Allegion Q2 2026: Revenue Jumps 12.7%, Operating Margin Expands to 22.1%
ALLE sits 19% above its 52-week low of $125.
Summary
Allegion's Q2 2026 revenue rose 12.7% to $1.15B, with operating margin expanding to 22.1%. Diluted EPS hit $2.15, up from $1.85. The company also boosted its buyback authorization to $500M.
Key Events · Earnings and Guidance · ALLE
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Revenue Growth Accelerates
Q2 2026 net revenues reached $1,151.5M, up 12.7% year-over-year, driven by 3.6% volume growth, 3.3% pricing, and 5.1% from acquisitions.
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Margin Expansion
Operating margin improved to 22.1% from 21.5% a year ago, as pricing and productivity more than offset inflation and investment spending.
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Earnings Beat
Diluted EPS of $2.15 compared to $1.85 in Q2 2025, reflecting higher operating income and a lower effective tax rate of 19.0%.
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Share Buyback Replenished
The board reauthorized a $500M share repurchase program in April 2026; $160.6M was repurchased in H1 2026, reducing the share count by approximately 1.2 million shares.
Analysis · ALLE · Trade & Services
A strong second quarter saw revenue climb 12.7% to $1.15 billion, fueled by volume, pricing, and acquisitions. Operating margin widened 60 basis points to 22.1%, underscoring pricing power and productivity gains. Diluted EPS advanced to $2.15 from $1.85 a year ago. The company also replenished its share buyback authorization to $500 million and repurchased $160.6 million in shares during the first half. While the International segment faced margin compression from inflation and restructuring, the Americas segment delivered a robust 29.0% operating margin. These results highlight Allegion's ability to navigate tariff and supply chain headwinds while returning capital to shareholders.
How filings like this one have moved
In the 30 days to Oct 5, 2026, 29.2% of the 1498 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.63%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, ALLE was trading at $149.00 on NYSE in the Trade & Services sector, with a market capitalization of approximately $12B. The 52-week trading range was $125.00 to $183.11. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.