Allegion plc

NYSE:ALLE 株式レポート

時価総額：US$13.4b

Allegion 将来の成長

Future 基準チェック /26

Allegion利益と収益がそれぞれ年間7.4%と5.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に25.3% 8.9%なると予測されています。

主要情報

7.4%

収益成長率

8.90%

EPS成長率

Building 収益成長22.1%
収益成長率5.4%
将来の株主資本利益率25.33%
アナリストカバレッジ

Good

最終更新日29 Jul 2026

今後の成長に関する最新情報

分析記事 • May 01

Allegion plc Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Shareholders might have noticed that Allegion plc ( NYSE:ALLE ) filed its first-quarter result this time last week. The...

Recent updates

ナラティブ更新 • Jul 25

ALLE: Cash Returns And Q2 Execution Will Offset Margin And Construction Risks

For Allegion, the updated analyst fair value estimate has shifted from about $164 to roughly $170. This reflects a modestly higher assumed long term revenue growth rate, a slightly lower discount rate, and a marginally lower profit margin and future P/E multiple, in line with recent price target moves around $164 to $170 following Q2 results.
Seeking Alpha • Jul 24

Allegion: Keep Calm And Lock In

Summary Allegion (ALLE) deliverd solid Q2 2026 results, with EPS of $2.40 beating estimates by $0.18 and shares closing up more than 10% following the earnings call. Revenue came in at $1.15B, up almost 13% YoY, as the America's segment posted YoY growth of almost 12% and the International segment is showing signs of a recovery. ALLE's valuation is appealing right now with a potential 6% undervaluation based on my FCF valuation model. Read the full article on Seeking Alpha
ナラティブ更新 • Jun 05

ALLE: Cash Generation And Buybacks Will Counter Margin And Construction Headwinds

Allegion's analyst price target has been trimmed by about $6 to $164 as analysts factor in recent reductions in Street targets and cite margin and construction headwinds, even while revenue growth and long term P/E assumptions in the model remain relatively steady. Analyst Commentary Recent Street research on Allegion has tilted more cautious, with several price target cuts and at least one rating downgrade, even as some firms initiate coverage with a more positive long term view.
分析記事 • May 01

Allegion plc Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Shareholders might have noticed that Allegion plc ( NYSE:ALLE ) filed its first-quarter result this time last week. The...
ナラティブ更新 • Apr 29

ALLE: Margin Resilience And Buybacks Will Support 2026 Upside Potential

The analyst price target for Allegion has been reduced by about $10. Analysts point to recent target cuts across several firms and updated assumptions for slightly higher revenue growth, a modestly lower profit margin, and a lower future P/E multiple.
ナラティブ更新 • Mar 26

ALLE: Margin Strength And AI Demand Will Support 2026 Outlook

Narrative Update Allegion's analyst price target has been nudged lower to a range centered around about $178, reflecting modest reductions from prior targets of $180 to $190 as analysts factor in near term margin pressure in the Americas, partially offset by margin strength and a firmer demand outlook tied to artificial intelligence orders. Analyst Commentary Recent research has focused on Allegion's margin profile and demand outlook, with price targets clustered in the mid to high $170s.
ナラティブ更新 • Mar 10

ALLE: Margin Resilience And AI Orders Will Support 2026 Earnings

Analysts have trimmed their price target on Allegion to about $180 per share. This reflects a modest reset as they balance near term margin pressure in the Americas with ongoing margin resilience highlighted in recent research.
ナラティブ更新 • Feb 24

ALLE: Margin Resilience And AI Order Strength Will Shape 2026 Outlook

Allegion's updated analyst price targets reflect a modest trim of fair value to about $180, as analysts factor in softer revenue growth assumptions, slightly higher discount rates, and continued focus on margins following recent research that points to near term pressure in Americas margins and mixed but resilient margin performance overall. Analyst Commentary Recent research updates on Allegion show a mix of optimism on execution and caution around near term profitability and valuation, with several firms trimming price targets while keeping their overall views intact.
分析記事 • Feb 16

Allegion (NYSE:ALLE) Has Announced That It Will Be Increasing Its Dividend To $0.55

Allegion plc's ( NYSE:ALLE ) periodic dividend will be increasing on the 31st of March to $0.55, with investors...
ナラティブ更新 • Feb 10

ALLE: AI Order Strength And Group Reset Will Shape 2025 Outlook

Narrative Update on Allegion The analyst price target for Allegion has been trimmed by about US$0.27 to align with a revised group outlook, as analysts reset multi industry targets while pointing to a firmer demand backdrop tied to artificial intelligence related orders. Analyst Commentary Recent commentary around Allegion focuses on how a slightly lower price target fits with a group wide reset in the multi industry space, while still acknowledging interest tied to artificial intelligence related orders.
ナラティブ更新 • Jan 26

ALLE: AI Access Demand And Execution Risks Will Shape 2025 Outlook

Analysts have trimmed their price target on Allegion to about US$180, a US$7 reduction, citing updated multi industry Q4 outlooks and a more measured long term view reflected in slightly adjusted discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Analysts are framing the new US$180 price target as a fine tuning rather than a fundamental reset, with the updated view reflecting both pockets of strength in demand and a more measured stance on valuation and execution.
分析記事 • Jan 15

Some Shareholders Feeling Restless Over Allegion plc's (NYSE:ALLE) P/E Ratio

With a price-to-earnings (or "P/E") ratio of 21.7x Allegion plc ( NYSE:ALLE ) may be sending bearish signals at the...
ナラティブ更新 • Jan 10

ALLE: Connected Access And AI Demand Will Drive Strong 2025 Returns

Analysts have trimmed their price target on Allegion to about $181.55 from $182.18, reflecting slightly adjusted assumptions on fair value, discount rate, revenue growth, profit margin and future P/E following recent multi industry group updates. Analyst Commentary Recent research suggests that the modest trim in Allegion's price target is more of a fine tuning exercise than a major reset, with analysts updating their models after broader multi industry reviews and factoring in sector wide demand signals.
分析記事 • Jan 01

Is It Time To Consider Buying Allegion plc (NYSE:ALLE)?

Today we're going to take a look at the well-established Allegion plc ( NYSE:ALLE ). The company's stock saw...
ナラティブ更新 • Dec 17

ALLE: Expanded Wallet Access And Connected Locks Will Drive Strong 2025 Returns

Analysts have modestly lowered their price target on Allegion to approximately $182 from about $183, reflecting slightly higher discount rate assumptions that more than offset marginally improved revenue growth expectations and a stable profit margin outlook. What's in the News Allegion raised its 2025 full year guidance, now expecting reported revenue growth of 7.0% to 8.0% and EPS of $7.45 to $7.55, or $8.10 to $8.20 on an adjusted basis (Corporate guidance) The company enhanced its LCN 2800IQ and 9500IQ Senior Swing operators with AdaptivIQ self adjusting technology and Smart Power Boost to improve durability, reduce maintenance and simplify installation in high traffic applications (Product announcement) Allegion brands Zentra and Gatewise will showcase expanded wallet based access control at OPTECH 2025, including tap and go smart lock and gate solutions that work via Apple and Google Wallet, even on low battery devices (Product announcement) Zentra introduced resident key capability in Google Wallet, enabling contactless access to buildings, amenities and units using Android phones and Wear OS smartwatches, aimed at enhancing resident experience and property NOI (Product announcement) Allegion Americas partnered with Brivo to deliver a Wi Fi based Connected Openings solution using Schlage XE360 wireless locks, reducing infrastructure needs and expanding real time electronic access control across property types (Client announcement) Valuation Changes The fair value estimate has fallen slightly to approximately $182.18 from about $183.09 per share.
ナラティブ更新 • Dec 03

ALLE: Expanded Access Solutions Will Drive Strong Demand And Higher Returns In 2025

Analysts have modestly raised their price target on Allegion to approximately $183.09 per share, citing steady expectations for revenue growth, profit margins, and valuation multiples, even with a slightly higher assumed discount rate. What's in the News Allegion plc raised its 2025 full-year guidance, now expecting 7.0% to 8.0% reported revenue growth and EPS of $7.45 to $7.55 (or $8.10 to $8.20 on an adjusted basis) (Corporate Guidance: Raised).
ナラティブ更新 • Nov 19

ALLE: Expanded Access Solutions Will Drive Higher Demand In 2025

Narrative Update: Analyst Price Target Change for Allegion Analysts have maintained Allegion's price target at $183.09, citing a steady outlook that reflects minor updates in discount rate and valuation metrics but no significant change in the company’s fair value estimate. What's in the News Zentra and Gatewise, Allegion US brands, will unveil expanded wallet-based access control solutions at OPTECH 2025.
ナラティブ更新 • Nov 01

ALLE: Fair Value Expected To Track Healthier Non-Residential And IoT Demand Trends

Analysts have raised Allegion's fair value estimate by nearly $4 to $183.09, citing stronger industry trends and reduced downside risk supported by healthier market indicators. Analyst Commentary Bullish Takeaways Bullish analysts note that the majority of Allegion's Americas non-residential market has rebounded from previous softness.
ナラティブ更新 • Oct 18

Digital Building Management And IoT Will Drive Security Evolution

Analysts have increased their price target for Allegion from $177.55 to $179.36. They cite improved industry conditions and reduced downside risk as key factors supporting the higher valuation.
ナラティブ更新 • Oct 04

Digital Building Management And IoT Will Drive Security Evolution

Analysts have raised their price target for Allegion by $2.91 to $177.55, citing improved industry trends and reduced downside risk. This adjustment is supported by healthier market indicators.
ナラティブ更新 • Sep 19

Digital Building Management And IoT Will Drive Security Evolution

Analysts raised their price targets for Allegion to $174.64, citing increased confidence in commercial demand and stable market conditions as non-residential activity recovers. Analyst Commentary Bullish analysts note reduced downside risk as the non-residential market in the Americas stabilizes and exits a recent soft patch.
分析記事 • Sep 18

Is Allegion (NYSE:ALLE) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Sep 06

Subdued Growth No Barrier To Allegion plc's (NYSE:ALLE) Price

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
ナラティブ更新 • Sep 04

Digital Building Management And IoT Will Drive Security Evolution

Analysts have raised price targets for Allegion, citing recovered demand in its Americas non-residential market, improved industry fundamentals, and greater confidence in near-term revenue stability, resulting in an unchanged consensus price target of $172.64. Analyst Commentary Reduced downside risk as most of Allegion's Americas non-residential market has recovered from previous softness.
分析記事 • Aug 11

Is Allegion plc (NYSE:ALLE) Potentially Undervalued?

Let's talk about the popular Allegion plc ( NYSE:ALLE ). The company's shares saw a significant share price rise of 21...
Seeking Alpha • Apr 29

Allegion: Solid Foundation, But Moderate Growth And Rising Uncertainty Signal Caution

Summary Allegion's Q1 2025 topline grew 5.4% YoY, driven by strong performance in the Americas segment, despite international segment headwinds. The company's core Americas segment continues to show healthy demand, supporting overall topline growth and offsetting international weaknesses. Strategic acquisitions and continued focus on product innovation are expected to bolster long-term growth. Downgrade to Hold due to low growth expectations, challenging macros, and potential further downward revisions impacting stock valuation. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:ALLE - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20284,8628698679796
12/31/20274,62979277392011
12/31/20264,41370369082611
6/30/20264,289659671769N/A
3/31/20264,159634683781N/A
12/31/20254,067644686784N/A
9/30/20253,980640680763N/A
6/30/20253,877626682765N/A
3/31/20253,820622642728N/A
12/31/20243,772598583675N/A
9/30/20243,724572584676N/A
6/30/20243,675554502595N/A
3/31/20243,622541494583N/A
12/31/20233,651540516601N/A
9/30/20233,615557490574N/A
6/30/20233,611515501581N/A
3/31/20233,471489430508N/A
12/31/20223,272458396460N/A
9/30/20223,120436341399N/A
6/30/20222,923464278330N/A
3/31/20222,897468350397N/A
12/31/20212,867483443489N/A
9/30/20212,886464515557N/A
6/30/20212,897467589630N/A
3/31/20212,740422530571N/A
12/31/20202,720314443490N/A
9/30/20202,712302449498N/A
6/30/20202,732286449509N/A
3/31/20202,874322N/A532N/A
12/31/20192,854402N/A488N/A
9/30/20192,837454N/A477N/A
6/30/20192,800438N/A446N/A
3/31/20192,774443N/A455N/A
12/31/20182,732435N/A458N/A
9/30/20182,652312N/A438N/A
6/30/20182,550286N/A402N/A
3/31/20182,473277N/A378N/A
12/31/20172,408273N/A347N/A
9/30/20172,355339N/A369N/A
6/30/20172,327250N/A340N/A
3/31/20172,285240N/A337N/A
12/31/20162,238229N/A378N/A
9/30/20162,214226N/A310N/A
6/30/20162,177198N/A325N/A
3/31/20162,112166N/A252N/A
12/31/20152,068154N/A257N/A
9/30/20152,096118N/A209N/A

アナリストによる今後の成長予測

収入対貯蓄率: ALLEの予測収益成長率 (年間7.4% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: ALLEの収益 ( 7.4% ) US市場 ( 16.5% ) よりも低い成長が予測されています。

高成長収益: ALLEの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: ALLEの収益 ( 5.4% ) US市場 ( 12.5% ) よりも低い成長が予測されています。

高い収益成長: ALLEの収益 ( 5.4% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: ALLEの 自己資本利益率 は、3年後には高くなると予測されています ( 25.3 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/31 05:30
終値2026/07/31 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Allegion plc 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19

アナリスト機関
Timothy WojsBaird
Rizk MaidiBerenberg
Steven WinokerBernstein