)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
Allegion (ALLE) investor relations material
Allegion Morgan Stanley’s 13th Annual Laguna Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley’s 13th Annual Laguna Conference summary10 Sep, 2025
Industry positioning and competitive advantages
Two dominant players in North America offer comprehensive building solutions, creating high barriers to entry and strong pricing power.
Unique specification-writing process allows direct influence over product selection, fostering sticky customer relationships.
Consultative sales approach and deep end-user relationships further reinforce market position.
AI is seen as an efficiency tool for leaders, not a disruptive threat, due to the importance of relationships and installed base.
Financial performance and margin drivers
Americas margins have expanded about 100 basis points annually over the past three years, despite supply chain and inflationary challenges.
High variable contribution margin enables strong leverage on volume growth, especially in non-residential segments.
Increased R&D investment has accompanied margin growth, supporting long-term innovation.
M&A strategy and portfolio development
M&A activity has accelerated, focusing on bolt-on deals that complement existing strengths and channels.
Recent acquisitions, such as ELATEC, enhance technology and product offerings in high-growth, high-margin areas.
Large, transformational deals are not a priority; most acquisitions are targeted and synergistic.
Sustain spec engine advantage in a digital era?
Non-res growth drivers beyond K-12?
M&A strategy for larger deals?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Allegion earnings date
Q3 202523 Oct, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
)
Edge19 Sep 2025
American Express: An Empire of Plastic
How history, brand, and structure have steadily built American Express' moat, and why Warren Buffett still calls it a one-of-a-kind business.
Frequently asked questions
Allegion plc manufacturers and sells mechanical and electronic security products and solutions. It operates in three segments: North America, Europe, Middle East and Africa (EMEA), and Asia Pacific (APAC). The North America segment provides products, solutions and services to domestic and commercial customers, including integrators of electronic security systems. The EMEA segment provides products, solutions and services to residential, commercial and local authority customers. The APAC segment distributes products to distributors. Its portfolio includes locking systems, building access control and identification management security products; multi-factor authentication devices; intrusion and fire detection systems; entrance automation equipment; tenant improvement products; advanced CCTV; mobile communications infrastructure; and transportation security systems. Its products are used in various sectors including financial institutions, government buildings and state infrastructure projects, airports, shopping centers, hospitals, schools, museums, offices and hotels. Allegion plc is based in Dublin, Ireland.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage