Allegion (ALLE) official guidance

The company continues to expect full-year available cash flow to be 85% to 95% of adjusted net income.

For 2026, we still anticipate our ACF conversion will be approximately 85%-95% of adjusted net income.

The company continues to expect full-year available cash flow to be 85% to 95% of adjusted net income.

The company still expects full-year available cash flow to be 85% to 95% of adjusted net income.

For 2026, we anticipate our available cash flow conversion will be approximately 85%-95% of adjusted net income.

The company expects full-year available cash flow to be 85% to 95% of adjusted net income.

The company is raising the outlook for full-year 2026 adjusted EPS to be in the range of $9.05 to $9.10.

We are raising our adjusted EPS outlook to $8.85-$9.

The company is raising the outlook for full-year 2026 adjusted EPS to be in the range of $8.85 to $9.00.

Finally, with respect to our outlook for the year, we are raising our reported revenue outlook to 6%-8% to include the DCI acquisition, and we are affirming our outlook for organic revenue growth of 2%-4% and adjusted earnings per share of $8.70-$8.90.

The company is affirming the outlook for full-year 2026 adjusted EPS to be in the range of $8.70 to $8.90.

We're initiating fiscal year 2026 Adjusted EPS guidance of $8.70-$8.90 per share.

▪Full-year adjusted EPS is estimated to be $8.70 to $8.90

In the Americas, we are raising our organic assumption to the higher end of mid-single digits, reflecting pricing associated with increased inflation as well as a healthier demand environment, primarily in non-res.

We expect organic growth of low to mid-single digits in the Americas from a combination of price and volume led by our non-residential business.

While we expect better revenue and margin performance in the second half, weak market demand in Europe, particularly Germany, supports reducing our full-year outlook to a low single-digit organic decline.

In the international segment, our outlook assumes low single-digit growth led by electronics, with largely stable mechanical markets.

With respect to our full year, we're raising our reported revenue outlook to 7.5%-8.5%, and our outlook for organic revenue growth to 3.5%-4.5% based on stronger expected demand in the Americas, partially offset by weaker international demand.

With respect to our full year, we're raising our reported revenue outlook to 7.5%-8.5%, and our outlook for organic revenue growth to 3.5%-4.5% based on stronger expected demand in the Americas, partially offset by weaker international demand.

Finally, with respect to our outlook for the year, we are raising our reported revenue outlook to 6%-8% to include the DCI acquisition, and we are affirming our outlook for organic revenue growth of 2%-4% and adjusted earnings per share of $8.70-$8.90.

We expect total Allegion revenue growth to be 5%-7% and organic revenue growth to be 2%-4%.

For the enterprise, we expect carryover revenue contribution of approximately two points from acquisitions closed in 2025.

Adjustments to 2026 EPS include estimated impacts of approximately $0.60 per share for acquisition-related amortization, as well as $0.20 per share for restructuring and $0.10 for M&A and other adjustments.

Adjustments to 2026 EPS include estimated impacts of approximately $0.60 per share for acquisition-related amortization, as well as $0.15 per share for restructuring and M&A.

Consistent with prior practice, the outlook does not include the benefit of future capital deployment, as a result, the outlook assumes a share count of 85.9 million shares.

The outlook assumes an average diluted share count for the full year of approximately 85.9 million shares.

The outlook continues to assume an average diluted share count for the full year of approximately 86.6 million shares.

The outlook assumes an average diluted share count for the full year of approximately 86.6 million shares.

The outlook continues to assume a full-year adjusted effective tax rate of approximately 18% to 19%.

The outlook continues to assume a full-year adjusted effective tax rate of approximately 18% to 19%.

Full-year 2026 reported EPS is expected to be in the range of $8.00 to $8.20, or $8.70 to $8.90 on an adjusted basis. The outlook assumes a full-year adjusted effective tax rate of approximately 18% to 19%.

The company is updating the outlook for full-year 2026 reported EPS and expects it to be in the range of $7.95 to $8.10.

The company is updating the outlook for full-year 2026 reported EPS and expects it to be in the range of $7.95 to $8.15.

Full-year 2026 reported EPS is expected to be in the range of $8.00 to $8.20, or $8.70 to $8.90 on an adjusted basis.

The company is raising its full-year 2026 reported revenue growth outlook to a range of 7.5% to 8.5% and is raising its organic growth outlook to a range of 3.5% to 4.5%, after excluding the expected impacts of acquisitions, divestitures and foreign currency movements.

The company is raising its full-year 2026 reported revenue growth outlook to a range of 6% to 8%, inclusive of the recent DCI acquisition, and is affirming its organic growth outlook of 2% to 4%, after excluding the expected impacts of acquisitions, divestitures and foreign currency movements.

We expect total Allegion revenue growth to be 5%-7% and organic revenue growth to be 2%-4%.

The company expects full-year 2026 revenues to increase 5% to 7% on a reported basis and increase 2% to 4% organically, when compared to 2025, after excluding the expected impacts of acquisitions, divestitures and foreign currency movements.

The company is raising its full-year 2026 reported revenue growth outlook to a range of 7.5% to 8.5% and is raising its organic growth outlook to a range of 3.5% to 4.5%, after excluding the expected impacts of acquisitions, divestitures and foreign currency movements.

The company is raising its full-year 2026 reported revenue growth outlook to a range of 6% to 8%, inclusive of the recent DCI acquisition, and is affirming its organic growth outlook of 2% to 4%, after excluding the expected impacts of acquisitions, divestitures and foreign currency movements.

The company expects full-year 2026 revenues to increase 5% to 7% on a reported basis and increase 2% to 4% organically, when compared to 2025, after excluding the expected impacts of acquisitions, divestitures and foreign currency movements.