Loading…
Loading…
Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Joe O'Dea | Wells Fargo | 12 | 0% |
| Jeff Sprague | Vertical Research Partners | 10 | 30% |
| Julian Mitchell | Barclays | 10 | 0% |
| Tim Wojs | Robert W. Baird | 8 | 0% |
| Tomohiko Sano | JPMorgan | 8 | 0% |
| Brett Linzey | Mizuho Securities | 8 | 0% |
| Chris Snyder | Morgan Stanley | 7 | 0% |
| Joe Ritchie | Goldman Sachs | 7 | 14% |
| Andy Obin | Bank of America | 4 | 25% |
| Rob Schultz | Robert W. Baird | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wells Fargo | 1 | 12 | 0% |
| Robert W. Baird | 2 | 10 | 0% |
| Vertical Research Partners | 1 | 10 | 30% |
| Barclays |
| 1 |
| 10 |
| 0% |
| JPMorgan | 1 | 8 | 0% |
| Mizuho Securities | 1 | 8 | 0% |
| Morgan Stanley | 1 | 7 | 0% |
| Goldman Sachs | 1 | 7 | 14% |
Allegion grew Q1 revenue 9.7% to over $1 billion though adjusted EPS of $1.80 declined 3.2% as an International ERP system disruption drove organic decline and margin compression in the segment, while Americas margins were down 110 basis points on volume mix and DCI acquisition dilution. High single-digit total revenue growth was led by Americas nonresidential strength and M&A contributions. Management affirmed FY2026 guidance of $8.70-$8.90 in adjusted EPS with 2-4% organic revenue growth.
Demand | Margin | Pricing | Revenue Growth | Trade Tariffs | Macroeconomic | M&A | Competitive Dynamics | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 3 | 2 | 4 | 3 | 1 | 1 | |
| 2025Q1 | 7 | 2 | 5 | 2 | 7 | 4 | 2 | |
| 2025Q2 | 4 | 3 | 5 | 5 | 4 | 1 | 3 | 1 |
| 2025Q3 | 3 | 4 | 2 | 2 | 1 | 3 | 3 | |
| 2025Q4 | 3 | 4 | 3 | 2 | 1 | 2 | 2 | 1 |
| 2026Q1 | 3 | 5 | 2 | 1 | 1 | 3 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 5 | 7 | 4 | 3 | 3 | 3 |
| Margin | 3 | 2 | 3 | 4 | 4 | 5 |
| Pricing | 2 | 5 | 5 | 2 | 3 | 2 |
| Revenue Growth | 4 | 2 | 5 | 2 | 2 | 1 |
| Trade Tariffs | 3 | 7 | 4 | 1 | 1 | |
| Macroeconomic | 1 | 4 | 1 | 1 | 2 | 3 |
| M&A | 1 | 3 | 3 | 2 | 1 | |
| Competitive Dynamics | 2 | 1 | 3 | 1 | 2 |