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Edge14 Nov 2025
Ball: The King of Cans
From a 19th-century glass-jar legacy to a global plant network, Ball is now a pure-play aluminum can partner to the world's biggest beverage brands.
Allegion (ALLE) investor relations material
Allegion Baird 55th Annual Global Industrial Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Baird 55th Annual Global Industrial Conference summary12 Nov, 2025
Business overview and market focus
Generates approximately $3.8 billion in annual revenue, with an 80/20 split between the Americas and international markets, primarily Australia, New Zealand, and Western Europe.
Largest segment is non-residential in the Americas, including institutional (health care, education) and commercial (office, multifamily, retail, data centers) verticals.
Residential business, mainly under the Schlage brand, represents 20%-25% of Americas revenue.
Geographic exposure is expected to remain consistent, focusing on North America, Western Europe, Australia, and New Zealand.
Maintains industry-leading operating margins through a unique demand-generation and specification-driven business model.
Growth strategy and financial performance
Prioritizes organic growth, with increased R&D investment from 2.5% to over 3% of sales since 2022, driving new product launches and vitality.
Completed 14 bolt-on acquisitions in two years, focusing on strategic fit, returns, and rapid integration into existing business units.
Share price appreciation attributed to disciplined M&A and organic growth investments.
Non-residential segment remains resilient and continues to grow, while residential has been flat to down over the past three years.
Expects non-residential growth to persist through 2026, with residential remaining flat.
Market trends and segment outlook
Institutional segment shows stable growth, benefiting from late-cycle demand and less volatility compared to other industries.
Commercial segment is seeing early signs of recovery, especially in office and data centers, with increased specification activity.
Data centers, though a small part of the business, are experiencing strong growth and provide a tailwind.
Outlook for non-res vs. residential growth
AI's impact on spec writing competitive moat
Highest potential M&A roll-up areas
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Next Allegion earnings date
Q4 202518 Feb, 2026
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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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