ALLE — what changed in the latest 10-Q
A section-by-section comparison of ALLE's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-04-28 vs the prior 10-Q · 2025-10-23
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +39 | −72 | ~29 | 60 |
| Market risk (Item 3) | Text added/removed | +4 | −4 | ~4 | 15 |
| Controls & procedures | Text added/removed | +4 | −4 | ~3 | 15 |
| Legal proceedings | Text added/removed | +3 | −2 | ~2 | 15 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
| Other information | Text added/removed | 0 | 0 | ~1 | 13 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-04-28
Business and Industry Trends and Outlook and Global Trade and Macroeconomic Environment
In the first quarter of 2026, we delivered high-single digit revenue growth compared to the same period in 2025, driven by favorable pricing and the impact from recent acquisitions in both the Allegion Americas and Allegion International segments. Demand for electronic security products has also rem…
On February 20, 2026, the U.S. Supreme Court ruled that certain tariffs imposed under the International Emergency Economic Powers Act (“IEEPA”) were invalid, and in March 2026, the U.S. Court of International Trade further ruled that importers that paid such tariffs are due refunds. Although we may …
Following these rulings, new tariffs under other laws and on imports from more countries were imposed, in addition to existing non-IEEPA tariffs. Through the three months ended March 31, 2026, we have offset inflation due to tariffs with pricing actions. We continue to analyze the impact of changes …
On March 2, 2026, the Company, through its subsidiaries, acquired 100% of Door Components, Inc. (“DCI”), a manufacturer of custom, quick ship hollow metal doors and frames for industrial, commercial and institutional markets based in the United States. DCI is reported in the Company’s Allegion Ameri…
Text removed vs the prior filing · source: 10-Q · 2025-10-23
In the third quarter of 2025, we delivered low-double digit revenue growth compared to the same period in 2024, driven by favorable pricing and volume growth in the Allegion Americas and Allegion International segments, as well as the impact from acquisitions made during the year.
Demand for electronic security products has also remained strong and continues to be a long-term growth driver. Macroeconomic conditions in our International markets remain mixed.
Throughout 2025, the U.S. government announced tariffs on imports from several countries from which we manufacture and/or import products and components. Through the nine months ended September 30, 2025, we have offset inflation due to tariffs with pricing actions. We continue to analyze the impact …
The following acquisitions were completed during the nine months ended September 30, 2025:
On February 4, 2025, we, through our subsidiaries, acquired Next Door Company ("Next Door"), a global provider of security products and solutions based in the United States. Next Door is reported in the Allegion Americas segment.
Market risk (Item 3)
Text added vs the prior filing · source: 10-Q · 2026-04-28
There have not been any changes in the Company’s internal control over financial reporting that occurred during the first quarter of 2026 that have materially affected, or are reasonably likely to materially affect, the Company’s internal control over financial reporting.
Approximate dollar value of shares that may yet be purchased under the plans or programs (000s)(a)
(a) In June 2023, our Board of Directors reauthorized the Company’s ordinary existing share repurchase program and, as a result, authorized the repurchase of up to $500.0 million of the Company’s ordinary shares under the program. On April 15, 2026, the Board replenished the funds available for the …
On March 11, 2026, Nickolas A. Musial, Vice President, Controller, Chief Accounting Officer and Treasurer, entered into a trading plan intended to satisfy the affirmative defense of Rule 10b5-1(c) under the Exchange Act. The trading plan was established during an open window period and provides for …
Text removed vs the prior filing · source: 10-Q · 2025-10-23
recorded, processed, summarized and reported when required and the information is accumulated and communicated to the Company’s management, including its Chief Executive Officer and Chief Financial Officer, as appropriate, to allow timely decisions regarding required disclosure.
There have not been any changes in the Company’s internal control over financial reporting that occurred during the third quarter of 2025 that have materially affected, or are reasonably likely to materially affect, the Company’s internal control over financial reporting.
(1) In June 2023, our Board of Directors reauthorized the Company’s ordinary existing share repurchase program and, as a result, authorized the repurchase of up to $500.0 million of the Company’s ordinary shares under the program. The share repurchase program does not have a prescribed expiration da…
On September 12, 2025, Michael J. Wagnes, Senior Vice President and Chief Financial Officer, entered into a trading plan intended to satisfy the affirmative defense of Rule 10b5-1(c) under the Exchange Act. The trading plan was established during an open window period and provides for the exercise o…
Controls & procedures
Text added vs the prior filing · source: 10-Q · 2026-04-28
There have not been any changes in the Company’s internal control over financial reporting that occurred during the first quarter of 2026 that have materially affected, or are reasonably likely to materially affect, the Company’s internal control over financial reporting.
Approximate dollar value of shares that may yet be purchased under the plans or programs (000s)(a)
(a) In June 2023, our Board of Directors reauthorized the Company’s ordinary existing share repurchase program and, as a result, authorized the repurchase of up to $500.0 million of the Company’s ordinary shares under the program. On April 15, 2026, the Board replenished the funds available for the …
On March 11, 2026, Nickolas A. Musial, Vice President, Controller, Chief Accounting Officer and Treasurer, entered into a trading plan intended to satisfy the affirmative defense of Rule 10b5-1(c) under the Exchange Act. The trading plan was established during an open window period and provides for …
Text removed vs the prior filing · source: 10-Q · 2025-10-23
recorded, processed, summarized and reported when required and the information is accumulated and communicated to the Company’s management, including its Chief Executive Officer and Chief Financial Officer, as appropriate, to allow timely decisions regarding required disclosure.
There have not been any changes in the Company’s internal control over financial reporting that occurred during the third quarter of 2025 that have materially affected, or are reasonably likely to materially affect, the Company’s internal control over financial reporting.
(1) In June 2023, our Board of Directors reauthorized the Company’s ordinary existing share repurchase program and, as a result, authorized the repurchase of up to $500.0 million of the Company’s ordinary shares under the program. The share repurchase program does not have a prescribed expiration da…
On September 12, 2025, Michael J. Wagnes, Senior Vice President and Chief Financial Officer, entered into a trading plan intended to satisfy the affirmative defense of Rule 10b5-1(c) under the Exchange Act. The trading plan was established during an open window period and provides for the exercise o…
Legal proceedings
Text added vs the prior filing · source: 10-Q · 2026-04-28
Approximate dollar value of shares that may yet be purchased under the plans or programs (000s)(a)
(a) In June 2023, our Board of Directors reauthorized the Company’s ordinary existing share repurchase program and, as a result, authorized the repurchase of up to $500.0 million of the Company’s ordinary shares under the program. On April 15, 2026, the Board replenished the funds available for the …
On March 11, 2026, Nickolas A. Musial, Vice President, Controller, Chief Accounting Officer and Treasurer, entered into a trading plan intended to satisfy the affirmative defense of Rule 10b5-1(c) under the Exchange Act. The trading plan was established during an open window period and provides for …
Text removed vs the prior filing · source: 10-Q · 2025-10-23
(1) In June 2023, our Board of Directors reauthorized the Company’s ordinary existing share repurchase program and, as a result, authorized the repurchase of up to $500.0 million of the Company’s ordinary shares under the program. The share repurchase program does not have a prescribed expiration da…
On September 12, 2025, Michael J. Wagnes, Senior Vice President and Chief Financial Officer, entered into a trading plan intended to satisfy the affirmative defense of Rule 10b5-1(c) under the Exchange Act. The trading plan was established during an open window period and provides for the exercise o…
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice