Allegion (ALLE)
NYSE:ALLE
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Earnings Data
Report Date
Jul 23, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.21Last Year’s EPS
2.04Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a cautiously positive tone: strong reported revenue growth (nearly 10%), affirmed organic growth and EPS guidance, strategic M&A (DCI) and robust capital deployment actions (dividend, $500M buyback). However, meaningful near-term challenges remain — notable margin compression (down 150 bps), a Q1 EPS decline, international organic weakness tied to an ERP implementation, and an incremental ~1% COGS headwind from tariffs/inflation. Management expects execution improvements, recovery of the ERP-related shortfall over the year, and margin expansion in the back half, supporting an overall constructive but watchful outlook.Company Guidance
Strong Top-Line Growth
Reported revenue for Q1 exceeded $1.0 billion, up 9.7% year-over-year; enterprise organic revenue increased 2.6% driven by the Americas nonresidential business.
Raised Reported Revenue Outlook; Outlook Affirmed
Company raised reported revenue guidance to 6%–8% (up 1 point to include DCI) and affirmed organic revenue growth of 2%–4% and full-year adjusted EPS guidance of $8.70–$8.90.
Americas Segment Performance
Americas revenue was $809.9 million, up 6.9% reported and up 4.5% organically; Americas adjusted operating income was $227.4 million, up 2.9% year-over-year; nonresidential demand remained healthy and electronics grew mid-single digits.
Strategic Acquisition — DCI Closed
Closed DCI acquisition in March to improve West Coast door and frame capabilities; DCI historically has a low double-digit EBITDA margin, offering strategic customer-service and cost-position benefits (limited EPS accretion this year but expected longer-term profitability improvements).
Disciplined Capital Deployment & Strong Balance Sheet
Paid $47 million in dividends, repurchased $40 million of shares in Q1, and announced a new $500 million share repurchase program; net debt to adjusted EBITDA was a healthy 1.7x and year-to-date available cash flow was $80.3 million (consistent with prior year).
Cash Flow and Liquidity Targets
Reiterated expectation that available cash flow conversion for 2026 will be approximately 85%–95% of adjusted net income; working-capital increase attributed to acquired working capital that does not impact cash flow.
Workplace Recognition
Allegion received the Gallup Exceptional Workplace Award for the third consecutive year and was 1 of only 5 companies awarded with distinction in 2026, highlighting strong employee engagement.
ALLE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ALLE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 28, 2026 | $148.40 | $137.86 | -7.10% |
Feb 17, 2026 | $178.82 | $162.06 | -9.38% |
Oct 23, 2025 | $174.29 | $170.04 | -2.44% |
Jul 24, 2025 | $152.85 | $162.07 | +6.03% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Allegion (ALLE) report earnings?
Allegion (ALLE) is schdueled to report earning on Jul 23, 2026, Before Open (Confirmed).
What is Allegion (ALLE) earnings time?
Allegion (ALLE) earnings time is at Jul 23, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ALLE EPS forecast?
ALLE EPS forecast for the fiscal quarter 2026 (Q2) is 2.21.