ALLE Allegion plc

$ALLE Allegion raised the full-year outlook again after Q3. Revenue was 1,172.6 million dollars, up 9.6% (7.2% organic), and adjusted EPS was 2.60 dollars, up 13%. Americas did the work: revenue up 11.7%, non-residential up low-double digits organically, segment margin 30.1%. International was basically flat organically, down 0.2%. One clean detail: reported results include 19.9 million dollars of IEEPA tariff refunds, but the company excluded them from the adjusted numbers. The adjusted margin still expanded to 24.7% from 24.1% without them. Full-year adjusted EPS guide is now 9.05 to 9.10 dollars, with reported revenue growth seen at 9.5% to 10.5%.

$ALLE Allegion lifts 2026 organic growth outlook to 5.0%–6.0% from July's 3.5%–4.5%. 🏢 Allegion makes Schlage and Von Duprin locks and access-control systems; $4.1B revenue in 2025 🚀 Adjusted EPS guide raised to $9.05–$9.10; July's range started at $8.85 📈 Q3 revenue rose 9.6% to $1,172.6M; market value about $13.52B at $159, 16:00 ET Oct 21, 2026 ⚠️ Offset: International organic sales fell 0.2% in Q3; the GAAP EPS guide carries a $0.18 tariff-refund benefit 📅 Next: Call Oct. 22, 2026 at 8 a.m. ET; new International chief starts Jan. 1, 2027 Source: SEC 8-Ks, Oct 22 + Sep 8; Q2 release, Jul 23

$ALLE Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $2.60 up 13.04% YoY • Reported revenue of $1.17B up 9.57% YoY • Allegion expects continued growth in its electronic products in 2026, with no quantified financial guidance for revenue, operating margin, or earnings disclosed in the filing.