Filing Flows › Allegion (ALLE) › Q3 2026 › vs Q2 2026
Allegion (ALLE) Q3 2026 vs Q2 2026 (quarter over quarter)
Allegion's revenue rose $21.1M (+2%) from $1.2B in Q2 2026 to $1.2B in Q3 2026. The biggest changes: Products +$18.2M (+2%); Services and software +$2.9M (+4%). Operating margin 24.3% against 22.1% (+2.2 pts).
Allegion, Q3 2026: revenue $1.2B (+10% year over year), operating margin 24.3%, net earnings $221M, operating cash flow $304M. The chart draws each line against Q2 2026, the increases inside each band.
Margins
| Q3 2026 | Q2 2026 | Change | |
|---|---|---|---|
| Operating margin | 24.3% | 22.1% | +2.2 pts |
| Net margin | 18.8% | 16.0% | +2.8 pts |
| Free cash flow margin | 23.8% | 15.7% | +8.1 pts |
Every line
| Line | Q3 2026 | Q2 2026 | Change | % |
|---|---|---|---|---|
| Products | $1.1B | $1.1B | $18.2M | +2% |
| Services and software | $73.8M | $70.9M | $2.9M | +4% |
| Revenue | $1.2B | $1.2B | $21.1M | +2% |
| Operating profit | $285M | $255M | $29.9M | +12% |
| Costs & expenses | $888M | $897M | −$8.8M | -1% |
| Pre-tax earnings | $268M | $228M | $39.9M | +18% |
| Other expense, net | $16.8M | $26.8M | −$10.0M | -37% |
| Cost of revenue | $624M | $634M | −$9.6M | -2% |
| SG&A | $264M | $263M | $800K | +0.3% |
| Net earnings | $221M | $185M | $36.3M | +20% |
| Income tax | $46.9M | $43.3M | $3.6M | +8% |
| Depreciation & amortization | $36.1M | $35.7M | $400K | +1% |
| Share-based compensation | $6.6M | $6.7M | −$100K | -1% |
| Working capital & other | $40.7M | −$28.6M | $69.3M | — |
| Operating cash flow | $304M | $198M | $106M | +53% |
| Free cash flow (OCF − capex) | $279M | $180M | $98.1M | +54% |
| Capital expenditures | $25.7M | $17.9M | $7.8M | +44% |
Questions
How much did Allegion's revenue grow quarter over quarter in Q3 2026?
Allegion's revenue rose $21.1M (+2%) from $1.2B in Q2 2026 to $1.2B in Q3 2026.
What drove Allegion's revenue change in Q3 2026?
Products +$18.2M (+2%); Services and software +$2.9M (+4%).