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The median of 1 price targets is $173[FMP target], stock is $134, +28.4% vs the analyst consensus median. Q1 FY26 EPS $1.80 vs $1.88 estimate: miss (-4.3%)[FMP earnings]. Stock move on D+1: -0.4%.
B+ — FMP rating [FMP ratings]. Form 4: unavailable[FMP Form 4].
Quick AnswerAllegion plc (ALLE) Q2 consensus: revenue $1.1B[FMP est], EPS $2.22[FMP est]. 0 consecutive quarters of beat[FMP earnings].
Q1 FY26 EPS $1.80 vs $1.88 estimate: miss (-4.3%)[FMP]. Stock move on D+1: -0.4%[FMP D+1].
Watchlist
Revenue Growth Outlook
revenue_growth_outlook
Allegion is raising its reported revenue outlook to 6% to 8% to include the DCI acquisition, while affirming its organic revenue growth outlook of 2% to 4% and adjusted earnings per share outlook of $8.70 to $8.90.
"we are raising our reported revenue outlook to 6% to 8% to include the DCI acquisition, and we are affirming our outlook for organic revenue growth of 2% to 4% and adjusted earnings per share of $8.70 to $8.90."
- John Stone, President and Chief Executive Officer - Q1 FY26 Earnings Call - April 28, 2026
Inflation Impact Offset
inflation_impact_offset
We anticipate an incremental headwind of approximately 1% of COGS from tariffs and other inflation. We expect to offset this on a dollar basis through a combination of price and cost actions. However, given current volatility, we are not updating our organic growth assumptions to include any incremental price at this time, similar to our approach in the first quarter of 2025. Most importantly, we expect this to be neutral to 2026 adjusted operating income dollars and earnings per share.
"Based on current conditions, we anticipate an incremental headwind of approximately 1% of COGS from tariffs and other inflation. We expect to offset this on a dollar basis through a combination of price and cost actions. However, given current volatility, we are not updating our organic growth assumptions to include any incremental price at this time, similar to our approach in the first quarter of 2025. Most importantly, we expect this to be neutral to 2026 adjusted operating income dollars and earnings per share."
- John Stone, President and Chief Executive Officer - Q1 FY26 Earnings Call - April 28, 2026
Americas Nonres Growth
americas_nonres_growth
Our nonresidential business increased mid-single digits organically, driven by price realization, as residential markets remain soft.
"Our nonresidential business increased mid-single digits organically, driven by price realization."
- Michael Wagnes, Senior Vice President and Chief Financial Officer - Q1 FY26 Earnings Call - April 28, 2026
International Erp Impact
international_erp_impact
Organic revenue declines were the result of volume weaknesses in our mechanical business, primarily related to the ERP disruptions John discussed earlier.
"Organic revenue declines were the result of volume weaknesses in our mechanical business, primarily related to the ERP disruptions John discussed earlier."
- Michael Wagnes, Senior Vice President and Chief Financial Officer - Q1 FY26 Earnings Call - April 28, 2026
Stock Expert AI - Methodology
Historical V1 earnings-model score (archived, May 9, 2026) — not the current MoonshotScore. Current MoonshotScore: ALLE stock page
multi-pillar methodology. Cash Runway strong. Revenue Growth weak.
How is it calculated? ->6 investor frameworks. 4 bullish (Ray Dalio, Klarman, Buffett, Munger), 1 bearish (Ken Griffin), 1 neutral (Jim Simons).
How is it calculated? ->Quality business, discounted price.
How is it calculated? ->Past Performance
Q1 FY26 (April 28, 2026) EPS $1.80 vs $1.88 estimate: miss (-4.3%)[FMP]. Stock move on D+1: -0.4%[FMP D+1].
Q1 FY26 EPS $1.80 vs $1.88 estimate: miss (-4.3%)[FMP]. Stock move on D+1: -0.4%[FMP].
No RPO/backlog concentration disclosed in Q1 earnings call.
Q1 CapEx $21.0M[FMP cashflow]. Q1 op margin 18.9%[FMP op margin] - this level in Q4 is sensitive to CapEx revision risk.
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Thursday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Thursday evening. The framework is ready on this page: Q2 EPS threshold $2.22[FMP], CapEx threshold "below $21.0M". Two anchors, three scenarios.
Comparison Stock Expert AI is free today — no credit card.
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Prices as of April 2026. Sources: seekingalpha.com/subscriptions - tipranks.com/pricing - trendspider.com/pricing
Stock Expert AI is free today — no credit card. Council 7-lens analysis + MoonshotScore multi-pillar + Insider tracker + Technical levels - all in one platform, for every stock.
Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This Allegion plc (ALLE) Q2 FY26 earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
Allegion plc (ALLE): Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.
Allegion plc (ALLE): Figures are sourced from Financial Modeling Prep (FMP) fundamentals and consensus data plus official earnings-call transcripts; derived metrics are labeled with their source next to each figure.
Allegion plc (ALLE): No. This page is educational research, not investment advice. It summarizes analyst consensus and company data; consult a licensed financial advisor before making any investment decision.