At the archive date, Allegion plc was expected to release its Q3 2026 10-Q filing on October 21, 2026. Last quarter: In Q2 FY2026, Allegion delivered 12.7% revenue growth to $1.15B and 15.6% basic EPS growth to $2.15, with operating margin expanding to 22.1% as pricing, volume/product mix and acquisitions more than offset higher costs and integration expenses. Source: 10-Q Item 2 MD&A, pp.17-18
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the ALLE page for retained reports.
What to Watch in Q3 2026
Drawn from management commentary in the Q2 2026 10-Q:
Revenue growth was broad-based but acquisitions were the largest single contributor
Net revenues increased $129.5M, or 12.7%, to $1.15B in the three months ended June 30, 2026. Management attributed growth to acquisitions/divestitures (+5.1 percentage points), volume (+3.6 points), pricing (+3.3 points), and favorable currency (+0.7 points).
Operating income rose $35.0M to $254.7M and operating margin increased to 22.1% from 21.5%. Pricing and productivity in excess of inflation/investment spending added $14.1M, volume/product mix added $14.7M, and acquisitions/divestitures added $8.8M; these were partly offset by $1.8M of acquisition, integration and restructuring expense and a $0.8M currency headwind.
Americas growth was supported by volume, pricing and electronic-security demand
Allegion Americas revenue increased 11.8% to $918.6M, driven by pricing (+4.0%), volume (+4.9%) and acquisitions (+2.9%). Segment operating margin improved to 29.0% from 28.8%, while electronic-product revenue grew by a low-teens percentage; management expects continued electronic-product growth in 2026.