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Side-by-side financial comparison of Allegion (ALLE) and RBC Bearings INC (RBC). Click either name above to swap in a different company.
Allegion is the larger business by last-quarter revenue ($1.0B vs $461.6M, roughly 2.2× RBC Bearings INC). RBC Bearings INC runs the higher net margin — 14.6% vs 14.3%, a 0.3% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs 9.3%). Allegion produced more free cash flow last quarter ($200.5M vs $99.1M). Over the past eight quarters, Allegion's revenue compounded faster (7.5% CAGR vs 5.6%).
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...
Dover Corporation is an American conglomerate manufacturer of industrial products. The Downers Grove, Illinois-based company was founded in 1955. As of 2021, Dover's business was divided into five segments: Engineered Products, Clean Energy and Fueling, Imaging & Identification, Pumps & Process Solutions and Climate and Sustainability Technologies. Dover is a constituent of the S&P 500 index and trades on the New York Stock Exchange under the symbol DOV. Dover was ranked 448 in the 2024 Fortu...
ALLE vs RBC — Head-to-Head
Income Statement — Q4 2025 vs Q3 2026
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $461.6M |
| Net Profit | $147.5M | $67.4M |
| Gross Margin | 44.5% | 44.3% |
| Operating Margin | 20.3% | 22.3% |
| Net Margin | 14.3% | 14.6% |
| Revenue YoY | 9.3% | 17.0% |
| Net Profit YoY | 2.4% | 16.4% |
| EPS (diluted) | $1.70 | $2.13 |
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 | $461.6M | ||
| Q3 25 | $1.1B | $455.3M | ||
| Q2 25 | $1.0B | $436.0M | ||
| Q1 25 | $941.9M | $437.7M | ||
| Q4 24 | $945.6M | $394.4M | ||
| Q3 24 | $967.1M | $397.9M | ||
| Q2 24 | $965.6M | $406.3M | ||
| Q1 24 | $893.9M | $413.7M |
| Q4 25 | $147.5M | $67.4M | ||
| Q3 25 | $188.4M | $60.0M | ||
| Q2 25 | $159.7M | $68.5M | ||
| Q1 25 | $148.2M | $72.7M | ||
| Q4 24 | $144.1M | $57.9M | ||
| Q3 24 | $174.2M | $54.2M | ||
| Q2 24 | $155.4M | $61.4M | ||
| Q1 24 | $123.8M | — |
| Q4 25 | 44.5% | 44.3% | ||
| Q3 25 | 45.8% | 44.1% | ||
| Q2 25 | 45.6% | 44.8% | ||
| Q1 25 | 44.9% | 44.2% | ||
| Q4 24 | 44.1% | 44.3% | ||
| Q3 24 | 44.7% | 43.7% | ||
| Q2 24 | 44.4% | 45.3% | ||
| Q1 24 | 43.8% | 43.1% |
| Q4 25 | 20.3% | 22.3% | ||
| Q3 25 | 21.8% | 21.5% | ||
| Q2 25 | 21.5% | 23.2% | ||
| Q1 25 | 20.9% | 23.0% | ||
| Q4 24 | 19.5% | 21.7% | ||
| Q3 24 | 22.2% | 21.6% | ||
| Q2 24 | 21.6% | 24.0% | ||
| Q1 24 | 19.3% | 22.8% |
| Q4 25 | 14.3% | 14.6% | ||
| Q3 25 | 17.6% | 13.2% | ||
| Q2 25 | 15.6% | 15.7% | ||
| Q1 25 | 15.7% | 16.6% | ||
| Q4 24 | 15.2% | 14.7% | ||
| Q3 24 | 18.0% | 13.6% | ||
| Q2 24 | 16.1% | 15.1% | ||
| Q1 24 | 13.8% | — |
| Q4 25 | $1.70 | $2.13 | ||
| Q3 25 | $2.18 | $1.90 | ||
| Q2 25 | $1.85 | $2.17 | ||
| Q1 25 | $1.71 | $2.33 | ||
| Q4 24 | $1.65 | $1.82 | ||
| Q3 24 | $1.99 | $1.65 | ||
| Q2 24 | $1.77 | $1.90 | ||
| Q1 24 | $1.41 | $1.92 |
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 | $107.6M |
| Total DebtLower is stronger | $2.0B | $990.2M |
| Stockholders' EquityBook value | $2.1B | $3.3B |
| Total Assets | $5.2B | $5.1B |
| Debt / EquityLower = less leverage | 0.96× | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $356.2M | $107.6M | ||
| Q3 25 | $302.7M | $91.2M | ||
| Q2 25 | $656.8M | $132.9M | ||
| Q1 25 | $494.5M | $36.8M | ||
| Q4 24 | $503.8M | — | ||
| Q3 24 | $878.9M | — | ||
| Q2 24 | $747.5M | $76.8M | ||
| Q1 24 | $391.8M | $63.5M |
| Q4 25 | $2.0B | $990.2M | ||
| Q3 25 | $2.1B | $1.1B | ||
| Q2 25 | $2.1B | $915.6M | ||
| Q1 25 | $2.0B | $920.1M | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.0B | $1.2B |
| Q4 25 | $2.1B | $3.3B | ||
| Q3 25 | $1.9B | $3.2B | ||
| Q2 25 | $1.8B | $3.1B | ||
| Q1 25 | $1.6B | $3.0B | ||
| Q4 24 | $1.5B | $2.9B | ||
| Q3 24 | $1.6B | $2.9B | ||
| Q2 24 | $1.4B | $2.8B | ||
| Q1 24 | $1.4B | $2.8B |
| Q4 25 | $5.2B | $5.1B | ||
| Q3 25 | $5.2B | $5.1B | ||
| Q2 25 | $4.9B | $4.8B | ||
| Q1 25 | $4.6B | $4.7B | ||
| Q4 24 | $4.5B | $4.7B | ||
| Q3 24 | $5.0B | $4.7B | ||
| Q2 24 | $4.8B | $4.7B | ||
| Q1 24 | $4.3B | $4.7B |
| Q4 25 | 0.96× | 0.30× | ||
| Q3 25 | 1.07× | 0.34× | ||
| Q2 25 | 1.16× | 0.29× | ||
| Q1 25 | 1.24× | 0.30× | ||
| Q4 24 | 1.33× | — | ||
| Q3 24 | 1.53× | — | ||
| Q2 24 | 1.69× | — | ||
| Q1 24 | 1.49× | 0.43× |
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 | $122.1M |
| Free Cash FlowOCF − Capex | $200.5M | $99.1M |
| FCF MarginFCF / Revenue | 19.4% | 21.5% |
| Capex IntensityCapex / Revenue | 3.8% | 5.0% |
| Cash ConversionOCF / Net Profit | 1.63× | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | $685.7M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $240.1M | $122.1M | ||
| Q3 25 | $229.5M | $88.4M | ||
| Q2 25 | $209.7M | $120.0M | ||
| Q1 25 | $104.5M | — | ||
| Q4 24 | $219.0M | $84.0M | ||
| Q3 24 | $231.9M | — | ||
| Q2 24 | $173.0M | $97.4M | ||
| Q1 24 | $51.1M | — |
| Q4 25 | $200.5M | $99.1M | ||
| Q3 25 | $209.8M | $71.7M | ||
| Q2 25 | $192.0M | $104.3M | ||
| Q1 25 | $83.4M | — | ||
| Q4 24 | $194.9M | $73.6M | ||
| Q3 24 | $212.0M | — | ||
| Q2 24 | $152.1M | $88.4M | ||
| Q1 24 | $23.9M | — |
| Q4 25 | 19.4% | 21.5% | ||
| Q3 25 | 19.6% | 15.7% | ||
| Q2 25 | 18.8% | 23.9% | ||
| Q1 25 | 8.9% | — | ||
| Q4 24 | 20.6% | 18.7% | ||
| Q3 24 | 21.9% | — | ||
| Q2 24 | 15.8% | 21.8% | ||
| Q1 24 | 2.7% | — |
| Q4 25 | 3.8% | 5.0% | ||
| Q3 25 | 1.8% | 3.7% | ||
| Q2 25 | 1.7% | 3.6% | ||
| Q1 25 | 2.2% | 3.2% | ||
| Q4 24 | 2.5% | 2.6% | ||
| Q3 24 | 2.1% | 4.1% | ||
| Q2 24 | 2.2% | 2.2% | ||
| Q1 24 | 3.0% | — |
| Q4 25 | 1.63× | 1.81× | ||
| Q3 25 | 1.22× | 1.47× | ||
| Q2 25 | 1.31× | 1.75× | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 1.52× | 1.45× | ||
| Q3 24 | 1.33× | — | ||
| Q2 24 | 1.11× | 1.59× | ||
| 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% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
