Allegion Q2 2026: revenue up 12.7%, adjusted EPS $2.40, outlook raised
Allegion's Q2 2026 beat on both the top and bottom line and management raised full-year guidance, so the quarter reads Bullish. Revenue of $1.15 billion rose 12.7% and adjusted EPS of $2.40 topped the $2.2605 consensus figure in the data. Read the rest with one caution: gross margin slipped to 44.9% and Europe is shrinking, so the profit improvement came from overhead leverage and buybacks, not from factory-level economics.
1 · Expected vs. Actual
Free preview belowGAAP EPS was $2.15 versus $1.85, and adjusted EPS was $2.40 versus $2.04, up 17.6%. Against the $2.2605 consensus estimate, adjusted EPS beat by roughly 6.2%, assuming that estimate is on the same adjusted basis. The gap between GAAP and adjusted comes mostly from $17.2 million of acquired-intangible amortization plus $6.9 million of restructuring and acquisition costs.
Revenue of $1.15 billion rose 12.7% from $1.02 billion a year earlier. Only 6.9 points of that was organic; acquisitions and divestitures added 5.1 points and currency 0.7 points. The Americas did the work, up 11.8% reported and 8.9% organically, while International revenue grew 16.2% but fell 1.2% on an organic basis.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-09-17
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