Lockmaker Allegion beats Q3 revenue estimates; lifts annual rev growth outlook

Reuters
Oct 23
Lockmaker Allegion beats Q3 revenue estimates; lifts annual rev growth outlook

Overview

  • Allegion Q3 revenue grows 10.7% yr/yr, beating analyst expectations

  • Adjusted EPS for Q3 beats consensus, rising 6.5% yr/yr

  • Company raises full-year revenue and EPS outlook, citing strong Americas performance

Outlook

  • Allegion raises 2025 full-year revenue growth outlook to 7.0%-8.0%

  • Company maintains 2025 organic growth outlook at 3.5%-4.5%

  • Allegion raises 2025 full-year EPS outlook to $7.45-$7.55

Result Drivers

  • AMERICAS NON-RESIDENTIAL - Strong performance in the Americas non-residential segment driven by price realization and volume growth

  • ACQUISITIONS AND CURRENCY - Revenue growth supported by acquisitions and a positive foreign currency impact

  • INTERNATIONAL SEGMENT - International segment revenue growth driven by acquisitions and currency tailwinds

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Beat

$1.07 bln

$1.04 bln (9 Analysts)

Q3 Adjusted EPS

Beat

$2.30

$2.21 (10 Analysts)

Q3 EPS

$2.18

Q3 Adjusted Net Income

Beat

$198.70 mln

$191.42 mln (7 Analysts)

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 7 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the communications & networking peer group is "buy"

  • Wall Street's median 12-month price target for Allegion PLC is $185.00, about 3% above its October 21 closing price of $179.47

  • The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 18 three months ago

Press Release: ID:nBw2qMcyMa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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