Every material Form 8-K Allegion has filed with the SEC since May 20, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Allegion reported third-quarter 2026 revenue of $1,172.6 million, up 9.6%, and diluted EPS of $2.59, up from $2.18 a year earlier. The company raised its full-year 2026 adjusted EPS outlook to $9.05 to $9.10 and its reported revenue growth outlook to 9.5% to 10.5%, which shareholders can use to gauge the company's expected earnings for the year.
Q3 2026 diluted EPS was $2.59 versus $2.18; adjusted EPS was $2.60, up 13.0%
Q3 organic revenue rose 7.2%, led by the Americas region, where adjusted operating margin reached 30.1%
International segment organic revenue fell 0.2% and its adjusted operating margin declined to 13.9%
In Q3 the company repurchased about 0.8 million shares for about $120 million and paid dividends of about $46 million
Allegion plc said its International president, Tim Eckersley, will retire effective December 31, 2026, after a 40-year career. The board appointed Serge Zappone, currently Allegion APAC general manager, as President, International and Senior Vice President effective January 1, 2027, reporting to CEO John H. Stone. The filing describes an orderly handover, with Eckersley leading the segment through 2026.
Tim Eckersley to step down as President, International and retire effective December 31, 2026
Serge Zappone appointed to succeed him effective January 1, 2027, reporting to CEO John H. Stone
Eckersley will remain in charge of Allegion International through 2026 and work with Zappone on the transition
Zappone joined Allegion in 2020 and has more than 30 years of building products industry experience
Allegion reported second-quarter 2026 net revenues of $1.15 billion, up 12.7%, with GAAP diluted EPS of $2.15, up from $1.85, and adjusted EPS of $2.40, up 17.6%. The company raised its full-year 2026 adjusted EPS outlook to $8.85 to $9.00 and its reported revenue growth outlook to 7.5% to 8.5%.
Q2 2026 organic revenue grew 6.9%; the Americas segment's organic growth was 8.9%, while International's organic revenue fell 1.2% on weaker European demand.
Adjusted operating margin was 24.2%, up from 23.7%; the International segment's adjusted operating margin fell 70 basis points to 12.4%.
Year-to-date available cash flow was $260.8 million, down $14.6 million from the prior-year period.
In Q2 the company repurchased about 0.9 million shares for about $120 million.
Allegion reported first-quarter 2026 revenue of $1,033.6 million, up 9.7%, but diluted EPS of $1.59 fell 7.0% and adjusted EPS of $1.80 fell 3.2%. The company raised its full-year 2026 reported revenue growth outlook to 6% to 8%, including the DCI acquisition, while affirming its adjusted EPS outlook of $8.70 to $8.90.
Q1 2026 net earnings were $138.1 million, or $1.59 per share, versus $1.71 a year earlier; adjusted EPS was $1.80 versus $1.86.
Organic revenue rose 2.6%, led by the Americas; International organic revenue fell 5.3% after ERP-related volume declines.
Reported 2026 EPS outlook was updated to $7.95 to $8.15, while adjusted EPS of $8.70 to $8.90 was affirmed.
On April 15, 2026, the board authorized repurchases of up to $500.0 million of ordinary shares.
Allegion reported fourth-quarter 2025 net revenues of $1,033.2 million, up 9.3%, and diluted EPS of $1.70, up 3.0%, with adjusted EPS of $1.94, up 4.3%. The company also gave 2026 guidance calling for reported revenue growth of 5% to 7% and adjusted EPS of $8.70 to $8.90, compared with 2025 adjusted EPS of $8.14.
Q4 2025 revenue of $1,033.2 million, up 9.3% reported and 3.3% organic; Americas organic revenue up 4.8%
Q4 2025 diluted EPS of $1.70 vs. $1.65; adjusted EPS of $1.94 vs. $1.86
Full-year 2025 adjusted EPS of $8.14, up 8.1%; reported EPS of $7.44, up 9.1%
2026 outlook: reported revenue growth 5% to 7%, reported EPS $8.00 to $8.20, adjusted EPS $8.70 to $8.90
Allegion plc entered into a First Amendment to its credit agreement on December 9, 2025, increasing its revolving credit facility from $750.0 million to $1.0 billion and extending the maturity from May 20, 2029 to May 20, 2030. The company borrowed $197.2 million under the revolver to repay a term loan that had a November 16, 2026 maturity, and the filing states total debt outstanding did not change.
Revolving commitments rise from $750.0 million to $1.0 billion, with an option to request up to an additional $500.0 million, subject to conditions
Revolving Facility maturity extended from May 20, 2029 to May 20, 2030
$197.2 million borrowed under the revolver to repay the term loan due November 16, 2026; the filing states total debt was unchanged
Allegion reported third-quarter 2025 net revenues of $1,070.2 million, up 10.7%, and GAAP diluted EPS of $2.18, up from $1.99 a year earlier. The company raised its full-year 2025 reported revenue growth outlook to 7.0% to 8.0% and raised its full-year EPS outlook to $7.45 to $7.55 ($8.10 to $8.20 adjusted), which supports shareholder value even though third-quarter operating margin fell to 21.8% from 22.2%.
Q3 2025 net revenues of $1,070.2 million, up 10.7% reported and 5.9% organic; Americas organic revenue rose 6.4%
Q3 diluted EPS of $2.18, up 9.5%; adjusted EPS of $2.30, up 6.5%
Operating margin of 21.8% vs. 22.2% a year earlier; adjusted operating margin of 24.1% vs. 24.2%
Full-year 2025 reported revenue growth outlook raised to 7.0% to 8.0%; organic outlook maintained at 3.5% to 4.5%
Allegion reported second-quarter 2025 net revenues of $1,022.0 million, up 5.8%, and diluted earnings of $1.85 per share, up from $1.77 a year earlier. The company raised its full-year 2025 reported revenue growth outlook to 6.5% to 7.5% and its full-year EPS outlook to $7.25 to $7.40, or $8.00 to $8.15 on an adjusted basis.
Q2 2025 diluted EPS was $1.85 versus $1.77; adjusted EPS was $2.04, up 4.1%.
Q2 2025 revenue rose 5.8% to $1,022.0 million, with organic growth of 3.2%.
Q2 2025 operating margin was 21.5% versus 21.6%; adjusted operating margin was flat at 23.7%.
Full-year 2025 tariff costs are estimated at about $40 million, with the company expecting to offset them at the operating profit and EPS level, primarily through pricing actions.
Allegion plc said General Counsel Jeffrey Braun will move to the role of Senior Vice President and Advisory Counsel effective June 16, 2025, following the Board's appointment of a successor on May 20, 2025. Mr. Braun is expected to hold the advisory role until his previously disclosed retirement on June 30, 2025. The filing is an administrative leadership transition and does not report financial results or a change in company outlook.
Jeffrey Braun moves from Senior Vice President and General Counsel to Senior Vice President and Advisory Counsel effective June 16, 2025
The Board appointed Mr. Braun's successor on May 20, 2025; the filing does not name the successor
Mr. Braun is expected to retire from the company on June 30, 2025, as previously disclosed
Allegion reported first-quarter 2025 net earnings of $148.2 million, or $1.71 per share, up 21.3% from $1.41, on revenue of $941.9 million, up 5.4%. The company affirmed its full-year 2025 outlook, with reported EPS expected at $7.05 to $7.25, while estimating about $80 million in tariff costs that it expects to offset mainly through pricing.
Adjusted EPS of $1.86, up 20.0% from $1.55; organic revenue grew 4.0%
Americas segment revenue rose 6.8% and adjusted operating margin reached 29.2%
Full-year 2025 reported EPS outlook of $7.05 to $7.25 affirmed; adjusted outlook $7.65 to $7.85
Quarterly dividends of $0.51 per share and about $40 million of share repurchases in Q1
Allegion reported fourth-quarter 2024 revenue of $945.6 million, up 5.4%, and diluted EPS of $1.65, up 23.1% from $1.34, with adjusted EPS of $1.86, up 10.7%. For full-year 2025, the company expects reported revenue growth of 1% to 3% and adjusted EPS of $7.65 to $7.85, compared with reported EPS of $7.05 to $7.25.
Q4 2024 revenue $945.6 million, up 5.4% reported and up 3.5% organic; Americas segment revenue up 6.4%
Q4 2024 diluted EPS $1.65 vs. $1.34; adjusted EPS $1.86, up 10.7%
Full-year 2024 diluted EPS $6.82, up 11.4%; available cash flow $582.9 million, up 12.9%
2025 outlook: reported revenue growth 1% to 3%; adjusted EPS $7.65 to $7.85
Allegion increased its board to nine directors and appointed Gregg C. Sengstack, effective December 4, 2024. Sengstack is executive chairperson of Franklin Electric and was its CEO from 2014 to July 2024; the filing describes him as independent under NYSE standards.
Sengstack appointed to the Board on December 4, 2024; board size increased to nine directors
He joins the Audit and Finance, Compensation and Human Capital, and Corporate Governance and Nominating committees
Board includes eight independent directors after the appointment, according to the press release
Sengstack will receive compensation under the non-employee director program
Allegion reported third-quarter 2024 revenue of $967.1 million, up 5.4% from a year earlier, and diluted EPS of $1.99, up 12.4%. The company raised its full-year 2024 adjusted EPS outlook to $7.35 to $7.45 and affirmed its reported revenue growth and available cash flow outlook, which matters to shareholders because it signals higher expected earnings for the year.
Q3 2024 revenue $967.1 million, up 5.4% reported and up 3.3% organic
Diluted EPS $1.99 vs. $1.77; adjusted EPS $2.16, up 11.3%
Full-year 2024 adjusted EPS outlook raised to $7.35 to $7.45; reported revenue growth affirmed at 2.5% to 3.5%
Year-to-date available cash flow $388.0 million, up $67.6 million; full-year outlook affirmed at $540 to $570 million
Allegion reported second-quarter 2024 revenue of $965.6 million, up 5.8%, and net earnings of $1.77 per diluted share, up 9.9% from $1.61. The company raised its full-year 2024 reported revenue growth and adjusted EPS outlook, which benefits shareholders by signaling stronger expected earnings for the year.
Q2 adjusted EPS of $1.96, up 11.4% from $1.76; adjusted operating margin of 23.7%, up 150 basis points
Full-year 2024 adjusted EPS outlook raised to $7.15 to $7.30; reported revenue growth raised to 2.5% to 3.5%
Available cash flow outlook affirmed at approximately $540 million to $570 million
Allegion US Holding Company issued $400 million of 5.600% senior notes due 2034, guaranteed by parent Allegion plc. The company expects to use the proceeds to repay at maturity its $400 million of 3.200% senior notes due October 2024, so the deal refinances existing debt rather than adding a stated amount of new borrowing to fund other uses.
Notes issued May 29, 2024 under an indenture with U.S. Bank Trust Company as trustee; maturity May 29, 2034
Interest of 5.600% paid semi-annually, starting November 29, 2024
Proceeds expected to repay $400 million of 3.200% senior notes maturing October 2024
Holders can require repurchase at 101% of principal upon a Change of Control Repurchase Event
Allegion entered an amended and restated credit agreement that increases its revolving credit facility to $750 million and extends its maturity to May 20, 2029. The company also said the term loan's interest rate benchmark will change to Term SOFR, and it described the new facility as similar in terms to the $500 million facility it replaces. The filing reports no earnings or guidance figures, so the change is a financing update rather than a change in operating results.
Revolving commitments increase to $750.0 million from the prior $500 million facility
Revolving facility maturity extended to May 20, 2029
Term loan had $221.9 million outstanding as of March 31, 2024 and continues to mature on November 18, 2026
Term loan interest benchmark changes from Bloomberg Short-Term Bank Yield Index to Term Secured Overnight Financing Rate
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