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Side-by-side financial comparison of Allegion (ALLE) and Uber (UBER), based on the latest 10-Q / 10-K filings. Click either name above to swap in a different company.
Uber is the larger business by last-quarter revenue ($14.4B vs $1.0B, roughly 13.9× Allegion). Allegion runs the higher net margin — 14.3% vs 2.1%, a 12.2% gap on every dollar of revenue. On growth, Uber posted the faster year-over-year revenue change (20.1% vs 9.3%). Uber produced more free cash flow last quarter ($2.8B vs $200.5M). Over the past eight quarters, Uber's revenue compounded faster (19.1% CAGR vs 7.5%).
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...
Uber Technologies, Inc. is an American multinational transportation company that provides ride-hailing services, courier services, food delivery, and freight transport. It is headquartered in San Francisco, California, and operates in approximately 70 countries and 15,000 cities worldwide. It is the largest ridesharing company worldwide with over 180 million monthly active users and 6 million active drivers and couriers.
ALLE vs UBER — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | ||
|---|---|---|
| Revenue | $1.0B | $14.4B |
| Net Profit | $147.5M | $296.0M |
| Gross Margin | 44.5% | — |
| Operating Margin | 20.3% | 12.3% |
| Net Margin | 14.3% | 2.1% |
| Revenue YoY | 9.3% | 20.1% |
| Net Profit YoY | 2.4% | -95.7% |
| EPS (diluted) | $1.70 | $0.16 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align — see 8-quarter trend below.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history — bar widths are scaled to the larger of the two companies so you can eyeball the size gap and growth trajectory without doing math. Quarters aligned by calendar period (report date) so offset fiscal years line up.
| Q4 25 | $1.0B | $14.4B | ||
| Q3 25 | $1.1B | $13.5B | ||
| Q2 25 | $1.0B | $12.7B | ||
| Q1 25 | $941.9M | $11.5B | ||
| Q4 24 | $945.6M | $12.0B | ||
| Q3 24 | $967.1M | $11.2B | ||
| Q2 24 | $965.6M | $10.7B | ||
| Q1 24 | $893.9M | $10.1B |
| Q4 25 | $147.5M | $296.0M | ||
| Q3 25 | $188.4M | $6.6B | ||
| Q2 25 | $159.7M | $1.4B | ||
| Q1 25 | $148.2M | $1.8B | ||
| Q4 24 | $144.1M | $6.9B | ||
| Q3 24 | $174.2M | $2.6B | ||
| Q2 24 | $155.4M | $1.0B | ||
| Q1 24 | $123.8M | $-654.0M |
| 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 24 | 43.8% | — |
| Q4 25 | 20.3% | 12.3% | ||
| Q3 25 | 21.8% | 8.3% | ||
| Q2 25 | 21.5% | 11.5% | ||
| Q1 25 | 20.9% | 10.6% | ||
| Q4 24 | 19.5% | 6.4% | ||
| Q3 24 | 22.2% | 9.5% | ||
| Q2 24 | 21.6% | 7.4% | ||
| Q1 24 | 19.3% | 1.7% |
| Q4 25 | 14.3% | 2.1% | ||
| Q3 25 | 17.6% | 49.2% | ||
| Q2 25 | 15.6% | 10.7% | ||
| Q1 25 | 15.7% | 15.4% | ||
| Q4 24 | 15.2% | 57.6% | ||
| Q3 24 | 18.0% | 23.3% | ||
| Q2 24 | 16.1% | 9.5% | ||
| Q1 24 | 13.8% | -6.5% |
| Q4 25 | $1.70 | $0.16 | ||
| Q3 25 | $2.18 | $3.11 | ||
| Q2 25 | $1.85 | $0.63 | ||
| Q1 25 | $1.71 | $0.83 | ||
| Q4 24 | $1.65 | $3.21 | ||
| Q3 24 | $1.99 | $1.20 | ||
| Q2 24 | $1.77 | $0.47 | ||
| Q1 24 | $1.41 | $-0.32 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest filing — the kind of financial-strength check premium terminals charge for.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $356.2M | $7.6B |
| Total DebtLower is stronger | $2.0B | $10.6B |
| Stockholders' EquityBook value | $2.1B | $27.0B |
| Total Assets | $5.2B | $61.8B |
| Debt / EquityLower = less leverage | 0.96× | 0.39× |
8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.
| Q4 25 | $356.2M | $7.6B | ||
| Q3 25 | $302.7M | $9.1B | ||
| Q2 25 | $656.8M | $7.4B | ||
| Q1 25 | $494.5M | $6.0B | ||
| Q4 24 | $503.8M | $7.0B | ||
| Q3 24 | $878.9M | $9.1B | ||
| Q2 24 | $747.5M | $6.3B | ||
| Q1 24 | $391.8M | $5.8B |
| Q4 25 | $2.0B | $10.6B | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | $9.6B | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.0B | — |
| Q4 25 | $2.1B | $27.0B | ||
| Q3 25 | $1.9B | $28.1B | ||
| Q2 25 | $1.8B | $22.6B | ||
| Q1 25 | $1.6B | $22.0B | ||
| Q4 24 | $1.5B | $21.6B | ||
| Q3 24 | $1.6B | $14.8B | ||
| Q2 24 | $1.4B | $12.3B | ||
| Q1 24 | $1.4B | $11.1B |
| Q4 25 | $5.2B | $61.8B | ||
| Q3 25 | $5.2B | $63.3B | ||
| Q2 25 | $4.9B | $56.0B | ||
| Q1 25 | $4.6B | $52.8B | ||
| Q4 24 | $4.5B | $51.2B | ||
| Q3 24 | $5.0B | $47.1B | ||
| Q2 24 | $4.8B | $41.5B | ||
| Q1 24 | $4.3B | $39.6B |
| Q4 25 | 0.96× | 0.39× | ||
| Q3 25 | 1.07× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.24× | — | ||
| Q4 24 | 1.33× | 0.44× | ||
| Q3 24 | 1.53× | — | ||
| Q2 24 | 1.69× | — | ||
| Q1 24 | 1.49× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Net income can be massaged; cash flow is harder to fake.
| Metric | ||
|---|---|---|
| Operating Cash FlowLast quarter | $240.1M | $2.9B |
| Free Cash FlowOCF − Capex | $200.5M | $2.8B |
| FCF MarginFCF / Revenue | 19.4% | 19.5% |
| Capex IntensityCapex / Revenue; lower = less reinvestment burden | 3.8% | 0.5% |
| Cash ConversionOCF / Net Profit; >1× = earnings back up with cash | 1.63× | 9.74× |
| TTM Free Cash FlowTrailing 4 quarters | $685.7M | $9.8B |
8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.
| Q4 25 | $240.1M | $2.9B | ||
| Q3 25 | $229.5M | $2.3B | ||
| Q2 25 | $209.7M | $2.6B | ||
| Q1 25 | $104.5M | $2.3B | ||
| Q4 24 | $219.0M | $1.8B | ||
| Q3 24 | $231.9M | $2.2B | ||
| Q2 24 | $173.0M | $1.8B | ||
| Q1 24 | $51.1M | $1.4B |
| Q4 25 | $200.5M | $2.8B | ||
| Q3 25 | $209.8M | $2.2B | ||
| Q2 25 | $192.0M | $2.5B | ||
| Q1 25 | $83.4M | $2.3B | ||
| Q4 24 | $194.9M | $1.7B | ||
| Q3 24 | $212.0M | $2.1B | ||
| Q2 24 | $152.1M | $1.7B | ||
| Q1 24 | $23.9M | $1.4B |
| Q4 25 | 19.4% | 19.5% | ||
| Q3 25 | 19.6% | 16.6% | ||
| Q2 25 | 18.8% | 19.6% | ||
| Q1 25 | 8.9% | 19.5% | ||
| Q4 24 | 20.6% | 14.3% | ||
| Q3 24 | 21.9% | 18.9% | ||
| Q2 24 | 15.8% | 16.1% | ||
| Q1 24 | 2.7% | 13.4% |
| Q4 25 | 3.8% | 0.5% | ||
| Q3 25 | 1.8% | 0.7% | ||
| Q2 25 | 1.7% | 0.7% | ||
| Q1 25 | 2.2% | 0.6% | ||
| Q4 24 | 2.5% | 0.4% | ||
| Q3 24 | 2.1% | 0.4% | ||
| Q2 24 | 2.2% | 0.9% | ||
| Q1 24 | 3.0% | 0.6% |
| Q4 25 | 1.63× | 9.74× | ||
| Q3 25 | 1.22× | 0.35× | ||
| Q2 25 | 1.31× | 1.89× | ||
| Q1 25 | 0.71× | 1.31× | ||
| Q4 24 | 1.52× | 0.25× | ||
| Q3 24 | 1.33× | 0.82× | ||
| Q2 24 | 1.11× | 1.79× | ||
| Q1 24 | 0.41× | — |
Financial Flow Comparison
Sankey diagram of revenue → gross profit → operating profit → net profit for each company. Charts shown full-width and stacked so both segment hierarchies are readable side-by-side on desktop and mobile.
Revenue Breakdown by Segment
ALLE
| Products | $750.2M | 73% |
| Allegion International | $237.7M | 23% |
| Services | $45.2M | 4% |
UBER
| Mobility | $8.2B | 57% |
| Delivery | $4.9B | 34% |
| Freight | $1.3B | 9% |