Analyst Consensus ?
ConsensusHold23 ratings
Bullish834.8%
Neutral1565.2%
Bearish00.0%
Allegion plc · ALLE · FY2026 Q3 · Calendar Q4 2026
Allegion raises full-year outlook as Americas growth accelerates
The supplied analysis supports a constructive near-term operating thesis for Allegion: strong Americas demand, pricing realization and productivity are supporting growth and margins, while connected products, data-center momentum and AI-enabled workflows broaden the opportunity. The thesis is tempered by European weakness, residential recovery risk, inflation and possible Q4 timing lumpiness.
Reported Before market openNYSEIndustrials
$13.52B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $2.50
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $1.14B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+8.5%
Event window
SPY move
-1.3%
Same window
Abnormal move
+9.8%
Stock minus SPY
Volume
0.7×
Versus trailing sessions
Subsequent drift
0.0%
Up to 20 sessions
ALLESPY benchmark
Ask FN2 about ALLE FY2026 Q3
Transcript, numbers and history already loaded
What drove ALLE's +8.5% move after FY2026 Q3 earnings?What changed in ALLE's guidance and outlook in FY2026 Q3?Give me the bull and bear case for ALLE after FY2026 Q3 earnings.
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Transcript intelligence
What changed
Compared with the prior quarter, Allegion's supplied analysis points to stronger Americas Non-Residential momentum and a higher full-year outlook, alongside the launch of the global Optimize app, the $90 million Overly Door Company acquisition and expanded AI use in spec writing. Europe, especially Germany, remains a weakness.
Guidance delta
Management raised full-year revenue guidance to 9.5%-10.5% and adjusted EPS guidance to $9.05-$9.10.
Key takeaways
- Americas Non-Residential delivered double-digit organic growth and underpinned the quarter.
- Management cited pricing, volume growth and productivity as drivers of margin expansion despite inflation.
- The Allegion Optimize app, Overly acquisition and AI-enabled spec writing expand the connected-product strategy.
- Western Europe, especially Germany, and residential demand remain key watchpoints.
Management priorities
- Roll out the Optimize app globally across connected product lines.
- Expand connected lock families and AI applications in spec writing and product configuration.
- Pursue disciplined bolt-on acquisitions and continued share repurchases.
- Provide detailed margin and pricing guidance in the February earnings release.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$174.38Current
$115Low
$148.33Average
$190High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 22, 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 $174.38. 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 | +3.2% | Sep 22, 2026 |
| Robert W. Baird | Timothy Wojs | $170 | $154.57 | -2.5% | Jul 24, 2026 |
| Morgan Stanley | Christopher Snyder | $142 | $129.03 | -18.6% | Jun 3, 2026 |
| Robert W. Baird | Timothy Wojs | $165 | $137.86 | -5.4% | Apr 29, 2026 |
| Barclays | Analyst unavailable | $180 | $161.84 | +3.2% | Jan 7, 2026 |
| Robert W. Baird | Analyst unavailable | $190 | $177.97 | +9.0% | Oct 21, 2025 |
| Barclays | Analyst unavailable | $126 | $130.38 | -27.7% | Mar 26, 2025 |
| Barclays | Julian Mitchell | $134 | $127.42 | -23.2% | Jan 8, 2025 |
| Barclays | Julian Mitchell | $116 | $120.5 | -33.5% | Jun 4, 2024 |
| Morgan Stanley | Joshua Pokrzywinski | $115 | $112.26 | -34.1% | Jun 3, 2022 |
| Credit Suisse | Analyst unavailable | $127 | $114.23 | -27.2% | Apr 27, 2022 |
| Morgan Stanley | Analyst unavailable | $120 | $114.43 | -31.2% | Apr 27, 2022 |
| Wells Fargo | Analyst unavailable | $130 | $113.9 | -25.5% | Apr 27, 2022 |
| Barclays | Julian Mitchell | $150 | $110.13 | -14.0% | Apr 5, 2022 |
| Wells Fargo | Joseph O’Dea | $147 | $115.24 | -15.7% | Feb 16, 2022 |
| UBS | Christopher Snyder | $145 | $137.93 | -16.9% | Jul 23, 2021 |
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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 |
|---|---|---|---|---|
| POOL Pool Corporation | FY2026 Q3 · Calendar Q4 2026 | — | +10.6% | POOL sales grow 4% as pricing offsets freight pressure |
| UNP Union Pacific Corporation | FY2026 Q3 · Calendar Q4 2026 | — | +2.7% | Union Pacific Maintains Growth Outlook as Volumes and Productivity Improve |
| DOV Dover Corporation | FY2026 Q3 · Calendar Q4 2026 | — | -3.3% | Dover’s backlog and secular markets support an upbeat Q3 outlook |
| WCN Waste Connections, Inc. | FY2026 Q3 · Calendar Q4 2026 | +3.9% | +8.8% | Waste Connections raises 2026 outlook after strong Q3 |
| CSX CSX Corporation | FY2026 Q3 · Calendar Q4 2026 | +7.3% | +0.7% | CSX Q3 earnings beat estimates as intermodal and productivity gains lifted margins |
| WAB Westinghouse Air Brake Technologies Corporation | FY2026 Q3 · Calendar Q4 2026 | +3.7% | +2.0% | Wabtec Q3: EPS guidance raised as margins expand |
Latest beats and misses
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Missed on EPS
- GL-PDFY2026 Q3 · October 21, 2026-1.2% EPS— move
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- METAFY2026 Q3 · October 21, 2026-41.4% EPS+0.5% move
- LVSFY2026 Q3 · October 21, 2026-20.9% EPS-1.7% move
- MCOFY2026 Q3 · October 21, 2026-2.6% EPS+1.2% move
- CCIFY2026 Q3 · October 21, 2026-2.5% EPS-3.1% 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 · 2026-10-22T15:04:41.629503+00:00
- FN2 earnings calendar · 2026-10-22T01:23:13.354406+00:00
- Polygon adjusted daily market bars · 2026-10-22T15:20:43.196079+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-22T15:20:43.193352+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 2026-10-22. For educational purposes only; not investment advice.