Analyst Consensus ?
ConsensusHold23 ratings
Bullish834.8%
Neutral1565.2%
Bearish00.0%
Allegion plc · ALLE · FY2025 Q2 · Calendar Q3 2025
Allegion raises EPS outlook as non-residential demand stays strong
The current analysis supports a cautiously constructive view of Allegion's operating trajectory: strong Americas non-residential demand, electronics growth, and raised EPS guidance support the case, while tariff exposure, residential weakness, international decline, and acquisition integration argue against treating the trajectory as risk-free.
Reported Before market openNYSEIndustrials
$13.07B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$2.04
Consensus $1.99
EPS surprise
+2.5%
Reported versus consensus
Reported revenue
$1.02B
Consensus $1.00B
Revenue surprise
+2.0%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+6.0%
Event window
SPY move
+0.0%
Same window
Abnormal move
+6.0%
Stock minus SPY
Volume
2.1×
Versus trailing sessions
Subsequent drift
+2.2%
Up to 20 sessions
ALLESPY benchmark
Ask FN2 about ALLE FY2025 Q2
Transcript, numbers and history already loaded
Why did ALLE rise 6.0% after beating EPS estimates in FY2025 Q2?What changed in ALLE's guidance and outlook in FY2025 Q2?Give me the bull and bear case for ALLE after FY2025 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior-quarter analysis, management moved from maintained to raised guidance, reported revenue above $1 billion, and emphasized five acquisitions plus expanded electronics and SaaS activity. The risk discussion remains centered on tariffs, residential demand, international performance, and integration.
Guidance delta
Management raised 2025 adjusted EPS guidance to $8.00-$8.15 from the prior-quarter maintained outlook.
Key takeaways
- Current analysis points to 5.8% year-over-year revenue growth, led by non-residential demand in the Americas.
- Electronics and software offerings, including FORTLOX and recent SaaS acquisitions, are central to the growth plan.
- The main counterweights are tariff and pricing uncertainty, residential softness, international organic decline, and acquisition integration.
Management priorities
- Expand electronic locks, battery-less cylinders, and software-as-a-service offerings
- Complete the planned Australian API business divestiture
- Maintain dividend and share-repurchase programs
- Pursue strategic acquisitions in mechanical, electronic, and SaaS areas
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$153.67Current
$115Low
$148.33Average
$190High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 6, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Aug 10, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Jul 24, 2026 |
| Baird | Neutral | Neutral | Maintain | Jul 24, 2026 |
| B of A Securities | Neutral | Neutral | Maintain | Jul 24, 2026 |
| Longbow Research | Buy | Neutral | Upgrade | Jun 11, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | Apr 29, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Apr 1, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Sep 16, 2025 |
| Mizuho | Neutral | Neutral | Maintain | Jul 25, 2025 |
| UBS | Neutral | Neutral | Maintain | Apr 16, 2024 |
| Vertical Research | Hold | Buy | Downgrade | Oct 19, 2023 |
| Credit Suisse | Neutral | Neutral | Maintain | Oct 28, 2022 |
| Atlantic Equities | Overweight | Overweight | Maintain | Nov 29, 2021 |
| William Blair | Perform | Market Perform | Maintain | Jun 3, 2020 |
| Imperial Capital | Neutral | Neutral | Maintain | Apr 27, 2020 |
| Berenberg | Hold | Buy | Downgrade | May 2, 2018 |
| Bank of America | Buy | Buy | Maintain | Jul 20, 2017 |
| Wolfe Research | Perform | Peer Perform | Maintain | Jul 11, 2017 |
| CLSA | Outperform | Buy | Maintain | Oct 17, 2016 |
| Bernstein | Outperform | Market Perform | Upgrade | Jan 19, 2016 |
| Susquehanna | Neutral | Neutral | Maintain | Nov 2, 2015 |
| S&P Capital IQ | Buy | Buy | Maintain | Jan 16, 2014 |
| MKM Partners | Buy | Buy | Maintain | Jan 8, 2014 |
Named analyst price targets
Upside is calculated against the persisted current price $153.67. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Evercore ISI | Alexander Virgo | $180 | $151.36 | +17.1% | Sep 22, 2026 |
| Robert W. Baird | Timothy Wojs | $170 | $154.57 | +10.6% | Jul 24, 2026 |
| Morgan Stanley | Christopher Snyder | $142 | $129.03 | -7.6% | Jun 3, 2026 |
| Robert W. Baird | Timothy Wojs | $165 | $137.86 | +7.4% | Apr 29, 2026 |
| Barclays | Analyst unavailable | $180 | $161.84 | +17.1% | Jan 7, 2026 |
| Robert W. Baird | Analyst unavailable | $190 | $177.97 | +23.6% | Oct 21, 2025 |
| Barclays | Analyst unavailable | $126 | $130.38 | -18.0% | Mar 26, 2025 |
| Barclays | Julian Mitchell | $134 | $127.42 | -12.8% | Jan 8, 2025 |
| Barclays | Julian Mitchell | $116 | $120.5 | -24.5% | Jun 4, 2024 |
| Morgan Stanley | Joshua Pokrzywinski | $115 | $112.26 | -25.2% | Jun 3, 2022 |
| Credit Suisse | Analyst unavailable | $127 | $114.23 | -17.4% | Apr 27, 2022 |
| Morgan Stanley | Analyst unavailable | $120 | $114.43 | -21.9% | Apr 27, 2022 |
| Wells Fargo | Analyst unavailable | $130 | $113.9 | -15.4% | Apr 27, 2022 |
| Barclays | Julian Mitchell | $150 | $110.13 | -2.4% | Apr 5, 2022 |
| Wells Fargo | Joseph O’Dea | $147 | $115.24 | -4.3% | Feb 16, 2022 |
| UBS | Christopher Snyder | $145 | $137.93 | -5.6% | Jul 23, 2021 |
Track every rating change on ALLE the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationAllegion plc engages in the provision of security products and solutions worldwide. It is operating through two segments: Allegion Americas and Allegion International. The company offers door controls, door control system, and exit devices; doors, glass and door systems, and accessories; electronic security products and access control systems, including time, attendance, and workforce productivity; and locks, locksets, portable locks, and key systems. It also provides services and software, such as inspection, maintenance, and repair services for its automatic entrance solutions; software as a service, including access control, platform integration, and workforce management solutions; and ongoing aftermarket services, and design…
Historical context
All ALLE earningsIndustrials peers this season
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| FRO Frontline Plc | FY2026 Q2 · Calendar Q3 2026 | +8.0% | +1.0% | Frontline posts a record quarter as tanker rates remain elevated |
Latest beats and misses
Who reports nextBeat on EPS
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
Get the ALLE recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:55.686058+00:00
- Polygon adjusted daily market bars · 2026-10-06T03:00:43.627339+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-06T03:00:43.624058+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-06. For educational purposes only; not investment advice.