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Jun 30
Allegion Q2 2025 Earnings Report
Allegion reported record Q2 2025 revenue exceeding $1 billion, with solid Americas growth and improved International margins.
Key Takeaways
Allegion achieved $1.02 billion in Q2 2025 revenue, driven by strong Americas non-residential demand. Net income rose to $159.7 million, while adjusted EPS reached $2.04. Operating and adjusted operating margins remained stable, supported by pricing and mix benefits.
Revenue hit a record $1.02 billion, up 5.8% year-over-year.
Net income increased to $159.7 million, with EPS at $1.85 and adjusted EPS at $2.04.
Operating margin was 21.5%, while adjusted operating margin held at 23.7%.
The Americas segment grew 6.6% driven by strong non-residential demand; International segment grew 2.9% with improved margins.
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 raised its 2025 revenue and EPS outlook, expecting solid Americas demand and improved portfolio quality internationally.
Positive Outlook
- Raised full-year revenue growth outlook to 6.5–7.5%.
- Full-year adjusted EPS outlook increased to $8.00–$8.15.
- Strong Americas non-residential demand expected to continue.
- Improved International margins through portfolio optimization.
- Pricing actions expected to offset tariff impacts.
Challenges Ahead
- Residential business continues to face mid-single-digit declines.
- International organic revenue declined 2.2%.
- Higher incentive compensation pressured margins.
- Tariffs estimated to cost $40 million in 2025.
- Higher effective tax rate of ~17–18% expected for full year.
Revenue & Expenses
Visualization of income flow from segment revenue to net income