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Jun 30, 2025
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.
Revenue by Segment
Revenue by Geographic Location
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.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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