Allegion (ALLE)
NYSEIndustrialsSecurity & Protection ServicesSnapshot 2026-11-05
$187.14-2.88%
Close 2026-11-05 · 1-day change
NYSEIndustrialsSecurity & Protection ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · ALLE
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-04.
The screen ranks ALLE against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 68% of the time over the next year (vs 52% for the rest of the cohort, n=6978).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Stone said. “With steady momentum in our demand generation engine and a proven, resilient business model, we are raising our full-year 2026 revenue and adjusted EPS outlook.”
Stated in 7 of 8 supplied quarters. Management reported: “2026 Full-Year Outlook (All comparisons are year-over-year, unless otherwise noted) The company is raising its full-year 2026 reported revenue growth outlook to a range of 9.5% to 10.5% and is raising its organic growth outlook to a range of 5.0% to 6.0%, after excluding the expected impacts of acquisitions, divestitures and foreign currency movements.” “Stone said. “With steady momentum in our demand generation engine and a proven, resilient business model, we are raising our full-year 2026 revenue and adjusted EPS outlook.”” Revenue was $1.173 billion in 2026-Q3.
“Stone said. “With steady momentum in our demand generation engine and a proven, resilient business model, we are raising our full-year 2026 revenue and adjusted EPS outlook.””
““Entering the second half of 2026, we see continued strength in our Americas non-residential business and positive momentum in demand indicators there.”
“Stone said. “As we enter 2026, we see continued growth led by Americas non-residential and will remain agile as we execute our strategy.””
“Stone said. “With enterprise double-digit revenue growth led by our Americas non-residential business and accretive capital deployment, we’re raising our outlook for reported full-year 2025 revenue a…”
“Allegion is driving strong organic growth in our non-residential Americas business, improving portfolio quality and margins in International, and complementing this with accretive acquisitions.””
“We acquired two more bolt-on businesses in Q1 – Next Door Company and Lemaar – that expand our core and leverage our channel strengths.”
The company is raising the outlook for full-year 2026 adjusted EPS to be in the range of $9.05 to $9.10.
Stated in 7 of 8 supplied quarters. Management reported: “The company is raising the outlook for full-year 2026 adjusted EPS to be in the range of $9.05 to $9.10.” “With demand weaker in some European markets, our Allegion International team is focused on execution and cost discipline.”” Operating income was $284.600 million in 2026-Q3.
“The company is raising the outlook for full-year 2026 adjusted EPS to be in the range of $9.05 to $9.10.”
The company continues to expect full-year available cash flow to be 85% to 95% of adjusted net income.
Stated in 6 of 8 supplied quarters. Management reported: “The company continues to expect full-year available cash flow to be 85% to 95% of adjusted net income.” “Our cash generation is strong, positioning Allegion well for additional capital deployment in 2025 that creates long-term value for our shareholders.””
“The company continues to expect full-year available cash flow to be 85% to 95% of adjusted net income.”
Management has called for International execution and cost discipline amid weaker European demand, volume pressure, and ERP-related disruption.
Management has repeatedly set an available-cash-flow conversion range of 85% to 95% of adjusted net income for 2026.
Over the trailing year it converted 0.61x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 50% of the time over the next year (vs 59% for the rest of the cohort, n=5006).
Most sensitive to the broad stock market and real (inflation-adjusted) rates.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity (low R² over the window).
6 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=6637).
Not investment advice. As of 2026-11-05.
“31, 2024). “Allegion delivered a record year in 2024 – a year marked by consistent, strong execution, solid margin expansion and balanced capital deployment,” said Allegion President and CEO John H.”
“With demand weaker in some European markets, our Allegion International team is focused on execution and cost discipline.””
“Document Allegion (NYSE: ALLE) Reports Q4, Full-Year 2025 Financial Results, Introduces 2026 Outlook High-Single Digit Revenue Growth for the Enterprise and Continued Strength in Americas Non-Residen…”
“The company expects to offset tariffs at the operating profit and EPS level on a full-year basis, primarily through pricing actions.”
“Allegion is driving strong organic growth in our non-residential Americas business, improving portfolio quality and margins in International, and complementing this with accretive acquisitions.””
“The company expects to offset tariffs at the operating profit and EPS level on a full-year basis, primarily through pricing actions.”
“31, 2024). “Allegion delivered a record year in 2024 – a year marked by consistent, strong execution, solid margin expansion and balanced capital deployment,” said Allegion President and CEO John H.”
“The company continues to expect full-year available cash flow to be 85% to 95% of adjusted net income.”
“The company expects full-year available cash flow to be 85% to 95% of adjusted net income.”
“The company is raising the outlook for full-year available cash flow to be 85% to 95% of adjusted net income.”
“Our cash generation is strong, positioning Allegion well for additional capital deployment in 2025 that creates long-term value for our shareholders.””
“31, 2024). “Allegion delivered a record year in 2024 – a year marked by consistent, strong execution, solid margin expansion and balanced capital deployment,” said Allegion President and CEO John H.”