Allegion vs Carlisle Companies
Carlisle Companies is the larger business, with $5.02bn of revenue in fiscal 2025 against $4.07bn for Allegion (1.2 times as much). Allegion grew faster (7.8% against 0.3%). Allegion kept more of each dollar of sales as profit: a net margin of 15.8% against 14.8%.
| Latest fiscal year | AllegionALLE, 2025 | Carlisle CompaniesCSL, 2025 |
|---|---|---|
| Revenue | $4.07bn | $5.02bn |
| Revenue growth | 7.8% | 0.3% |
| Net income | $644m | $741m |
| Operating margin | 21.1% | — |
| Net margin | 15.8% | 14.8% |
| Return on equity | 36.1% | 34.8% |
| Free cash flow | $686m | $971m |
| Cash | $356m | $1.11bn |
| Total debt | $1.99bn | $2.89bn |
| Debt to equity | 96.3% | — |
| Dividend per share | $2.04 | $4.20 |
| Dividend yield | 1.1% | 1.2% |
| Share buybacks | $80.0m | $1.30bn |
| Employees | 13,300 | — |
| Market value | $15.99bn | $15.07bn |
| Price vs our value range | Within our value range | Within our value range |
| Moat score | 82 (Strong) | 75 (Strong) |
| Insider trades, 12 months | 5 buys, 11 sales | 0 buys, 18 sales |