Allegion plc is 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
EPS Estimate
$2.54
Revenue Estimate
$1.16B
Analyst consensus from Finnhub. Actual results posted within minutes of the SEC filing on the ALLE page.
Drawn from management commentary in the Q2 2026 10-Q:
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.
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.
Revenue
$1.15B
++12.67% YoY
EPS (Basic)
$2.15
++15.59% YoY
Operating Income
$254.7M
++15.93% YoY
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