Allegion plc (ALLE) Earnings
Allegion plc is expected to report next earnings on July 23, 2026 (in NaN days), with a consensus EPS estimate of $2.22. ALLE has beaten EPS estimates in 10 of its last 12 reported quarters (average surprise -0.3% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 28, 2026 | $1.88 | $1.80 | -4.3% | $1.0B | +0.7% |
| Feb 17, 2026 | $2.01 | $1.94 | -3.5% | $1.0B | +0.5% |
| Oct 23, 2025 | $2.21 | $2.30 | +4.1% | $1.1B | +3.1% |
| Jul 24, 2025 | $1.99 | $2.04 | +2.5% | $1.0B | +2.0% |
| Apr 24, 2025 | $1.67 | $1.86 | +11.4% | $942M | +2.3% |
| Feb 18, 2025 | $1.75 | $1.86 | +6.3% | $946M | +2.7% |
| Oct 24, 2024 | $1.98 | $2.16 | +9.1% | $967M | +3.0% |
| Jul 24, 2024 | $1.84 | $1.96 | +6.5% | $966M | +1.3% |
| Apr 25, 2024 | $1.45 | $1.55 | +6.9% | $894M | +0.6% |
| Feb 20, 2024 | $1.59 | $1.68 | +5.7% | $897M | -0.5% |
| Jul 26, 2023 | $1.71 | $1.76 | +2.9% | $913M | -2.7% |
| Feb 22, 2023 | $1.39 | $1.60 | +15.1% | $862M | +1.4% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · April 28, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
· Allegiant team remained agile in volatile environment, Q1 delivered high single-digit revenue growth led by Americas non-residential business and acquisitions. · Closed acquisition of DCI in March, which makes Allegiant more competitive on West Coast. · Paid $47 million in dividends and repurchased $40 million of shares in Q1, board approved new $500 million repurchase program. · Americas non-residential business increased mid-single digits organically driven by price realization; residential business flat with price realization offset by volume declines; electronics revenue up mid-single digits.
Guidance
· Raising reported revenue outlook to 6% to 8% to include DCI acquisition. · Affirming organic revenue growth outlook of 2% to 4% and adjusted earnings per share of $8.70 to $8.90. · Anticipating incremental headwind of approximately 1% of COGS from tariffs and other inflation in Americas, expect to offset on dollar basis through price and cost actions. · Expect to catch up on production impacts from ERP implementation in international segment during remainder of year.
Segment performance
Americas segment delivered revenue of $809.9 million, up 6.9% on a reported basis and 4.5% organically. International segment delivered revenue of $223.7 million, up 21.5% on a reported basis and down 5.3% organically. Net acquisitions contributed 15.9% to international segment revenue. Currency was a tailwind for reported revenues in international.
Risks & headwinds
· International segment organic revenue growth and margins negatively impacted by ERP implementation in one legacy mechanical business. · Volatility in macro and input cost environment poses risks.
Analyst Q&A
Q: Joe O'Day with Wells Fargo Securities asked about demand in Americas, tariff impact.
A: John responded on spec activity being strong, no notable elongation from spec to order, and on tariff impact and how addressing it.
Q: Tim Weiss with Robert W. Bird and Company asked about North American margins mix.
A: Mike responded on mix impact in Q1 and margin sequence through year.
Q: Tomo Sano with JP Morgan asked about Americas electronics business growth.
A: John and Mike responded on electronics being long-term growth driver.
Q: Jeffrey Sprague with Vertical Research Partners, LLC asked about ERP implementations and Europe.
A: John responded on ERP recovery and Europe market conditions.
Q: Joe Ritchie with Goldman Sachs asked about international segment and capital deployment.
A: John responded on international segment recovery and capital deployment.
Q: Rafe Jadrosi asked about electronics growth and inflation.
A: John responded on electronics as long-term driver and inflation cadence.
Q: Alexander Virgo with ISI Evercore asked about ERP impact and electronics supply chain.
A: John responded on ERP implementation issues and electronics supply chain.
Q: David McGregor with Longbow Research asked about Americas margins and residential business.
A: John responded on Americas margins mix and residential business market share.