Filing Flows › Allegion (ALLE) › Q2 2026 › vs Q1 2026
Allegion (ALLE) Q2 2026 vs Q1 2026 (quarter over quarter)
Allegion's revenue rose $118M (+11%) from $1.0B in Q1 2026 to $1.2B in Q2 2026. The biggest changes: Products +$119M (+12%); Services and software −$1.1M (-2%). Operating margin 22.1% against 18.9% (+3.2 pts).
Allegion, Q2 2026: revenue $1.2B (+13% year over year), operating margin 22.1%, net earnings $185M, operating cash flow $198M. The chart draws each line against Q1 2026, the increases inside each band.
Margins
| Q2 2026 | Q1 2026 | Change | |
|---|---|---|---|
| Operating margin | 22.1% | 18.9% | +3.2 pts |
| Net margin | 16.0% | 13.4% | +2.7 pts |
| Free cash flow margin | 15.7% | 7.8% | +7.9 pts |
Every line
| Line | Q2 2026 | Q1 2026 | Change | % |
|---|---|---|---|---|
| Products | $1.1B | $962M | $119M | +12% |
| Services and software | $70.9M | $72.0M | −$1.1M | -2% |
| Revenue | $1.2B | $1.0B | $118M | +11% |
| Operating profit | $255M | $195M | $59.4M | +30% |
| Costs & expenses | $897M | $838M | $58.5M | +7% |
| Pre-tax earnings | $228M | $172M | $56.4M | +33% |
| Other expense, net | $26.8M | $23.8M | $3.0M | +13% |
| Cost of revenue | $634M | $579M | $54.9M | +9% |
| SG&A | $263M | $259M | $3.6M | +1% |
| Net earnings | $185M | $138M | $46.5M | +34% |
| Income tax | $43.3M | $33.4M | $9.9M | +30% |
| Depreciation & amortization | $35.7M | $35.6M | $100K | +0.3% |
| Share-based compensation | $6.7M | $10.8M | −$4.1M | -38% |
| Working capital & other | $28.6M | $83.2M | −$54.6M | -66% |
| Operating cash flow | $198M | $101M | $97.1M | +96% |
| Free cash flow (OCF − capex) | $180M | $80.3M | $100M | +125% |
| Capital expenditures | $17.9M | $21.0M | −$3.1M | -15% |
Questions
How much did Allegion's revenue grow quarter over quarter in Q2 2026?
Allegion's revenue rose $118M (+11%) from $1.0B in Q1 2026 to $1.2B in Q2 2026.
What drove Allegion's revenue change in Q2 2026?
Products +$119M (+12%); Services and software −$1.1M (-2%).