Allegion (ALLE) Q2 FY26 earnings call

Allegion delivered robust second-quarter results, primarily fueled by strong organic growth in the Americas, which saw significant momentum in non-residential and residential electronics. The company raised its full-year revenue and EPS outlook, reflecting confidence in its largest market, despite facing demand challenges and ERP-related issues in its International segment. Management remains committed to disciplined capital allocation and expects continued margin expansion in the Americas for the second half of the year.