Allegion (ALLE)
NYSEIndustrialsSecurity & Protection ServicesSnapshot 2026-07-07
$139.34-0.57%
Close 2026-07-07 · 1-day change
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Track ALLE free→Allegion grows revenue about 7% a year and keeps profit margins steady. The company earns about $8.8 per share in 2026 and buys back shares with a $500 million program. It has a strong brand portfolio and stable management. These factors support steady earnings growth.
Revenue growth could slow below 7% if demand weakens. Profit margins might shrink due to cost pressures. A downgrade on valuation shows some investor concern. These risks could hurt earnings and share price.
The market expects about 7% revenue growth and values the stock slightly above our estimate of its earnings power. Our view aligns with this but sees risks from margin pressure and demand softness.
Breaks if: adjusted EPS falls below $8.7 in FY26
Allegion is affirming its adjusted EPS outlook for the full year 2026.
Stated in 4 of last 4 quarters. Adjusted EPS grew from $1.55 in 2024-Q1 to $2.30 in 2025-Q3. The company has consistently affirmed its EPS outlook, with delivery in EPS growth, aligning with its stated goals.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“The company is affirming the outlook for full-year 2026 adjusted EPS to be in the range of $8.70 to $8.90.”
“Full-year 2026 reported EPS is expected to be in the range of $8.00 to $8.20, or $8.70 to $8.90 on an adjusted basis.”
“Company raises full-year revenue and EPS outlook.”
“Company raises full-year revenue and EPS outlook.”
Breaks if: share repurchase program is canceled or materially reduced
Allegion has authorized a share repurchase program with a total amount of up to $500 million.
Stated in 2 of last 2 quarters. The company repurchased approximately 0.3 million shares for $40 million in 2025-Q4. The authorization of a $500 million share repurchase program indicates a strategic focus on capital allocation, with initial execution evident.
“The Board authorized the repurchase of a total amount of up to $500 million of the Company’s ordinary shares.”
“Company repurchased approximately 0.3 million shares for approximately $40 million.”
Breaks if: YoY revenue growth falls below 6% in FY26
Allegion aims to increase its revenue growth outlook for the full year 2026.
Stated in 4 of last 4 quarters. Revenue grew from $893.9M in 2025-Q1 to $1,033.2M in 2025-Q4. The company has consistently raised its revenue growth outlook, indicating a focus on growth, with substantive delivery in revenue increase.
“The company is raising its full-year 2026 reported revenue growth outlook to a range of 6% to 8%.”
“The company is raising its 2025 full-year revenue growth outlook, which is expected to be 7.0% to 8.0% on a reported basis.”
“Company raises full-year revenue and EPS outlook.”
“Company raises full-year revenue and EPS outlook.”