ALLE
FY2026 Q2 · Calendar Q3 2026
Allegion plc
Allegion's Q2 2026 results confirm accelerating demand in the Americas, where mobile credential adoption in higher education and robust non-residential spec activity drove double-digit revenue growth and a high-teen EPS increase. Management raised all three full-year guidance metrics, signaling confidence that secular electronics adoption and cyclical construction tailwinds persist. The Krieger acquisition extends the product portfolio into data-center doors, opening a new vertical. The principal offset is Europe, where German demand softness prompted a restructuring program targeting $10 million in annual savings. The stock's +11.7% abnormal move on roughly triple normal volume reflects the market repricing both the beat and the higher guidance bar.
EPS surprise+8.1%
Market move+10.4%
