ALLE

AI Research

Q4 EPS misses forecast; 2026 guidance weaker than expected → stock fell 7.7% on earnings

Allegion stock fell 7.7% after Q4 2025 adjusted EPS of $1.94 missed consensus, and the 2026 guidance midpoint for EPS of $8.70-$8.90 came in below analyst estimates. Despite the disappointment, the board declared a quarterly dividend of $0.55 per share, an 8% increase and the company's 12th consecutive annual dividend increase. Q4 net revenues reached $1,033.2M (+4.3% adjusted) and the company is targeting 5-7% revenue growth for 2026, trading at ~$162.50.