Zacks Investment Research·1d ago
Here's Why You Should Add Allegion Stock to Your PortfolioALLE's strong business momentum, strategic acquisitions and shareholder rewards make it a compelling investment choice amid an upbeat 2026 sales outlook.
Allegion's operating income rose approximately 21.7% year-over-year to $284.6M in Q3 2026 on 9.6% revenue growth, with gross margin reaching a ten-quarter high of 46.8% and operating margin expanding 540 basis points from 18.9% in Q1 2026 to 24.3%, suggesting the company is entering a higher earnings run-rate supported…
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated from roughly 5.4% in mid-2024 to 12.7% by Q2 2026 before moderating to 9.6% in Q3 2026, while gross margin expanded to 46.8% and operating margin reached 24.3%, indicating sustained pricing momentum and meaningful operating leverage with SG&A held near 22.5% of revenue.
Allegion offers a wide range of security products including advanced access control systems, commercial doors, and innovative door hardware solutions.
The company comprises thirty-one global brands such as CISA, Interflex, LCN, and Schlage, enhancing its market presence and reliability.
Allegion provides comprehensive security technologies for various sectors including schools, healthcare, and multifamily housing.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 22, 2026 | $2.60+4.0% vs $2.50 | $1.2B+3.1% vs $1.1B |
Q3 2026 Jul 23, 2026 | $2.40+8.1% vs $2.22 | $1.2B+2.9% vs $1.1B |
Q2 2026 Apr 28, 2026 | $1.80-5.3% vs $1.90 | $1.0B+0.7% vs $1.0B |
Q1 2026 Feb 17, 2026 | $1.94-3.5% vs $2.01 | $1.0B-0.4% vs $1.0B |
ALLE's strong business momentum, strategic acquisitions and shareholder rewards make it a compelling investment choice amid an upbeat 2026 sales outlook.
DUBLIN--(BUSINESS WIRE)--Allegion plc (NYSE: ALLE) President and CEO John H. Stone as well as Senior Vice President and Chief Financial Officer Mike Wagnes will discuss the company's long-term strategy at the 2026 Baird Global Industrial Conference on Thursday, Nov. 12. The conference will be held in Chicago. A live listen-only webcast will be accessible via Allegion's investor website at investor.allegion.com or directly by clicking here. About Allegion At Allegion (NYSE: ALLE), we design and.
Boston Trust Walden Corp decreased its holdings in shares of Allegion PLC (NYSE: ALLE) by 4.3% in the undefined quarter, according to its most recent 13F filing with the SEC. The fund owned 531,525 shares of the scientific and technical instruments company's stock after selling 23,970 shares during the period. Boston Trust Walden
Asset Management One Co. Ltd. cut its stake in shares of Allegion PLC (NYSE: ALLE) by 90.2% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 3,803 shares of the scientific and technical instruments company's stock after selling 34,952 shares during the period. Asset Management One
Benchmark ALLE against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Allegion plc (ALLE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $185.39 | $15.76B | 24.92 | 7.82% | 15.83% | 36.08% | 1.09% | |
| $32.27 | $1.38B | 12.41 | -2.91% | 2.09% | 4.58% | — | |
| $82.22 | $16.21B | 21.30 | -3.4% | 12.07% | — | 1.51% | |
| $114.85 | $17.34B | 43.34 | -1.53% | 4.07% | 6.9% | 2.86% | |
| $331.90 | $8.85B | 34.86 | 0.79% | 8.01% | 10.53% | — | |
| $54.74 | $5.69B | 30.75 | 1.98% | 14.68% | 17.38% | — |
Allegion plc (ALLE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Allegion plc (ALLE) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 22, 2026·SEC
Jul 23, 2026·SEC
Jun 9, 2026·SEC
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Allegion plc (ALLE) stock FAQ — growth, dividends, profitability & financials explained
Allegion plc (ALLE) reported $4.39B in revenue over the trailing twelve months. Revenue was $4.07B in fiscal year 2025. That is 101% more than the $2.02B of fiscal year 2012.
Allegion plc (ALLE) grew revenue by 7.8% in fiscal year 2025, compared with the prior fiscal year.
Yes. Allegion plc (ALLE) earned $691.1M in net income over the trailing twelve months (a 15.7% net margin).
Yes. Allegion plc (ALLE) pays a dividend that yields 1.09% at the current price, a moderate yield.
Allegion plc (ALLE) had a return on equity (ROE) of 36.1% in fiscal year 2025. That is well above the market's typical 10-15%.
Allegion plc (ALLE) generated $739.0M in free cash flow over the trailing twelve months.
