ALLEAllegion plc
Services-Detective, Guard & Armored Car Services
- Revenue
- $4.1B
- 7.8% YoY
- Operating margin
- 21.1%
- 2.1% YoY
- EBITDA
- $989M
- 10% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 1.1×
- $1.1B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear122% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear33% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear35% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $2.9B | $3.3B | $3.7B | $3.8B | $4.1B | 7.8% |
| Operating income | $530M | $586M | $708M | $781M | $860M | 10% |
| Net income | $483M | $458M | $541M | $598M | $644M | 7.7% |
| Operating cash flow | $489M | $460M | $601M | $675M | $784M | 16% |
| Capex | $45M | $64M | $84M | $92M | $98M | 6.5% |
| Stock-based comp | $23M | $25M | $26M | $28M | $30M | 5.7% |
| Buybacks | $413M | $61M | $60M | $220M | $80M | 64% |
| Dividends | $129M | $144M | $159M | $167M | $175M | 5.0% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $2M · 2
- Net
- −$2M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 147 | 220 |
| FY2024 | — | — | 113 | 219 |
| FY2023 | — | — | 108 | 190 |
| FY2022 | — | — | 88 | 138 |
| FY2021 | — | — | 109 | 153 |