Feed / ALLE

Allegion plc

ALLE

Industrials · 151.27 -0.4% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Allegion plc's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 32 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Company-0.4% todayVolume comparison unavailable
Market group0 of 32 activeIndustrial Equipment · unavailable
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
  • Company reported pricing contributed a multi-percent uplift to net revenues in recent periods (reported single-period contributions of ~3–5%).

Invalidation: The isolated read changes if ALLE's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Industrials · Security & Protection Services

No new filing conclusion is available. 0 of 32 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Company reported pricing contributed a multi-percent uplift to net revenues in recent periods (reported single-period contributions of ~3–5%).

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations601
Usable filing statements126
Verified relationships3
Evidence supporting the case
  • Latest annual revenue changed +7.8% year over year.
  • Operating cash flow covered net income at 1.22x in the latest annual period.
  • Foreign exchange has repeated favorable evidence across 5 filings.
  • Pricing and mix has repeated favorable evidence across 5 filings.
  • Demand and volume has repeated favorable evidence across 4 filings.
Evidence challenging the case
  • Credit and interest rates has repeated adverse evidence across 5 filings.
  • Macroeconomic conditions has repeated adverse evidence across 5 filings.
  • Restructuring and cost reductions has repeated adverse evidence across 5 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

151.27
6m+3.2%12m-11.0%24m+11.5%
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$2.9B+5.4%$5.34-2.5%
2022-12-31$3.3B+14.1%$5.19-2.4%
2023-12-31$3.7B+11.6%$6.12+0.0%
2024-12-31$3.8B+3.3%$6.82-0.8%
2025-12-31$4.1B+7.8%$7.44-1.1%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 5 filings
Interest Expense Interest expense for the six months ended June 30, 2026, decreased $0.3 million compared with the same period in 2025, primarily due to a lower weighted-average interest rate on our outstanding indebtedness.
10-Q · Jul 23, 2026
Foreign exchangepositive · 5 filings
These decreases were partially offset by the favorable impact from recent acquisitions/divestitures and the favorable impact from foreign currency exchange rate movements.
10-Q · Jul 23, 2026
Macroeconomic conditionsmixed · 5 filings
These decreases were partially offset by pricing and productivity improvements in excess of inflation and investment spending and favorable volume/product mix.
10-Q · Jul 23, 2026
Pricing and mixpositive · 5 filings
Net revenues for the six months ended June 30, 2026, increased by 18.7%, or $72.0 million, compared to the same period in 2025, due to the following: Pricing 1.0 % Volume (4.2) % Acquisitions / divestitures 15.1 % Currency exchange rates 6.8 % Total 18.7 % Th…
10-Q · Jul 23, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

151.27-0.4% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for ALLE. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for ALLE. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind ALLE

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

SWKStanley Black & Decker, Inc.partnerFeb 17, 2026

This segment’s primary brands are LCN, Schlage, Von Duprin and Stanley Access Technologies, which we utilize with permission in accordance with the terms of an agreement with STANLEY Black & Decker.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ALLE is currently a Follower in the organic co-movement group Industrial Equipment. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.