Sep 2026 (Q3 FY26) — Oct 22, 2026
Allegion Q3 FY26 — Strong Americas Non-Res Growth Drives Raised Full-Year Outlook
Read the full callAllegion earnings: last reported Thu, 22 Oct 2026, for the quarter ended Sep 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,173 | +9.6% YoY | Quarterly, as filed | Quarter to Sep 2026 | Revenue from operations as filed. |
| Operating margin | 24.3 | +2.4 pts YoY | Operating profit / revenue | Quarter to Sep 2026 | For the quarter; a change is in percentage points. |
| Net profit | Quarterly, as filed | Quarter to Sep 2026 | Not in the filed figures for the quarter to sep 2026. No older figure is substituted. |
Guidance
5 of 16 judged targets kept · 25 open · verdicts reflect calls analysed to Sep 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| International production catch-up (ERP) | catch up on production impacts from the ERP implementation | Jun 2026 | In international, we have resolved the ERP challenge we highlighted in Q1 and that business is back to normal operations and lead times. | Achieved |
| Adjusted EPS | $8.70 to $8.90 | Dec 2025 | We are raising our adjusted earnings per share outlook to $9.05 to $9.10. | Revised Up |
| Accretion from recent acquisitions | accretive to adjusted earnings per share | Jun 2025 | On Track |
11 of Allegion plc's 41 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 38 more targets are in the full ledger.
Claimed
Qualified
Price
1Y: $175.5 on 22 Oct 2025 → $178.98. High $179.77 (6 Feb 2026), low $125.65 (15 May 2026).
Overview
Guidance
5 of 16 judged targets kept · 25 open · verdicts reflect calls analysed to Sep 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| International production catch-up (ERP) | catch up on production impacts from the ERP implementation | Jun 2026 | In international, we have resolved the ERP challenge we highlighted in Q1 and that business is back to normal operations and lead times. | Achieved |
| Adjusted EPS | $8.70 to $8.90 | Dec 2025 | We are raising our adjusted earnings per share outlook to $9.05 to $9.10. | Revised Up |
| Accretion from recent acquisitions | accretive to adjusted earnings per share | Jun 2025 | On Track |
Claimed
Qualified
The full ledger
A free account opens 5 company ledgers a month. All 41 tracked commitments, with each call’s wording and source.
Call summaries
Allegion Q3 FY26 — Strong Americas Non-Res Growth Drives Raised Full-Year Outlook
Read the full callAllegion Q2 FY26 — Strong Americas Growth and Raised Outlook
Read the full callAllegion Q1 FY26 — Strong Revenue Growth and Capital Deployment
Read the full callEvery analysed call
Financials
Net profit, against the quarter before: +3% (quarter to mar 2025 against dec 2024).
| Line item | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | Sep 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 946 | 942 | 1,022 | 1,070 | 1,033 | 1,034 | 1,152 | 1,173 |
| Operating profit | 185 | 196 | 220 | 234 | 210 | 195 | 255 | 285 |
| Operating margin | 19.5% | 20.9% | 21.5% | 21.9% | 20.3% | 18.9% | 22.1% | 24.3% |
| Interest | 25 | 25 | 25 | 27 | 25 | 24 | 25 | 24 |
| Profit before tax | 162 | 175 | 200 | 209 | 184 | 172 | 228 | 268 |
| Tax rate | 11.2% | 15.4% | 20.3% | 9.8% | 19.8% | 19.5% | 19.0% | 17.5% |
| Net profit | 144 | 148 | — | — | — | — | — | — |
| EPS ($ per share) | — | 1.72 | 1.86 | 2.19 | — | 1.60 | 2.15 | 2.60 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | 874 | 975 | 986 | 953 | 1,213 | 1,579 | 1,831 | 2,238 |
| Total liabilities | 2,156 | 2,207 | 2,237 | 2,289 | 3,047 | 2,993 | 2,987 | 3,156 |
| Fixed assets | 277 | 291 | 295 | 284 | 309 | 358 | 385 | 445 |
| Total assets | 2,810 | 2,967 | 3,069 | 3,051 | 3,991 | 4,312 | 4,488 | 5,224 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 458 | 488 | 490 | 489 | 460 | 601 | 675 | 784 |
| Cash from investing | -444 | -78 | -57 | -32 | -994 | -129 | -228 | -685 |
| Cash from financing | -183 | -342 | -322 | -529 | 437 | -299 | -394 | -267 |
| Net cash flow | -176 | 68 | 122 | -82 | -110 | 180 | 36 | -148 |
| Capital expenditure | -49 | -66 | -47 | -45 | -64 | -84 | -92 | -98 |
| Free cash flow | 409 | 423 | 443 | 443 | 396 | 516 | 583 | 686 |
| Segment | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Allegion Americas | — | 80% | 80% | 79% | — | 78% | 80% | 80% | +11.7% |
| Allegion International | 21% | 20% | 20% | 21% | 23% | 22% | 20% | 20% | +1.8% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
95 filings between Nov 25, 2025 and Aug 28, 2026.
Purchases
$590.8K
5 purchases by 3 insiders
Sales
$2.63M
9 sales by 7 insiders
33% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 2 gifts.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Eckersley Timothy P | — | $1.01M | Jul 27, 2026 |
| Martens Robert C. | — | $547.6K | May 7, 2026 |
| Wagnes Michael J. | — | $480.7K | Jul 23, 2026 |
| MAIN SUE | $299.2K | — | Mar 11, 2026 |
| PETERS LAUREN B | $264.7K | — | Nov 25, 2025 |
| MIZELL STEVEN | $26.9K | $227.0K | Aug 28, 2026 |
| Wenos Vincent | — | $168.3K | Aug 6, 2026 |
| Musial Nickolas A. | — | $106.5K | Jul 23, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 28, 2026 | MIZELL STEVEN Director | Purchase | 170 | $26.9K |
| Aug 19, 2026 | Eckersley Timothy P President-Intl & SVP-Allegion | Gift | 1,527 | $0 |
| Aug 19, 2026 | Eckersley Timothy P President-Intl & SVP-Allegion | Gift | 1,527 | $0 |
| Aug 18, 2026 | Ilardi David S. President-Amer & SVP-Allegion | Sale | 549 | $88.4K |
| Aug 18, 2026 | Ilardi David S. President-Amer & SVP-Allegion | Option exercise | 549 | $39.4K |
| Aug 6, 2026 | Wenos Vincent SVP - Chief Technology Officer | Sale | 1,000 | $168.3K |
| Aug 1, 2026 | Stone John H President and CEO | Tax withheld | 11,292 | $1.77M |
| Jul 27, 2026 | Eckersley Timothy P President-Intl & SVP-Allegion | Sale | 6,417 | $1.01M |
| Jul 23, 2026 | Wagnes Michael J. SVP and CFO | Sale 10b5-1 plan | 1,468 | $221.6K |
| Jul 23, 2026 | Wagnes Michael J. SVP and CFO | Sale 10b5-1 plan | 1,716 | $259.1K |
| Jul 23, 2026 | Wagnes Michael J. SVP and CFO | Option exercise 10b5-1 plan | 1,716 | $123.3K |
| Jul 23, 2026 | Wagnes Michael J. SVP and CFO | Option exercise 10b5-1 plan | 1,468 | $127.6K |
| Jul 23, 2026 | Musial Nickolas A. VP, Controller & CAO | Option exercise 10b5-1 plan | 687 | $49.4K |
| Jul 23, 2026 | Musial Nickolas A. VP, Controller & CAO | Sale 10b5-1 plan | 687 | $106.5K |
| Jul 2, 2026 | Blasko Joseph SVP and General Counsel | Tax withheld | 145 | $20.3K |
| Jun 5, 2026 | MIZELL STEVEN Director | Tax withheld | 292 | $38.0K |
| Jun 5, 2026 | SENGSTACK GREGG C Director | Tax withheld | 292 | $38.0K |
| Jun 5, 2026 | Parent Haughey Nicole Director | Tax withheld | 292 | $38.0K |
| Jun 5, 2026 | MAIN SUE Director | Tax withheld | 292 | $38.0K |
| Jun 5, 2026 | Rubin Ellen Director | Tax withheld | 292 | $38.0K |
| Jun 5, 2026 | PETERS LAUREN B Director | Tax withheld | 449 | $58.5K |
| Jun 5, 2026 | Vardhan Dev Director | Tax withheld | 292 | $38.0K |
| Jun 4, 2026 | SENGSTACK GREGG C Director | Award | 1,074 | $0 |
| Jun 4, 2026 | Rubin Ellen Director | Award | 1,074 | $0 |
| Jun 4, 2026 | Vardhan Dev Director | Award | 1,074 | $0 |
| Jun 4, 2026 | Parent Haughey Nicole Director | Award | 1,074 | $0 |
| Jun 4, 2026 | MAIN SUE Director | Award | 1,074 | $0 |
| Jun 4, 2026 | PETERS LAUREN B Director | Award | 1,649 | $0 |
| Jun 4, 2026 | MIZELL STEVEN Director | Award | 1,074 | $0 |
| May 7, 2026 | Martens Robert C. SVP-Chief Innovation & Design | Sale | 3,993 | $547.6K |
| Mar 11, 2026 | MAIN SUE Director | Purchase | 1,300 | $194.5K |
| Mar 11, 2026 | MAIN SUE Director | Purchase | 600 | $90.0K |
| Mar 11, 2026 | MAIN SUE Director | Purchase | 100 | $14.7K |
| Feb 24, 2026 | Eckersley Timothy P SVP - Allegion International | Tax withheld | 228 | $36.5K |
| Feb 24, 2026 | Ilardi David S. SVP - Allegion Americas | Tax withheld | 157 | $25.1K |
| Feb 24, 2026 | Hawes Jennifer L SVP - Chief HR Officer | Tax withheld | 106 | $17.0K |
| Feb 24, 2026 | Kemp Tracy L SVP-Chief Info. & Digital Ofr | Tax withheld | 97 | $15.5K |
| Feb 24, 2026 | Wagnes Michael J. SVP and CFO | Tax withheld | 482 | $77.2K |
| Feb 24, 2026 | Musial Nickolas A. VP, Controller & CAO | Tax withheld | 85 | $13.6K |
| Feb 24, 2026 | Stone John H President and CEO | Tax withheld | 1,767 | $283.0K |
| Feb 24, 2026 | Martens Robert C. SVP-Chief Innovation & Design | Tax withheld | 107 | $17.1K |
| Feb 24, 2026 | Wenos Vincent SVP - Chief Technology Officer | Tax withheld | 97 | $15.5K |
| Feb 22, 2026 | Martens Robert C. SVP-Chief Innovation & Design | Tax withheld | 96 | $15.6K |
| Feb 22, 2026 | Wenos Vincent SVP - Chief Technology Officer | Tax withheld | 92 | $15.0K |
| Feb 22, 2026 | Ilardi David S. SVP - Allegion Americas | Tax withheld | 159 | $25.9K |
| Feb 22, 2026 | Kemp Tracy L SVP-Chief Info. & Digital Ofr | Tax withheld | 92 | $15.0K |
| Feb 22, 2026 | Eckersley Timothy P SVP - Allegion International | Tax withheld | 213 | $34.7K |
| Feb 22, 2026 | Hawes Jennifer L SVP - Chief HR Officer | Tax withheld | 100 | $16.3K |
| Feb 22, 2026 | Stone John H President and CEO | Tax withheld | 1,527 | $248.8K |
| Feb 22, 2026 | Musial Nickolas A. VP, Controller & CAO | Tax withheld | 82 | $13.4K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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