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Side-by-side financial comparison of Allegion (ALLE) and PACS Group, Inc. (PACS). Click either name above to swap in a different company.
PACS Group, Inc. is the larger business by last-quarter revenue ($1.4B vs $1.0B, roughly 1.3× Allegion). Allegion runs the higher net margin — 13.4% vs 4.4%, a 9.0% gap on every dollar of revenue. On growth, PACS Group, Inc. posted the faster year-over-year revenue change (18.4% vs 9.7%). Over the past eight quarters, PACS Group, Inc.'s revenue compounded faster (20.5% 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...
ALLE vs PACS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $1.4B |
| Net Profit | $138.1M | $59.7M |
| Gross Margin | 44.0% | — |
| Operating Margin | 18.9% | 7.0% |
| Net Margin | 13.4% | 4.4% |
| Revenue YoY | 9.7% | 18.4% |
| Net Profit YoY | -6.8% | 3022.5% |
| EPS (diluted) | — | $0.42 |
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 | $1.4B | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $1.0B | $1.3B | ||
| Q1 25 | $941.9M | $1.3B | ||
| Q4 24 | $945.6M | $1.1B | ||
| Q3 24 | $967.1M | $1.0B | ||
| Q2 24 | $965.6M | $981.4M |
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $59.7M | ||
| Q3 25 | $188.4M | $52.4M | ||
| Q2 25 | $159.7M | $51.0M | ||
| Q1 25 | $148.2M | $28.5M | ||
| Q4 24 | $144.1M | $1.9M | ||
| Q3 24 | $174.2M | $15.6M | ||
| Q2 24 | $155.4M | $-10.9M |
| 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% | 17.1% | ||
| Q2 24 | 44.4% | 22.3% |
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 7.0% | ||
| Q3 25 | 21.8% | 6.4% | ||
| Q2 25 | 21.5% | 6.2% | ||
| Q1 25 | 20.9% | 3.8% | ||
| Q4 24 | 19.5% | 1.7% | ||
| Q3 24 | 22.2% | 2.2% | ||
| Q2 24 | 21.6% | 0.1% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | 4.4% | ||
| Q3 25 | 17.6% | 3.9% | ||
| Q2 25 | 15.6% | 3.9% | ||
| Q1 25 | 15.7% | 2.2% | ||
| Q4 24 | 15.2% | 0.2% | ||
| Q3 24 | 18.0% | 1.5% | ||
| Q2 24 | 16.1% | -1.1% |
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $0.42 | ||
| Q3 25 | $2.18 | $0.32 | ||
| Q2 25 | $1.85 | $0.31 | ||
| Q1 25 | $1.71 | $0.17 | ||
| Q4 24 | $1.65 | $-0.03 | ||
| Q3 24 | $1.99 | $0.10 | ||
| Q2 24 | $1.77 | $-0.07 |
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 | $197.0M |
| Total DebtLower is stronger | $2.0B | $353.2M |
| Stockholders' EquityBook value | $2.1B | $946.8M |
| Total Assets | $5.3B | $5.6B |
| Debt / EquityLower = less leverage | 0.97× | 0.37× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $197.0M | ||
| Q3 25 | $302.7M | $355.7M | ||
| Q2 25 | $656.8M | $294.2M | ||
| Q1 25 | $494.5M | $287.5M | ||
| Q4 24 | $503.8M | $157.7M | ||
| Q3 24 | $878.9M | $49.5M | ||
| Q2 24 | $747.5M | $73.4M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $353.2M | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | $411.9M | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | — |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $946.8M | ||
| Q3 25 | $1.9B | $871.3M | ||
| Q2 25 | $1.8B | $806.8M | ||
| Q1 25 | $1.6B | $750.2M | ||
| Q4 24 | $1.5B | $709.6M | ||
| Q3 24 | $1.6B | $660.0M | ||
| Q2 24 | $1.4B | $572.1M |
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $5.6B | ||
| Q3 25 | $5.2B | $5.6B | ||
| Q2 25 | $4.9B | $5.5B | ||
| Q1 25 | $4.6B | $5.5B | ||
| Q4 24 | $4.5B | $5.2B | ||
| Q3 24 | $5.0B | $4.5B | ||
| Q2 24 | $4.8B | $3.9B |
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | 0.37× | ||
| Q3 25 | 1.07× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.24× | — | ||
| Q4 24 | 1.33× | 0.58× | ||
| 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 | $-3.4M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | 2.0% | — |
| Cash ConversionOCF / Net Profit | 0.73× | -0.06× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $-3.4M | ||
| Q3 25 | $229.5M | $204.8M | ||
| Q2 25 | $209.7M | $52.6M | ||
| Q1 25 | $104.5M | $150.2M | ||
| Q4 24 | $219.0M | $64.6M | ||
| Q3 24 | $231.9M | $209.2M | ||
| Q2 24 | $173.0M | $34.8M |
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | — | ||
| Q3 25 | $209.8M | — | ||
| Q2 25 | $192.0M | — | ||
| Q1 25 | $83.4M | — | ||
| Q4 24 | $194.9M | — | ||
| Q3 24 | $212.0M | — | ||
| Q2 24 | $152.1M | — |
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | — | ||
| Q3 25 | 19.6% | — | ||
| Q2 25 | 18.8% | — | ||
| Q1 25 | 8.9% | — | ||
| Q4 24 | 20.6% | — | ||
| Q3 24 | 21.9% | — | ||
| Q2 24 | 15.8% | — |
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 1.7% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 2.1% | — | ||
| Q2 24 | 2.2% | — |
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | -0.06× | ||
| Q3 25 | 1.22× | 3.91× | ||
| Q2 25 | 1.31× | 1.03× | ||
| Q1 25 | 0.71× | 5.28× | ||
| Q4 24 | 1.52× | 33.78× | ||
| Q3 24 | 1.33× | 13.39× | ||
| Q2 24 | 1.11× | — |
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% |
PACS
Segment breakdown not available.
