The earnings call highlighted significant achievements, including record revenue and strategic acquisitions, which bolstered the company's growth outlook. However, challenges in the residential market and international segment, as well as increased corporate expenses, presented some headwinds.

Company Guidance

During the Allegion Second Quarter 2025 Earnings Call, the company provided updated guidance reflecting strong operational performance and strategic acquisitions. Allegion reported its first-ever quarterly revenue exceeding $1 billion, driven by high single-digit organic growth in the Americas nonresidential sector and continued expansion of its electronics portfolio. The company raised its 2025 full-year outlook for adjusted earnings per share to $8 to $8.15, citing strong cash generation, accretive acquisitions like ELATEC and Trimco, and favorable market conditions. Allegion also highlighted a 5.8% increase in revenue over the prior year, driven by 3.2% organic growth and a significant contribution from acquisitions. The company's adjusted operating margin remained strong at 23.7%, with adjusted earnings per share of $2.04, marking a 4.1% increase year-over-year. The company expects continued growth momentum in its core nonresidential markets and remains committed to balanced capital allocation, including investments in organic growth and shareholder returns.

Record Revenue Achievement

Allegion achieved its first quarter of revenue in excess of $1 billion, marking a significant milestone for the company.

Strong Organic Growth in Americas

The Americas segment reported a 6.6% increase in revenue on a reported basis and a 4.5% increase on an organic basis, driven by high single-digit growth in the nonresidential business.

Electronics Segment Growth

Electronics revenue was up low double digits, continuing to be a long-term growth driver for Allegion.

Accretive Acquisitions

Allegion announced multiple acquisitions, including ELATEC, Gatewise, and Waitwhile, expected to be accretive to 2026 adjusted earnings and enhance the company's long-term growth potential.

Increased Adjusted EPS Outlook

Raised the 2025 full-year outlook for adjusted earnings per share to $8 to $8.15, reflecting strong operational execution and continued demand.

Strong Cash Flow Generation

Year-to-date available cash flow was $275.4 million, up 56.5% from the previous year.

Allegion (ALLE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ALLE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	2.20 / -	2.16	―	―	―
Jul 24, 2025	2025 (Q2)	1.99 / 2.04	1.96	4.08% (+0.08)
Apr 24, 2025	2025 (Q1)	1.67 / 1.86	1.55	20.00% (+0.31)
Feb 18, 2025	2024 (Q4)	1.75 / 1.86	1.68	10.71% (+0.18)
Oct 24, 2024	2024 (Q3)	1.98 / 2.16	1.94	11.34% (+0.22)
Jul 24, 2024	2024 (Q2)	1.86 / 1.96	1.76	11.36% (+0.20)
Apr 25, 2024	2024 (Q1)	1.45 / 1.55	1.58	-1.90% (-0.03)
Feb 20, 2024	2023 (Q4)	1.59 / 1.68	1.6	5.00% (+0.08)
Oct 31, 2023	2023 (Q3)	1.73 / 1.94	1.64	18.29% (+0.30)
Jul 26, 2023	2023 (Q2)	1.72 / 1.76	1.37	28.47% (+0.39)

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
Jul 24, 2025	$154.36	$163.67	+6.03%
Apr 24, 2025	$125.99	$139.00	+10.33%
Feb 18, 2025	$132.36	$124.92	-5.62%
Oct 24, 2024	$149.17	$143.64	-3.71%

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 Oct 23, 2025, Before Open (Confirmed).

What is Allegion (ALLE) earnings time?

Allegion (ALLE) earnings time is at Oct 23, 2025, 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 2025 (Q3) is 2.2.

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