Allegion plc ALLE

NYSE | Industrials | Security products and access control
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Updated: 23 Oct 2026 Base analysis: 24 Jul 2026

The news check keeps the assessment current.

General analysis — not personal advice.

HOLD Clear

Existing position can be maintained at current valuation.

Strong Q3 beat and raised outlook support the continued HOLD signal as much is already priced in.

Market sentiment Positive ↑
Trend: Improving

The market reacts positively to the strong report and the raised guidance.

Risk assessment Low
Dilution: Low Strong cash flow and ongoing buybacks
Jurisdiction: Low US-dominated operations with low political risk
Execution: Low Track record of consistent margin management

HOLD is the call. Positive is the market mood. Low risk means less can go wrong.

Latest change
  • 23 Oct 2026 — The report showed stronger-than-expected results which lifted the stock and prompted raised full-year guidance.
About the company

Allegion plc develops and manufactures mechanical and electronic security solutions for doors and access systems. The company has a strong presence in North America with brands such as Schlage, Von Duprin and LCN. Operations are profitable with stable organic growth and focus on electronic solutions.

Sector: Security products and access control
Type: Industrial
Next report (Q4)
15 Feb 2027
Bull case

Strong growth in North America and expansion in electronics and SaaS drive profitability.

Bear case

Weakness in Europe and construction sector cyclical risks limit upside.

Why this signal

Strong Q3 beat and raised outlook support the continued HOLD signal as much is already priced in.

Recent news
  • Allegion reported strong Q3 figures on 22 October with revenue of USD 1,172.6 M and adjusted EPS of USD 2.60. The company raised full-year guidance and the stock rose about 11 % to USD 176.52. The Overly Door Company acquisition was completed in October.

Key figures

Revenue
Q3 2026
USD 1,173M
Revenue TTM
9M 2026
USD 3,358M
EBITDA
Q2 2026
USD 292M
Net income
Q3 2026
USD 221M
Cash
Q2 2026
USD 321M
Total debt
Q3 2026
USD 2,032M
Gross margin
TTM
44.7%
Shares outstanding
FY 2026
USD 85.6M
EPS
Q3 2026
USD 2.58
Exchange
NYSE
Type
Industrials
Sector
Security products and access control
Allegion plc ALLE
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Firelda provides general information and analysis, not personal investment advice. Content does not consider your financial situation or goals. Investments can rise and fall in value. Always do your own research.