Scoreboard / ALLE
Allegion plc ALLE
Week of October 15 to October 22, 2026 · Updated October 23, 2026
Setup Snapshot
The Setup in One Card
How ALLE scored, how it moved against the market, and the catalyst behind the move. A high score means the stock deserves research time, not that it is a buy.
Friday Five Score
Weekly Rank
02 of 5
Sector Trend
Slippingdown 0.7 percent
Actionability
News Spike
Catalyst
Beat and RaiseAdjusted earnings of 2.60 dollars beat a 2.50 dollar consensus with the adjusted operating margin up to 24.7 percent, and full year guidance raised
Returns are measured from the Thursday, October 15 close to the Thursday, October 22 close. Benchmarks: S&P 500 -1.0% and Nasdaq Composite -2.6% for the week. Benchmark figures are official index closes; sector figures use SPDR sector ETF closes because the official S&P sector index closes for this window were not yet published at press time.
Why It Moved
The Story Behind the Move
Catalyst
On October 22 Allegion reported third quarter revenue of 1,172.6 million dollars, up 9.6 percent and 7.2 percent organically, adjusted earnings of 2.60 dollars a share against a 2.50 dollar consensus, and an adjusted operating margin of 24.7 percent against 24.1 a year earlier. Americas revenue grew 11.7 percent reported and 9.1 percent organically on double digit organic growth in non residential. Full year adjusted earnings guidance was raised to 9.05 to 9.10 dollars.
Why It Mattered
The growth sits where it is hardest to fake. Non residential construction hardware is specified into a building design months before it ships, so a strong quarter reports on decisions already made. The margin confirms it: 24.7 percent from 24.1 on 7.2 percent organic growth means price and volume arrived together, which almost nothing else in this issue managed.
Risk Note
International organic revenue fell 0.2 percent, so one region carries the whole company. And a full year organic guide of 5.0 to 6.0 percent set after a 7.2 percent quarter is management saying the fourth quarter decelerates. The uncomfortable part is that non residential includes data centre construction, which is the exact spending the market spent this week repricing.
Reader Takeaway
A guidance raise and a decelerating guide can be the same sentence. Compare the full year range to the quarter that just printed before deciding what was raised.
Continue the Research
Put ALLE Back in Context
The stock page is one piece of the weekly research. Continue with the original issue, the full public ranking, or the method behind the analysis.
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