Allegion Stock: Is ALLE Outperforming the Industrial Sector?

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].