What Allegion's latest 10-Q says: 4 signals
Allegion filed its latest 10-Q with the SEC on Jul 23, 2026. It discusses capex increase, inflation impact and margin pressure.
Public (ALLE)Fabricated Metal Products10,000+ employeesallegion.comLinkedIn
- Filed
- Jul 23, 2026
- Filings
- 2
- Signals
- 8
10-Q · latest 8
What Allegion's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 4 signals
This spending signals a clear budget and appetite for new technology solutions, R&D platforms, and digital transformation services.
$16M
Quarterly increase in Selling and administrative expenses, partially driven by technology investments
innovationtechnology
Allegion spent $75.5M on acquisitions in H1 2026, creating urgent system integration needs.
The $75.5M spent on acquiring businesses in the first half of the year necessitates the integration of disparate IT systems, financial reporting, and operational processes.
$75.5M
Acquisition of businesses, net of cash acquired, for the six months ended June 30, 2026
Allegion's gross margin shrinks as material and freight costs rise.
Inflationary pressures are directly impacting profitability, causing a decrease in gross profit margin from 45.6% to 44.9% in Q2 YoY.
-70%
Year-over-year decrease in Q2 gross profit margin
Allegion's gross margin is compressed by inflationary pressures on materials and logistics.
The company's cost of goods sold as a percentage of revenue increased from 54.4% to 55.1% year-over-year, indicating gross margin compression.
0.7%
Year-over-year increase in cost of goods sold as a percentage of net revenues, indicating gross margin compression.
- SEC EDGAR
10-Q
Filed · 4 signals
Allegion acquires Door Components, Inc. for $69.9M to expand in Americas.
Allegion completed its $69.9M acquisition of Door Components, Inc.
$69.9M
Purchase consideration for Door Components, Inc. acquisition
Allegion acquires Door Components for $69.9M, triggering post-merger integration needs.
The acquisition of Door Components, Inc. (DCI) necessitates the integration of its manufacturing, supply chain, and back-office systems into Allegion's Americas segment.
$69.9M
Purchase consideration for Door Components, Inc. (DCI), net of cash acquired.
New FASB rule for internal-use software creates future compliance burden
Allegion must adapt to ASU 2025-06, which changes the rules for capitalizing internal-use software costs starting after December 15, 2027.
internal-use software
Allegion is evaluating new accounting rules for internal-use software development.
Upcoming accounting standard ASU 2025-06 will change how Allegion capitalizes software costs, likely prompting a review of their internal software project portfolio, development methodologies, and financial tracking systems to comply with the new rules.
Internal-Use Software
Earnings calls
Allegion earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Raised full-year 2025 adjusted EPS outlook, signaling strong financial health.The company increased its full-year adjusted earnings per share forecast, indicating strong business performance and confidence in meeting financial targets, which supports their ability to fund new initiatives. | |
| Aggressively deploying capital for acquisitions, spending $600M YTDThe company has allocated approximately $600 million year-to-date for acquisitions like ELATEC, UAP, and Brisant to strengthen its electronics and software portfolio. A strong ongoing M&A pipeline signals continued investment and potential integration challenges, creating opportunities for consulting, IT, and HR system vendors. | |
| Actively managing significant cost pressures from inflation and tariffsLeadership is focused on offsetting a dynamic inflationary environment, including tariffs like Section 232, through pricing actions and surcharges. This intense focus on cost management creates opportunities for vendors offering efficiency, automation, and cost-saving solutions. | |
| Non-residential business shows healthy demand and growing project pipeline.The core Americas non-residential business is described as 'humming along pretty well,' with specification activity growing through 2025. This points to a strong project pipeline and sustained demand, supporting continued investment in this segment. | |
| Actively funding business investments through pricing and productivity gains.The company consistently mentions using pricing and productivity to offset inflation and fund investments. This indicates a disciplined but active approach to spending on strategic initiatives. | |
| Driving portfolio quality and performance in International segment via 'self-help'Management is focused on improving the International segment's performance through both M&A and internal efficiency efforts described as 'self-help'. This focus on operational improvement suggests a need for tools related to portfolio management, integration, and operational excellence. |
Signal API · MCP
Track Allegion with the Signal API
One POST /v1/companies/enrich call with allegion.com returns Allegion 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.
2 credits per signal returned; zero-result calls are free. Endpoint reference
curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"allegion.com","signal_types":["sec-10q"],"limit":20}'Questions about Allegion 10-Q
When did Allegion file its latest 10-Q?
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Where can I read Allegion's 10-Q filing?
Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .