Allegion Q4 revenue slightly misses analyst expectations

Allegion

17/02/2026 11:08

Overview

Security products provider's Q4 revenue slightly missed analyst expectations

Adjusted EPS for Q4 missed analyst expectations

Company expects continued growth in 2026, led by Americas non-residential segment

Outlook

Allegion expects 2026 revenue growth of 5% to 7% on a reported basis

Company forecasts 2026 adjusted EPS between $8.70 and $8.90

Available cash flow for 2026 expected to be 85% to 95% of adjusted net income

Result Drivers

AMERICAS NON-RESIDENTIAL - High-single-digit organic growth driven by price and volume increases in non-residential sector

INTERNATIONAL REVENUE - Significant increase in reported revenue due to acquisitions and favorable currency impacts, despite organic volume decline

OPERATING MARGIN IMPROVEMENT - Margin expansion due to price and productivity gains exceeding inflation and investment costs, and favorable mix

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Miss*
$1.03 bln
$1.04 bln (9 Analysts)
Q4 Adjusted EPS
Miss
$1.94
$1.99 (10 Analysts)
Q4 EPS
$1.70
Q4 Adjusted Net Income
Miss
$168.30 mln
$172.59 mln (7 Analysts)

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 8 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the communications & networking peer group is "buy."

Wall Street's median 12-month price target for Allegion PLC is $180.00, about 0.3% above its February 13 closing price of $179.50

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nBw1FRkjza

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)