Analyst Consensus ?
ConsensusHold23 ratings
Bullish834.8%
Neutral1565.2%
Bearish00.0%
Allegion plc · ALLE · FY2025 Q3 · Calendar Q4 2025
Allegion: Strong Q3 growth, but residential weakness remains
The current analysis supports a constructive but qualified view: resilient non-residential demand, electronics growth, pricing, and acquisitions supported Q3 performance and a higher EPS outlook. The counterevidence is persistent residential softness, tariff and pricing fatigue risk, acquisition execution risk, and a negative event-session market reaction.
Reported Before market openNYSEIndustrials
$13.21B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$2.30
Consensus $2.21
EPS surprise
+4.1%
Reported versus consensus
Reported revenue
$1.07B
Consensus $1.04B
Revenue surprise
+3.1%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-2.4%
Event window
SPY move
+0.6%
Same window
Abnormal move
-3.0%
Stock minus SPY
Volume
1.9×
Versus trailing sessions
Subsequent drift
-6.9%
Up to 20 sessions
ALLESPY benchmark
Ask FN2 about ALLE FY2025 Q3
Transcript, numbers and history already loaded
Why did ALLE fall 2.4% after beating EPS estimates in FY2025 Q3?What changed in ALLE's guidance and outlook in FY2025 Q3?Give me the bull and bear case for ALLE after FY2025 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Relative to the prior-quarter analysis, the current quarter showed stronger reported growth, continued electronics momentum, additional acquisition activity, and a higher full-year EPS outlook. The core constraints—soft residential demand, tariff uncertainty, integration risk, and weaker international volume—remain.
Guidance delta
Management raised full-year 2025 adjusted EPS guidance to $8.10-$8.20, following the prior quarter's raised outlook.
Key takeaways
- Q3 revenue topped $1 billion and rose 10.7% year over year, led by non-residential demand in the Americas.
- Electronics product growth, specification activity, pricing, and acquisitions were central growth drivers.
- Management highlighted strong cash flow and continued expansion in electronic locks and software-related offerings.
- Residential softness, tariff-related pricing fatigue, acquisition integration, and international volume remain constraints.
Management priorities
- Continue electronic-lock launches, including the Schlage Performance Series, and expand electronic and software content.
- Maintain disciplined acquisitions across electronics, mechanical products, and complementary software.
- Use pricing and productivity initiatives to offset inflation and tariff impacts.
Follow ALLE with an agent that reads every filing, transcript, and price print. Free to start.
Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$155.38Previous close
$115Low
$148.33Average
$190High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Sep 29, 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 previous close $155.38. 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 | +15.8% | Sep 22, 2026 |
| Robert W. Baird | Timothy Wojs | $170 | $154.57 | +9.4% | Jul 24, 2026 |
| Morgan Stanley | Christopher Snyder | $142 | $129.03 | -8.6% | Jun 3, 2026 |
| Robert W. Baird | Timothy Wojs | $165 | $137.86 | +6.2% | Apr 29, 2026 |
| Barclays | Analyst unavailable | $180 | $161.84 | +15.8% | Jan 7, 2026 |
| Robert W. Baird | Analyst unavailable | $190 | $177.97 | +22.3% | Oct 21, 2025 |
| Barclays | Analyst unavailable | $126 | $130.38 | -18.9% | Mar 26, 2025 |
| Barclays | Julian Mitchell | $134 | $127.42 | -13.8% | Jan 8, 2025 |
| Barclays | Julian Mitchell | $116 | $120.5 | -25.3% | Jun 4, 2024 |
| Morgan Stanley | Joshua Pokrzywinski | $115 | $112.26 | -26.0% | Jun 3, 2022 |
| Credit Suisse | Analyst unavailable | $127 | $114.23 | -18.3% | Apr 27, 2022 |
| Morgan Stanley | Analyst unavailable | $120 | $114.43 | -22.8% | Apr 27, 2022 |
| Wells Fargo | Analyst unavailable | $130 | $113.9 | -16.3% | Apr 27, 2022 |
| Barclays | Julian Mitchell | $150 | $110.13 | -3.5% | Apr 5, 2022 |
| Wells Fargo | Joseph O’Dea | $147 | $115.24 | -5.4% | Feb 16, 2022 |
| UBS | Christopher Snyder | $145 | $137.93 | -6.7% | 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
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| CTAS Cintas Corporation | FY2027 Q1 · Calendar Q3 2026 | +3.0% | -3.4% | Cintas raises FY2027 guidance as Q1 growth broadens |
| PAYX Paychex, Inc. | FY2027 Q1 · Calendar Q3 2026 | +1.5% | -8.8% | Paychex maintains FY27 outlook as PEO and AI momentum strengthen |
| FPS Forgent Power Solutions, Inc. | FY2026 Q4 · Calendar Q3 2026 | +4.3% | +9.5% | Forgent Power Solutions pairs record results with an aggressive FY27 buildout |
| CPRT Copart, Inc. | FY2026 Q4 · Calendar Q3 2026 | -8.7% | -2.6% | Copart pairs international growth with ACV investment amid higher costs |
| SUNB Sunbelt Rentals Holdings Inc | FY2027 Q1 · Calendar Q3 2026 | +19.2% | +5.9% | Sunbelt raises FY27 outlook as specialty rental demand accelerates |
| 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
- COSTFY2026 Q4 · September 24, 2026+3.2% EPS+2.9% move
- SNXFY2026 Q3 · September 24, 2026+20.9% EPS-9.9% move
- DRIFY2027 Q1 · September 24, 20260.0% EPS-3.0% move
- CTASFY2027 Q1 · September 23, 2026+3.0% EPS-3.4% move
- PAYXFY2027 Q1 · September 23, 2026+1.5% EPS-8.8% move
- GISFY2027 Q1 · September 23, 2026+4.6% EPS+1.0% 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 · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-09-29T08:50:56.711810+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-29T08:50:56.708788+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 2026-09-29. For educational purposes only; not investment advice.