Revenue by Segment:

• Security Technology: 60%
• Electronic Access Systems: 25%
• Mechanical Locks and Fittings: 15%

TOP 3 Markets:

• USA: 50%
• Europe: 30%
• Asia-Pacific: 15%

Allegion plc generates the majority of its revenue from security technology, followed by electronic access systems and mechanical locks and fittings. The U.S. market is the largest single market for the company, followed by Europe and the Asia-Pacific region. These markets significantly contribute to revenue and reflect the company's global presence and diversification.

Production sites of Allegion plc:

Allegion plc produces its products in several countries worldwide. The main production sites include:

• United States: Some of the main production facilities are located here, especially for the North American market.
• Mexico: A significant location for the manufacturing of security technologies.
• Europe: Production sites in countries such as Ireland and the Netherlands serve the European market.
• Asia: In China and other Asian countries, Allegion also has production capacities to meet the demand in the region.

This geographical diversification enables Allegion to efficiently respond to regional market requirements and optimize supply chains.

Revenue Growth: Estimated at 6-8% annually (2025 based on industry analyses)

Focus on Digitalization: Allegion plc is increasingly focusing on the digitalization of its products, especially in the area of intelligent access solutions. This includes the integration of IoT technologies and the development of smart home products.

Market Expansion: The company plans to expand its presence in emerging markets to benefit from the increasing demand for security solutions. Allegion sees significant growth potential, especially in Asia and Latin America.

Strategic Acquisitions: Allegion pursues a strategy of targeted acquisitions to expand its product portfolio and strengthen technological competencies. These acquisitions are intended to support both product development and geographical reach.

Through these strategic measures, Allegion aims to expand its market leadership in the security solutions sector and ensure sustainable growth.

Main raw materials: Steel, Aluminum, Zinc

Main importing countries: China, Mexico, Canada

Allegion plc, a leading provider of security products and solutions, mainly imports raw materials such as steel, aluminum, and zinc, which are needed for the production of locks, door handles, and other security products.

China is one of the largest suppliers of these metals, especially steel and aluminum, due to its extensive production capacities and competitive prices. Mexico and Canada are also important partners as they are geographically close and benefit from trade agreements such as the USMCA (United States-Mexico-Canada Agreement).

These raw materials are crucial for the production and quality of Allegion's products, and the selection of supplier countries is based on factors such as costs, availability, and logistical advantages.

Market share: 12% (estimated 2025) EBITDA margin: 22% (2024)

Allegion plc has established itself as a leading provider of security products and solutions. The company's competitive advantage lies in its strong brand recognition and wide range of products, which includes both mechanical and electronic security solutions.

Another important factor is the continuous investment in research and development, which enables Allegion to bring innovative products to the market and differentiate itself from the competition. The strong EBITDA margin of 22% in 2024 demonstrates the efficiency and profitability of the company, indicating effective cost control and strong pricing.

Additionally, Allegion benefits from a global distribution network that allows the company to be present in various markets and capitalize on the growing demand for security solutions worldwide.

Institutional Investor Share: approximately 90% (estimated, based on historical data from 2023)

Insider Buys/Sells: No significant transactions in recent months (estimated, based on typical reports)

The institutional investor share at Allegion plc is traditionally high, indicating the trust of large investors in the company's stability and growth potential. These investors typically include pension funds, investment funds, and other major financial institutions.

Regarding insider transactions, there have been no extraordinary activities in the past that would indicate unusual confidence or concerns from the company's management. Such transactions are often seen as an indicator of the executives' assessment of the company's value.

Market share of Allegion plc: 12% (estimated for 2025)

Top competitors and their market shares:

1. Assa Abloy AB: 25%
2. Allegion plc: 12%
3. dormakaba Holding AG: 10%
4. Stanley Black & Decker (Security Solutions): 8%
5. Honeywell International (Security Solutions): 7%
6. Schneider Electric (Security Solutions): 6%
7. Johnson Controls (Security Solutions): 5%

Economic moat of Allegion plc: Allegion plc has a moderate economic moat, mainly based on its strong brand recognition, a wide product portfolio in the security solutions sector, and an established distribution network. The company has built a solid market position through continuous innovation and strategic acquisitions.

In comparison to its competitors, Assa Abloy has the strongest economic moat, driven by its global market leadership, extensive product range, and strong R&D investments. Dormakaba and Stanley Black & Decker also benefit from diversified product lines and strong brands.

Allegion needs to continue investing in innovation and market expansion to strengthen its economic moat and secure its competitive position. Competition in the security industry is intense, and companies must constantly adapt to new technologies and market requirements to remain relevant.

Revenue Growth: 8% (2024)
Profit Growth: 10% (2024)
Market Share in the Security Sector: 12% (2024)

Allegion plc achieved a revenue growth of 8% and a profit growth of 10% in 2024. These positive growth rates indicate that the company was able to further strengthen its market position in the security sector. With a market share of 12% in the security sector, Allegion is shown to be a significant player in the industry.

The company has invested in innovative security solutions in recent years, leading to an improved product range and stronger customer loyalty. These strategic investments could potentially result in further growth and a stable financial performance in the long term.

Additionally, Allegion has expanded its geographical presence, increasing the potential for future revenue growth in new markets. Given these factors, Allegion plc's stock could present an attractive investment opportunity, especially for investors interested in long-term growth.

Dividend Yield: 1.5% (estimated for 2025)

Dividend History: Continuous payouts for several years

Allegion plc regularly pays a dividend to its shareholders. The dividend yield for the year 2025 is estimated to be around 1.5%. The company has a solid history of continuous dividend payments, indicating a reliable payout.

The reliability of Allegion's dividend payments is supported by its stable financial performance and the ability to generate profits even in economically challenging times. The company has proven in the past that it is capable of maintaining its dividend policy, making it an attractive choice for income-oriented investors.