ALLE
AllegionPrevious close
186.44
Change
−0.62 / −0.33%
Market Cap
$15.8B
1M
+21.25%
S&P 500 −0.91% over same period
Volume / Avg Volume
1.2M / 1.4M
0.87× average
Latest earnings analysisFY2026 Q3Reported 2026-10-22
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.
Read the full analysis →Revenue$1.17BYoY +9.60%
EPS (non-GAAP)$2.60Beatest. $2.55
Next-day move+11.02%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q3 Quarter ended 2026-09 | 2026-10-22 | $1.2B | Read analysis → |
| FY2026 Q2 Quarter ended 2026-06 | 2026-07-23 | $1.2B | Read analysis → |
| FY2026 Q1 Quarter ended 2026-03 | 2026-04-28 | $1.0B | Pending |
| FY2025 Q4 Quarter ended 2025-12 | 2026-02-17 | $4.1B | Pending |
| FY2025 Q3 Quarter ended 2025-09 | 2025-10-23 | $1.1B | Pending |
| FY2025 Q2 Quarter ended 2025-06 | 2025-07-24 | $1.0B | Pending |
| FY2025 Q1 Quarter ended 2025-03 | 2025-04-24 | $942M | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 83 of its 5-year rangeExpensive
5-year range 17.8 – 24.1 · Median 20.6
Last 4 quarters: $280M in buybacks + $184M in dividends, 2.95% of market cap combined
P/E (TTM)
22.8
P/B
7.3
P/S
3.6
Dividend Yield
1.71%
Earnings Reaction
Over the last 7 reports, the stock moved ±2.5% on average on the first trading day after, rising 2 times
Most recent +11.02%
Volatility & Correlation
1-year beta 0.41 · Correlation with S&P 500 0.18Low beta
Annualized volatility 30% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 1 · $0.03MSell 4 · $2.2MNet selling $2.2M
- 10-26Kemp Tracy LSVP-Chief Info. & Digital OfrSell$0.80M4,469 shares · Avg price 178.81
- 10-26Eckersley Timothy PPresident-Intl & SVP-AllegionSell$1.1M6,364 shares · Avg price 178.62
- 08-28MIZELL STEVENDirectorBuy$0.03M170 shares · Avg price 158.28
- 08-18Ilardi David S.President-Amer & SVP-AllegionSell$0.09M549 shares · Avg price 161.09
- 08-06Wenos VincentSVP - Chief Technology OfficerSell$0.17M1,000 shares · Avg price 168.25
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q3 | 1.17 | +9.6% | 46.8% | — | 2.59 |
| FY2026 Q2 | 1.15 | +12.7% | 44.9% | — | 2.15 |
| FY2026 Q1 | 1.03 | +9.7% | 44.0% | — | 1.59 |
| FY2025 Q4 | 1.03 | +9.3% | 44.5% | 0.50 | 1.70 |
| FY2025 Q3 | 1.07 | +10.7% | 45.8% | — | 2.18 |
| FY2025 Q2 | 1.02 | +5.8% | 45.6% | — | 1.85 |
| FY2025 Q1 | 0.94 | +5.4% | 44.9% | 0.15 | 1.71 |
| FY2024 Q4 | 0.95 | +5.4% | 44.1% | 0.14 | 1.65 |
| FY2024 Q3 | 0.97 | +5.4% | 44.7% | 0.17 | 1.99 |
| FY2024 Q2 | 0.97 | +5.8% | 44.4% | 0.16 | 1.77 |
| FY2024 Q1 | 0.89 | −3.2% | 43.8% | 0.12 | 1.41 |
| FY2023 Q4 | 0.90 | +4.2% | 42.9% | 0.12 | 1.34 |
| Ticker | P/E | Revenue YoY | Gross Margin | 1M | View |
|---|---|---|---|---|---|
| ALLE | 22.8 | +9.6% | 46.8% | +21.25% | Bullish |
| SPCX | — | +161.4% | 62.4% | −10.70% | Bullish |
| CAT | 26.8 | +24.0% | 37.8% | −23.19% | Bullish |
| GE | 35.1 | +15.9% | — | −3.36% | Bullish |
| RTX | 32.0 | +11.1% | — | +7.62% | Bullish |
| GEV | 22.8 | +26.8% | 24.6% | −9.74% | Bullish |
| UNP | 23.6 | +15.3% | — | +11.71% | Bullish |
| DE | 36.7 | +4.9% | — | +0.59% | Bullish |
| ETN | 38.6 | +21.4% | 33.5% | −13.90% | Bullish |