Want to see ALLE full AI Analyst Report?
Operating Margin by Geography
Measures operating profit as a percentage of revenue in each region, showing where Allegion runs most efficiently and where costs or pricing pressure are eroding returns. Comparing margins across geographies highlights areas with strong execution or premium offerings versus markets that may need restructuring or face competitive challenges.Americas operating margins have been consistently high and stable, acting as the P&L anchor, while International margins are volatile and structurally lower — the sharp Q1 2026 pullback aligns with management’s ERP-related execution/production disruption and drove the bulk of the 150bp enterprise margin hit. Management expects the international shortfall to recover across the year, but the DCI acquisition and tariff/inflation pressures imply limited near‑term margin upside (≈30bp DCI drag, ~1% COGS headwind); investors should watch international execution and back‑half margin guidance for true margin recovery.
Date | Americas | International |
|---|---|---|
Jun 30, 2026 | 29.00 | 6.30 |
Mar 31, 2026 | 26.60 | 3.70 |
Dec 31, 2025 | 25.91 | 12.37 |
Sep 30, 2025 | 28.70 | 8.70 |
Jun 30, 2025 | 28.80 | 7.80 |
Mar 31, 2025 | 27.90 | 6.30 |
Dec 31, 2024 | 25.80 | 9.00 |
Sep 30, 2024 | 28.30 | 9.70 |
Jun 30, 2024 | 27.80 | 9.10 |
Mar 31, 2024 | 26.40 | 7.00 |