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Allegion ALLE Electronic products — Net revenues

Other product segments

Mechanical products
$2.71B+5.5%
Services and software
$70.9M+12.4%

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Other financials

Income statement

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Revenue$1.2B+12.7%
Gross profit$517.5M+10.9%
Operating income$254.7M+15.9%
Net income$184.6M+15.6%
EPS (diluted)$2.15+16.2%

Balance sheet

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Cash & equivalents$320.6M-51.2%
Total debt$2.2B-0.4%
Total equity$2.1B+18.6%
Total assets$5.4B+9.1%

Cash flow

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Operating cash flow$198.4M-5.4%
CapEx$17.9M+1.1%
Free cash flow$180.5M-6.0%

Valuation

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Market cap$14.06B+1.5%
Enterprise value$15.96B+3.5%
P/E21.4×-0.8×
P/S3.3×-0.3×

Profitability

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Gross margin44.8%0.0pp
Operating margin20.8%-0.2pp
Net margin15.4%-0.8pp
FCF margin15.6%-2.0pp

Returns & leverage

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Return on equity33.7%-5.3pp
Debt / equity-0.2×
Current ratio1.9×-0.4×

Where this comes from

Reported directly by Allegion in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Allegion’s 10-K, filed February 17, 2026.

Filed
Feb 17, 2026, 6:48 AM EST
Fiscal year
FY2025
Accession
0001579241-26-000007
In millions202520242023
Mechanical products$2,713.9$2,572.2$2,436.3
Electronic products(a)1,075.1946.4965.0
Services and software(b)278.3253.6249.5
Total Net revenues$4,067.3$3,772.2$3,650.8

Item 16. FORM 10-K SUMMARY

FAQ

What is Allegion's electronic products — net revenues?
Allegion (ALLE) reported electronic products — net revenues of $268.78M in Q4 2025.
How has Allegion's electronic products — net revenues changed year-over-year?
Allegion's electronic products — net revenues increased by 13.6% year-over-year, from $236.6M to $268.78M.
What is the long-term trend for Allegion's electronic products — net revenues?
Over 4 years (2021 to 2025), Allegion's electronic products — net revenues has grown at a 8.1% compound annual growth rate (CAGR), from $788.1M to $1.08B.
What does electronic products — net revenues mean?
This metric represents the total revenue generated from the sale of electronic security products, including smart locks, access control systems, and related digital hardware solutions. It reflects the company's ability to capture market share in the growing segment of connected and software-enabled security infrastructure. This revenue stream is a key indicator of the company's transition toward high-tech, recurring-revenue-capable security ecosystems.

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