ALLE

Allegion (ALLE) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 23. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. This security device maker is expected to post quarterly earnings of $2.23 per share in its upcoming report, which represents a year-over-year change of +9.3%. Revenues are expected to be $1.11 billion, up 8.5% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 0.54% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant...

DUBLIN, July 09, 2026--(BUSINESS WIRE)--Allegion plc (NYSE: ALLE), a leading global security products and solutions provider, will release its 2026 second-quarter financial results on Thursday, July 23, before the market opens. Later that morning, John H. Stone, president and CEO, and Mike Wagnes, senior vice president and chief financial officer, will conduct a conference call for analysts and investors, beginning at 8 a.m. ET, to review the company's results. The real-time webcast and a replay of the event will be made available through the company’s investor website at investor.allegion.com or directly by clicking here. About Allegion At Allegion (NYSE: ALLE), we design and manufacture innovative security and access solutions that help keep people safe where they live, learn, work and connect. We’re pioneering safety with our strong legacy of leading brands like CISA®, Interflex®, LCN®, Schlage®, SimonsVoss® and Von Duprin®. Our comprehensive portfolio of hardware, software and electronic solutions is sold around the world and spans residential and commercial locks, door closer and exit devices, steel doors and frames, access control and workforce productivity systems. Allegion had $4.1 billion in revenue in 2025. For more, visit www.allegion.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260709649821/en/ Contacts Media Contact: Whitney Moorman – Director, Global [email protected] Analyst Contact: Jobi Coyle – Director, Investor [email protected] Josh Pokrzywinski – Vice President, Investor [email protected]

Dublin, Ireland-based Allegion plc (ALLE) provides security products and solutions worldwide. The company has a market cap of $12 billion and operates through two segments: Allegion Americas and Allegion International. It offers door controls, door control systems, and exit devices; doors, glass, and door systems; and accessories, among others. ALLE is expected to release its Q2 2026 earnings soon. Ahead of the event, analysts expect the company’s EPS to be $2.22 on a diluted basis, up 8.8% from $2.04 in the year-ago quarter. The company has exceeded Wall Street’s EPS estimates in two of its last four quarters, while missing on two other occasions. Dear Microsoft Stock Fans, Mark Your Calendars for August 1 Heavy Advanced Micro Devices Call Options Volume Today - Is AMD Undervalued? From Zero to $15 Billion, Qualcomm’s AI Roadmap Gets a Boost From Modular Acquisition Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. For fiscal 2026, analysts project the company’s EPS to be $8.73, up 7.3% from $8.14 in fiscal 2025. Moreover, its EPS is expected to rise by roughly 7.2% year over year (YoY) to $9.36 in fiscal 2027. ALLE stock has declined 2.5% over the past 52 weeks, underperforming the S&P 500 Index’s ($SPX) 20.9% rise and the State Street Industrial Select Sector SPDR ETF’s (XLI) 25.6% rise during the same time frame. On Apr. 28, ALLE stock declined 7.9% following the release of its mixed Q1 2026 earnings. The company’s revenue for the quarter amounted to $1 billion, surpassing the Street’s estimates. However, its adjusted EPS came in at $1.80, failing to touch Wall Street’s estimates. Allegion expects full-year earnings in the range of $8.70 to $8.90 per share. Analysts are somewhat bullish on ALLE, with the stock having a “Moderate Buy” rating overall. Among the 13 analysts covering the stock, four are recommending a “Strong Buy,” and nine suggests a “Hold” for the stock. ALLE’s average analyst price target is $161.69, indicating a 15.1% upside from the current levels. On the date of publication, Aritra Gangopadhyay did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com

A month has gone by since the last earnings report for Allegion (ALLE). Shares have lost about 4.5% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Allegion due for a breakout? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for Allegion PLC before we dive into how investors and analysts have reacted as of late. Allegion’s first-quarter 2026 adjusted earnings of $1.80 per share missed the Zacks Consensus Estimate of $1.88. The bottom line decreased 3.2% year over year. Allegion’s revenues were $1.03 billion, which increased 9.7% year over year. Organic revenues increased 2.6%, driven by price realization. Revenues beat the Zacks Consensus Estimate of $1.02 billion. While acquired assets boosted revenues by 4.8%, foreign currency had a positive impact of 2.3%.It reports revenues under two segments. A brief discussion of quarterly results is provided below:Revenues from Allegion Americas increased 6.9% year over year to $809.9 million. The figure accounted for 78.4% of the quarter’s revenues. Our estimate for segmental revenues was $807.1 million. Organic revenues increased 4.5%, driven by solid momentum in the non-residential and electronics businesses.Operating income for the segment was $215.1 million, up 1.8% year over year. Our estimate was $209.7 million.Revenues from Allegion International were $223.7 million, up 21.5% year over year. The metric accounted for 21.6% of the quarter’s revenues. Organic revenues decreased 5.3%. Segmental operating income was $8.3 million, down 29.1% year over year. In the quarter, Allegion’s cost of revenues increased 11.5% year over year to $579.1 million. Gross profit was $454.5 million, up 7.5% year over year, while the gross margin declined 90 basis points (bps) to 44%.Selling and administrative expenses increased 14.6% year over year to $259.2 million. Adjusted EBITDA was $236.8 million, reflecting a year-over-year increase of 3.9%. The margin was 22.9%, down 130 basis points on a year-over-year basis.Adjusted operating income increased 2.6% year over year to $218.9 million. The adjusted margin was 21.2%, down 150 basis points year over year. Interest expenses were $24.2 million, down 2% year over year. The effective tax rate (on an adjusted basis) was 20.1%,...

Image source: The Motley Fool. Thursday, May 14, 2026 at 10:00 a.m. ET Chief Executive Officer — Jeffrey Sprau Chief Financial Officer — Stephen Butz Chief Operating Officer — Stephen Hansen Head of Investor Relations — Son Vann Need a quote from a Motley Fool analyst? Email [email protected] Son Vann: Thank you, Daniel, and good morning, everyone. Welcome to Allegion's first quarter 2026 earnings call. With me today are Jeffrey Sprau, our Chief Executive Officer; Stephen Butz, Chief Financial Officer; and Steve Hansen, Chief Operating Officer. This morning, we issued a press release that covers our first quarter 2026 financial results and posted a slide presentation that accompanies the earnings release. All materials can be found on the Investor Relations section of the company's website, wearelegence.com. Before we begin, I want to remind you that comments made during this call contain certain forward looking statements and are subject to risks and uncertainties including those identified in our Risk Factors contained in our SEC filings. Our actual results could differ materially and we undertake no obligations to update any such forward looking statements. During this call, we will refer to certain non-GAAP financial measures which should not be considered in isolation from or as a substitute for measures prepared in accordance with generally accepted accounting principles. Please refer to our quarterly earnings presentation for reconciliations of these non GAAP measures. To the most directly comparable GAAP measures. With that, let me turn the call over to Jeffrey. Jeffrey Sprau: Thank you, Son, and thanks, everyone, for joining today to discuss our first quarter performance and current outlook for Legence. it is only been 1.5 months since our last earnings call, and the themes that we spoke about then are still applicable today. These themes include a very healthy demand environment for mission critical building systems particularly in the data center and technology end market. Our strong project execution, our ability to attract talented labor, and the impact that M&A can bring to accelerate our growth. All of these factors contributed to our strong first quarter results that exceeded quarterly guidance. as well as provide the underpinning to raise our full-year 2026 guidance. Our first quarter results, Steve will go into greater detail. But at a high level...

Wrapping up Q1 earnings, we look at the numbers and key takeaways for the electrical systems stocks, including Allegion (NYSE:ALLE) and its peers. Like many equipment and component manufacturers, electrical systems companies are buoyed by secular trends such as connectivity and industrial automation. More specific pockets of strong demand include Internet of Things (IoT) connectivity and the 5G telecom upgrade cycle, which can benefit companies whose cables and conduits fit those needs. But like the broader industrials sector, these companies are also at the whim of economic cycles. Interest rates, for example, can greatly impact projects that drive demand for these products. The 13 electrical systems stocks we track reported a satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 2.9% while next quarter’s revenue guidance was 1.3% below. Thankfully, share prices of the companies have been resilient as they are up 5.5% on average since the latest earnings results. Allegion plc (NYSE:ALLE) is a provider of security products and solutions that keep people and assets safe and secure in various environments. Allegion reported revenues of $1.03 billion, up 9.7% year on year. This print exceeded analysts’ expectations by 0.8%. Despite the top-line beat, it was still a slower quarter for the company with a significant miss of analysts’ EPS and adjusted operating income estimates. “Allegion delivered strong Q1 revenue growth led by our Americas non-residential and electronics businesses,” Allegion President and CEO John H. Stone said. Unsurprisingly, the stock is down 7.8% since reporting and currently trades at $136.80. Is now the time to buy Allegion? Access our full analysis of the earnings results here, it’s free. Enhancing commercial environments, LSI (NASDAQ:LYTS) provides lighting and display solutions for businesses and retailers. LSI reported revenues of $150.5 million, up 13.6% year on year, outperforming analysts’ expectations by 9%. The business had an incredible quarter with a beat of analysts’ EPS and EBITDA estimates. The market seems happy with the results as the stock is up 17.9% since reporting. It currently trades at $24.41. Is now the time to buy LSI? Access our full analysis of the earnings results here, it’s free. Credited with introducing the first automatic washing machine, Whirlpool (NYSE:WHR) is a manufacturer of a var...

Allegion plc (NYSE:ALLE) shareholders are probably feeling a little disappointed, since its shares fell 6.7% to US$137 in the week after its latest quarterly results. It looks like the results were a bit of a negative overall. While revenues of US$1.0b were in line with analyst predictions, statutory earnings were less than expected, missing estimates by 8.4% to hit US$1.59 per share. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Allegion after the latest results. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. Taking into account the latest results, the consensus forecast from Allegion's twelve analysts is for revenues of US$4.38b in 2026. This reflects a modest 5.3% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to rise 9.1% to US$8.05. Before this earnings report, the analysts had been forecasting revenues of US$4.32b and earnings per share (EPS) of US$8.14 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates. Check out our latest analysis for Allegion There were no changes to revenue or earnings estimates or the price target of US$168, suggesting that the company has met expectations in its recent result. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. Currently, the most bullish analyst values Allegion at US$189 per share, while the most bearish prices it at US$150. The narrow spread of estimates could suggest that the business' future is relatively easy to value, or thatthe analysts have a strong view on its prospects. These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Allegion's past performance and to peers in the same industry. The period to the end of 2026 brings more of the same, according to the analysts, with rev...

This article first appeared on GuruFocus. Revenue: Over $1 billion, an increase of 9.7% compared to 2025. Organic Revenue Growth: Increased by 2.6% in the quarter. Adjusted Operating Margin: 21.2%, down 150 basis points compared to last year. Adjusted Earnings Per Share (EPS): $1.80, a decrease of $0.06 or 3.2% versus the prior year. Available Cash Flow: $80.3 million, consistent with the prior year. Americas Segment Revenue: $809.9 million, up 6.9% on a reported basis and 4.5% on an organic basis. International Segment Revenue: $223.7 million, up 21.5% on a reported basis and down 5.3% organically. Dividends Paid: $47 million in the quarter. Share Repurchase: $40 million of Allegion shares repurchased in the first quarter. Net Debt to Adjusted EBITDA Ratio: 1.7 times. Warning! GuruFocus has detected 1 Warning Sign with ALLE. Is ALLE fairly valued? Test your thesis with our free DCF calculator. Release Date: April 28, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Allegion PLC (NYSE:ALLE) reported a high single-digit revenue growth in Q1, driven by the Americas non-residential business and acquisitions. The company raised its reported revenue outlook for the year to 6% to 8% due to the DCI acquisition. Allegion PLC (NYSE:ALLE) introduced the next generation LCN Senior Swing series of auto operators, which are expected to drive organic growth. The acquisition of DCI is expected to improve competitiveness on the West Coast, enhancing service and reducing costs. Allegion PLC (NYSE:ALLE) was honored with the Gallup Exceptional Workplace Award for the third consecutive year, highlighting strong workplace culture. Q1 organic revenue growth and margins in the International segment were negatively impacted by an ERP implementation. Adjusted operating margin decreased by 150 basis points compared to last year, due to volume declines and mix. Adjusted earnings per share decreased by 3.2% versus the prior year, impacted by higher tax and interest. The Americas segment experienced a 110 basis points decline in adjusted operating margins due to acquisitions and unfavorable mix. The International segment saw a 220 basis points decrease in adjusted operating margin, affected by ERP-related inefficiencies. Q: Can you provide insights on the demand side in the Americas, particularly regarding spec activity and any el...

Image source: The Motley Fool. Tuesday, April 28, 2026 at 8 a.m. ET President and Chief Executive Officer — John Stone Senior Vice President and Chief Financial Officer — Michael Wagnes John Stone: Good morning, everyone. Thanks for joining us. The Allegion team has remained agile in a volatile environment and stayed focused on serving our customers alongside our strong channel partners. In Q1, we delivered high single-digit revenue growth, led by the Americas nonresidential business and contributions from acquisitions. In the Americas, performance was in line with our expectations we outlined back in February. In our International segment, top line growth was led by acquisitions, which are on track. However, our Q1 organic revenue growth and margins in International were negatively impacted by an ERP implementation in one of our legacy mechanical businesses. Production rates there have started to improve, and we expect to recover the Q1 shortfall over the remainder of the year. As you'll see on the next slide, Allegion remains committed to balanced, disciplined and consistent capital deployment. And finally, with respect to our outlook for the year, we are raising our reported revenue outlook to 6% to 8% to include the DCI acquisition, and we are affirming our outlook for organic revenue growth of 2% to 4% and adjusted earnings per share of $8.70 to $8.90. Please go to Slide 4. Taking a look at capital allocation for the first quarter, starting with our investments for organic growth. The latest example of this is our next-generation LCN Senior Swing series of auto operators for heavy-use doors across health care offices and other high-traffic environments. Easy to install and upkeep, these automatic door operators self-adjust in real-time to external pressures like wind, allowing smooth, safe and consistent operation while saving the building time, energy and maintenance calls. Turning to acquisitions. Earlier in March, we closed the acquisition of DCI, a West Coast-based manufacturer of holly metal doors and frames, specializing in custom design and quick ship capability. Historically, we've had to rely on our Cincinnati, Ohio, manufacturing facility to serve customers on the West Coast, which extended lead times and drove higher freight costs compared to local suppliers. DCI makes us far more competitive on the West Coast, helping the totality of our Ame...

Q1 results: Revenue was "over $1 billion," up 9.7% year-over-year (organic +2.6%), but adjusted operating margin declined 150 basis points to 21.2% and adjusted EPS fell to $1.80 (-3.2%), with available cash flow roughly flat. Regional dynamics: Americas non-residential demand remained healthy while residential stayed soft; International reported revenue rose 21.5% driven by acquisitions and currency, but organic revenue fell 5.3% due to an ERP-related execution disruption in a legacy European mechanical business that management expects to recover over the year. Capital and guidance: Allegion closed the DCI acquisition, raised reported revenue outlook to 6–8% (affirming organic growth of 2–4% and adjusted EPS $8.70–$8.90), repurchased $40M, paid $47M in dividends, and authorized a new $500M share repurchase program. Interested in Allegion PLC? Here are five stocks we like better. The 5 Hottest CEO Stock Purchases So Far This Year Allegion (NYSE:ALLE) reported first-quarter 2026 results featuring nearly 10% revenue growth, while management highlighted solid demand in the Americas non-residential market and an execution-driven disruption in one international mechanical business tied to an ERP implementation. Senior Vice President and Chief Financial Officer Mike Wagnes said first-quarter revenue was “over $1 billion,” up 9.7% versus the prior year. Organic revenue increased 2.6%, which Wagnes said was “driven by price realization, partially offset by volume declines.” → Pipelines and Automation: 2 Energy Plays Built for Any Oil Price Adjusted operating margin was 21.2%, down 150 basis points year over year, with Wagnes citing “a combination of volume declines and mix.” He added that price and productivity were favorable by $5.3 million “net of inflation and investment,” but still represented a 40 basis point headwind to the margin rate in the quarter due to other factors. Adjusted earnings per share were $1.80, down $0.06, or 3.2%, from the prior year. Wagnes said EPS benefits from acquisitions were “more than offset by higher tax and interest and other in the quarter.” Available cash flow was $80.3 million, consistent with the prior year. → Homebuilder Earnings: D.R. Horton Sticks Out as Pulte & NVR Sales Tank In the Americas segment, Allegion posted revenue of $809.9 million, up 6.9% reported and up 4.5% organically. Wagnes said the non-residential business...

Americas nonresidential growth was driven by price realization and healthy demand, while residential markets remained soft due to volume declines. International segment performance was significantly hampered by an ERP implementation in a legacy mechanical business, causing production delays and margin contraction. The acquisition of DCI enhances West Coast competitiveness by providing custom design and quick-ship capabilities, reducing lead times and freight costs compared to East Coast shipping. Management attributes the International margin decline primarily to operational inefficiencies from the ERP transition rather than a shift in underlying market demand. Electronics revenue continues to serve as a long-term growth driver, though growth moderated to mid-single digits compared to the prior year's double-digit performance. Capital deployment remains focused on a balanced approach, including the authorization of a new $500 million share repurchase program and strategic bolt-on M&A. Management expects to recover the Q1 International production shortfall over the remainder of the year, supported by existing order backlogs. Guidance assumes an incremental 1% COGS headwind from tariffs and fuel inflation, which the company plans to offset through price and cost actions. The 2026 revenue outlook was raised to 6% to 8% solely to reflect the inclusion of the DCI acquisition, while organic growth targets remain unchanged. Margin expansion is expected to be back-half weighted as the company laps prior-year foreign currency benefits and integrates lower-margin acquisitions. Management anticipates that electronics adoption rates will continue to outpace mechanical growth over the full fiscal year. The DCI acquisition is expected to be a 30-basis-point headwind to full-year margin rates due to its current low double-digit EBITDA profile. A $3 million prior-year benefit from the Mexican peso created a difficult year-over-year comparison for Americas operating margins in Q1. Trade policy volatility, including Section 232 and 301 changes, is cited as a primary driver of the anticipated 1% COGS inflationary headwind. Exposure to Middle East conflicts is characterized as negligible, with no notable demand impact observed from regional tensions. Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's...

Allegion (ALLE) came out with quarterly earnings of $1.8 per share, missing the Zacks Consensus Estimate of $1.88 per share. This compares to earnings of $1.86 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -4.13%. A quarter ago, it was expected that this security device maker would post earnings of $2.01 per share when it actually produced earnings of $1.94, delivering a surprise of -3.48%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Allegion, which belongs to the Zacks Security and Safety Services industry, posted revenues of $1.03 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.61%. This compares to year-ago revenues of $941.9 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Allegion shares have lost about 6.8% since the beginning of the year versus the S&P 500's gain of 4.8%. While Allegion has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Allegion was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy)...