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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.
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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.

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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.

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