Allegion plc (ALLE) Q4 2025 Earnings Call Transcript

Welcome to the Allegion plc Fourth Quarter and Full Year 2025 Earnings Conference Call, held on February 17, 2026, at 8:00 AM Eastern Standard Time. This session provides detailed insights into the company’s financial performance and strategic outlook from its key executives.

Company Participants

  • Joshua Pokrzywinski – Vice President of Investor Relations
  • John Stone – President, CEO & Director
  • Michael Wagnes – Senior VP & CFO

Conference Call Participants

  • Joseph O’Dea – Wells Fargo Securities, LLC, Research Division
  • Tomohiko Sano – JPMorgan Chase & Co, Research Division
  • Brett Linzey – Mizuho Securities USA LLC, Research Division
  • Robert Schultz – Robert W. Baird & Co. Incorporated, Research Division
  • Andrew Obin – BofA Securities, Research Division
  • Christopher Snyder – Morgan Stanley, Research Division

Presentation

Operator

Good day, everyone. My name is Stefan, and I am serving as your conference operator for this session. At this moment, I would like to extend a warm welcome to all participants joining the Allegion Fourth Quarter and Full Year Earnings Call. Please adhere to the operator instructions provided for the duration of the call. With that, I now pass the floor to Josh Pokrzywinski, Vice President of Investor Relations.

Joshua Pokrzywinski

Vice President of Investor Relations

Thank you, Stefan. Good morning to everyone, and we appreciate you taking the time to join us on Allegion’s Fourth Quarter 2025 Earnings Call today.

Joining me on this call are John Stone, who serves as President and Chief Executive Officer, along with Mike Wagnes, our Senior Vice President and Chief Financial Officer at Allegion.

Earlier this morning, we distributed our comprehensive earnings release, and the accompanying presentation slides that we will reference throughout today’s discussion are both accessible on our investor relations website at investor.allegion.com. For those interested, this entire call is being recorded and will be made available as an archive on our website following the live session.

We invite you to navigate to Slide 2 at this time. Please note that any statements shared during this call that do not pertain to historical facts will be regarded as forward-looking statements, provided under the safe harbor provisions outlined in federal securities laws. For a thorough understanding of potential factors that could lead to material differences between our projections and actual results, we direct you to review our most recent filings with the Securities and Exchange Commission. Allegion disclaims any responsibility or obligation to revise or update these forward-looking statements in the future.

The materials for today’s presentation, including the accompanying commentary, incorporate various non-GAAP financial measures to offer a clearer perspective on our performance and outlook. These are intended to supplement, rather than replace, the GAAP measures for a more complete financial picture.

James Sterling

Senior financial analyst with over 15 years of experience in Wall Street markets. James specializes in macroeconomics, global market trends, and corporate business strategy. He provides deep insights into stock movements, earnings reports, and central bank policies to help investors navigate the complex world of traditional finance.

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