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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Allegion (ALLE) is 6/10.
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.
Scored from Allegion’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $946M | +5.4% | $1.65 | +23.1% | 19.5% | 15.2% | $195M |
| FY2025 Q1 | $942M | +5.4% | $1.71 | +21.3% | 20.9% | 15.7% | $83M |
| FY2025 Q2 | $1.02B | +5.8% | $1.85 | +4.5% | 21.5% | 15.6% | $203M |
| FY2025 Q3 | $1.07B | +10.7% | $2.18 | +9.5% | 21.8% | 17.6% | $221M |
| FY2025 Q4 | $1.03B | +9.3% | $1.70 | +3.0% | 20.3% | 14.3% | $200M |
| FY2026 Q1 | $1.03B | +9.7% | $1.59 | -7.0% | 18.9% | 13.4% | $80M |
| FY2026 Q2 | $1.15B | +12.7% | $2.15 | +16.2% | 22.1% | 16.0% | $181M |