Allegion plc stock research
FY2026 Q1
Allegion (ALLE) Gross Margin & Quarterly History
Explore Allegion plc (ALLE) gross margin from 2023 through the latest reported quarter, using SEC-sourced revenue, gross profit, and direct costs.
Gross margin takeaway
Quarter ended Mar 31, 2026 · FY2026 Q1
Revenue remained stable compared to the immediately preceding quarter but was higher than the same quarter one year earlier. Gross profit moved slightly lower sequentially, while cost of revenue edged higher, resulting in a modest weakening of gross margin relative to both comparable periods.
- Cost of revenue increased compared to the immediately preceding quarter, outpacing the stable revenue trend and putting downward pressure on gross margin. The strongest observable driver is the movement in cost of revenue relative to revenue.
- Compared to the immediately preceding quarter, gross margin weakened slightly as revenue was flat while gross profit decreased and cost of revenue rose. Compared to the same quarter one year earlier, gross margin also weakened, as the increase in revenue was outpaced by a proportionally larger increase in cost of revenue.
Gross margin snapshot
The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.
Gross margin
44.0%
Gross profit
$454.5M
Revenue
$1.0B
Cost of revenue
$579.1M
Quarter-over-quarter change
-0.5 pts
Year-over-year change
-0.9 pts
Quarterly gross margin trend
A four-quarter view of the revenue and direct-cost bridge behind gross margin.
| Period | Revenue | Gross profit | Cost of revenue | Gross margin |
|---|---|---|---|---|
| Jun 30, 2025 | $1.0B | $466.5M | $555.5M | 45.6% |
| Sep 30, 2025 | $1.1B | $489.8M | $580.4M | 45.8% |
| Dec 31, 2025 | $1.0B | $459.5M | $573.7M | 44.5% |
| Mar 31, 2026 | $1.0B | $454.5M | $579.1M | 44.0% |
Quarterly comparisons
Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.
Previous-quarter change
Dec 31, 2025
-0.5 pts
Year-over-year change
Mar 31, 2025
-0.9 pts
What the margin says
Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.
Cost of revenue increased compared to the immediately preceding quarter, outpacing the stable revenue trend and putting downward pressure on gross margin. The strongest observable driver is the movement in cost of revenue relative to revenue.
Compared to the immediately preceding quarter, gross margin weakened slightly as revenue was flat while gross profit decreased and cost of revenue rose. Compared to the same quarter one year earlier, gross margin also weakened, as the increase in revenue was outpaced by a proportionally larger increase in cost of revenue.
Monitor the trajectory of cost of revenue relative to revenue in upcoming quarters.
Peer context
Latest available gross margins for related public companies.
| Company | Gross margin |
|---|---|
| Allegion plc (ALLE) | 44.0% |