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Side-by-side financial comparison of Allegion (ALLE) and SCANSOURCE, INC. (SCSC). Click either name above to swap in a different company.
Allegion is the larger business by last-quarter revenue ($1.0B vs $766.5M, roughly 1.3× SCANSOURCE, INC.). Allegion runs the higher net margin — 13.4% vs 2.2%, a 11.2% gap on every dollar of revenue. On growth, Allegion posted the faster year-over-year revenue change (9.7% vs 2.5%). Over the past eight quarters, Allegion's revenue compounded faster (3.5% CAGR vs 0.9%).
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...
ScanSource, Inc. is a leading global specialty technology distributor offering a broad portfolio of solutions including point-of-sale systems, barcode scanning tools, cybersecurity products, cloud services and communication solutions. It primarily serves value-added resellers, managed service providers and enterprise clients across North America, Latin America and Europe, covering retail, healthcare, industrial and public sector core segments.
ALLE vs SCSC — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $766.5M |
| Net Profit | $138.1M | $16.5M |
| Gross Margin | 44.0% | 13.4% |
| Operating Margin | 18.9% | 2.3% |
| Net Margin | 13.4% | 2.2% |
| Revenue YoY | 9.7% | 2.5% |
| Net Profit YoY | -6.8% | -3.3% |
| EPS (diluted) | — | $0.75 |
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 | $766.5M | ||
| Q3 25 | $1.1B | $739.6M | ||
| Q2 25 | $1.0B | $812.9M | ||
| Q1 25 | $941.9M | $704.8M | ||
| Q4 24 | $945.6M | $747.5M | ||
| Q3 24 | $967.1M | $775.6M | ||
| Q2 24 | $965.6M | $746.1M |
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $16.5M | ||
| Q3 25 | $188.4M | $19.9M | ||
| Q2 25 | $159.7M | $20.1M | ||
| Q1 25 | $148.2M | $17.4M | ||
| Q4 24 | $144.1M | $17.1M | ||
| Q3 24 | $174.2M | $17.0M | ||
| Q2 24 | $155.4M | $16.1M |
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | 13.4% | ||
| Q3 25 | 45.8% | 14.5% | ||
| Q2 25 | 45.6% | 12.9% | ||
| Q1 25 | 44.9% | 14.2% | ||
| Q4 24 | 44.1% | 13.6% | ||
| Q3 24 | 44.7% | 13.1% | ||
| Q2 24 | 44.4% | 13.0% |
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 2.3% | ||
| Q3 25 | 21.8% | 3.5% | ||
| Q2 25 | 21.5% | 3.3% | ||
| Q1 25 | 20.9% | 3.2% | ||
| Q4 24 | 19.5% | 2.5% | ||
| Q3 24 | 22.2% | 2.3% | ||
| Q2 24 | 21.6% | 2.9% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | 2.2% | ||
| Q3 25 | 17.6% | 2.7% | ||
| Q2 25 | 15.6% | 2.5% | ||
| Q1 25 | 15.7% | 2.5% | ||
| Q4 24 | 15.2% | 2.3% | ||
| Q3 24 | 18.0% | 2.2% | ||
| Q2 24 | 16.1% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $0.75 | ||
| Q3 25 | $2.18 | $0.89 | ||
| Q2 25 | $1.85 | $0.87 | ||
| Q1 25 | $1.71 | $0.74 | ||
| Q4 24 | $1.65 | $0.70 | ||
| Q3 24 | $1.99 | $0.69 | ||
| Q2 24 | $1.77 | $0.66 |
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 | $83.5M |
| Total DebtLower is stronger | $2.0B | — |
| Stockholders' EquityBook value | $2.1B | $910.9M |
| Total Assets | $5.3B | $1.7B |
| Debt / EquityLower = less leverage | 0.97× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | $83.5M | ||
| Q3 25 | $302.7M | $124.9M | ||
| Q2 25 | $656.8M | $126.2M | ||
| Q1 25 | $494.5M | $146.3M | ||
| Q4 24 | $503.8M | $110.5M | ||
| Q3 24 | $878.9M | $145.0M | ||
| Q2 24 | $747.5M | $185.5M |
| 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 | $910.9M | ||
| Q3 25 | $1.9B | $914.0M | ||
| Q2 25 | $1.8B | $906.4M | ||
| Q1 25 | $1.6B | $901.7M | ||
| Q4 24 | $1.5B | $900.7M | ||
| Q3 24 | $1.6B | $920.9M | ||
| Q2 24 | $1.4B | $924.3M |
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $1.7B | ||
| Q3 25 | $5.2B | $1.7B | ||
| Q2 25 | $4.9B | $1.8B | ||
| Q1 25 | $4.6B | $1.7B | ||
| Q4 24 | $4.5B | $1.7B | ||
| Q3 24 | $5.0B | $1.8B | ||
| Q2 24 | $4.8B | $1.8B |
| 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 | $30.8M |
| Free Cash FlowOCF − Capex | — | $28.9M |
| FCF MarginFCF / Revenue | — | 3.8% |
| Capex IntensityCapex / Revenue | 2.0% | 0.3% |
| Cash ConversionOCF / Net Profit | 0.73× | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $30.8M | ||
| Q3 25 | $229.5M | $23.2M | ||
| Q2 25 | $209.7M | — | ||
| Q1 25 | $104.5M | $66.1M | ||
| Q4 24 | $219.0M | $-6.2M | ||
| Q3 24 | $231.9M | $44.8M | ||
| Q2 24 | $173.0M | — |
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $28.9M | ||
| Q3 25 | $209.8M | $20.8M | ||
| Q2 25 | $192.0M | — | ||
| Q1 25 | $83.4M | $64.6M | ||
| Q4 24 | $194.9M | $-8.2M | ||
| Q3 24 | $212.0M | $42.5M | ||
| Q2 24 | $152.1M | — |
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 3.8% | ||
| Q3 25 | 19.6% | 2.8% | ||
| Q2 25 | 18.8% | — | ||
| Q1 25 | 8.9% | 9.2% | ||
| Q4 24 | 20.6% | -1.1% | ||
| Q3 24 | 21.9% | 5.5% | ||
| Q2 24 | 15.8% | — |
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 0.3% | ||
| Q3 25 | 1.8% | 0.3% | ||
| Q2 25 | 1.7% | 0.3% | ||
| Q1 25 | 2.2% | 0.2% | ||
| Q4 24 | 2.5% | 0.3% | ||
| Q3 24 | 2.1% | 0.3% | ||
| Q2 24 | 2.2% | 0.2% |
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 1.87× | ||
| Q3 25 | 1.22× | 1.17× | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 0.71× | 3.79× | ||
| Q4 24 | 1.52× | -0.36× | ||
| Q3 24 | 1.33× | 2.64× | ||
| 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% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
