Allegion Q3 2026: revenue up 9.6%, adjusted EPS $2.60, outlook raised
Allegion beat on both lines and raised its full-year outlook. Revenue rose 9.6% to $1.17 billion and adjusted EPS of $2.60 landed about a nickel above the $2.5522 consensus. Read the quarter in two layers: 7.2% organic growth and a 24.7% adjusted operating margin describe the core, while $19.9 million of tariff refunds sit in reported but not adjusted profit.
1 · Expected vs. Actual
Free preview belowGAAP EPS came in at $2.59, up 18.8% from $2.18, and adjusted EPS was $2.60 versus $2.30, a 13.0% gain. The $2.60 beat the $2.5522 consensus by about 1.9%. Note that reported operating income includes $19.9 million of tariff refunds that the adjusted figures strip out, so the headline GAAP jump overstates the underlying improvement.
Revenue of $1.17 billion rose 9.6% from $1.07 billion a year earlier, with 7.2% of that organic. Acquisitions and divestitures added 2.6 points and currency took off 0.2 points. The Americas carried the quarter, up 11.7% reported and 9.1% organic, while International grew just 1.8% and slipped 0.2% organically.
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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 2026-10-23
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