Allegion Tops Q3 Estimates, Lifts Full-Year 2026 Revenue and EPS Outlook
ALLE sits 26% above its 52-week low of $125.
Summary
Allegion posted Q3 2026 revenue of $1,172.6 million, up 9.6% reported and 7.2% organic, with adjusted EPS of $2.60, and raised its full-year 2026 revenue and adjusted EPS outlook.
Key Events · Earnings and Guidance · ALLE
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Q3 Revenue Up 9.6% Reported
Net revenues of $1,172.6 million rose 9.6% reported and 7.2% organic, led by Americas non-residential volume growth and price realization.
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Adjusted EPS Grows 13.0%
Adjusted EPS of $2.60 compared with $2.30; net earnings were $220.9 million, or $2.59 per share, up 18.8% from $2.18.
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Full-Year Outlook Raised
Reported revenue growth guidance lifted to 9.5%-10.5% and organic to 5.0%-6.0%; adjusted EPS outlook raised to $9.05-$9.10.
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Tariff Refunds Boost Reported Results
IEEPA tariff refunds added $19.9 million to operating income and $0.9 million to interest income, excluded from adjusted figures.
Analysis · ALLE · Trade & Services
The raised outlook is the part that resets the earnings base for the rest of the year: revenue growth guidance now sits at 9.5%-10.5% reported and 5.0%-6.0% organic, with adjusted EPS at $9.05-$9.10. That follows a quarter of high-single-digit organic growth and 13% adjusted EPS growth. One-time items also flattered the print — $19.9 million of IEEPA tariff refunds lifted operating income and $0.9 million lifted interest income, both excluded from adjusted results. Americas non-residential drove the beat, while International organic revenue slipped 0.2% on volume declines.
How filings like this one have moved
In the 30 days to Oct 22, 2026, 29.4% of the 1560 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.47%. 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 $157.04 on NYSE in the Trade & Services sector, with a market capitalization of approximately $13.5B. 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.