Allegion plc (ALLE) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Allegion published the results on October 22, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Allegion reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Q3 2026 GAAP results include IEEPA tariff refunds that added $19.9 million to operating income and $0.9 million to interest income. Allegion excludes them from adjusted operating income and adjusted EPS.

Source: Allegion Q3 2026 results, October 22, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Allegion splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Allegion's Allegion Americas revenue was $942 million in Q3 2026, up 12% from $844 million in Q3 2025, 80% of total revenue.
• Allegion's Allegion International revenue was $230 million in Q3 2026, up 2% from $226 million in Q3 2025, 20% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release, Allegion said:

“The company is raising its full-year 2026 reported revenue growth outlook to a range of 9.5% to 10.5% and is raising its organic growth outlook to a range of 5.0% to 6.0%, after excluding the expected impacts of acquisitions, divestitures and foreign currency movements.”

“The company is raising the outlook for full-year 2026 adjusted EPS to be in the range of $9.05 to $9.10.”

“The company is updating the outlook for full-year 2026 reported EPS and expects it to be in the range of $8.35 to $8.40.”

“The company continues to expect full-year available cash flow to be 85% to 95% of adjusted net income.”

Source: Allegion Q3 2026 release, Oct 22, 2026.

This is the company's own guidance as of Oct 22, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the ALLE forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP net revenues and diluted EPS, each as first reported in that quarter's release.

We do not hold a confirmed date for Allegion's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 22, 2026

Allegion makes locks, door closers, exit devices, steel doors and frames, and access control systems, under brands including Schlage, Von Duprin, LCN, CISA and SimonsVoss. It reports two segments. In Q3 2026 Allegion Americas brought in $942.4 million of the $1,172.6 million total and Allegion International $230.2 million. (Allegion Q3 2026 release, Oct 22, 2026; Allegion Form 10-K, 2025, Feb 17, 2026)

Allegion's net revenues rose 9.6%, or 7.2% organically, a measure that leaves out deals and currency. Allegion attributes the organic increase to volume growth and price realization. Acquisitions and divestitures added a net 2.6%, and foreign currency was a 0.2% headwind. (Allegion Q3 2026 release, Oct 22, 2026)

Americas revenue rose 11.7%, or 9.1% organically. The non-residential business grew low-double digits organically on volume and price, and the residential business grew mid-single digits on price. International revenue rose 1.8% but fell 0.2% organically, as volume declines more than offset favorable pricing. (Allegion Q3 2026 release, Oct 22, 2026)

Almost all of the revenue is from products: $1,098.8 million, against $73.8 million from services and software. Allegion has kept buying businesses that land in the Americas segment: Door Components, Inc. in March 2026 for about $69.3 million net of cash, and Overly Door Company on October 2, 2026, for about $88.7 million. (Allegion Form 10-Q, Q3 2026, Oct 22, 2026)

Allegion earned $2.59 per diluted share on a GAAP basis in Q3 2026, up 18.8% from $2.18. Adjusted EPS was $2.60, up 13.0% from $2.30. Adjustments came to only $0.01 per share this quarter because the tariff refund benefit offset most of the usual items. (Allegion Q3 2026 release, Oct 22, 2026)

Allegion's adjustments to operating income were $8.0 million of restructuring charges and acquisition and integration expenses and $17.0 million of amortization of acquired intangible assets, partly offset by $19.9 million of tariff refunds. Pre-tax adjustments also removed a $4.1 million net gain on non-operating investments and $0.9 million of tariff-refund interest income. (Allegion Q3 2026 release, Oct 22, 2026)

The effective tax rate was 17.5%, against 9.8% a year earlier, and the adjusted rate was 17.5% against 14.9%. Diluted shares fell to 85.2 million from 86.5 million. Allegion repurchased about 0.8 million shares for about $120 million in the quarter and paid dividends of $0.55 per share, about $46 million. (Allegion Q3 2026 release, Oct 22, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Allegion gives a full-year outlook in each release and raised it with Q3 2026 results. It now expects 2026 reported revenue growth of 9.5% to 10.5%, organic growth of 5.0% to 6.0%, adjusted EPS of $9.05 to $9.10 and reported EPS of $8.35 to $8.40. (Allegion Q3 2026 release, Oct 22, 2026)

The gap between the two EPS ranges is about $0.60 per share of acquisition-related amortization and $0.28 per share of restructuring, M&A and other adjustments, partly offset by a $0.18 per share benefit from tariff refunds. The outlook assumes an adjusted effective tax rate of about 18% to 19% and about 85.6 million average diluted shares, and available cash flow of 85% to 95% of adjusted net income. (Allegion Q3 2026 release, Oct 22, 2026)

A consensus figure is the average of the models published by the analysts who cover Allegion, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Allegion's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning ALLE is on is ALLE a buy or a sell?, what analysts expect next is on the ALLE forecast, and what the company does is on the Allegion plc (ALLE) stock page.

Every number on this page can be traced to a document Allegion published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.