Allegion plcNYSE: ALLE
Industrials · Building Products
$135.89
-1.16%
Vol: 592K
Research Digest
Friday, May 1, 2026
Q1 revenue beats at $1.03B (+9.7% YoY) but EPS $1.80 misses on margin pressure
Allegion reported Q1 revenue of $1.033B (+9.7% reported, +2.6% organic) but adjusted EPS of $1.80 fell short of $1.94 estimate, sending stock down 7.1%. Americas segment up 6.9% reported (+4.5% organic); International segment down 5.3% organic due to ERP implementation disruptions. Company returned $87M to shareholders ($47M dividends, $40M buybacks). Board approved $500M repurchase authorization. Barclays cut PT on margin concerns; analyst consensus cautions on construction headwinds. Risk: margin pressure continues.
Previous Market Intelligence
13 daysApr 30Allegion misses Q1 EPS estimates; stock down 7.1% amid margin compression and tariff headwindsNegative▶
Allegion reported Q1 2026 revenue of $1.034B (+9.7% YoY) but missed EPS expectations at $1.80 vs $1.89 forecast. Operating margin compressed to 21.2% (-150 bps YoY) due to ERP disruptions, tariff headwinds and volume deleverage in International (down 220 bps). Organic growth of 2.6% was led by Americas nonresidential business. The board approved a $500M share buyback program and completed the DCI acquisition in March. Barclays cut price target citing margin concerns and expects investors to wait for margin expansion evidence. Full-year guidance affirmed at $8.70-$8.90 EPS with 6%-8% revenue growth.
Apr 16Allegion declared $0.55 quarterly dividend and authorized $500M share repurchase; Q1 2026 earnings April 28Neutral▶
Allegion board declared quarterly dividend of $0.55 per ordinary share, payable June 30, 2026. Company authorized $500 million in share repurchases, demonstrating capital return commitment. Allegion will showcase data center security solutions at Data Center World (April 20-23, 2026) and release Q1 2026 results on April 28 before market open. Recent analyst action includes Evercore ISI initiating Buy rating. Company reported Q4 2025 adjusted EPS of $1.94, slightly below forecasted $1.98, with 2025 revenue of $4.1 billion. Stock traded down 3.66% to $141.64.
Apr 15Allegion Q1 2026 earnings scheduled for April 28 before market open.Neutral▶
No significant overnight updates. Allegion will release Q1 2026 financial results on Tuesday, April 28 before market open with CEO John H. Stone and CFO Mike Wagnes hosting a conference call at 8 a.m. ET. The company recently won the 2026 Gallup Exceptional Workplace Award. Stock declined 3.88% week-over-week. J.P. Morgan maintains Buy rating.
Apr 14No significant overnight updatesNeutral▶
Allegion scheduled Q4 2025 earnings call for April 23. Company issued 2026 guidance calling for 5-7% reported revenue growth and adjusted EPS of $8.70-$8.90. Q4 EPS of $1.94 missed estimates of $1.99. No material news in the last 48 hours.
Apr 13No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 10Allegion stock down 0.56% on April 9; Q1 earnings expected April 23 with analyst Hold consensus.Neutral▶
Allegion reported Q4 2025 adjusted EPS of $1.94, slightly missing estimates of $1.99. The company issued 2026 guidance for 5-7% revenue growth and adjusted EPS of $8.70-8.90. Q1 2026 earnings expected April 23 with EPS estimate of $1.89. Stock closed at $139.40. Analyst consensus: Hold with $171.12 average target.
Apr 9Allegion acquires DCI Hollow Metal; guidance 5-7% revenue growth, $8.70-8.90 adjusted EPS.Negative▶
Allegion acquired DCI Hollow Metal to enhance operational footprint. 2026 guidance calls for 5−7% revenue growth and adjusted EPS of $8.70−$8.90. Company won 2026 Gallup Exceptional Workplace Award. Stock down from 52-week high, dropped 21.6% amid mixed earnings and growth concerns. Wells Fargo lowered price target to $175 from $185 in December with Hold rating. Wallet-based access via Zentra and Gatewise enables Apple/Google Wallet digital keys for multifamily properties. Current price $139.40, down 0.56% daily. Analyst range $155−$190. Company provides security solutions globally.
Apr 8Allegion plc reported Q4 2025 revenue of $1,033.2 million (+9.3% reported, +3.3% organic) and issued 2026 guidance of 5-7% growth.Mixed▶
Allegion reported Q4 2025 revenue of $1,033.2M (up 9.3% reported, 3.3% organic) and Q4 EPS of $1.70 (adjusted $1.94). Full-year 2025 revenue $4,067.3M (7.8% reported, 4.1% organic) with EPS $7.44 (adjusted $8.14). 2026 guidance: 5-7% revenue growth and adjusted EPS $8.70-$8.90. Won 2026 Gallup Exceptional Workplace Award. Wells Fargo lowered target to $175 from $185 but reaffirmed Hold. Stock down 21.6% from 52-week high. According to analyst activity, guidance suggests robust outlook despite residential market challenges.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6Allegion won 2026 Gallup Exceptional Workplace Award; DCI Hollow Metal acquisition.Positive▶
Allegion won Gallup Exceptional Workplace Award. Acquired DCI Hollow Metal to enhance operations. 2026 guidance: 5-7% revenue growth and adjusted EPS $8.70-$8.90. Barclays lowered PT to $165 from $176.
Apr 3No significant overnight updatesNeutral▶
No material news in the last 48 hours. Earnings scheduled for April 23.
Apr 2Allegion wins 2026 Gallup Exceptional Workplace Award; announces 2026 guidance of 5-7% revenue growth and adjusted EPS of $8.70-$8.90.Positive▶
Allegion announced 2026 outlook of 5-7% reported revenue growth and adjusted EPS guidance of $8.70-$8.90. Q4 2025 revenue was $1.033 billion (up 9.3% reported, 3.3% organic) with adjusted EPS of $1.94. Full-year 2025 net revenues reached $4.067 billion (up 7.8%) with adjusted EPS of $8.14. The company won the 2026 Gallup Exceptional Workplace Award and completed acquisition of DCI Hollow Metal. Management emphasized shift toward electronics and software-based security solutions, with electronics now >30% of revenue. Barclays lowered price target from $176 to $165.
Apr 1No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| TTTRANE | $486.46 | -1.23% | +14.3% | 29.2x | 1.21 | $108.9B |
| JCIJOHNSON | $145.42 | -0.42% | +9.2% | 26.2x | 1.40 | $89.4B |
| CARRCARRIER | $67.76 | +0.88% | +20.8% | 21.2x | 1.32 | $56.1B |
| LIILENNOX | $528.11 | -1.27% | +17.9% | 20.1x | — | $18.6B |
| MASMASCO | $71.37 | -0.63% | +20.3% | 15.3x | 1.29 | $14.5B |
| ALLEALLEGION | $135.89 | -1.16% | -1.9% | 14.4x | 1.03 | $11.8B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.