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Side-by-side financial comparison of Allegion (ALLE) and Royalty Pharma plc (RPRX). Click either name above to swap in a different company.
Allegion is the larger business by last-quarter revenue ($1.0B vs $622.0M, roughly 1.7× Royalty Pharma plc). Royalty Pharma plc runs the higher net margin — 34.4% vs 13.4%, a 21.1% gap on every dollar of revenue. On growth, Allegion posted the faster year-over-year revenue change (9.7% vs 4.8%). Over the past eight quarters, Royalty Pharma plc's revenue compounded faster (4.6% 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...
Acceleron Pharma, Inc. is an American clinical stage biopharmaceutical company based in Cambridge, Massachusetts with a broad focus on developing medicines that regulate the transforming growth factor beta (TGF-β) superfamily of proteins, which play fundamental roles in the growth and repair of cells and tissues such as red blood cells, muscle, bone, and blood vessels.
ALLE vs RPRX — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $622.0M |
| Net Profit | $138.1M | $214.2M |
| Gross Margin | 44.0% | — |
| Operating Margin | 18.9% | 62.4% |
| Net Margin | 13.4% | 34.4% |
| Revenue YoY | 9.7% | 4.8% |
| Net Profit YoY | -6.8% | 2.9% |
| EPS (diluted) | — | $0.49 |
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 | $622.0M | ||
| Q3 25 | $1.1B | $609.3M | ||
| Q2 25 | $1.0B | $578.7M | ||
| Q1 25 | $941.9M | $568.2M | ||
| Q4 24 | $945.6M | $593.6M | ||
| Q3 24 | $967.1M | $564.7M | ||
| Q2 24 | $965.6M | $537.3M |
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $214.2M | ||
| Q3 25 | $188.4M | $288.2M | ||
| Q2 25 | $159.7M | $30.2M | ||
| Q1 25 | $148.2M | $238.3M | ||
| Q4 24 | $144.1M | $208.2M | ||
| Q3 24 | $174.2M | $544.0M | ||
| Q2 24 | $155.4M | $102.0M |
| 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% | — | ||
| Q2 24 | 44.4% | — |
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 62.4% | ||
| Q3 25 | 21.8% | 70.1% | ||
| Q2 25 | 21.5% | 36.3% | ||
| Q1 25 | 20.9% | 94.0% | ||
| Q4 24 | 19.5% | 60.9% | ||
| Q3 24 | 22.2% | — | ||
| Q2 24 | 21.6% | 50.2% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | 34.4% | ||
| Q3 25 | 17.6% | 47.3% | ||
| Q2 25 | 15.6% | 5.2% | ||
| Q1 25 | 15.7% | 41.9% | ||
| Q4 24 | 15.2% | 35.1% | ||
| Q3 24 | 18.0% | 96.3% | ||
| Q2 24 | 16.1% | 19.0% |
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $0.49 | ||
| Q3 25 | $2.18 | $0.67 | ||
| Q2 25 | $1.85 | $0.07 | ||
| Q1 25 | $1.71 | $0.55 | ||
| Q4 24 | $1.65 | $0.46 | ||
| Q3 24 | $1.99 | $1.21 | ||
| Q2 24 | $1.77 | $0.23 |
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 | $618.7M |
| Total DebtLower is stronger | $2.0B | $9.0B |
| Stockholders' EquityBook value | $2.1B | $9.7B |
| Total Assets | $5.3B | $19.6B |
| Debt / EquityLower = less leverage | 0.97× | 0.92× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $618.7M | ||
| Q3 25 | $302.7M | $938.9M | ||
| Q2 25 | $656.8M | $631.9M | ||
| Q1 25 | $494.5M | $1.1B | ||
| Q4 24 | $503.8M | $929.0M | ||
| Q3 24 | $878.9M | $950.1M | ||
| Q2 24 | $747.5M | $1.8B |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $9.0B | ||
| Q3 25 | $2.1B | $8.9B | ||
| Q2 25 | $2.1B | $8.0B | ||
| Q1 25 | $2.0B | $7.6B | ||
| Q4 24 | $2.0B | $7.6B | ||
| Q3 24 | $2.4B | $7.6B | ||
| Q2 24 | $2.4B | $7.6B |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $9.7B | ||
| Q3 25 | $1.9B | $9.6B | ||
| Q2 25 | $1.8B | $9.5B | ||
| Q1 25 | $1.6B | $9.8B | ||
| Q4 24 | $1.5B | $10.3B | ||
| Q3 24 | $1.6B | $10.3B | ||
| Q2 24 | $1.4B | $9.8B |
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $19.6B | ||
| Q3 25 | $5.2B | $19.3B | ||
| Q2 25 | $4.9B | $18.3B | ||
| Q1 25 | $4.6B | $17.6B | ||
| Q4 24 | $4.5B | $18.2B | ||
| Q3 24 | $5.0B | $18.0B | ||
| Q2 24 | $4.8B | $17.7B |
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | 0.92× | ||
| Q3 25 | 1.07× | 0.93× | ||
| Q2 25 | 1.16× | 0.84× | ||
| Q1 25 | 1.24× | 0.78× | ||
| Q4 24 | 1.33× | 0.74× | ||
| Q3 24 | 1.53× | 0.74× | ||
| Q2 24 | 1.69× | 0.78× |
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 | $827.1M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | 2.0% | — |
| Cash ConversionOCF / Net Profit | 0.73× | 3.86× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $827.1M | ||
| Q3 25 | $229.5M | $702.6M | ||
| Q2 25 | $209.7M | $364.0M | ||
| Q1 25 | $104.5M | $596.1M | ||
| Q4 24 | $219.0M | $742.5M | ||
| Q3 24 | $231.9M | $703.6M | ||
| Q2 24 | $173.0M | $658.2M |
| 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× | 3.86× | ||
| Q3 25 | 1.22× | 2.44× | ||
| Q2 25 | 1.31× | 12.06× | ||
| Q1 25 | 0.71× | 2.50× | ||
| Q4 24 | 1.52× | 3.57× | ||
| Q3 24 | 1.33× | 1.29× | ||
| Q2 24 | 1.11× | 6.45× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
