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Side-by-side financial comparison of Allegion (ALLE) and RESIDEO TECHNOLOGIES, INC. (REZI). Click either name above to swap in a different company.
RESIDEO TECHNOLOGIES, INC. is the larger business by last-quarter revenue ($1.9B vs $1.0B, roughly 1.8× Allegion). Allegion runs the higher net margin — 13.4% vs 7.2%, a 6.2% gap on every dollar of revenue. On growth, Allegion posted the faster year-over-year revenue change (9.7% vs 2.0%). Over the past eight quarters, RESIDEO TECHNOLOGIES, INC.'s revenue compounded faster (12.9% 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...
Resideo Technologies, Inc. is an American multinational company that was formed in 2018 out of a spin-off from Honeywell. It provides room air temperature, quality, and humidity control and security systems primarily in residential dwellings in the U.S. and internationally. The company operates in two segments: products and distribution. It manufactures and distributes smart-home and software products, including temperature and lighting control, security, and water and air monitoring. The com...
ALLE vs REZI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $1.9B |
| Net Profit | $138.1M | $136.0M |
| Gross Margin | 44.0% | 29.6% |
| Operating Margin | 18.9% | 7.4% |
| Net Margin | 13.4% | 7.2% |
| Revenue YoY | 9.7% | 2.0% |
| Net Profit YoY | -6.8% | 491.3% |
| EPS (diluted) | — | $0.99 |
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 | $1.9B | ||
| Q3 25 | $1.1B | $1.9B | ||
| Q2 25 | $1.0B | $1.9B | ||
| Q1 25 | $941.9M | $1.8B | ||
| Q4 24 | $945.6M | $1.9B | ||
| Q3 24 | $967.1M | $1.8B | ||
| Q2 24 | $965.6M | $1.6B |
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $136.0M | ||
| Q3 25 | $188.4M | $156.0M | ||
| Q2 25 | $159.7M | $-825.0M | ||
| Q1 25 | $148.2M | $6.0M | ||
| Q4 24 | $144.1M | $23.0M | ||
| Q3 24 | $174.2M | $20.0M | ||
| Q2 24 | $155.4M | $30.0M |
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | 29.6% | ||
| Q3 25 | 45.8% | 29.8% | ||
| Q2 25 | 45.6% | 29.3% | ||
| Q1 25 | 44.9% | 28.9% | ||
| Q4 24 | 44.1% | 28.5% | ||
| Q3 24 | 44.7% | 28.7% | ||
| Q2 24 | 44.4% | 28.1% |
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 7.4% | ||
| Q3 25 | 21.8% | 8.3% | ||
| Q2 25 | 21.5% | 9.1% | ||
| Q1 25 | 20.9% | 7.7% | ||
| Q4 24 | 19.5% | 7.8% | ||
| Q3 24 | 22.2% | 6.9% | ||
| Q2 24 | 21.6% | 7.7% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | 7.2% | ||
| Q3 25 | 17.6% | 8.4% | ||
| Q2 25 | 15.6% | -42.5% | ||
| Q1 25 | 15.7% | 0.3% | ||
| Q4 24 | 15.2% | 1.2% | ||
| Q3 24 | 18.0% | 1.1% | ||
| Q2 24 | 16.1% | 1.9% |
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $0.99 | ||
| Q3 25 | $2.18 | $0.85 | ||
| Q2 25 | $1.85 | $-5.59 | ||
| Q1 25 | $1.71 | $-0.02 | ||
| Q4 24 | $1.65 | $0.06 | ||
| Q3 24 | $1.99 | $0.07 | ||
| Q2 24 | $1.77 | $0.19 |
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 | $661.0M |
| Total DebtLower is stronger | $2.0B | $3.2B |
| Stockholders' EquityBook value | $2.1B | $2.9B |
| Total Assets | $5.3B | $8.4B |
| Debt / EquityLower = less leverage | 0.97× | 1.11× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $661.0M | ||
| Q3 25 | $302.7M | $345.0M | ||
| Q2 25 | $656.8M | $753.0M | ||
| Q1 25 | $494.5M | $577.0M | ||
| Q4 24 | $503.8M | $692.0M | ||
| Q3 24 | $878.9M | $531.0M | ||
| Q2 24 | $747.5M | $413.0M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $3.2B | ||
| Q3 25 | $2.1B | $3.2B | ||
| Q2 25 | $2.1B | $2.0B | ||
| Q1 25 | $2.0B | $2.0B | ||
| Q4 24 | $2.0B | $2.0B | ||
| Q3 24 | $2.4B | $2.0B | ||
| Q2 24 | $2.4B | $2.0B |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $2.9B | ||
| Q3 25 | $1.9B | $2.8B | ||
| Q2 25 | $1.8B | $2.6B | ||
| Q1 25 | $1.6B | $3.3B | ||
| Q4 24 | $1.5B | $3.3B | ||
| Q3 24 | $1.6B | $3.4B | ||
| Q2 24 | $1.4B | $3.3B |
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $8.4B | ||
| Q3 25 | $5.2B | $8.2B | ||
| Q2 25 | $4.9B | $8.5B | ||
| Q1 25 | $4.6B | $8.1B | ||
| Q4 24 | $4.5B | $8.2B | ||
| Q3 24 | $5.0B | $8.1B | ||
| Q2 24 | $4.8B | $8.0B |
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | 1.11× | ||
| Q3 25 | 1.07× | 1.17× | ||
| Q2 25 | 1.16× | 0.77× | ||
| Q1 25 | 1.24× | 0.60× | ||
| Q4 24 | 1.33× | 0.61× | ||
| Q3 24 | 1.53× | 0.60× | ||
| Q2 24 | 1.69× | 0.61× |
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 | $299.0M |
| Free Cash FlowOCF − Capex | — | $262.0M |
| FCF MarginFCF / Revenue | — | 13.8% |
| Capex IntensityCapex / Revenue | 2.0% | 2.0% |
| Cash ConversionOCF / Net Profit | 0.73× | 2.20× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-1.3B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $299.0M | ||
| Q3 25 | $229.5M | $-1.6B | ||
| Q2 25 | $209.7M | $200.0M | ||
| Q1 25 | $104.5M | $-65.0M | ||
| Q4 24 | $219.0M | $203.0M | ||
| Q3 24 | $231.9M | $147.0M | ||
| Q2 24 | $173.0M | $92.0M |
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $262.0M | ||
| Q3 25 | $209.8M | $-1.6B | ||
| Q2 25 | $192.0M | $180.0M | ||
| Q1 25 | $83.4M | $-96.0M | ||
| Q4 24 | $194.9M | $181.0M | ||
| Q3 24 | $212.0M | $125.0M | ||
| Q2 24 | $152.1M | $77.0M |
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 13.8% | ||
| Q3 25 | 19.6% | -85.8% | ||
| Q2 25 | 18.8% | 9.3% | ||
| Q1 25 | 8.9% | -5.4% | ||
| Q4 24 | 20.6% | 9.7% | ||
| Q3 24 | 21.9% | 6.8% | ||
| Q2 24 | 15.8% | 4.8% |
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 2.0% | ||
| Q3 25 | 1.8% | 1.5% | ||
| Q2 25 | 1.7% | 1.0% | ||
| Q1 25 | 2.2% | 1.8% | ||
| Q4 24 | 2.5% | 1.2% | ||
| Q3 24 | 2.1% | 1.2% | ||
| Q2 24 | 2.2% | 0.9% |
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 2.20× | ||
| Q3 25 | 1.22× | -10.07× | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 0.71× | -10.83× | ||
| Q4 24 | 1.52× | 8.83× | ||
| Q3 24 | 1.33× | 7.35× | ||
| Q2 24 | 1.11× | 3.07× |
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% |
REZI
| ADI Global Distribution Segment | $1.2B | 62% |
| Safety And Security | $257.0M | 14% |
| Air | $211.0M | 11% |
| Energy Service | $153.0M | 8% |
| Public Utilities Inventory Water | $91.0M | 5% |
