Loading...
•
Mar 31, 2025
Allegion Q1 2025 Earnings Report
Allegion reported solid first-quarter results with strong margin expansion and growth driven by its Americas segment.
Key Takeaways
Allegion delivered a robust Q1 2025, achieving double-digit EPS growth, improved margins, and strong revenue contributions from its non-residential business. Strategic acquisitions and disciplined execution supported performance.
Adjusted EPS rose to $1.86, a 20% increase from the prior year.
Operating margin improved to 20.9%, driven by volume leverage and favorable mix.
Americas segment saw 6.8% revenue growth, led by non-residential demand.
Available cash flow increased significantly to $83.4 million.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Allegion reaffirmed its 2025 outlook, expecting modest revenue growth and stable margins despite ongoing tariff and FX challenges.
Positive Outlook
- 2025 EPS guidance affirmed: $7.65–$7.85 adjusted.
- Revenue growth expected at 1.5%–3.5% organically.
- Strong pricing actions expected to offset tariff impacts.
- Cash flow expected to be 85–90% of adjusted net income.
- Acquisition integration supports revenue upside potential.
Challenges Ahead
- Tariff costs estimated at $80 million for 2025.
- No revision to revenue assumptions due to FX volatility.
- Residential business softness in Q1 may continue.
- International margins declined slightly YoY.
- Global macroeconomic uncertainty remains a headwind.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...