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Dec 31, 2025
Allegion Q4 2025 Earnings Report
Allegion reported fourth-quarter 2025 results with revenue growth, margin expansion and higher adjusted earnings.
Key Takeaways
Allegion generated Q4 revenue of $1,033,200,000, up 9.3% year-over-year, with net earnings of $147,500,000 and diluted EPS of $1.70. Operating margin expanded to 20.3% and adjusted EPS increased to $1.94, driven by strength in the Americas segment.
Revenue increased 9.3% to $1,033,200,000, led by Americas growth.
Operating income rose to $209,600,000 with margin expansion to 20.3%.
Adjusted operating margin improved to 22.4%.
Adjusted EPS grew 4.3% to $1.94.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For full-year 2026, Allegion expects reported revenue growth of 5% to 7%, organic growth of 2% to 4%, and adjusted EPS of $8.70 to $8.90.
Positive Outlook
- Expected reported revenue growth of 5% to 7%.
- Organic revenue growth projected at 2% to 4%.
- Adjusted EPS guidance of $8.70 to $8.90.
- Strong Americas non-residential momentum entering 2026.
- Available cash flow expected at 85% to 95% of adjusted net income.
Challenges Ahead
- Organic growth expected to moderate relative to reported growth.
- Exposure to foreign currency fluctuations.
- Continued inflation and investment pressures.
- Dependence on non-residential demand trends.
- Acquisition integration risks.
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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