Allegion plc ALLE
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Full analysis: 24 Jul 2026
Latest news check: 7 Jun 2026
General analysis — not personal advice.
HOLD
7/10
Confidence
Existing position can be maintained at current valuation.
Strong fundamentals and raised guidance are balanced by the fact that the stock has already priced in much of the news.
Market sentiment
8/10
↑
Trend: Improving
The market reacts positively to the strong report and raised guidance.
Price context
The stock trades near 52-week highs after a sharp rally on the Q2 report, indicating that much of the positive development is already priced in.
Risk assessment
3/10
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
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
15 Oct 2026
Q3
Catalysts
Q4 2026
Q3 report
High
Unknown
Acquisitions
Medium
Horizon:
Bull case
Strong Q2 results and raised full-year outlook drive positive momentum.
Bear case
Weak demand in Europe and cyclical exposure in construction limit growth.
Signal rationale (informational)
Strong fundamentals and raised guidance are balanced by the fact that the stock has already priced in much of the news.
Recent news
- Q2 2026 results beat expectations with revenue of 1.15 billion USD and adjusted EPS of 2.40 USD. The company raised full-year guidance and the stock rose sharply on the report.
Key figures
Revenue
Q2 2026
USD 1.2B
EBITDA
Q2 2026
USD 292M
Net income
Q2 2026
USD 185M
Cash
Q2 2026
USD 321M
Total debt
Q2 2026
USD 2.0B
Gross margin
Q2 2026
44.9%
Shares outstanding
FY 2026
86.6M
EPS
Q2 2026
USD 2.13
Price & valuation
Last close
USD 166
Market Cap
USD 14.3B
1 week
-1.8 %
3 months
+26.7 %
12 months
-0.5 %
From 52w high
-7.9 %
From 52w low
+31.7 %
Exchange
NYSE
Type
Industrials
Sector
Security products and access control
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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.