Allegion plc Earnings Recaps
Q3 2025
Oct 23, 2025
Allegion delivered strong third-quarter results, achieving double-digit revenue growth and raising its full-year adjusted earnings per share outlook to between $8.10 and $8.20, driven by solid performance across both the Americas and International segments.
Key takeaways
- Q3 revenue exceeded $1 billion, up 10.7% year-over-year, with organic revenue growth of 5.9%.
- Adjusted earnings per share rose 6.5% to $2.30, supported by operational performance and successful acquisitions.
- The Americas segment saw a 7.9% increase in revenue, fueled by strong demand in the nonresidential market.
- Cash flow improved significantly, with year-to-date available cash flow at $485.2 million, up 25.1% compared to the previous year.
- Allegion executed two key acquisitions, UAP and Brisant, enhancing its product portfolio and cost position.
Q2 2025
Jul 25, 2025
Allegion reported a landmark quarter with revenues exceeding $1 billion for the first time, achieving strong organic growth driven by robust demand in its non-residential segment.
Key takeaways
- Q2 revenue increased by 5.8% year-over-year, with organic revenue growth of 3.2%.
- Segment margin expansion was noted, maintaining an adjusted operating margin of 23.7%.
- Allegion announced four strategic acquisitions, including Novas and ELATEC, enhancing its electronics and software offerings.
- The company's full-year adjusted EPS outlook was raised to $8 to $8.15, reflecting confidence in ongoing demand.
- The dividend payout remains strong at $0.51 per share, alongside share repurchases totaling $40 million in Q2.