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Mar 31
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.
Allegion
Allegion
Allegion Revenue by Segment
Allegion Revenue by Geographic Location
Revenue by Segment
Allegion Americas Revenue
CapyFin.comAllegion International Revenue
CapyFin.comRevenue by Geographic Location
Americas Revenue
CapyFin.comInternational Revenue
CapyFin.com 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