AI-extracted from the 10-Q filed 2026-10-22 — Q3 FY2026 (quarter ended September 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Allegion's third-quarter net revenues rose 9.6% to $1,172.6M on pricing (+3.8%) and volume (+3.4%), with operating margin expanding to 24.3% from 21.8%, aided by a $19.9M IEEPA tariff refund benefit.
Biggest Revenue Drivers
Products$1,098.8M
Tangible product sales; services and software were $73.8M.
Biggest Revenue Drivers
Total revenue: $1,172.6M+9.6% YoY
Products$1,098.8M
Tangible product sales; services and software were $73.8M.
Largest Expense Items
Cost of goods sold$624.4M53.2% of revenue vs. 54.3% prior year
Margin improvement reflected pricing and productivity in excess of inflation, tariff refunds and favorable volume/mix.
Selling and administrative expenses$263.6M22.5% of revenue vs. 23.9% prior year
Leverage on higher revenue; acquisition, integration and restructuring expenses were $1.6M higher in operating income bridge.
Margins: Operating margin rose to 24.3% from 21.8%, driven by tariff refunds, pricing and productivity in excess of inflation and investment spending, and favorable volume/product mix. Unfavorable FX and higher acquisition/integration/restructuring expenses partially offset these gains.
Watch Items from the Filing
International segment operating margin fell to 7.5% from 8.7% on lower volumes in Western Europe and unfavorable volume/product mix.
Q3 operating income includes a one-time $19.9M benefit from IEEPA tariff refunds; management says future refunds are not expected to be material.
Effective tax rate rose to 17.5% from 9.8%, reflecting unfavorable mix of income in higher-tax jurisdictions and prior-year discrete benefits.
Approximately 20-25% of cost of goods sold is sourced from Mexico, exposing the company to evolving global tariff policy.
Approximately 88% of total outstanding indebtedness carries fixed-rate interest, limiting exposure to rising variable rates.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
8 transactions in ALLE reported by 4 members of Congress under the STOCK Act, most recent trade Oct 31, 2025. Reported transactions, not recommendations.
About Allegion plc (ALLE): stock profile, AI score and financials
Allegion plc (ALLE) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores ALLE at 66.6/100 on a composite quality score built from its SEC filings, placing it at rank #397 of 2,925 stocks — the top 25% of the AI-ranked universe. Based on the latest XBRL financial filings (Q3 2026), Allegion plc reports quarterly revenue of $1.2B, net income of $220.9M, an operating margin of 24.3%. Top institutional holders of ALLE by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. ALLE trades on the NYSE exchange and files with the SEC under CIK 1579241. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ALLE daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Allegion plc directly from SEC EDGAR.