vs
Side-by-side financial comparison of Allegion (ALLE) and RH (RH). Click either name above to swap in a different company.
Allegion is the larger business by last-quarter revenue ($1.0B vs $883.8M, roughly 1.2× RH). Allegion runs the higher net margin — 13.4% vs 4.1%, a 9.3% gap on every dollar of revenue. On growth, Allegion posted the faster year-over-year revenue change (9.7% vs 8.9%). Over the past eight quarters, RH's revenue compounded faster (9.4% 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...
RH is an upscale American home-furnishings company headquartered in Corte Madera, California. The company sells its merchandise through its retail stores, catalog, and online. As of August 2018, the company operated a total of 70 galleries, 18 full-line design galleries, and 3 baby-and-child galleries. The company also has 36 outlet stores in the United States and Canada.
ALLE vs RH — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $883.8M |
| Net Profit | $138.1M | $36.3M |
| Gross Margin | 44.0% | 44.1% |
| Operating Margin | 18.9% | 12.0% |
| Net Margin | 13.4% | 4.1% |
| Revenue YoY | 9.7% | 8.9% |
| Net Profit YoY | -6.8% | 9.3% |
| EPS (diluted) | — | $1.83 |
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 | $883.8M | ||
| Q3 25 | $1.1B | $899.2M | ||
| Q2 25 | $1.0B | $814.0M | ||
| Q1 25 | $941.9M | $812.4M | ||
| Q4 24 | $945.6M | $811.7M | ||
| Q3 24 | $967.1M | $829.7M | ||
| Q2 24 | $965.6M | $727.0M |
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $36.3M | ||
| Q3 25 | $188.4M | $51.7M | ||
| Q2 25 | $159.7M | $8.0M | ||
| Q1 25 | $148.2M | $13.9M | ||
| Q4 24 | $144.1M | $33.2M | ||
| Q3 24 | $174.2M | $29.0M | ||
| Q2 24 | $155.4M | $-3.6M |
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | 44.1% | ||
| Q3 25 | 45.8% | 45.5% | ||
| Q2 25 | 45.6% | 43.7% | ||
| Q1 25 | 44.9% | 44.7% | ||
| Q4 24 | 44.1% | 44.5% | ||
| Q3 24 | 44.7% | 45.2% | ||
| Q2 24 | 44.4% | 43.5% |
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 12.0% | ||
| Q3 25 | 21.8% | 14.3% | ||
| Q2 25 | 21.5% | 6.9% | ||
| Q1 25 | 20.9% | 8.7% | ||
| Q4 24 | 19.5% | 12.5% | ||
| Q3 24 | 22.2% | 11.6% | ||
| Q2 24 | 21.6% | 7.5% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | 4.1% | ||
| Q3 25 | 17.6% | 5.8% | ||
| Q2 25 | 15.6% | 1.0% | ||
| Q1 25 | 15.7% | 1.7% | ||
| Q4 24 | 15.2% | 4.1% | ||
| Q3 24 | 18.0% | 3.5% | ||
| Q2 24 | 16.1% | -0.5% |
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $1.83 | ||
| Q3 25 | $2.18 | $2.62 | ||
| Q2 25 | $1.85 | $0.40 | ||
| Q1 25 | $1.71 | $0.71 | ||
| Q4 24 | $1.65 | $1.66 | ||
| Q3 24 | $1.99 | $1.45 | ||
| Q2 24 | $1.77 | $-0.20 |
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 | $43.1M |
| Total DebtLower is stronger | $2.0B | — |
| Stockholders' EquityBook value | $2.1B | $3.3M |
| Total Assets | $5.3B | $4.8B |
| Debt / EquityLower = less leverage | 0.97× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $43.1M | ||
| Q3 25 | $302.7M | $34.6M | ||
| Q2 25 | $656.8M | $46.1M | ||
| Q1 25 | $494.5M | $30.4M | ||
| Q4 24 | $503.8M | $87.0M | ||
| Q3 24 | $878.9M | $78.3M | ||
| Q2 24 | $747.5M | $101.8M |
| Q1 26 | $2.0B | — | ||
| 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 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $3.3M | ||
| Q3 25 | $1.9B | $-40.9M | ||
| Q2 25 | $1.8B | $-110.8M | ||
| Q1 25 | $1.6B | $-163.6M | ||
| Q4 24 | $1.5B | $-183.0M | ||
| Q3 24 | $1.6B | $-234.7M | ||
| Q2 24 | $1.4B | $-289.9M |
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $4.8B | ||
| Q3 25 | $5.2B | $4.7B | ||
| Q2 25 | $4.9B | $4.7B | ||
| Q1 25 | $4.6B | $4.6B | ||
| Q4 24 | $4.5B | $4.5B | ||
| Q3 24 | $5.0B | $4.4B | ||
| Q2 24 | $4.8B | $4.2B |
| Q1 26 | 0.97× | — | ||
| 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× | — |
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 | $131.9M |
| Free Cash FlowOCF − Capex | — | $83.0M |
| FCF MarginFCF / Revenue | — | 9.4% |
| Capex IntensityCapex / Revenue | 2.0% | 5.5% |
| Cash ConversionOCF / Net Profit | 0.73× | 3.64× |
| TTM Free Cash FlowTrailing 4 quarters | — | $128.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $131.9M | ||
| Q3 25 | $229.5M | $137.7M | ||
| Q2 25 | $209.7M | $86.6M | ||
| Q1 25 | $104.5M | $-18.8M | ||
| Q4 24 | $219.0M | $-31.4M | ||
| Q3 24 | $231.9M | $11.2M | ||
| Q2 24 | $173.0M | $56.1M |
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $83.0M | ||
| Q3 25 | $209.8M | $80.7M | ||
| Q2 25 | $192.0M | $34.1M | ||
| Q1 25 | $83.4M | $-69.7M | ||
| Q4 24 | $194.9M | $-96.0M | ||
| Q3 24 | $212.0M | $-37.9M | ||
| Q2 24 | $152.1M | $-10.1M |
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 9.4% | ||
| Q3 25 | 19.6% | 9.0% | ||
| Q2 25 | 18.8% | 4.2% | ||
| Q1 25 | 8.9% | -8.6% | ||
| Q4 24 | 20.6% | -11.8% | ||
| Q3 24 | 21.9% | -4.6% | ||
| Q2 24 | 15.8% | -1.4% |
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 5.5% | ||
| Q3 25 | 1.8% | 6.3% | ||
| Q2 25 | 1.7% | 6.5% | ||
| Q1 25 | 2.2% | 6.3% | ||
| Q4 24 | 2.5% | 8.0% | ||
| Q3 24 | 2.1% | 5.9% | ||
| Q2 24 | 2.2% | 9.1% |
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 3.64× | ||
| Q3 25 | 1.22× | 2.66× | ||
| Q2 25 | 1.31× | 10.78× | ||
| Q1 25 | 0.71× | -1.35× | ||
| Q4 24 | 1.52× | -0.95× | ||
| Q3 24 | 1.33× | 0.39× | ||
| 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% |
RH
| RH Segment | $835.8M | 95% |
| Waterworks Segment | $48.0M | 5% |
| Gift Card And Merchandise Credit | $4.5M | 1% |
