“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 ↗
Allegion plc
ALLE
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 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.
Research brief
The story so far
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.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- 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
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- 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.
- 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.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 10, 2026
151.27Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“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 ↗
“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 ↗
“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.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
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.