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Allegion: Solid Foundation, But Moderate Growth And Rising Uncertainty Signal Caution
Seeking Alpha· 2025-04-29 14:33
As Allegion (NYSE: ALLE ) entered 2025, its topline experienced single-digit growth, despite weakness in the international segment; The demand environment remains stable in the Americas segment due to strength in the non-residential end market. I expect the Americas segment to continue toAs a finance enthusiast with experience in research, I am deeply engaged in studying diverse businesses, especially in the technology, industrial, and conglomerate sectors. I really like companies that have strong foundatio ...
These Analysts Increase Their Forecasts On Allegion After Upbeat Results
Benzinga· 2025-04-25 23:40
Allegion plc ALLE reported better-than-expected results for the first quarter on Friday.The company posted quarterly earnings of $1.86 per share which beat the analyst consensus estimate of $1.67 per share. The company reported quarterly sales of $941.90 million which beat the analyst consensus estimate of $919.64 million.Allegion affirmed its FY2025 adjusted EPS guidance of $7.65-$7.85 and affirmed revenue growth guidance of 1% to 3%.“Allegion is off to a strong start in 2025. I’m proud of our team’s execu ...
Allegion(ALLE) - 2025 Q1 - Earnings Call Transcript
2025-04-25 04:01
Allegion (ALLE) Q1 2025 Earnings Call April 24, 2025 04:01 PM ET Company Participants Josh Pokrzywinski - Vice President of Investor RelationsJohn Stone - President & CEOMike Wagnes - Senior Vice President and Chief Financial OfficerJoe Ritchie - Managing DirectorJeffrey Sprague - Founder and Managing PartnerJoseph O'Dea - Managing DirectorBrett Linzey - Executive DirectorChris Snyder - Executive DirectorAndrew Obin - MD - Equity Research Conference Call Participants Timothy Wojs - Senior Research AnalystJu ...
Here's Why This Door Technology Company's Stock Surged Today
The Motley Fool· 2025-04-25 00:14
Locks and access door company Allegion (ALLE 9.60%) stock had risen by 10.3% at 11 a.m. ET. The move comes after its first-quarter earnings report was released this morning. Here's what happened and why the stock looks like a great value.Allegion safely deliversIt's no secret that the residential housing market is under pressure from relatively high interest rates. The tariff turmoil threatens nearly all manufacturers, and they may be unable to pass on increased supply chain costs. There's also the threat o ...
Allegion's Q1 Earnings & Revenues Surpass Estimates, Increase Y/Y
ZACKS· 2025-04-25 00:00
Allegion plc’s (ALLE) first-quarter 2025 adjusted earnings of $1.86 per share beat the Zacks Consensus Estimate of $1.68. The bottom line increased 20% year over year. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)ALLE’s Revenue DetailsAllegion’s revenues were $941.9 million, which increased 5.4% year over year. Organic revenues increased 4%, driven by solid momentum in the non-residential business in the Americas region. Revenues beat the Zacks Consensus Estimate of $932 million. ...
Allegion (ALLE) Q1 Earnings and Revenues Top Estimates
ZACKS· 2025-04-24 20:10
Allegion (ALLE) came out with quarterly earnings of $1.86 per share, beating the Zacks Consensus Estimate of $1.68 per share. This compares to earnings of $1.55 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 10.71%. A quarter ago, it was expected that this security device maker would post earnings of $1.74 per share when it actually produced earnings of $1.86, delivering a surprise of 6.90%.Over the last four quarters, the co ...
Allegion(ALLE) - 2025 Q1 - Quarterly Report
2025-04-24 18:02
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q _______________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-35971 ALLEGION PUBLIC LIMITED COMPANY (Exact name of registrant as specified in its cha ...
Allegion(ALLE) - 2025 Q1 - Quarterly Results
2025-04-24 18:01
Allegion (NYSE: ALLE) Reports Q1-2025 Financial Results Solid execution drives strong margin expansion and operating leverage Quarterly Financial Highlights (All comparisons against the first quarter of 2024, unless otherwise noted) DUBLIN (April 24, 2025) – Allegion plc (NYSE: ALLE), a leading global security products and solutions provider, today reported financial results for its first quarter (ended March 31, 2025). First-quarter 2025 operating income was $196.4 million, an increase of $24.3 million or ...
Allegion Gears Up to Post Q1 Earnings: Here's What to Expect
ZACKS· 2025-04-21 23:25
Allegion plc (ALLE) is scheduled to release first-quarter 2025 results on April 24, before market open.The Zacks Consensus Estimate for ALLE’s first-quarter revenues is pegged at $931.6 million, indicating growth of 4.2% from the prior-year quarter’s figure. The consensus mark for earnings is pinned at $1.68 per share, which has remained steady in the past 30 days. The figure indicates growth of 8.4% from the year-ago quarter's figure.The company delivered better-than-expected results in each of the trailin ...
Reasons Why Allegion Stock Should be in Your Portfolio Now
ZACKS· 2025-04-08 01:20
文章核心观点 - 安朗杰公司(Allegion plc)有望从业务实力、卓越运营、增值收购和股东友好政策中受益,公司专注于投资增长机会并加强长期市场地位,目前Zacks评级为2(买入) [1] 业务实力 - 公司各业务板块发展势头强劲,美洲业务板块受非住宅业务中教育、医疗、政府、酒店和零售等终端市场稳定需求推动,住宅和非住宅产品需求增加也带来积极影响,2024年第四季度该板块收入同比增长6.4% [2] - 国际业务板块受益于人们对人员和基础设施安全意识提高带来的电子安全产品需求增加,2024年第四季度该板块收入同比增长1.5% [3] - 2025年公司预计美洲业务板块收入将实现低个位数至中个位数增长,国际业务板块收入将与去年持平 [3] 增值收购 - 2025年4月公司通过子公司收购Trimco Hardware及其品牌和资产,其专业解决方案和创新能力将助力公司提升门和门框产品组合 [4] - 2024年6月公司收购Krieger Specialty Products和Unicel Architectural Corp,分别加强了门和门框产品组合以及非住宅业务产品组合,两家公司均并入美洲业务板块 [5] - 2025年2月公司达成收购Lemaar Pty Ltd协议,预计将提升公司在澳大利亚的安全和无障碍产品组合,第四季度收购使公司销售额提升2% [6] 股价表现 - 过去三个月公司股价下跌3.7%,而行业下跌11.7%;过去两年公司股价飙升23.2%,高于行业9.1%的涨幅 [7] 股东回报 - 2024年公司支付股息1.669亿美元,同比增长5.2%,并回购股票2.2亿美元 [10] - 截至2024年底,公司在2023年批准的计划下还有2.4亿美元股票待回购;2025年2月公司宣布季度股息率上调6%,目前为每股51美分 [11] 盈利预测调整 - Zacks对公司2025年每股收益的共识预测为7.73美元,较60天前增长1.6%;对2026年每股收益的共识预测为8.15美元,同期增长5.1% [11] 其他优质股票 - ADT Inc.目前Zacks评级为2,过去四个季度平均盈利惊喜为6.3%,过去60天对其2025年盈利的共识预测增长1.2% [12] - 艾默生电气公司(Emerson Electric Co.)目前Zacks评级为2,过去四个季度平均盈利惊喜为4.3%,过去60天对其2025财年(截至2025年9月)盈利的共识预测提高1% [12][13] - AZZ Inc.目前Zacks评级为2,过去四个季度平均盈利惊喜为15.2%,过去60天对其2025财年(截至2025年2月)盈利的共识预测下降1.3% [13]