ALLEAllegion plc
Allegion plc (ALLE) sells mission-critical security solutions, including access control systems, electronic locks, and integrated hardware for data centers. The next catalyst is Oct 29, 2026 — Q3 2026 Earnings Release, which will test the company’s ability to sustain revenue growth and margin stability amid rising costs and FX pressures.
- Revenue grew 7.8% YoY to $4.28B in 2026, with a net margin of 14.1% and free cash flow of $1.17B (TTM).
- Debt-to-equity stands at 1.50x, and the company has a strong balance sheet with $1.32B in shareholders’ equity.
- The dividend remains a key attraction, with a recent $55/share payout.
The Read
Allegion's stock fell below key bear levels after missing earnings expectations and facing growth concerns, but rallied sharply on strong Q2 performance and international demand despite industry headwinds.
The schedule
- Wed21Oct
The Q3 earnings release will be a critical test of the company's ability to meet or exceed expectations, with a focus on revenue growth and margin expansion.
- Tue9Feb
The Q4 earnings release will be a critical test of the company's ability to meet or exceed expectations, with a focus on revenue growth and margin expansion.
- Thu18Mar
The company's participation in the J.P. event will test the market's reaction to its strategic outlook and product roadmap, with a focus on investor confidence.
- Tue27Apr
The Q1 earnings release will be a critical test of the company's ability to meet or exceed expectations, with a focus on revenue growth and margin expansion.
- Wed21Jul
The Q2 earnings release will be a critical test of the company's ability to meet or exceed expectations, with a focus on revenue growth and margin expansion.
Past
- Wed22Jul
Actual outcome: Bull · $156.73 at outcome
Allegion reported Q2 2026 earnings with an EPS of $1.60, exactly meeting Wall Street estimates. Despite industry headwinds such as rising labor costs and FX pressures, the company's ability to deliver on expectations and capitalize on international demand drove investor confidence, pushing the stock well past the $133.00 bull target.
- Tue28Apr
Actual outcome: Mixed · $135.33 at outcome
Allegion missed Q1 EPS estimates, reporting $1.80 per share against expectations of $1.88, as rising costs and margin pressures offset strong revenue growth in the Americas. While the initial price reaction was flat, these underlying profitability concerns ultimately weighed on the stock, driving shares below the $132 bear floor in the weeks following the report.
- Tue10Mar
Actual outcome: Bear · $142.49 at outcome
Despite a 4.1% EPS beat and the acquisition of DCI Hollow Metal, Allegion's stock fell below the $150.00 bear floor to $145.35 as the market digested conservative single-digit growth guidance. This outlook triggered multiple compression for a stock trading near its 52-week high, as investors prioritized concerns over slowing organic growth over the earnings beat and strategic expansion.
- Tue17Feb
Actual outcome: Bear · $158.86 at outcome
Allegion missed Q4 earnings estimates with $1.94 per share against the $2.01 expected, failing to deliver the 'double beat' necessary to support its overbought technical levels. While the company reported 9% revenue growth and provided upbeat 2026 guidance, the earnings miss and high-single-digit growth outlook triggered profit-taking, driving the stock below the $163.00 bear floor.