TORVANTA
Industrials · S&P 500 · data as of 2026-10-05

ALLE stock analysis: Allegion

Allegion (ALLE) is an S&P 500 company in Building Products.

The model's view of ALLE · subscribers

Where ALLE ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with ALLE · updated 2026-10-05 · from prices and SEC filings

ALLE price performance

ALLE against the S&P 500, one year
-20%+0%+20%S&P 500 +18%ALLE -11%2025-09-292026-10-05
Year to date-2.4%S&P 500 +14.5% · behind by 16.9 pts
1 year-12.0%S&P 500 +17.0% · behind by 29.1 pts
3 years+56.3%S&P 500 +89.3% · behind by 33.0 pts
5 years+27.7%S&P 500 +91.3% · behind by 63.6 pts

Total returns with dividends reinvested.

ALLE factor grades

Each grade compares ALLE with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

B-ValueP/E 20.1x (industry 24.3x)FCF yield 5.1% (industry 5.2%)
CGrowthRevenue growth +11% (industry +0%)EPS growth +6% (industry +2%)
BProfitabilityOperating margin 20.8% (industry 17.5%)ROIC 19.4% (industry 22.5%)
B-Momentum12-month change -12%From 52-wk high -14%

ALLE in plain numbers

ALLE key statistics

SectorIndustrials
IndustryBuilding Products
IndexS&P 500
Market value$13.1B
Revenue growth (y/y)+11%
Free-cash-flow yield5.1%
Dividend yield1.4%
Next earnings (expected)2026-10-22
Valuation measures
Market value$13.1B
Enterprise value$14.8B
P/E (trailing)20.1x
Forward P/E (Torvanta estimate)19.4x
PEG (Torvanta estimate)4.91
Price / sales3.0x
Price / book6.2x
EV / revenue3.4x
EV / EBITDA14.3x
Financial highlights
Revenue, last 12 months$4.3B
Net income, last 12 months$658.6M
EPS, last 12 months (GAAP)$7.63
Gross margin44.8%
Operating margin20.8%
Net margin15.4%
Return on equity33.7%
Return on invested capital19.4%
Cash$320.6M
Total debt$2.0B
Debt / equity0.96x
Free cash flow, last 12 months$671.1M
Interest cover8.9x
Current ratio1.93x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

ALLE earnings trends

Revenue vs earnings
$0$287.9M$575.8M$863.6M$1.2BSep 2024 Revenue: $1.0BDec 2024 Revenue: $945.6MMar 2025 Revenue: $941.9MJun 2025 Revenue: $1.0BSep 2025 Revenue: $1.1BDec 2025 Revenue: $1.0BMar 2026 Revenue: $1.0BJun 2026 Revenue: $1.2BSep 2024 Net income: $174.2MDec 2024 Net income: $144.1MMar 2025 Net income: $148.2MJun 2025 Net income: $159.7MSep 2025 Net income: $188.4MDec 2025 Net income: $147.5MMar 2026 Net income: $138.1MJun 2026 Net income: $184.6MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 18.0%Net margin: 15.2%Net margin: 15.7%Net margin: 15.6%Net margin: 17.6%Net margin: 14.3%Net margin: 13.4%Net margin: 16.0%0%9%18%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.6$1.1$1.6$2.2Sep 2024 EPS (GAAP, diluted): $2.0Dec 2024 EPS (GAAP, diluted): $1.7Mar 2025 EPS (GAAP, diluted): $1.7Jun 2025 EPS (GAAP, diluted): $1.9Sep 2025 EPS (GAAP, diluted): $2.2Dec 2025 EPS (GAAP, diluted): $1.7Mar 2026 EPS (GAAP, diluted): $1.6Jun 2026 EPS (GAAP, diluted): $2.2Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 +10% · Dec 2025 +3% · Mar 2026 -7% · Jun 2026 +16%

From the company's 10-Q and 10-K filings with the SEC.

Allegion financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$2.9B$3.3B$3.7B$3.8B$4.1B
Net income$483.0M$458.0M$540.4M$597.5M$643.8M
EPS (GAAP)$5.34$5.19$6.12$6.83$7.45
Free cash flow$443.2M$395.5M$516.4M$582.9M$685.7M

ALLE earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-07-23$2.15+16%+13%+10.7%
2026-04-28$1.59-7%+10%-6.9%
2026-02-17$1.71+3%+9%-10.1%
2025-10-23$2.18+10%+11%-6.1%
2025-07-24$1.85+5%+6%+6.7%
2025-04-24$1.71+21%+5%+5.1%

About Allegion

HeadquartersDublin 7
Industry (SEC code)Services-Detective, Guard & Armored Car Services
Fiscal year endsDecember 31
Incorporated inIreland
Listed onNYSE

From the company's SEC registration record.

Companies similar to ALLE

CompanyMarket valueP/ERevenue growthOperating margin12-month change
ALLE Allegion$13.1B20.1x+11%20.8%-12%
LII Lennox International$12.6B16.3x-2%19.5%-34%compare
MAS Masco$13.8B17.0x-0%16.6%-1%compare
AOS A. O. Smith$7.9B15.8x+0%17.5%-21%compare
BLDR Builders FirstSource$6.0B60.5x-9%3.0%-57%
CARR Carrier Global$46.3B36.4x-5%8.2%-5%
JCI Johnson Controls$95.7B28.4x+15%n/a+46%

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Frequently asked questions

Is ALLE stock a buy?

Torvanta does not tell individuals what to buy. Its grades for ALLE are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is ALLE's P/E ratio?

ALLE trades at about 20.1 times its last 12 months of GAAP earnings reported to the SEC, and about 19.4 times Torvanta's own estimate of the next 12 months.

When does ALLE report earnings next?

Based on its filing history, Torvanta expects Allegion to report around 2026-10-22.

Does ALLE pay a dividend?

Yes. Its dividend yield is about 1.4%, and it has raised its dividend 11 years in a row.

How has ALLE performed against the S&P 500?

Over the past year ALLE returned -12.0%, against +17.0% for the S&P 500, dividends reinvested.

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Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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