ALLEAllegion
Allegion plc ("Allegion," "we," "us" or "the Company") is a leading global provider of security products and solutions that keep people and assets safe and secure in the places they live, learn, work and connect. 10-K, Item 1
- Employees
- 13,300
- Headquarters
- Dublin 7
- CEO
- John H. Stone
- Next results
- around Feb 16, 2027
What changed
10-K filed Feb 17, 2026 against Feb 18, 2025| Area | What changed | Source |
|---|---|---|
| Risk factors | 6 new paragraphs, nothing like them in the previous 10-K | 10-K Item 1A |
| Inventory growing faster than revenue | Inventory +22.7% vs revenue +7.8% (+14.9 pts) | 10-K · XBRL |
| Accounting checks | 10 other checks clear, 1 worth a look | 10-K · XBRL |
| Insiders | 1 open-market buy in the last 90 days | Form 4 |
| Filings | 2 in the last 30 days | EDGAR |
Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.
What's new, in their words
10-K filed Feb 17, 2026Paragraphs in Risk Factors that were not in the 10-K filed 2025-02-18. Quoted as filed.
Throughout 2025, the U.S. government announced tariffs on imports from several countries from which we manufacture and/or import products and components. In 2025, we have offset inflation due to tariffs with pricing actions. We estimate we source approximately 20-25% of Cost of goods sold from Mexico and less than 5% of Cost of goods…
10-K, Item 1A
Accounting checks
latest 10-K10 of 11 clear 1 worth a look. Checks, not verdicts.
- !Inventory growing faster than revenueInventory +22.7% vs revenue +7.8% (+14.9 pts)
- ✓Receivables +4.5% vs revenue +7.8% (-3.3 pts)
- ✓Cash from operations $783.8M vs net income $643.8M (FY ending 2025-12-31)
- ✓Same auditor in both 10-Ks: PricewaterhouseCoopers LLP
- ✓No statement of substantial doubt about going concern
- ✓No 8-K item 4.02 in the last 2 years
- ✓No NT 10-K or NT 10-Q in the last 2 years
- ✓The same matters as last year: F-1; Revenue Recognition
- ✓No sentence in the 10-K concludes that controls were not effective because of a material weakness
- ✓No 8-K item 2.06 in the last 2 years
- ✓No 8-K item 1.03 in the last 2 years
In the last 30 days
All filings →- Oct 22, 20268-K Quarterly results 8-K item 2.02
- Oct 22, 202610-Q Quarterly report (10-Q) period ended Sep 30, 2026
Work on ALLE in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/ALLE/export.csv") into a cell.