Q2 2026 Allegion PLC Earnings Call Transcript

Jul 23, 2026 / 12:00 PM GMT

Release Date Price: $157.19 (+12.58%)

Transcript 10-Q8-K

Key Points

Positve

Allegion PLC (ALLE) reported strong organic growth in the Americas, driven by robust demand in non-residential sectors.
The company raised its full-year revenue outlook to 7.5% to 8.5% and adjusted EPS outlook to $8.85 to $9, reflecting confidence in future performance.
The Americas segment saw a significant revenue increase of 11.8% on a reported basis and 8.9% on an organic basis, with strong performance in both residential and non-residential markets.
Allegion PLC (ALLE) experienced a 17.6% increase in adjusted earnings per share, driven by operating income improvements.
The company is actively investing in mobile technology and credential management, positioning itself for long-term growth in higher education and other institutional markets.

Negative

Demand in several European markets, particularly Germany, remains weak, impacting the international segment's performance.
The international segment experienced a 70 basis point decrease in adjusted operating margin due to weaker demand and inflationary pressures.
Year-to-date available cash flow decreased by 5.3% compared to the prior year, primarily due to timing of sales and higher receivable balances.
The company faced ERP challenges in the first quarter, although improvements were noted in the second quarter.
Allegion PLC (ALLE) did not complete any acquisitions in the second quarter, which may impact future growth opportunities.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ALLE.N - Allegion PLC
Q2 2026 Allegion PLC Earnings Call
Jul 23, 2026 / 12:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
My name is Stefan and I'll be your conference operator today.

I'd like to welcome you to the Legion.

All lines have been placed on mute to prevent any background noise.

After the speaker's remarks, there'll be a question-and-answer session, a question during this time, and if you've joined via the webinar, please use the raised hand icon which can be found at the bottom of your webinar application.

At the time, I'd like to turn the call over to Josh Pokowinski, President of Investor Relations.

Thank you, Stefan.

Good morning, everyone.

Thanks for joining us for Allegian second quarter 2026 earnings call.

With me today are John Stone, President and Chief Executive Officer,

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.