Allegion said net revenues for the 3 months ended September 30, 2026 rose 9.6%, or $102.4 million, from the same period a year earlier. The company cited higher pricing, volume growth and the impact of acquisitions, net of divestitures, as drivers, partly offset by currency exchange rate movements.

10-QQuarterly reportFiled Oct 22, 2026Period of report Sep 30, 2026Summary published (UTC) Oct 22, 2026

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Allegion said net revenues for the 3 months ended September 30, 2026 rose 9.6%, or $102.4 million, from the same period a year earlier. The company cited higher pricing, volume growth and the impact of acquisitions, net of divestitures, as drivers, partly offset by currency exchange rate movements.
The company said operating income for the 3 months ended September 30, 2026 increased $50.8 million from the same period a year earlier, and operating margin rose from 21.8% to 24.3%. It cited tariff refunds, pricing and productivity improvements in excess of inflation and investment spending, and volume/product mix as drivers.
Allegion said operating income for the 9 months ended September 30, 2026 included a benefit of $19.9 million related to IEEPA tariff refunds received and expected to be received on related claims. It said the impact of future IEEPA tariff refunds is not expected to be material.
The company said it acquired Door Components, Inc. on March 2, 2026 for a net purchase consideration of about $69.3 million, and acquired Overly Door Company on October 2 for about $88.7 million. It paid dividends of $1.65 per ordinary share during the 9 months and repurchased about 1.9 million shares for $280.3 million.

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Analysis scope · Management's discussion (MD&A)We analyzed excerpts of the Management's Discussion and Analysis (MD&A) section (with omissions). Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.

Allegion net revenues up 9.6% in Q3 2026

Allegion said net revenues for the 3 months ended September 30, 2026 rose 9.6%, or $102.4 million, from the same period a year earlier. The company cited higher pricing, volume growth and the impact of acquisitions, net of divestitures, as drivers, partly offset by currency exchange rate movements.

Source · Based on the MD&A text of the filing

Q3 operating margin of 24.3% and tariff refunds

The company said operating income for the 3 months ended September 30, 2026 increased $50.8 million from the same period a year earlier, and operating margin rose from 21.8% to 24.3%. It cited tariff refunds, pricing and productivity improvements in excess of inflation and investment spending, and volume/product mix as drivers.

Source · Based on the MD&A text of the filing

IEEPA tariff refunds of $19.9 million reflected

Allegion said operating income for the 9 months ended September 30, 2026 included a benefit of $19.9 million related to IEEPA tariff refunds received and expected to be received on related claims. It said the impact of future IEEPA tariff refunds is not expected to be material.

Source · Based on the MD&A text of the filing

Acquisitions, dividends and buybacks over 9 months

The company said it acquired Door Components, Inc. on March 2, 2026 for a net purchase consideration of about $69.3 million, and acquired Overly Door Company on October 2 for about $88.7 million. It paid dividends of $1.65 per ordinary share during the 9 months and repurchased about 1.9 million shares for $280.3 million.

Source · Based on the MD&A text of the filing

Structured SEC financial data for this filing is not available yet. Please check the figures in the SEC filing.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

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