 | $1.07 | ||
| Q2 24 | $1.77 | $1.07 | ||
| Q1 24 | $1.41 | $0.94 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $356.2M | $603.1M |
| Total DebtLower is stronger | $2.0B | — |
| Stockholders' EquityBook value | $2.1B | $2.0B |
| Total Assets | $5.2B | $2.2B |
| Debt / EquityLower = less leverage | 0.96× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $356.2M | — | ||
| Q3 25 | $302.7M | $603.1M | ||
| Q2 25 | $656.8M | $217.5M | ||
| Q1 25 | $494.5M | $203.7M | ||
| Q4 24 | $503.8M | $212.9M | ||
| Q3 24 | $878.9M | $188.7M | ||
| Q2 24 | $747.5M | $172.6M | ||
| Q1 24 | $391.8M | $190.9M |
| 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 24 | $2.0B | — |
| Q4 25 | $2.1B | — | ||
| Q3 25 | $1.9B | $2.0B | ||
| Q2 25 | $1.8B | $2.0B | ||
| Q1 25 | $1.6B | $1.9B | ||
| Q4 24 | $1.5B | $1.9B | ||
| Q3 24 | $1.6B | $1.9B | ||
| Q2 24 | $1.4B | $1.8B | ||
| Q1 24 | $1.4B | $1.8B |
| Q4 25 | $5.2B | — | ||
| Q3 25 | $5.2B | $2.2B | ||
| Q2 25 | $4.9B | $2.1B | ||
| Q1 25 | $4.6B | $2.1B | ||
| Q4 24 | $4.5B | $2.1B | ||
| Q3 24 | $5.0B | $2.1B | ||
| Q2 24 | $4.8B | $2.0B | ||
| Q1 24 | $4.3B | $2.0B |
| 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× | — | ||
| Q1 24 | 1.49× | — |
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 | $240.1M | $83.4M |
| Free Cash FlowOCF − Capex | $200.5M | $82.0M |
| FCF MarginFCF / Revenue | 19.4% | 37.6% |
| Capex IntensityCapex / Revenue | 3.8% | 0.6% |
| Cash ConversionOCF / Net Profit | 1.63× | 2.95× |
| TTM Free Cash FlowTrailing 4 quarters | $685.7M | $261.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $240.1M | — | ||
| Q3 25 | $229.5M | $83.4M | ||
| Q2 25 | $209.7M | $57.9M | ||
| Q1 25 | $104.5M | $92.0M | ||
| Q4 24 | $219.0M | $56.0M | ||
| Q3 24 | $231.9M | $67.2M | ||
| Q2 24 | $173.0M | $65.3M | ||
| Q1 24 | $51.1M | $57.1M |
| Q4 25 | $200.5M | — | ||
| Q3 25 | $209.8M | $82.0M | ||
| Q2 25 | $192.0M | $44.2M | ||
| Q1 25 | $83.4M | $83.7M | ||
| Q4 24 | $194.9M | $51.4M | ||
| Q3 24 | $212.0M | $59.2M | ||
| Q2 24 | $152.1M | $53.0M | ||
| Q1 24 | $23.9M | $50.2M |
| Q4 25 | 19.4% | — | ||
| Q3 25 | 19.6% | 37.6% | ||
| Q2 25 | 18.8% | 17.4% | ||
| Q1 25 | 8.9% | 31.4% | ||
| Q4 24 | 20.6% | 19.5% | ||
| Q3 24 | 21.9% | 23.5% | ||
| Q2 24 | 15.8% | 21.9% | ||
| Q1 24 | 2.7% | 21.9% |
| Q4 25 | 3.8% | — | ||
| Q3 25 | 1.8% | 0.6% | ||
| Q2 25 | 1.7% | 5.4% | ||
| Q1 25 | 2.2% | 3.1% | ||
| Q4 24 | 2.5% | 1.8% | ||
| Q3 24 | 2.1% | 3.2% | ||
| Q2 24 | 2.2% | 5.1% | ||
| Q1 24 | 3.0% | 3.0% |
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.22× | 2.95× | ||
| Q2 25 | 1.31× | 1.71× | ||
| Q1 25 | 0.71× | 1.44× | ||
| Q4 24 | 1.52× | 1.15× | ||
| Q3 24 | 1.33× | 1.27× | ||
| Q2 24 | 1.11× | 1.23× | ||
| Q1 24 | 0.41× | 1.22× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALLE
| Products | $750.2M | 73% |
| Allegion International | $237.7M | 23% |
| Services | $45.2M | 4% |
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |
