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ALLEAllegion plc
$154.09$13.1B
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
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P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
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Live BreakoutsStock ScreenerOwnership
ALLE logo

Allegion plc

ALLE
NYSE · Security Services
$154.09
At close - Sep 23, 4:00 PM EDT - USD
Market Cap$13.1B
P/E20.7x
52W High$183.11
Volume866.6K
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q2

Accelerating Growth and Margin Expansion Bolster Allegion

Allegion is experiencing accelerating revenue growth, with 12.7% growth in 2026Q2, the strongest in ten quarters, driven by robust Americas demand and pricing power. Gross margins expanded to 44.9%, and operating leverage pushed operating margins to 22.1%, ref...

GrowthAccelerating
ProfitabilityStrong
ValuationReview
TechnicalsMixed
Explore valuation models
MARKET ACTION

ALLE price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

10/12 Beats

EPS beat 10 of last 12 quarters

02

Valuation risk

-22% Peers

P/E is 22% below peer median

03

Market leadership

RS 68 · Avg

Average momentum (RS Rating: 68)

04

Mixed Trend

Mixed

Price < 50DMA but > 200DMA

Next CatalystEstimated earnings · Oct 23
01

Build the investment case

Start with the evidence for owning the stock and the risks that can break the thesis.

EXECUTIVE THESIS

The Investment Case

Full Analysis
Fundamental Trajectory

Revenue growth accelerated to 12.7% in 2026Q2, with gross margin expanding to 44.9% and operating margin reaching 22.1%, driven by pricing power and operating leverage.

Analyst Consensus+1.2% target
Hold(23 analysts)
8 Buy15 Hold0 Sell

The Bull Case

Upside Catalysts

Diverse product portfolio

Allegion offers a wide range of security products including advanced access control systems, commercial doors, and innovative door hardware solutions.

Strong brand portfolio

The company comprises thirty-one global brands such as CISA, Interflex, LCN, and Schlage, enhancing its market presence and reliability.

Integrated access control solutions

Allegion provides comprehensive security technologies for various sectors including schools, healthcare, and multifamily housing.

The Bear Case

Key Downside Risks

Market performance

Price History →

Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
ALLE-3.21%
S&P 500 (^GSPC)+12.39%
1-Year Return
ALLE-11.94%
S&P 500 (^GSPC)+15.77%
3-Year Return
ALLE+54.01%
S&P 500 (^GSPC)+77.51%
5-Year Return
ALLE+17.95%
S&P 500 (^GSPC)+70.77%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/EMedian
20.7x
Forward P/EExpansion
17.2x
EV/EBITDA20th %ile
15.2x
FCF YieldCash Flow
5.2%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
20.7x
20.7x
60th· Fair
EV/EBITDA
15.2x
15.9x
20th· Low
Price/FCF
19.1x
21.7x
0th· Low
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$112.38-27.1%
Base (Fair)$197.87+29.9%
Bull$345.11+124.0%
$112.38 Bear$197.87 Base$345.11 Bull
Current Market Price: $154.09
Trades at a 22.1% discount to Base DCF ($197.87)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue
$4.07B+7.8% YoY
Net income
$644M+7.7% YoY
Free cash flow
$686M+17.6% YoY
Operating margin
21.1%+0.4 pts YoY
ROIC (TTM)18.1%
Avg ROIC 5Y-
ROE (TTM)36.1%
Piotroski Score6 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate10/12 (83%)
Revenue Beat Rate10/12 (83%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q3 2026Latest
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
Q4 2025
Oct 23, 2025
$2.30+4.1%
vs $2.21
$1.1B+3.1%
vs $1.0B
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

5 Stories
Business Wire·Sep 9, 2026
Allegion to Attend 2026 Morgan Stanley Annual Laguna Conference

DUBLIN--(BUSINESS WIRE)--Allegion plc (NYSE: ALLE) Senior Vice President and Chief Financial Officer Mike Wagnes will discuss the company's long-term strategy at the 2026 Morgan Stanley Annual Laguna Conference on Tuesday, Sept. 15. The conference will be held in Laguna Beach, California. About Allegion At Allegion (NYSE: ALLE), we design and manufacture innovative security and access solutions that help keep people safe where they live, learn, work and connect. We're pioneering safety with our.

PRNewsWire·Sep 9, 2026
Ellen Rubin Joins Quanta Services Board of Directors

Adds Deep Technology Expertise, Executive-Level Leadership and Board Experience HOUSTON, Sept. 9, 2026 /PRNewswire/ -- Quanta Services, Inc. (NYSE: PWR) announced today the appointment of Ellen Rubin to the company's Board of Directors.

Business Wire·Sep 8, 2026
Allegion Announces Tim Eckersley's Retirement, Names Serge Zappone Leader of Allegion International

DUBLIN--(BUSINESS WIRE)--Allegion plc (NYSE: ALLE), a leading global security products and solutions provider, today announced the appointment of Serge Zappone as president, International, and senior vice president, Allegion, effective Jan. 1, 2027. Zappone will join Allegion's executive leadership team, reporting to President and CEO John H. Stone. Zappone will succeed Tim Eckersley, who has announced plans to retire on Dec. 31, 2026, following a successful 40-year career. Eckersley is a found.

Business Wire·Sep 3, 2026
Allegion to Attend 2026 Vertical Research Partners Global Industrials Conference

DUBLIN--(BUSINESS WIRE)--Allegion plc (NYSE: ALLE) President and CEO John H. Stone will discuss the company's long-term strategy at the 2026 Vertical Research Partners Global Industrials Conference on Friday, Sept. 11. The conference will be held at the Water's Edge Resort in Westbrook, Connecticut. About Allegion At Allegion (NYSE: ALLE), we design and manufacture innovative security and access solutions that help keep people safe where they live, learn, work and connect. We're pioneering safe.

Filtered for Allegion plcMore Headlines
04

Compare before deciding

Benchmark ALLE against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for Allegion plc (ALLE)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
ALLE logoALLEAllegion plcCurrent
$154.09$13.1B20.717.82%15.83%36.08%1.32%
ASGN logoASGNASGN Incorporated
$32.27$1.38B12.41-2.91%2.09%4.58%—
MAS logoMASMasco Corporation
$68.16$13.44B17.66-3.4%11.61%2328.95%—
SWK logoSWKStanley Black & Decker, Inc.
$91.76$13.86B34.63-1.53%4.07%6.9%—
SAIA logoSAIASaia, Inc.
$343.85$9.17B36.120.79%8.19%10.63%—
TREX logoTREXTrex Company, Inc.
$43.62$4.53B24.511.98%14.68%17.38%—

Compare ALLE vs Peers

Allegion plc (ALLE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs ASGN

Most directly comparable listed peer for ALLE.

Scale Benchmark

vs QCOM

Larger-name benchmark to compare ALLE against a more recognizable public peer.

Peer Set

Compare Top 5

vs ASGN, MAS, SWK, SAIA

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

ALLE SEC Filings & Documents

Allegion plc (ALLE) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Jul 23, 2026·SEC

Material company update

Jun 9, 2026·SEC

Material company update

Apr 28, 2026·SEC

10-K Annual Reports

2
FY 2026

Feb 17, 2026·SEC

FY 2025

Feb 18, 2025·SEC

10-Q Quarterly Reports

6
FY 2026

Jul 23, 2026·SEC

FY 2026

Apr 28, 2026·SEC

FY 2025

Oct 23, 2025·SEC

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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 $4.29B in revenue for fiscal year 2025. This represents a 112% 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 $658.6M 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 1.32%. 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 $681.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in ALLE back in 2012?

Total return calculator · dividends reinvested · 14+ years of data

See returns →