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Sep 30, 2025
Allegion Q3 2025 Earnings Report
Delivered strong third-quarter results with double-digit revenue growth and raised full-year revenue and EPS outlook.
Key Takeaways
Allegion reported a robust Q3 2025, highlighted by 10.7% reported revenue growth and strong performance in the Americas segment. Adjusted EPS rose 6.5% to $2.30, and operating income increased by 8.7%. The company also raised its full-year 2025 revenue and EPS guidance, supported by continued execution and favorable pricing and volume trends.
Revenue increased 10.7% year-over-year to $1,070.2 million.
Adjusted EPS rose 6.5% to $2.30, with GAAP EPS of $2.18.
Operating margin reached 21.8%, and adjusted operating margin was 24.1%.
Strong growth in Americas and International segments led to improved overall profitability.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Allegion raised its full-year 2025 outlook, projecting reported revenue growth of 7% to 8% and adjusted EPS between $8.10 and $8.20. The company expects to offset tariff costs through pricing and operational efficiencies, maintaining a strong adjusted tax rate and cash flow conversion.
Positive Outlook
- Raised full-year reported revenue growth outlook to 7.0%–8.0%.
- Maintained organic growth guidance at 3.5%–4.5%.
- Increased full-year adjusted EPS guidance to $8.10–$8.20.
- Strong pricing actions expected to offset tariff impacts.
- Raised available cash flow outlook to 85%–95% of adjusted net income.
Challenges Ahead
- Tariff costs estimated at approximately $40 million for 2025.
- Slight decline in GAAP operating margin versus prior year.
- Foreign currency headwinds may persist in international markets.
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
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