The Zacks Security and Safety Services industry is well-positioned to benefit from strong demand for products and solutions with growing awareness about the security and safety of people and infrastructure. Higher research and development activities supported by governments also augur well for the industry’s near-term prospects.The increase in demand for cybersecurity products supports several industry participants’ prospects as well. Companies like Allegion plc (ALLE) , Resideo Technologies, Inc. (REZI) , ...

Core Insights - Allegion plc (ALLE) is experiencing strong momentum across its segments, driven by stable demand in end markets such as education, healthcare, government, hospitality, and retail, along with strategic acquisitions [1][10] Allegion Americas Segment - The Allegion Americas segment is benefiting from steady demand and acquisitions, particularly the Next Door Company and Trimco, which enhance its product offerings [1][10] - Growth in the non-residential business is supported by increased demand for products, indicating a positive outlook for the segment [1] Allegion International Segment - The Allegion International segment is seeing increased demand for electronic security products, driven by heightened awareness of safety and security [2] - Positive price realization and acquisitions, including Brisant, ELATEC, and Lemaar Pty, are contributing to the segment's growth [2][4][5] Acquisitions and Market Expansion - Allegion has expanded its market share and product offerings through strategic acquisitions, including Brisant and UAP Group Limited, which enhance its presence in the U.K. residential and non-residential markets [3] - The acquisition of ELATEC allows Allegion to broaden its global electronics portfolio in non-residential markets [4] - Trimco's acquisition boosts Allegion's door and frame portfolio, while Lemaar enhances its security and accessibility offerings in Australia [5] Financial Performance - Allegion is committed to rewarding shareholders, with dividends totaling $131.4 million in the first nine months of 2025, reflecting a 4.6% year-over-year increase [6] - Share repurchases amounted to $80 million during the same period, indicating a strong capital return strategy [6] Cost and Expense Challenges - The company is facing rising costs, with a 5.1% year-over-year increase in the cost of sales due to high raw material prices, and selling and administrative expenses rising by 11.2% [7] - Selling and administrative expenses as a percentage of total revenues increased by 80 basis points to 24% [7] Market Risks - Allegion's financial performance is influenced by various risks, including foreign currency exchange rates and interest rate fluctuations, particularly due to its significant international presence [8] - The appreciation of the U.S. dollar against local currencies may impact revenue in upcoming quarters [8] Competitive Landscape - Allegion operates in a competitive environment within the Security and Safety Services industry, facing competition from companies like Alarm.com Holdings, Cadre Holdings, and Intellicheck [9]

Company Overview - Allegion plc (NYSE:ALLE) is an electronic security company that provides physical and digital security solutions, including locks, exit devices, and integrated access control software [2]. Market Sentiment - Jim Cramer highlighted Allegion as a good investment opportunity, suggesting it is not overly expensive and can be bought during market weakness without significant risk [1]. - Barclays has reduced its price target for Allegion's stock to $180 from $187 while maintaining an Equal Weight rating, indicating a cautious outlook despite strengthening demand, particularly due to increased orders related to artificial intelligence [3]. Investment Considerations - While Allegion is recognized as a potential investment, there are opinions that certain AI stocks may offer greater upside potential and less downside risk [4].

Annual Study Rates Leading Lock Brand Most Trusted Door Lock Brand Seventh Consecutive Year CARMEL, Ind., Jan. 20, 2026 /PRNewswire/ -- Schlage®, a pioneer in home security and access solutions for over 100 years, has been recognized as the most trusted door lockset and hardware brand in the 2026 America's Most Trusted® Door Locks & Hardware Study conducted by Lifestory Research. This year marks the seventh consecutive year that Schlage has been awarded this distinguished recognition, solidifying its positi ...

Valued at a market cap of $13.9 billion, Allegion plc (ALLE) is a global provider of security and access solutions that designs and manufactures mechanical and electronic locks, door hardware, and access control systems for residential, commercial, and institutional markets. Headquartered in Dublin with major operations in the U.S., the company operates across more than 130 countries through its Americas and International segments, supported by well-known brands such as Schlage, Von Duprin, and CISA. The ...

Core Viewpoint - Allegion plc is a significant player in the global security products market, specializing in access control systems, with a market capitalization of $13.8 billion and a diverse portfolio of well-known brands [1][2]. Group 1: Company Overview - Allegion is categorized as a large-cap stock, reflecting its substantial influence in the security and safety industry [2]. - The company serves commercial, institutional, and residential markets, with a strong presence in North America and expanding international operations [2]. Group 2: Stock Performance - Allegion reached a 52-week high of $180.68 on October 21, but has since seen a decline, trading approximately 9.8% below that peak [3]. - Over the past three months, Allegion's stock has decreased by 7.5%, underperforming the Industrial Select Sector SPDR Fund's (XLI) gain of 3.1% during the same period [3]. - Year-to-date, Allegion has delivered strong gains of 24.8% and 17.5% over the past 52 weeks, outperforming XLI's 19.2% rise in 2025 and 14.2% return over the past year [4]. Group 3: Financial Performance - In the third quarter, Allegion reported revenue of $1.07 billion, reflecting a year-over-year increase of 10.7%, with 5.9% organic growth [5]. - Adjusted EPS for the quarter increased by 6.5% to $2.30, indicating healthy profitability [5]. - The Americas region drove strong performance, and recent acquisitions contributed to international growth [5].

Group 1 - Allegion plc announced a quarterly dividend of $0.51 per ordinary share, payable on December 31, 2025, to shareholders of record on December 16, 2025 [1] - Allegion is a leading global provider of security products and solutions, focusing on innovative security and access solutions [2] - The company reported revenue of $3.8 billion in 2024, indicating a strong market presence [2] Group 2 - Allegion's product portfolio includes residential and commercial locks, door closers, exit devices, steel doors and frames, access control, and workforce productivity systems [2] - The company operates under well-known brands such as CISA®, Interflex®, LCN®, Schlage®, SimonsVoss®, and Von Duprin® [2]

Core Insights - Allegion US has announced enhancements to the LCN 2800IQ and 9500IQ Senior Swing series operators, featuring the new AdaptivIQ technology which allows for self-adjusting capabilities to improve performance in various environmental conditions [1][2][3] Product Features - The LCN Senior Swing is designed for durability and efficiency, providing consistent operation in high-traffic areas such as healthcare and offices, with reduced maintenance needs [2][3] - The combination of AdaptivIQ and Smart Power Boost technologies enables real-time adjustments to external factors like wind and HVAC pressure, enhancing user experience and safety [3] - The new control box includes 23 customizable user settings, an intuitive LCD screen, self-calibration, and real-time diagnostics, making it user-friendly for both installers and end-users [3][4] Customer Benefits - Existing customers can upgrade their current Senior Swing operators with new motor gearboxes and control boxes to access the latest features [4] - The enhancements aim to exceed customer expectations by providing customizable and reliable operation throughout the year [4] Industry Context - Allegion is recognized as a leader in security solutions, with a diverse portfolio that includes various brands and products aimed at enhancing safety and access control [6]

Core Insights - Schlage has launched the Refined Finishes Collection, featuring three new finishes designed to enhance interior spaces with understated elegance [1][2][3] Product Details - The collection includes three finishes: Matte White, Forest Shadow, and Golden Bronze, each crafted to complement Schlage's modern design forms [3][8] - The finishes are designed to provide a smooth, understated aesthetic that integrates seamlessly with various interior styles [2][4] Functionality and Installation - The Refined Finishes Collection offers versatile functionality, allowing for both non-locking and locking options, making it suitable for different types of doors [4] - Installation is designed to be quick and straightforward, enabling homeowners to upgrade their spaces without professional tools [4] Brand Recognition - Schlage has been recognized as America's Most Trusted Door Lockset Brand according to a study by Lifestory Research, highlighting the brand's strong reputation in the market [7]

Core Insights - Allegion US, along with its brands Zentra and Gatewise, is showcasing new wallet-based access control solutions at OPTECH 2025, enhancing security and convenience for multifamily properties [1][2] - The integration of Apple and Google Wallet with Schlage XE360 smart locks allows residents to access gates and amenities effortlessly using their smartphones or smartwatches [2][6] - The new technology aims to provide seamless entry even on low battery devices, ensuring reliability and preventing lockouts [6] Company Developments - Allegion's acquisition of Gatewise enhances its strategy to unify perimeter and in-unit access for multifamily properties, promoting operational excellence [2] - Zentra is recognized as the first provider to integrate resident key functionality into Google Wallet, setting a new standard in mobile access [1][8] Event Highlights - OPTECH 2025 will feature live demonstrations of the new access control solutions at booths 123 and 127, taking place from November 17-19 at MGM Grand, Las Vegas [1] - Attendees are invited to a networking event featuring industry leaders and access control innovations on the evening of November 17 [3] Promotional Activities - OPTECH attendees can enter a sweepstakes for a chance to win an Access Control Overhaul prize package valued at $20,000, aimed at modernizing security for multifamily properties [4]