Citable filing context
ALLE's research view summarizes recent SEC filing context, starting with earnings from Jul 23, 2026.
| Filed | Item | Context |
|---|---|---|
| Jul 23, 2026 | earnings | Allegion reported Q2 2026 revenue of $1.15 billion and EPS of $2.15, raising its full-year 2026 outlook. |
| Jun 9, 2026 | other | Allegion plc shareholders elected eight directors and approved executive compensation and auditor appointment at the 2026 AGM. |
| Apr 28, 2026 | earnings | Allegion reported Q1 2026 revenues of $1,033.6 million and net earnings per share of $1.59. |
| Jul 23, 2026 | Guidance: adjusted_eps | 8.85 to 9.00 |
| Jul 23, 2026 | Guidance: organic_revenue_growth | 3.50 to 4.50 |
| Jul 23, 2026 | Guidance: reported_eps | 7.95 to 8.10 |
| Jul 23, 2026 | mda_quarterly | Allegion reported strong performance for the second quarter of 2026, with net revenues of $1.15 billion, a 12.7% increase year-over-year. Growth was driven by a balanced contribution from volume (3.6%), pricing (3.3%), and acquisitions (5.1%). Operating margin expanded to 22.1%, benefiting from effective pricing and productivity initiatives that offset inflationary pressures and strategic investment spending. The company’s Allegion Americas segment remains the primary growth engine, with revenues rising 11.8% behind strong demand for electronic security products and institutional solutions. Conversely, the Allegion International segment faced volume headwinds, though it benefited from recent acquisitions, including Nova Hardware. Management continues to navigate a complex global trade environment. While the company has successfully mitigated tariff-related inflation through pricing actions, it is currently pursuing refunds for previously paid tariffs under the International Emergency Economic Powers Act (IEEPA). Allegion maintains a solid liquidity position, supported by strong operating cash flows and a $1 billion revolving credit facility. Capital allocation remains focused on growth and shareholder returns, evidenced by the $160.6 million in share repurchases executed during the first half of 2026. The company remains committed to its long-term strategy of expanding its electronic security portfolio and optimizing its global cost structure. |
| Apr 28, 2026 | mda_quarterly | Allegion reported first-quarter 2026 net revenues of $1.03 billion, a 9.7% increase driven by pricing, acquisitions, and favorable currency movements, which offset a 2.0% decline in volume. Operating margin contracted to 18.9% from 20.9% due to unfavorable volume/product mix and increased acquisition and restructuring expenses. The Allegion Americas segment grew 6.9%, supported by mid-single digit growth in electronic security products. The Allegion International segment experienced 21.5% revenue growth, primarily from acquisitions and currency, though operating income fell 29.1% to $8.3 million. Strategic expansion included the $70 million acquisition of Door Components, Inc., a manufacturer of custom hollow metal doors and frames. A primary macroeconomic risk involves shifting U.S. tariffs; while some IEEPA tariffs were ruled invalid, new tariffs have been imposed, which the company is mitigating through pricing actions. Sourcing remains concentrated, with 20-25% of cost of goods sold originating from Mexico. Capital allocation focused on shareholder returns, including a $0.55 per share dividend and the replenishment of a $500 million share repurchase authorization. The company maintains strong liquidity with a $1 billion unsecured revolving credit facility. |
Source: SEC EDGAR filing text and events; period Jul 23, 2026; filed Jul 23, 2026.
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