Allegion plc — Form 8-K
Filed July 23, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
Allegion reported Q2 2026 revenue of $1,151.5M (up 12.7% reported, 6.9% organic) and adjusted EPS of $2.40 (up 17.6%). The company raised full-year 2026 organic growth guidance to 3.5%–4.5% and adjusted EPS guidance to $8.85–$9.00. Americas segment drove growth with 8.9% organic revenue increase and 30.1% adjusted operating margin (up 20 bps). International segment declined 1.2% organically due to weak European demand, with adjusted margin down 70 bps to 12.4%. Share repurchases totaled $120M in Q2; year-to-date operating cash flow was $299.7M.
Why this rating
Solid organic growth (6.9%), margin expansion, and guidance raise are constructive. However, relative to $12.3B market cap, the ~$1.15B quarterly revenue and moderate guidance increases represent ordinary strong performance, not a trajectory shift. International weakness and Q1 ERP disruption recovery are offsetting factors.
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