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Allegion plc's published Hold conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $12.8B | |
|---|---|---|
| P/E (forward) | 15.9x |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $2.87B | $3.27B | $3.65B | $3.77B | $4.07B | +9.1% |
| Gross profit | $1.20B | $1.32B | $1.58B | $1.67B | $1.84B | +11.1% |
| Operating income | $530.2M | $586.4M | $708.4M | $780.7M | $859.5M | +12.8% |
| Net income | $483.0M | $458.0M | $540.4M | $597.5M | $643.8M | +7.4% |
| EPS (diluted) | $5.34 | $5.19 | $6.12 | $6.82 | $7.44 | +8.6% |
| EBITDA | $657.3M | $688.3M | $821.9M | $916.9M | $1.00B | +11.1% |
| R&D | $73.3M | $74.5M | $101.9M | $112.7M | $132.0M | +15.8% |
| SG&A | $674.7M | $736.0M | $865.6M | $887.8M | $978.8M | +9.7% |
Recent company headlines from major financial publishers.
The Base scenario reflects Allegion's steady compounding trajectory. Americas non-residential specification leadership and Grade 1 replacement demand sustain pricing power, offsetting cyclical commercial non-residential moderation. Consolidated revenue grows between 4.5% and 5.5% annually, operating margins expand toward 22.8% by 2030, and free cash flow conversion tracks management's 85% to 95% target.
Under the Bull path, secular conversion to electronic access accelerates across both commercial institutional and residential markets, lifting organic revenue growth well above baseline rates. Americas specification win rates remain robust while specialized door solutions in hyperscale data centers expand rapidly. International restructuring exceeds expectations, restoring European operating margins substantially and driving strong EPS expansion.
| Ke ↓ / g → | 1.5% | 2.0% | 2.5% | 3.0% | 3.5% |
|---|---|---|---|---|---|
| 7.7% | $163 | $172 | $183 | $196 | $213 |
| 8.2% | $152 | $160 | $169 | $179 | $193 |
| 8.7% | $143 | $149 | $157 | $165 | $176 |
| 9.2% | $135 | $140 | $146 | $154 | $162 |
| 9.7% | $127 | $132 | $137 | $144 | $151 |
Upcoming earnings date and setup when available.
每月发布的研究版本所给出的评级。评级比较分析日的价格与公允价值,并不记录判断是否正确。
| 年份 | 1月 | 2月 | 3月 | 4月 | 5月 | 6月 | 7月 | 8月 | 9月 | 10月 | 11月 | 12月 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |