Allegion (ALLE) Earnings Growth And 15.8% Margin Reinforce Steady Profit Narrative

Simply Wall St.02-18 09:26

AdvertisementAllegion FY 2025 Earnings Snapshot Allegion (ALLE) has wrapped up FY 2025 with fourth quarter revenue of US$1.03b and basic EPS of US$1.71, while trailing twelve month figures sit at US$...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2612492490?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/3031000-choice2-main-header/1585186655644","is_english":true,"pubTime":"2026-02-18 09:26","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2612492490","market":"nz","top_or_hot":-1,"title":"Allegion (ALLE) Earnings Growth And 15.8% Margin Reinforce Steady Profit Narrative","media":"Simply Wall St.","content":"<div>\n<p>AdvertisementAllegion FY 2025 Earnings Snapshot Allegion (ALLE) has wrapped up FY 2025 with fourth quarter revenue of US$1.03b and basic EPS of US$1.71, while trailing twelve month figures sit at US$...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nyse-alle/allegion/news/allegion-alle-earnings-growth-and-158-margin-reinforce-stead\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Allegion (ALLE) Earnings Growth And 15.8% Margin Reinforce Steady Profit Narrative</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAllegion (ALLE) Earnings Growth And 15.8% Margin Reinforce Steady Profit Narrative\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-18 09:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/capital-goods/nyse-alle/allegion/news/allegion-alle-earnings-growth-and-158-margin-reinforce-stead><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AdvertisementAllegion FY 2025 Earnings Snapshot Allegion (ALLE) has wrapped up FY 2025 with fourth quarter revenue of US$1.03b and basic EPS of US$1.71, while trailing twelve month figures sit at US$...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nyse-alle/allegion/news/allegion-alle-earnings-growth-and-158-margin-reinforce-stead\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ALLE","symbol_name":"Allegion PLC","start_time":0,"source_url":"https://simplywall.st/stocks/us/capital-goods/nyse-alle/allegion/news/allegion-alle-earnings-growth-and-158-margin-reinforce-stead","article_id":"2612492490","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/3031000-choice2-main-header/1585186655644"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/capital-goods/nyse-alle/allegion/news/allegion-alle-earnings-growth-and-158-margin-reinforce-stead","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2612492490","pubTimestamp":1771378009,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Allegion FY 2025 Earnings Snapshot\nAllegion (ALLE) has wrapped up FY 2025 with fourth quarter revenue of US$1.03b and basic EPS of US$1.71, while trailing twelve month figures sit at US$4.07b in revenue and EPS of US$7.48, giving investors a clear view of the latest run rate. Over the past few quarters the company has seen revenue move from US$945.6m in Q4 2024 to above US$1b in several 2025 quarters. Quarterly EPS has ranged between roughly US$1.66 and US$2.19 over this period, supported by...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"ALLE":"Allegion PLC"},"translate_title":"Allegion(ALLE)盈利增长和15.8%的利润率强化了稳定的利润叙事","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ALLE":1.5},"content_text":"AdvertisementAllegion FY 2025 Earnings Snapshot Allegion (ALLE) has wrapped up FY 2025 with fourth quarter revenue of US$1.03b and basic EPS of US$1.71, while trailing twelve month figures sit at US$4.07b in revenue and EPS of US$7.48, giving investors a clear view of the latest run rate. Over the past few quarters the company has seen revenue move from US$945.6m in Q4 2024 to above US$1b in several 2025 quarters. Quarterly EPS has ranged between roughly US$1.66 and US$2.19 over this period, supported by a trailing net profit margin of 15.8%. For investors, that margin profile is likely to be a focal point as they weigh how durable Allegion's earnings power looks heading into the next phase. See our full analysis for Allegion. With the headline numbers on the table, the next step is to see how this earnings run rate lines up against the widely held narratives around Allegion's growth potential and risk profile. See what the community is saying about Allegion NYSE:ALLE Earnings & Revenue History as at Feb 2026 7.7% Earnings Growth Backs Profit Story  Over the last 12 months, Allegion earned US$643.8 million on US$4.07b of revenue, with earnings up 7.7% and a net margin of 15.8% that is reported as unchanged from last year. Consensus narrative highlights growth in smart and connected security and recurring software revenue, and the current numbers give that some support but also limits:\n     Trailing EPS of US$7.48 and a consistent 15.8% net margin align with the idea of stable, higher margin products. Forecast earnings growth of about 5.6% a year indicates expectations are for steadier, not rapid, expansion. Revenue is expected to grow around 5.6% annually, which the inputs say is below broader US market growth. While higher tech offerings help, the scale of the business still ties results closely to more traditional construction cycles.    Valuation Sits Between P/E And DCF Signals  Allegion trades on a P/E of 21.7x, below the US Building industry average of 23.1x and well below the 45.8x peer average, while the DCF fair value in the inputs is US$137.68 against a share price of US$162.67. Bulls point to the P/E discount and earnings track record, while bears focus on the DCF gap, and the data gives both sides talking points:\n     Supporters can reference 7.7% earnings growth on a trailing basis and 5.6% expected annual earnings growth alongside a P/E below industry and peer averages, which suggests investors are not paying the highest multiples for that profile. Skeptics can point out that the share price of US$162.67 sits above the US$137.68 DCF fair value and that an analyst target of US$181.27 is only modestly higher. Together, these figures indicate that some valuation metrics are tighter than the past growth might suggest.    Have a look at how other investors weigh those trade offs in their full narratives for Allegion, and see how they connect these numbers to a long term thesis. 🐂 Allegion Bull Case High Debt And Nonresidential Dependence Add Risk  The risk summary flags Allegion as having a high level of debt, and the consensus narrative also calls out heavy reliance on nonresidential cycles and weaker international and residential demand as key watchpoints. Bears focus on these balance sheet and cycle sensitivities, and the recent figures add detail to those concerns:\n     Nonresidential and institutional demand are described as key drivers for recent performance, so the US$4.07b of trailing revenue and US$643.8 million of earnings are tightly linked to sectors that can slow if construction activity eases. International weakness and slower mechanical product growth are already mentioned in the consensus narrative. Even with a steady 15.8% net margin, the path to the forecast US$825.7 million of earnings by 2028 depends on these areas not weighing too heavily on overall results.    If you want to see how cautious investors frame those balance sheet and cycle risks against the current results, the detailed bear case on Allegion lays it out clearly. 🐻 Allegion Bear Case Next Steps To see how these results tie into long-term growth, risks, and valuation, check out the full range of community narratives for Allegion on Simply Wall St. Add the company to your watchlist or portfolio so you'll be alerted when the story evolves. If this mix of strengths and concerns feels balanced but unresolved, it is worth moving quickly to review the full picture for yourself. You can weigh the trade off between potential upside and the flagged issues by checking out the 4 key rewards and 1 important warning sign. See What Else Is Out There Allegion's high debt, reliance on nonresidential cycles and a share price above the DCF fair value all point to elevated risk for more cautious investors. If those pressure points make you uneasy, take a moment to compare this profile with 81 resilient stocks with low risk scores, where you can quickly zero in on companies built around steadier risk characteristics.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2612492490","isCrawlerRequest":true}