Question-and-Answer SessionMaybe kind of first off, you had your earnings sort of fairly recently. So just help us understand kind of how you see the shape of the year playing out? Anything we should bear in minds, kind of, seasonality wise, are we expecting sort of first quarter year-on-year in terms of growth and margins look pretty similar to the fourth quarter you just reported?John StonePresident, CEO & Director Yes, I think that's fair. And as we mentioned the guide that we're looking for is on the no ...

PresentationGood morning, everyone. We are pleased to have you for our H1 FY '26 results. Alexandre Ricard and Helene de Tissot will take you through the highlights before we open the Q&A session.Alexandre RicardCEO, MD & Chairman Well, thank you very much, Joelle, and good morning to all of you. I suggest we go into our first half of fiscal year '26 sales and results. Now before we deep dive into all the details of this first half, I would like us to, for a couple of minutes, just sit back and think about ...

Allegion (NYSE:ALLE) FY Conference February 19, 2026 09:15 AM ET Company ParticipantsJohn Stone - President and CEOJosh Pokrzywinski - VP of Investor RelationsConference Call ParticipantsNone - AnalystNoneGreat. Well, thanks everyone for being here. It's my pleasure to have up next Allegion. We have John Stone, President and CEO, and Josh Pokrzywinski from Investor Relations. Welcome both of you, and thanks very much for being here.John StoneThank you.NoneMaybe kind of first off, you know, you had your earn ...

Allegion plc (ALLE), headquartered in Dublin, Ireland, manufactures and markets mechanical and electronic security products and solutions. Valued at $14 billion by market cap, the company offers door controls, locks, electronic security systems, and time and attendance solutions under brands like Schlage, CISA, and Von Duprin. Shares of this global security products and solutions provider have outperformed the broader market over the past year. ALLE has gained 29.2% over this time frame, while the broade ...

Core Viewpoint - Allegion plc is a prominent global provider of security products and solutions, focusing on innovation and customer satisfaction within the Zacks Security and Safety Services industry [1] Financial Performance - Allegion reported earnings per share (EPS) of $1.94, which was below the Zacks Consensus Estimate of $2.01, representing a negative surprise of 3.60%, but an increase from $1.86 in the same quarter last year [2][6] - The company reported revenue of approximately $1.033 billion, slightly below the estimated $1.0333 billion, but an improvement from $945.6 million reported in the same period the previous year [3][6] - Allegion exceeded the Zacks Consensus Estimate for revenue by 0.38% for the quarter ending December 2025, continuing a trend of surpassing consensus revenue estimates over the last four quarters [3] Financial Metrics - The company has a price-to-earnings (P/E) ratio of approximately 24.08, indicating how the market values its earnings [4] - Allegion's price-to-sales ratio is about 3.88, reflecting the market's valuation of its revenue [4] - The enterprise value to sales ratio is around 4.37, suggesting how the company's total value compares to its sales [4] - The debt-to-equity ratio stands at approximately 1.16, indicating a moderate level of leverage [5] - Allegion's current ratio of around 1.77 shows its ability to cover short-term liabilities with short-term assets [5] - The earnings yield is about 4.15%, providing insight into potential returns for shareholders [5]

Key Takeaways Allegion plc's Q4 adjusted EPS of $1.94 missed estimates, though revenues rose 9.3% year over year.ALLE saw gross margin expand 40 bps to 44.5%, with adjusted operating income up 10.6%.ALLE expects 2026 revenues to grow 5-7% and projects EPS of $8.70-$8.90.Allegion plc’s (ALLE) fourth-quarter 2025 adjusted earnings of $1.94 per share miss the Zacks Consensus Estimate of $2.01. However, the bottom line increased 4.3% year over year.In 2025, the company’s adjusted earnings were $8.14 per share, ...

Core Insights - Schlage and NterNow are showcasing scalable software solutions for home builders at the 2026 International Builders' Show, emphasizing modernized self-guided tour solutions for prospective buyers [1] - NterNow's integration into Schlage's portfolio enhances the value offered to home builders, providing a seamless experience during the prospecting and selling phases [1] Company Developments - NterNow has joined Schlage as part of Allegion, marking a significant collaboration aimed at improving customer experiences for home builders [1] - The partnership allows Schlage to expand its offerings with secure, on-demand access solutions, enhancing the home buying experience [1] Product Features - NterNow's self-tour solution enables prospective buyers to tour properties independently, maximizing visibility for builders without staffing constraints [1] - Key benefits for builders include operational efficiency, instant access to leads, and the ability to conduct self-guided tours seven days a week [1] Market Position - Schlage is recognized as America's Most Trusted Lock Brand, which bolsters its reputation in the home security and access solutions market [1] - The collaboration with NterNow positions Schlage to better serve single-family builders and integrate proptech-focused access technology with smart home security solutions [1]

Allegion (NYSE:ALLE) Q4 2025 Earnings call February 17, 2026 08:00 AM ET Company ParticipantsAndrew Obin - Managing DirectorBrett Linzey - Executive DirectorJohn Stone - President and Chief Executive OfficerJosh Pokrzywinski - Vice President of Investor RelationsMike Wagnes - Senior Vice President and Chief Financial OfficerTomohiko Sano - Managing DirectorConference Call ParticipantsChris Snyder - Equity Research AnalystJoe O'Dea - Stock AnalystRobert Schultz - Equity Research AnalystOperatorGood day, ever ...

Allegion (NYSE:ALLE) Q4 2025 Earnings call February 17, 2026 08:00 AM ET Speaker6Good day, everyone. My name's Stefan, and I'll be your conference operator today. At this time, I'd like to welcome you to the Allegion fourth quarter and full year earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there'll be a question and answer session. If you would like to ask a question during this time, and if you've joined via the webinar, please use the Rais ...

Allegion (ALLE) came out with quarterly earnings of $1.94 per share, missing the Zacks Consensus Estimate of $2.01 per share. This compares to earnings of $1.86 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -3.60%. A quarter ago, it was expected that this security device maker would post earnings of $2.21 per share when it actually produced earnings of $2.3, delivering a surprise of +4.07%.Over the last four quarters, the co ...