Allegion (ALLE) Q3 2025 10-Q Quarterly Report

Filed: Oct 23, 2025Period ending Sep 30, 2025
Information Technology
Services-Detective, Guard & Armored Car ServicesSEC EDGAR

Allegion (ALLE) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Oct 23, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

Allegion Q3 2025 10-Q Analysis

Risk Factors

  • New risk: Impact of U.S. tariffs on imports, sourcing 20-25% of COGS from Mexico and up to 10% from other non-US countries, potentially affecting cost and demand
  • Material update: Increased acquisition, integration, and restructuring expenses lowering International segment margin by 1.9 percentage points to 7.7% for nine months 2025
  • Regulatory/legal: Tax legislative changes reduced effective income tax rate to 9.8% for Q3 2025 from 10.5% in Q3 2024, partially offset by higher uncertain tax positions
  • Operational/market: Continued growth in electronic security products, with mid-teens and low double-digits percentage revenue increases in Allegion Americas for Q3 and nine months 2025 respectively
  • Financial risk: Total debt increased to $2.087 billion as of September 30, 2025, with 86% fixed-rate debt; used Revolving Facility borrowings to finance $389 million ELATEC acquisition

Allegion Q3 2025 Quarterly Financials
XBRL

Revenue

$1.1B

+10.7% YoY +4.7% QoQ

Net Income

$188M

+8.2% YoY +18.0% QoQ

Operating Margin

21.8%

-39bp YoY +35bp QoQ

Net Margin

17.6%

-41bp YoY +198bp QoQ

ROE

9.7%

Total Assets

$5.2B

EPS (Diluted)

$2.17

+9.6% YoY +17.3% QoQ

Operating Cash Flow

$230M

-1.0% YoY +9.4% QoQ

Source: XBRL data from Allegion Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

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