TICKDELTA
Sign in
Screener / SEC EDGAR /CIK 0001579241 /10-K filed Feb 17, 2026, compared with Feb 18, 2025 /Numbers from the XBRL of the 10-Ks
Industrials peers:
CPRTROLPNRALLEFTVGNRC
NYSE Industrials · Security Services

Allegion ALLE

ALLE quote by TradingView

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
Compare with peers Embed

Where each dollar of revenue went, FY2025

Revenue of $4.1B through the costs to a net profit of $643.8M · income statement of the 10-K

21% operating margin
Revenue to Gross profit: $1.8BRevenue to Cost of revenue: $2.2BGross profit to Operating profit: $859.5MGross profit to Operating expenses: $978.8MOperating profit to Net profit: $643.8MOperating profit to Tax & other: $215.7MOperating expenses to R&D: $132.0MOperating expenses to Sales, admin & other: $846.8M Revenue: $4.1B REVENUE $4.1B +8% Y/Y Gross profit: $1.8B · 45% margin GROSS PROFIT $1.8B 45% margin Cost of revenue: $2.2B · 55% of revenue COST OF REVENUE $2.2B 55% of revenue Operating profit: $859.5M · 21% margin OPERATING PROFIT $859.5M 21% margin · +10% Y/Y Operating expenses: $978.8M · 24% of revenue OPERATING EXPENSES $978.8M 24% of revenue Net profit: $643.8M · 16% margin NET PROFIT $643.8M 16% margin · +8% Y/Y Tax & other: $215.7M · 5% of revenue TAX & OTHER $215.7M 5% of revenue R&D: $132.0M · 3% of revenue R&D $132.0M 3% of revenue Sales, admin & other: $846.8M · 21% of revenue SALES, ADMIN & OTHER $846.8M 21% of revenue
Gross profit $1.8B 45% margin
Operating profit $859.5M 21% margin · +10% Y/Y
Net profit $643.8M 16% margin · +8% Y/Y
The full income statement, year by year

ALLE among Industrials peers

Six ratios from the latest 10-K. Each corner is the share of 81 peers the company is above, not a score.

Compare
Revenue growth: 7.8%, above 68% of 81 peers (their median 4.6%) REVENUE GROWTH 7.8% · above 68% Gross margin: 45.1%, above 76% of 51 peers (their median 38.1%) GROSS MARGIN 45.1% · above 76% Operating margin: 21.5%, above 72% of 71 peers (their median 17.5%) OPERATING MARGIN 21.5% · above 72% Net margin: 15.7%, above 72% of 81 peers (their median 13.0%) NET MARGIN 15.7% · above 72% FCF margin: 16.9%, above 71% of 78 peers (their median 13.0%) FCF MARGIN 16.9% · above 71% Return on capital: 17.1%, above 74% of 65 peers (their median 13.8%) RETURN ON CAPITAL 17.1% · above 74%
ALLE Peer median Below the median

What changed

6 new risk paragraphs and 1 accounting fact worth reading about. 10-K filed Feb 17, 2026 against Feb 18, 2025.

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.

Accounting checks

11 checks on the latest 10-K. Checks, not verdicts.

How it works

1fact worth reading about the other 10 checks found nothing to note

  • Inventory growing faster than revenue
    Inventory +22.7% vs revenue +7.8% (+14.9 pts)
  • Receivables +4.5% vs revenue +7.8% (-3.3 pts)
9 more checks with nothing to note
  • Cash from operations $783.8M vs net income $643.8M (FY ending Dec 31, 2025)
  • 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 their words

6 paragraphs in Risk Factors that were not in the 10-K filed Feb 18, 2025. Quoted as filed.

All 6 new paragraphs
  1. Item 1A · new paragraph · not in the 10-K filed Feb 18, 2025 10-K, ITEM 1A
    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…
  2. Item 1A · new paragraph · not in the 10-K filed Feb 18, 2025 10-K, ITEM 1A
    As artificial intelligence and machine learning (“AI”) technologies advance and are increasingly adopted by threat actors, the frequency, sophistication and scale of cyberattacks may increase. AI‑enabled methods, including automated vulnerability discovery, automated credential‑stuffing, deepfake‑assisted social engineering and other…
  3. Item 1A · new paragraph · not in the 10-K filed Feb 18, 2025 10-K, ITEM 1A
    Cybersecurity incidents could disrupt business operations, result in the loss of critical and confidential information, and adversely impact the Company's reputation, operating results, and financial condition.
  4. Item 1A · new paragraph · not in the 10-K filed Feb 18, 2025 10-K, ITEM 1A
    We are exposed to risks related to compliance with data privacy and governance laws.

New risk paragraphs, against peers

Latest 10-K of each, Industrials companies closest in revenue

Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.

Financial performance

Last 4 fiscal years · 10-K XBRL

All years
MetricFY2022FY2023FY2024FY2025
Revenue$3.3B$3.7B$3.8B$4.1B
Net income$458.0M$540.4M$597.5M$643.8M
Operating cash flow$459.5M$600.6M$675.0M$783.8M
Free cash flow$395.5M$516.4M$582.9M$685.7M

Revenue, FY2016 to FY2025

Ten fiscal years, each from its own 10-K · XBRL · USD

$4.1B ▲ 7.8% in FY2025

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Every number, year by year

Recent filings

2 filings in the last 30 days · SEC EDGAR

All filings

About the company

Allegion, Dublin 7 · from the 10-K filed Feb 17, 2026

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. We pioneer safety and security to create a safer and more accessible world. Both developing and partnering are central to our work to create ecosystems that enable seamless access experiences and an uninterrupted and secure flow of people and assets. We offer an extensive and versatile portfolio of security and access control products and solutions across a range of market-leading brands.

Headquarters
Dublin 7
Listed on
NYSE
Fiscal year ends
December 31
Last results
Oct 22, 2026
Incorporated in
Ireland

Employees, at the top of the page: "As of December 31, 2025, we had approximately 13,300 employees worldwide" (10-K). Address and exchange: SEC's company file.

Email alerts

Sources

The 10-K filed Feb 17, 2026 (open at SEC), compared with the 10-K filed Feb 18, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.

Work with it: Excel workbook · CSV. Google Sheet that stays up to date: paste =IMPORTDATA("https://tickdelta.com/company/ALLE/export.csv") into a cell.