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Side-by-side financial comparison of Allegion (ALLE) and DOUGLAS DYNAMICS, INC (PLOW). Click either name above to swap in a different company.
Allegion is the larger business by last-quarter revenue ($1.0B vs $184.5M, roughly 5.6× DOUGLAS DYNAMICS, INC). Allegion runs the higher net margin — 14.3% vs 7.0%, a 7.3% gap on every dollar of revenue. On growth, DOUGLAS DYNAMICS, INC posted the faster year-over-year revenue change (28.6% vs 9.3%). Allegion produced more free cash flow last quarter ($200.5M vs $92.8M). Over the past eight quarters, DOUGLAS DYNAMICS, INC's revenue compounded faster (38.9% CAGR vs 7.5%).
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...
General Dynamics Corporation (GD) is an American industrial and technology company based in Reston, Virginia. It is primarily a developer and producer of advanced military equipment of a wide variety, such as nuclear submarines, main battle tanks, and armoured fighting vehicles. It is also the manufacturer of the civilian aviation Gulfstream business jets and a provider of information technology services. The company is the 3rd largest of the top 100 contractors of the U.S. federal government...
ALLE vs PLOW — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $184.5M |
| Net Profit | $147.5M | $12.8M |
| Gross Margin | 44.5% | 26.1% |
| Operating Margin | 20.3% | 10.5% |
| Net Margin | 14.3% | 7.0% |
| Revenue YoY | 9.3% | 28.6% |
| Net Profit YoY | 2.4% | 62.3% |
| EPS (diluted) | $1.70 | $0.54 |
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 | $184.5M | ||
| Q3 25 | $1.1B | $162.1M | ||
| Q2 25 | $1.0B | $194.3M | ||
| Q1 25 | $941.9M | $115.1M | ||
| Q4 24 | $945.6M | $143.5M | ||
| Q3 24 | $967.1M | $129.4M | ||
| Q2 24 | $965.6M | $199.9M | ||
| Q1 24 | $893.9M | $95.7M |
| Q4 25 | $147.5M | $12.8M | ||
| Q3 25 | $188.4M | $8.0M | ||
| Q2 25 | $159.7M | $26.0M | ||
| Q1 25 | $148.2M | $148.0K | ||
| Q4 24 | $144.1M | $7.9M | ||
| Q3 24 | $174.2M | $32.3M | ||
| Q2 24 | $155.4M | $24.3M | ||
| Q1 24 | $123.8M | $-8.4M |
| Q4 25 | 44.5% | 26.1% | ||
| Q3 25 | 45.8% | 23.5% | ||
| Q2 25 | 45.6% | 31.0% | ||
| Q1 25 | 44.9% | 24.5% | ||
| Q4 24 | 44.1% | 24.9% | ||
| Q3 24 | 44.7% | 23.9% | ||
| Q2 24 | 44.4% | 30.7% | ||
| Q1 24 | 43.8% | 19.8% |
| Q4 25 | 20.3% | 10.5% | ||
| Q3 25 | 21.8% | 8.7% | ||
| Q2 25 | 21.5% | 19.0% | ||
| Q1 25 | 20.9% | 2.8% | ||
| Q4 24 | 19.5% | 9.0% | ||
| Q3 24 | 22.2% | 35.4% | ||
| Q2 24 | 21.6% | 18.2% | ||
| Q1 24 | 19.3% | -6.7% |
| Q4 25 | 14.3% | 7.0% | ||
| Q3 25 | 17.6% | 4.9% | ||
| Q2 25 | 15.6% | 13.4% | ||
| Q1 25 | 15.7% | 0.1% | ||
| Q4 24 | 15.2% | 5.5% | ||
| Q3 24 | 18.0% | 24.9% | ||
| Q2 24 | 16.1% | 12.2% | ||
| Q1 24 | 13.8% | -8.7% |
| Q4 25 | $1.70 | $0.54 | ||
| Q3 25 | $2.18 | $0.33 | ||
| Q2 25 | $1.85 | $1.09 | ||
| Q1 25 | $1.71 | $0.00 | ||
| Q4 24 | $1.65 | $0.35 | ||
| Q3 24 | $1.99 | $1.36 | ||
| Q2 24 | $1.77 | $1.02 | ||
| Q1 24 | $1.41 | $-0.37 |
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 | — |
| Total DebtLower is stronger | $2.0B | $144.0M |
| Stockholders' EquityBook value | $2.1B | $281.4M |
| Total Assets | $5.2B | $626.7M |
| Debt / EquityLower = less leverage | 0.96× | 0.51× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $356.2M | — | ||
| Q3 25 | $302.7M | — | ||
| Q2 25 | $656.8M | — | ||
| Q1 25 | $494.5M | — | ||
| Q4 24 | $503.8M | — | ||
| Q3 24 | $878.9M | — | ||
| Q2 24 | $747.5M | — | ||
| Q1 24 | $391.8M | — |
| Q4 25 | $2.0B | $144.0M | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | $147.5M | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.0B | — |
| Q4 25 | $2.1B | $281.4M | ||
| Q3 25 | $1.9B | $275.3M | ||
| Q2 25 | $1.8B | $273.3M | ||
| Q1 25 | $1.6B | $258.9M | ||
| Q4 24 | $1.5B | $264.2M | ||
| Q3 24 | $1.6B | $260.8M | ||
| Q2 24 | $1.4B | $236.7M | ||
| Q1 24 | $1.4B | $217.2M |
| Q4 25 | $5.2B | $626.7M | ||
| Q3 25 | $5.2B | $694.9M | ||
| Q2 25 | $4.9B | $671.5M | ||
| Q1 25 | $4.6B | $621.0M | ||
| Q4 24 | $4.5B | $590.0M | ||
| Q3 24 | $5.0B | $665.6M | ||
| Q2 24 | $4.8B | $617.0M | ||
| Q1 24 | $4.3B | $577.1M |
| Q4 25 | 0.96× | 0.51× | ||
| Q3 25 | 1.07× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.24× | — | ||
| Q4 24 | 1.33× | 0.56× | ||
| 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 | $95.9M |
| Free Cash FlowOCF − Capex | $200.5M | $92.8M |
| FCF MarginFCF / Revenue | 19.4% | 50.3% |
| Capex IntensityCapex / Revenue | 3.8% | 1.7% |
| Cash ConversionOCF / Net Profit | 1.63× | 7.47× |
| TTM Free Cash FlowTrailing 4 quarters | $685.7M | $63.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $240.1M | $95.9M | ||
| Q3 25 | $229.5M | $-8.5M | ||
| Q2 25 | $209.7M | $-11.4M | ||
| Q1 25 | $104.5M | $-1.3M | ||
| Q4 24 | $219.0M | $74.4M | ||
| Q3 24 | $231.9M | $-14.2M | ||
| Q2 24 | $173.0M | $2.5M | ||
| Q1 24 | $51.1M | $-21.6M |
| Q4 25 | $200.5M | $92.8M | ||
| Q3 25 | $209.8M | $-11.4M | ||
| Q2 25 | $192.0M | $-14.3M | ||
| Q1 25 | $83.4M | $-3.5M | ||
| Q4 24 | $194.9M | $70.2M | ||
| Q3 24 | $212.0M | $-15.2M | ||
| Q2 24 | $152.1M | $836.0K | ||
| Q1 24 | $23.9M | $-22.4M |
| Q4 25 | 19.4% | 50.3% | ||
| Q3 25 | 19.6% | -7.1% | ||
| Q2 25 | 18.8% | -7.4% | ||
| Q1 25 | 8.9% | -3.0% | ||
| Q4 24 | 20.6% | 48.9% | ||
| Q3 24 | 21.9% | -11.8% | ||
| Q2 24 | 15.8% | 0.4% | ||
| Q1 24 | 2.7% | -23.4% |
| Q4 25 | 3.8% | 1.7% | ||
| Q3 25 | 1.8% | 1.8% | ||
| Q2 25 | 1.7% | 1.5% | ||
| Q1 25 | 2.2% | 1.9% | ||
| Q4 24 | 2.5% | 2.9% | ||
| Q3 24 | 2.1% | 0.8% | ||
| Q2 24 | 2.2% | 0.8% | ||
| Q1 24 | 3.0% | 0.8% |
| Q4 25 | 1.63× | 7.47× | ||
| Q3 25 | 1.22× | -1.07× | ||
| Q2 25 | 1.31× | -0.44× | ||
| Q1 25 | 0.71× | -9.03× | ||
| Q4 24 | 1.52× | 9.41× | ||
| Q3 24 | 1.33× | -0.44× | ||
| Q2 24 | 1.11× | 0.10× | ||
| Q1 24 | 0.41× | — |
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% |
PLOW
| Work Truck Solutions | $101.5M | 55% |
| Transferred At Point In Time | $83.1M | 45% |
