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Side-by-side financial comparison of Allegion (ALLE) and Sally Beauty Holdings, Inc. (SBH). Click either name above to swap in a different company.
Allegion is the larger business by last-quarter revenue ($1.0B vs $943.2M, roughly 1.1× Sally Beauty Holdings, Inc.). Allegion runs the higher net margin — 13.4% vs 4.8%, a 8.5% gap on every dollar of revenue. On growth, Allegion posted the faster year-over-year revenue change (9.7% vs 0.6%). Over the past eight quarters, Allegion's revenue compounded faster (3.5% CAGR vs 1.9%).
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...
Sally Beauty Holdings, Inc. is an American international specialty retailer and distributor of professional beauty supplies with revenues of more than $3.9 billion annually.
ALLE vs SBH — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $943.2M |
| Net Profit | $138.1M | $45.6M |
| Gross Margin | 44.0% | 51.2% |
| Operating Margin | 18.9% | 8.1% |
| Net Margin | 13.4% | 4.8% |
| Revenue YoY | 9.7% | 0.6% |
| Net Profit YoY | -6.8% | -25.3% |
| EPS (diluted) | — | $0.45 |
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 | $943.2M | ||
| Q3 25 | $1.1B | $947.1M | ||
| Q2 25 | $1.0B | $933.3M | ||
| Q1 25 | $941.9M | $883.1M | ||
| Q4 24 | $945.6M | $937.9M | ||
| Q3 24 | $967.1M | $935.0M | ||
| Q2 24 | $965.6M | $942.3M |
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $45.6M | ||
| Q3 25 | $188.4M | $49.9M | ||
| Q2 25 | $159.7M | $45.7M | ||
| Q1 25 | $148.2M | $39.2M | ||
| Q4 24 | $144.1M | $61.0M | ||
| Q3 24 | $174.2M | $48.1M | ||
| Q2 24 | $155.4M | $37.7M |
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | 51.2% | ||
| Q3 25 | 45.8% | 52.2% | ||
| Q2 25 | 45.6% | 51.5% | ||
| Q1 25 | 44.9% | 52.0% | ||
| Q4 24 | 44.1% | 50.8% | ||
| Q3 24 | 44.7% | 51.2% | ||
| Q2 24 | 44.4% | 51.0% |
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 8.1% | ||
| Q3 25 | 21.8% | 8.4% | ||
| Q2 25 | 21.5% | 8.4% | ||
| Q1 25 | 20.9% | 7.9% | ||
| Q4 24 | 19.5% | 10.7% | ||
| Q3 24 | 22.2% | 8.8% | ||
| Q2 24 | 21.6% | 7.6% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | 4.8% | ||
| Q3 25 | 17.6% | 5.3% | ||
| Q2 25 | 15.6% | 4.9% | ||
| Q1 25 | 15.7% | 4.4% | ||
| Q4 24 | 15.2% | 6.5% | ||
| Q3 24 | 18.0% | 5.1% | ||
| Q2 24 | 16.1% | 4.0% |
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $0.45 | ||
| Q3 25 | $2.18 | $0.49 | ||
| Q2 25 | $1.85 | $0.44 | ||
| Q1 25 | $1.71 | $0.38 | ||
| Q4 24 | $1.65 | $0.58 | ||
| Q3 24 | $1.99 | $0.45 | ||
| Q2 24 | $1.77 | $0.36 |
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 | $157.2M |
| Total DebtLower is stronger | $2.0B | $842.5M |
| Stockholders' EquityBook value | $2.1B | $823.6M |
| Total Assets | $5.3B | $2.9B |
| Debt / EquityLower = less leverage | 0.97× | 1.02× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $157.2M | ||
| Q3 25 | $302.7M | $149.2M | ||
| Q2 25 | $656.8M | $112.8M | ||
| Q1 25 | $494.5M | $92.2M | ||
| Q4 24 | $503.8M | $105.5M | ||
| Q3 24 | $878.9M | $108.0M | ||
| Q2 24 | $747.5M | $97.4M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $842.5M | ||
| Q3 25 | $2.1B | $862.0M | ||
| Q2 25 | $2.1B | $882.4M | ||
| Q1 25 | $2.0B | $902.8M | ||
| Q4 24 | $2.0B | $938.1M | ||
| Q3 24 | $2.4B | $978.3M | ||
| Q2 24 | $2.4B | $978.9M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $823.6M | ||
| Q3 25 | $1.9B | $794.2M | ||
| Q2 25 | $1.8B | $762.9M | ||
| Q1 25 | $1.6B | $699.8M | ||
| Q4 24 | $1.5B | $656.5M | ||
| Q3 24 | $1.6B | $628.5M | ||
| Q2 24 | $1.4B | $577.7M |
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $2.9B | ||
| Q3 25 | $5.2B | $2.9B | ||
| Q2 25 | $4.9B | $2.7B | ||
| Q1 25 | $4.6B | $2.7B | ||
| Q4 24 | $4.5B | $2.7B | ||
| Q3 24 | $5.0B | $2.8B | ||
| Q2 24 | $4.8B | $2.7B |
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | 1.02× | ||
| Q3 25 | 1.07× | 1.09× | ||
| Q2 25 | 1.16× | 1.16× | ||
| Q1 25 | 1.24× | 1.29× | ||
| Q4 24 | 1.33× | 1.43× | ||
| Q3 24 | 1.53× | 1.56× | ||
| Q2 24 | 1.69× | 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 | $93.2M |
| Free Cash FlowOCF − Capex | — | $57.5M |
| FCF MarginFCF / Revenue | — | 6.1% |
| Capex IntensityCapex / Revenue | 2.0% | 3.8% |
| Cash ConversionOCF / Net Profit | 0.73× | 2.05× |
| TTM Free Cash FlowTrailing 4 quarters | — | $216.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $93.2M | ||
| Q3 25 | $229.5M | $120.9M | ||
| Q2 25 | $209.7M | $69.4M | ||
| Q1 25 | $104.5M | $51.1M | ||
| Q4 24 | $219.0M | $33.5M | ||
| Q3 24 | $231.9M | $110.7M | ||
| Q2 24 | $173.0M | $47.9M |
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $57.5M | ||
| Q3 25 | $209.8M | $78.0M | ||
| Q2 25 | $192.0M | $49.1M | ||
| Q1 25 | $83.4M | $32.2M | ||
| Q4 24 | $194.9M | $13.4M | ||
| Q3 24 | $212.0M | $73.3M | ||
| Q2 24 | $152.1M | $28.7M |
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 6.1% | ||
| Q3 25 | 19.6% | 8.2% | ||
| Q2 25 | 18.8% | 5.3% | ||
| Q1 25 | 8.9% | 3.6% | ||
| Q4 24 | 20.6% | 1.4% | ||
| Q3 24 | 21.9% | 7.8% | ||
| Q2 24 | 15.8% | 3.1% |
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 3.8% | ||
| Q3 25 | 1.8% | 4.5% | ||
| Q2 25 | 1.7% | 2.2% | ||
| Q1 25 | 2.2% | 2.1% | ||
| Q4 24 | 2.5% | 2.1% | ||
| Q3 24 | 2.1% | 4.0% | ||
| Q2 24 | 2.2% | 2.0% |
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 2.05× | ||
| Q3 25 | 1.22× | 2.42× | ||
| Q2 25 | 1.31× | 1.52× | ||
| Q1 25 | 0.71× | 1.30× | ||
| Q4 24 | 1.52× | 0.55× | ||
| Q3 24 | 1.33× | 2.30× | ||
| Q2 24 | 1.11× | 1.27× |
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% |
SBH
| Sally Beauty Supply | $531.6M | 56% |
| Beauty Systems Group | $411.6M | 44% |
