Zacks Investment Research·Jun 25, 2026
Here's Why You Should Hold Allegion Stock in Your Portfolio NowALLE's Americas strength, acquisitions and shareholder returns support growth, though international weakness and rising costs remain.
Allegion plc(ALLE)Earnings, Financials & Key Ratios
ALLE•NYSE
$139.32
18.7× P/E·Price updated Jul 7, 2026
AboutAllegion plc manufactures and sells mechanical and electronic security products and solutions worldwide. The company offers door closers, controls, and exit devices; locks, locksets, portable locks, and key systems and services; electronic security products and access control systems; time, attendance, and workforce productivity systems; doors and door systems; and other accessories. The company sells its products and solutions to end-users in commercial, institutional, and residential facilities, including education, healthcare, government, hospitality, commercial office, and single and multi-family residential markets under the CISA, Interflex, LCN, Schlage, SimonsVoss, and Von Duprin brands. It sells its products and solutions through distribution and retail channels, such as specialty distribution, e-commerce, and wholesalers, as well as through various retail channels comprising do-it-yourself home improvement centers, on-line and e-commerce platforms, and small specialty showroom outlets. Allegion plc was incorporated in 2013 and is headquartered in Dublin, Ireland.Show more
- Revenue$4.07B+7.8%
- EBITDA$989M+9.9%
- Net Income$644M+7.7%
- EPS (Diluted)7.44+9.1%
- Gross Margin45.2%+2.2%
- EBITDA Margin24.32%+2.0%
- Operating Margin21.13%+2.1%
- Net Margin15.83%
- ROE36.08%-14.9%
ALLE Price & Volume
Allegion plc (ALLE) stock price & volume — 10-year historical chart
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Institutional Specification Dominance Drives Margin Resilience
Investment Thesis • Updated 2026Q1
VerdictPositive
Growth:Expanding
Profitability:Strong
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Commercial construction cycle sensitivity
Key Thesis Takeaways
- Allegion leverages its entrenched institutional specification strategy to drive consistent top-line growth, evidenced by a 9.7% revenue increase in 2026Q1.
- While the company has successfully deleveraged its balance sheet to a 0.97 debt-to-equity ratio, investors should monitor the $1.9 billion goodwill concentration and potential cyclical sensitivity in North American commercial construction.
- The firm's disciplined capital allocation, including strategic acquisitions like the $572.1 million investment in 2025Q3, supports long-term value creation despite periodic working capital volatility.
Verdict Logic
the company's forward P/E of 15.91 appears attractive given the consistent expansion of retained earnings, which grew to $2.3 billion by 2026Q1.
ALLE Growth Metrics
Allegion plc (ALLE) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years7%
5 Years8.38%
3 Years7.52%
TTM8.87%
Profit CAGR
10 Years15.39%
5 Years15.42%
3 Years12.02%
TTM1.9%
EPS CAGR
10 Years16.69%
5 Years17.02%
3 Years12.75%
TTM2.81%
Return on Capital
10 Years21.94%
5 Years21.29%
3 Years21.59%
Last Year20.81%
ALLE Recent Earnings
Allegion plc (ALLE) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 10/12 qtrs (83%)●Beat Revenue 9/12 qtrs (75%)
Q2 2026Latest
Apr 28, 2026Metric
Actual
Est
EPS
$1.80-5.3%
$1.90
Rev
$1.0B+0.7%
$1.0B
Q1 2026
Feb 17, 2026Metric
Actual
Est
EPS
$1.94-3.5%
$2.01
Rev
$1.0B-0.4%
$1.0B
Q4 2025
Oct 23, 2025Metric
Actual
Est
EPS
$2.30+4.1%
$2.21
Rev
$1.1B+3.1%
$1.0B
Q3 2025
Jul 24, 2025Metric
Actual
Est
EPS
$2.04+2.5%
$1.99
Rev
$1.0B+2.0%
$1.0B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 28, 2026 | $1.80vs $1.90-5.3% | $1.0Bvs $1.0B+0.7% |
| Q1 2026 | Feb 17, 2026 | $1.94vs $2.01-3.5% | $1.0Bvs $1.0B-0.4% |
| Q4 2025 | Oct 23, 2025 | $2.30vs $2.21+4.1% | $1.1Bvs $1.0B+3.1% |
| Q3 2025 | Jul 24, 2025 | $2.04vs $1.99+2.5% | $1.0Bvs $1.0B+2.0% |
Based on last 12 quarters of dataView full earnings history →
Latest ALLE News
Recent stock market news and headlines for Allegion plc (ALLE)
PRNewsWire·Jun 16, 2026
Schlage Launches Sense Pro™ Smart Deadbolt, Redefining Home Access Through Schlage Converge™ Technology with Ultra WidebandAmerica's Most Trusted Lock Brand¹ debuts its most advanced smart deadbolt with hands-free unlock with home key in Apple Wallet and Matter over Thread connectivity. CARMEL, Ind.
Peers Comparison
Key metrics vs top competitors for Allegion plc (ALLE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $139.32 | $11.97B | 18.73 | 7.82% | 15.83% | 36.08% | 1.45% | |
| $20.96 | $894.99M | 8.06 | -2.91% | 2.85% | 6.26% | — | |
| $79.34 | $16.01B | 20.55 | -3.4% | 10.9% | 799.05% | — | |
| $91.34 | $14.2B | 34.47 | -1.53% | 2.44% | 4.12% | — | |
| $416.00 | $11.09B | 43.70 | 0.79% | 7.84% | 10.04% | — | |
| $47.11 | $4.89B | 26.47 | 1.98% | 16.25% | 18.85% | — |
Compare ALLE vs Peers
Allegion plc (ALLE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
ALLE SEC Filings & Documents
Allegion plc (ALLE) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 28, 2026·SEC
Material company update
Apr 15, 2026·SEC
Material company update
Feb 17, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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ALLE Frequently Asked Questions
Allegion plc (ALLE) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Allegion plc's revenue?
Allegion plc (ALLE) reported $4.16B in revenue for fiscal year 2025. This represents a 106% increase from $2.02B in 2012.
How fast is Allegion plc growing?
Allegion plc (ALLE) grew revenue by 7.8% over the past year. This is steady growth.
Is ALLE profitable?
Yes, Allegion plc (ALLE) is profitable, generating $633.7M in net income for fiscal year 2025 (15.8% net margin).
Dividend & Returns
Does ALLE pay dividends?
Yes, Allegion plc (ALLE) pays a dividend with a yield of 1.45%. This makes it attractive for income-focused investors.
What is ALLE's return on equity?
Allegion plc (ALLE) has a return on equity (ROE) of 36.1%. This is excellent, indicating efficient use of shareholder capital.
What is Allegion plc's free cash flow?
Allegion plc (ALLE) generated $704.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.